28 episodes

Lively discussions with insurance agents and other insurance professionals regarding issues of the day, challenges experienced, successes enjoyed, innovations explored, and more. Join us to gain insights – unless you already have “all the answers”. Hosted by Doug Coombs, Chief Marketing Officer for SIAA – the largest network of independent insurance agencies in the United States. 

Insurance Agents Talk Shop Doug Coombs, Executive Vice President, Chief Marketing Officer, SIAA

    • Business
    • 4.8 • 4 Ratings

Lively discussions with insurance agents and other insurance professionals regarding issues of the day, challenges experienced, successes enjoyed, innovations explored, and more. Join us to gain insights – unless you already have “all the answers”. Hosted by Doug Coombs, Chief Marketing Officer for SIAA – the largest network of independent insurance agencies in the United States. 

    Leveraging Tech to Elevate Agency Sales and Service

    Leveraging Tech to Elevate Agency Sales and Service

    How familiar are you with Customer Relationship Management (CRM) systems and Net Promoter Scores (NPS)?We're joined by Torey Maerz, Co-founder and CEO of ClientCircle by Rocket Referrals, who sheds some light on how important these systems can be to understanding your insurance agency’s client base and attracting new clients.Torey’s career is one that has focused on the use of technology in building systems (tools) that empower small businesses like insurance agencies to deepen existing clien...

    • 35 min
    Agency Interaction with Prospective Clients

    Agency Interaction with Prospective Clients

    With so much emphasis on technology these days, it’s easy to lose sight of our own personal interactions with prospective clients in the sales process.We're joined by Kelly Donahue-Piro, President at Agency Performance Partners (APP), who shares the results of her team’s 2023 Secret Shopper Program targeting independent insurance agents – the results just might surprise you.Kelly has been working in the insurance field for 15 years, and at the helm of APP since 2014. Kelly and members of her ...

    • 35 min
    Agency Management Systems – A Critical Component of Agency Operations

    Agency Management Systems – A Critical Component of Agency Operations

    In today’s environment, the agency management system (AMS) has indeed become a critical component of agency operations. It’s time to get rid of, or at least reduce your reliance on, that paper filing cabinet. These days, an AMS can really help you get to that paperless office, while increasing your overall agency efficiency.We're joined by Michael Ley, Director of Network Relations at HawkSoft, who provides insight into today’s agency management systems and the key benefits of using one. As w...

    • 31 min
    Integrating Technology Into Agency Operations

    Integrating Technology Into Agency Operations

    Technology keeps advancing and improving, making it difficult to know when and what to choose for systems that will help insurance agency operations become more efficient. In this episode of IATS, we consider the systems most needed by, and order of implementation at, insurance agencies.We're joined by Michael Streit, General Manager of EZLynx, who helps us to understand the most critical technology to implement and provides a framework for the progression of integrating additional technology...

    • 30 min
    Taking Stock

    Taking Stock

    2023 was a challenging year for the insurance industry and insurance agents, to say the least. In this episode of IATS, Doug Coombs invites listeners to take stock of their current situation and discusses items to consider as we head into the new year. The approach is not to provide a series of recommendations, but to ask, “Have you considered this?” as a means for helping your agency succeed next year and beyond. Tune in for some ideas – and the chance to ponder a few concepts that might be ...

    • 21 min
    Improving Retention With Cross-Selling

    Improving Retention With Cross-Selling

    In today's business landscape, keeping existing clients is crucial. Cross-selling, or offering your current clientele complementary products and services, is an important strategy that can significantly boost client retention. Dive with us into this episode of IATS, as we discuss effective cross-selling and its role in maintaining client loyalty.We're joined by Steve Tombarelli, Senior Vice President of Programs and Services at SIAA, who sheds light on crafting an unforgettable client sales j...

    • 32 min

Customer Reviews

4.8 out of 5
4 Ratings

4 Ratings

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