Insurance Agency Trendsetters
55 episodes - English - Latest episode: about 2 months ago -Join Charlotte Hicks and George Robertson as they discuss trends in marketing and technology to help insurance agents be more profitable and efficient and deliver a customer experience that attracts and retains their ideal clients.
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Episodes
Brad Ruben: Cybersecurity, DMARC, and How Agents are Using AI
March 05, 2024 11:00 - 43 minutes - 29.6 MBBrad Ruben of Archway Computers joins us to talk about all things IT for independent agencies: Cybersecurity and unusual requirements in carrier contracts How DMARC impacts your agency emails and what you must do immediately Why Multi-factor Authentication is so critical One easy-to-use tech tool that customers love How AI is being used in agencies today As an independent agent, it's easy to push IT to the back burner but as Brad explains, having up-to-date software and security proced...
Ron Shroyer: How AI is Helping Insurance Agencies Grow Organically
December 12, 2023 22:00 - 33 minutes - 23.3 MB#041 - Join us for an engaging discussion as Charlotte Hicks and George Robertson chat with Ron Shroyer from Aureus Analytics about the latest developments in their company over the past two years. In this podcast episode, we dive into the world of insurance technology and its impact on the industry's operations and client services. Ron sheds light on the growing utilization of AI and big data analytics in insurance agencies. These technologies are playing a significant role in streamlini...
Digipraise: How to Build Customer Loyalty through Jewelry Appraisals
November 07, 2023 15:00 - 46 minutes - 31.6 MBEpisode #40 Discover how Ali McLaney and Dana Grodin of Digipraise have created an easier, faster, and more affordable way for your customers to update their jewelry appraisals. What is preventing your customers from keeping their jewelry appraisals current? The hassle of taking their pieces to a jewelry store? The expense of the appraisals? Simply forgetting about them once they are scheduled on the policy? Digipraise has solved all of these problems and given insureds a quick and affo...
2023 Outlook: Challenges and Opportunities Facing The Insurance Industry
January 25, 2023 21:00 - 40 minutes - 27.7 MB#039 — George Robertson and Charlotte Hicks look at some of the main challenges facing agents this year and three ways to be successful in 2023. They talk about: ChatGPT by OpenAI and potential benefits for agents The long-term impact of developments in cryptocurrency What to expect from the hard market and anticipated recession How insurance coverage could be affected by pandemic court cases Challenges finding staff and the role of a remote workforce Plus, three tips for positionin...
Ron Berg: How ACT Helps Agencies Leverage Technology to Build Agency Value
May 17, 2022 14:00 - 47 minutes - 32.9 MB#038 — Ron Berg, retiring director of the Agents Council for Technology (ACT) joins us to discuss how technology impacts customer satisfaction, the critical role of cyber security in agencies, and how insurtechs are helping agents serve their customers better. Listen in as we talk with Ron about: How the customer experience has changed and how it impacts workflows What technology touchpoints agents need to implement to build customer loyalty How to get access to the ACT resources for fr...
Jes Lipson: The Lost Art of Keeping in Touch
April 05, 2022 14:00 - 48 minutes - 33.6 MB#037 — Jes Lipson, CEO of Levitate joins us to talk about the lost art of keeping in touch and how doing it the right way can spur higher sales and higher agency value. Just some of what we cover in our discussion: The problem with most email services today How you can stay top of mind with your prospects and customers The difference between networking and building relationships A surprise use for Levitate — what he calls “black belt mode” What’s coming next for Levitate users We ...
Jes Lipson: The Lost Art of Keeping in Touch
April 05, 2022 14:00 - 48 minutes - 33.6 MB#037 — Jes Lipson, CEO of Levitate joins us to talk about the lost art of keeping in touch and how doing it the right way can spur higher sales and higher agency value. Just some of what we cover in our discussion: The problem with most email services today How you can stay top of mind with your prospects and customers The difference between networking and building relationships A surprise use for Levitate — what he calls “black belt mode” What’s coming next for Levitate users We ...
Diane Wagner: Designing the Path from Exclusive Agent to Independent Agent
March 15, 2022 21:00 - 52 minutes - 36.2 MB#036 — Diane Wagner and the First Choice Agents Alliance had a huge task: Help Nationwide agents negotiate the transition from Exclusive Agent to Independent Agent. Hear how the transition has gone, how FCAA is helping agencies thrive, and how they are partnering with IIANC to tackle the biggest challenge in the industry today — attracting new talent. Listen in as we dive into the topic and discuss... Choosing and implementing an Agency Management System What Nationwide agents have br...
