The Digital Insurance Agent

Carl Willis - Agent Branding & Marketing
  • 5,0 (2)
  • MARKETING
  • CHAQUE SEMAINE

The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age. Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market. Whether you're a seasoned pro or just starting out, this show is the ultimate guide to help you modernize your insurance agency and thrive in the digital world.

  1. -1 J

    How to Conduct Market Research as an Insurance Agent: Strategies to Outperform Your Competition

    Want to attract better leads, craft smarter campaigns, and close more policies? It all starts with understanding your market. In this episode, we reveal the top market research strategies every insurance agent needs to know. Learn how to gather real insights about your audience, assess your competitors, and use data to grow your agency with confidence — not guesswork. You'll discover: ✅ The most effective market research methods (surveys, interviews, social listening & more) ✅ Which tools to use — including SurveyMonkey, Google Trends, and SEMrush ✅ How to analyze competitors and align your products with real customer needs ✅ Why research is your secret weapon in a saturated insurance market 👉 Book a free strategy session at: https://agentbrandingandmarketing.com/schedule #InsuranceMarketing #MarketResearch #InsuranceAgents #LeadGeneration #MarketingStrategy #CompetitiveAnalysis #InsuranceBusinessGrowth #AgentBranding #CustomerInsights #InsuranceSales Send us a text Visit us online - agentbrandingandmarketing.com Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw

    12 min

  2. 5 SEPT.

    Optimize Your Google Business Profile for More Insurance Leads

    Struggling to get local insurance leads? Your Google Business Profile might be the missing piece. In this episode, we break down how insurance agents—both independent and captive—can fully optimize their Google Business Profile to boost visibility, credibility, and client acquisition. You’ll learn: Why Google Business is your digital storefrontHow to structure your profile to land in Google’s Local 3-PackBest practices for selecting business categoriesWhat media assets to upload to make your agency stand outHow to write a compelling business description and list servicesThe 2025 video verification process for Google listingsOngoing strategies to maintain your profile and dominate local SEO Whether you're focused on auto, home, Medicare, or life insurance, this tutorial will help you attract more local, ready-to-buy clients. 👉 Need help with your local SEO strategy? Schedule a strategy session with us at AgentBrandingandMarketing.com/schedule and let’s take your agency to the next level. #InsuranceMarketing #GoogleBusinessProfile #LocalSEO #InsuranceLeads #IndependentAgentMarketing #MedicareAgentMarketing #InsuranceSEO #GoogleMyBusinessTips #InsuranceAgencyGrowth #DigitalMarketingForAgents #LocalLeadGeneration #InsuranceAgents #InsuranceBusinessGrowth #LocalBusinessSEO #GoogleMapsOptimization Send us a text Visit us online - agentbrandingandmarketing.com Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw

    15 min

  3. 29 AOÛT

    Build an Indestructible Winner’s Mindset – Adi Soozin on Scaling, Burnout & Bulletproof Leadership

    In this powerful episode of the Digital Insurance Agent Podcast, Adi Soozin shares the secrets behind building an indestructible winner’s mindset — a critical edge for insurance agents, entrepreneurs, and high performers in today’s fast-paced digital world. 🎙️ Hosted by Carl Willis, this conversation dives deep into Adi’s journey — from breaking marketing records with Apple to building elite networks across Fortune 500 companies and real estate empires. Learn how she overcame setbacks, silenced critics, and trained her mindset for resilience, clarity, and high-impact results. 💡 Whether you're a digital insurance agent, startup founder, or marketing leader, this episode will reshape how you think about stress, automation, burnout, imposter syndrome, and scaling your business. Highlights: How to lead with clarity and confidence under pressureWhy hydration, automation, and mental resets are game changersDaily rituals of high performersWhy promoting your business is not selfish — it's serviceTools to fight self-doubt and decision fatigue 📘 Get Adi’s book Tools of Marketing Titans: https://a.co/d/5xOXY9r 🎓 Check out her Elite Startup Toolkit courses: https://molo9.com 📱 Follow Adi on LinkedIn for more insights: https://www.linkedin.com/in/adisoozin 🔔 Don't forget to like, subscribe, and comment — What part of Adi's mindset strategy resonated most with you? #AdiSoozin #WinnersMindset #DigitalInsuranceAgent #InsuranceMarketing #EntrepreneurMindset #ScalingBusiness #LeadershipDevelopment #ImposterSyndrome #MindsetMatters #CarlWillis #MarketingAutomation #EliteStartups #BusinessResilience #HighPerformanceHabits #DigitalMarketingForAgents Send us a text Visit us online - agentbrandingandmarketing.com Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw

