Insurance Agency Trendsetters

Charlotte Hicks and George Robertson
  • 5.0 (3)
  • MARKETING

Join Charlotte Hicks and George Robertson as they discuss trends in marketing and technology to help insurance agents be more profitable and efficient and deliver a customer experience that attracts and retains their ideal clients.

  1. Brad Ruben: Cybersecurity, DMARC, and How Agents are Using AI

    03/05/2024

    Brad Ruben: Cybersecurity, DMARC, and How Agents are Using AI

    Brad Ruben of Archway Computers joins us to talk about all things IT for independent agencies: Cybersecurity and unusual requirements in carrier contractsHow DMARC impacts your agency emails and what you must do immediatelyWhy Multi-factor Authentication is so criticalOne easy-to-use tech tool that customers loveHow AI is being used in agencies todayAs an independent agent, it's easy to push IT to the back burner but as Brad explains, having up-to-date software and security procedures is critical. Outsourcing the management of your agency's IT is a good way to reduce the risk of cyber crime and system downtime. Links: Archway Computer:            myarchway.com Full show notes and more episodes:           Insurance Agency Trendsetters

    43 min
  2. Ron Shroyer: How AI is Helping Insurance Agencies Grow Organically

    12/12/2023

    Ron Shroyer: How AI is Helping Insurance Agencies Grow Organically

    #041 -  Join us for an engaging discussion as Charlotte Hicks and George Robertson chat with Ron Shroyer from Aureus Analytics about the latest developments in their company over the past two years. In this podcast episode, we dive into the world of insurance technology and its impact on the industry's operations and client services.  Ron sheds light on the growing utilization of AI and big data analytics in insurance agencies. These technologies are playing a significant role in streamlining operations and improving efficiency, ultimately leading to better service for clients. He also shares insights into Aureus Analytics' successful integrations with management system platforms like Applied and EZLynx, as well as their partnership with Agency Zoom.  This isn't Ron's first time on our podcast, and his experience and expertise in the insurance industry make for a fascinating conversation. He offers valuable insights into the future of the industry and how technology is driving demand and adoption by new players in the market. If you're interested in learning more about the evolving landscape of the insurance industry and the role of technology in shaping its future, join us for this informative discussion with Ron Shroyer from Aureus Analytics.    00:35 Revisiting the Journey of Aureus Analytics 00:54 The Evolution of AI in Insurance 01:26 The Impact of AI on Insurance Agencies 02:23 The Role of AI in Customer Retention and Cross-Selling 02:57 The Increasing Interest in AI Among Insurance Agencies 04:12 The Integration of Donna with Other Platforms 04:35 The Difference Between Reporting and Analytics 05:44 The Role of AI in Enhancing Agency Workflows 09:14 The Future of AI in Insurance Agencies 21:27 The Impact of Acquisitions on Tech Adoption in Insurance Agencies 26:38 Emerging Insurtech Solutions  Links: Aureus Analytics Insurance Agency Trendsetters Episode 041 (with full show notes)

    34 min
  3. Digipraise: How to Build Customer Loyalty through Jewelry Appraisals

    11/07/2023

    Digipraise: How to Build Customer Loyalty through Jewelry Appraisals

    Episode #40 Discover how Ali McLaney and Dana Grodin of Digipraise have created an easier, faster, and more affordable way for your customers to update their jewelry appraisals. What is preventing your customers from keeping their jewelry appraisals current? The hassle of taking their pieces to a jewelry store? The expense of the appraisals? Simply forgetting about them once they are scheduled on the policy? Digipraise has solved all of these problems and given insureds a quick and affordable way to update their most treasured jewelry. Listen in as we dive into Ali and Dana's history in the jewelry business, their patented process for streamlining jewelry appraisals, and the unique way they can prevent a total loss of heirloom pieces. Companies and agencies: Partner with Digipraise to enhance your customer relationships! Full show notes can be found here: insuranceagencytrendsetters.com/040-2

    46 min

  4. 01/25/2023

    2023 Outlook: Challenges and Opportunities Facing The Insurance Industry

    #039 — George Robertson and Charlotte Hicks look at some of the main challenges facing agents this year and three ways to be successful in 2023.  They talk about: ChatGPT by OpenAI and potential benefits for agents The long-term impact of developments in cryptocurrencyWhat to expect from the hard market and anticipated recessionHow insurance coverage could be affected by pandemic court casesChallenges finding staff and the role of a remote workforcePlus, three tips for positioning you and your agency for success in 2023. A full transcript and previous podcast episodes can be found here And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