Bonus Episode: A Look Back at 2021 and a Look Ahead to 2022
December 31, 2021 20:00 - 55 minutes - 38 MB#035 – George and Charlotte look back at highlights from the last year and give their predictions for the industry in 2022. Referenced Podcast Episodes: Chris Paradiso Aubie Knight – IIANC Chris Lane - Tarmika Kat Ternes - Agency Zoom Carey Wallace – Agency Focus Ron Shroyer – Donna for Agents Peter MacDonald and Joe Schnare - Wunderite Seth Zaremba - bAtomic Are Your Customers Hearing What You’re Saying? CNA Cyberattack Case Study Lisa Lounsbury- Big I NY Jason ...
Bonus Episode: A Look Back at 2021 and a Look Ahead to 2022
December 31, 2021 20:00 - 55 minutes - 38 MB#035 – George and Charlotte look back at highlights from the last year and give their predictions for the industry in 2022. Referenced Podcast Episodes: Chris Paradiso Aubie Knight – IIANC Chris Lane - Tarmika Kat Ternes - Agency Zoom Carey Wallace – Agency Focus Ron Shroyer – Donna for Agents Peter MacDonald and Joe Schnare - Wunderite Seth Zaremba - bAtomic Are Your Customers Hearing What You’re Saying? CNA Cyberattack Case Study Lisa Lounsbury- Big I NY Jason ...
Ron Shroyer: Leveraging Data to Add Value to Your Customers and Your Agency
December 28, 2021 19:00 - 44 minutes - 30.7 MBDescription: #034 – What you don’t know about your customers can hurt you — and them. In this episode, we talk with Ron Shroyer of Aureus Analytics about how Donna for Agents is helping agents improve their customer experience, increase retention, and grow their agencies. There’s no question, we’re living in the age of data analytics. Companies outside of the insurance industry are using it to provide a better customer experience so your agency customers expect that level of service from...
Wunderite: How Making Customers Your Focus Benefits Everyone
December 07, 2021 11:00 - 45 minutes - 31.3 MB#033 – One form. 550 fields. Agents hate it. Customers hate it. But now there’s another way. Discover how Wunderite has transformed the information-gathering process so it’s simple, effective, and customer-friendly. Peter MacDonald and Joe Schnare join us on the podcast for an inside look at how Wunderite is helping agents focus on what they do best — advise their clients. Just some of what we discuss… The key problem Wunderite was created to solve How we’ve been missing opportunities ...
Aubie Knight: Helping Agencies Thrive in the Insurtech World
November 18, 2021 19:00 - 55 minutes - 38.1 MB#032 – Aubie Knight of IIANC see a “great day of reckoning” coming for insurance agents. Find out how IIANC is helping their agents prepare and succeed as the insurance landscape changes. In today’s podcast, Aubie discusses: The biggest challenge agents say they are facing in the next three years Why insurance education isn’t enough to guarantee CSR success What is now causing a great divide among agencies and how you can be on the profitable side One thing you must be spending m...
Carey Wallace: Are You Leaving Money on the Table?
November 03, 2021 18:00 - 43 minutes - 29.9 MB#031 – Most agency owners spend their entire careers making sales but forgetting to prepare for the one that has the most impact — selling their agency. Find out what you need to do now so you don’t leave money on the table. In today’s podcast, Carey talks about: The aging demographic in the industry and what that means to you How the pandemic has changed agency owners’ plans Four trends impacting agency value today Avoiding a fire sale price — easy steps to take today to protect you...
Chris Paradiso: Building a Customer-Centric Agency
October 20, 2021 18:00 - 51 minutes - 35.6 MB#030 – Discover how Chris Paradiso has established a solid, consistent brand that resonates with his ideal customers and has given him consistent, high-quality growth. In today’s podcast, Chris talks about: What a brand guide is and why you must have one How and why to take a stand and quit trying to please everyone The three key things that you need for a strong online presence What his agency does to drastically improve the customer experience – and increase retention The tech tool...
Chris Paradiso: Building a Customer-Centric Agency
October 20, 2021 18:00 - 51 minutes - 35.6 MB#030 – Discover how Chris Paradiso has established a solid, consistent brand that resonates with his ideal customers and has given him consistent, high-quality growth. In today’s podcast, Chris talks about: What a brand guide is and why you must have one How and why to take a stand and quit trying to please everyone The three key things that you need for a strong online presence What his agency does to drastically improve the customer experience – and increase retention The tech tool...
