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

You know your website speaks to your credibility as a business and insurance agency, so how frequently are you reviewing it to make sure it fits well in your strategy for lead generation and client service?Our guest for this episode, James Amezcua, Sales Director at Lift Local joins us for an engaging conversation that includes the importance of catering to Google’s search engine when it comes to online visibility and lead generation. Learn the importance of relevance, distance/similarity, an...

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...

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 ...

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...

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...

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 ...