I migliori Insurance Agents podcast (2024)

1
Using AI at Your Insurance Agency 11:12

2M ago11:12

11:12

There are so many ways that AI can help your insurance agency. Is AI going to help your insurance business or hurt it? I will discuss several ways that you can use artificial intelligence to help your insurance agency. Join the newsletter at https://planetoftheagents.com/newsletter/Di Dave Baker

1
2024 Insurance Agent Convention Recap 12:28

3M ago12:28

12:28

In this episode, I recap my experience at the Arizona IIABAZ insurance agents convention and the 2024 Palm Desert Agents Alliance convention. Not only did I reconnect with friends, I was energized and inspired by the trade shows. Learn why I love to attend these events and how they can help you with your insurance agency too. Join the newsletter at…

1
David McFarland, CEO Of Coterie, on Culture, Core Values and Future Plans 23:12

4M ago23:12

23:12

He is here! David McFarland, CEO of Coterie joins Coterie's podcast, And I Quote, for the first time! In this episode of the And I Quote Podcast, host Ashleigh Burden interviews David McFarland, co-founder and CEO of Coterie. They discuss various topics, including David's preference for working in the office, his love for hiking in the mountains, h…

1
The Power of a Welcome Letter for Your New Insurance Agency Clients 14:11

5M ago14:11

14:11

Do you send your new clients a welcome letter? Are you missing a valuable cross selling opportunity at your insurance agency? In this episode, I Will discuss the value of sending a welcome letter and how it can potentially help you grow your business. Join the newsletter at https://planetoftheagents.com/newsletter/…

1
Insurance Agent, Carl Ruppel, Talks About Exploring Career Paths in Insurance and Networking 16:04

5M ago16:04

16:04

On the latest episode of Coterie Insurance's podcast, And I Quote, Ashleigh Burden sits down with Insurance Agent and Coterie Insurance partner, Carl Ruppel, Commercial Account Executive at Remco Insurance Company in Southampton, Pennsylvania. Key takeaways from this episode: - Transitioning to the insurance industry can present new opportunities -…

1
Legacy Planning: Securing your Future in the Insurance Industry 33:19

5M ago33:19

33:19

How can Insurance agents make a change? Diving into personal and professional development, using science and Netown’s law. In this conversation, Chris Cline discusses the evolution of technology in the insurance industry and the impact of legacy systems. He introduces his book, 'Inertia of Legacy,' which explores the concept of legacy and reframes …

1
Karnina Szymanski on Driving Innovation Through Collaboration and Diverse Leadership 31:55

6M ago31:55

31:55

In this conversation, Bobbie Collies Chief Insurance Officer at Coterie Insurance, and Karnina Szymanski, Chief Customer Officer at Bold Penguin discuss their experiences in the insurance industry and the role of technology in empowering agents. They also touch on the importance of diversity and inclusion in leadership positions. The conversation h…

1
Are commercial insurance client or personal lines insurance clients more loyal? 16:14

6M ago16:14

16:14

Di Dave Baker

1
How's Your Website Really Doing? 33:08

6M ago33:08

33:08

You know your website speaks to your credibility as a business and insurance agency, so how frequently are you reviewing it to make sure it fits well in your strategy for lead generation and client service? Our guest for this episode, James Amezcua, Sales Director at Lift Local joins us for an engaging conversation that includes the importance of c…

1
The Future of Auto Insurance for Independent Insurance Agents 17:09

6M ago17:09

17:09

What is the future of the auto insurance industry for the independent agency channel? Is the channel of distribution going to change and will insurance agents still be relevant? Will people buy their auto insurance online or directly at the dealership? Are self driving cars or autonomous vehicles going to affect auto insurance sales? Independent ag…

1
Types of Commercial Insurance that Agents Sell 17:09

7M ago17:09

17:09

You have so much opportunity as an insurance agent to sell different types of insurance products, including commercial insurance. If you are focused on personal lines and adding more commercial lines insurance, this is the episode for you. I also discuss opportunities for business insurance agents to cross sell their clients. Join the newsletter at…

