Agency Elevated's Podcast
45 episodes - English - Latest episode: 5 months ago -Taking Insurance Agents to Agency Business OWNERS!
A variety of topics discussed weekly on, and around being an Insurance Agent in the rapidly changing Insurance Industry.
We assure you this is not your TYPICAL Insurance conversation. Agency Elevated is edgy, modern and innovative on concepts and ideals to help Insurance Professionals survive and thrive in this Digital, Technology advanced society. Discussions around concepts that relate to your Business, your Personal Life and YOUR MINDSET!
Hosts John & Jeanette Lucero are well seasoned in the Insurance Industry. John being in the Insurance industry for over 20 years. Jeanette a Certified Life Coach and primary support in the 20+ years John has spent in the Insurance world.
Together as husband and wife and now business partners John and Jeanette with Agency Elevated bring conversations to the table on what is holding Agents back, including controversial, uncomfortable conversations.
The ULTIMATE direction is always headed towards “Elevating Insurance Agencies to Higher Levels of Success”
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Episodes
Financial Literacy From The Perspective of a Teenage Woman
January 09, 2024 15:30 - 26 minutes - 24.4 MBIn this episode we have a Special Guest who shares her valuable perspective as young woman embarking in the space of Life Insurance and Financial Services. A discussion on what brought her to this process and how she made the decisions she did in her process. We explore and embark on stigmas in the culture of the youth and the dynamics that differ from the male and female perspective as it applies to Financial Literacy. Check out this episode and empower yourself with financial literacy fro...
The Difference Between a 401K Versus Roth IRA Versus Cash Value Life Insurance
December 01, 2023 15:30 - 39 minutes - 36.1 MBIn this episode, we explore the similarities and differences between: 401K Roth IRA Cash Value Life Insurance Expand your knowledge about these three different products that can be used for Retirement planning. What are the benefits of each, what are the limitations of each and which ways can you utilize these products in your retirement portfolio. Learn the tax-deferred advantages, tax-free advantages and, tax-favored advantages that these three different products offer. We evaluate ea...
An Example of The Quoting Process to Getting Life Insurance Part II
November 30, 2023 20:29 - 19 minutes - 18.2 MBDon't miss the 2nd Part of a "Needs Analysis to Solutions" for Life Insurance. In this episode, we take the Needs Analysis information and present solutions and products to solve for Jeanette and Joanna (our hypothetical clients). See the value of completing a thorough needs analysis and clearly explaining the solutions and products. Every person should have or have had a needs analysis completed in this process, as each individual case is different. In this completion of a two-part episo...
5 REAL LIFE Scenarios of People Purchasing Life Insurance
October 10, 2023 14:00 - 27 minutes - 25.2 MB5 Real Cases of People Purchasing Life Insurance with us at Agency Elevated. From having a variety of health issues to being an entrepreneur, age ranges from 19 to over 70...and ALL of these examples received their Life Insurance Policy in the Month of September, LIFE INSURANCE AWARENESS MONTH #LIAM Enjoy! To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated just head on over to our website Agency Elevated, and fill out our quote form or email us directly at John@a...
A Live Example of The Quoting Process in Getting Life Insurance Episode I
September 26, 2023 14:30 - 26 minutes - 24.3 MBWhat does it look like to get a Life Insurance quote? In today's episode, Jeanette comes on as an unscripted mock guest, while John is the Agent gathering information to get her a quote. What we have found is most people dread or avoid this one step to having that extra layer of protection because the feel it will be hard, when in reality is a quick and easy process as you can see in today's episode. Enjoy! To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated ju...
What is Life Insurance and What You Want to Know About It.
September 19, 2023 14:30 - 26 minutes - 24.6 MBWhat is life insurance anyway? Most people automatically think of a big check handed to someone after the passing of a loved one but there is so much more to Life Insurance. In today's episode, we take a simple and easy to understand look at what Life Insurance is. In our previous episode #1 we look into the difference between Term and Permanent Life Insurance and in future episodes we'll take a deeper dive into the details of Life Insurance but for now, here is "What is Life Insurance" to ...