Seth Zaremba: Uncovering the Hidden Value in Your Agency
October 07, 2021 14:00 - 44 minutes - 30.7 MB#029 – Data. It’s been in our agencies all along. We just haven’t been able to see it in a way that’s helpful. Seth Zaremba, founder of batomic and creator of neon, isn’t just helping agents with data analytics. He’s changing the way we do business and making it better for the consumer, more profitable for the agent, and bringing more value to carrier relationships. In today’s podcast, Seth reveals: How Otis Elevator Company scooped the insurance industry The fatal flaws in most agen...
Seth Zaremba: Uncovering the Hidden Value in Your Agency
October 07, 2021 14:00 - 44 minutes - 30.7 MB#029 – Data. It’s been in our agencies all along. We just haven’t been able to see it in a way that’s helpful. Seth Zaremba, founder of batomic and creator of neon, isn’t just helping agents with data analytics. He’s changing the way we do business and making it better for the consumer, more profitable for the agent, and bringing more value to carrier relationships. In today’s podcast, Seth reveals: How Otis Elevator Company scooped the insurance industry The fatal flaws in most agen...
Are Your Customers and Prospects Really Hearing What You’re Saying?
May 25, 2021 18:00 - 22 minutes - 15.8 MB#028 – Recently, two 911 calls highlighted a common problem –- we don’t always communicate clearly, even when we’re speaking the same language. We’ll listen to the 911 call and then talk about how it applies to our conversations with customers, prospects, and others we do business with. For full show notes and previous podcast episodes go to: www. Insuranceagencytrendsetters.com/028 And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus e...
Are Your Customers and Prospects Really Hearing What You’re Saying?
May 25, 2021 18:00 - 22 minutes - 15.8 MB#028 – Recently, two 911 calls highlighted a common problem –- we don’t always communicate clearly, even when we’re speaking the same language. We’ll listen to the 911 call and then talk about how it applies to our conversations with customers, prospects, and others we do business with. For full show notes and previous podcast episodes go to: www. Insuranceagencytrendsetters.com/028 And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus e...
CNA: A Cyberattack Case Study
May 04, 2021 18:00 - 30 minutes - 20.8 MB#027 – CNA recently experienced a severe and sophisticated rasomware attack. George and Charlotte examine the aspects of the attack and the wide-ranging impacts. Just some of what’s covered in today’s discussion: What happened and the impact to CNA’s ability to conduct business How policyholders were impacted What was done well and what could have been done better How agents can protect themselves from similar attacks Steps every agent should do for their customers in this situation ...
Lisa Lounsbury: How the Big I is Supporting Agents through the Pandemic and Beyond
April 20, 2021 12:00 - 38 minutes - 26.3 MB#026 – In today’s episode, George and Charlotte talk with Lisa Lounsbury of the Big I New York about their experience through the pandemic, the new ways they are supporting independent agents, and the upcoming launch of Catalyit. Just some of what’s covered in today’s discussion: The impact of the pandemic on their agents and association How they reacted to the regulatory directives from the state government The challenge of finding talent in the insurance industry and how they are solv...
Lisa Lounsbury: How the Big I is Supporting Agents through the Pandemic and Beyond
April 20, 2021 12:00 - 38 minutes - 26.3 MB#026 – In today’s episode, George and Charlotte talk with Lisa Lounsbury of the Big I New York about their experience through the pandemic, the new ways they are supporting independent agents, and the upcoming launch of Catalyit. Just some of what’s covered in today’s discussion: The impact of the pandemic on their agents and association How they reacted to the regulatory directives from the state government The challenge of finding talent in the insurance industry and how they are solv...
Chris Lane of Tarmika - Building the Path of Least Resistance
April 06, 2021 13:00 - 30 minutes - 21.2 MB#025 – In today’s episode, George and Charlotte talk with Chris Lane of Tarmika about streamlining the commercial lines quoting process so agents can focus their time on the customer, not carrier applications. Just some of what’s covered in today’s discussion: The sneaky way profits may be leaking out of your agency Painlessly streamlining policy placement How agencies are benefiting from Tarmika’s partnership with bAtomic and Neon TarmikaX and agency lead generation Customizing Tarm...
Jason Liu of Zywave: Building a Full Stack Insurance Agency Platform
March 23, 2021 14:00 - 27 minutes - 19 MB#024 – In today’s episode, George and Charlotte talk with Jason Liu of Zywave about how the tech needs of today’s agencies drove their acquisitions and platform build-out. Just some of what’s covered in today’s discussion: Why agents need to shift now into next generation sales and productivity How the acquisition of ITC gives agents the full stack agency they need to be successful How Zywave is making data more automated and efficient for agencies The Netflix model and how it’s changi...
