Insurance, You Indemnify Me

On this week's episode of Insurance, You Indemnify Me, we are honored to introduce Ray Huang. Ray is the Sr. Director of Marketing for Canopy Connect, which is becoming one of the most popular tools used by insurance agents today. Canopy is famous for easing the process of collecting client information and dec pages, but in this episode, we dive deep into everything that Canopy Connect can do for an agent. This is an episode you will not want to miss! Sign up for Canopy Connect at https://usecanopy.com/agencies14-day trial and $50 off your first month when you use discount code at checkout: indemnifyme (expires June 30, 2024)Time Stamps: 3:00 - Who are you, Ray? 8:27 - I love your creative marketing at Canopy Connect, Can you tell me about that? 12:00 - Canopy Connect collects declaration pages, but what is everything it can do? 16:30 - Many agents think of Canopy as a PL product,  but you're saying it is for all lines of insurance? 17:50 - What percent of clients actually use this link?/What do you say to an agent who says I don't struggle to get my client's information without Canopy?29:52 - Once a client fills out the link does it automatically prefill their information in my comparative rater?31:45 - Can I send client info to Carrier raters?32:42 - What does the development roadmap look like? 34:35 - Can you describe the golden user of Canopy Connect and how they use it? 37:45 - Is anyone using APIs with Canopy? 41:20 - What makes Canopy better than the competition? 45:50 - It's very affordable, can you expand on the cost of Canopy? 52:30 - I constantly hear that Canopy is the bee's knees, thank you for your time! Honorable mentions: Guitar CenterCasey Armstrong, Senior Account Executive Canopy ConnectCanopy Connect Hawaiian shirtsHawksoft 2024 HUG National ConferenceSan DiegoBMWChris Long, Longevity InsuranceHawksoftSalesforceHertzBudget

This week's guest on the podcast is Tom Quintrell. Tom is the founder and owner of QIG (Quintrell Insurance Group) based in Oak Grove, Missouri. He is a lifelong insurance professional who has cultivated a rewarding multi-generational career in the industry. Tom understands the invaluable role agents play in their clients' lives and enhances the sense of security for his clients. Join us to glean insights from an experienced agent!Timestamps:1:00 - You're from Kansas City? 4:30 - Who are you? 8:05 - I asked about the downsides of being an independent agency owner. 12:15 - Do your due diligence when picking a partner. 15:40 - Was Dad mad when you left Allstate? 24:40 - Is your son as gregarious as you are? 28:15 - Funnies story in insurance? 37:00 - This is Agent Smith with the FBI. 49:05 - What don't carriers understand about agents? 53:20 - Who are your mentors or personal board of directors?56:22 - How do you manage your time? 59:25 - What mistakes have you made along the way? 1:04:35 - One of our superpowers is just being authentic.1:09:05 - Favorite carrier? 1:10:12 What would you tell younger Tom?Honorable Mentions:QIG (Quintrell Insurance Group)Kansas City CheifsBroncosTayor SwiftPatrick Mahomes Robert ClingerAllstateAgent of the Year(Allstate)FarmersMet LifeMerrill AgencyFBIMontana TravelersNational General