1
Predictive and Preventative Technology in the Insurance Industry: How Does Human Interaction Fit into the Transaction 21:50

7M ago21:50

21:50

"Is there a limit to how seamless things can actually be before customers start missing the good old relationship touch within the insurance buying process?" In this episode of Coterie's Podcast, And I Quote, Bobbie Collies is joined by Megan Kuczynski, the President of Insurtech Insights. They discuss the excitement and challenges of being at the …

1
Leveraging Tech to Elevate Agency Sales and Service 35:00

7M ago35:00

35:00

How familiar are you with Customer Relationship Management (CRM) systems and Net Promoter Scores (NPS)? We're joined by Torey Maerz, Co-founder and CEO of ClientCircle by Rocket Referrals, who sheds some light on how important these systems can be to understanding your insurance agency’s client base and attracting new clients. Torey’s career is one…

1
Mentoring and Recruiting the Next Generation in the Insurance Industry 20:27

8M ago20:27

20:27

In this episode, John Barfield, EVP of Braishfield, shares his insights and experiences in the insurance industry. He discusses the importance of getting involved in the insurance community and the various ways to do so, including networking and utilizing social media. John also highlights the partnership between Bracefield and Coterie, emphasizing…

1
News and Insurance Headlines in the Property and Casualty Insurance Business April 2024 21:53

9M ago21:53

21:53

Insurance headlines from the property and casualty insurance agency business in 2024. Auto insurance, property insurance, homeowners insurance rates are changing and carriers are pulling out of the market. Do your clients know what's going on in insurance? Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up for insurance agent …

1
Opportunity for P&C Agents in the Hard Market 15:01

9M ago15:01

15:01

In today's episode of planet of the agents, I discuss the hard market in property and casualty insurance and the opportunity that insurance agents have. There is no time like the present to seize the opportunity. Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up for insurance agent social events at: https://insurancesocials.c…

1
Michael Fiedel on The Evolution of the Insurance Industry and the Future of InsurTech 24:19

9M ago24:19

24:19

In this conversation, Michael Fiedel, co-founder of InsurTech Ohio and PolicyFly, discusses the evolution of the insurance industry and the role of technology in shaping its future. He shares the origins of InsurTech Ohio and how it has become a platform for celebrating innovation and fostering conversation in the industry. Fiedel highlights the im…

1
Insurance Agency Affirmations - Why it's amazing to be a P&C insurance agent 18:26

9M ago18:26

18:26

In today's episode of planet of the agents, I'm going to discuss some of the wonderful reasons that we are so lucky to be in the insurance industry. With your insurance agent, broker, wholesaler, or play another role in the business, there is so many things to be happy about. Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up …

1
Agency Interaction with Prospective Clients 35:08

9M ago35:08

35:08

Di Doug Coombs, Executive Vice President, Chief Marketing Officer, SIAA

1
How to Build a Happy and Engaged Team in the Insurance Industry 25:16

10M ago25:16

25:16

In this conversation, Caitlin Saenz, the Chief Operating Officer at Coverhound, shares her journey in the insurance industry and the challenges and rewards of working in the InsurTech space. She emphasizes the importance of building a happy and engaged team and provides insights on hiring for culture fit and growth. Caitlin also discusses the appro…

1
Responding to client questions and being more efficient at your insurance agency. 19:20

10M ago19:20

19:20

Do you spend a lot of your time trying answer the same questions over and over? Why not create a system where you and your team can easily have ready for both phone conversations and emails to put your entire staff on the same page and reduce the work of trying to come up with the answer over and over. Insurance agents already work so hard, so why …