Kat Ternes of Agency Zoom: The Key Component to Hitting Your Goals
March 09, 2021 13:00 - 34 minutes - 23.8 MB#023 – In today’s episode, George and Charlotte talk with Kat Ternes, VP of Revenue at Agency Zoom, about the one step in goal setting most people forget about and how it can make all the difference in the success of your agency. Just some of what’s covered in today’s discussion: Most agency owners are great at two of the three key steps in goal setting. It’s the critical third step that can make the difference between achieving a goal and missing it. Agency zoom is helping agency owner...
Recent Happenings in the Insurance Industry (Part 3)
February 23, 2021 21:00 - 20 minutes - 14.2 MB#022 – In today’s episode, George and Charlotte discuss the recent SolarWinds hack and other current cyber liability issues. Just some of what’s covered in today’s discussion: Could you have been impacted by the SolarWinds hack? It had implications far beyond what you might have thought. What should you do in the event of a breach? Good news – your cyber liability carrier may be able to help in an emergency. When – and how – to train your staff to recognize and react to phishing, hac...
Recent Happenings in the Insurance Industry (Part 3)
February 23, 2021 21:00 - 20 minutes - 14.2 MB#022 – In today’s episode, George and Charlotte discuss the recent SolarWinds hack and other current cyber liability issues. Just some of what’s covered in today’s discussion: Could you have been impacted by the SolarWinds hack? It had implications far beyond what you might have thought. What should you do in the event of a breach? Good news – your cyber liability carrier may be able to help in an emergency. When – and how – to train your staff to recognize and react to phishing, hac...
Recent Happenings in the Insurance Industry (Part 2)
February 09, 2021 19:00 - 19 minutes - 13.4 MB#021 – In today’s episode, George and Charlotte discuss online censorship and how agents can mitigate the risk to their agency. What would you do if your Facebook business page was suddenly taken down? Or if your online ad account was shut down? Or you discovered someone was impersonating you online? And most importantly, how can you protect yourself from the negative consequences of the ban hammer? For full show notes go to: www. Insuranceagencytrendsetters.com/021 If you missed ...
Recent Happenings in the Insurance Industry (Part 1)
January 26, 2021 19:00 - 19 minutes - 13.5 MB#020 – In today’s episode, George and Charlotte discuss some of the acquisitions that have happened in the last few weeks and what that means for independent insurance agents. In 2020, agency merger and acquisitions were up a whopping 20%. And there’s been plenty of activity in other areas of the industry as well. We dive into Applied Systems’ acquisition of EZLynx, Zywave’s acquisition of ITC, American Family’s acquisition of Bold Penguin, and Brown & Brown’s acquisition of CoverHound....
Recent Happenings in the Insurance Industry (Part 1)
January 26, 2021 19:00 - 19 minutes - 13.5 MB#020 – In today’s episode, George and Charlotte discuss some of the acquisitions that have happened in the last few weeks and what that means for independent insurance agents. In 2020, agency merger and acquisitions were up a whopping 20%. And there’s been plenty of activity in other areas of the industry as well. We dive into Applied Systems’ acquisition of EZLynx, Zywave’s acquisition of ITC, American Family’s acquisition of Bold Penguin, and Brown & Brown’s acquisition of CoverHound....
George Robertson on Data Recovery, Ransomware, and Keeping Your Agency Safe
August 18, 2020 17:00 - 33 minutes - 23.2 MB#019 – In today’s episode, we talk about the impact of sudden data loss, ransomware in the news, and how you can keep your agency’s digital assets protected. Discover what Charlotte did right – and what she did wrong – before her hard drive crash last week. We discuss the Garmin ransomware attack and how you can protect your own data from the same risk. And, we delve into the many aspects of protecting your agency in an online world. For full show notes go to: www. Insuranceagencyt...
George Robertson on Data Recovery, Ransomware, and Keeping Your Agency Safe
August 18, 2020 17:00 - 33 minutes - 23.2 MB#019 – In today’s episode, we talk about the impact of sudden data loss, ransomware in the news, and how you can keep your agency’s digital assets protected. Discover what Charlotte did right – and what she did wrong – before her hard drive crash last week. We discuss the Garmin ransomware attack and how you can protect your own data from the same risk. And, we delve into the many aspects of protecting your agency in an online world. For full show notes go to: www. Insuranceagencyt...
