ATO Podcast Brad Boldt
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- Business
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My Name is Brad Boldt, Owner of Ameriguard Insurance Agency. My mission on this podcast is to help insurance agencies become bigger, better, stronger business owners. Most of us are insurance agents that evolve into owning a business. Becoming a business owner is often an after thought. By developing as a well rounded business owner earlier, we can avoid some costly mistakes. I'll be interviewing insurance agents, insurance companies and insurance professionals from across the country to help us grow together. We'll be discussing marketing, growth, hiring, acquisitions, challenges, mistakes and wins. Enjoy!!
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#82 AI with CJ
I had an absolute blast connecting and learning from CJ Hutsenpiller, owner of Hutsenpiller Insurance located in Mount Juliet, Tennessee. CJ always has been tech driven from automating processes, creating bots and now maximizing AI to improve efficiencies. In this episode, we dive deep into the very impressive, seamless lead process that his team uses, bots they use in the agency and how the help and all the ways Hutsenpiller uses AI to help automate tasks and improve efficiencies...
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#81 Keeping It Going After 98 Years
It was a pleasure to connect with Peter Covill, owner of Humphrey, Covill & Coleman. Peter, aka Peter Scotts, is the most recent owner of this family agency that started in 1926. This is anything but a dated agency. In this conversation we discuss how automation is used in the business, the modern culture that the business is run under and the variety of digital marketing processes that they use to grow the business. Enjoy this episode! ⏰ 0:01 - Leadership c...
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Intentional Development with Tamron Manning
Always a pleasure to connect with Tamron Manning with Integrity Insurance out of Lexington, KY. Tam is a Business Owner in the Insurance Industry. He is intentional about growing a business and not just being an insurance agent. It's unique for an insurance agent to be this proactive early in their career to focus on growing the business and not just selling insurance. Tamron is a student of Business. We discussed the ways he is developing himself as a business o...
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#79 Get More Done Using RPA's with Mike Fusco
RPA's aka Robotic Process Automation or as Mike Fusco call is Repetitive Process Automation. In most businesses there are repetitive processes that our team must handle over and over and over again. RPA's help automate this redundancy. Mike Fusco has employed a few of these RPA's to handle the mundane tasks. It saves his team time, a lot of time and a lot of money. Mike can tell you how much time and how much money. In this episode we get in the weeds on RP...
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#78 A Guide to Acquisition With Colby Allen
Mergers and Acquisitions is one of the hottest topics in the insurance industry. So many agency owners want to acquire another business. In this episode with Colby Allen, we cover all things in the acquisition process. Financing, what to look for in the agency, what to look out for, what to look for in the P & L, things to consider for valuations, things to consider with staffing and so much more. Colby is a consultant with Agency Focus. Agency Focus is a Bus...
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#77 CyberFin for Cyber Security with Daniel Metcalf
In this episode, I connect with Daniel Metcalf, co-founder of CyberFin. Cyberfin specializes in Cybersecurity for the insurance industry. This is a solution that many of us in the insurance industry needed. We discuss how the origin and the need for a cybersecurity solution, how CyberFin protects our data, common mistakes insurance agencies make, the cyber crime that Daniel has witnessed and some of the regulations for protecting our data. This is a very informational...
Customer Reviews
Great Content!
Brad does a great job interviewing agents and he brings his own personality and insurance history into the conversation to really connect with the listener. I always look forward to his next episode!