The Scratch Agency Podcast

Welcome back to Episode 110 of the Scratch Agency Podcast! In this episode, we sit down with Michael Cruz to break down the essentials of sales success! From pre-qualifying leads to tracking data and scaling your business, Michael shares his insights on building a strong and consistent sales process.🕒 (00:00) - Introduction🕒 (03:09) - The Importance of Pre-Qualifying Leads🕒 (05:59) - Understanding The Three Buckets in Sales 🕒 (08:55) - Tracking and Analyzing Sales Data 🕒 (12:10) - Establishing a Consistent Sales Process 🕒 (15:03) - Overcoming Challenges in Scaling 🕒 (18:08) - The Journey of Growth and Learning 🕒 (21:04) - Final Thoughts and Encouragement Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.comJoin our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents: https://t.me/+cISob2kA3pAyMmY5Sign up for our bi-weekly newsletter to get industry insights and podcast updates straight to your inbox: lp.constantcontactpages.com📌 Connect with us on social media: Instagram: thescratchagencypodcast🔗 For more exclusive content, visit our website: scratchagencypodcast.comThank 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!

Welcome to Episode 108 of The Scratch Agency Podcast! Explore the importance of authenticity, consistency, and engaging with different platforms to build trust with your audience. Learn how to batch plan content and leverage tools for effective content creation. Don't miss out on the key takeaways from Shawn, Ciara, Brett, and the engaging audience Q&A session.  🕒 (00:00) – Introduction 🕒 (00:53) – Engaging with Different Platforms 🕒 (01:20) – Building Trust Through Social Media 🕒 (01:48) – Sharing Daily Success Paths 🕒 02:42 – Authenticity and Relatability 🕒 (05:00) – Consistency and Contextual Copy 🕒 (49:36) – Batch Planning and Leveraging ToolsEnhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at:virtualintell.comJoin our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents:https://t.me/+cISob2kA3pAyMmY5Sign up for our bi-weekly newsletter to get industry insights and podcast updates straight to your inbox:thescratchagencypodcast📌 Connect with us on social media: Instagram:thescratchagencypodcast🔗 For more exclusive content, visit our website:scratchagencypodcast.com🔥 Don’t forget tolike,comment, andsubscribe for more valuable insights!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!

Welcome to Episode 79 of  The Scratch Agency Podcast, where we empower scratch agents with insights and strategies from industry leaders! hosts Stephen Turnbull and Shawn Fitzgerald are joined by the inspirational Dr. Billy Williams, founder of Inspire Nation Business Mentoring. Dr. Williams shares his wealth of experience and insights on various crucial topics for insurance agents. ⏰(00:00) - Introduction. ⏰(01:50)- Dr. Billy Williams' Background. ⏰(04:12) - Discussion on FCC Rules. ⏰(08:30)- Implementation of PEWC Wording. ⏰(11:55) - Importance of Video Content. ⏰(39:46) - Handling Client Queries. ⏰(45:02) - Focus on Lead Generation. 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!

In this episode of The Scratch Agency Podcast, we sit down with David Watson, a leader in tech-driven insurance solutions, to dive deep into how agencies can modernize their proposal process, enhance client engagement, and scale effectively. From custom proposals to integrating tools like Advisor Evolved, QuoteVids, and Risk Advisor, this conversation is packed with actionable insights for agency owners and producers.Whether you're looking to streamline workflows, personalize your proposals, or better explain coverage and deductibles to clients, this episode has you covered. 🕒 (00:00) - Introduction 🕒 (02:49) - Exploring custom proposals with Advisor Evolved 🕒 (06:11) - Optimizing video proposals with QuoteVids 🕒 (08:46) - Integrating Risk Advisor and Advisor Evolved 🕒 (12:00) - Enhancing client engagement through personalization 🕒 (14:49) - Streamlining the proposal process 🕒 (18:03) - The importance of password protection in proposals 🕒 (27:45) - Personalization of proposals 🕒 (30:28) - Understanding deductibles and coverage 🕒 (32:34) - The human touch in insurance 🕒 (34:13) - Creating agency proposals easily 🕒 (46:16) - Scaling and processes in insurance agenciesEnhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.comJoin our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents: thescratchagencypodcast📌 Connect with us on social media: Instagram: thescratchagencypodcast🔗 For more exclusive content, visit our website: scratchagencypodcast.comThank 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!