    48 min

  4. 22 AOÛT

    AI Strategy for Insurance Agents: Build Your Second Brain with Marnie Wills

    In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with AI strategist and trainer Marnie Wills for a masterclass in integrating AI into your insurance agency operations. From creating your own second brain with AI assistants to reframing AI as amplified intelligence—not artificial—this conversation is packed with actionable insights for business owners ready to leverage AI for real growth. Marnie shares her journey from rugby coach and PE teacher to AI consultant, breaking down the most efficient ways to implement tools like ChatGPT, Claude, Perplexity, and Gemini into your workflows. Learn how to: ✅ Set up AI assistants for content, lead generation & team productivity ✅ Use deep research agents to outpace your competition ✅ Reclaim control of your marketing strategy with AI-driven repurposing ✅ Shift your mindset to see AI as your new operating system Whether you're a insurance agency owner, insurance agent, or just trying to get ahead in an AI-first world, this is a must-listen. 🔗 Connect with Marnie on LinkedIn: https://www.linkedin.com/in/marniewills 📲 Follow her content: @BusinessWithAIStrategist on all platforms #AIforBusiness #DigitalInsuranceAgent #AIAssistants #SmallBusinessAI #AIstrategy #ChatGPT #ClaudeAI #PerplexityAI #MarnieWills #CarlWillis #SecondBrain #MarketingAI #InsuranceMarketing #AIworkflow #BusinessAutomation Send us a text Visit us online - agentbrandingandmarketing.com Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw

    45 min

  5. 15 AOÛT

    From Law School to 7-Figure Entrepreneur: Bart Henderson on Freedom, Systems & Scalable Businesses

    In this episode of the Digital Insurance Agent Podcast, host Carl Willis interviews Barton Henderson, Esq.—a licensed attorney turned serial entrepreneur. Discover how Bart went from law school side hustles to building a 7-figure business that landed on the Inc. 5000 list. You'll learn how Bart leveraged systems, minimized overhead, and avoided “headache businesses” by embracing automation, partnerships, and culture-driven leadership. He also shares insights on: Avoiding burnout with mindset shiftsBuilding systems without losing momentumWhen to delegate (even if you're the best at it)Creating a culture of honesty, accountability & trustScaling with freedom in mindLegal & operational risk management for entrepreneurs Whether you're an insurance agent, agency owner, or service-based entrepreneur, this episode is packed with practical strategies to help you grow a business that doesn't own you. 📌 Connect with Bart: 👉 Instagram: @barthendersonesq 👉 Website: www.barthenderson.com 👉 Agora Guild (30-Day Free Trial): www.agoraguild.com 🎧 Subscribe for more real-world insights from digital-first entrepreneurs. #Entrepreneurship #BartHenderson #InsuranceAgents #BusinessGrowth #DigitalMarketing #SmallBusinessTips #AgoraGuild #FreedomBusiness Send us a text Visit us online - agentbrandingandmarketing.com Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw

    39 min

  6. 8 AOÛT

    Breaking the Invisible Ceiling: Mitchell Weisburgh on Leadership & Mindshifting for Insurance Agents

