Getting Past the Premium
109 episodes - English - Latest episode: 2 days ago - ★★★★★ - 15 ratingsWelcome to Getting Past the Premium, hosted by Elliot Bassett and Ryan Brott! What's different about our podcast? We focus on breaking down problems that advisors face in the risk management industry and talk about solutions that bring value to clients. The industry is changing and clients are expecting more than just shopping their insurance for a cheaper price. Let's get past the premium and talk about truly meaningful solutions!
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Episodes
How to Grow Faster Than Your Competition With Andy Mathisen
April 24, 2024 11:00 - 46 minutes - 32 MBHow are agencies setting themselves apart from a growth perspective? Andy Mathisen, Regional Sales Director at FirstChoice, a MarshBerry Company, joins the show to discuss how insurance agencies are finding lead sources, investing back in their firms, tapping outside resources and more to beat their growth goals. Andy and Elliot dive into sales training and not only finding good talent, but training them to succeed. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbroc...
The Domino Effect to Winning: Training and Team Building with Brett Young
April 17, 2024 11:00 - 51 minutes - 35.6 MBTalent acquisition is a game-changer for your company. But adding solid team members can be useless without proper training on your process, your ideology, or your sales model. Brett Young, CEO of Erb and Young, joins the show to talk through talent acquisition via networking, establishing culture within your team, and training new producers to adapt to your firm's target market. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealt...
Adapt Your Agency to a New Generation of Commercial Clients With Mick Hunt
April 10, 2024 11:00 - 48 minutes - 33.2 MBThere has been a shift in business owners. Generationally, today's owners are different: expectations, buying habits, communication preferences, pace of production, and plenty more. Mick Hunt, CEO at Premier Strategy Box, joins the show today and challenges you as an insurance agency to put yourself in the shoes of your audience. How do you need to shift your firm today to better fit with the modern buyer? How can you ask the right questions to understand that audience? Hear how Mick and his...
Building the Right COI Relationships With Ryan Brott
April 03, 2024 11:00 - 31 minutes - 21.8 MBLet's talk all things COIs. What kind of relationships are building with your centers of influence? Do have three or four COIs giving you multiple leads each month? Or are you spreading yourself too thin, trying to work with dozens of industry-adjacent professionals to little or no avail? Ryan and Elliot talk through what makes for an effective COI, and how to build your relationship to the point that it's mutually beneficial. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://ww...
Disciplined Prospecting in Your Niche With Kody Houk of Premier Strategy Box
March 27, 2024 11:00 - 40 minutes - 28.1 MBThroughout his career, Kody Houk, Senior Advisor at Premier Strategy Box, has grown as an agent in a captive environment, launched and grown is own independent agency, and now spends his time consulting insurance agents and risk advisors around the country. Kody covers how to improve your overall sales effectiveness by being disciplined, having a servant heart, and getting truly focused on your niche. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com E...
What Randall Stutman Has Learned From Coaching Some of the World’s Most Influential Leaders
March 20, 2024 11:00 - 47 minutes - 33 MBFrom coaching Fortune 500 CEOs, Ryder Cup teams, four-star generals, more than 400 CEOs and even a President of the United States, Randall Stutman, PhD, has learned some of the commonalities and differences among some of the greatest leaders in the world. Randall joins us today to talk about how he's grown his company, Admired Leadership, while staying "kind of a ghost" and thriving on relationships. From a risk management sales perspective, Randall dives into the conversations we have, ho...
Most Important Metrics for a Healthy Insurance Agency With Carey Wallace
March 13, 2024 11:00 - 44 minutes - 30.7 MBHow do you evaluate the health of your agency? Carey Wallace, Founder of AgencyFocus and noted speaker, joins us to talk about how to maximize your business – from selecting your carriers to honing in your book of business, evaluating your producers, diversifying your revenue and more. Learn what makes a healthy insurance agency from important metrics to stable growth. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies...