Welcome back to Episode 105 of the Scratch Agency Podcast! We sit down with Brad Boldt to dive deep into the world of hiring and onboarding. If you're looking to refine your processes and build a thriving workplace culture, this episode is for you. 🕒(00:00) - Introduction 🕒(01:57) - Discussion on hiring and onboarding process 🕒(03:24) - Importance of creating a structured hiring process 🕒(05:15) - The value of assessing candidates and gathering data 🕒(06:26) - Utilizing team interviews as part of the hiring process 🕒(09:22) - Final interviews and assessing cultural fit 🕒(12:27) - Utilizing assessments and written communication in the hiring process 🕒(16:09) - Paying attention to red flags in the hiring process 🕒(34:25) - Importance of being intentional in creating a positive work culture Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.com Join our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents: https://t.me/+cISob2kA3pAyMmY5 Sign up for our bi-weekly newsletter to get industry insights and podcast updates straight to your inbox: https://lp.constantcontactpages.com/sl/Z5erkKq/thescratchagencypodcast. 📌 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!

Welcome back to Episode 103 of The Scratch Agency Podcast! In this episode we sit down with Mike Sharp, the owner of Sharp Insurance Agency, to dive into strategies for growth, prospecting, branding, and achieving long-term success. Whether you're an agency owner or someone looking to scale your business, this episode is packed with actionable insights. 🕒 (00:00) – Introduction 🕒 (01:29) – Prospecting Strategies and Growth Goals 🕒 (01:58) – Business Acquisition Opportunities and Valuation 🕒 (02:57) – Importance of Seizing Business Opportunities🕒 (04:50) – Community Involvement Through Ads and Sponsorships 🕒 (06:38) – Setting Weekly Goals for Long-term Success 🕒 (09:50) – Revenue and Premium Goals: Metrics That Matter 🕒 (12:51) – Personalized Branding for Community Recognition 🕒 (19:52) – Building Customer Trust and Accountability 🕒 (24:05) – Balancing Personal Branding and Team Expansion 🕒 (38:19) – Challenges of Team Collaboration vs. Personal Branding 🕒 (39:48) – Acting Like a Larger Entity to Manage Client Expectations 🕒 (40:36) – Self-Belief and Ownership Goals Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.com Join our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents: https://t.me/+cISob2kA3pAyMmY5 Sign up for our bi-weekly newsletter to get industry insights and podcast updates straight to your inbox: https://lp.constantcontactpages.com/sl/Z5erkKq/thescratchagencypodcast. 📌 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!

Welcome back to Episode 102 of The Scratch Agency Podcast! In this episode, we sit down with Osama Al Haymi to delve into the intricacies of claims management. From understanding the claims process to handling catastrophic losses, Osama shares invaluable insights and practical tips to improve client experiences and outcomes. If you're looking to enhance your claims knowledge, this episode is a must-listen!  🕒 (00:00) - Introduction. 🕒 (02:47) - Understanding the Claims Process. 🕒 (05:58) - Setting Up the Claims Process. 🕒 (09:02) - Initial Client Interaction During Claims. 🕒 (11:54) - Navigating Complex Claims. 🕒 (14:48) - Handling Catastrophic Losses. 🕒 (17:51 )- The Importance of Human Connection. 🕒 (20:47) - Final Thoughts on Claims Management. Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.com Join our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents: https://t.me/+cISob2kA3pAyMmY5 Sign up for our bi-weekly newsletter to get industry insights and podcast updates straight to your inbox: https://lp.constantcontactpages.com/sl/Z5erkKq/thescratchagencypodcast. 📌 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!

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!