    In this powerful episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mitchell Weisburgh, entrepreneur, educator, and author of Mindshifting, to uncover the invisible mental ceilings that keep insurance agency owners stuck in survival mode. Mitchell breaks down the five survival brain responses, explains how to tap into your prefrontal cortex, and shares practical, neuroscience-backed strategies to help independent agents lead more effectively, think flexibly, and create cultures of collaboration and growth. Whether you're an independent P&C agent, a captive agency owner, or a life and Medicare specialist, this episode delivers the leadership mindset tools to elevate your business beyond reactive decision-making. 🔗 Learn more about Mitchell and his mission: https://mindshiftingwithmitch.com 🎧 Subscribe for more growth-focused content tailored to the modern insurance agent! #DigitalInsuranceAgent #InsuranceLeadership #Mindshifting #MitchWeisburgh #CarlWillis #SurvivalMode #EntrepreneurMindset #InsuranceAgencyGrowth #EmotionalIntelligence #LeadershipDevelopment Send us a text Visit us online - agentbrandingandmarketing.com Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw

    42 min

  7. 1 AOÛT

    Tax Planning Secrets Every Insurance Agent Needs ft. Mike Jesowshek, CPA | Digital Insurance Agent

    In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mike Jesowshek, CPA, tax strategist and host of the Small Business Tax Savings Podcast, to unpack the most overlooked yet powerful tax planning strategies for insurance agents and entrepreneurs. From choosing the right business entity to leveraging pre-tax spending, hiring your kids, and forming a board—even as a solo agent—Mike shares actionable tips that can save you thousands legally. If you're an independent insurance agent, captive agent, Medicare broker, or small business owner who’s tired of overpaying in taxes, this episode is a must-listen. 🔔 Subscribe for more insights on growing your insurance business using digital strategies and smart financial planning. 📌 Topics Covered: Tax Planning vs. Tax PreparationMost-missed tax deductions for small businessesEntity selection (LLC vs S Corp)How to legally hire your kidsUsing a board for business and tax benefitsReal-world examples that save agents money 📎 Resources: Visit Mike at: https://taxsavingspodcast.com Learn more about his software: https://taxelm.com #TaxPlanning #InsuranceAgentMarketing #MikeJesowshek #DigitalInsuranceAgent #TaxTips #SmallBusinessCPA #InsuranceMarketing #TaxStrategy #EntityStructure #HireYourKids #BusinessDeductions #CPAadvice #CarlWillis #AgentBrandingMarketing Send us a text Visit us online - agentbrandingandmarketing.com Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw

    34 min

  8. 25 JUIL.

    Video Marketing for Insurance Agents: Sell Before the First Conversation

    Discover how to leverage video marketing to grow your insurance agency by selling before the first conversation even begins. In this exclusive webinar, Carl Willis, CEO of Agent Branding & Marketing (ABM), shares powerful strategies for using short-form videos to pre-position yourself as the trusted expert in your niche. You’ll learn: Why video builds emotional engagement and trustHow to simplify complex insurance topics with videoWhat types of videos (service overviews, FAQs, testimonials) drive conversionsThe best platforms for publishing and maximizing video reachTools and tips to create impactful videos—even if you're camera shy Whether you’re a P&C, Medicare, or life insurance agent, this training equips you with actionable insights to dominate your local market with high-converting video content. 🔗 Learn more or book a strategy session: https://agentbrandingandmarketing.com/schedule 📞 Call us at: 888-572-8758 #InsuranceMarketing #VideoMarketing #InsuranceAgents #CarlWillis #ABMStrategies #DigitalMarketing #ClientAttraction #InsuranceSales #MarketingWebinar #ShortFormVideo #SEOForAgents #ContentMarketing Send us a text Visit us online - agentbrandingandmarketing.com Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw

    43 min
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À propos

The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age. Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market. Whether you're a seasoned pro or just starting out, this show is the ultimate guide to help you modernize your insurance agency and thrive in the digital world.

Informations

  • Création
    Carl Willis - Agent Branding & Marketing
  • Années d’activité
    2023 - 2025
  • Épisodes
    85
  • Classification
    Tous publics
  • Copyright
    © 2025 The Digital Insurance Agent
  • Site web de l’émission
    The Digital Insurance Agent

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