Unstoppable Profit Podcast Hosted by Mike Stromsoe

Are you truly connecting with your customers and do they understand what you have to sell? Not only did the unstoppable Christos Provistalis blow the attendees away at the most recent Be Unstoppable Bootcamp, he wanted to bring even more value and did a very special UPP member only training. So we wanted to bring it to you The best of the best that Christos has to offer… Take a look at this encore presentation at the request of many! Get ready for an enlightening conversation as we dive deep into the power of human connection and understanding what you truly sell in your businesses. Christos brings his expertise in helping companies grow and impact people’s lives. The discussion also delves into the different methods of communication, from traditional phone calls to face-to-face interactions, and now, the rise of digital platforms like Zoom. Emphasizing the importance of deep and meaningful human connections that can only be achieved through in-person interactions. Christos provides practical insights and strategies for businesses to make emotional connections with their customers. They explore real-life examples and share their personal experiences to illustrate the power of such connections. Highlights: Email lacks emotion and can be misconstrued, while face-to-face communication allows for a deeper understanding. The importance of understanding what a company truly sells and how to connect with customers on an emotional level in order to effectively sell a product or service. It is an energy formed between people when they feel seen, heard, valued, and understood. Building this connection is crucial in sales and leadership. Emotional investment leads to less critical observation and stronger bonds. Family conversation sparked insight on the love for work. About Christos Provistalis: Christos Provistalis is a seasoned hospitality professional with a passion for creating experiences and fostering genuine connections. As a Guest Service Manager for the renowned Walt Disney Company, he had the privilege of dedicating his leadership career to the prestigious Grand Floridian Resort & Spa.  During his time at Disney, Christos witnessed firsthand the transformative power of exceptional customer service and the impact it had on guests. Inspired by this, he embarked on a new journey after leaving the company—to share his knowledge and expertise with others. As a sought-after speaker, Christos travels across the United States, sharing his insights with professionals from various industries.  Christos covers the heart of service, exploring the dynamics of human connection, emotions, self-awareness, and perception. Recognizing that exceptional service is not just about transactional interactions, but about creating memorable moments.  Through thought-provoking discussions and real-life examples, Christos empowers you to elevate yourself and leave a lasting impact on others both personally and professionally. https://www.linkedin.com/in/christosspeaks/   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Virtual Events: http://www.uppfaststart.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Let’s jump right into this life-affirming dialogue with guest Jim Cathcart. Jim Cathcart is a motivational speaker and real-life exemplar of resilience and optimism. Jim’s accolades, including the prestigious Golden Gavel award, set the stage for a conversation that traverses personal growth, embracing life’s vulnerabilities, and the undeniable power of a positive mindset. Jim shares his wisdom on the acorn’s symbolism of untapped potential, the impact of dedicating time to self-improvement, and how a seemingly small daily commitment can lead to monumental change. We’ll touch on his health challenges, his unwavering commitment to living fully, and how our actions shape our future. So brace yourself for an episode that will ignite your desire for greatness and show you why stepping out of your comfort zone is the essence of truly living. Highlights: Jim’s engagement in tours in China, focusing on meaningful life and reaching thousands of people. Reflection on career in insurance and encouragement to share passion for serving and protecting people. Emphasis on the importance of embracing uniqueness, facing criticism, and reaping phenomenal rewards. Importance of behavior in shaping others’ perception and building reputation. Discussion on the significance of emotional safety and the impact of actions on others. Highlighting Toastmasters’ role in developing communication and leadership skills, leading to success. Sharing personal resilience and success stories despite challenges. Promotion of wealth-building strategies, virtual events, and podcast subscriptions for insurance agents. About Jim Cathcart, CSP, CPAE: the family man. Jim and Paula have been married for 53 years and have raised a happy successful son with 2 *Amazing grandchildren. (*And they can prove it!) the musician. Jim Cathcart and his band “ReZoom The Boom” recently performed for 8 years in Southern California and now in Austin, Texas. Frequently including music as part of his speaking engagements, Jim has performed around the world. http://GuitarMusicLive.com the traveler. Professionally, in 2015 through 2019 Jim lectured in 23 major cities in mainland China plus a round-the-world lecture tour. He’s traveled the world for decades and knows how to adapt to other cultures. Additionally, Jim is a Life Member of the American Motorcyclist Association and has toured Europe and North America over 150,000 miles on his motorcycles. He was the keynote speaker for the 100 year anniversary convention of Harley Davidson in 2003. Jim is a proud Texan, now based in Austin the speaker. Jim Cathcart, CSP, CPAE is one of the top 5 most award-winning speakers in the world. His Top 1% TEDx video has  2.7 million views, his 25 books are translated into multiple languages, including 3 International bestsellers. He is a Certified Virtual Presenter and past National President of the National Speakers Association. Jim’s PBS television programs, podcast appearances and radio shows have reached millions of Success Seekers and he is often retained to advise achievers and their companies. Even his colleagues, some of the top speakers in the world, have hired Jim to speak at their own events. Jim is an Executive MBA Professor at California Lutheran University School of Management and serves as their first Entrepreneur in Residence. He has been inducted into the Sales & Marketing Hall of Fame in London for his pioneering work with his concept of “Relationship Selling.” He is also in the Professional Speakers Hall of Fame and has received The Cavett Award and The Golden Gavel Award. the author. Jim has written 25 books, hundreds of articles and he is always writing at least one new book. His most recent book is What To Do When You’re The Speaker. Audiences buy his books by the hundreds and he happily adds autograph sessions to his speeches.   