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Insurance Town

Insurance Town
Author: Heath Shearon
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© 2020 Insurance Town Media
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Welcome to Insurance Town! Your host is the Mayor of Insurance Town, Heath Shearon. After many years in different parts of the insurance world, Heath wants to share his experience with you. Join in on conversations with Heath and many of the friends he's made along the way.
Insurance Town is a production of Ready, Set, Podcast! Find more info at www.readysetpodcast.xyz
Music: "Mornin, Noon, and Nite" by Daddy Long Legs
Insurance Town is a production of Ready, Set, Podcast! Find more info at www.readysetpodcast.xyz
Music: "Mornin, Noon, and Nite" by Daddy Long Legs
265 Episodes
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In this episode of Insurance Town, host Heath Shearon sits down with Kyle Kuest, a dynamic sales professional at Vertafore, to talk about his unique journey from ministry work to the world of insurance technology sales. Kyle shares how his background in the church, his passion for history, and his experience in teaching shaped his approach to sales, customer service, and leadership.Kyle and Heath discuss:✔️ Lessons from Ministry & Teaching – How active listening, empathy, and organization play a vital role in sales.✔️ Sales Strategies in a Hard Market – Why agencies should focus on organization, proactive communication, and leveraging technology.✔️ The Power of Workflow & CRM – How AgencyZoom and Vertafore’s management systems help agencies streamline their processes.✔️ Overcoming Challenges – Advice for insurance professionals navigating the current market.✔️ The Importance of Community & Collaboration – Why independent agencies should work together rather than compete in isolation.Kyle also shares his winning strategies that helped him earn awards in his first year at Vertafore and provides practical tips for insurance professionals looking to level up their sales game.Connect with Kyle Kuest:📌 LinkedIn: Kyle Kuest📌 Vertafore: www.vertafore.comSponsors:A big thank you to our sponsors for making this episode possible!🟠 Smart Choice – Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.🟠 Canopy Connect – Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes.🟠 Olde School Marketing – For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!🎧 Listen, Subscribe & Leave a Review!If you enjoyed this episode, please subscribe and leave us a review on your favorite podcast platform. Stay tuned for more great conversations in Insurance Town! 🚀#InsuranceSales #HardMarket #InsuranceTechnology #Vertafore #AgencySuccess
In this episode of Insurance Town, Mayor Heath Shearon sits down with his good friend and insurance powerhouse, Ariel Rivera, the newly appointed President of PIA National. Ariel shares his journey, the responsibilities of his new role, and how he’s embracing the challenges of leadership in the independent insurance world.Episode Highlights:✅ Ariel’s Journey to Leadership – From starting in the industry to becoming the youngest-ever PIA National President, Ariel reflects on his path and what drives his passion for the independent agency space.✅ What PIA Does for Agents – Ariel breaks down the advocacy, education, and networking opportunities PIA provides, and why agents need to be engaged to reap the full benefits.✅ Hard Market Realities – Ariel and Heath discuss the ongoing hard market, its impact on independent agents, and what agents can do to navigate these challenging times.✅ Advocacy Matters – Hear Ariel’s firsthand experience testifying before Congress about flood insurance reform, and why agents need to be aware of legislative issues affecting the industry.✅ Cyber Insurance & RGS – Ariel shares his work with RGS, helping agencies provide cyber coverage solutions in a rapidly evolving digital landscape.✅ Stronger Together – The importance of unity and collaboration in the insurance space, and how the PIA is growing stronger through collective action and support.Heath and Ariel bring the energy, passion, and love for the industry in this episode—one you don’t want to miss!Sponsors:A big thank you to our sponsors for making this episode possible!🔹 Smart Choice – Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.🔹 Canopy Connect – Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes.🔹 Olde School Marketing – For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!🎧 Tune in now and let’s talk insurance! 🚀
In this episode the Mayor, interviews his new friend Caleb Burkey, and experiences a light bulb moment! We really hope you do as well. This one is a game changer on so many levels. If you want to actually understand Parametric Insurance AND get to eaves drop on a great conversation, press play now. This one is a good one.Sponsors:Smart Choice Insurance Canopy ConnectOlde School Marketing