Jeff Arnold: The Tucson Agent Disrupting InsurTech
August 04, 2020 10:00 - 25 minutes - 17.7 MB#018 – Contrary to popular belief that InsurTech is disrupting the insurance industry, Tucson agent Jeff Arnold says we’re actually the ones in control. Find out how he is integrating the best of InsurTech with the unique talents of the independent agent to deliver a better experience to his agency customers. In this episode, we dive into InsurTech – past, present, and future and talk about how technology is allowing us to speed up the insurance buying cycle. Plus, we talk about how agen...
Cameron Annas: Transforming a Multi-Generational Insurance Agency — Episode 17
July 21, 2020 13:00 - 29 minutes - 20.1 MB#017 – Coming into the family insurance agency as a young agent, it would be easy to accept the status quo but that’s not what Cameron Annas did. Find out how he was able to implement significant changes in the agency with the full support of his dad and the existing agency staff. Cameron is a graduate of the Appalachian State University Risk Management and Insurance program and has forged a mutually beneficial relationship with ASU and their agency. Plus, he’s developed a creative interv...
How to Communicate Effectively in the 2020 World — Episode 016
July 07, 2020 17:00 - 22 minutes - 15.3 MB#016 – 2020 has thrown us enough challenges to last a decade. It’s also forever changed how we communicate with our staff, clients, and prospects. Today, we take a deep dive into how communication has changed and what you need to know about internal and external communication in 2020 and beyond. There are three main areas of impact: 1. Pandemic-related 2. Racial tensions 3. Social Media and offensive speech We’ll address these and other questions: What do you do if your s...
Chip Bacciocco: How Agency Nation Pivoted to Conduct Elevate Conference 2020 Online
June 23, 2020 14:00 - 25 minutes - 17.7 MB#015 – As the pandemic spread, Chip Bacciocco was faced with the difficult situation of determining what would happen to the Elevate 2020 conference. Hear how Agency Nation pivoted from an in-person conference to an online conference. The first question was how to translate the energy of an in-person kick-off to an online event. Being aware of what would and wouldn’t work was important and resulted in a big win right out of the gate. The keynote speaker did a fantastic job of shifting a ...
Chip Bacciocco: How Agency Nation Pivoted to Conduct Elevate Conference 2020 Online
June 23, 2020 14:00 - 25 minutes - 17.7 MB#015 – As the pandemic spread, Chip Bacciocco was faced with the difficult situation of determining what would happen to the Elevate 2020 conference. Hear how Agency Nation pivoted from an in-person conference to an online conference. The first question was how to translate the energy of an in-person kick-off to an online event. Being aware of what would and wouldn’t work was important and resulted in a big win right out of the gate. The keynote speaker did a fantastic job of shifting a ...
Becky Schroeder: How Agencies are Attracting Customers Online
June 09, 2020 10:00 - 25 minutes - 17.4 MB#014 – The pandemic has shifted consumers attention online. Hear how agencies are attracting new prospects through their websites and online marketing. Becky Schroeder, CMO of ITC joins us to discuss agency websites and how agencies have been successful attracting prospects with online marketing. As the leading provider of agency websites, ITC has access to key analytics which have shown a significant increase in website traffic and online quoting. In addition, there’s been a continued s...
Becky Schroeder: How Agencies are Attracting Customers Online
June 09, 2020 10:00 - 25 minutes - 17.4 MB#014 – The pandemic has shifted consumers attention online. Hear how agencies are attracting new prospects through their websites and online marketing. Becky Schroeder, CMO of ITC joins us to discuss agency websites and how agencies have been successful attracting prospects with online marketing. As the leading provider of agency websites, ITC has access to key analytics which have shown a significant increase in website traffic and online quoting. In addition, there’s been a continued s...
Dr. Michelle Osborne — How the Department of Insurance is Using Technology to Serve Companies, Agents, and Consumers
May 26, 2020 13:00 - 22 minutes - 15.4 MB#013 – Today’s guest is Dr. Michelle Osborne, Chief Deputy Commissioner of the North Carolina Department of Insurance. In this interview, Dr. Osborne talks about the technology they’ve used to communicate with staff during the pandemic as well as how they’ve been able to continue the operations of the department while working remotely. We also discuss the mobile app and how it’s helping agents and consumers get faster service. Then, we dive into how the DOI has shifted to online contin...