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Virtual Events: http://www.uppfaststart.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

If you want more out of life and business next year, it starts with becoming more of who you’re capable of being. In this solo episode, I share the exact year-end framework I’ve used for decades to design my most joyful, fulfilling, and successful years. I walk through three simple but powerful questions that shape how I spend my time, how I build my business, and how I take care of my health, relationships, and personal growth. This episode is about intention, clarity, and reverse-engineering my best year before it even begins. By the end, you’ll have a practical way to design your life one year forward, eliminate what drains you, focus on what matters most, and create a plan that supports both personal and professional success. Highlights: How to identify what truly brings joy into your life and structure your time around it. Why eliminating tolerated and energy-draining tasks creates more focus and momentum. How spending more time in your strength zone leads to greater fulfillment and impact. Ways to evaluate your business across team, clients, vendors, brand, and finances. What defining success in both business and personal life looks like without burnout. How reverse-engineering the best year of your life creates clarity and direction. Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Predictability is becoming one of the most valuable advantages in today’s insurance market, and data and technology are finally making it possible. In this episode, I sit down with Dylan DiMarchi, Co-Founder and CEO of Eventual, to explore how independent agents can use price guarantee strategies to stand out, retain clients, and grow in a challenging market. We discuss how Premium Lock works alongside existing homeowners policies to provide multi-year premium stability without replacing carriers, and how data modeling and AI are helping address volatility driven by inflation and climate risk. This conversation is about more than pricing—it’s about giving agents a powerful new way to deliver certainty, differentiation, and long-term value to their clients. Highlights: How premium predictability is becoming a competitive advantage for independent agents. Why homeowners are demanding stability as rate increases continue across the country. How data, AI, and predictive analytics are reshaping insurance pricing and risk management. Ways agents can improve retention and referrals with multi-year value propositions. What the hard market data reveals about regional trends, climate risk, and carrier behavior. How technology-driven guarantees can coexist with admitted carriers and existing policies. About Dylan DiMarchi: Co-founder and CEO of Eventual, the company behind Premium Lock. Premium Lock is a 3-Year Price Guarantee that works alongside homeowners’ existing carriers and coverage to help homeowners fight back against rising insurance prices. Premium Lock is distributed by independent insurance agents across America, helping them grow their businesses faster by (i) marketing a long-term price guarantee to differentiate and win more customers, (ii) improving retention with a multi-year product, and (iii) adding an incremental commission stream. Dylan was born and raised in Hawaii and studied mechanical engineering and economics at Yale. Prior to Eventual, Dylan was an Investment Professional at Blackstone, where he invested $3.5bn in commercial real estate during his tenure. Until next time, get out there and make a difference, be unstoppable, and leave no regrets!   Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Scaling an agency requires clarity, intentionality, and the courage to focus on what truly drives growth. In this episode, I share the mindset and systems used by top independent insurance agencies to compress time, eliminate distractions, and scale faster than ever before. I also introduce Onyx, our new high-level program built for agency owners who are ready to elevate their leadership, strengthen their culture, and create the scalable infrastructure needed for long-term success. We dive into how planners outperform reactors, why subtraction accelerates growth, and how early adopters are using automation and AI to create massive efficiency gains. This episode will challenge you to lead with purpose and build your agency like the one you want to own three years from now. Highlights: How intentional planning—not reaction—creates the clarity needed for breakthrough growth. Why calculated courage separates stagnant agencies from those scaling at record speed. How subtraction (fewer priorities, fewer distractions, fewer wrong-fit people) accelerates success. What early adopters teach us about using automation, RPA, and AI to compress time and build efficiency. Why leadership depth, culture alignment, and people architecture determine long-term scalability. How the Onyx Program is helping agency owners elevate performance, build stronger leadership, and achieve exponential growth. Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