Replay Episode !! This week In Insurance Town the Mayor sits down with his good friend Becky Monfre, VP of Digital Accounts at Coterie Insurance. Becky Monfre, joins us in Insurance via the Vertafore Insurance Podcast. to talk about how Coterie is making small commercial Insurance easier. She has been in the industry her entire career and understands the value of speed and efficiency for commercial insurance. As the head of digital distribution, she loves helping agents to embed small commercial insurance capabilities on their website. Becky and the Mayor talk about everything from Raising Kids to Growing small commercial insurance and even get into some Hot takes along the way... Sponsors:Smart ChoiceCanopy Connect Olde School Marketing
In this weeks episode, the mayor sits down with his good friend Tinsley English to discuss her latest book titled Grit, Growth & Gumption. But this episode is way beyond that we discuss being a leader in this service industry. We discuss the challenges, the customer service, reps face, the challenges that managers face.We also discuss accepting God’s calling in your life no matter how difficult that might be, or scary that might be. This episode is a really really good one. I couldn’t do this show without my amazing sponsors Smart Choice – the fastest growing agency network hands-down. With over 10,000 agencies across the country, trusting them and over 11 billion written premiumCanopy connect – you’re one click solution to getting the deck pages you need to quote your prospectsOlde school marketing -the new school approach to an old-school way of marketing
In this episode of The Insurance Town Podcast, host Heath Shearon sits down with Teresa Kitchens, a dynamic agency owner and podcaster, to explore her remarkable journey of resilience, leadership, and transformation both personally and professionally.Key Highlights:Facing and Overcoming Adversity: Teresa shares deeply personal experiences, including her children's mental health struggles and navigating divorce, while balancing business challenges. These life-altering events shaped her leadership philosophy and the structure of her agency.Virtual Agency Model: As a pioneer of virtual operations, Teresa discusses the motivations behind creating a remote-friendly business and the positive impact it’s had on her team and culture.Leadership and Team Development: Insights into fostering a collaborative and accountable team culture, where members are supported through challenges and empowered to lead.Personal Growth and Mindset Shifts: How self-reflection, books like John Acuff's Start, and introspection allowed Teresa to transform her fears into stepping stones for growth.Blended Family Dynamics: A candid look into the ups and downs of second marriages and blended families, with lessons on communication, compromise, and perseverance.Building Strong Client Relationships: Teresa emphasizes the importance of humanizing client interactions, understanding their struggles, and aligning business operations with empathy.Memorable Quotes:“Our fears were creating everything we didn’t want, but acknowledging them allowed us to grow beyond them.”“As a leader, you must give your team space to heal and grow. Honor their journey—it strengthens the entire organization.”I love interiewing other podcasters its so fun, Listen to her podcast, Power Women in Insurance, where she uplifts voices and stories of women in the insurance industry.Sponsors: A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!
In this episode of The Insurance Town Podcast, host Heath Shearon welcomes back a beloved guest, Tolga Tezel, CEO of Canopy Connect. Together, they dive deep into how Canopy Connect is transforming the insurance industry with its innovative "one-stop intake platform." From simplifying customer interactions to delivering enriched data, Canopy Connect is helping agents and agencies save time, improve client engagement, and ultimately win more business.Tolga shares the journey of Canopy Connect, highlighting significant updates over the past year, including their expansion into customizable forms, third-party data integration, and advanced tracking for leads. He also emphasizes the importance of simplicity, storytelling, and client feedback in building a successful company. With practical insights for both startups and seasoned agencies, this conversation is a must-listen for anyone looking to elevate their insurance game.Key Takeaways:Evolution of Canopy Connect: From a tool for retrieving deck pages to a comprehensive insurance intake platform that integrates directly into agency workflows.Customizable Solutions: Agencies can now create tailored forms for specific niches, making the client onboarding process seamless and efficient.Integration with Third-Party Data: Access to drivers’ licenses, property data, and more, eliminating the need for tedious manual entry.Tracking Wins and Losses: New tools allow agencies to analyze their lead conversions and follow up effectively.Focus on Fundamentals: Tolga’s key lesson from the past five years is to stay customer-focused, iterate quickly, and keep processes simple.Quotable Moments:“Never fall in love with your solution; fall in love with the problem.” – Tolga Tezel“This platform meets consumers on their terms, whether it’s uploading documents, connecting accounts, or filling out forms.” – Tolga Tezel“Canopy Connect saves agents hours by turning 30 to 45 minutes of data entry into just seconds.” – Heath ShearonSponsor Shoutouts:A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!