Kaleigha Moore Cramer is the founder and owner of 212 Insurance Group in Arab, Alabama. Kaleigha discovered her talent for sales while in college, and in short order brought her skills to the insurance industry. Since then she has accumulated more than 11 years of experience and has opened an agency that has become an important staple within her community. Kaleigha understands how to take her personal experiences and turn them into selling opportunities. She connects with her community on a grassroots level and uses her knowledge and personal experience to connect with her clients and become more than just a salesperson to them. You will not want to miss this episode, it is chalked full of advice on how to organically find your clients and niches.  Time Stamps: 0:15 - Who is Kaleigha Cramer?3:00 - We are here to help people. 5:10 - How do you go from cell phone sales to insurance?12:45 - How long were you at Allstate?13:00 - This is the Broadway episode! 15:00 - Career path to independence? 17:00 - I learned what I wanted to do as an agent, but also what I didn't want to do. 19:39 - So you found independence through Insurance Soup? 21:40 - What has been the most difficult part of starting your independent agency? 25:30 - Utilize your carrier reps to understand your carrier's appetite and vet your client for legacy policies.27:40 - I am a field underwriter. 29:30 - Who is Ezra and what's the story behind the mullet?  33:15 - Mentors in the industry?37:24 - What do you think carriers don't understand about agency owners? 41:50 - What is the funniest insurance story you have? 46:41 - How do you manage your time?55:00 - What are your niches? 59:10 - What mistakes have you made? 1:05:50 - What is your favorite musical? 1:10:45 - What advice would you give to your younger self? Honorable Mentions: David CrothersRon WadleyAmanda MintersInsurance SoupMatt GenovaCharles McDadeJeffery Seidel SafecoTaylor DobbieShake the HateGalinda BakerMalia RodgersTarren MooreJack JamisonScott HowellBradley FlowersRon WadleyMichael McCormickPaul DaughertyTara VarnerBlake NorwoodMaciel (PGI agent in CA)

In this week’s episode of “Insurance, You Indemnify Me,” we have super-agent John Flores! John is the owner of TBI Insurance. Before opening his agency, he held numerous positions with Farmers Insurance where he learned the industry on both the carrier and agency side and trained agents on his success. Before making his way to PGI he managed an independent insurance agency aggregator in Colorado. He has a unique perspective of the industry and shares a ton of valuable information in this episode.Time Stamps:0:45 - Who is John Flores?2:50 - When did insurance become a part of your life? 7:10 - What was your pitch as a recruiter? 11:50 - You can't discount anybody. 16:00 - How long were you with Farmers? 17:00 - Carriers don't understand the day-to-day of the agent. 20:15 - After Farmers where did you go? 21:55 - As a recruiter, did you buy into the pitch that captive was better than independent? 25:40 - Are insurance agents salespeople or are they field underwriters? 30:45 - Is a life insurance more of a sales pitch or an info session? 31:25 - Does your agency have a responsibility for profitability or is it on the carriers? 36:00 - Funniest story in insurance? 40:45 - What do you think carriers think about independent agents? 45:20 - What do carriers think about agents, but they are wrong? 50:00 - What is your tech stack? 56:00 - Who's your favorite carrier and why? 1:02:00 - How has your day-to-day changed in this hard market?1:08:50 - Is the client always right? 1:13:38 - Coolest agent you know? 1:17:00 - Advice you'd give your younger self. Honorable Mentions: Mesa, ArizonaHawaii Farmers InsuranceDave GouldJameson StoroshuckWe Bought a ZooEzLynxJack JamesonLittle CeasersCanopy ConnectSafeCoJeff Holtman

In this week's very special episode of Insurance, You Indemnify Me, we welcome, the recently promoted EVP of Liberty Mutual Chief Distribution and Marketing Officer, Tyler Asher. Tyler's most recent role before his promotion was President of Independent Agent Distribution with oversight of Safeco, Liberty Mutual (Small Commercial), and State Auto Brands. Hang on for this fast 30-minute conversation as we get to know Tyler more personally, take a deep dive into the current state of the insurance market, explore its drivers, when it might end, and what winning agents are doing to adapt, with one of the brightest minds in our industry. We say this all the time, BUT this episode is one that YOU CANNOT MISS!