The most powerful advantage in your agency might not be what you think—it’s understanding how your people work best. In this episode, I sit down with Ashley Harwood, entrepreneur, national speaker, and author of Move Over Extroverts, to explore how introverts and extroverts can work together to create balance, trust, and unstoppable growth within your team. Ashley and I dive into why so many agencies unknowingly operate with a bias toward extroversion, and how recognizing and empowering introverts can unlock new levels of productivity and retention. She shares practical tools to help leaders identify personality dynamics, build stronger relationships, and create an environment where every team member thrives. Whether you’re leading producers, CSRs, or leadership teams, this episode is about scaling smarter—by leveraging your people’s natural strengths and energy to fuel sustainable business growth. Highlights: How introverts bring a quieter but deeper kind of power to business and leadership. Why energy management—not effort—is the key to productivity and long-term success. How to recognize and overcome extrovert bias within your agency culture. Simple ways to balance team energy and communication to improve retention and performance. How understanding personality dynamics leads to better leadership, collaboration, and client experience. Practical steps to help both introverts and extroverts thrive together and scale your agency intentionally. About Ashley Harwood: Ashley Harwood began her career in 2013 and built a 6-figure real estate business before launching Move Over Extroverts in 2018. Since then, she’s built programs and courses to help her fellow introverts thrive in sales roles without feeling like they need to change who they are. A national speaker, sought-after sales trainer, author of “Move Over Extroverts: How to Build a Successful Real Estate Career as an Introvert,” and contributing writer for HousingWire, Ashley was also named one of The Top Coaches by The Close and INMAN. Her coaching and training programs are available for entrepreneurs throughout a variety of industries. She grew up in Michigan and resides in Massachusetts with her boyfriend and their crazy orange cat. https://www.moveoverextroverts.com/ Move Over Extroverts: How to Build a Successful Real Estate Career as an Introvert Amazon – https://a.co/d/dTn2mkg Barnes & Noble – https://www.barnesandnoble.com/w/move-over-extroverts-ashley-harwood/1147097413?ean=9781917496025   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

The fastest-growing agencies aren’t just built on strategy—they’re powered by accountability. In this episode, I sit down with Joel McKinley, our Director of Accountability at UPP and a 20-year U.S. Army Ranger veteran, to talk about how true ownership transforms teams from task-driven to results-driven. We dive deep into what it really takes to create a culture where accountability is embraced, not enforced—and where every team member takes responsibility for their own success. Sharing how trust, clear expectations, and consistent follow-through can help agency owners shift from micromanaging to leading with confidence. Together, we break down practical ways to build accountability into your agency’s foundation—so your people don’t just show up for work, they show up for results. Highlights: How accountability builds trust and empowers independent insurance agency teams to own their results. Why accountability must start with leadership—and how agency owners can model it daily. The difference between holding people to tasks versus holding them to outcomes that truly matter. How consistent one-on-one accountability builds confidence, clarity, and momentum across your agency. Ways to identify and eliminate “busy work” so your team focuses on high-value, productive activity. How building an accountability culture attracts A-players who want to grow and lead within your agency. Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

True leadership isn’t about tasks—it’s about unlocking the greatness inside your people. In this episode, I talk with Natty Lewis, an entrepreneur who has built and sold seven companies and now leads Ascend EQ, helping agencies harness emotional intelligence to elevate culture, retention, and revenue. Natty shares powerful insights into why so many agency teams get stuck in “task mode,” how identity and labeling impact performance, and what leaders can do to close the gap between expectations and reality. We also dive into the role of emotions in the workplace and why employees can’t deliver an experience for clients that they don’t feel themselves. This conversation is a roadmap for agency owners who want to build a team that is not only productive but inspired—one that creates lasting client loyalty and greater profitability. Highlights: How shifting from a task list mindset to a big-picture identity transforms performance and client experience. Why labels like “CSR” or “sales rep” limit potential and how to reframe them into empowering identities. The direct connection between emotional intelligence, retention, and revenue growth. How leaders can intentionally shape agency culture through communication and expectations. Why emotions drive behavior and how to equip employees with tools to manage them effectively. Ways to ensure your team feels seen, heard, and valued—so they can provide that same experience to clients. About Natty Lewis: Meet Natty, a true entrepreneur. She has started and sold 7 companies. She is currently the visionary behind Ascend EQ, a company that dives into human emotions and how to use them to your advantage. She has 25 years of experience in marketing and sales. Her expertise extends far beyond traditional business strategies; Natty has delved deeply into understanding human behavior, particularly what drives people to initiate projects but often prevents them from seeing them through to success. Natty has not only founded companies but has also collaborated closely with diverse professionals ranging from athletes to business owners and influencers. Through these interactions, she uncovered a profound insight: the transformative power of emotional intelligence (EQ). Natty believes that elevating EQ levels doesn’t just enhance individual capabilities; it catalyzes a ripple effect across all aspects of life — from increased revenue and productivity to fostering purposeful relationships and living with greater intention. In essence, Natty’s journey is a testament to her commitment to empowering individuals to achieve holistic success, where personal and professional growth converge to create a better life for all.   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