Episode Title: Unlocking Hidden Value in Life Insurance Policies with Rob HaynieIn this episode of the Insurance Town Podcast, host Heath Shearon sits down with Rob Haynie, Managing Director and co-owner of Life Insurance Settlements, Inc. Rob shares his fascinating journey into the life settlements industry, starting in the early 1990s, and offers insights into how life insurance policies can provide unexpected financial benefits.What You’ll Learn in This Episode:The Origin of Life Settlements: Rob recounts how viatical settlements began as a way to help terminally ill patients use their policies for medical expenses and evolved into the life settlements market we know today.The Power of Education: With billions of dollars in death benefits lapsing each year, Rob emphasizes the importance of educating policyholders about alternatives like life settlements.The Mechanics of Life Settlements: Learn how life settlements work, who the buyers are, and how these transactions provide policyholders with cash that can significantly exceed surrender values.Creative Uses for Settlement Proceeds: Rob shares heartwarming stories of clients using settlements to create lasting memories or fund retirement and healthcare needs.The Role of Advisors: The episode discusses how insurance agents, financial planners, and estate attorneys can help clients explore life settlement options, ensuring they make informed decisions.Key Takeaways:Life settlements can provide seniors with financial freedom, enabling them to fund long-term care, pay off debt, or support family members.Rob’s mantra, “Putting life back into life insurance,” highlights the potential to use life insurance for more than just a death benefit.Whether you’re a policyholder or an advisor, asking questions and exploring options is critical to making the best financial decisions.About Rob Haynie:Rob is a veteran in the life settlements industry and has served on the board of the Life Insurance Settlement Association for over 20 years. He recently received a prestigious leadership award for his contributions to the field.Sponsors:A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!
In this weeks episode the Mayor sits down with his good friend, David Vercillo. David Vercillo works as an agent at The Fedeli Group, a large family owned insurance agency in Cleveland Ohio. The Fedeli Group specializes in providing quality insurance products and high-level risk management services. As a former sales coach with the Pacesetter program. Heath and David break down what made the Pacesetters program so successful and what it takes to become a successful producer in todays market. Sponsors:A big shoutout to our amazing sponsors for making this episode possible:Smart Choice: Your go-to partner for independent insurance agents.Canopy Connect: The easiest way to gather insurance data directly from clients.Olde School Marketing: Helping agencies stand out with custom branding and marketing solutions.
In this weeks episode of Insurance Town I had the honor and privilege of interviewing my good friend and Brother from another mother Brian Thompson of Descartes Underwriters. We talk about all things Parametric Insurance. I have to admit I've been in this industry a long time and I've also had the privilege of interviewing a lot of insurance professionals, but I had not one clue about parametric insurance, Until now!!Brian is so good at breaking this down for me, and for you the audience, I am so thankful he stopped by and hung out with me for a little bit. We laughed and learned alot today! Sponsors:A big shoutout to our amazing sponsors for making this episode possible:Smart Choice: Your go-to partner for independent insurance agents.Canopy Connect: The easiest way to gather insurance data directly from clients.Olde School Marketing: Helping agencies stand out with custom branding and marketing solutions.
Join the Mayor of Insurance Town, Heath Shearon, as he sits down with Jacob Bolton to dive deep into his fascinating journey from aspiring professional athlete to a prominent figure in the insure-tech world. Jacob shares his experiences, insights, and lessons learned from his time in collegiate baseball, how he transitioned into the insurance industry, and his passion for technology's role in modernizing agencies.Key Highlights:Jacob’s Backstory: From his time at Eastern Michigan University as a baseball player to navigating career shifts after injuries derailed his pro-sports aspirations.Parallels Between Sports and Insurance: How lessons like overcoming adversity, staying organized, and dealing with failure shaped Jacob’s approach to work in the insurance industry.Tech Talk: Jacob’s perspective on the transformative power of insure-tech tools like CRMs, automation, and AI in helping agencies thrive.Debunking Myths About Technology: Why tech isn’t replacing agents—it’s enhancing their capabilities.Sales Wisdom: Jacob shares his “detachment from the outcome” sales philosophy, inspired by Josh Braun, and how it helps build trust and lasting relationships with clients.Emerging Trends in AI: Jacob’s take on tools like Lavender, ChatGPT, and the future role of AI in streamlining processes, from client communication to task automation.Quotable Moments:🗨️ "You don’t find yourself getting into insurance, but once you’re in, you fall in love with the process of growth and overcoming challenges." – Jacob Bolton🗨️ "The key to thriving in sales is staying curious and detaching from the need to close every deal." – Jacob BoltonSponsors:A big shoutout to our amazing sponsors for making this episode possible:Smart Choice: Your go-to partner for independent insurance agents.Canopy Connect: The easiest way to gather insurance data directly from clients.Olde School Marketing: Helping agencies stand out with custom branding and marketing solutions.Resources Mentioned:AgencyZoom: A CRM tool empowering agencies with customizable automation.Lavender: An AI tool enhancing email communication by simplifying language and boosting response rates.Josh Braun's Sales Strategies: Sales insights and tactics for modern professionals.