    40 min

  5. 05/17/2022

    Ron Berg: How ACT Helps Agencies Leverage Technology to Build Agency Value

    #038 — Ron Berg, retiring director of the Agents Council for Technology (ACT) joins us to discuss how technology impacts customer satisfaction, the critical role of cyber security in agencies, and how insurtechs are helping agents serve their customers better.  Listen in as we talk with Ron about: How the customer experience has changed and how it impacts workflowsWhat technology touchpoints agents need to implement to build customer loyaltyHow to get access to the ACT resources for freeThe critical role cyber security plays in your technology strategy and the cyber guide developed by ACTThe emerging technologies that impact agents and their clientsWhere tech is working and where improvement is neededWe also talk about how agencies have adapted with the challenges of the last two years.  For full show notes and previous podcast episodes go to: www. Insuranceagencytrendsetters.com/038 And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes. Links: Find out more about ACT: IndependentAgent.com/ACT Email ACT: ACT@IIABA.net

    48 min

  6. 04/05/2022

    Jes Lipson: The Lost Art of Keeping in Touch

    #037 — Jes Lipson, CEO of Levitate joins us to talk about the lost art of keeping in touch and how doing it the right way can spur higher sales and higher agency value.    Just some of what we cover in our discussion: The problem with most email services todayHow you can stay top of mind with your prospects and customersThe difference between networking and building relationshipsA surprise use for Levitate — what he calls “black belt mode”What’s coming next for Levitate users  We also talk about the key advantage small agencies have over larger agencies that few leverage to win more accounts.  For full show notes and previous podcast episodes go to: www. Insuranceagencytrendsetters.com/037  And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.  Links:   Find out more about Levitate: Levitate.ai

    49 min

  7. 03/15/2022

    Diane Wagner: Designing the Path from Exclusive Agent to Independent Agent

    #036 — Diane Wagner and the First Choice Agents Alliance had a huge task: Help Nationwide agents negotiate the transition from Exclusive Agent to Independent Agent.  Hear how the transition has gone, how FCAA is helping agencies thrive, and how they are partnering with IIANC to tackle the biggest challenge in the industry today — attracting new talent.  Listen in as we dive into the topic and discuss...  Choosing and implementing an Agency Management SystemWhat Nationwide agents have brought to the IA systemWhat challenges did the agents face during the transitionThe importance of marketing the industry to high schools and collegesThe benefits of Insure Academy to all agencies For full show notes and previous podcast episodes go to:  www. Insuranceagencytrendsetters.com/036 And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes. Links and Recommended Resources:  FCAAlliance.com  Investprogram.org    BigIHires.com  IndependentAgent.com    Related Episodes: Aubie Knight: Helping Agencies Thrive in the Insurtech World

    53 min

  8. 12/31/2021

    Bonus Episode: A Look Back at 2021 and a Look Ahead to 2022

    #035 – George and Charlotte look back at highlights from the last year and give their predictions for the industry in 2022. Referenced Podcast Episodes: Chris Paradiso  Aubie Knight – IIANC   Chris Lane - Tarmika   Kat Ternes - Agency Zoom  Carey Wallace – Agency Focus   Ron Shroyer – Donna for Agents  Peter MacDonald and Joe Schnare - Wunderite  Seth Zaremba - bAtomic Are Your Customers Hearing What You’re Saying? CNA Cyberattack Case Study Lisa Lounsbury- Big I NY Jason Liu - Zywave Recent Happenings Part 1, Part 2, Part 3 For full show notes and previous podcast episodes go to:  www. Insuranceagencytrendsetters.com And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

    55 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

Join Charlotte Hicks and George Robertson as they discuss trends in marketing and technology to help insurance agents be more profitable and efficient and deliver a customer experience that attracts and retains their ideal clients.

Information

  • Creator
    Charlotte Hicks and George Robertson
  • Years Active
    2019 - 2024
  • Episodes
    42
  • Rating
    Clean
  • Copyright
    © 2026 Insurance Agency Trendsetters
  • Show Website
    Insurance Agency Trendsetters