The agencies that will win in the future are the ones embracing AI today—and Daniel Metcalf is laying out the roadmap. In this episode, I talk with Daniel about how generative AI and automation are transforming independent insurance agencies into faster, smarter, more profitable operations. As we continue to break down AI and integrate it into real-world workflows, we explore how top agencies are combining quick wins with long-term strategy to achieve measurable ROI, free up staff time, and create capacity for growth. Daniel also shares how AI dashboards are giving leaders the visibility to track progress, hold teams accountable, and make smarter decisions. This conversation is about more than technology—it’s about overcoming fear, embracing innovation, and building a culture positioned for long-term freedom and success. Highlights: How generative AI and automation are working together to transform agency workflows beyond simple task elimination. Ways to achieve measurable ROI, including examples of agencies saving hours per employee each week. Why quick wins build the confidence needed for long-term AI adoption and cultural integration. How an AI dashboard can act as your agency’s scoreboard, keeping you accountable and on track. The mindset shifts required to overcome fear and lead your team confidently into an AI-driven future. Why younger, tech-enabled producers are already outpacing their peers—and how agencies can harness this advantage. About Daniel Metcalf: AI & Cyber Authority for Independent Insurance Agencies Daniel Metcalf is the Co-Founder & President of CyberFin, Strategic Partner and team member for the Unstoppable Profit Producer Program and a nationally recognized speaker, strategist, and evangelist for AI and Cybersecurity in the Independent Insurance Agency industry. His mission is simple but urgent: to help independent agency owners harness the power of AI while staying protected from the growing wave of cybercrime and compliance risks. With a unique blend of expertise in marketing, technology, and cybersecurity, Daniel translates complex challenges into clear, actionable strategies agency leaders can use today. He has spent his career building and scaling ventures in tech, e-commerce, and revenue operations, and now channels that experience into one clear purpose—empowering insurance agencies to grow safely and profitably in the digital age. Through CyberFin, Daniel and his team deliver practical, agency-focused AI and cybersecurity solutions designed to protect clients, drive efficiency, and ensure compliance. He is widely recognized as a trusted voice in the industry, regularly speaking at insurance conferences, agency networks, and leadership events across the country. At his core, Daniel is a tech enthusiast with an entrepreneurial spirit—a leader passionate about protecting and advancing the independent agency channel. His message is clear: the future of insurance belongs to those who embrace AI and protect against cyber risks, and he’s here to guide agencies every step of the way. Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

The smartest agencies aren’t just selling insurance—they’re reimagining how every back-office process works. In this conversation with Chris Paradiso, I explore how he’s using AI and automation to transform his agency’s operations while giving his team the tools to work faster, smarter, and with greater accuracy. Chris shares how platforms like the Intelligent Agent are helping streamline communication, improve accuracy, and free up licensed agents to focus on what they do best: building relationships and earning client trust. This isn’t about replacing people—it’s about empowering them with the right tools to thrive in today’s marketplace. Highlights: How AI-powered questionnaires can help generalist agents uncover the right details and reduce errors. Why simplifying communication at an eighth-grade level builds stronger client trust. Practical ways to use AI for policy comparisons, renewal reviews, and identifying missed coverage opportunities. How a “closed” AI environment ensures accurate answers and protects sensitive client data. The impact of removing workplace distractions like Slack and replacing them with smarter AI-driven support. Why speed and clarity in communication directly improve closing ratios and client retention. About Chris Paradiso: Chris Paradiso is the Founder & Agency Owner of Paradiso Insurance and the driving force behind Paradiso Presents, recognized as a marketing and branding powerhouse in the insurance industry. Entrepreneurial Foundation Launched Paradiso Insurance that Chris and his team have built it into a thriving, multi-state firm—now with 80+ team members and a footprint in at least 37 states, with expansion plans continuing strong. Digital & Social Media Maverick Chris stands out in a traditionally slow-moving industry by mastering online marketing. He’s a dynamic speaker, educator, and author, teaching agents nationwide how to harness digital tools like social media, SEO, blogging, and analytics—not fluff, but real tactics that drive results. Coaching for Purpose & Freedom Through Paradiso Presents LLC, he empowers independent agencies to thrive amid industry upheaval— not just survive, but dominate. His offerings range from marketing roadmaps to leadership training, delivered with real-world examples and high impact. Award-Winning Visionary A winner of the Safeco and Liberty Mutual National Agent for the Future Award (2019), Chris’s Parcel Delivery Division is now the second largest in the country for FedEx independent contractor insurance, and rapidly growing with Amazon DSPs and LSPs. Forward-Focused Innovator Known as a digital pioneer, he’s pushing the edge with data-driven insights through work with Aureus Analytics, improving customer understanding and profitability for agencies everywhere. Heart-Driven Leader At his core, Chris is a family man who leads with passion. He operates on the principle that when you do what you love, “you’ll never work a day in your life   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com   If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