In this episode of the Insurance Town Podcast, Mayor Heath Shearon sits down with Mike Mathweg, and they discuss how he "lucked" into becoming a Multi-millionaire through hard work and mergers and acquisitions. Whether you’re considering selling your agency, growing through acquisition, or simply curious about the dynamics of agency sales, this episode delivers the goods.Episode Highlights:Mike kicks off by sharing his early career journey, from an internship at Northwestern Mutual to stints in banking and back to the insurance industry. His story showcases the twists and turns that can lead to discovering your true professional passion. Mike talks about the sell of his agency, offering a behind-the-scenes look at how these deals are structured. He breaks down the key factors agency owners should consider before making the leap, including valuation, timing, and buyer compatibility. Heath and Mike discuss the importance of building strong relationships during the M&A process. Mike emphasizes how trust and transparency between buyers and sellers can make or break a deal.Preparing for Sale: Mike shares actionable advice for agency owners to maximize their agency’s value, including cleaning up financials, developing strong processes, and showcasing growth potential. The conversation takes a big-picture turn as Mike discusses trends in the insurance market and how M&A activity is shaping the future landscape.Key Takeaways:Plan Ahead: Mike outlines why a well-prepared agency is more attractive to buyers and how owners can start planning years in advance for a successful sale.Understand Your Value: He explains what factors most influence an agency’s valuation and how to position your business for top-dollar offers.Know Your Buyer: Not all buyers are created equal—Mike highlights the importance of finding the right fit, whether it’s a private equity firm, aggregator, or local competitor.Train your kids up right: he talks about the lessons he is teaching his kids and the next generation about building your own generational wealth. Episode Quote:"Selling an agency isn’t just about the numbers—it’s about finding a partner who aligns with your values and vision for the future." – Mike MathwegSponsors:A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!
In this episode of the Insurance Town Podcast, Mayor Heath Shearon sits down with the dynamic Keith Harrison to talk about fun in the workplace, the importance of passion, and the journey that led Keith to where he is today. From LinkedIn connections to the power of networking, Heath and Keith dive deep into the sales process and the ideas and strategies he trains on all over the world. Keith shares insights on finding joy in daily tasks, the philosophy of providing value over price, and some practical advice for making work feel less like work. Check this one out and hear more about:Building a Career on Passion – Both Heath and Keith explore the idea that if you love what you do, “you’ll never work a day in your life.”Keith shares practical sales tips that work Keith workings with agencies all over the world to bring sales game changing sales process to the tableHow his simple and easy steps can help you turn your CRM into an even more valuable member of your sales teambuilding a sales culture in your agency second to noneEpisode Sponsors:Smart Choice – Helping independent agents grow and succeed with tools and support that make running an agency easier.Canopy Connect – The ultimate insurance verification tool, allowing agents to streamline data collection and focus on building client relationships.Olde School Marketing – Your go-to partner for customized marketing solutions in the insurance space, from print to digital.Next Steps:Tune in, subscribe, and reach out with feedback or topic suggestions. Don't forget to check out our amazing sponsors for tools and resources that can help elevate your agency to the next level.