Dr. Michelle Osborne — How the Department of Insurance is Using Technology to Serve Companies, Agents, and Consumers
May 26, 2020 13:00 - 22 minutes - 15.4 MB#013 – Today’s guest is Dr. Michelle Osborne, Chief Deputy Commissioner of the North Carolina Department of Insurance. In this interview, Dr. Osborne talks about the technology they’ve used to communicate with staff during the pandemic as well as how they’ve been able to continue the operations of the department while working remotely. We also discuss the mobile app and how it’s helping agents and consumers get faster service. Then, we dive into how the DOI has shifted to online contin...
The Way Forward — Financial and Marketing Tips
May 12, 2020 09:00 - 22 minutes - 15.2 MB#012 – As we emerge from stay-at-home orders with a greatly weakened economy, here’s what agents need to do now to ensure the health of their agencies. We discuss the three most important financial actions to take, three areas of clarity every business must have today, and the three keys to successful customer acquisition. Charlotte goes into more detail in the new special report, The Way Forward — A Crisis Recovery Roadmap. To download the Crisis Recovery Roadmap and for full show no...
George Robertson: Tips for Working Remotely
April 28, 2020 09:00 - 22 minutes - 15.8 MB#011 – Although insurance agencies have been designated as “essential businesses,” most agencies have had to shift to working remotely in order to comply with state stay-at-home orders. In this podcast, George shares: How his agency operations changed with remote work His top technology tools that have made the shift to remote work go more smoothly Cyber-liability impacts to agents and your clients For full show notes and links, please visit: www. Insuranceagencytrendsetters.com/011 ...
George Robertson: Tips for Working Remotely
April 28, 2020 09:00 - 22 minutes - 15.8 MB#011 – Although insurance agencies have been designated as “essential businesses,” most agencies have had to shift to working remotely in order to comply with state stay-at-home orders. In this podcast, George shares: How his agency operations changed with remote work His top technology tools that have made the shift to remote work go more smoothly Cyber-liability impacts to agents and your clients For full show notes and links, please visit: www. Insuranceagencytrendsetters.com/011 ...
Jane Sanford: How Video is Driving Sales and Building Customer Loyalty
April 14, 2020 08:00 - 28 minutes - 19.6 MB#010 – Are you using video in your agency? If you’re not, you’re missing out on connecting with thousands of potential customers. In this episode, Jane Sanford of Simple Video Academy explains how you can produce pro-quality videos quickly, easily, and inexpensively so your agency is found online by your best prospects. Over 80% of online traffic today is being driven by video. If you don’t use video, it’s likely your business won’t be found online. Video has a much greater reach than blog...
George Robertson - Insights from the IIANC Tech Symposium
March 31, 2020 09:00 - 24 minutes - 17.1 MB#009 – At the recent IIANC Technology Symposium, George Robertson discussed three major tech trends that will impact how you’ll run your agency in the future. He also gives us his top takeaways from presentations by Syd Roe, Jack Wingate, and Kitty Ambers. For full show notes and links, please visit: www. Insuranceagencytrendsetters.com/009 Also, be sure to click “subscribe” in iTunes or your podcast provider so you don’t miss any upcoming episodes, including unannounced bonus episode...
Charlotte Hicks: What Prospects Really Want
March 17, 2020 09:00 - 17 minutes - 12 MB#008 – In this episode, discover what prospects really want and what the real problem is when they don’t buy. The closing ratio across all industries is around 19%. That leads sales people to believe people hate to buy. The reality is people love to buy – but they hate to be sold. Instead of a process that extracts value, we need to build one that exchanges value. Then, the client feels like they walked away with as much or more value than they gave you in payment. The key to achiev...
Joe Hagan: How Systems can Boost Revenue and Free Up Your Time
March 04, 2020 09:00 - 34 minutes - 23.9 MB007 - Charlotte Hicks interviews Joe Hagan, founder and president of Freedom Through Systems and creator of Agency Sales Machine. Joe helps insurance agency owners maximize sales effectiveness, operational efficiency, and ultimately, agency profitability, cash flow, and market value. Listen in and discover: What a true system is... and isn't What benefits you can enjoy by implementing true business systems in your agency Common mistakes agencies make that rob them of the benefits of h...
Get to Know Your Host: Charlotte Hicks
February 18, 2020 09:00 - 24 minutes - 16.6 MB#006 – In this episode, you’ll get to know business growth and marketing expert Charlotte Hicks. She discusses how the Growth Triad and the Customer Value Journey are critical components of business growth as well as the top three mistakes most agency owners make today that hinders their growth. For full show notes go to: www. Insuranceagencytrendsetters.com/006 Be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.