1
Work-Life Integration: How to Show Up Authentically and Share Content that Matters 27:31

10M ago27:31

27:31

In this conversation, Dustyne Bryant, Director of Risk and Insurance Education and Research at the National Alliance for Insurance Education and Research, discusses the birth and evolution of her podcast, Awkward Insurance. She shares how the podcast aims to make insurance topics more engaging and fun. Dustyne also talks about the future of insuran…

1
Agency Management Systems – A Critical Component of Agency Operations 31:30

10M ago31:30

31:30

In today’s environment, the agency management system (AMS) has indeed become a critical component of agency operations. It’s time to get rid of, or at least reduce your reliance on, that paper filing cabinet. These days, an AMS can really help you get to that paperless office, while increasing your overall agency efficiency. We're joined by Michael…

1
Being Human: DEI and Accountability in the Insurance Industry with Insure Equality 31:44

10M ago31:44

31:44

In this conversation, Ashleigh Burden interviews Elisa Stampf, the co-founder and CEO of Insure Equality, a tech nonprofit focused on creating cultural change and accountability in the insurance industry. Elisa shares her background and the journey that led her to create Insure Equality. She discusses the importance of creating a safe space in the …

1
Season 4 of Coterie Insurance's And I Quote Podcast 5:52

11M ago5:52

5:52

Season four of the And I Quote Podcast kicks off with exciting conversations and thought-provoking insights. The hosts, Ashley Burden and Bobbie Collies, discuss the evolving landscape of insurtech and the integration of digital transformation in the insurance industry. They also express their anticipation for upcoming events and the growth of Cote…

1
Choosing Insurance Agency Software 13:13

11M ago13:13

13:13

Choosing the right software for your insurance agency is not easy. There are a lot of features that you nee, and many that you actually do not need that are included with many software packages. In this episode of Planet of the Agents I will discuss the options available to property and casualty insurance agents in the different software from which…

1
Integrating Technology Into Agency Operations 30:53

12M ago30:53

30:53

Technology keeps advancing and improving, making it difficult to know when and what to choose for systems that will help insurance agency operations become more efficient. In this episode of IATS, we consider the systems most needed by, and order of implementation at, insurance agencies. We're joined by Michael Streit, General Manager of EZLynx, wh…

1
Taking Stock 21:18

1y ago21:18

21:18

2023 was a challenging year for the insurance industry and insurance agents, to say the least. In this episode of IATS, Doug Coombs invites listeners to take stock of their current situation and discusses items to consider as we head into the new year. The approach is not to provide a series of recommendations, but to ask, “Have you considered this…

1
Improving Retention With Cross-Selling 32:19

1y ago32:19

32:19

In today's business landscape, keeping existing clients is crucial. Cross-selling, or offering your current clientele complementary products and services, is an important strategy that can significantly boost client retention. Dive with us into this episode of IATS, as we discuss effective cross-selling and its role in maintaining client loyalty. W…

1
Preparing to Sell Commercial Lines 35:08

1y ago35:08

35:08

Are you ready to master the art of selling commercial lines insurance? Join us as we dive into this complex sphere with guest, Jerry Thacker, Agency Growth Coach at AHA Insurance Network. In this episode, you will learn how agents can cater to the diverse needs of businesses, explore the profound differences between personal and commercial lines, a…

1
Insights and Inspiration from IA Evolve 2023 38:28

1y ago38:28

38:28

Join us as we explore the insights and ideas that came to life at IAEvolve! In this episode, our guests, Brendan Mulcahy, Vice President of Technology and Innovation Partnerships at SIAA, Jillian Wolley, Marketing Manager, Partnerships at SIAA, and Lisa Grover, Vice President of Marketing at SIAA, share their unique perspectives and reflections on …

1
Going to the Insurance Agents Convention - Why P&C Insurance Agents should go to events and networking 13:29

1y ago13:29

13:29

I love P&C insurance agent and insurance agency owner, then you probably have a a lot of tasks to manage convention. In this episode, I will discus my recent experience at the insurance convention and why I appreciate what I can gain from a convention. ---- Make sure that you are signed up for the newsletter at planetoftheagents.com…