The guest on this next episode has an incredible message! We first met Cristos Provistalis when he presented to a group of 50 agents and brought the house down with his messages of customer service, situational awareness, what we sell, and so many more messages. Christos worked for the world-class Walt Disney organization for years, learning the best class of customer service, and he brought back all he learned to help run his family's generational restaurant business. Now, he travels the nation speaking to companies in every industry, You can bet his message will relate to you no matter your profession!  I would encourage you to watch and see if this up-and-coming speaker in our industry has any relatable stories he learned working for a company that is possibly known for being the best at customer service.Timestamps: 2:00 - Who is Christos? 7:00 - I was lucky enough to meet Chris Paradiso. 9:30 - My wife gave me full support to create my class. 11:20 - "One person can really change your trajectory."13:45 - "You're an average of the 5 people you hang out with the most."15:45 - You have to know what you sell, and it's not the product! 22:00 - We had a Big Fat Greek Wedding Reception!23:20 - What have you learned about the Insurance agency?26:00 - It's an incredible time for opportunity. 30:00 - Give me a rundown of your class. 33:00 - "We are all in the customer perception business."38:15 - Best customer experience you got from your most recent stay at Disney. 49:00 - How does one business differentiate itself from other businesses like it? 1:00:50 - How does Walt Disney make those magic moments. 1:08:15 - What would you tell 22-year-old Christos?1:16:40 - Your message is so much more than just customer service. Honorable Mentions: Connecticut Chris Paradiso Chris Paradise Mastermind ClassWalt DisneyGreeceGolden GirlsNatalie Walker Hartford, Connecticut.Merrill Insurance AgencyBrett MerrillSoup LiveMike Stromsoe

In this week's episode of Insurance, You Indemnify Me, we have Chris Long as our guest. Chris is the owner of Longevity Insurance, one of PGI's biggest agencies to date. Like many independent agents, Chris was originally a captive agent. Come hear his story of why he made the switch ten years ago, and how in the past ten years he has made his agency one of the strongest at PGI! Time Stamps: 1:00 - I was the first agent you signed to PGI I believe. 2:45 - Who is Chris Long? 5:30 - I Just had a baby! 9:00 -  What was the catalyst that made you move from Farmers to Independent? 12:15 - What would you tell a captive agent debating making a switch? 16:00 - What happened when you went independent? 20:00 - If mortgage lender leads have been slow, how have you adapted? 22:15 - Who works at your agency? Processes? Everything? 30:00 - What's the funniest story in insurance? 33:40 - Whose the coolest guy you know in the insurance agency? 36:12 - What makes insurance foxy to you?37:50 - Thoughts on this hard market? 44:00 - Canopy Connect? 50:00 - What other technology do you use? 51:30 - I want to go back to the hard market. 55:00 - What are you and other winning agents doing to win today? 1:00:15 - What is the magic sauce of Longevity? 1:05:15 - Favorite carrier and why?1:09:15 - What do carriers need to know? 1:10:40 - What is the equation between rate and other factors? 1:15:10 - What would you tell young Chris? Honorable Mentions:University of ArizonaFarmersJosh MartinPaul DohertyWe WorkNew England PatriotsDenver BroncosTravelersCanopy connectEzLynxInsurance CommissionerSafeco

Andy Mathisen is the Co-founder of GloveBox. GloveBox is a centralized mobile and web application allowing insurance policyholders to access their policy documents, pay a bill, initiate a claim and so much more regardless of which carrier their policies are written with. The goal of GloveBox is to enhance the customer experience for the insurance client while reducing service costs and increasing overhead for both agencies and carriers.Before Starting GloveBox, Andy worked for a large agency, as a VP, Director of Marketing, and Director of Sales. He has plenty of experience on not only the agency side but now the technical side of the insurance world. This episode is jam-packed with valuable information. Time stamps:0:30 - Who is Andy Mathisen?5:00 - There are kids trying to get into insurance now. 6:50 - Agency life or tech life? Which is better?10:30 - Who's Better with the ladies? You or your brother?11:50 - Best Practice an agent can use in their agency? 13:50 - What is Glove Box?19:40 - How did two successful agency guys become tech guys? 27:00 - How did you get huge Mortgage Brokers to give you leads?35:00 - What makes Glove Box better than the others? 38:45 - Who are some agents who are absolutely killing it? Why are they killing it?44:30 - Winning tech companies are doing what? 47:30 - What's the funniest insurance story you have?55:40 - One City World Tour, What is it? 1:02:30 - Rapid fire questions! 1:07:40 - Andy has a question for Shawn!Honorable Mentions:Highlands Ranch Highschool FalconsDenver BroncosUniversity of KansasKansas CityLawrence, KS. Glove BoxMinionsElfHome Alone 2Christmas VacationInsurance agent appVertaforeInsurelinkUrban YoungPatrick McBrideCJ HuntsenpillerAaron GordonChad MaxeyBradley FlowersThe OfficeParks and RecreationScott Howell

