The Scratch Agency Podcast

The Scratch Agency Podcast
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  • ريادة الأعمال
  • يتم التحديث أسبوعيًا
The Scratch Agency Podcast

The Scratch Agency Podcast is for scratch insurance agents by scratch insurance agents. Shawn Fitzgerald and Stephen Turnbull discuss all aspects of opening a new insurance agency and provide real-life examples of their experiences. Whether it's obtaining new carrier appointments, sales strategies, virtual assistants, or marketing The Scratch Agency Podcast dives into what you need to know to kill it in the scratch agency game.

  1. Building out your LMS with Sergey Pantileev

    ١٢ جمادى الأولى

    Building out your LMS with Sergey Pantileev

    Welcome to Episode 98 of The Scratch Agency Podcast! Stephen and Shawn  welcome Sergey Pantileev from DriveEd, an innovative platform that's changing the game for onboarding, training, and scaling in the insurance industry. Whether you're looking for tools to streamline your processes or tips on staying ahead of automation trends, this episode has something for you! 🕒 (00:00) – Introduction 🕒 (00:29) – Use of DriveEd: Shawn discusses DriveEd's role in onboarding and training.   🕒 (01:24) – Background of DriveEd: Sergey shares the origins of DriveEd.   🕒 (05:15) – Education Platform Target Audience: Sergey explains who DriveEd is for.   🕒 (06:13) – Benefits of DriveEd: Shawn highlights benefits for insurance agents.   🕒 (17:56) – Ease of Use of DriveEd: Sergey discusses DriveEd’s user-friendly setup.   🕒 (21:58) – Automation Trends: Sergey dives into industry automation trends and scaling.   🕒 (26:36) – Documentation Processes: The team discusses the importance of documentation.   Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.com 📌 Connect with us on social media:  Instagram: thescratchagencypodcast 🔗 For more exclusive content, visit our website: scratchagencypodcast.com Thank you for tuning into The Scratch Agency Podcast. Remember to like, share, and subscribe for more valuable insights. Own your future and keep pushing forward. See you next time!

    ٣٣ من الدقائق

  2. ٥ جمادى الأولى

    Surprise and Delight with T5

    Welcome to Episode 97 of The Scratch Agency Podcast. In this episode, we dive into the art of creating memorable client experiences with the team at T5! Discover how small, thoughtful gestures can lead to big results in client satisfaction and agency growth. 🕒 (00:00) - Introduction 🕒 (00:30) - Daily tasks and agency growth 🕒 (01:25) - Handling a customer’s car fire claim 🕒 (01:55) - The importance of promptly introducing clients to adjusters 🕒 (06:30)- Customized card strategy for client gifting 🕒 (10:10) - Streamlining the gifting process with virtual assistance 🕒 (12:06) - Integrating technology for efficient gifting 🕒 (14:26) - Creating personalized cards for special occasions 🕒 (15:39) - Setting up group picture cards for events 🕒 (17:36) - Using gifting techniques to build relationships and stand out from competitors Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.com 📌 Connect with us on social media:  Instagram: thescratchagencypodcast 🔗 For more exclusive content, visit our website: scratchagencypodcast.com Thank you for tuning into The Scratch Agency Podcast. Remember to like, share, and subscribe for more valuable insights. Own your future and keep pushing forward. See you next time!

    ٢٠ من الدقائق
  3. Social Media Tips for Insurance Agents with Jeff White of Hawksoft

    ٢٦ ربيع الآخر

    Social Media Tips for Insurance Agents with Jeff White of Hawksoft

    Welcome to Episode 96 of The Scratch Agency Podcast. Join Stephen Turnbull and Shawn Fitzgerald as they sit down with Jeff White, Social Media Manager at Hawksoft, to dive deep into the world of social media strategies for insurance agents. In this episode, Jeff shares his journey, the evolution of Hawksoft's approach to social media, and invaluable tips to boost your online presence. 🕒 (00:00) - Introduction 🕒 (01:49) - Jeff's background and experience in social media   🕒 (02:47) - How Hawksoft's social media strategy evolved   🕒 (04:42) - Common mistakes insurance agents make on social media   🕒 (07:31) - The importance of consistency in your social media content   🕒 (22:50) - Tips for successful social media engagement   🕒 (29:03) - Being vulnerable and relatable in your content   🕒 (33:57) - The value of long-term social media strategies   🕒 (40:38) - Starting small and experimenting with different content types   Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.com 📌 Connect with us on social media:  Instagram: thescratchagencypodcast 🔗 For more exclusive content, visit our website: scratchagencypodcast.com Thank you for tuning into The Scratch Agency Podcast. Remember to like, share, and subscribe for more valuable insights. Own your future and keep pushing forward. See you next time!

