Agency Freedom James Jenkins

In this episode, James talks with Patrick Murakami, Owner of Uprise Unlimited Coaching and Consulting. To learn more about Uprise Unlimited Coaching and Consulting, visit https://upriseunlimited.net. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.

Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom

Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.

Key Topics:

Patrick's family military background and its impact

Overcoming personal challenges 

Career transition from call centers to owning an insurance agency

Utilizing social media and AI in business growth

Patrick's approach to customer relationships and service

Leveraging Facebook groups for community and business development

Innovations in using ChatGPT for business efficiency and client engagement

In this episode, James talks with Tyler Woodall, Founder of Agency Aid. To learn more about Agency Aid, visit https://agency-aid.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed.

Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom

Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.


Key Topics:

Tyler's entry and evolution in the insurance industry

Transition to agency ownership and adoption of VAs during COVID

Challenges of managing an insurance agency and solutions through VAs

Development of a comprehensive training program for VAs

Decision process and execution of selling his insurance agency

Use of remote talent in the insurance industry

Overview of Tyler's current business, Agency Aid, and its offerings

This is the final of three episodes recorded live in New Orleans at Accelerate presented by NetVu and Vertafore.

In this episode, James talks with Syd Roe, Director, Agency Marketing at Vertafore. To learn more about Vertafore, visit https://www.vertafore.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed.

Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom

Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.

Key Topics:

Syd Roe's career journey from family insurance agency to Vertafore

The creation and mission of AgencyOne at Vertafore

Challenges and solutions for integrating various tech products in insurance

The role of data and technology in the future of insurance agencies

The importance of offering choice and independence in insurance technology

How Vertafore’s Orange Partner Program supports integration and choice for agencies

Syd's philosophy on leadership and work culture in the tech industry

Recorded live on location at Accelerate 2024 in New Orleans, LA.

In this episode, James talks with Raution Jaiswal, Founder of InsuredMine. To learn more about InsuredMine, visit https://www.insuredmine.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.

Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom

Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.

Key Topics:

InsuredMine’s emphasis on serving larger agencies with a minimum of 10 seats to deliver more significant value

Noteworthy adoption among top agencies, with 14 out of the top 50 using InsuredMine

Flexible platform configurations allow customization to fit diverse agency workflows

Upcoming CRM 2.0 features include advanced deal predictability and enhanced data integration

Continuous enhancements driven by user feedback, aiming for 600-700 new features annually

Future focus on AI and natural language processing to improve usability and data handling

In this episode, James talks with Chris Cline, the Executive Director of the Agents Council for Technology with Big I. To learn more about Agents Council for Technology with Big I, visit https://www.independentagent.com/act. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.

Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom

Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.

Key Topics:

Introduction to Chris Cline and his role as Executive Director of the Agents Council for Technology with Big I

The Big I’s national model and its impact on State Chapters

Chris Cline's diverse career journey

The inception and evolution of technology in insurance

Impact of relationships and networking in the industry

Future of the Agents Council for Technology and its role in enhancing industry collaboration

Chris' perspective on personal and professional growth

In this episode, James talks with Niki Henley, Owner of Extra Mile Insurance Solutions. To learn more about Extra Mile Insurance Solutions, visit https://www.extramileins.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.

Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.

Key Topics:

Niki shares her early career path and rapid shift to agency ownership

Importance of technology and automation in scaling insurance operations

Utilization of social media and video for market leadership

Strategies for navigating hard market conditions effectively

Emphasis on education and learning within the insurance field

Challenges and opportunities of running an agency in a competitive environment