The fastest way to lose a prospect is friction, and Ray Huang is helping agents eliminate it for good. In this episode, I sit down with Ray, Head of Growth at Canopy Connect, to explore how their insurance data intake platform is helping over 12,000 agents collect complete, verified client information in seconds. Ray and I discuss why reducing the number of follow-ups, form fields, and back-and-forth emails is the key to winning more business faster. We dive into how Canopy Connect lets clients share policy details, dec pages, driver info, and even claims history directly from their carrier, streamlining the quoting process while building trust and professionalism. If your agency is still chasing down missing documents or rekeying data, you’re leaving time, revenue, and client satisfaction on the table. Highlights: How eliminating friction in your intake process leads to higher quote conversion and better client experience. Verified data direct from the carrier is more accurate, secure, and time-saving than manual entry. Ways to use Canopy Connect to shorten sales cycles and boost professionalism from the first interaction. How to implement smart automations that guide prospects and reduce drop-off during the quoting process. The real reasons prospects ghost agents—and how better intake removes barriers to trust. Actionable steps to increase revenue per lead by leveraging data instead of chasing it.   About Ray Huang: Ray Huang has helped dozens of startups and growth companies over his 20-year career develop strategies and implement tactics that yield high-impact business results. As the Head of Marketing for Canopy Connect, he’s grown the platform into the market-leading insurance intake platform for insurance agents and beyond. https://www.usecanopy.com/   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com   If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Diving into the crucial topic of why you MUST monitor your online presence. From branding essentials to cutting-edge tools, Mike shares invaluable tips to help you enhance your brand identity and consistency. He recommends Donald Miller’s book “Building A Story Brand” for mastering brand messaging and discusses the importance of social media engagement, content marketing, and robust email marketing strategies. This episode also highlights the importance of maintaining a stellar e-commerce platform and leveraging analytics for informed business decisions. We’ll explore the vital role of customer support, adaptability, and innovation, all aimed at impacting lives personally and professionally. Whether you’re looking to ramp up your recruiting efforts, improve your business success, or simply ensure your online presence is top-notch, this episode has you covered. So tune in and get ready to transform your online presence into a world-class operation. Highlights: Ensure all brand elements are uniform across platforms for a cohesive identity. Create engaging and relevant content to captivate your audience. Develop a unique selling proposition that clearly differentiates your brand. Maintain active and engaging profiles on key social media platforms. Respond promptly to customer reviews and feedback. Produce blogs, videos, and educational content to maintain visibility. Focus on personalized, value-driven messages and consistent newsletters. Ensure your e-commerce platform is reliable and user-friendly. Use tools like Google Analytics for informed decision-making. Guarantee responsive design, fast loading speeds, and effective CTAs. Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

The future isn’t coming—it’s already here, and it’s AI-first. In this powerful conversation with Erik Jensen, I uncover what it really takes to build an agency from the ground up with automation, bots, and agentic AI at the core. Erik, a seasoned executive leader and founder of InsureCor and Hatteras Insurance, brings over two decades of experience in operations, M&A, and technology strategy, making him one of the most forward-thinking voices in insurance tech today. Diving into how he’s reimagined every aspect of his operations by starting with AI first, building workflows where bots do the heavy lifting and humans step in only where truly needed. From native AI and robotic process automation (RPA) to team leadership and scalable tech stacks, this conversation is a masterclass in building an optimized, future-proof agency. If you’re ready to multiply your team’s capacity, increase revenue per employee, and truly operate with a growth mindset, this is the blueprint. Highlights: Understand the difference between native AI, agentic AI, and RPA—and how to use each strategically in your agency. Learn how starting with AI-first operations can increase revenue per employee to $400K–$600K or more. Discover why listening to your team is the critical first step to identifying what should be automated. Explore real-world examples of AI intake bots, quoting bots, and multi-layered automations working together. Learn how to create a “tech brain” hierarchy with multiple bots feeding into a central AI system. Get inspired by the agency-as-a-lab model that tests, learns, and adapts in real time to stay ahead of the curve.   