#035 – George and Charlotte look back at highlights from the last year and give their predictions for the industry in 2022.Referenced Podcast Episodes:Chris Paradiso Aubie Knight – IIANC  Chris Lane - Tarmika  Kat Ternes - Agency Zoom Carey Wallace – Agency Focus  Ron Shroyer – Donna for Agents  Peter MacDonald and Joe Schnare - Wunderite  Seth Zaremba - bAtomic Are Your Customers Hearing What You’re Saying? CNA Cyberattack Case Study Lisa Lounsbury- Big I NY Jason Liu - ZywaveRecent Happenings Part 1, Part 2, Part 3For full show notes and previous podcast episodes go to: www. Insuranceagencytrendsetters.comAnd be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

Insurance Agency Trendsetters

Bonus Episode: A Look Back at 2021 and a Look Ahead to 2022

Description:#034 – What you don’t know about your customers can hurt you — and them.  In this episode, we talk with Ron Shroyer of Aureus Analytics about how Donna for Agents is helping agents improve their customer experience, increase retention, and grow their agencies. There’s no question, we’re living in the age of data analytics. Companies outside of the insurance industry are using it to provide a better customer experience so your agency customers expect that level of service from you too. Listen in as we dive into the topic and discuss...·      What customers have been trying to tell us for years... and we haven’t been hearing·      Why looking back at past data isn’t enough and how to be proactive·      How the SentiMeter ® score helps you save your accounts·      The role unstructured data plays in improving customer loyalty·      How Donna seamlessly drives higher profitability Plus, we discuss the move toward API-driven integrations that are improving the ease of doing business for agencies.  For full show notes and previous podcast episodes go to:www. Insuranceagencytrendsetters.com/034And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.Links:Videos and more information about Donna can be found here: DonnaForAgents.comor email: Ron [at] aureusanalytics.comRelated Episodes:Chris Paradiso Aubie Knight  Tarmika Agency Zoom Carey Wallace  

Ron Shroyer: Leveraging Data to Add Value to Your Customers and Your Agency

#033 – One form. 550 fields. Agents hate it. Customers hate it. But now there’s another way. Discover how Wunderite has transformed the information-gathering process so it’s simple, effective, and customer-friendly. Peter MacDonald and Joe Schnare join us on the podcast for an inside look at how Wunderite is helping agents focus on what they do best — advise their clients. Just some of what we discuss… The key problem Wunderite was created to solve How we’ve been missing opportunities to add value to prospects and customers Why Wunderite decided to be an API-first solution and how that helps youWhat it means to have a frictionless purchase experienceThe one thing agents must focus on to be successful nowPlus, Peter shares his secret for discovering what insurance buyers want. Turns out you can use the same tactic to get great employees. Links:Toll Free Phone: 888-WUNDERITEWebsite: Wunderite.comFor full show notes and previous podcast episodes go to:www. Insuranceagencytrendsetters.com/033And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

Wunderite: How Making Customers Your Focus Benefits Everyone

#032 – Aubie Knight of IIANC see a “great day of reckoning” coming for insurance agents. Find out how IIANC is helping their agents prepare and succeed as the insurance landscape changes.      In today’s podcast, Aubie discusses:The biggest challenge agents say they are facing in the next three yearsWhy insurance education isn’t enough to guarantee CSR successWhat is now causing a great divide among agencies and how you can be on the profitable side One thing you must be spending money on right now if you want to growThe integration of Nationwide agencies into the independent agency system and the benefits they brought with themHow data analytics is changing how we sell insurancePlus, we talk about the newly launched Catalyit with a big announcement for IIANC agencies!Aubie can be reached by email: aknight [at] iianc.com or phone: 919-863-6546For full show notes and previous podcast episodes go to:www. Insuranceagencytrendsetters.com/032-2And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes. 