1
Maintaining Strong Carrier Connections: A Conversation with Jeff Bair 33:35

1+ y ago33:35

33:35

Get ready for a riveting journey into the world of insurance! We're ecstatic to have with us Jeff Bair, head of IA Marketing and National Accounts at Foremost Insurance, who shines a spotlight on the delicate dance between insurance agents and carriers. Market complexities abound, and maintaining customer trust while navigating premium increases is…

1
Laying the Groundwork for a Powerful Digital Strategy 33:46

1+ y ago33:46

33:46

In the latest episode of Insurance Agents Talk Shop, host Doug Coombs and Cara Nagy Schoettes from Code & Color talk about why a solid online game plan is key today. They touch on must-haves like a good website, being social media savvy, and getting noticed online. Cara gives some tips on tools and platforms and advice for those feeling a bit lost …

1
Paving the Way for Agency Transformation at IA Evolve 34:35

1+ y ago34:35

34:35

In this episode of Insurance Agents Talk Shop, host Doug Coombs is joined by Lisa Grover, Vice President of Marketing at SIAA, to discuss the upcoming IA Evolve 2023 conference. IA Evolve is a must-attend event for independent agents interested in innovation in the insurance industry, from tools to best practices and methodologies. Tune in for Lisa…

1
And that's a Wrap: Bobbie Collies and Ashleigh Burden Wrap up Season 3 of And I Quote 8:31

1+ y ago8:31

8:31

Coterie Insurance wraps up season 3 of our podcast, And I Quote. This season we had 2 incredible hosts, Bobbie Collies and Ashleigh Burden. They each spoke to incredible guests who all shared really significant insights and stories. You can listen to all the episodes on Spotify, Apple Podcasts, or YouTube. Learn more about Coterie Insurance: https:…

1
Managing tasks at your insurance agency | Property and Casualty insurance agency ideas 10:55

1+ y ago10:55

10:55

If you are a P&C insurance agent or insurance agency owner, then you probably have a a lot of tasks to manage. Your plate is full and there are another hundred items on your list that you need to complete. In this episode of Planet of the Agents, I discus different wants to manage tasks in your insurance business. You have options with an AMS, CRM,…

1
A Deep Dive Into Aggregators Clusters and Networks 30:56

1+ y ago30:56

30:56

In this episode of Insurance Agents Talk Shop, listeners are taken on a deep dive into the world of insurance aggregators, clusters, and networks. Don't miss this insightful conversation with Jack Calabrese, SIAA’s Senior Vice President of National Recruiting & Sales, as he shares his take on the differences between the three, providing valuable in…

1
3 Ways to Market Your Insurance Agency 18:31

1+ y ago18:31

18:31

Let's talk about marketing your insurance agency and how to grow your property and casualty business. P&C agents are feeling the squeeze in certain insurance markets, so now is the time to look at how you can improve your marketing. *** Sign up for the newsletter at planetoftheagents.comDi Dave Baker

1
Making a Career Change From Police Officer to Insurance Agency Owner: Lou Facciponti shares what it's like starting out and building an agency 25:13

1+ y ago25:13

25:13

Lou Facciponti is President of Commercial Lines & Owner of Blue Coat Insurance Group in Maryland. He joins our host, Ashleigh Burden as a guest on our podcast, And I Quote, to discuss how he turned his 14-year career of Police work into a completely new path of becoming an Insurance Agency Owner. After 3 years of learning the industry, getting lice…

1
Why insurance agents have unlimited opportunity, even in a bad economy? 20:48

1+ y ago20:48

20:48

P&C Insurance Agents (property and casualty agents) have so much opportunity in both a good economy and a bad economy. Things are always changing, but an insurance agent can stay stable. ---- Make sure that you are signed up for the newsletter at planetoftheagents.comDi Dave Baker

