ATO Podcast Brad Boldt

Brett Young, President and CEO of Erb & Young does many things differently within the insurance business. With a vision from the beginning to scale their insurance business, the 3 partners of Erb & Young thought differently from the beginning. Not only were the focused on growing the insurance agency, they were focused on developing themselves. Personal development is at the core of what they do and it's a foundation through the now over 50 person company. At E...

An absolute pleasure to meet up with Erin & Mike Richardson, owners of Richardson Insurance located in Hanover, Mass. They do it differently at Richardson Insurance. They are all in with building relationships. Not just with their clients and partners. They are all in with building relationships with their team and their community. Erin & Mike make insurance fun. Most of us know that is not easy to do. They are creative with how they take care...

I had an absolute blast connecting and learning from CJ Hutsenpiller, owner of Hutsenpiller Insurance located in Mount Juliet, Tennessee. CJ always has been tech driven from automating processes, creating bots and now maximizing AI to improve efficiencies. In this episode, we dive deep into the very impressive, seamless lead process that his team uses, bots they use in the agency and how the help and all the ways Hutsenpiller uses AI to help automate tasks and improve efficiencies...

It was a pleasure to connect with Peter Covill, owner of Humphrey, Covill & Coleman. Peter, aka Peter Scotts, is the most recent owner of this family agency that started in 1926. This is anything but a dated agency. In this conversation we discuss how automation is used in the business, the modern culture that the business is run under and the variety of digital marketing processes that they use to grow the business. Enjoy this episode! ⏰ 0:01 - Leadership c...

Always a pleasure to connect with Tamron Manning with Integrity Insurance out of Lexington, KY. Tam is a Business Owner in the Insurance Industry. He is intentional about growing a business and not just being an insurance agent. It's unique for an insurance agent to be this proactive early in their career to focus on growing the business and not just selling insurance. Tamron is a student of Business. We discussed the ways he is developing himself as a business o...

RPA's aka Robotic Process Automation or as Mike Fusco call is Repetitive Process Automation. In most businesses there are repetitive processes that our team must handle over and over and over again. RPA's help automate this redundancy. Mike Fusco has employed a few of these RPA's to handle the mundane tasks. It saves his team time, a lot of time and a lot of money. Mike can tell you how much time and how much money. In this episode we get in the weeds on RP...