Doug Smart and Kyle Becker of Smart Agency share stories of growth, successes and challenges, and how they made the most of the profitable, agency ownership transition.
Attached is an excerpt from the 2021 Best Practices Study (annual study published in partnership with the Big “I” - click here for more information about this dynamic resource). This document is part of the whitepaper that focuses on perpetuation and how agencies can rethink their internal strategies.
Also linked here is Reagan Consulting’s Private Ownership Study from 2010 that outlines the four key pillars of perpetuation.
Host Kevin Brandt hosts this one with guests:
Chaundra Monday – Product Manager, Progressive
Chris Ziance – Business Leader of Government Affairs, Progressive
Robert Gordon – Sr. Vice President of Policy, Research & International, American Property Casualty Insurance Association
Risk-based pricing. It’s a method used by insurers to set policy prices. But what rating variables are used and is risk-based pricing really the best tool to predict future losses? It’s a hot topic in insurance, but what does it really mean for the industry…and consumers? Our team of industry experts walks host Kevin Brandt through the whys and how it all works and explains where agents fit into the model and how it impacts them too.
Join Chris Ziance, business leader of government affairs with Progressive Insurance; Chaundra Monday, project manager with Progressive; and Robert Gordon, senior vice president of policy, research, and international with the American Property & Casualty Insurance Association for this informative and interesting discussion.
And before you click to get started, Agency Nation wants to share some fun facts about our guests! When they aren’t talking actuarial science, this group has eclectic hobbies and stories of their own. Chris has run 39 marathons or ultramarathons in 33 states! Chaundra is a huge fan of comedic true crime podcasts. And Robert has a long history on Capitol Hill. The first legislation he worked on as a committee counsel in the US House of Representatives was an insurance anti-redlining bill back in the early 1990s. You won’t want to miss all their insights!
Jim Schubert interviews Sarah Brown from Keller Brown Insurance Services in Shrewsberry, PA. Sarah discusses her journey of perpetuating her parent's insurance agency, and how the pandemic altered their timeline. She also explains how she helped transform their agency's marketing from traditional media to 21st century digital marketing. And you'll learn about Keller Brown's philosophy of educating customers so they are empowered to make good insurance decisions, instead of just selling them policies.
Insurance Industry Can Lead on DEI Solutions
Do you recall the early days of the insurance industry’s response with EPLI, D&O, and other emerging risks and coverages? Well, we are witnessing a vast new risk area with diversity and inclusion insurance. The industry can play a huge role as both an employer and risk taker. Moreover, there is a new standard (ISO 30415) that offers a measured way to assess and reduce risk and price coverage. The angles are everywhere; cyber risk, for example, increases rapidly with unhappy workers.
Our guest James Felton Keith is at the very nexus of these developments, using his insurance expertise to make a difference. James joins Agency Nation radio with host Peter van Aartrijk to walk us through these developments and the strategic opportunity for agents, brokers and carriers in a new field, which goes well beyond the HR department!
The decision to invest in technology for your agency can be a difficult process if you don’t start with a goal in mind. What you can potentially do with the data generated from these technologies has endless possibilities. In this session we will discuss how having easier to work with technology partners and access to data can help you better understand your business, uncover clear new business and retention opportunities, maximize your carrier and client relationships by knowing what "good" business looks like and how agencies streamline the workflow of their staff to become more profitable than ever. We look forward to you joining us as we discuss these top of mind opportunities.
Agency Nation Radio Podcast Fireside chat with with host Heath Shearon and his guests Sydney Hedberg of Marsh McClennan and Isabelle Repinski of Lockton Companies and Marsh about attracting talent to the insurance industry. The insurance industry needs new talent and Sydney & Isabelle will share their thoughts and experience on how agencies need to be doing just that!
Are you looking to create a sales culture in your insurance agency? Listen to Kelly Donahue-Piro from Agency Performance Partners interview Jason Kilgo of Kilgo Insurance on how they created a sales centric agency powered by Agency Zoom.
