Collabcast by IAOA with Captain Dave Jackson

Linda shares with us how she entered the insurance industry, family involved in her agency, her niche's of High Net Worth individuals and construction, and how she surrounds herself with community as it soothes her heart. Episode Topics: Linda Fisher's transition from answering phones to becoming a sales producer and eventually starting her insurance agency The significance of education an...

Bob shares with us how he and his staff are approaching the current hard market. He also explains how he manages his passions with community and his multiple businesses. Episode Topics: Bob Klinger’s background, including his military service and transition into the insurance industry. The impact of the current hard insurance market on agencies and strategies to navigate it. Bob Klinger's appr...

Pete Covill joins us from Humphrey, Covill & Coleman Insurance Agency in New Bedford, Massachusetts.  He is a third-generation agency owner shared with his sister Lisa Covill Gibson.  Pete shares with us the transition from his agency to a digital one, the implementation of technology and how they have advanced in the flood insurance market in 6 New England states. Episode Highlights: Pete men...

Ryan Hanley joins us to share how he made his path to being an agency owner, industry speaker, baseball parent, and Yankees fan. Hanley Media may be his next big thing! Episode Highlights: Ryan shares that he chose to go to college as a means of escaping his hometown and received offers from multiple schools based on his athletic abilities and academic achievements, ultimately choosing the Univers...

Brandon shares how he entered the insurance agency with his family agency, his Dave Ramsey marketing strategy, local podcast in Missoula, online course for producers, and his speaking engagements. Episode Highlights: Brandon discusses his basketball career, including playing at Southwestern University in Texas and suffering a knee injury that ended his playing days. (1:49) Brandon shares that he s...

John Mason , a native New Yorker, shares with Captain Dave about his illustrious career as an independent insurance agency retail broker and later in his career how he acquired Chenango Brokers , a wholesale broker.  He tells us about the exciting new rating platform that Chenango Brokers has released and how it can help agency brokers place more business. Episode Highlights: John shares his journ...

Julie shares with us how she began in her family agency in Florida.  She explains why getting involved in her local state associations is important to her agency. Her husband Jason and her have built a sizeable agency in a difficult Florida market. Episode Highlights: Julie shares her journey in the insurance world and how they have built their successful agency in the Florida market.  (8:17) Juli...

Grant shares how he started Stewardship with the mortgage division, followed closely by the insurance division. He then added the financial services and real estate divisions later when the timing was best. Grant also talks about his course and books that he has authored. Episode Highlights: Grant discusses his experience with golf, initially dismissing it but later realizing its value for communi...

Billy Wagner⁠ , a ⁠Brightway Insurance⁠ agency owner in Ponte Vedra Beach, Florida shares with us how he built his agency to $5M twice and how he views the Florida insurance market as an every day hard market - no big deal! Episode Highlights: Billy shares his personal experience of losing their home in a fire and how it led him to join the insurance industry and eventually become a franchise owne...

Michael shares what his new role with HawkSoft is and gives us a glimpse of some of the new enhancements we can expect to see in their AMS software. Episode Highlights: Michael shares his journey from being a teacher to working in the insurance industry and now in the software channel. (2:17) Michael explains that HawkSoft is a software company that prioritizes listening to and supporting its agen...

Bradley shares with us his career track starting with his time with a life insurance company, to Alfa, to State Farm to his current independent agency, Portal Insurance .  He also shares how he and best friend, Scott Howell , began The Insurance Guys Podcast , Making the Donuts , and Top Dog Pet Insurance . Episode Highlights: Bradley shares his beginnings in the insurance industry before starting...

James shares with us how he entered the insurance industry and later how he transitioned from being a captive agent with Farmers Insurance to becoming a scratch-independent agency owner.  He talks about his podcast Agency Freedom and his recently launched book " Leaving Captivity ". Episode Highlights: James shares that he chose the insurance industry due to its potential for residual re...

Jeff and wife Una follow in Jeff's father and grandfather's steps with building their agency in Clinton, Ontario.  Jeff talks about looking ahead at all times to where technology is taking us and how it will impact the insuring buying public. Episode Highlights: Jeff shares that he has been in the insurance industry since 1989, implementing technology like computer systems and rating syste...

