Beyond Insurance Podcast...Voice of the Risk Revolution

Beyond Insurance
Beyond Insurance Podcast...Voice of the Risk Revolution

Welcome to the Beyond Insurance Podcast, an interactive program dedicated to empowering insurance and risk management professionals to capture unrealized potential, that is what you are capable of becoming. Each episode will bring you actionable insights to move you to the next level of success. Each episode, your host Matt O’Neill will bring to you the leaders of this risk revolution. You can connect with Matt via email at moneill@beyondinsurance.com.

Episodes

  1. 01/31/2022

    011 - Finding Your Next Great Superstar with Diane Wagner

    SHRM estimated that by November of 2021 3.9 million people were quitting their job on a monthly basis.  This great resignation poses a unique opportunity for the insurance industry as professionals are walking away from their careers in other industries to find something more meaningful and fulfilling. Today's podcast guest has a unique solution to address this opportunity while combating the industry's talent shortage.  Diane Wagner, COO of First Choice Agents Alliance shares her perspectives on this growing crisis and a project she's been working on to bring new talent into the insurance field.   Diane also shared a number of free resources that you may consider taking advantage of.  You can download the resources here: www.investprogram.org www.insuracademync.com https://riskandinsurance.com/why-insurance-and-risk-management-is-a-great-career/ You can learn more about this, and other Beyond Insurance episodes, by visiting our website, www.beyondinsurance.com.

    32 min

  2. 12/22/2021

    010 - Perfecting Your Pitch

    They say you never get a second chance to make a first impression.  That is why in this episode, Matt O'Neill speaks with the founder of Major League Mindset, Andy Neary.  Together, Matt and Andy discuss simple strategies to identify who your ideal client is, what their unique needs are, and how you can tailor your message so it resonates with those who you are trying to serve. You can learn more about this, and other Beyond Insurance episodes, by visiting our website, www.beyondinsurance.com.

    30 min

  3. 12/01/2021

    009 - Developing Your Agency's Digital Presence

    In order to drive more leads to your agency, it is critical that your organization focuses on enhancing your digital presence.  Your digital presence is how your business appears online to prospects and clients. It is impacted by several different components including, but not limited to, your social media, Google Reviews, and a compelling website.  These platforms leave an impression in the mind of those whom you're looking to serve, and will impact their decision to work with you and your team. In this podcast episode, Matt O'Neill speaks with Lucas Hendricks, Founder and CEO of Lift Local.  Lift Local helps businesses extract more value from their former, current and prospective clients at every step of the customer cycle. They provide businesses with a hands-off solution to generate more reviews and customer feedback, improve online visibility, and traffic. Together we speak about the power of Google Reviews, how to leverage social media, and much more.  If you like this episode, feel free to share it with a friend, or leave a review on your favorite podcasting platform.  Be sure to check out Beyond Insurance's free assessments too.

    36 min

  4. 07/22/2021

    008 - Insuretechs, and the Future of Tech-Enabled Consumers

    To have a fully functioning society in the modern world, communities must integrate technology into all aspects of life to streamline efficiencies, drive innovation, and improve our well being.  In today's podcast, Beyond Insurance's Matt O'Neill, and TechAssure's Garrett Droege discuss the impact technology has on today's consumer, how the insurance industry is responding to these changes, and where the future of insuretech is headed.  This forward thinking episode will highlight a number of opportunities available for professionals looking to develop an advanced niche.  If you like this episode, feel free to share it with a friend, or leave a review on your favorite podcasting platform.  Be sure to check out Beyond Insurance's free assessments too.

    32 min

  5. 05/06/2021

    007 - Race & Diversity In The Workplace

    In this episode, host Matt O'Neill, Chief Experience Officer, speaks with Major Ben, who was the first African American Pennsylvania State Trooper, on race and diversity.  Major Ben shares insights on the impact of today's landmark police cases, the value of increasing diversity in workplace, and the lasting impression George Floyd will leave on the United States. Ben's mission is clear, raise awareness around unconscious biases, and it's impact on how we treat others.  You can learn more about this, and other Beyond Insurance episodes, by visiting our website, www.beyondinsurance.com.