In this episode, you will hear from two of the leading experts on insurance fraud. Host George Robertson sits down with Fred Wharton, president of North American Training Group and the International Fraud Training Group, and “Dr. Fraud” himself, Dr. Michael Skiba, vice president of International Counter Fraud Strategies with INFORM. During this discussion, you will learn how to detect potential fraud from your clients and employees and hear about some of the specific cases each of these experts have encountered. We also dive into the risk of cybersecurity and fraud in the digital age and discuss how InsurTech companies are using Artificial Intelligence to assist in detecting potential fraud
Adapted for the podcast from our Elevate Trilogy Data Conference from July, is this exclusive interview being released to the public for the first time. This one features Vertafore CEO Amy Zupon as she sits down with Big "I" president & CEO Bob Rusbuldt in an informal and candid discussion on the data and tech priorities and issues facing the independent agency channel and our industry.
Hear how data and analytics have changed the way agencies operate. This session explores the technologies and innovations that generate real value for agencies and the end-insured, as well as technologies that right now are still more hype than substance.
During the pandemic, our guest is a star and millennial agent, Patience Noah, who saw the perfect opportunity to escape the captive insurance world and start her own independent agency. Host Heath Shearon asks Patience about her background in pageants and being crowned as Miss Liberia USA in 2013. She shares how pageants helped her to come out of her shell and helped her to improve her public speaking skills. It is an awesome story of how to be proactive in learning the skills for the goals you want to achieve!
Tune in to this episode of the Agency Nation Radio with guest host Mitch Gibson. Today, Mitch welcomes on Jason Walker, founder, and CEO of Agency Insurtech. Jason is in the industry to change the industry and he says we are all in it together. This interview gets into the topics surrounding the modernization of data and analytics. It’s a conversation you won’t want to miss!
Ask any independent agent if they have heard of IVANS and they will undoubtedly say yes. In fact, most will tell you they have an IVANS account. But if you ask them how IVANS connectivity solutions with carriers, agency management systems, and agencies are headed in the next 12 months and you will often get a blank stare. In this interview between two insurance industry powerhouses, Reid Holzworth, CEO of IVANS, and Dr. Billy R. Williams take a deep dive into how IVANS is opening the customer data pipeline that many agents have craved for years.
This is a must listen to podcast interview whether you are on the carrier, agency management, or agency side of the industry.
Agency Nation Radio guest hosts Arleen and Ted Taveras sit down with Matt Bruno, COO of ReSource Pro, to discuss handling crisis management in your business. ReSource Pro was one of the first companies to deal with the coronavirus crisis in China...and has helped insurance firms around the globe improve their business operations and management. What can you learn to help your agency?
Guests Katlyn Eggar and Ron Berg outline the free resources you can use to build a better strategy for how to deal with cyber attacks. You spend most of your time protecting everyone else, so today's episode is about how to protect yourself and the agency you've worked so hard to build.
In this episode of Agency Nation Radio, Heath "the Mayor" Shearon interviews Mitch Gibson of HRM Insurance and they discuss developing lead sources, referral partners, Building your brand, and so much more.
Host Landon McCarter of Secure Agent Marketing welcomes James Whitley of Senior Life Services who runs a 200-seat call center that sells millions of dollars of insurance premium over the phone! Find out how. They will discuss Whitley's talk time strategy success and ways to make it work for you.
Customer Experience: What We’ve Learned.
Talk about enthusiasm! This recording with Trevor Bunker will leave you energized about examining your agency’s workflows – to benefit not only the customer but your associates too. Trevor is new to insurance and to Applied Systems as chief customer officer, which is a good thing because he offers some refreshing advice for smart work and service.
Join Agency Nation OG Marty Agather and Columbus Insurance Mafia member Kat Ternes of Agency Zoom as they explore the lessons and possibilities of the parable of David and Goliath.