Grow Your Insurance Agency's Marketing Presence with Cameron Carlow
February 21, 2024 12:00 - 39 minutes - 27.2 MBWhere do you begin when marketing your insurance agency? With limited time, budgets and expertise, it can be hard to stand out among the competition. This week, Cameron Carlow, Chief Marketing Officer at Ellerbrock-Norris, joins the show to talk through the essentials for a growing agency, from brand awareness to lead generation and closing the sale. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.elle...
Using a Marketing-First Mindset to Grow a Book of Business with Brett Young
February 14, 2024 12:00 - 43 minutes - 30.4 MBBrett Young, CEO of Erb and Young, joins us for another crossover episode. This time, we're covering the baseline skills you need to develop ask you're growing your book of business. Where do you start? What is your focus – or, more importantly, what are you NOT going to do. From overcoming capacity issues to marketing yourself, we cover how we've taught risk advisors to grow and thrive. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norr...
Setting Your Sales Team Up for Success with Nate Sannes
February 07, 2024 12:00 - 35 minutes - 24.4 MBNate Sannes, a Partner and Advisor at InCite Performance Group, joins the show to talk about successfully leading a sales team. When you're bringing on new risk advisors or insurance agents, how long does it take to train them? How are you measuring success? How are you setting them up for that success? Nate and Elliot dive into all this and more – all surrounding driving the outcomes you want at your firm. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris...
Connecting Culture and Technology with Big I's Chris Cline
January 31, 2024 12:00 - 48 minutes - 33.2 MBWhat intentionality are you bringing to your firm from a cultural perspective? Often culture is tied to office fun, hiring practices, and benefits offerings. But Chris Cline, Executive Director of Agents Council for Technology with Big I, walks through how technology plays a huge role in the experience you create – and the culture that develops at your company. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https...
Sales Process Series: Articulate Your Value and Avoid Being Put in the "Insurance Box"
January 03, 2024 12:00 - 33 minutes - 23 MBIn the first episode of our sales process series, Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot to discuss the importance of your process – from value prop to target market and beyond. From there, how do you get tactical and ask the right questions? You want to avoid ending up in the dreaded "insurance box" – where you're viewed as a one-trick pony who can't add value other than price quoting. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbroc...
Intentional. Candid. Clear. How to Approach Strategic Planning for Your Business
December 27, 2023 12:00 - 44 minutes - 30.5 MBIt's the time of year to get intentional. Strategic planning can be exciting – but it doesn't always mean being the "smartest" or the "first" in your niche. Strategic planning is about being intentional with your vision and anticipating what could throw you off of that vision. Learn what Brett Young at Erb and Young is doing to set their firm up for success in 2024. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies:...
Becoming a Broker of Record Instead of a Price Quoter with Nick Aube
December 20, 2023 12:00 - 44 minutes - 30.9 MBShift your agency's value proposition away from the carrier (price quoting) and onto your firm (broker of record). Nick Aube, Founder of Producer Systems, walks through the importance of taking control of your own destiny and selling yourself vs. selling on price. It not only helps your company, but your clients, too. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Producer Systems: https://www.producer.systems LAUNCH: https://getlaunch.io Elliot Ba...
Larry Linne and Mick Hunt: Insurance Industry Mastermind with Two Powerhouse Consultants
December 13, 2023 12:00 - 40 minutes - 28.2 MBTwo of the biggest agency consultants in the industry, Mick Hunt, CEO at Premier Strategy Box, and Larry Linne, CEO at InCite Performance Group, join us for a special edition of Getting Past the Premium. The duo covers what it takes to be committed to growth, solving the right problem for your clients, building the future you want and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-no...
How to Approach Agency Technology with Vertafore's Sydney Roe
December 06, 2023 12:00 - 44 minutes - 30.9 MBInsurance agencies know they need to modernize and adopt technology. But that brings in a new set of challenges. Sydney Roe, Director of Agency Marketing at Vertafore, dives into the importance of connection among your tech stack – connection to your team, your other tech, your clients and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Vertafore: https://www.vertafore....
