Getting Past the Premium

David 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:...

Welcome 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 y...

Stephen 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...

What 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...

Josh 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 t...

Dawnyel 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 pr...

Andrew 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.buzzspr...

James 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 progra...

Mick 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: P...

Ciara 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....

Meg 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...

Welcome 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! Episod...

Jelani 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 indust...

InsurTech 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 m...

Automating your data is the way of the future. Jamie Peers, VP of Business Development and Partnerships at Synatic, joined the show from Johannesburg, South Africa to talk about unleashing the potential of your business by leveraging and examining data. Grow your business with data and learn from one of the best in today's episode! About Synatic: Synatic seeks to help drive innovation and enh...

We're excited to have Kylie Hubbard back on the show! Kylie is the Director of Data and Lead Resources at INSURICA, where she dives into all things technology and insurance. Leveraging tech and data is a perfect way to grow in your role, and ensure you are at the top of your game when working alongside businesses to help them succeed. This philosophy coincides with building your culture withi...

Dean Hildebrandt, President at Assurex Global, joined GPP today to share his knowledge on building unique relationships and using data to effectively drive success. As a Risk Advisor, it's imperative to go into each day with an entrepreneurial mindset. Being bold, innovative and strategic can help you become more than just an insurance salesperson. The goal is to remain independent and be a t...

Welcome to GPP After Hours, where Elliot and Ryan meet at the bar to revisit episodes of Getting Past the Premium and provide their top takeaways that can help your business thrive. Tonight, they looked back at S2E26 featuring Andrew Atkinson. Check out the full episode here: https://www.buzzsprout.com/1509511/11242986?t=0 YouTube: https://youtu.be/uL6A72Wp1Nw Andrew has found success building his...

Peter MacDonald, Co-founder & CEO at Wunderite, joined the show today to discuss the 4/3/5 method and how to utilize it as an advisor to your clients. But what exactly is the 4/3/5 method? With markets rising and the thought of recession lingering, being a proactive advisor is as crucial as ever. How can you bring value and gain trust? Find out today! About Wunderite: We are insurance agents a...

Andrew Atkinson, Business Insurance Professional from INSURICA Southwest, joined the show today to discuss the best ways to provide value to your clients, prospects, and your team. Andrew brings a thorough and practical understanding of commercial insurance, with a specialization in Workers’ Compensation. He works with clients to help them improve their Experience Modifier (E-Mod) rating, lower th...

Lisa Brodersen, aka Lisa the Loan Lady with Guild Mortgage, joined the show today to discuss building the right team to enhance your client's experience. Having a cohesive team will also allow your business to flourish and grow. Once your team is established, you can begin to provide quality education that will build a foundation of trust and longevity. Enjoy the episode! More About Lisa: Lis...

Chris Senkbile, VP at UNICO and Founder at Ferro, joined the podcast to discuss empowering risk advisors and clients with technology. What tech stack might work best for you and your agency? How can you decide when to utilize technology in your sales process? It's an exciting time to be a risk advisor. Tune in to today's episode to gain some insight from one of the best in the industry!...

Kylie Hubbard, Director of Data and Lead Resources at INSURICA, joined the show today to shine a bright light on the world of insurtech and the many advantages it has for your business. As an independent agency or broker, it's imperative to utilize advancements in technology to provide the best quality of service to your clients and prospects. You won't want to miss this episode! About I...

Dan Allison and Jeff Herdzina stopped by the show today to discuss enhancing your value proposition as an advisor. Dan is the President of Brokers Clearing House and Jeff is the President of ExitBig. Thus, their insight on growing via relationships and knowledge is vast. If your goal is to become a better advisor to your clients, look no further than this episode! About Brokers Clearing House: Bro...

Welcome to GPP After Hours, where Elliot and Ryan meet at the bar to revisit episodes of Getting Past the Premium and provide their top takeaways that can help your business thrive. Tonight, they looked back at S2E16 featuring Chris Beall. Check out the full episode here: YouTube: https://youtu.be/pvxmOFKdq0c Podcast: https://www.buzzsprout.com/1509511/10765144?t=0 Trust is the most important aspe...