Welcome to Episode 71 of The Scratch Agency Podcast! In this episode, we delve into the world of business partnerships with the insightful Don Rowan and Roe of Agency CFO. Join us as we explore the dynamics, challenges, and opportunities of forming partnerships in the business world. ⏰ (0:00) - Introduction to partnership opportunities and potential pitfalls ⏰ (3:08) - Approaching family and business partnerships ⏰ (4:19) - The importance of planning in business partnerships ⏰ (9:42) - Strategies for building successful business partnerships ⏰ (17:50) - Challenges of partnerships and the role of financial management ⏰ (21:26)- Merging two agencies with different philosophies ⏰ (25:09) - Insights from industry experts on partnerships in business ⏰ (31:38) - Partnering with other agencies for shared resources and success ⏰ (41:02) - Transferring wealth between generations Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: https://onhandvas.com 📌 Connect with us on social media:      Instagram: thescratchagencypodcast      TikTok: thescratchagencypodcast 🔗 For more exclusive content, visit our website: scratchagencypodcast.com Whether you're considering entering a partnership, currently in one, or simply interested in the dynamics of business relationships, this episode offers valuable insights and practical advice from seasoned professionals.

Welcome to Episode 70 of The Scratch Agency Podcast! In this episode, we dive deep into the world of insurance sales and business growth strategies with the incredible Patrick Murakami. Join us as we uncover valuable insights and strategies that can help you excel in the insurance industry. ⏱️(0:00) - Introduction ⏱️(1:45) - Leveraging Facebook groups for lead generation ⏱️(9:42) - Asking the right questions to uncover clients' needs and grow your business ⏱️(16:01) - Building brand awareness and providing value to clients through community groups ⏱️(20:31) - Leveraging Facebook groups for business growth ⏱️(23:41) - The importance of authenticity and connection in insurance sales ⏱️(29:12) - Building an insurance agency through social media and Facebook groups ⏱️(34:10) - More on leveraging Facebook groups for business growth ⏱️(39:23) - Growing and monetizing Facebook groups Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: onhandvas.com 📌 Connect with us on social media:      Instagram: thescratchagencypodcast      TikTok: thescratchagencypodcast 🔗 For more exclusive content, visit our website: scratchagencypodcast.com Whether you're just starting out in the insurance industry or looking to take your business to the next level, this episode is packed with actionable tips and strategies that you can implement right away.

Welcome back to Episode 69 of The Scratch Agency Podcast! In this exciting installment of our Community Call series, we're joined by industry expert Patrick McBride to explore the fascinating world of automation in insurance agencies. Get ready to revolutionize your approach to efficiency and customer experience! ⏰ (0:00) - Introduction to Patrick McBride and the discussion on automation in insurance agencies. ⏰ (1:16) - Exploring technology and automation in the real estate industry for insights. ⏰ (3:43) - Balancing modernization with the personal touch in the insurance experience. ⏰ (7:06) - Maximizing lead velocity through automation in insurance agencies. ⏰ (13:26) - Streamlining lead assignment and automation processes within agencies. ⏰ (16:50) - Setting expectations for lead velocity and maintaining a personal touch in insurance sales. ⏰ (22:57) - Leveraging Zapier and Facebook ads to automate the insurance quote process. ⏰ (26:18) - Unpacking lead generation strategies and automation tactics in insurance agencies. ⏰ (32:01) - Finding the perfect blend of automation and personal touch in sales. ⏰ (42:20) - Prioritizing efficiency and enhancing customer experience through automation in insurance agencies. ⏰ (45:10) - Crafting an effective email marketing strategy tailored for insurance agencies. ⏰ (49:32) - Exploring insurance agency marketing strategies and workflow optimization. ⏰ (52:11) - Email marketing automation techniques and optimizing processes for success. ⏰ 56:53 - Discovering tech solutions tailored specifically for insurance agencies. Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: onhandvas.com 📌 Connect with us on social media:      Instagram: thescratchagencypodcast      TikTok: thescratchagencypodcast 🔗 For more exclusive content, visit our website: scratchagencypodcast.com 🔥 Don't miss out on this in-depth discussion on automation strategies and tech solutions that can revolutionize your insurance agency! Whether you're a seasoned professional or just starting, there's something valuable for everyone in this episode.