1
What’s In A Brand - Part 2 30:29

1+ y ago30:29

30:29

In this episode, "What's in a Brand? Part 2," we delve into SIAA’s own rebranding journey. Our guest, Matt Masiello, the Chief Executive Officer of SIAA, shares valuable insights on why SIAA decided to embark on this rebranding process and what it means for the Alliance. Join us as we explore how the new brand aligns with SIAA's mission, values, an…

1
Lessons from 19 Years in the Insurance Industry 20:23

1+ y ago20:23

20:23

With 19 years in the insurance industry, I have learned some valuable lessons about working in P&C insurance. I've spent time as a retail agent and wholesaler, so I have my share of stories an experiences. I also share my big takeaway from my experiences. Sign up for planetoftheagents.com today to get my newsletter…

1
What’s In A Brand – Part 1 33:46

1+ y ago33:46

33:46

Join host Doug Coombs, Chief Marketing Officer at SIAA, in this episode of Insurance Agents Talk Shop as he and Josh Kelly, Managing Partner and Chief Strategist at FINE, A Brand Agency, discuss branding for independent insurance agencies. Learn about the key elements of a strong brand, gain valuable insights on avoiding common branding mistakes, a…

1
Meg McKeen on Creating Space for Women in the Insurance Industry, Overcoming Burnout and Building a Culture That Will Make a Difference 40:56

1+ y ago40:56

40:56

Meg McKeen joins Coterie Insurance on our podcast, And I Quote for a very insightful episode on discovering your strengths, overcoming burnout, lifting women in the insurance space up, and helping insurance companies reach their fullest potential by empowering their teams. Meg has an extensive background and resume within the insurance space starti…

1
Building Your Personal Brand and Reaching Your Target Audience on Social Media with Ati Grinspun 36:39

1+ y ago36:39

36:39

Ati Grinspun joins Ashleigh Burden as a guest on Coterie Insurance's podcast, And I Quote to discuss personal branding for insurance agents. Ati is a personal branding coach and photographer working with women who are the face of their businesses. She helps them build profitable personal brands that attract dream clients and make a massive impact o…

1
Brandon Schuh on Risk Management and Crafting Insurance Policies that Fit the Unique Needs of New Business 29:50

1+ y ago29:50

29:50

Brandon Schuh joins Bobbie Collies on Coterie Insurnace's podcast, And I Quote. Brandon Schuh is the Head of Speciality Insurance Practice at Christensen Group. As a product liability expert, Brandon talks about how he got started in the insurance space and built a career in risk management. From his background of working at Gorilla Ladder, network…

1
How To Avoid Burnout Culture in Your Insurance Agency by Following a Method Created Through Working With Athletes and Sports Teams 24:07

1+ y ago24:07

24:07

Cheree Sauer is the CEO of Success Without Sacrifice, a coaching business that works directly with Women Owned Insurance Agencies to help “stop the hustle and scale with harmony”. She recognized a need to help female business owners, so she brought her knowledge of business, sports psychology, sports training, and team performance into the entrepre…

1
Frank Sentner on Data Standardization, Technology, AI, and the Independent Agent 35:36

1+ y ago35:36

35:36

Frank Sentner joins Bobbie Collies on Coterie Insurance's podcast, And I Quote. Frank Sentner is an Advisor & Board Member for InsurTech Startups. Since the 1970's though, Frank has worked with many notable companies and he recently started working with startups to help them build successful business models. Throughout his time in the industry, Fra…

1
Tony Cañas on Entering the Insurance Industry, Networking as an Introvert, and Women in Leadership 26:58

1+ y ago26:58

26:58

In this episode of Coterie Insurance’s podcast, And I Quote, Ashleigh Burden, Marketing Manager at Coterie, speaks with Tony Cañas, Senior Recruiting Partner at Goodwin Recruiting, Co-Founder, Chief Motivational Officer at Insurance Nerds. As a full-time recruiter, Tony understands how the industry works and how individuals can grow from a unique p…

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