81 episodes
The Scratch Agency Podcast The Scratch Agency Podcast
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- Business
The Scratch Agency Podcast is for scratch insurance agents by scratch insurance agents. Shawn Fitzgerald and Stephen Turnbull discuss all aspects of opening a new insurance agency and provide real-life examples of their experiences. Whether it's obtaining new carrier appointments, sales strategies, virtual assistants, or marketing The Scratch Agency Podcast dives into what you need to know to kill it in the scratch agency game.
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Leading with Purpose with Israel Acosta
Welcome to Episode 81 of The Scratch Agency Podcast! Join us as we dive into an engaging conversation with Israel Acosta, a seasoned professional in the banking industry. In this episode, Israel shares his inspiring journey, leadership philosophies, and the importance of having a clear vision for your company.
🕒 (00:00) - Introduction
🕒 (02:14) - Israel Acosta's banking journey and career growth
🕒 (04:07) - Importance of starting from entry positions to learn industry insights
🕒 (09:39) - Discussion on creating a clear vision for the company
🕒 (20:38) - Importance of trusting the team and empowering them for success
🕒 (21:06) - Collaboration and communication with other regional managers
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Thank you for tuning into The Scratch Agency Podcast. -
From Insurance to Marketing Expert with Juan Lopez
Welcome to Episode 80 The Scratch Agency Podcast! In this exciting episode, our hosts delve into the incredible journey of Juan Lopez, a dynamic force in the marketing world. Tune in to hear about Juan’s transition from the insurance industry to becoming a storytelling and marketing expert.
⏱️ (00:00) - Introduction
⏱️ (01:21) - Juan's Journey in the Insurance Industry
⏱️ (04:38) - Transition to Marketing and Storytelling
⏱️ (05:36) - Experience with Vader Media and Sasha Group
⏱️ (10:35) - Importance of Authenticity and Vulnerability in Marketing
⏱️ (23:24) - Advice for Overcoming Fear of Being Vulnerable on Camera
⏱️ (30:25) - Long-term Benefits of Investing in Marketing
⏱️ (37:09) - Recruitment Through Branding and Marketing
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Thank you for tuning into The Scratch Agency Podcast. Own your future and keep pushing forward. See you next time! -
Community Call #3 with Dr. Billy Williams
Welcome to Episode 79 of The Scratch Agency Podcast, where we empower scratch agents with insights and strategies from industry leaders! hosts Stephen Turnbull and Shawn Fitzgerald are joined by the inspirational Dr. Billy Williams, founder of Inspire Nation Business Mentoring. Dr. Williams shares his wealth of experience and insights on various crucial topics for insurance agents.
⏰(00:00) - Introduction.
⏰(01:50)- Dr. Billy Williams' Background.
⏰(04:12) - Discussion on FCC Rules.
⏰(08:30)- Implementation of PEWC Wording.
⏰(11:55) - Importance of Video Content.
⏰(39:46) - Handling Client Queries.
⏰(45:02) - Focus on Lead Generation.
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Thank you for tuning into the Scratch Agency Podcast. Own your future and keep pushing forward. See you next time! -
From Claims to Scratch with Osama M. Al Haymi
Welcome to Episode 78 of The Scratch Agency Podcast! In this exciting episode, we sit down with Osama M. Al Haymi, a seasoned insurance professional who shares his journey of starting and growing a successful agency. Join us as we dive deep into Osama’s background, his experiences, and the valuable lessons he has learned along the way. Whether you're an industry veteran or just starting out, this episode is packed with insights to help you thrive in the insurance business.
⏱️(00:00) - Introduction.
⏱️(03:17) - Osama’s Background and Starting an Agency.
⏱️(11:56) - Learning from Claims Experience.
⏱️(16:35) - Tips for Enhancing Client Experience.
⏱️(18:30) - Handling Claims and Client Interactions.
⏱️(30:51)- Embracing Challenges of the Hard Market.
⏱️(33:55) - Agency Focus on Commercial Carve-out.
⏱️(40:48) - Lessons Learned and Future Plans.
⏱️(42:31) - Starting Over - Documenting Processes.
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Thank you for tuning into the Scratch Agency Podcast. Own your future and keep pushing forward. See you next time! -
A Playbook for Playbooks with Shawn & Stephen
Welcome to Episode 77 of The Scratch Agency Podcast! In this episode, hosts Stephen Turnbull and Shawn Fitzgerald dive deep into recent changes within their agencies, personal reflections, and the intricacies of managing a bustling schedule. Tune in as they share insights, challenges, and triumphs from their professional journeys.
⏱️ (00:29) - Introduction
⏱️ (04:36) - Dive into Shawn upcoming plans
⏱️ (05:04) - Shawn insights on onboarding a new executive assistant and the indispensable need for email management support.
⏱️ (08:29) - Stephen delves into the initial training process for Shawn new executive assistant.
⏱️ (09:54) - Explore the intricate folder structures and labeling system
⏱️ (14:31) - Stephen probes Shawn about his experience with virtual employees in creating processes and playbooks.
⏱️ (16:50) - Uncover Stephen strategies for batching podcast recordings and effectively managing his busy schedule.
⏱️ (18:46) - The importance of structured support during the training process.
⏱️ (19:39) - Gain insights into the challenges and advantages of delegating playbook creation to virtual employees.
⏱️ (20:36) - Systematic approach to process automation and playbook creation.
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Join us for an engaging conversation packed with actionable insights and personal anecdotes. -
From Six to Fifty Plus with David Borg
Welcome to Episode 76 of The Scratch Agency Podcast! Join us for an enlightening conversation with David Borg, where we explore the dynamics of family-established agencies, effective team management, and the challenges of remote and hybrid work models.
🔔(00:00) - Introduction
🔔(01:49) - David Borg's Journey in the Family-Established Agency
🔔(03:12) - Roles of Family Members in the Agency
🔔(05:31)- Agency's Management Structure
🔔(08:17) - Importance of Understanding Communication Styles
🔔(11:05) - Significance of Hiring the Right People
🔔(13:26) - Importance of Effective Communication in a Team
🔔(15:51) - Challenges and Benefits of Remote and Hybrid Work Models
🔔(17:45) - Setting Clear Expectations and Communication in a Hybrid Work Environment
🔔(18:38) - Importance of Patience and Planning in Starting a Scratch Agency
🔔(20:07) - Conclusion
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
TikTok: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Tune in now for a thought-provoking episode filled with practical tips and strategies for agency owners and team managers alike!