Welcome back to The Scratch Agency Podcast! In this insightful episode, we sit down with industry expert David Watson to delve into the dynamic world of risk advisory tools and his extensive experiences in the insurance industry. Tune in as we explore key topics and gain valuable insights that can shape the future of insurance agencies. ⏰ (0:00) - Introduction ⏰ (1:27) - Insurance Industry Experience and M&A Activity ⏰ (9:11) - Risk Management Platform for Insurance Agencies ⏰ (13:26) - The Importance of a Centralized Data Management System ⏰ (17:28) - Using Risk Advisor for Agency Growth and Efficiency ⏰ (22:56) - Automating Data Entry for Insurance Leads in Agency Zoom ⏰ (29:21) - Future Plans for a Risk Management Platform ⏰ (34:43) - Risk Management Tools for Insurance Agents Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: onhandvas.com 📌 Connect with us on social media: Instagram: @thescratchagencypodcast TikTok: @thescratchagencypodcast 🔗 For more exclusive content, visit our website: scratchagencypodcast.com 🚀 Join us on this journey as we unravel the intricate world of risk in the insurance industry and explore the cutting-edge tools that are reshaping the landscape. Whether you're an insurance professional, entrepreneur, or simply curious about the ins and outs of risk management, this episode is packed with valuable insights you won't want to miss!

In this episode of the Scratch Agency Podcast, we’re joined by Michael Streit, President of EZLynx, for a powerful conversation about efficiency, simplification, and scaling smart. Michael shares lessons from his private equity background, his surprising transition into insurance tech, and what he’s learned serving thousands of scratch agents on the daily.We dive deep into how agents can get more out of the tools they already have, avoid shiny object syndrome, and prepare for the next wave of AI without drowning in logins or complexity. Whether you’re still quoting manually or overwhelmed by your tech stack, this episode is packed with no-fluff, real-world insight you can act on today.🕒 Timestamps:00:00 – Michael’s Journey: From Private Equity to EZLynx President05:51 – The Most Important Things: Simplifying to Create Value09:15 – What Scratch Agents Can Learn from EZLynx’s P&L12:02 – Where Agents Go Wrong with Tech & Underused Systems16:50 – Turning Management System Data Into Real Sales Opportunities19:28 – How Top Agents Use Automation, Intake Forms & Clean Data25:14 – AI in Agencies: What’s Real Now & What’s Coming31:32 – Final Thoughts on Using Tech to Enhance (Not Replace) RelationshipsEnhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: https://virtualintell.com/📌 Connect with us on social media:Instagram: https://www.instagram.com/thescratchagencypodcast🎧 Listen now on Spotify: https://open.spotify.com/show/7hutxCZ5NUPqF5hRdC79Hl?si=33a6cfadba084957🔗 For more exclusive content, visit our website: https://scratchagencypodcast.com/💬 Want to join the community? Head to https://scratchagencypodcast.com and click “Join the Community” to connect with 85+ other scratch agency owners.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!

The First 90 Days as a Scratch Agent with Brian MahonIn this episode of the Scratch Agency Podcast, we sit down with Brian Mahon, founder of Igloo Insurance, just 90 days into launching his scratch agency. Brian shares in real time what it's like to build from zero—with no family in insurance, no inherited book, and no shortcuts.We dive into what he's learned during the whirlwind first three months, why he went from commercial to personal lines (and how hard that transition really is), and how he’s already thinking about systems, tech, and team structure. Brian talks about his use of intent-based prospecting tools like Apollo, his plans to grow lean with a virtual employee, and the surprising difference between being a producer vs. an owner.If you’re anywhere on the scratch agency journey—starting, restarting, or scaling—this one’s full of raw honesty, early wins, and practical takeaways.In this episode of the Scratch Agency Podcast, we sit down with Brian Mahon, founder of Igloo Insurance, just 90 days into launching his scratch agency. Brian shares in real time what it's like to build from zero—with no family in insurance, no inherited book, and no shortcuts.We dive into what he's learned during the whirlwind first three months, why he went from commercial to personal lines (and how hard that transition really is), and how he’s already thinking about systems, tech, and team structure. Brian talks about his use of intent-based prospecting tools like Apollo, his plans to grow lean with a virtual employee, and the surprising difference between being a producer vs. an owner.If you’re anywhere on the scratch agency journey—starting, restarting, or scaling—this one’s full of raw honesty, early wins, and practical takeaways.Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: https://virtualintell.com/Join our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents: https://t.me/+cISob2kA3pAyMmY5📌 Connect with us on social media: Instagram: https://www.instagram.com/thescratchagencypodcastWatch on Youtube: https://www.youtube.com/@thescratchagencypodcast🔗 For more exclusive content, visit our website: https://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!🕒 Timestamps:00:00 – Meet Brian: 90 Days into Starting Igloo Insurance05:02 – Why the Scratch Agency Meetup Changed the Game10:30 – Career Journey: From Tech & Cyber to Starting an Indie15:50 – The Real Why Behind Starting the Agency21:28 – From Commercial to Personal: Why the Transition is Underrated29:40 – Automating Prospecting: Apollo, Sequences & Smarter Outbound35:20 – Staying Top of Mind & the Power of Simple Follow-Up42:45 – Building a Foundation & Assembling Your Trusted Inner Circle