Sales vs. Consulting: How To Sell Your Insurance Knowledge With Chase Courtney
November 29, 2023 12:00 - 47 minutes - 32.5 MBHow do you go from sales to consulting? What's the difference? Chase Courtney, a "recovering CPA" and the Director of Technology Sales at Imperial PFS, joins us to discuss how to apply your foundation of knowledge to help sell a particular product. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ IPFS: https://www.ipfs.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: https:/...
Reid Holzworth: How to Literally Build Connections Using Your Agency Tech Stack
November 08, 2023 12:00 - 50 minutes - 34.9 MBReid Holzworth, CEO of IVANS Insurance Solutions, has been an instrumental player in the insurtech space, from building one of the premier agency management systems to now leading IVANS. He joins Elliot Bassett and Ryan Brott to talk connectivity. How do you better connect your technology? How does that better connect you to carriers? To clients? To your service team? Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategie...
Find What Works, Do More of That: Ryan Hanley's Agency Approach
November 01, 2023 11:00 - 1 hour - 44.4 MBFind what works, and do more of that. Find what doesn't work, and stop doing that. In many cases, operating an insurance agency can be that simple. Ryan Hanley, Founder and President at Rogue Risk and the creator of the Finding Peak Podcast, joins the show to discuss success, personal growth, and setting aside blinders that could be holding your agency back. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://...
Client Experience vs. Service: What's the Difference?
October 25, 2023 11:00 - 43 minutes - 29.8 MBSean Brooks, Divisional Manager at Buckingham Strategic Partners, joins hosts Elliot Bassett and Ryan Brott to discuss how to go from a transactional-based business model to an agency based around client experience. An experience is something you see or feel – where service is just background work. Listen in to learn how to showcase your value and reduce friction for your clients. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris We...
Ignite Your Team Using Internal Live Events with Brett Young
October 18, 2023 11:00 - 47 minutes - 33 MBHow do you light a fire and empower your team? Brett Young joins Elliot Bassett to share how their Leadership Summit is driving their team forward. Internal events cost time, money, planning and the ROI is apparent right away. But regular events for your teams are about belief. You're inspiring your team, bringing transparency and, more than anything, helping your team believe in your mission. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbroc...
Insurance Agencies Need to Automate Tasks, Not Relationships
September 27, 2023 11:00 - 36 minutes - 25.2 MBPrivate equity doesn't always win outright, but it almost never loses. As the independent insurance model continues to face consolidation, how do you compete? Andrew Wynn, Co-Founder at Ascend, joins the show to dive into how you can build an efficient agency model by automating tasks and focusing on relationships. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Ascend: https:...
Process & Automation: Eliminating Repetitive Tasks at Your Agency
August 30, 2023 11:00 - 50 minutes - 34.8 MB“Repetitive tasks aren't profitable tasks.” CJ Hutsenpiller of Hutsenpiller Insurance joins the show to talk about an industry filled with repetition. You can't always eliminate repetitive tasks, but you can control them through process, automation and a solid game plan for profitability. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Hutsenpiller Insurance: https://www.hu...
Solving the Experience: How to Connect the Client, Agent and Service Team with Peter Teresi
August 16, 2023 11:00 - 41 minutes - 28.4 MBUser experience is vital to any agency, especially in the independent space. But what happens when you're serving multiple users? Who takes priority? Peter Teresi, Co-Founder and CEO at Certificial, joins the show to walk through how Certificial is connecting the end client's experience to your agents and your service team. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Certi...
How to Rid Yourself of Repetitive Tasks Using Robotic Process Automation
August 02, 2023 11:00 - 39 minutes - 27.2 MBWhat is robotic process automation and how can you use RPA to eliminate repetitive tasks at your agency? Bharath Bangalore, founder at Blue Ocean Strategic Partners, is focused on helping the insurance industry save time, money and unnecessary headaches. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Blue Ocean Strategic Partners: https://blueoceansp.ai/ LAUNCH: https://getl...