    ٤٥ من الدقائق

  4. ١٩ ربيع الآخر

    Delegation with Shawn Fitzgerald

    Welcome to Episode 95 of The Scratch Agency Podcast. In this episode, Shawn Fitzgerald and Stephen Turnbull dive into the essential art of delegation. Learn how auditing your time and energy can help you focus on high-value tasks while leveraging your team for maximum impact. Whether you're looking to grow your leadership skills or improve operational efficiency, this conversation is packed with actionable insights. 🕒 (00:00) - Introduction 🕒 (02:29) - The importance of auditing your time and energy   🕒 (04:51) - Categorizing tasks based on energy drain and value   🕒 (07:15) - How to create a delegation playbook using video tutorials   🕒 (08:42) - Filling your freed-up time with leadership development and revenue-producing tasks   🕒 (12:22) - Preparing for delegation of mid to high-level tasks   🕒 (15:38) - The challenges of letting go and the importance of delegation    Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.com 📌 Connect with us on social media:  Instagram: thescratchagencypodcast 🔗 For more exclusive content, visit our website: scratchagencypodcast.com Thank you for tuning into The Scratch Agency Podcast. Remember to like, share, and subscribe for more valuable insights. Own your future and keep pushing forward. See you next time!

    ٢٠ من الدقائق

  5. ٥ ربيع الآخر

    Solo Mastermind Meetup

    Welcome back to Episode 94 of The Scratch Agency Podcast! Today, we dive into the value of mastermind groups, sharing insights on building a circle of like-minded individuals and the immense benefits of collective growth. Tune in as we explore the keys to a successful mastermind, my personal takeaways, and how you can start building your own trusted group. 🕒 (00:00) - Introduction 🕒 (01:54) - Excitement about upcoming mastermind meeting   🕒 (02:23) - Importance of creating a circle of like-minded individuals   🕒 (04:19) - Benefits of being part of a mastermind group   🕒 (06:15) - Experience and diversity in the mastermind group   🕒 (07:42) - Highlights of consistent and valuable mastermind meetings   🕒 (09:31) - Personal takeaways from the mastermind experience   🕒 (12:45) - Encouragement to start small and build a trusted circle   Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.com 📌 Connect with us on social media:  Instagram: thescratchagencypodcast 🔗 For more exclusive content, visit our website: scratchagencypodcast.com Thank you for tuning into The Scratch Agency Podcast. Own your future and keep pushing forward. See you next time!