In this episode of the Scratch Agency Podcast, we’re joined by Brennen Grone, EVP of Sales at Rainbow, a restaurant-focused MGA that’s built differently—because Brennen started as a scratch agent himself. He shares what it's really like to go from running an agency at 25 to building tech-enabled solutions that actually make agents’ lives easier.We get into the pitfalls of the “you sell, we service” model, why Rainbow didn’t fall into the common insurtech traps, and how real human underwriting is still a game-changer in commercial insurance. Whether you’re trying to niche down, expand into hospitality, or just want to work with a carrier that actually gets you—this episode is packed with straight-up value.🕒 Timestamps:00:00 – Meet Brennen: Scratch Agent at 25 to MGA Executive03:50 – Why He Left the Agency Side & the Problem with “You Sell, We Service” Models06:11 – How Rainbow Became a Restaurant Niche MGA10:40 – Specialized Underwriting & Avoiding the InsurTech Trap12:50 – Real Agent Resources: SEO, Food Safety, and Sales Tools15:28 – Are Restaurant Owners All Price Shoppers? How to Sell Value Instead18:25 – Why Human Underwriting Still Wins (With Real Examples)27:11 – How to Start Writing BOPs for Salons, Barbers, and Fitness StudiosEnhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: https://virtualintell.com/Join our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents: https://t.me/+cISob2kA3pAyMmY5📌 Connect with us on social media: Instagram: https://www.instagram.com/thescratchagencypodcast🎧 Listen now on Spotify: https://open.spotify.com/show/7hutxCZ5NUPqF5hRdC79Hl?si=33a6cfadba084957🔗 For more exclusive content, visit our website: https://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!

In Episode 129 of the Scratch Agency Podcast, we're joined by Andrew Rasson, Director of Strategic Partnerships at Smart Financial. Andrew delves into the intricacies of lead generation, sharing his expertise on setting up effective processes and maximizing ROI. He discusses the importance of speed to lead, the role of automation, and how to leverage digital marketing to grow your agency.🔍 Whether you're new to the insurance industry or looking to refine your lead management strategies, this episode offers practical advice and industry insights.🕒 Timestamps: 00:00 – Introduction 03:45 – Understanding Lead Generation 07:12 – Importance of Speed to Lead 11:30 – Leveraging Automation in Lead Management 15:20 – Digital Marketing Strategies for Agents 19:05 – Common Misconceptions About Leads 23:40 – Setting Up Effective Processes 27:15 – Wrap-Up and Contact InformationEnhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: https://virtualintell.com/Join our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents: https://t.me/+cISob2kA3pAyMmY5📌 Connect with us on social media: Instagram:   / thescratchagencypodcast  🎧 Listen now on Spotify: https://open.spotify.com/show/7hutxCZ...🔗 For more exclusive content, visit our website: https://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!

In this episode, we chat with Colton Hunter, founder of Perficio Insurance Services, who shares what it’s really like to build two scratch agencies from the ground up. From hiring virtual assistants early to leveraging Facebook groups and referral partners, Colton dives into the tools, mindset, and structure that helped him grow smarter the second time around.🔍 If you’re building or rebuilding your agency, this one’s full of practical gems on time-blocking, team-building, and scaling with lean resources.🕒 Timestamps:00:00 – Colton’s Journey: Door-to-Door Sales to Agency Owner05:20 – Referrals, Facebook Groups & Community Marketing08:45 – Why His First Hire Was a Quoting VA11:15 – Getting VAs to Work: Onboarding & Expectations14:45 – Role Specialization vs. Overloading Team Members18:40 – Building a Lean Team: CSR, Admin VA & Growth Plans21:30 – Group Hiring Strategy for Sales Reps29:00 – Colton’s Ideal Day & 70% Revenue FocusEnhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: https://virtualintell.com/Join our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents: https://t.me/+cISob2kA3pAyMmY5📌 Connect with us on social media: Instagram:   /thescratchagencypodcast  🎧 Listen now on Spotify: https://open.spotify.com/show/7hutxCZ...🔗 For more exclusive content, visit our website: https://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!