Insurance Agencies: How to go from Strategy to Execution Using Behavioral Science
July 12, 2023 11:00 - 36 minutes - 24.9 MBOur industry is not short on ideas. But implementation is a completely different mindset. Larry Linne, CEO of InCite Performance Group, joins us this week to talk about how to properly execute your strategy as an insurance agent. Execution requires discipline, and partial execution leads to partial results. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ InCite Performance Gro...
Creating Revenue from Process – and Overcome Objections Along the Way
July 05, 2023 11:00 - 42 minutes - 29.3 MBProcess – it's the key cog in your revenue engine. Kylie Hubbard, Director of Innovation at INSURICA, joins the show to discuss how strong processes are the foundation of everything – your tech stack, your service team, and even your client engagement. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ INSURICA: https://insurica.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett:...
Tech is Drastically Disrupting the Insurance Industry. Are You Ready?
June 21, 2023 11:00 - 42 minutes - 29.4 MBOn this episode, Joe McIlhon, founder and CEO of Insurate, joins us to discuss the insurance tech industry and how risk advisory firms are shifting to a new way of thinking. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Insurate: https://www.insurate.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/ Ryan Brott: ...
Building a Business, not a Book of Business - Crossover Episode with Be Extraordinary and GPP
June 14, 2023 11:00 - 49 minutes - 34 MBWe bring together Brett Young and Elliot Bassett on a crossover episode of the GPP and Be Extraordinary shows. We dive into how to be INSPIRING in your business, get people to follow you and CRUSH your goals. This was a fun one. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Erb and Young: https://www.erbandyounginsurance.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: ht...
All Things Marketing - "Things have changed and we can't go back"
June 07, 2023 11:00 - 35 minutes - 24.6 MBThe pandemic changed everything when it comes to marketing and lead generation and the genie is not going back in the bottle. Join us as we talk to Andy Neary with Complete Game Consulting about what you can do to stand out to your prospect and get more opportunities in the door. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Complete Game Consulting: https://andyneary.com/...
Exploring the Impact of ChatGPT in the Risk Management Industry
May 31, 2023 11:00 - 40 minutes - 28 MBEllerbrock-Norris CEO Andy Bassett joins Elliot for a discussion on ChatGPT, AI, and the state of the insurance marketplace. How can firms implement AI at their firms? Will it replace client relationships – or enhance them? We dive into these questions and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin....
Getting Tactical with ChatGPT - What can you do with it?
May 17, 2023 11:00 - 32 minutes - 22.7 MBEveryone has been talking about how AI and ChatGPT are going to take all of our jobs. Is that true? How can you use these tools to stay ahead of the game and your competition? We get tactical on many of the ways we see this tech impacting our industry and how you can use it to become more efficient, more productive, and provide more value to your clients! Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://w...
Build your Agency Tech Stack with Chris Senkbile
May 03, 2023 11:00 - 38 minutes - 26.6 MBHow are you building your Agency's Tech Stack? Chris Senkbile with Project Ferro lives in the Insurtech space and gives us some great insight into how to consider building your Tech Stack and some great options to consider! Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Project Ferro: https://www.projectferro.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.lin...
Build a Business not an Agency with Brett Young
April 26, 2023 11:00 - 45 minutes - 31.4 MBToo many Agency Owners are building an Insurance AGENCY and not building a BUSINESS. Brett Young and Erb and Young are bucking that trend and building a Personal Development company that just happens to sell insurance. We have a fantastic conversation about what they are doing to Build a Business. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Erb and Young: https://www.erban...
Ascend to the Next Level with Chris Peabody
April 19, 2023 14:00 - 31 minutes - 21.4 MBMake things EASY on your clients! Chris Peabody and Ascend are rethinking payments and making it EASY on your clients to make their payments. We go deep on the best ways to create efficiency with Insurtech and how to implement and evaluate new systems you are looking to implement. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Ascend: https://www.useascend.com/ LAUNCH: https:...