What You Need to Know About The Difference Between Term Versus Permanent Insurance
September 14, 2023 01:29 - 30 minutes - 28.3 MBThe difference between Term Insurance and Permanent is pretty significant and also very important for people to understand when shopping and/or buying a life insurance policy. In today's episode, we go over in a simple to understand and informative way the difference between the 2 and why it might matter to you. As we always share we are here as Agents to help you in your shopping and buying process for questions and more… Just head here to contact us: [email protected]
The Solution Of Support For Your Insurance Agency w/Special Guests - E 37
August 27, 2021 04:51 - 33 minutes - 45.8 MBAre you an Insurance Agent sitting on an island, lost and don't know where to turn? This podcast is for you! The largest public group for Insurance Agents on Facebook and the Owners are with me in Studio...and for those of you ready for the next level we also discuss a program to get you there! To join the largest Facebook group for Insurance Agents go here: CLICK HERE To schedule a consult call to discuss "The Closers Clique" CLICK HERE for my calendar You can also find more about u...
Finding Your Insurance Agency's True Value - E 36
August 20, 2021 15:20 - 15 minutes - 21.1 MBIn a world of over 1.2 million Insurance Agents, Brokers and Service Personnel, HOW CAN YOU FIND YOUR FLEX? Literally, the way you brag on yourself and bring your value front and center to the marketplace. Today's message speaks directly to this and the importance Be sure to head over to our Agency Elevated Facebook Group where value is added daily to help you go from Insurance Agent to Agency Business Owner. You can also find more about us and subscribe to our weekly blog on our webs...
1099 vs W2 Employee in Your Insurance Agency - E 35
August 13, 2021 11:05 - 9 minutes - 13.6 MBAs an Insurance Agency Owner have you contemplated hiring an Employee versus hiring a 1099? If this has ever been a concern or question for your Agency than this episode is a NO MISS episode for you. If anything it will provide clarity and insight on the right path...and WHY? Be sure to head over to our Agency Elevated Facebook Group where value is added daily to help you go from Insurance Agent to Agency Business Owner. You can also find more about us and subscribe to our weekly blo...
Becoming Fully Automated in Your Insurance Agency With Keap - Episode 34
July 16, 2021 15:11 - 22 minutes - 30.7 MBInsurance Agents are you Automated or Antiquated? Listen to this podcast to see how Automation could be the answer for you. Join John and a Special Guest Kristina Rueling Regional Partner Manager with KEAP by Infusionsoft as they discuss Automation for Insurance Agents and a viable solution. You can get a FREE TRIAL for KEAP here Be sure to head over to our Agency Elevated Facebook Group where value is added daily to help you go from Insurance Agent to Agency Business Owner. You can...
The Power of VAs for Insurance Agents - Episode 33
July 09, 2021 09:00 - 30 minutes - 68.9 MBIn this podcast join John LIVE with Cody Quick from Quick Business Resolutions www.quickbusinessresolutions.com They discuss the Power of VAs (virtual assistants) and how to utilize them in your Insurance Agency, where to get started, how to find and tasks and responsibilities they can take off your plate. Make sure and listen to this one if you are looking for a way to get your SANITY back in your business. Check out Codi Quick's business here: www.quickbusinessresolutions.com Be sur...
Agency Elevated InsuranceApp Interview with Developer!
October 18, 2019 15:11 - 26 minutes - 37 MBListen to this podcast as I interview the App Developer Ben Brown working on the Agency Elevated Insurance App COMING SOON Have you been searching for that one stop source to: Built-In Clock-In Feature For All Team Members Track Calls Track Sales BUILT-IN SCRIPTING Handling Objections Track Sales by Team Member and Overall Agency Track Premium Referral Scripting and Tracking Cross-Selling Set Goals, See Results To Goal Instant Notification When Sales Input in App FU...
5-Week Elevate Your Agency Course Explained
October 11, 2019 15:11 - 12 minutes - 29.4 MBAre you finding value from this podcast BUT feel like you may need more? The 5-Week Elevate Your Agency Course was designed to be that CATALYST! 16 on-demand video courses spread out over 5 weeks that cover the CORE aspects of ELEVATING YOUR INSURANCE AGENCY Define Your Why? Understanding Marketing, "What It Is and What It Is Not" Staffing/Team Development Advertising, Marketing and Sales Accountability If interested CLICK HERE TO REGISTER https://agencyelevated.mykajabi.com/of...