Aubie Knight: Helping Agencies Thrive in the Insurtech World

#031 – Most agency owners spend their entire careers making sales but forgetting to prepare for the one that has the most impact — selling their agency. Find out what you need to do now so you don’t leave money on the table.   In today’s podcast, Carey talks about:The aging demographic in the industry and what that means to youHow the pandemic has changed agency owners’ plansFour trends impacting agency value todayAvoiding a fire sale price — easy steps to take today to protect your businessWhat to never put in your perpetuation planThe #1 value driver of insurance agenciesWhat agencies have done to make their acquisitions successfulThe top 2 things CPAs say you should do now to maximize your agency’s valuePlus, we talk about the newly launched Catalyit and how it’s helping agents simplify their technology decisions. Get in touch with Carey: Carey [at] agency-focus.com or visit Agency FocusFor full show notes and previous podcast episodes go to:www. Insuranceagencytrendsetters.com/031-2And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.Related Episodes: Episode 26: Lisa LounsburyEpisode 29: Seth Zaremba

Carey Wallace: Are You Leaving Money on the Table?

#030 – Discover how Chris Paradiso has established a solid, consistent brand that resonates with his ideal customers and has given him consistent, high-quality growth. In today’s podcast, Chris talks about: What a brand guide is and why you must have oneHow and why to take a stand and quit trying to please everyoneThe three key things that you need for a strong online presenceWhat his agency does to drastically improve the customer experience – and increase retentionThe tech tools that are helping him better serve his customersYou’ll be inspired by this time with Chris – we certainly were!Plus, Chris made a very special offer on the podcast to our listeners – you don’t want to miss this gift!For full show notes and previous podcast episodes go to:www. Insuranceagencytrendsetters.com/030-2And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

Chris Paradiso: Building a Customer-Centric Agency

#029 – Data. It’s been in our agencies all along. We just haven’t been able to see it in a way that’s helpful. Seth Zaremba, founder of batomic and creator of neon, isn’t just helping agents with data analytics. He’s changing the way we do business and making it better for the consumer, more profitable for the agent, and bringing more value to carrier relationships.   In today’s podcast, Seth reveals:How Otis Elevator Company scooped the insurance industryThe fatal flaws in most agency data reportingFour ways the data in your agency can increase your revenueHow most agents are bringing a knife to a gunfight and the one thing you need to make it a fight you can winThe two things any technology you use must doSeth gives us some real-life examples from his agency that show how the right information can make boosting both new business and retention much easier. Links:Learn more about batomic and neon hereContact Seth: Seth [at] batomic.comTwitter: @sethzarembaSpecial Event! Master the secrets of client attraction in today’s digital world. Join the free Category of One challenge happening October 18-22. Get all the details and sign up here.  For full show notes and previous podcast episodes go to:www. Insuranceagencytrendsetters.com/029-2And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes. 

Seth Zaremba: Uncovering the Hidden Value in Your Agency

#028 – Recently, two 911 calls highlighted a common problem –- we don’t always communicate clearly, even when we’re speaking the same language.  We’ll listen to the 911 call and then talk about how it applies to our conversations with customers, prospects, and others we do business with. For full show notes and previous podcast episodes go to:www. Insuranceagencytrendsetters.com/028And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

Are Your Customers and Prospects Really Hearing What You’re Saying?

#027 – CNA recently experienced a severe and sophisticated rasomware attack. George and Charlotte examine the aspects of the attack and the wide-ranging impacts. Just some of what’s covered in today’s discussion:What happened and the impact to CNA’s ability to conduct businessHow policyholders were impactedWhat was done well and what could have been done betterHow agents can protect themselves from similar attacksSteps every agent should do for their customers in this situation For full show notes and previous podcast episodes go to: www. Insuranceagencytrendsetters.com/027-2 And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

CNA: A Cyberattack Case Study

#026 – In today’s episode, George and Charlotte talk with Lisa Lounsbury of the Big I New York about their experience through the pandemic, the new ways they are supporting independent agents, and the upcoming launch of Catalyit. Just some of what’s covered in today’s discussion:The impact of the pandemic on their agents and associationHow they reacted to the regulatory directives from the state governmentThe challenge of finding talent in the insurance industry and how they are solving the problemThe importance of an agency tech stack and how it impacts hiring successThe launch of Catalyit and the benefits it provides for agentsAre agents retaining remote work or returning to fully in-person?Plus, Lisa reveals her new hobby and how it’s developed during the pandemic. For full show notes and previous podcast episodes go to: www. Insuranceagencytrendsetters.com/026And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.LINKS:Insuremycareer.com Catalyit.com Big I NY 