Terren Moore was raised in the piney woods of East Texas in Winona with a supportive family who stood by his side in all his ventures - music, sports, or starting his first farm. Terren attended Tyler Junior College on a band scholarship and transferred to Tarleton State University where he earned his bachelor's degree in agricultural services and development.Following college, he worked for Texas Farm Bureau Insurance and started his own insurance agency, Moore Farms & Insurance, with the mission to "Feed & Protect." He is the president of the Greenville Kiwanis Club and a member of the Chamber of Commerce. Beyond his career, Terren enjoys playing drums and piano for churches in the area and is grateful to see many sides of life.Timestamps:0:52 - Who is Tarren Moore?5:00 - How do farming and insurance come together?7:12 - How did you become a piano player?8:55 - How did you become a Justin Boots model? 11:00 - I met Chris Paradiso at Soup Live.15:50 - When did you get into insurance?19:50 - How did you hear about PGI?22:40 - What's your favorite produce to grow? 23:40 - What's the most recent process you've implemented in your agency. 25:20 - "If Uncle Ron does it, I'm doing it!"25:50 - Tech in your agency?31:15 - What advice would you give younger Tarren? Honorable Mentions:Greenville, Texas. Chris ParadisoMike StromsoeTarleton State UniversityTexas A&M UniversityFriscoFarmers Bureau Charles McDade "Chuck"Soup LiveAgency ElephantMatt HahnEzLynx

This episode's guest is Jack Jameson, owner of JWR Insurance, an insurance celebrity who has recently been reborn into the world of independent agency ownership. He's saving folks so much on the P&C side he is freeing up and finding the budget to get the Life and Health All day long. Jack is Farmers famous, before becoming independent he spent 20 years with farmers! As one of their top producers of life insurance, Jack was sent across the country to spread his knowledge with fellow agents. While most have to travel to expensive conferences to listen to Jack, we brought him to the show for you! Jack is a SERIOUS life guy and everyone should listen to this specific show with a pen and paper in hand, it's that good!If you don't have time for the full episode here are time stamps. Time Stamps:0:40 - Jack Background10:05 - I grew up dirt poor11:00 - So literally every Farmers agent has seen you at least once?12:17 - “My Goal when I am on the main stage is to give the audience the want to, to sell life”13:03 - “My Goal when I speak is to offend half the audience and Inspire the other half”13:36-  “Most of the audience is P&C agents, how does a P&C agent make that transition?” “We are taught to go through the garage”14:39 - “You don’t have to be a millionaire to be sued like one” – Umbrella Line19:45 - “Tell me the best story you have in your entire career of Indemnification”            Gold for the next ten minutes.21:35 - Bad things happen to good people24:25 - “You are not a real-life insurance agent until you deliver your first death check”30:10 - ‘My DM was old School, the reason I started a review program was to fix all my mistakes33:33 - “Are you sharing that story with your client?”35:34 - “To be a top writer, you must be a combination of two things bold and sincere”38:35 - #1 objection to selling is, “I don’t want to make someone feel uncomfortable”….Thrown Metaphorical grenades in the room and said see you later, how are you going to deal with that.43:45 - “Nobody’s going to make an independent agent do anything”47:20 - “Let's talk about going Independent, what made you want to switch?57:18 - Is the DM Job a dreamy job, that’s my question?1:01:15 - “You should be going to the office every day doing what you want to do, not what you have to do”1:02:00 - I would not be sitting here today if Farmers had not given me a chance 20 years ago”1:03:45 - ‘The Soup Live event opened my eyes actually it was my uber ride with Shawn’1:14:00 - “Right policy, right client, right reasons”1:24:50 - “If you suspect your neighbor is cooking crack, Call Jack”Honorable Mentions:LSUFarmersDFWLouisianaSoup LiveDistrict ManagersCasper, WyMinneapolis, MNLife DevelopmentFort Collins, COJack’s to live crew facebook groupAchievement clubsFarm BureauBen RederTaylor DobbieTroy KorsgadenDaniel SeongChris ParadisoJared SeylRick NewbyDavid Sewell Kris Pacey

