Agency Intelligence: The Insurance Podcast Network Agency Intelligence

How are agencies setting themselves apart from a growth perspective? Andy Mathisen, Regional Sales Director at FirstChoice, a MarshBerry Company, joins the show to discuss how insurance agencies are finding lead sources, investing back in their firms, tapping outside resources and more to beat their growth goals. Andy and Elliot dive into sales training and not only finding good talent, but training them to succeed.

Enjoy the episode!

Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
FirstChoice, a MarshBerry Company: https://www.marshberry.com/solutions/aggregation/about-firstchoice
LAUNCH: https://getlaunch.io/

Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Andy Mathisen: https://www.linkedin.com/in/andy-mathisen

This episode is sponsored by LAUNCH.

In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.

Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.

THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.

Visit https://getlaunch.io/ to learn more.

In this episode of The Power Producers Podcast, David Carothers interviews Patrick Cooney, Co-Founder of Powerbroker AI. Patrick discusses how Powerbroker AI’s latest AI innovations are transforming the insurance industry, and empowers insurance agents and brokers by enhancing their efficiency and accuracy.

Key Topics:

Introduction of Patrick Cooney and Powerbroker AI

Discussion on the impact of AI on insurance

Patrick’s journey from insurance to tech innovator

Key features and benefits of Powerbroker AI

Future prospects of AI in the insurance industry


Connect with:

Patrick Cooney LinkedIn

David Carothers LinkedIn

Kyle Houck LinkedIn


Visit Websites:

Powerbroker AI

Florida Risk Partners

The Extra 2 Minutes

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, ChFC®, BFA™ is joined by a long-time friend of the show, Couples Counselor Dr. Matt Morris, and first-time guest Michael Baudin.

Listen in as they discuss what work-life balance is and, maybe more importantly, what it is not. This recording extends from a casual conversation among friends that originated at a Pelicans NBA basketball game. Erik felt compelled to share this compelling dialogue with Stuff About Money listeners. 

Drawing from his expertise as a family therapist, Dr. Matt offers valuable insights, while Michael contributes his perspectives as a successful entrepreneur. Together, they conclude the discussion by offering practical strategies to attain fulfillment in one's professional and personal life.

They address pressing questions such as: Is work-life balance merely a myth? How can entrepreneurs effectively juggle the demands of business, family, and self-care while maintaining their well-being? And what sacrifices are acceptable in the pursuit of business growth? A standout moment in the episode is when Dr. Matt underscores the significance of creating margin in one's life to achieve a sense of “balance”.

Episode Highlights:

Dr. Matt explains why work-life balance is important due to the limited time we have on earth. (6:27)


Michael discusses work-life balance using the analogy of dividing a dollar into life's responsibilities: work, family, and self. (13:54)


Michael shares experiences of his business's growing pains, hiring employees, and increasing responsibilities that occasionally made him less present at home. (21:33)


Dr. Matt discusses the distinct challenges entrepreneurs face compared to employees, particularly in balancing time and resource allocation between business and family. (29:00)


Michael acknowledges that a one-size-fits-all approach doesn't work for managing family dynamics and business commitments. (34:58)


Erik emphasizes the importance of maintaining a "margin" in life, especially for entrepreneurs managing multiple demands. (41:00)


Michael values maintaining a work-life balance, prioritizing attendance at his children’s events and allowing his employees the same flexibility. (59:38)



Key Quotes:

“You get a lot of pride out of building your business, it's an enjoyment for you to build your business.” - Dr. Matt Morris

“Leave enough margin in your life and in your day that you can respond to needs as they pop up.” - Dr. Matt Morris

“You have to be fluid, you have to just be able to recognize what's happening and what's coming and be able to react, because that's all part of being a business owner and entrepreneur, whatever you want to call yourself. ” - Michael Baudin


Resources Mentioned:

Dr. Matt Morris


Michael Baudin 

Matt Morris & Associates

Erik Garcia, CFP®, BFA

Xavier Angel, CFP®, ChFC, CLTC

Plan Wisely Wealth Advisors

Are you happy with your current status quo or are you satisfied with mediocrity? No doubt, you're not. If not, are you doing anything significant to level-up your revenues, or write larger accounts, or close more new business? I hope you are! In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will help you to see what leveling-up would look like for you and he'll give you some key takeaways to figure out and then implement in order to finally begin closing more deals and making the money you know you're capable of earning. 

Key Topics:

Importance of moving beyond comfort zones to achieve substantial growth

Strategies for targeting and securing larger accounts

The role of mindset in surpassing traditional business limits

Practical tips on choosing insurance carriers and maximizing commissions

Evaluating and adjusting business strategies to align with growth objectives

Real-life success stories of agents transforming their business scale

Prospects for agents willing to adopt aggressive growth strategies


Reach out to 
Charles Specht

Visit:
Permission Network


Produced by: PodSquad.fm

In this episode, James talks with Beaux Pilgrim, Owner of Reed Insurance. To learn more about Reed Insurance, visit https://www.reedinsla.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed.

Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.

Key Topics:

Beaux Pilgrim's introduction to the insurance industry through family connections

The evolution of Beaux's career from commercial lines to agency owner

Navigating the dynamics of working with family in the business

Strategies for adapting and growing an insurance agency in a rural setting

The significance of building relationships with municipal clients and the community

Launching a remote staffing company to address industry-wide challenges in talent acquisition

Insights into maintaining work-life balance while managing multiple ventures

In this episode of The Power Producers Podcast, David Carothers sits down with Aaron Gordon, Vice President of Gordon Companies Insurance Services, and host of Keep Hustling Podcast. Aaron discusses evolving the hustle from a simple hashtag to a vibrant brand and podcast, and the cultural impact and personal strategies that define success. 

Key Topics:

Aaron shares the evolution of the "Keep Hustling" brand and podcast

Discussion on the personal definition of hustle and its varied interpretations

The importance of community support in maintaining and promoting the hustle

Ways to integrate hustle into everyday life without leading to burnout

The role of authenticity and consistent effort in achieving success

Aaron's practical examples of applying hustle in business and personal areas

Future plans for expanding the influence of the Keep Hustling community


Connect with:

Aaron Gordon

David Carothers LinkedIn

Kyle Houck LinkedIn


Visit Websites:

Gordon Companies Insurance Services

Keep Hustling Podcast

Keep Hustling Merch

Florida Risk Partners

The Extra 2 Minutes