(SALES PROCESS SERIES) Michael Bodack - How Face-to-Face Meetings Can Set You Apart
February 08, 2023 15:00 - 44 minutes - 30.9 MBLet's face it... tech is taking over! But sometimes, a face-to-face meeting is what it takes to truly set you apart from your competition. Michael Bodack, President of York International, joined us today to talk about his sales process and how an in-person meeting can be the determining factor for clients. Learn some of Michael's tips for a successful client relationship and the strategies York has implemented over the years. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://w...
(OPTIMAL TECH STACK SERIES) David Clausen - How to Drive Digital Traffic to Maximize Conversion
February 01, 2023 15:00 - 45 minutes - 31.3 MBDavid Clausen, CEO at Coastal Insurance Solutions, joined the Optimal Tech Stack Series today to discuss how he established his company's digital footprint and how it's helped them grow. How can you drive the right digital traffic to your website? David has some great tips on content creation, agency management software and more in today's episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/...
(OPTIMAL TECH STACK SERIES) Ryan Deeds - Pinpointing Your Top 5 Problems and Optimizing Tech to Solve Them
January 25, 2023 15:00 - 48 minutes - 33.1 MBWelcome to our new Optimal Tech Stack Series! We're excited to talk with some of the most forward-thinking people in the industry and get their insight on all things technology. Today, we welcomed back Ryan Deeds, who is at the forefront of insurance technology with his company, Ennabl. Ryan is passionate about technology and uses it to help empower advisors just like you. What problems are you currently facing in your business? Have you evaluated options for adding pieces to your tech sta...
(SALES PROCESS SERIES) Stephen Turnbull - Starting an Agency from Scratch: What You Need to Know
January 18, 2023 14:00 - 41 minutes - 28.3 MBStephen Turnbull, President of T5 Insurance Services, joined the show today to discuss how he took the leap and started T5 from scratch. Building his new client base has been a combination of relationship building, marketing, and quality service. T5's mission is to Understand, Educate, and Protect. Stephen gives us some insight into that process and what his first year in business brought him. Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Str...
Ryan Deeds - The Power of ChatGPT
January 11, 2023 15:00 - 47 minutes - 32.4 MBWhat is ChatGPT? OpenAI has trained a model called ChatGPT which interacts in a conversational way. The dialogue format makes it possible for ChatGPT to answer followup questions, admit its mistakes, challenge incorrect premises, and reject inappropriate requests. ChatGPT is a sibling model to InstructGPT, which is trained to follow an instruction in a prompt and provide a detailed response. This is a powerful tool that you and your team can use to maximize your time. Happy chatting! Ep...
(SALES PROCESS SERIES) Josh Gurley - Changing the Way You View Your Sales Process
January 04, 2023 15:00 - 57 minutes - 39.5 MBJosh Gurley, Insurance Agency Owner at HM Advisors, joined the Sales Process Series today to talk through changing the way you view your sales process. Being an advisor is not simply knowing insurance. It's a deeper understanding of your client and the risk associated with their business. At the end of the day, what separates one advisor from another, is their ability to proactively service their clients, and their knowledge of the insurance industry, risk management, products, and differen...
(SALES PROCESS SERIES) Dawnyel Smink - Becoming An Extension of Your Clients' Team
December 27, 2022 17:00 - 42 minutes - 29.5 MBDawnyel Smink, President of Canyon Lands Insurance/CLI Select Agencies, joined the Sales Process Series to discuss becoming a trusted advisor with your clients. Becoming a trusted advisor means being a true extension of your client’s team. When they have a problem that needs a solution, you are the first person to come to mind. Dawnyel challenges her clients to focus on what matters most—how to protect their families, their businesses and their assets from the unexpected. As a former eleme...
(SALES PROCESS SERIES) Andrew Atkinson - Building Your Own Unique Strategy to Stand Out
December 21, 2022 15:00 - 48 minutes - 33.1 MBAndrew Atkinson, Business Insurance Professional from INSURICA Southwest, joined the Sales Process Series to discuss how he differentiates himself from others in the industry. Andrew uses unique marketing strategies, seminars, knowledge of the insurance industry, and his outgoing personality to truly connect with his clients. Enjoy the episode! Link to Andrews previous episode: https://www.buzzsprout.com/1509511/11242986?t=0 Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norri...
