1,052 episodes

AI Podcast Network is your top insurance podcast network with many unique series that let you hear from both agency owners and industry influencers. Learn from real agents in real agencies, get the latest and greatest that thought leaders in the industry have to offer, and more!

Agency Intelligence Agency Intelligence

    • Business
    • 4.9 • 44 Ratings

AI Podcast Network is your top insurance podcast network with many unique series that let you hear from both agency owners and industry influencers. Learn from real agents in real agencies, get the latest and greatest that thought leaders in the industry have to offer, and more!

    Digital Insurance Pint: Theo Duchen, Co-CEO Acturis – How it Oughta Be

    Digital Insurance Pint: Theo Duchen, Co-CEO Acturis – How it Oughta Be

    London was calling at 10:00 pm UK time when the Digital Insurance Pint Podcast team jumped across the pond for our podcast with the man nicknamed Duke.
    Theo Duchen, like Steve Jobs, Bill Gates and every other great tech entrepreneur, started Acturis in his basement 20 years ago. Fast forward to today, and Acturis has over 870 employees and does business in 6 countries. Theo, over the last 20 years, has been co-CEO with his business partner David McDonald and they have successfully made this work. To top all this off, his Favorite Canadian Singer is Alanis Morisset, isn’t that ironic.
    Over a good Camden pale Ale, we discussed with Theo the following items:

    We unpack why Acturis bought Zycomp Systems (Power broker), the 2nd biggest BMS in Canada and what they were planning on doing with it in 2021 and beyond.

    We discover how their multi-tenant SAAS platform is loved by small brokers, big brokers, consolidators, aggregators, MGA’s, insurers and broker networks.

    We learn they are one of the world’s only vendors who do 50% of their transactions through electronic trading.

    We dig into why Acturis has Phil Colin’s invisible touch with carrier connectivity and have a stranglehold on connectivity in the UK.

    We discuss electronic trading and broking in a box.

    In true Alanis style, the digital insurance pint Podcast team of Tom Reid, Steve Earle, Adam Mitchell, and Jeff Roy discuss everything; you Oughta know about Acturis.
    Listen and determine if Acturis will become the Jagged little pill that catapults the Canadian broker distribution channel to the next level in connectivity and customer experience.

    Tom Reid

    Jeff Roy

    Steve Earle

    Adam Mitchell

    Digital Insurance Pint Podcast

    • 41 min
    Cease & Desist: Insurance Agents from Around the World!

    Cease & Desist: Insurance Agents from Around the World!

    In this episode of Cease & Desist podcast, Sean, Andy & Ryan welcome some of their favorite people in the industry, Bradley Flowers and Scott Howell! If you have an interest in mini horses, then this is the episode for you!

    • 1 hr 13 min
    Agency Freedom: E59: Michael Zalle On Lifting Up Your Health And Safety Tools

    Agency Freedom: E59: Michael Zalle On Lifting Up Your Health And Safety Tools

    In this episode of Agency Freedom Podcast, James talks with Michael Zalle, founder and CEO of Yellowbird, an environmental health and safety consulting company.

      Episode Highlights:

    Michael tells James about the growth of Yellowbird since its inception three years ago. (4:37)

    Michael shares his background story, and what Yellowbird does in the industry. (11:48) 

    Michael explains that he started Yellowbird because the concept of skill set on demand was very interesting to him and he saw how useful it could be in the field of environmental health and safety that requires regular training. (16:36)

    James talks about how Yellowbird could help a small agency act big with the wealth of services they provide. (22:21)

    Michael talks about how people in the industry are starting to rely on third-party providers to outsource work for them. (31:29)

    Michael shares that the number one use case that they have in Yellowbird, is the hard to insure, those with unique risk profiles. (38:28)

    Michael explains that there is a big difference between an accident and an incident. (44:48)

    Michael shares that anything that is risk-related can generally be solved within 24 to 48 hours with Yellowbird because he has thousands of people in hundreds of locations. (46:20)

    James explains that Google is not research, but the Urmi International Risk Management Institute, and National Alliance ISO manual, is research. (52:00)

    Key Quotes:

    "I started Yellowbird, basically, in the back of an Uber, because the concept of skill sets on demand was very interesting to me. But the concept of commoditization of human beings was not interesting to me." - Michael Zalle

    "I always say there's a line of value. And as long as we stay within the line of value, then everybody wins." - Michael Zalle

    "To be truly helpful, you need to have resources. And so for me, I look at what I do, as the magic bag behind the broker. If it has to do with anything that's risk related, Yellowbird can generally have it solved within 24 to 48 hours." - Michael Zalle

    Resources Mentioned:

    Learn more about Yellowbird at https://www.goyellowbird.com/.

    Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com

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

    Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe.

    • 59 min
    Power Producers: A Botched Submission

    Power Producers: A Botched Submission

    In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck talk about the importance of having driver selection criteria established on the front-end and communicating that to your clients.