    ١٤ من الدقائق
  6. Chasing your Niche with Lars Kristiansen

    ٢٨ ربيع الأول

    Chasing your Niche with Lars Kristiansen

    Welcome back to Episode 93 of The Scratch Agency Podcast! In this episode, your hosts sit down with Lars Kristiansen, the VP of Business Development at KEL Insurance Services, to uncover his journey and insights on thriving in the hospitality insurance niche. Lars shares his experiences transitioning from New York City to joining his mom's insurance agency, integrating digital marketing strategies, and overcoming the challenges of introducing new ideas to an established agency. If you're interested in sales, marketing, or growing an insurance agency within a specific niche, this episode is packed with valuable tips and actionable strategies! 🕒 (00:00) - Introduction 🕒 (01:54) - Transition from NYC to joining his mom's insurance agency   🕒 (02:52) - Lars' passion for the hospitality industry   🕒 (03:20) - Incorporating digital marketing strategies into the insurance business   🕒 (05:44) - Challenges faced when introducing new ideas to an established agency   🕒 (06:41) - The importance of showing progress and results when implementing changes   🕒 (09:58) - Prospecting methods and focus on the hospitality industry   🕒 (10:55) - Prospecting strategies: email marketing, cold calling, and networking   🕒 (18:36) - Importance of carrier access in the hospitality niche   🕒 (20:52) - Leveraging technology such as website forms for prospecting   🕒 (22:18) - Impact of COVID-19 on the hospitality insurance sector   🕒 (26:10) - Balancing agency growth with maintaining quality service   🕒 (28:08) - Common challenges and coverages discussed during nightclub proposals   🕒 (30:01) - Addressing exclusions like firearms and subcontractor limitations in policies   Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.com 📌 Connect with us on social media:  Instagram: thescratchagencypodcast 🔗 For more exclusive content, visit our website: scratchagencypodcast.com Thank you for tuning into The Scratch Agency Podcast. Own your future and keep pushing forward. See you next time!

    ٣٢ من الدقائق

  7. ١٤ ربيع الأول

    ChatGPT & AI's Role in Insurance with Chris Langile

    Welcome to Episode 92 of The Scratch Agency Podcast! hosted by Stephen Turnbull and Shawn Fitzgerald! In this episode, we sit down with Chris Langile, the owner of Advisory Evolve, to dive into the world of AI and its growing influence on the insurance industry. 🕒 (00:00) - Introduction. 🕒 (00:55) - Chris Langile shares his thoughts on ChatGPT, AI, and their impact on insurance. 🕒 (02:18)- A deep dive into the beta launch of ChatGPT by OpenAI and its potential to disrupt the search engine market. 🕒 (04:40) - The competition heats up—how will this affect search results and publishers? 🕒 (06:32) - Practical advice on carefully implementing AI tools in your agency’s workflow. 🕒 (27:03) - The importance of focusing on solutions that truly solve problems, not just the latest tech trends. Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.com 📌 Connect with us on social media:  Instagram: thescratchagencypodcast 🔗 For more exclusive content, visit our website: scratchagencypodcast.com Thank you for tuning into The Scratch Agency Podcast. Own your future and keep pushing forward. See you next time!

    ٣٢ من الدقائق

  8. ٧ ربيع الأول

    Mastering the Art of Insurance Sales with Michael Weaver

    Welcome back to Episode 91 of The Scratch Agency Podcast! This week, your hosts Stephen Turnbull, founder of T5 Insurance Services, and Shawn Fitzgerald, founder of Sound Harbor Insurance, sit down with Michael Weaver, the brilliant mind behind Weaver Sales Academy and co-host of *The Insurance Buzz* podcast. Join us as we dive deep into Michael's journey from launching a scratch insurance agency with limited resources to becoming a leading voice in sales training and coaching.  🕒 (00:00) - Introduction.   🕒 (01:57) - Michael's background and journey in the insurance industry   🕒 (04:52) - Starting a scratch agency with limited resources and lead generation strategies   🕒 (07:25) - Prioritizing successful conversations over call volume   🕒 (09:46) - Early steps in building the agency, team building, and growth goals   🕒 (14:20) - Developing a daily training regimen for the sales team   🕒 (21:19) - Advice on hiring: Prioritizing sales hires to drive growth   🕒 (29:49) - Transitioning from agency owner to sales coach and trainer   🕒 (36:25)- Key pain points for insurance agents and solutions   🕒 (42:03)- Introduction to Weaver Sales Academy and upcoming book release   Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.com 📌 Connect with us on social media:  Instagram: thescratchagencypodcast 🔗 For more exclusive content, visit our website: scratchagencypodcast.com Thank you for tuning into The Scratch Agency Podcast. Own your future and keep pushing forward. See you next time!

    ٤٦ من الدقائق
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The Scratch Agency Podcast is for scratch insurance agents by scratch insurance agents. Shawn Fitzgerald and Stephen Turnbull discuss all aspects of opening a new insurance agency and provide real-life examples of their experiences. Whether it's obtaining new carrier appointments, sales strategies, virtual assistants, or marketing The Scratch Agency Podcast dives into what you need to know to kill it in the scratch agency game.

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