18 episodes

Our podcast is a bi-weekly show that will be released on the 15th and the last business day of the month. We will add value to our listeners by having expert guests from the insurance agency/coaching arena. We will have insurance agents, coaches, and other sales professionals that will speak on a variety of topics that concern the operations of insurance agencies and other sales organizations.

The Daily Win, a TodayApp Podcas‪t‬ TodayApp Team

    • Business
    • 5.0 • 9 Ratings

Our podcast is a bi-weekly show that will be released on the 15th and the last business day of the month. We will add value to our listeners by having expert guests from the insurance agency/coaching arena. We will have insurance agents, coaches, and other sales professionals that will speak on a variety of topics that concern the operations of insurance agencies and other sales organizations.

    Solving Recruiting and Hiring with Nathan Lewis

    Solving Recruiting and Hiring with Nathan Lewis

    Our guest in this episode is Nathan Lewis of ApplicantOne.   Nathan is a Sr. Recruiting Consultant that helps businesses recruit and hire the right people.  

    If you are interested in working with Nathan, you can email him at nlewis@applicantone.com, or you can call him at 863-248-0848.  You can also schedule a consultation with him using this link -->  https://calendly.com/nlewis-8

    Nathan's Book Recommendations:

    The 7 Habits of Highly Effective People by Stephen Covey 

    Growth Mindset by Carol Dweck

    • 55 min
    Working Your "Ask" Off with Tim Lindon (CLASSIC EPISODE)

    Working Your "Ask" Off with Tim Lindon (CLASSIC EPISODE)

    Tim Lindon has been in the insurance agent coaching business for over 22 years.  One of Tim's biggest areas of expertise is keeping things simple. In our discussion, Tim takes something that can be very complex, pivoting effectively, and makes it simple.  He uses simple phrases that make transitioning from one line of business to another easy for team members.
    Tim wants his clients to focus on the why behind what they are selling.  Tim discusses more behind "the why" during our conversation.
    We titled this episode Working Your "Ask" Off because that is something that I heard Tim say the first time we met and it really stuck with me.  You cannot pivot without asking.
    If you are interested in working with Tim, you can visit his website at your212coach.com.  You can schedule a consultation with Tim using this link   --> Your 212 Coach Consultation.  Tim can be reached via email at tim@timlindon.com.
    This episode also marks the debut of "The Founders' Corner" segment.  We will have one of the TodayApp founders on the show to answer a question about the TodayApp.  If you would like to submit a question for a future episode, please email us at thedailywin@todayapp.com.
    In this episode, we have Mansour on to answer the question, "How do you recommend a new user introduce the TodayApp to their team?"  You will not want to miss his answer.
    If you like our show, please subscribe to our show on your favorite podcast platform.  And, if you really like us, please leave us a 5-star review.
    Thank you for listening, and for more information about the TodayApp, please visit www.todayapp.com to schedule a demo or to sign up.
    We sincerely appreciate Tim Lindon (your212coach.com) for joining us, and I hope you all have a joyful and victorious day!

    • 23 min
    The Art of Appointment Setting with Travis Simon (CLASSIC EPISODE)

    The Art of Appointment Setting with Travis Simon (CLASSIC EPISODE)

    Travis Simon, founder of Copper Wire Consulting (www.copperwireconsulting.com), brings it in this classic episode.  He delivers valuable tips on what to say when setting an appointment, how to overcome objections, how to hold your team accountable, how to make the appointment stick, and every other aspect of setting appointments.  You will walk away with practical tools that you can apply yourself and take back to your team.   If you are interested in working with Travis, he offers a variety of services.  He provides one-on-one business coaching for agents, works with team members, hosts weekly webinars, and is starting new in-person classes in March.

    If you are interested in the coaching piece or more information about the upcoming classroom sessions, you can email Travis at Travis@copperwireconsulting.com or his team member Bill at Bill@copperwireconsulting.com.  Travis can also be reached by phone at 615-202-7202. 

    Travis' Weekly Webinars occur every Friday morning @9:00-9:45am CST/10:00-10:45am ET with content designed for the Multi-line Insurance & Financial Services professional.   

    You can subscribe to Travis' services using the links below.