About Erik P. Jensen: Erik P. Jensen is a tech-forward insurance strategist with over 20 years of experience across sales, operations, and executive leadership. As founder of Holistic Business Consultants, he leads a suite of interconnected companies transforming how independent insurance agencies grow, compete, and scale through technology. Erik is the creator of: InsurCore – A consulting and implementation firm focused exclusively on modernizing independent agencies. ZoInsure – A full-featured, customizable AMS/CRM built on Zoho One with native AI agents, workflow automation, and real-time insight tools. Hatteras Insurance – His own Florida-based agency, operating as a living case study for modern tech-enabled growth. IO – A lead gen platform using AI to qualify, route, and nurture leads automatically. He and his team have developed one of the industry’s most comprehensive and intelligent ecosystems, including a proprietary AI-enhanced knowledgebase with thousands of carrier profiles, SOPs, training scripts, and service workflows—powering both agency staff and automated AI agents. With voice-based learning tools and native AI support rolling out soon in ZoInsure, Erik continues to push the boundaries of what’s possible in the insurance space—helping independent agencies thrive without adding overhead. Websites: InsurCore ZoInsure IO Hatteras Insurance Holistic Business Consultants LinkedIn: linkedin.com/in/erikpjensen erik@insurcore.io   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

When trust becomes your agency’s fastest growth lever, the game changes—and Ryan Hanley is here to prove it. In this episode, I talk with Ryan about his journey from agency owner to tech innovator and how his new venture, Linqura, is transforming the way commercial insurance agencies build trust more efficiently. We dive into the rising importance of data privacy in AI tools, why most agents are still overwhelmed by fragmented tech stacks, and how Linqura is creating a secure, AI-powered solution that makes every agent a commercial expert, without needing to reinvent the wheel. Ryan shares how agency teams can reduce 15 tabs down to 3, win more business by identifying policy gaps, and finally give CSRs the time and space to upsell, cross-sell, and serve at a higher level. If you’re serious about operational excellence and lasting client relationships, this conversation is packed with insight. Highlights: Why agentic AI will reshape commercial insurance—and how it differs from traditional large language models. How to win more business by shifting your focus from speed-to-bind to speed-to-trust. A simple strategy to reduce systems from 15 to 3 and save hours on every submission. Ways to automate coverage gap analysis and use it to create better client conversations. The real reason CSRs don’t upsell—and how better tech can free them up to do so. How to ethically harness client data with privacy-first AI and still deliver unmatched insights. About Ryan Hanley: Ryan Hanley is the Chief Growth Officer of Linqura, the only agentic AI growth engine for commercial insurance profitability, and the founder of Finding Peak, a leadership coaching company. Ryan previously founded Rogue Risk, a first-of-its-kind digital commercial insurance agency, and held executive leadership positions across the technology, fitness, and insurance industries. In addition, Ryan is a sought-after keynote speaker on leadership, growth, and technology, bestselling author of Content Warfare, and producer of the Apple Top 20 podcast, The Ryan Hanley Show. https://ryanhanley.com/hanley/ https://lnk.to/ryanhanleyshow   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com   If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

When a speaker leaves an entire room buzzing, you know they’re onto something powerful—and that’s exactly what happened when Daniel Metcalf shared his insights at our Grand Mastermind. In this episode, I finally got him behind the mic to break down what’s really happening at the intersection of AI, cybersecurity, and independent insurance agency growth. Daniel, co-founder of CyberFin and a seasoned expert in both AI and security, shares how agencies can stop drowning in AI “features” and start extracting real business benefits. We explore how to build a protected, efficient agency tech stack with AI and automation at the core—freeing up your people, reducing risk, and ultimately driving profitability. Daniel also walks us through how to identify repetitive tasks ripe for automation, the right way to adopt AI tools without compromising data, and why building a custom AI “co-CEO” might be your smartest next move. Highlights: How to identify and automate the most time-consuming, repetitive agency tasks for maximum efficiency gains. Why “features fatigue” is real—and how to focus on AI tools that actually deliver measurable ROI. What agentic AI is, how it differs from bots, and how it’s quietly reshaping operations in forward-thinking agencies. The real risks of unsecured AI use in agencies and how to implement zero-trust, verifiable AI policies. How to reverse-engineer your agency’s structure by leading with AI, then layering in VAs and licensed experts. Why your first AI move should be building a custom GPT “co-CEO” to guide strategic decisions and save hours of thinking time.   About Daniel Metcalf: Daniel Metcalf, Co-founder & President of CyberFin. Daniel’s a Speaker & Cybersecurity Evangelist for the Insurance Industry on a mission to simplify cybersecurity for SMBs, and especially for Financial and Insurance Agencies. His mission and my passion is to protect entrepreneurs and agency owners from cyber-crimes & compliance fines. But my journey doesn’t stop there. With a rich background in marketing, tech, and e-commerce, Daniel’s worn multiple hats – from a visionary entrepreneur to a results-driven Chief Revenue Officer. His expertise in revenue operations for tech and e-commerce companies has consistently driven growth and innovation to all my endeavors. At his core, he’s a tech enthusiast with an entrepreneurial spirit, a Marketing Maverick with a Tech Twist, always eager to connect, collaborate, and create. Whether it’s pioneering cybersecurity solutions at CyberFin or strategizing revenue growth for tech ventures, Daniel thrives on challenges and the thrill of innovation. If you’re an entrepreneur, business owner, or just someone passionate about tech and innovation, let’s connect and explore synergies!   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Virtual Events: http://www.uppfaststart.