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225Episodes
Category: Business

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

October 13, 2021

How This Agency Grew Their Top Niche 30% YoY

Marc Petersen, President, American Advantage - Petersen Group

How did Marc Petersen, President of American Advantage - Petersen Group, pull off such fantastic growth results? Most agencies do it by “hiring more producers,” but for this agency, the secret to success was a robust communication strategy. 

In this revealing podcast discussion, Marc openly shares his strategy for rapid and reliable growth:

  • Why building the right content for your audience changes everything
  • Marc’s strategy for nurturing his growing leads list and converting them into clients
  • How the content strategy de-emphasizes insurance to get the conversation started

If organic growth is important to your insurance agency, make this conversation a priority. Marc holds nothing back and offers practical ideas that can transform your agency quickly.

September 29, 2021

The Near Future of Insurtech

Agents who are serious about the growth of their agency need to know what the future looks like. And if anyone has a crystal ball, it would be Susanne Chishti. Editor of The Insurtech Book, CEO of FINTECH Circle, and Investment Week’s “Social Media Influencer of the Year,” Susanne is a leading insurtech investor, and winner of too many awards to list here. 

In this robust conversation, Susanne shares her perspective on:

  • What insurtech will likely look like in the near and midterm future for agencies
  • Changes coming to personal and small commercial lines markets
  • The three most important keys to success for agents to thrive in the future
  • Trends in Asia and Europe that are foreshadowing changes in the U.S. market

If you’re serious about how to compete over the next few years, do not miss this conversation. 

Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

September 15, 2021

Thought Leadership: 9 Steps to Stand Out

The internet gave everyone a megaphone. Every business is a communications business, and the airwaves are full of noise, clamor, and confusion. How can your agency stand out from the crowd? To be the one your market listens to, respects, and follows? Michael Jans shares his journey for finding the answer with thought leadership marketing.

Listen now to hear Michael share:

  • The 4 building blocks of thought leadership marketing
  • A step-by-step method to earn the attention that becomes long-term loyalty
  • Why thought leadership marketing generates high-quality leads and earns maximum customer lifetime value

If marketing with integrity and authority, and becoming the obvious choice in your market is important to you, don’t miss this special episode of the Connected Insurance Podcast.

August 18, 2021

A Commercial Desk Breakthrough

Commercial lines producers know the desk can be chaos—making it harder to provide clients with a great experience without getting overworked. Erik Mitisek, CEO of Highwing believes he’s solving that problem with a multi-carrier and multi-line platform that slashes time and cuts out the confusion. 

In this conversation, Erik shares his perspective on what today’s agency must know and do: 

  • Why “the biggest currency is speed” and how agencies can move faster than their competitors with the right tools
  • How to use data to make the right decisions to grow your agency
  • How agencies can change the way they take risks in order to maximize innovation and minimize mistakes

If your agency has any commercial lines business, you don’t want to miss this podcast.

August 6, 2021

What Agents Need to Know Today

Lucas Jans, VP, Product, Agency Revolution

 

Technology has been changing everything from consumer behavior to carrier strategy to agency operations. Lucas Jans, VP of Product at Agency Revolution, has been building tech solutions for insurance agencies for more than 20 years. With one of the industry’s largest tech teams, he oversees a constant stream of updates, product innovations, and new technologies with the goal of making tech useful and easy for agents to use. 

 

In this important podcast, Luke and Michael discuss the future of the insurance agency with insights on:

 

  • Why it’s not about the tech, but the real problems it solves for agents and clients
  • How agency leaders can think differently about tech and confidently make the right decisions
  • Where agencies are headed due to new technologies

 

If getting tech right and preparing for future changes is important to your agency, make this conversation a priority. 

 

Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

July 21, 2021

Instant Insurance from Independent Agencies

Steve Lekas, Co-Founder, CEO, Branch Insurance

 

Branch Insurance has convinced some of the top investors that it’s cracked the code on “instant insurance” for independent agencies—and it’s convincing more and more consumers of the same. How? By asking fewer underwriting questions. Name and address don’t just get you a quote, it gets you one click from binding insurance. 