    33 min

  6. 01/26/2021

    2021 Insurance Industry Projections

    When using data for storytelling, context matters. Today, the insurance industry is undergoing a dramatic shift - back to a hardening market.  When speaking with industry professionals, this presents a number of account acquisition and retention issues.  But, what does that the bigger picture tell us?  Where are the opportunities during these challenging times? Join me as I speak with Dave Paul, Principal at Alirt Insurance Research. Dave breaks down not only how the industry ended up at this point, but offers commentary on what's to come, and how to weather these new changes. As always, if you like this episode, please share it with a friend, or leave us a review on your favorite podcasting platform!

    42 min

  7. 11/19/2020

    005 - Client Retention Strategies with Rocket Referrals

    As COVID cases spike across the US, business leaders and families are faced with increased risk and uncertainty.  As an insurance and risk management professional, there could be no better time to lean into this pandemic and deliver a customer experience journey that demonstrates a commitment to your clients, prospects, and community. In this episode of the Beyond Insurance Podcast, Torey Maerz, CEO of Rocket Referrals, shares strategies and tactics that will help improve your client satisfaction and retention.  Together, host Matt O'Neill and Torey address issues such as what are the common causes of an unhappy customer, how you can leverage digital marketing to build deeper client relationships, and tactics to remain resilient during uncertain times.  You can learn more about this, and other Beyond Insurance episodes, by visiting our website, www.beyondinsurance.com.

    38 min

  8. 09/24/2020

    004 - Tactics for Operating a 2021 Remote First Agency with Jeff Teschke

    Narratives are a powerful means of expression which allow us to acknowledge the emotions that can arise in times of crisis. Narratives also help us paint a picture of opportunity if we all work together. In this episode, Jeff Teschke, Founder and CEO of Forge3, discusses what he has learned while running a remote first organization.  You will get an inside look at the tactics he uses to drive high productivity, collaboration, and a positive work environment.  We will also discuss how you can implement similar strategies into your own organization as well.

    40 min

  9. 06/17/2020

    003 - Cyber Risk in 2020, Issues and Opportunities

    In this episode, Sam Friedman, Insurance Research Leader at Deloitte Services, dissects research recently conducted that exposes the risks and uncertainties related to cyber insurance.  As cyber crimes continue to rise, Sam's insights shine a powerful light on this emerging risk issue.  Finally, Sam will highlight a few opportunities for organizations, agents, and carriers as relates to cyber risk mitigation and risk transfer.

    45 min

  10. 05/19/2020

    002 - Having a Connection to Your Labor

    In this wide ranging interview, Charles Chy, serial entrepreneur, discusses the philosophical connection between the labor that we provide and the fulfillment we receive from life.  Matt O'Neill and Charles take a deep dive into what gives most successful insurance and risk management professionals pride with regards to the products, services and solutions they deliver.  Then, Matt leverages Charles's technology and marketing background to gain further clarity around how an agency can scale by enhancing their customer experience journey.

    51 min

  11. 05/18/2020

    001 - Connect, Discover, and Respond

    In a customer centric world, sometimes the most potent customer satisfaction strategies take no financial investment at all.  Join Matt O'Neill and Mitch Disselkoen, risk consultant for Ottawa Kent Insurance in Michigan, as they discuss what Mitch learned from his days working behind the barista bar at Starbucks, and how that impacts the way he does business today. In this episode, you will get a behind the scenes look at what the leadership training experience was like at Starbucks, and how they connect, discover and respond to their customers.  Mitch also provides clear examples of how he applies what he learned during Starbucks training into his consultative sales and service routine today.

    24 min

  12. TRAILER

    000 - We Need a Revolution

    What does 1968 Paris, France and the Beyond Insurance Podcast have in common?  If you're new to Beyond Insurance, we ask that you join us on our journey to fight the Risk Revolution.

    6 min

Trailer

About

Welcome to the Beyond Insurance Podcast, an interactive program dedicated to empowering insurance and risk management professionals to capture unrealized potential, that is what you are capable of becoming. Each episode will bring you actionable insights to move you to the next level of success. Each episode, your host Matt O’Neill will bring to you the leaders of this risk revolution. You can connect with Matt via email at moneill@beyondinsurance.com.

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