The Power of Time..Your Success or Demise
October 04, 2019 15:11 - 15 minutes - 21.5 MBAs an Insurance Agent you have only two major reasons that you will fail in this Industry. #1 Time Management-manage your time successfully and you increase your opportunity for success EXPONENTIALLY #2 Prospecting-having people to speak with and communicate with regularly and you can find success. No one to communicate with and BUSINESS DIES! This podcast we focus on #1 Time Management
The Power of Referrals
September 27, 2019 15:11 - 7 minutes - 10.6 MBIn this podcast John discusses the Power Of Referrals. How to make it an ACTIVE marketing system within your Agency. The proper way to ask and how to do it in every transaction: "Where Value Is Perceived, Referrals Should Be Received" Live by that mantra in your Agency and Referrals will come naturally.
The Annual Client Checkup
September 20, 2019 15:11 - 9 minutes - 12.3 MBThe most powerful tool for an Agency....THE ANNUAL CLIENT CHECKUP! In this podcast John shares the importance of the Annual Client Check-Up and how to make it a systematic process for your Agency. In your Agency do you initiate this process...WHY NOT? FREE TRIAL FOR BOMBBOMB: CLICK HERE
Competition is Your Suicide
September 13, 2019 15:11 - 11 minutes - 16.2 MBIn this podcast let me tell you I was not in agreement at the time of recording (John). I believe competition is important and is a motivator. Yet in this message we discuss how truly competition is the suicide to any long term success and progress. Where in your Agency/Business and/or Life are you competing with someone or something instead of being uniquely YOU?
Shiny Ass New vs Iron Clad Strong
September 06, 2019 15:11 - 13 minutes - 18.7 MBIn this podcast we discuss that the core basics still matter. Shiny ass new is not always the answer and there is power and consistency in that which is Iron Clad Strong. Where in your Agency/Business and/or Life are you constantly looking for the shiny new instead of appreciating and realizing the power of the basics you have been built on?
The Holding Cell Before Success
August 30, 2019 15:11 - 12 minutes - 17.7 MBIn this podcast we explain that there is always a waiting period before success. Often times people give up inches away from their target! We discuss this topic as the Holding Cell Before Success. Where is this impacting your Business/Agency or Life today?
To Numb Yourself Is To Screw Yourself
August 23, 2019 15:11 - 18 minutes - 25.3 MBEXPLICIT LANGUAGE... filled with passion!! In this podcast we discuss that when you are numbing yourself, sedating yourself, overeating or whatever it may be, you are not hurting anyone else. YOU ARE SCREWING YOURSELF! Where in your business/Agency are you being numb and know it is negatively affecting your LIFE?
What You Feed Your Brain Dictates Your Behavior
August 16, 2019 15:11 - 11 minutes - 15.5 MBIn this podcast we discuss the power of WHAT YOU feed your brain and how it ultimately dictates your behavior! There is a neuroscience that occurs based on your behaviors and it affects your physiology. What are you feeding your brain right now and how is it affecting the behavior of your life, business, and Agency?
Evolution Is Inevitable
August 09, 2019 15:11 - 13 minutes - 18.7 MBIn this podcast we discuss that evolution is inevitable and in this Industry we spend too much time fighting change instead of understanding the evolutionary process of life. Jeanette and I get a bit heated about lost time in fighting the evolution in our life. Can be a direct reflection to your Agency and business too
"Shoulds" Flow Downhill
June 07, 2019 16:00 - 13 minutes - 19 MBIn this podcast we discussed the similarity between shit flowing downhill and how "shoulds" flow downhill. You should do this or you shouldn't do that! In the Insurance Industry your Carriers, your Sales Managers, your Uplines all have their own agendas and their "shoulds" often flow downhill. How do you deal and cope with this? Ultimately, how do you do what you SHOULD be doing, guided by you and for you. When you do that everyone wins!!
The Power Of A Mentor
May 31, 2019 16:00 - 16 minutes - 22.2 MBIn this podcast we discuss the importance of mentorship, coaching in guidance in LIFE and specifically in your Insurance Agency. "No one advances alone" Live was meant to be experienced in community and with leadership, guidance and coaching from others. Listen and make sure you are seeking mentorship in your Life!