Matt Genova grew up in western Massachusetts. He attended Colorado University before holding different positions in a variety of industries. Matt eventually made his way to becoming the Director of Commercial Lines for Premier Group Insurance. While CL can be daunting for many agents, once agents get introduced and find a footing, few ever turn back. CL Is lucrative, time efficient, and all-around rewarding. So come learn a thing or two from the CL expert himself. If you don't have time to enjoy the entire episode. here are timestamps for your convenience:1:40 - Who is Matt Genova?6:05 - What is the first thing an agent new to CL should know? 11:30 - Pick niches and go after niches. 24:30 - Agents think CL is complex and takes too long, What would you say to that? 28:40 - How can you tell a good commercial at-bat? 31:30 - The pros and cons of the multi-rater system.35:40 - Can you speak to the quoting process and time involved? 42:00 - What should agents understand about carrier capacity? 51:55 - What advice would you give an agent who is nervous about writing CL? 57:00 - The role excess and surplus lines play in commercial lines. 1:06:45 - Can you allocate some of your time to CL?Honorable Mentions:BostonMassColorado UniversityBreckenridgeChris ParadisoLas VegasTarmika Bold Penguin Multi-raterLiberty MutualTravelers

Charles McDade is the owner of McDade Insurance Brokerage Group LLC, in Houston, Texas. Before joining PGI he sharpened his insurance ax with State Farm and Liberty Mutual. In March 2020 Charles started his independent agency with PGI, and despite the curveball of covid, Charles has absolutely thrived in his new IA world. The focus of building an Independent Brokerage was simple, McDade Insurance Brokerage Group, LLC would be “Insurance Driven to Serve”.Charles' self-monikers are "PGI's 3rd funniest agent," or "The Denny's of insurance agents." No matter what title Mr. McDade is embarking on himself at the current moment, you certainly won't want to miss his hilarity in this episode. If you don't have time for the whole episode, here are some conversation timestamps. Timestamps: 1:10 - How much business do you get from the content you post on social? 3:00 - I started in 2010 as a captive agent.10:15 - Who is Charles Mcdade?12:25 - Do you think football prepared you for being an agent? 17:55 - How do you find talent in your agency? 18:45 - Harry Styles is so hot right now!27:00 - Best Presenters from Soup Live Event?29:35 - Just really great advice for life from Charles!41:50 - How are you educating clients on what's happening in insurance today? 51:00 - Are you good at social media, or are you just good at creating content? 58:30 - How did Liberty Mutual prepare you as an agent?1:02:30 - Funniest Insurance story ever?1:07:30 - Favorite carriers?1:13:00 - Tech stack?1:18:00 - What would you tell younger Charles? Honorable Mentions: HoustonPaylocity TexasSoup LiveFacebookBardominuimHurricane IkeState FarmLiberty MutualSpencer LangthornHarry StylesCortlyn VacekChris Paradiso“Be the Last Agent Standing”Malia RodgersRon WadleyBrian BlairJack JamisonCasi AkinsLiberty MutualOpenlySafecoCJ HutsenpillerMatt HahnCanopy