 

In this episode, Branch Insurance Co-Founder and CEO shares insights and secrets on:

 

  • How public data is transforming the client acquisition process
  • What consumers have declared they wish would change about insurance today
  • How independent agencies can catch up to the demand for convenience

 

Listen to this episode now to learn how Branch Insurance is trying to transform the industry from within, and how they’re bringing agents along for the ride. 

 

Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

July 7, 2021

COO Describes How Agency Skyrocketed Growth

Whitney Norcup, COO, Columbia Insurance & Wealth Management

 

Whitney Norcup, COO of Columbia Insurance & Wealth Management tells the “before and after” story of her company. How they went from a small, stagnant agency trying to figure out the modern insurance landscape to a fast-growth agency with deeper customer relationships and a bright new future. When Whitney joined her family-run agency, she brought experience from outside the industry with her and was able to see different ways of doing business. 

 

In this podcast Whitney readily shares secrets to her agency’s success:

 

  • What the agency did to boost retention by 6 points, premium per customer by 143%, and policy per customer count by 60%
  • How the agency changed everything after they embraced new technologies
  • The biggest obstacles she sees standing in the way of rapid growth for most agencies

 

Listen to this episode to learn how a real-world agency moved from their past and created a new future for themselves, their team, and their customers. 

 

Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

 

June 23, 2021

How to Never Sell on Price Again

You might think your customer only wants the lowest price—but that isn’t the case for independent insurance agencies. Selling on price kills profits and brings bad customers. But when today’s customer hears about saving money on insurance all day long, how do you avoid selling on price?

 

On this episode we have one of the nation’s top pricing experts, Reed Holden, Founder and Coach at Holden Advisors and author of Pricing with Confidence: Ten Ways to Stop Leaving Money on the Table. With articles published by Harvard Business Review, The Journal of Business Strategy, and many more, Reed delivers clear answers to the common pricing problems facing today’s independent insurance agents. 

 

On today’s episode, Reed and podcast host Michael discuss:

 

  • What to do about the hidden profit killer in your existing book of business
  • The simple but powerful formula to overcome the price issue
  • How your team should respond when someone calls for a quote

 

If you want maximum growth in 2021, make this episode a priority this week.

 

Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

 

June 9, 2021

Lending Tree Enters Insurance. Here’s What They See.

Jeff Hogue, Director - Insurance, Agent Sales, QuoteWizard 

 

When the loan giant, Lending Tree, entered the insurance industry by acquiring QuoteWizard, they gained powerful data about how people shop for insurance. Last month, they received 1,000,000 online quotes, 50,000 inbound phone calls, and thousands of conversations with insurance agents. 

 

Jeff Hogue, Director of Insurance and Agent Sales at QuoteWizard shares his unique perspective on:

 

  • The turbulence in the captive agency market, and what that means to the independent channel
  • How the industry turned pain points from the pandemic into a benefit
  • How independent agencies can compete with online ads without spending over $100 a click

 

If you want to keep your finger on the pulse of change in the insurance industry, don’t miss this eye-opening conversation with a major player. 

 

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

 

June 2, 2021

What 60 Million Policyholders Taught Us About Customer Relationship

Anurag Shah, CEO, Co-Founder, Aureus Analytics

 

Anurag Shah, CEO and Co-Founder of Aureus Analytics has been studying how customers feel about their insurance providers. First with carriers around the globe, and most recently with independent insurance agencies. After processing management systems and interaction data across more than 60 million policyholders, Anurag has crafted a way to measure customer loyalty en masse and down to the individual level. 

 

In this eye-opening podcast, Anurag shares his perspective on:

 

  • How agency-customer relationships degrade over time—and how to fix it 
  • Why you need to dig past traditional customer surveys to measure loyalty
  • How to deliver what the modern insurance consumer really wants

 

If richer, deeper, longer customer relationships are important to you, make this podcast a priority this week. 

 

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.