Results VS Time
May 24, 2019 16:00 - 15 minutes - 20.7 MBHow do you measure your level of success? Do you measure it by the amount of time and energy expended OR do you measure it based on your results? In this podcast we discuss the difference between Results and Time and how that impacts the mindset of an Agency Business Owner
Are You Insane?
May 20, 2019 12:00 - 18 minutes - 25.4 MBIn today's podcast we discuss WHY THE HELL ARE YOU INSANE? "Doing the same thing and expecting a different result" In almost two decades in this Industry I have seen countless Insurance Agents doing the same exact things as other Agents and wondering why they are not elevating or expanding? The answer is because they are insane. And we discuss how to break this insanity!!
Small Steps Lead To Change
May 17, 2019 16:00 - 18 minutes - 24.8 MBIn today's podcast is the reminder that everything of great magnitude as it relates to your Insurance Agency starts with SMALL STEPS!! We discuss how small steps lead to change and the compounding effect of small steps in long term success. As with most of our messages this relates to your Insurance Agency but also YOUR LIFE!!
How To Get Through Licensing
May 10, 2019 16:00 - 14 minutes - 20.1 MBIn today's podcast we address an issue I hear so often, "How Do I get my Team/Staff to pass their Licensing tests?" Based on almost two decades of Recruiting Insurance Agents this topic has come up far too often. We discuss some key techniques to get your Team/Staff through licensing. **HINT**You as the Agency Business Owner need to get involved!!
Entrepreneur vs CEO
May 06, 2019 16:00 - 14 minutes - 19.4 MBTo truly be an Agency Business Owner you must understand what is the difference between and Entrepreneur and the CEO. In this podcast we discuss the distinct differences and help you understand that you have to wear both hats sometimes as an Agency Business Owner. Yet, they are distinctively different. Unless you understand the differences you will fail as an Agency Business Owner!
Get Out Of The 5 Mile Radius Marketing
May 01, 2019 16:00 - 12 minutes - 29.6 MBIn this podcast we discuss the change of mindset necessary for the Insurance Agent to realize your reach is larger than the 5 mile radius around your office. How do you expand your reach, utilize social media, technology and digital transformation to broaden your Agency opportunity? Elevate your Agency by getting rid of the concept that you are an Old School Insurance Agent stuck in a 5 mile radius.
Reactive vs Proactive
April 29, 2019 16:00 - 10 minutes - 24.3 MBIn this podcast we discuss that you MUST stop playing defense in your Agency and start playing OFFENSE. What does it look like to be Reactive vs Proactive. And a discussion that the Reactive Insurance Agent is pissed off, burned out, frustrated and miserable. Once you get proactive and start playing offense the GAME changes...and you are on the path to MODERN DAY BADASS AGENCY BUSINESS OWNER!
Developing Your Team
April 28, 2019 16:00 - 15 minutes - 35.9 MBIn this podcast we discuss the change in mindset of an Insurance Agent and a Modern Day Badass Agency Business Owner and that is around the value of building a Team. How you develop a Team and what that looks like. How to replace dead weight and seek new or first time Team Members
Working Your Book Of Business
April 26, 2019 16:00 - 14 minutes - 32.2 MBThis podcast will help you get clear about the GOLD MINE you are sitting on called your "Book of Business" For the past 17+ years I have heard questions like, "what is the best marketing program, the best leads available, how do I run Facebook ads etc." All may be viable sources but you are searching with your eyes half shut if you are not looking WITHIN with your eyes wide open on your Book of Business and the opportunity.
Appearance Matters
April 22, 2019 16:00 - 16 minutes - 36.6 MBWe live in a visually stimulated world where first impressions are made based on APPEARANCE! LIKE IT OR NOT In this podcast we discuss the importance of appearance as it relates to your Insurance Agency. Your personal look, the look of your office, the appearance of your Team BUT more importantly the energy and confidence you portray
Do You Have To Be The Lowest Price?
April 19, 2019 16:00 - 14 minutes - 34 MBSociety has trained us to focus on price in all of our purchases and Insurance is no different. In this Podcast we discuss if you need to be the lowest price or PROVIDE VALUE. As well as discuss some important scripts and dialogues to reduce PRICE from being primary issue.