Loretta Dominguez is a passionate business owner of Bundle Bee Insurance of El Paso, Texas. Have you ever heard a cuter name than Bundle Bee Insurance? She provides a charismatic and diligent approach to providing personalized solutions. Before joining PGI as an independent agent 3 years ago, she ran a Farmers Championship agency for over 30 years. In addition to her successful agencies, she also owns and operates Mosquito Vector services provided in both El Paso, TX, and Tampa, FL. Loretta is as savvy a business mind as they come. So don't miss out on this info-packed episode!If you don't have time to listen to the whole episode here are timestamps:1:00 - How did you come across such a cute name for your agency? 4:40 - Who is Loretta?16:30 - Road to bundle bee.27:30 - What do you do on social media that's so special?29:00 - Hill Billy Scavenger Hunt.42:45 - Best insurance stories? (Eddy Van Halen could've been an insurance agent!)54:33 - Rep pushing too hard.104:30 - Proactive vs Reactive on renewals.1:09:00 - What would you tell your younger self? Honorable Mentions:Daniel SoungAaron GordonTikTokBundle BeeGet your Buzz onFarmers4 staff nowVirtual staffBrian BrockmanDigital MarketingVictoria DominguezTravelersJack JamisonLine new home buyers up with a lawyer to do a living will andPodiumBrian Blair Matt HahnAgency Elephant

Ron Wadley is nothing short of a Famous agent. To many, he is known as Uncle Ron! He was an actuary before he started in Insurance and went to farmers before going Independent!  Nine years in and he is well known as a Marketing Guru. Agents from all over the industry sit at his feet to listen to him and learn from him. In this show, he gets into what he does, in detail, in his agency. How he does it. We disagree on some significant fronts and it gets a little confrontational at points. We get into how he markets and remarkets, his tech stack, his processes, how he educates clients, his funniest stories, his most meaningful stories, and his favorite carrier. Folks, you can’t miss this show. If you need to jump to specific time stamps look below for those and check out the list of honorable mentions! Also, Shawn finally figured out how to share the funniest story in his 20-year career!  Timestamps: 1:00 - Who is Ron Wadley? 4:50 - How did you become a marketer? 17:30 - Do you fill your pipeline strictly through digital marketing? 21:20 -  How would you describe the difference /between independent and captive worlds?  25:00 - Best speakers from Insurance Soup Live?29:00 - Magical trick for digital marketing? 33:50 - Funniest story in insurance? 40:40 - Most meaningful insurance story?44:40 - How do you provide options to your clients? 45:35 - How do you educate the client? 47:30 - Who is on your personal board of directors? 53:50 - It was called Insurance Stew Once Upon a Time?56:45 - Favorite Carrier, why? 1:09:00 - Reactive or proactive in reaching out to renewals? 1:14:10 - Agency Tech Stack. 1:20:30 - What would you tell younger Ron. Honorable Mentions: Baylor University Waco, TX. TransAmerica Fort WorthBank One TowerFarmers Taylor DobbieMike McCormickInsurance SoupDavid CrouthersJack JamesonBradley FlowersGermaniaEZLynxBrian BlairHubspotDavid CarothersTroy KorsgadenCJ HutsenpillerMalia Rodgers

In this week's episode of Insurance, You Indemnify Me, we have brilliant insurance professional Chad Maxey. Chad Maxey is the owner of Atlas Insurance Services, a PGI agency. After opening his agency, Chad packed up his family and moved into a giant mobile camper. As a new business owner, Chad is able to run his agency from literally anywhere he chooses. He defines freedom, come hear his story! If you don't have time for the whole episode, here are some important timestamps: 1:25 - Who is Chad Maxey?11:00 - Do you place business with ease of carrier?12:00 - What was insurance like when you started?15:25 - Funniest insurance story?27:30 - Do you like conferences? 29:30 - What makes insurance foxy to you? 33:00 -  Educate on underinsurance?38:30 - How do you fire a client?59:00 - Where do you draw the line in the sand for renewal increases?1:05:00 - Advice for new insurance professionals?Honorable Mentions: Rusty BucketSteve MartinBradley CooperPatrick BallardLindsey MaxeyBoulderSoup LiveJason CassGloveboxThe Insurance GuysTrenny DillonRyan MathisonAndy MathisonSean MullanOlivia Heir Scott HowellCharles McDadeLance HoltmanBrian BlairAgency ZoomAgency Elephant

