Insurance Agency Trendsetters

#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 mut...

#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 Me...

#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 result...

#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 signi...

#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 a...

#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 Forwa...

#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 clien...

#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 v...

#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 p...

#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 t...

007 - 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...

#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 y...

#005 – In this episode, we get to know George Robertson. Find out how George became an expert in insurance agency technology and how he’s helping agencies integrate technology so the business runs smoothly and efficiently.  For full show notes and links go here: www. Insuranceagencytrendsetters.com/005  Be sure to click "subscribe" to get all upcoming episodes, including special bonus ep...

#004 - Your agency management system is packed with valuable data. In this episode, hear how InsuredMine extracts this data and presents it in a way that helps you leverage the information to make more sales and improve customer value.  George Robertson talks with Raution Jaiswall about how clients can use this technology to resolve questions they have quickly and efficiently.   For full show note...

#001 - 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.  In this podcast you'll discover how to get more from your agency technology and marketing activities, how to transform your agency into a smoothly running...

#002 - We caught up with Jeff and Una Roy of Clinton, Ontario after the IIANC InsurExpo and chatted with them about the changes they made to boost their agency growth and instill a new culture in the business.  They reveal: What they did to establish a clear brand that stood out in the market How to take advantage of other agents’ learning curves Why failure is good For full show notes and links v...

#003 - Are you tired of entering in the information for your commercial clients over and over? Want to decrease the time it takes to complete a commercial application by as much as 73%? Discover how Indio is streamlining the commercial application process and creating a better customer experience.  George Robertson talks with Ken Wohl about how Indio is helping agents with integrated technology th...