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Sometimes, one sentence from someone you love can shape your destiny. In this special episode, I share the deeply personal story behind my new book, The Power of Three. Inspired by a message from my late father, this book is the product of decades of growth, reflection, and a mission to help others live with purpose. I walk you through the heart of the book—how discovering your top three personal talents or superpowers can unlock greater impact, profit, and fulfillment. Whether you’re leading a team or seeking your next breakthrough, this episode is your invitation to find and unleash the power already inside you. Highlights: How to uncover your top three personal strengths and use them to unlock massive impact and fulfillment. The role legacy and leadership play in building a life that outlives you—and how to start living that mission today. Practical frameworks from the book to help you lead your team better, set goals that matter, and achieve lasting success. The power of personal routine and accountability systems that help turn your gifts into consistent action. Why “you get to do it” is more powerful than “you have to do it”—and how this simple mindset shift transforms everything. How real agency leaders are thriving by aligning their roles with their true talents—and how you can do the same. Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Virtual Events: http://www.uppfaststart.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Twenty years ago, I was figuring out how to go paperless, and today, technology is revolutionizing our industry—but too many agencies are still stuck in the past. My guest, Rob Bowen, founder of Patriotic Insurance Group, has embraced automation, bots, and AI to eliminate manual work, improve efficiency, and free his team to focus on what really matters. In this episode, we break down why most agencies struggle with tech (hint: messy data), how automation isn’t about replacing people but enabling them, and why no decision is a decision—if you’re not moving forward, you’re choosing to fall behind. Rob shares practical steps to clean up your data, implement automation without overwhelm, and shift your mindset so you can future-proof your agency. Highlights: Avoiding automation and AI won’t keep your agency safe—it will leave you behind. Adapting to new technology is essential to staying competitive. Automation is only as good as the data it runs on. If your AMS or CRM is a mess, AI will only make things worse. Clean, accurate data is key. Empower your team to think and act, not just follow orders. This creates a stronger, more efficient workforce and reduces micromanagement. Let technology handle repetitive tasks so your team can focus on clients and strategy. Automation is a tool, not a threat. Stop wasting time collecting basic info manually. Use tools like Canopy Connect and JotForms to speed up the process and reduce errors. Don’t get overwhelmed. Identify your biggest inefficiencies, automate one process at a time, and refine as you go. About Rob Bowen: Rob Bowen is the proud owner of Patriotic Insurance Group, a seasoned veteran, and a cornerstone of his community. With a wealth of experience spanning a decade in the insurance sector, Rob is dedicated to delivering tailored solutions that protect his clients’ interests. Having served his country with honor, Rob brings a disciplined approach and strong values to his work. His military background instilled in him a deep sense of responsibility and a commitment to service, which he translates into ensuring his clients receive top-notch insurance coverage and personalized attention. Outside of his professional endeavors, Rob is actively involved in community initiatives. He volunteers his time and resources to support local causes and organizations, demonstrating his passion for making a positive impact on the lives of those around him. As the founder of Patriotic Insurance Group, Rob combines his expertise in insurance with his community-minded approach to provide trustworthy and reliable service. His dedication to excellence and genuine care for his clients make him a respected figure in both the insurance industry and his local community. With the acquisition of Burkhard-Evans in Inlet NY he has expanded the ability to serve clients all over NY state and surrounding states. Instagram Patriotic Insurance Group – Personal and Business Insurance   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Virtual Events: http://www.uppfaststart.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Success in the independent insurance business isn’t about luck but preparation. In this episode, I take you back to 1998, when I started my agency from scratch. Long hours, early mornings, and sacrifices were the norm, but one defining moment made me realize that preparation isn’t just about work but balance, vision, and showing up where it matters most. I’ll share the hard-earned lessons that separate top performers from the rest and how you can apply them to grow a thriving business without losing sight of what’s important. Let’s dive in! Highlights: Success isn’t built on big wins alone; it comes from the small, consistent habits you commit to every day. The work you put in before others even start their day gives you a competitive edge and sets the tone for long-term success. Staying focused, resilient, and intentional in your approach will determine how far you go in business and life. No level of success is worth it if you’re not showing up for the people who matter most in your life. Hard work is necessary, but failing to balance business and personal priorities can create challenges that are difficult to fix later. Study the habits, strategies, and mindsets of top performers, and apply what works to accelerate your own growth. Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Virtual Events: http://www.uppfaststart.