In this one, we take a deep dive into the evolving journey of podcasting—from rebranding your show to finding your voice and building meaningful connections.We introduce the "Make An Impact" podcast and share insights on how you can start your own show even with minimal equipment. Whether you're a creator, entrepreneur, or someone passionate about storytelling, this episode is full of real talk, tips, and encouragement to help you make an impact with your message.🕒 Timestamps:00:00 - Introduction03:28 - Local podcast rebrand and guest feedback05:00 - Introduction to "Make An Impact" podcast and its purpose08:17 - Relatability and impact of podcast guests' stories12:57 - Starting a podcast with minimal tech investments and focusing on content15:50 - Recommendations for finding guests and collaborators for podcasting17:49 - Importance of consistency and persistence in podcasting efforts19:51 - Reflection on relationships and community networking in podcasting21:32 - Closing remarks and encouragement for self-belief and future ownershipEnhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: https://virtualintell.com/Join our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents: https://t.me/+cISob2kA3pAyMmY5📌 Connect with us on social media: Instagram:   / thescratchagencypodcast  Watch now on Youtube: https://www.youtube.com/@thescratchagencypodcast🔗 For more exclusive content, visit our website: https://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.

In Episode 126 of the Scratch Agency Podcast, we're joined by Jason Armogida, founder of 360 Insurance Solutions. Jason shares his journey transitioning from the captive insurance model to building a thriving independent agency. He opens up about the growing pains, key decisions, and strategic use of systems and virtual assistants that have helped him scale successfully in today’s tech-driven landscape.🔍 Whether you're starting your own agency, exploring InsureTech trends, or figuring out how to scale with the right team—this episode delivers real talk and actionable insight.🕒 Timestamps:(00:00) – Introduction(04:13) – Transition from Captive to Independent Model(06:28) – Utilizing Systems in Agency Operations(12:32) – Navigating the InsureTech Boom(16:17) – Early Days and Transition to 360 Insurance Solutions(18:43) – Decision Making in Agency Growth and Expansion(22:04) – Challenges of Scaling an Agency and Talent Acquisition(26:44) – Three Years In: Team Structure and Virtual Assistants(29:01) – Wrap-Up and Contact InformationEnhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.comJoin our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents: The Scratch Agency Podcast📌 Connect with us on social media: Instagram: The Scratch Agency Podcast🔗 For more exclusive content, visit our website: scratchagencypodcast.comThank 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!

In this episode of The Scratch Agency Podcast, Shawn Fitzgerald and Stephen Turnbull dive into a dynamic conversation about how insurance agencies can harness AI and technology while staying rooted in relationships and strategic vision.From the fundamentals of building strong industry connections to the advanced integration of AI-driven automation, this episode dives deep into the tools and mindsets needed to grow a modern, efficient agency. The guests also tackle pressing concerns about AI privacy and offer real-world insights into staying competitive in a rapidly evolving industry.🕒 Timestamps:(00:00) – Introduction(00:27) – Shawn's Background(00:50) – Stephen's Background(01:20) – Importance of Relationships in the Insurance Industry(02:40) – The Impact of Networking and Learning from Others(03:37) – The Growth Opportunities in the Insurance Industry(04:59) – The Integration of AI in Insurance Agencies(09:12) – The Future of Agency Efficiency and Automation(13:24) – Discussion on Utilizing AI Tools and Systems(16:39) – Addressing Concerns about Privacy and AI Usage(26:09) – Importance of Vision and Strategy in Agency Growth(31:18)– Promoting Podcast Meetup and Closing RemarksEnhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.comJoin our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents: The Scratch Agency Podcast📌 Connect with us on social media: Instagram: The Scratch Agency Podcast🔗 For more exclusive content, visit our website: scratchagencypodcast.comThank 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!