Susan and her husband Howard have built their agency together in the community where they have lived and grew up in. They give back to their community in many ways as volunteers to non-profit organizations. Susan talks about how they enjoy doing that and much more! Episode Highlights: Susan shares that she and her husband took over the agency in 2000 and expanded it, leveraging their expertise in...

Chuck shares with Dave about his long career with Safeco Insurance Company and Liberty Mutual Insurance and how he started the Customers for Life workshop program.  Now that he has retired from Safeco, Chuck has authored his book " The Remarkable Insurance Agency " and explains how 11 successful independent agencies took their business to the next level. Episode Highlights: Chuck shares...

Kelly spends much of her time on Collabcast explaining to us how, in this current hard market, agency owners can help themselves by making improvements and taking advantage of opportunities to grow their agencies, increase retention, and boost employee morale.  She focuses on the processes, systems and attitudes it takes to not only survive through this hard market, but thrive on the back end of i...

Tracey Blackwell of Blackwell Insurance Group in San Antonio, Texas has built a 98% Personal Lines agency with 18 employees without ever advertising for help wanted in 19 years.  Her personal philosophy of being a servant leader has helped her thrive in a somewhat volatile market. Episode Highlights: Tracey shares about her journey in the insurance industry and recounts her early experiences in in...

Greg Hogan , from Middletown, New York, and owner of Curraba Agency , shares with our Collabcast listeners about his early career years and how he has built his agency through acquisition while focusing on a smaller town atmosphere. Episode Highlights: Greg shares his experience from his first day working as a programmer in the insurance industry at an insurance company's home office during th...

Daniel Seong , owner of Great Park Insurance in Irvine, CA tells about his trek across the ocean from Korea at 5 years old, his hard times and his better times.  Daniel shares about his family, his time as a Marine, his early career years, his explosion into the insurance industry as an agency owner and his personal journey in life. Episode Highlights: Daniel discusses his experience in the Marine...

Agency partners Brett Young (CEO), Taylor Young (COO), and Rod Erb share their rise from a start-up agency 12 years ago in Orlando, Florida to a 40+ employee agency with a personal lines focus in a difficult state to write business in - Florida. They discuss how they thrive as a partnership and embrace a very positive approach to work-centric atmospheres. Episode Highlights: Taylor discusses the e...

Don shares with us how he started as a commercial lines producer, became agency owner, and how his agency has transitioned to now 50/50 personal lines and commercial lines mix of business.  Don also spends time serving on his state Big I association board and helping young agents enter the insurance industry. Episode Highlights: Don shares his experience as a producer, including his first day in t...

Monica Adwani shares her journey from Puerto Rico to the U.S., her early years of the insurance industry with Liberty Mutual Insurance Company, Savvital (a Virtual Assistant company she founded with partner Troy Thompson ), her time as a partner with BRZ Insurance agency , and her podcast called TranscendWithM .  Her favorite iPhone app is Monday and she cannot live without it! Episode Highlights:...

Steve Anderson shares with us his illustrious career in the insurance industry.  He talks about his book The Bezos Letters , his 340,000 followers on Linkedin, his TAAR newsletter, The Catalyit Story, and his favorite iphone app (which is very high tech)! Episode Highlights: Steve shares his interest in computers and technology, and his work with agency management systems in the early 1980s. (06:2...

Doug shares about family, his photography career, and how he and his wife, Liz started New Buffalo Insurance Agency . Also, the biggest snow storm he has ever seen in Buffalo in 2022. Episode Highlights: Doug shares the worst snowstorm he has ever seen in his life, which happened during Christmas, and how it affected their agency and the community. (4:51) Doug discusses his career as a photographe...

Margeaux shares with us about her interesting insurance career, her tech startups, and a cool taxi ride in a helicopter in NYC. Episode Highlights: Margeaux shares her journey from managing insurance agencies to concentrating on the technological aspects of the industry and developing processes and procedures. (6:13) Margeaux discusses the significance of analytics and operations when directing an...