Insurance Agency Trendsetters

Charlotte Hicks and George Robertson
  • 5.0 (3)
  • MARKETING
Insurance Agency Trendsetters

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

    5 MAR

    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 criti...

    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 str...

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

    07/11/2023

    Digipraise: How to Build Customer Loyalty through Jewelry Appraisals

    Episode #40Discover 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 ...

    46 min

  4. 25/01/2023

    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...

    40 min

  5. 17/05/2022

    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 freeTh...

    48 min

  6. 05/04/2022

    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 &nbs...

    49 min

  7. 15/03/2022

    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 h...

    53 min

  8. 31/12/2021

    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 N...

    55 min
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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.

Información

  • Creador
    Charlotte Hicks and George Robertson
  • Años de actividad
    2019 - 2024
  • Episodios
    42
  • Clasificación
    Apto
  • Copyright
    © 2024 Insurance Agency Trendsetters
  • Mostrar sitio web
    Insurance Agency Trendsetters

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