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Automation can be a game-changer—or a nightmare—if not done right. In this episode, I chat with Austin Moorhead, founder of Lava Automation, a firm specializing in marketing automation and streamlined client acquisition. Austin has helped countless businesses remove bottlenecks in their sales processes, allowing them to grow without being buried in manual tasks. We dive into the critical concept of “get your front door open”—both literally and digitally—so they take action. He shares how businesses can effectively use automation, VAs, and smart systems to attract and convert ideal clients without wasting time on repetitive work. We also break down common automation pitfalls, how to avoid them, and the best strategies for creating a seamless customer journey. If you’re looking to scale smarter, increase efficiency, and make automation work for your business, this conversation is packed with actionable takeaways. Highlights: How inefficient workflows drain time and money, and why automation is the key to sustainable business growth. A surprising percentage of potential clients slip through the cracks due to slow or inconsistent follow-up strategies. AI-powered tools are transforming client acquisition and reducing workload for small business owners. Tips for finding the right VAs, setting expectations, and ensuring they integrate seamlessly into business operations. Understanding when and how to reach potential customers can significantly boost conversions and long-term relationships. errors businesses make when implementing automation and how to fix them before they cost you clients. Strategies for keeping interactions authentic while leveraging technology. A look at the future of automation, including emerging trends that will shape how businesses attract and retain clients.   About Austin Moorhead: Austin Moorhead was a former State Farm agent that saw the light and Co-Founded ANR Insurance, an independent insurance agency.  During the transition from the captive world to the independent channel, he noticed a huge need for something he had become super proficient in… AUTOMATION! Then Conversion Kings was born.  Austin saw massive growth in helping agents with automation, however, he also identified the need for someone to assist in running the automation that had been implemented.  Austin then founded Lava Automation.  Lava Automation provides virtual assistant services and business automation solutions to help companies streamline operations and reduce costs. Their skilled professionals specialize in automating routine tasks, enabling businesses to enhance efficiency and productivity. https://www.lavaautomation.com/ info@lavaautomation.com Phone:  503-966-2319   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Virtual Events: http://www.uppfaststart.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Ever wondered how top-performing insurance agencies attract and retain the best talent? Laura Hicks dives deep into the secrets of building unstoppable teams in our latest episode! Laura, a renowned trainer, speaker, business consultant, and author of The Blue Circles. Together, we explore the crucial components that contribute to building high-performing agency teams within the independent insurance industry. Laura shares her expertise on the indispensable steps of recruiting, motivating, and retaining top-tier talent, highlighting the critical role of personality profiling and leadership assessments in ensuring a seamless fit within your agency. We discuss how to tailor job ads effectively to resonate with today’s market demands and uncover the nuances of leadership skills that can elevate your team’s performance. With actionable strategies and in-depth analysis, this episode is designed to arm agency owners and leaders with the knowledge needed to cultivate a robust and thriving team culture. Tune in and discover how you can transform your agency environment for unparalleled success. Highlights: Understanding personality profiles to find the right fit for your agency roles. Identifying critical hiring challenges including finding the right person, team motivation, and retention strategies. Creating job ads that attract suitable candidates by highlighting your agency’s strengths and culture. Utilizing specific assessment tools to evaluate candidates’ sales skills and fit for sales roles. Recognizing different motivators among team members to effectively lead and engage them. Exploring leadership competencies critical for agency leaders to improve team performance. Tailoring job descriptions for specific roles to attract the most qualified candidates. Matching behavioral styles with job requirements to ensure the right person for the right job. Identifying and managing team members who exhibit a victim mentality to maintain a productive work environment. About Laura Hicks: Laura is a trainer, speaker, business consultant and author of The Blue Circles, which is a book about building relationships. Prior to starting her own business, she spent 21 years working in Corporate America in Sales, Marketing and HR, Pacific Bell. Since opening her business in 2004, Laura helps business professionals: Create/tweak ads to attract the right people to apply for your advertised position. Has guidelines for the phone call and the in-person interviews or will do it for you. Offers several different online assessments including behavioral styles, core values, critical thinking, sales skills and leadership. Helps you determine if you have the right people in the right seats or not. Works with you on team member conflicts and how to avoid or fix them. Leads workshops in person or via Zoom on the topics above. Laura has spoken at over 1000 events and led over 1000 of her workshops. She has been a member of ProVisors and the Group Leader for the South Bay Women’s Affinity Group since 2013. Laura has 3 certificates in her field: Advanced Certified Practitioner (ACP) Certified Professional Behavioral Styles (CPBA) Certified Professional Motivational Analyst (CPMA) Simply stated… she has spent a lot of time and money getting certified in many different types of assessments and has trained thousands of people. When Laura is not working, she loves listening to smooth jazz, watching the NFL, the sun, boating, floating, going to the beach and Disneyland.   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Virtual Events: http://www.uppfaststart.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!