75 episodes

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.

The Scratch Agency Podcast The Scratch Agency Podcast

    • 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.

    The Early Days with Billy Wagner

    The Early Days with Billy Wagner

    Welcome to Episode 75 of the Scratch Agency Podcast! Get ready for an insightful conversation as we delve into the world of entrepreneurship and insurance with our special guest, Billy Wagner, owner of Brightway Insurance.

    🔔 (00:00) - Introduction

    🔔 (03:18) - Starting the Scratch Agency Journey

    🔔 (06:33) - Transitioning from a Six-Figure Job

    🔔 (07:32) - Importance of Autonomy and Vision

    🔔 (09:24) - Building Relationships and Scaling

    🔔 (11:09) - Learning from Early Mistakes

    🔔 (14:00) - Creating a Pathway for Growth

    🔔 (17:17)- Focusing on Personal Growth

    🔔 (21:09) - Setting Expectations and Enhancing Client Experience

    🔔 (23:09) - Simplifying Processes and Client Interaction

    🔔 (29:28) - Continuous Improvement and Client Satisfaction



    📌 Connect with us on social media:

         Instagram: thescratchagencypodcast

         TikTok: @thescratchagencypodcast

    🔗 For more exclusive content, visit our website: scratchagencypodcast.com

    Tune in now for an engaging episode filled with wisdom and practical tips for entrepreneurs and insurance professionals alike!

    • 39 min
    Finances with Victor Zayas

    Finances with Victor Zayas

    Welcome to Episode 74 of the Scratch Agency Podcast! In this episode, join us as we dive deep into the world of entrepreneurship, finance, and team management with our special guest, Victor Zayas.

    🔔00:00 - Introduction

    🔔01:15 - Discussion on Email Delegation and Accountability

    🔔03:12 - Victor's Career Transition from Corrections to Financial Planning

    🔔06:32 - Importance of Mental Toughness and Persistence in Entrepreneurship

    🔔12:42 - Tips for New Business Owners on Financial Knowledge

    🔔14:31 - Knowing Financial Numbers and Planning

    🔔16:22 - Tax Implications and Investment Vehicles

    🔔23:12 - Importance of Employee Benefits and Retirement Contributions

    🔔28:23 - Recruiting Strategies and Remote Team Culture

    🔔31:48 - Clear Expectations and Communication in Team Management

    Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor.

    📌 Connect with us on social media:

    Instagram: The Scratch Agency Podcast

         TikTok: @thescratchagencypodcast

    🔗 For more exclusive content, visit our website: scratchagencypodcast.com

    Don't miss out on this insightful episode packed with practical advice for entrepreneurs and business owners alike!

    • 34 min
    Finding the Right People with Scott Howell

    Finding the Right People with Scott Howell

    Welcome to Episode 73 of the Scratch Agency Podcast! In this enlightening episode, we sit down with Scott Howell, a seasoned professional in the insurance industry, to delve into the keys to success, growth, and building strong relationships in business.
    🕒00:00 - Introduction
    🕒01:24 - Importance of consistency in podcasting
    🕒04:27 - Value of asking for help in business
    🕒05:25 - Importance of learning and progressing in career
    🕒06:25 - Reflections on starting insurance career
    🕒08:51 - Story of overcoming challenges in insurance career
    🕒15:28 - The significance of continuous learning in insurance industry
    🕒19:45 - Importance of building relationships with clients
    🕒25:14 - Building a team and creating a positive culture
    🕒32:24 - Hiring strategies for agency growth
    🕒34:43 - Flexibility and adaptability in hiring practices
    Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor.
    📌 Connect with us on social media:
    Instagram: The Scratch Agency Podcast
    TikTok: @thescratchagencypodcast
    🔗 For more exclusive content, visit our website: scratchagencypodcast.com
    🔥 Don't miss out on this enlightening conversation filled with wisdom and actionable advice! Tune in now to level up your career and business endeavors.

    • 36 min
    Set the Pace with Cole Caughern

    Set the Pace with Cole Caughern

    Welcome to Episode 72 of The Scratch Agency Podcast! where we delve into the strategies and insights that drive success in the fast-paced world of insurance! In this episode, we're thrilled to have Cole Caughern join us as we explore the art of buying back time with the help of virtual assistants and dive deep into entrepreneurship and business growth within the insurance sector.