Fear of Change
April 15, 2019 16:00 - 14 minutes - 32.5 MBIn this Podcast we discuss the reality for most Insurance Agency Owners; "The Fear of Change" This is a reality that change is constant and in order to ELEVATE your Agency you must embrace change, understand change and navigate change in your operations or your business will DIE! The good old days are gone, today is here and tomorrow is coming and all of that requires change. Face your Fear and move forward
Personal Development-Content To Revelation
April 08, 2019 16:00 - 14 minutes - 33.7 MBIn this podcast we discuss Personal Development but in a different way than you have ever heard. Are you a content whore? Absorbing tons of content but never taking action? We discuss the importance of absorbing content for the sake of gaining revelation ONLY. How to develop yourself but not just by absorbing content with no ACTION!
Prospect or Perish
April 01, 2019 16:00 - 18 minutes - 42.9 MBIn this podcast we discuss the importance of Prospecting, Constant Prospecting within your Agency. If you FAIL to Prospect your Agency will Perish. What does Prospecting mean and what is the importance for you as the Modern Day Badass Agency Business Owner?
YOUR Agencies Brand
March 21, 2019 21:00 - 15 minutes - 36.3 MBWhat is your unique brand? The answer is that your carriers are not your brand. YOU ARE YOUR BRAND! Our podcast message today discusses how your office, your image, your Team, your Social Footprint and your Digital footprint all make up your unique brand. Are you presenting the best brand you can? We discuss how the "Suit and Tie" mentality of our industry is gone. Listen to understand why and you will find that you have unique qualities and presentation that will magnetize and penetr...
The Power Of Video
March 21, 2019 20:44 - 12 minutes - 29 MBThis message today is an in-depth discussion around the Power Of Video For Your Insurance Agency. We discuss Facebook Live, YouTube, Video Email and Instagram as the social and digital models that utilize Video as the new medium of communication with the marketplace. If you are not utilizing VIDEO in your Agency and have not understand it's value, this podcast is for you. If you don't utilize video in your Agency you are missing market share and major opportunity. VIDEO IS THE HIGHEST ...
How To Reward Your Team
March 21, 2019 16:00 - 10 minutes - 25.1 MBOne of the major differences between just an Insurance Agent and an Agency Business Owner is that an Agency Business Owner has built a Team. One of the most important things an Agency Business Owner can do is DUPLICATE THEMSELVES. But once you find the Team to be able to duplicate your production what do you do then to retain those Team Members? We go in depth on TEAM MEMBER RETENTION and REWARDING with some of the greatest practices you can be practicing in your Agency to not only help ...
Social Media and Where You Need To Focus On!
March 21, 2019 02:53 - 19 minutes - 43.8 MBSocial Media and specifically Facebook is the topic of this podcast. Jeanette and I discuss the concept, "Shaking Hands In Your Community." The Modern Day way of communicating your message to the marketplace. We discuss the comparison of the old "Town Square" where people came together to market, sell and communicate and meet one another and how Facebook is today's "Town Square" Understand from this message that the Agency Owner you are striving to become must implement and accept ...
The Massive Gap Within The Insurance Industry
March 19, 2019 16:00 - 17 minutes - 40.9 MBThe Insurance Industry is changing at a rapid pace like our world. And this rapid pace of change has left a GAP in our Industry. Your carrier is not to blame and you are not to blame. The reality is that technology has advanced so rapidly that the ways of the past for the "Old School Agent" are no longer working in the same way. There is a Gap the way that Insurance Agents utilize technology. Our discussion today is about this GAP. That it exists and what you, THE AGENCY BUSINESS OWNE...
The Foundation To All Agency Business Owners - Episode 1
March 18, 2019 16:00 - 15 minutes - 36 MBBalance is a crucial component of the success of your Insurance Agency and YOUR LIFE. Today Jeanette takes you on a deep understanding of the 85/15 Lifestyle, the core of how our lives work and the basis of all of our businesses. 85% of the time is our Non-Negotiable get shit done, no exceptions. The work that we don't necessarily love but we know is crucial to our success and this is around work, health/fitness, family and personal care. 15% of the time is your splurge, your time to i...