Insurance Shoptalk

In this episode of Insurance Shoptalk, host Eric Stein is joined by guests Amy Berry and Jamie Shockley from Mike Keith Insurance in Missouri. Throughout the conversation, Amy and Jamie share insights on building strong producer-account manager relationships to boost productivity and service quality. They also  discuss the importance of teamwork, effective communication, and managing high-volume w...

In this episode of Insurance Shoptalk, host Eric Stein talks with Melissa Dillon from Insurance Exam Queen, a podcast that helps aspiring insurance agents pass their exams and become licensed agents! In this episode, Melissa breaks down the challenges of the insurance exam and shares study tips, exam strategies, and more. To learn more about Melissa and Insurance Exam Queen, please visit  https://...

In this episode of Insurance Shoptalk, take a dive into the world of payroll and HR services with host Eric Stein and guest Paul Aemisegeo from PayrollMart. Paul shares how PayrollMart helps  insurance brokers assist their clients in transitioning to new payroll and HRIS systems and how PayrollMart provides tailored payroll solutions without competing with brokers. Paul and Eric also discuss other...

Exciting news! Insurance Shoptalk host Eric Stein is the author of a recently-released book,  The Blueprint: An Insurance Agency's Unconventional Rise to the Top.  In his book, Eric shares his inspiring story of taking his insurance agency from humble beginnings to strategic expansion, plus offers advice others can use to differentiate their agency, attract top talent, and adapt to changing custom...

Find out how to target the temporary staffing niche in this episode of Insurance Shoptalk! Host Eric Stein is joined by guests Lee Castin, the vice president of sales of Vensure Staffing Alliance and Brian Urso, Vensure Staffing Alliance's division president. In this episode, Lee, Brian, and Eric have an in-depth conversation about staffing-specific HR and risk management solutions, including the...

Can AI help you grow your business? In this episode of Insurance Shoptalk, join host Eric Stein for a deep-dive into the revolutionary and ever-evolving world of AI! Eric is joined by guest Dale Thomas, an AI expert and author of  The Ultimate AI Guide to Small Business Success . Eric and Dale talk about the role of AI in insurance, and how AI is revolutionizing commercial insurance and operations...

Congratulations to Kara Childress on her new role as president of VensureHR! In this exciting episode of Insurance Shoptalk, host Eric Stein talks with Kara about her role with VensureHR and her plans and priorities for the coming year. Kara also shares more details about VensureHR's programs and operations, including their staffing alliance division and their divisions for cannabis, agriculture,...

Learn how to target the cannabis niche! In this episode of Insurance Shoptalk, host Eric Stein is joined by guest Greg Cowan of Greenleaf HR, which helps cannabis industry businesses find the unique, comprehensive HR and payroll solutions they need. Greg shares more about Greenleaf HR and their solutions, sheds light on trends in the cannabis industry, and offers insights agents can use to target...

If you're working to find the best solutions for your blue-collar clients, consider FrankCrum! FrankCrum is a Florida-based PEO that offers hard-to-place Workers' Compensation, risk management, employee benefits, and other services agents can utilize to help their clients. They are also the owner of their own A-rated Workers' Comp carrier. In this episode of Insurance Shoptalk, join host Eric Stei...

If you're an agent looking to learn more about how to target the agriculture industry, this episode of Insurance Shoptalk is for you! In this episode, host Eric Stein is joined by guest Kimberly Sanders from Harbor America, an employer solutions company specializing in Workers' Compensation for the agriculture industry. Kimberly shares more about Harbor America and their Workers' Compensation prog...

 Would your P&C agency benefit from nearshore or offshore back-office solutions? Find out more in this episode of Insurance Shoptalk! In this episode, host Eric Stein is joined by guests Mark Stetson and Henderson Watkins from Solvo Global. They share more about Solvo Global and their many services for P&C agencies, like processing certificates, scrubbing acords, forwarding policy information, and...

Welcome to another episode of Insurance Shoptalk! In this episode, join host Eric Stein and guest Bill Kaley! Bill Kaley is the president of Colony West, an insurance agency that helps midsize businesses find coverage, expertise, and peace of mind. While many agencies focus on property and casualty insurance, Colony West goes a step beyond, offering assistance on HR, HR training, risk management,...

In this episode of Insurance Shoptalk with host Eric Stein, learn all about learn all about Southeast Personnel Leasing Inc. SPLI is based in Tampa, FL and is a professional employer organization (PEO). Their program utilizes an Am Best A-Rated Workers' Compensation carrier focusing on alternative risk. In this episode, Jason Walsh and Sean Harrell from SPLI share how SPLI specializes in alternati...

How does a national commercial insurance agency handle agency acquisitions? Find out in this episode of Insurance Shoptalk! Host Eric Stein is joined by guest Curtis Barton, the CEO of national commercial insurance agency Alkeme Insurance. He shares more of his process of agency acquisitions, plus shares what he looks for when purchasing an agency and how integration works post-sale. In addition,...

In this new episode of Insurance Shoptalk, join host Eric Stein and guest Jim Urseth, president of Reliable Premium Management (RPM), for a deep-dive into their pay-as-you-go solutions. RPM has many unique offerings, including a pay-as-you-go general liability program billed by payroll instead of the company's revenue. Their pay-as-you-go offerings also include Workers' Compensation programs, with...

In this episode of Insurance Shoptalk, join host Eric Stein and guest Vladimir Vladimirov for an in-depth exploration of NowCerts and their cloud-based integration CRM and agency management system, Automate 365. In this episode, NowCerts system manager Vladimir talks though the many uses and benefits of Automate 365, including the system's ability to assist P&C agents with task like online quoting...

Welcome to another episode of Insurance Shoptalk, where host Eric Stein provides P&C agents with industry updates and in-depth information about new tools and programs they can use to improve their business! In this episode, join Eric for a deep-dive into Whiteboard Risk, a commercial property and casualty agency, which is located in Southern California and operates in all states. In this episode,...

Are you a P&C agent interested in learning how to quote, bind, and service without the need for multiple logins? Find out more in this episode of Insurance Shoptalk with host Eric Stein and guest Phil Friedman from ibynd! ibynd is a comparative insurance rater that allows P&C agents to quote, bind, and service for property and casualty insurance carriers in Workers' Compensation—all without the ne...