    🕒 (0:00) - Introduction: Unlocking efficiency with a virtual assistant

    🕒 (1:34) - Entrepreneurship and scaling in the insurance industry

    🕒 (4:52) - Expansion tactics: Acquiring insurance agencies and driving growth

    🕒 (8:43) - From transactions to transformations: Buying, selling, and optimizing processes

    🕒 (12:41) - Navigating competition: Hiring and training in a dynamic environment

    🕒 (16:55) - Sales mastery: Strategies and expectations in the insurance realm

    🕒 (20:51) - Balancing act: Sales versus service roles in a digital marketing agency

    🕒 (25:10) - Remote revolution: Building and nurturing successful sales teams

    🕒 (29:46) - Power of preparation: Effective sales meetings and pre-qualification tactics

    🕒 (33:17) - Retention game: Attracting and keeping top talent in sales

    🕒 (37:50) - Agency dynamics: Captive versus independent models in the insurance landscape

    🕒 (41:51) - The entrepreneurial journey: Agency ownership and the allure of independence

    Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: onhandvas.com

    📌 Connect with us on social media:

         Instagram: thescratchagencypodcast

         TikTok: thescratchagencypodcast

    🔗 For more exclusive content, visit our website: scratchagencypodcast.com

    🚀 Whether you're a seasoned insurance professional, an aspiring entrepreneur, or a business enthusiast, this episode is brimming with actionable strategies and invaluable insights to propel your growth and success. Join us as we navigate the nuances of the insurance industry with Cole Caughern at the helm.

    • 43 min
    Dating your Way to a Partnership with Agency CFO

    Dating your Way to a Partnership with Agency CFO

    Welcome to Episode 71 of The Scratch Agency Podcast! In this episode, we delve into the world of business partnerships with the insightful Don Rowan and Roe of Agency CFO. Join us as we explore the dynamics, challenges, and opportunities of forming partnerships in the business world.

    ⏰ (0:00) - Introduction to partnership opportunities and potential pitfalls

    ⏰ (3:08) - Approaching family and business partnerships

    ⏰ (4:19) - The importance of planning in business partnerships

    ⏰ (9:42) - Strategies for building successful business partnerships

    ⏰ (17:50) - Challenges of partnerships and the role of financial management

    ⏰ (21:26)- Merging two agencies with different philosophies

    ⏰ (25:09) - Insights from industry experts on partnerships in business

    ⏰ (31:38) - Partnering with other agencies for shared resources and success

    ⏰ (41:02) - Transferring wealth between generations

    Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: https://onhandvas.com

    📌 Connect with us on social media:

         Instagram: thescratchagencypodcast

         TikTok: thescratchagencypodcast

    🔗 For more exclusive content, visit our website: scratchagencypodcast.com

    Whether you're considering entering a partnership, currently in one, or simply interested in the dynamics of business relationships, this episode offers valuable insights and practical advice from seasoned professionals.

    • 43 min
    Uncovering the Unrealized Need with Patrick Murakami

    Uncovering the Unrealized Need with Patrick Murakami

    Welcome to Episode 70 of The Scratch Agency Podcast! In this episode, we dive deep into the world of insurance sales and business growth strategies with the incredible Patrick Murakami. Join us as we uncover valuable insights and strategies that can help you excel in the insurance industry.

    ⏱️(0:00) - Introduction

    ⏱️(1:45) - Leveraging Facebook groups for lead generation

    ⏱️(9:42) - Asking the right questions to uncover clients' needs and grow your business

    ⏱️(16:01) - Building brand awareness and providing value to clients through community groups

    ⏱️(20:31) - Leveraging Facebook groups for business growth

    ⏱️(23:41) - The importance of authenticity and connection in insurance sales

    ⏱️(29:12) - Building an insurance agency through social media and Facebook groups

    ⏱️(34:10) - More on leveraging Facebook groups for business growth

    ⏱️(39:23) - Growing and monetizing Facebook groups

    Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: onhandvas.com

    📌 Connect with us on social media:

         Instagram: thescratchagencypodcast

         TikTok: thescratchagencypodcast

    🔗 For more exclusive content, visit our website: scratchagencypodcast.com

    Whether you're just starting out in the insurance industry or looking to take your business to the next level, this episode is packed with actionable tips and strategies that you can implement right away.

    • 43 min

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