(SALES PROCESS SERIES) James Jenkins - RiskWell: How to Attract the Right Clients
December 14, 2022 14:00 - 44 minutes - 30.6 MBJames Jenkins, Founder & CEO at RiskWell & Host at the Agency Freedom Podcast, joined the Sales Process Series to talk through attracting and retaining the right clients. During his sales process, James discovers all the cool things his clients do to ensure their partnership is built on a solid foundation. One of James' core beliefs is that a solid risk management and insurance program is the foundation of every strong business and every financially successful family. Enjoy the episode! Ep...
Mick Hunt - Strategy & Analytics - Taking Your Business to New Heights in Revenue
December 08, 2022 16:00 - 38 minutes - 26.8 MBMick Hunt, Chief Executive Officer at Premier Strategy Box, joined GPP today to talk analytics and strategies to grow your revenue like never before. For Mick, revolutionizing his company's processes was as much about effective KPIs and top-tier RevOps processes as it was about technical know-how. Learn some of Mick's strategies in today's episode! More about Premier Strategy Box: Premier Strategy Box is a RevOps and SalesOps-focused consulting firm committed to supercharging your company's...
(SALES PROCESS SERIES) Ciara Gravier - Bunker Your Risk: Branding to Stand Out
November 30, 2022 15:00 - 46 minutes - 32.1 MBCiara Gravier, Founder & CEO of The Bunker Insurance & Risk Management, joined the Sales Process Series to talk through her brand and how she got to this point in her career. In order to stand out in today's internet culture, Ciara gets creative with her branding and incorporates it into her sales process. Bunker Your Risk and tune in to hear some of Ciara's creative strategies. Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https...
Meg McKeen - Knowing Your Value - Developing Engaging & Collaborative Teams & Leaders
November 23, 2022 19:00 - 41 minutes - 28.3 MBMeg McKeen, Founder & Consultant at Adjunct Advisors, LLC, and Host of the Bound & Determined podcast, joined the show today! As the principal consultant at Adjunct Advisors, LLC, Meg helps individuals and organizations to know, communicate, and honor their value. Her goal with Adjunct Advisors is to do more to support the individuals that choose a career in the insurance industry. At the intersection of personal and professional development, insurance salespeople may struggle to define t...
(SALES PROCESS SERIES) Casey Schrader - The Framework Needed to Double Your New Business Revenue
November 16, 2022 15:00 - 40 minutes - 28.1 MBWelcome to our brand new Sales Process Series, where we interview top producers in the insurance industry and give you strategies to more than DOUBLE your new business revenue! Today, we welcome Casey Schrader, Risk Management Advisor at Oswald Companies. Along with a structured framework, Casey provides education and tools that help his clients succeed. Tune in for his strategies and more! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strate...
Jelani Fenton - Building the Next Generation of Insurance Talent & the Value of Remaining Independent
November 02, 2022 14:00 - 31 minutes - 21.6 MBJelani Fenton, Founder & CEO at Safari, joined the show to discuss building the next generation of talented Insurance Advisors and mentoring young folks who are eager to start their journey. His company, Safari, is on a mission to create career and economic advancement opportunities for a diverse pool of job seekers and to develop a high-performing, diverse workforce for the insurance industry. Learn some tips to attract and retain quality people from one of the best in the industry and en...
John Jackovin - How to Accelerate Growth Using Insurtech
October 26, 2022 15:00 - 39 minutes - 27.2 MBInsurTech is a booming industry that is rapidly growing and helping Risk Advisors accelerate into the future. John Jackovin, Executive Director at BrokerTech Ventures, joined the show to talk all things insurtech. John has worked tirelessly to bend the innovation curve and bring value to Advisors all over the country. As he says, "I like building things that a lot of people think about, but most people don't act upon." Enjoy the episode! About BrokerTech Ventures: Our BrokerTech Ventures...