    Episode Highlights:

    David talks about the call that he had with someone where they talked about a contentious meeting all based on having drivers with bad driving record. (2:07)

    David talks about how bad driving records are impacting the hiring plans of companies. (4:41)

    David discusses the importance of providing a driver selection criteria. (6:49)

    David shares that many companies who have bad comp claims are auto-related. (9:13)

    David explains that your agencies need to have criteria established and clients should be MVR’s in house. (10:05)

    Kyle asks David if there are any restrictions on employees accessing their MVR. (12:33)

    Tweetable Quotes:

    "I'm pretty sure that everybody that is looking for a job in the trades right now has a crappy driving record. That's just my theory because the ones who don't are always getting hired." - David Carothers

    "I think that you know, if the client is of decent size, you're totally right, they should have some sort of MVR check capabilities on their end" - Kyle Houck

    Resources Mentioned:

    David Carothers

    Kyle Houck

    Florida Risk Partners

    The Extra 2 Minutes

    • 16 min
    RHS 148 - Sarah Muniz on Helping Women Find Their Undiscovered Voice in the Insurance Industry

    RHS 148 - Sarah Muniz on Helping Women Find Their Undiscovered Voice in the Insurance Industry

    In this episode of The Ryan Hanley Show, Ryan Hanley interviews Sarah Muniz, producer at Home Team Insurance and author of Undiscovered Voices: Unlocking the Potential of Women in Insurance. She joins the podcast to talk about why women need to play a larger role in the future of insurance. This is a tremendous episode of the podcast that you don’t want to miss…

    Episode Highlights:

    Sarah discusses the origin story of her book, which is based on her and other women’s struggles to move into a leadership position as women in the industry. (4:16)

    Sarah explains that the major problem that she wants to solve is showing that we have more than enough talent in the industry. (12:25)

    Ryan discusses the idea of how many women in the 61% have truly wanted to be in a leadership position. (14:43)

    Sarah talks about different types of barriers she thinks will affect the percentage of women in leadership roles. (17:00)

    Sarah compares the profits of a diverse firm to those of a company that is not diverse. (23:37)

    Ryan explains that he is willing to take anyone regardless of their situation as long as they are willing to show up and work hard and play in our culture. (26:37)

    Sarah shares that if women get more opportunities, it also creates opportunities for minority groups. (30:24)

    Sarah elaborates that the only factor that should come into play when hiring is if the person is going to fit into the team. (38:03)

    Ryan explains that he thinks that there is a major gap in quality leadership in the industry. (43:02)

    Sarah shares that the key to being at a higher level is to support yourself for more opportunities. (48:42)

    Ryan explains that everyone should control their personal brand in order to control their career. (52:01)

    Key Quotes:

    "If someone is talented and willing to work hard and fit in your culture, they should absolutely have the option to come work for you or with you." - Sarah Muniz

    "The other problem that I have seen is that a lot of times women are hired into service positions, whereas men are hired right into producer positions." - Sarah Muniz

    "I do believe that you should make a name for yourself and have your own personal brand, outside of your employer to where you're making a name for yourself. I do 100% agree that you should do that. The part that is hard, and it's happened with me, is having your own personal belief system and brand can actually gets you in trouble with whoever you're employed by." - Sarah Muniz

    Resources Mentioned:

    Sarah Muniz LinkedIn

    Home Team Insurance

    Insurance Nerds: Undiscovered Voices

    Amazon: Undiscovered Voices

    Reach out to Ryan Hanley

    • 1 hr 5 min
    Millionaire Insurance Producer: The Insurance Industry's Best Prospecting Script

    Millionaire Insurance Producer: The Insurance Industry's Best Prospecting Script

    Setting appointments with new prospects is hard. But it's also one of the most important things a producer needs to improve at in order to win new clients. "Scripting" (what you say or write to your prospects) is the difference maker for all of it. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht outlines what is potentially the best prospecting script in the entire insurance industry, as well as how you can personally edit it to make it your own.

    Episode Highlights:

    One of the most difficult challenges, according to Charles, is getting over the point of hesitancy. (2:37)

    Charles explains that the insurance industry's best prospecting script is the one that works for your unique prospect. (3:40)

    Charles mentions that anything you provide your prospect in return for an hour of their time must be meaningful and simply understood. (5:55)

    Prospecting, according to Charles, is not easy, is not pleasant, and is challenging. However, if you want to establish a million-dollar book of business, you'll need to persuade individuals to meet with you. (07:29)

    Charles provides samples of the top prospecting scripts in the insurance industry. (11:23)

    Charles explains that everything is constructed on the micro-niche, and you must start there. (17:04)

    Charles discusses why he typically encourages insurance salespeople to have their first script be fairly price sensitive, so that it resonates with everyone. (29:48)

    Charles mentions that the finest prospecting script for the insurance sector must fit the needs of the individual you're interacting with at the time. (30:42)

    Key Quotes:

    “If you don't have many different scripts to use for your prospects, you are probably not getting the results you want.” - Charles Specht

    “Focusing on how to set appointments is probably the smartest thing you will ever do in your career.” - Charles Specht

    “As you're figuring out what your script and your pitch and your cold call carrot is, you have to really understand what is one of the main problems they're dealing with. Because whatever you're saying has to be a solution to that problem. And if you don't understand your prospect's problems, the solution that you have to offer really isn't going to be that great.” - Charles Specht

    Resources Mentioned:

    Reach out to Charles Specht

    Permission Network Insurance Agency, Inc.

    • 34 min

Customer Reviews

4.9 out of 5
44 Ratings

44 Ratings

damontroy19 ,

Ton of great content

Great stuff for the newly appointed agent to the season veteran. Well done Charles.

Tdksterling ,


So many great guests and so much information. I’m definitely a “Loyal Listener”!

Lyd876854 ,

5 stars!

This podcast will give you many tips you can use to grow your agency!!

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