Lisa Lounsbury: How the Big I is Supporting Agents through the Pandemic and Beyond

#025 – In today’s episode, George and Charlotte talk with Chris Lane of Tarmika about streamlining the commercial lines quoting process so agents can focus their time on the customer, not carrier applications. Just some of what’s covered in today’s discussion:The sneaky way profits may be leaking out of your agencyPainlessly streamlining policy placementHow agencies are benefiting from Tarmika’s partnership with bAtomic and Neon TarmikaX and agency lead generationCustomizing Tarmika for your carrier appointmentsPlus, discover the story behind the Tarmika name. Links: For a demo to see how Tarmika can help your agency, visit Tarmika.comFor full show notes and previous podcast episodes go to: www. Insuranceagencytrendsetters.com/025And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

Chris Lane of Tarmika - Building the Path of Least Resistance

#024 – In today’s episode, George and Charlotte talk with Jason Liu of Zywave about how the tech needs of today’s agencies drove their acquisitions and platform build-out. Just some of what’s covered in today’s discussion:Why agents need to shift now into next generation sales and productivityHow the acquisition of ITC gives agents the full stack agency they need to be successfulHow Zywave is making data more automated and efficient for agenciesThe Netflix model and how it’s changing customer relationshipsThe shift that’s happening right now in agencies across the country… and what you need to do so you’re not left behindHow you can get a deeper insight into your agency and why that creates growthPlus, how Jason made the TV news at the running of the bulls in Spain!For full show notes and previous podcast episodes go to:www. Insuranceagencytrendsetters.com/024-2And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes. Links:Get The Sales Revolution, Digital Disruption Demystified: The Ultimate Guide for Driving Agency Growth by Don Bailey and Jason Liu for free at InsuranceSalesRevolution.com Find out more about Zywave

Jason Liu of Zywave: Building a Full Stack Insurance Agency Platform

#023 – In today’s episode, George and Charlotte talk with Kat Ternes, VP of Revenue at Agency Zoom, about the one step in goal setting most people forget about and how it can make all the difference in the success of your agency. Just some of what’s covered in today’s discussion:Most agency owners are great at two of the three key steps in goal setting. It’s the critical third step that can make the difference between achieving a goal and missing it. Agency zoom is helping agency owners see if their goals are being met and what’s working the best. Are you optimizing your business?  You may already have enough leads. But do you know which leads are producing the most clients or the best clients?Do you know when you need humanize the buyer’s experience and how?When you do, you’ll have...For full show notes go to: www. Insuranceagencytrendsetters.com/023And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes. Links: Find out more about Agency Zoom

Kat Ternes of Agency Zoom: The Key Component to Hitting Your Goals

#022 – In today’s episode, George and Charlotte discuss the recent SolarWinds hack and other current cyber liability issues. Just some of what’s covered in today’s discussion:Could you have been impacted by the SolarWinds hack? It had implications far beyond what you might have thought. What should you do in the event of a breach?Good news – your cyber liability carrier may be able to help in an emergency. When – and how – to train your staff to recognize and react to phishing, hacks, and other cyber attacks. One simple step you can take to add a layer of protection now. Password dos and don’ts. Plus, how to tell the difference between a normal tech glitch and a cyber attack. Links: You can listen to Part 1 here and Part 2 here. For more information on the SolarWinds hack, this WSJ article outlines the latest.  

Recent Happenings in the Insurance Industry (Part 3)

#021 – In today’s episode, George and Charlotte discuss online censorship and how agents can mitigate the risk to their agency.   What would you do if your Facebook business page was suddenly taken down? Or if your online ad account was shut down?Or you discovered someone was impersonating you online?And most importantly, how can you protect yourself from the negative consequences of the ban hammer?For full show notes go to:www. Insuranceagencytrendsetters.com/021If you missed Part 1, you can find it here: www. Insuranceagencytrendsetters.com/020

Recent Happenings in the Insurance Industry (Part 2)

Join Charlotte Hicks and George Robertson as they discuss trends in marketing and technology to help insurance agents be more profitable and efficient and deliver a customer experience that attracts and retains their ideal clients.

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Insurance Agency Trendsetters

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