In this Episode the Mayor sits down with his buddy Bobby Touran, of Rainbow, the MGA built for Restaurants. The conversation covers Baabak Touran’s background, and how the 2008 financial crisis led him and his friends to start a business that eventually became a major focus for him. Heath and Baabak exchange insights on resilience, adapting to change, and the power of entrepreneurship, particularly within challenging economic conditions. Together Mayor and Bobby dive into topics of personal and professional growth, the unpredictable paths that careers can take, and the importance of seizing opportunities—even in tough times.Episode Highlights:.:Insights for Aspiring Entrepreneurs: Reflecting on his experiences, Baabak offers advice for newcomers to the business world. His key message? Embrace the unknown, leverage your network, and never underestimate the power of persistence.Key Quotes:Empowering Small Businesses with Data: Rainbow’s technology helps small agencies leverage data that’s typically out of reach due to cost or complexity, leveling the playing field with larger competitors.\Automation for Efficiency: Rainbow integrates automation tools that simplify time-consuming tasks. This means agents can spend less time on administrative work and more time building relationships and growing their business.Data Integration for Deeper Insights: Rainbow aggregates data from multiple sources, giving agencies a more holistic view of each client’s needs, behaviors, and potential risks.Supporting Growth in a Changing Market: As the insurance industry evolves, Rainbow helps agencies stay agile, adapt to new trends, and respond to the ever-changing demands of their customers.In essence, Rainbow is helping insurance agencies modernize and grow by putting powerful, user-friendly data tools at their fingertips. It’s an approach that not only helps businesses thrive but also improves client satisfaction—transforming the traditional insurance experience for the better.A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game! OldeSchoolmarketing.com
In this solo episode, the Mayor of Insurance Town tackles a challenge we can all relate to—burnout. As the end of the year approaches, workloads ramp up, and burnout can feel like it’s right around the corner. This episode is all about recognizing burnout, taking practical steps to beat it, and finding motivation to finish strong.The Mayor shares powerful burnout stats, signs to look out for, and real-world strategies that make a difference. From prioritizing tasks and setting work boundaries to celebrating small victories, this episode provides the tools to help you recharge, refocus, and wrap up the year with purpose. Tune in for encouragement, practical tips, and a motivational send-off to close out 2024 strong!Sponsors: Special thanks to our sponsors, who make this podcast possible and provide solutions that help you work smarter, not harder:Smart Choice: Supporting agents with access to top carriers, competitive commissions, and dedicated support to help grow your agency.Canopy Connect: The easy, secure way to collect client information quickly, helping you serve clients better and streamline your workflow.Olde School Marketing: Your go-to for customized, creative marketing solutions that give your agency the edge it needs to stand out.
On todays episode the mayor interviews good friend Eric Stien, who just finished writing his first book he says, this is a Blueprint for agencies looking to grow their agencies. He gives a lot of practical advice throughout the podcast on simple ways any agency can grow and take its agency to another level. Eric is the President at Insured Solutions, Inc, he is also a Podcast Host: Insurance shop talk and he has a lot to talk about here. Eric shares his inspiring story of taking his insurance agency from humble beginnings to strategic expansion, plus offers advice others can use to differentiate their agency, attract top talent, and adapt to changing customer expectations. This is a good one Buckle upSponsors:Smart ChoiceCanopy Connect Olde School Marketing
In this episode of the Insurance Town Podcast, the Mayor sits down with Caleb Cramer, an insurance pro who’s always been on the move—both in the field and in his career. Caleb opens up about his journey in sales, how he’s navigated his career path, and the exciting developments with his new job.They dive deep into the world of insurance sales, focusing on Caleb’s sales philosophy, the challenges he’s faced, and how he’s built long-lasting client relationships that drive success. Caleb also drops some “insider tea” on what’s going on with his latest role and what he's excited about for the future.Tune in to hear Caleb’s candid thoughts on:Why Sales is Everything – How sales has shaped Caleb’s career and why he believes every insurance professional should focus on mastering this craft.The Art of Relationship Building – His tried-and-true methods for developing trust and rapport with clients, and how it’s helped him stand out in a competitive industry.The Next Chapter – Caleb spills the details about his exciting new job and what it means for his future (hint: he’s not slowing down anytime soon).Key Takeaways:“It’s not just about selling a policy, it’s about solving problems.” – Caleb breaks down how his sales approach goes beyond transactions and into long-term partnerships.“You have to stay curious and adapt.” – Caleb shares how curiosity and a willingness to evolve have been critical to his ongoing success in the ever-changing world of insurance.“Sales is a relationship game.” – Why focusing on the human side of business makes all the difference.What’s New with Caleb:Caleb teases some exciting news about his new role in the industry. Without giving too much away, he talks about his fresh start, what motivated the change, and how he plans to keep shaking things up in the insurance world.Quotes:“If you’re not constantly refining your sales approach, you’re already behind.” – Caleb Cramer“Every day I wake up thinking about how I can better serve my clients. The sales will come if you do that right.”Call to Action: Whether you’re a seasoned insurance professional or just getting started, this episode is packed with insights you can use. Don’t forget to subscribe, rate, and review the podcast, and share it with someone who could use a fresh perspective on sales and leadership.Sponsors:A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!