    Annual Webinar Subscription(12 months for the price of 10): https://app.moonclerk.com/pay/3yq0nnsphubu 

    Monthly Webinar Subscription: https://app.moonclerk.com/pay/3cub1i4kztf0 

    If you are interested in learning more about TodayApp, please visit, www.todayapp.com or to schedule a demo, use this link https://calendly.com/todayappsales/todayapp-demo-meeting?back=1&month=2020-09

    • 31 min
    Success is Not Accidental with Katie Beach Harlan, Part 2

    Success is Not Accidental with Katie Beach Harlan, Part 2

    A second generation agent, Katie attributes her success to the investment made by her father, Steve Beach, during her 7 years working in sales and administration roles in his Escondido, CA Agency. Katie opened her Agency in May of 2014. In her first six months, Katie qualified for Ambassador Travel, as well as ending her first year period ranked number one in the country for the production of Mutual Fund Accounts. Katie’s agency is in Encinitas, CA, and manages a team of four licensed professionals. Her Agency is especially skilled at growing new Households, and connecting customers to their life insurance needs; leveraging both basic and complex solutions. Agency results include: being in the top-10 in the entire company in life insurance volume, 6x Chairman's Circle, President's Club, Exotic Travel, and MDRT.

    Katie prides herself on building a sustainable skillset and is a student of our business. She is an innovator and works closely with peers, study groups, and company leadership to improve the delivery of insurance products to her customers.

    She is a graduate of Point Loma Nazarene University with a degree in Political Science and holds a Master’s Degree in Political Science from UC-Riverside. Katie enjoys spending time with her husband Mark, and toddler-son Cooper. Katie is also a Jazzercise instructor and is passionate about seeing people be their best, and do their best.

    You can contact Katie at katie@beachinsurance.us

    If you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at thedailywin@todayapp.com.

    We would love to show you how the TodayApp works.  You can schedule a live demo by clicking this link --> TodayApp Demo.  If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.

    If you like our show, please subscribe to our show on your favorite podcast platform.  And, if you really like the show, please leave a 5-star review.

    • 26 min
    Success is Not Accidental with Katie Beach Harlan, Part 1

    Success is Not Accidental with Katie Beach Harlan, Part 1

    A second generation agent, Katie attributes her success to the investment made by her father, Steve Beach, during her 7 years working in sales and administration roles in his Escondido, CA Agency. Katie opened her Agency in May of 2014. In her first six months, Katie qualified for Ambassador

    Travel, as well as ending her first year period ranked number one in the country for the production of Mutual Fund Accounts. Katie’s agency is in Encinitas, CA, and manages a team of four licensed professionals. Her Agency is especially skilled at growing new Households, and connecting customers to their life insurance needs; leveraging both basic and complex solutions. Agency results include: being in the top-10 in the entire company in life insurance volume, 6x Chairman's Circle, President's Club, Exotic Travel, and MDRT.

    Katie prides herself on building a sustainable skillset and is a student of our business. She is an innovator and works closely with peers, study groups, and company leadership to improve the delivery of insurance products to her customers.

    She is a graduate of Point Loma Nazarene University with a degree in Political Science and holds a Master’s Degree in Political Science from UC-Riverside. Katie enjoys spending time with her husband Mark, and toddler-son Cooper. Katie is also a Jazzercise instructor and is passionate about seeing people be their best, and do their best.

    You can contact Katie at katie@beachinsurance.us

    If you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at thedailywin@todayapp.com.

    We would love to show you how the TodayApp works.  You can schedule a live demo by clicking this link --> TodayApp Demo.  If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.

    If you like our show, please subscribe to our show on your favorite podcast platform.  And, if you really like the show, please leave a 5-star review.

    • 29 min
    Developing Team Accountability and Leading Through COVID with Edgar Almanzar

    Developing Team Accountability and Leading Through COVID with Edgar Almanzar

    Edgar Almanzar is a multi-line insurance agent in White Plains, NY.  

    He is consistently among the top 2% of producing agents with the company he represents, and he and his team are not only surviving during COVID, but they are THRIVING.   

    Edgar shares with us how he holds his team accountable, and he also shares his personal experience with COVID-19.

    Edgar's book recommendations:


    The Little Red Book of Selling by Jeffrey Gittomer 
    The One Thing by Gary Keller 

    If you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at thedailywin@todayapp.com.

    We would love to show you how the TodayApp works.  You can schedule a live demo by clicking this link --> TodayApp Demo.  If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.

    If you like our show, please subscribe to our show on your favorite podcast platform.  And, if you really like us, please leave us a 5-star review.

    • 37 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

Christopherson 2007 ,

Great info

First time listening to the podcast and it had such great info! Appreciate it!

Shea A. ,

Great insight!

Great info in each episode

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