In this weeks episode of Insurance Town, The Mayor welcomes good buddy Patrick McBride to the show. Patrick, a seasoned insurance professional, shares his journey, experiences, and insights on the industry's evolving landscape.Key Highlights:The Last Few Years in the Industry: Patrick reflects on how the last couple of years have been "wicked" due to the rapid changes in technology and the industry's shift towards innovation. He provides perspective on how to stay ahead amidst these changes.Staying Connected in a Changing World: The conversation shifts to the importance of maintaining relationships in the insurance world, especially in a post-pandemic landscape. Patrick talks about his strategies for staying connected with colleagues and clients while continuing to adapt to the evolving industry.Customer Service and Technology: The conversation digs deep into how the evolution of technology has transformed customer service in the insurance world. Patrick emphasizes the need for agencies to use tech to enhance the client experience—whether it's through automation or more personalized service. They discuss tools like AI chatbots, data analytics, and client portals, which not only make processes faster but allow for a more tailored approach. As Patrick points out: "The best tech makes great service feel effortless."Patrick shares a few stories where tech simplified otherwise complex processes for clients, noting how a quick turnaround and personalized communication helped retain customers. The duo also touches on the challenge of finding a balance between automation and the human touch. "At the end of the day," says Patrick, "clients still want to know there’s a real person behind the scenes who cares about them."Rapid Fire Questions Segment: In a fun and fast-paced part of the episode, Heath puts Patrick in the hot seat with rapid-fire questions. Get ready for some hilarious and insightful moments as Patrick reveals:Favorite tech tool for improving customer service.Worst business advice he ever received.Favorite networking event (besides Indy Tech, of course!).Go-to grilling recipe—yes, there’s a little cooking talk!And much more!Customer Service Tech Takeaways for Insurance Pros:Speed & Efficiency with Tech: Use technology to streamline repetitive tasks like policy changes, claims processing, and FAQs to free up more time for personalized client interactions.Human Touch: While automation is a game-changer, it’s crucial to maintain a human connection for the moments that matter. Clients value tech for convenience but trust is built through real relationships.Data-Driven Personalization: Tools that provide data insights can help agents understand client preferences and needs, making their outreach and service more meaningful.Don’t Miss:Laugh-out-loud moments from the rapid-fire segment.Patrick’s take on the biggest customer service pitfalls and how to avoid them in today’s tech-driven world.Takeaways for Insurance Professionals:Importance of attending industry events like Indy Tech to network and stay updated on new trends.How to stay agile and adaptive to change in a "wicked" industry.Strategies for staying connected with your professional network, even when you can't always meet in person.Don't Miss:Hilarious stories from the Indy Tech event that will keep you laughing.Patrick’s take on how insurance professionals can thrive in today's rapidly evolving environment.Subscribe & Review:Don’t forget to subscribe to Insurance Town on your favorite podcast platform and leave a review to help others find the show
This is a LIVE episode from the PIA of Texas Conference in San Marcos Texas ! We are discussing Hard Market with Carrie Cheeks of JenCap, Debbie Dziga of Dziga Insurance, and Michael Ley of Hawksoft WARNING : THE AUDIO IS NOT STUDIO QUALITY DUE TO THE LIVE ASPECT BUT CONTENT TOO GOOD not to put out. Episode Sponsors:Smart Choice AgentsCanopy Connect Olde School Marketing
In this episode of Insurance Town, Heath Shearon sits down with a dynamic guest who is transforming how agencies operate. The conversation centers around leveraging technology to streamline agency operations and drive growth. From CRM systems to data analytics, they break down the tools and strategies that can help agencies stay competitive and efficient. The guest also highlights the power of relationship-building and how investing in both clients and team members can foster long-term success.This episode is a must-listen for insurance professionals looking to modernize their operations and elevate their business by embracing tech-driven solutions and relationship-focused growth strategies.Key Takeaways:How to effectively implement technology in your agency to improve operations and customer experience.The role of data and analytics in shaping smarter business decisions.Building strong client relationships as a foundation for agency success.Strategies to foster team development and collaboration for long-term growth.Sponsors:Smart Choice – The fastest-growing agency network, offering tools to help independent agents succeed.Canopy Connect - Your one click solution to getting dec pages you need. Olde School Marketing New school approach for an old school way of marketing
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