Cassandra Hayne is originally from Southern California and moved to Pensacola Florida when she was twelve. She attended college in Gainesville at the University of Florida. She has been with PGI for 6 years where her roles and responsibilities have grown and shaped alongside her own personal growth. She has a wealth of knowledge on our industry so come soak some of it up! There are a lot of name drops in this episode, you never know who is going to be mentioned. 0:20 - I'm from Olympia, Washington. 3:00 - Who is Cassie?6:45 - How did you blossom your insurance knowledge? 11:15 - Who are the mentors who inspired you in your career?16:45 - Finding the why behind the reasons I do things is very important to me.20:20 - I joined a Women in insurance group call. 23:30 - Liberty Mutual recently did a study on women in insurance.27:00 - Any more mentors? 39:45 - How can we fix the compensation disparity 43:15 - Funniest insurance story ever?53:30 - What makes insurance foxy to you?55:20 - Can insurance change the world? 1:02:15 - tell us about the new LMS you are building for PGI agents1:07:45 - 5 pillars rapid-fire questions. 1:20:30 - What advice would you give to a young insurance professional?Honorable Mentions: Olympia, Washington. Mount Rainer Tacoma University of UtahUniversity of FlordiaDenver Back to the FutureGhost BustersMeg MckeenKateInsurance NerdsSlack LinkedInWomen in InsuranceLiberty MutualTyler Asher President of Safecoagentsforthefuture.comTrenny Dillon(Trenny the trainer)Bound and Determined(Women in Insurance Podcast by Meg Mckeen)Elisa Stampf CEO of Insure EqualityKim Beach Insure WomenCarey Anne Nadeau founder of LOOP insuranceChick Fil ALisa BeigeMike McCormick Taylor Dobbie Insurance SoupKemper

In this week's episode of Insurance, You indemnify Me, Shawn Michael Walker sits down with Brian Blair and Matt Hahn, the founders of Agency Elephant. Agency Elephant is self-described as the most complete communication and marketing platform in the insurance industry. Brian and Matt can cater to agents' needs as they are both Captive insurance agents themselves. They understand the pain points of an agency and they have created a platform that mitigates those speedbumps.  This is also the first time in this podcast's history that we will be joined by captive insurance agents. We all play the same game, but by a different set of rules, this episode proves excellent insight on the key differences between the captive and independent worlds of insurance. 1:15 - When did you become a bearded man? 3:30 - how did you become tech guys? 6:44 - We start talking about Automation. 11:30 - What percent of agencies don’t have processes in place? 19:00 - I know the problems agents have, and how to fix them. 21:40 - Captive Life in Detail.22:15 – Do you want to see what it’s like to be a captive agent? 30:19 - Myths about IA vs Captive, things we hear about each other. 32:00 - How captives handle renewals. 33:00 - Setting expectations with clients. 36:00 - It's like having bad kids/ $100 an hr vs $10 an hr 40:00 - Some good and bad about being captive. 42:00 – Thoughts on Farmers buying Met Life? 53:50 – What makes Agency Elephant the best CRM?1:03:00 – The ability to run my agency on an hour and a half a day came from hard work. 1:07:00 - A great story about agency Automation. 1:11:00 – How do you fill your pipeline? 1:18:00 - Activity breeds Activity   1:19:00 - Lead Generation vs Lead determination.1:24:00 - The major components of the appropriate tech stack1:26:30 – Know what you’re good at.

Jeff Holtman is a Colorado Native who graduated with a Business Marketing degree from the University of Northern Colorado. Holtman was introduced to the insurance world when he went to work for his brother's captive agency, eventually taking over and running it successfully for 14 years. After his time as a captive agent, he partnered with Premier Group Insurance to start his independent insurance agency. After only two years, his independent agency is already half the size of his 23-year-old captive agency!Time Stamps:0:35 Who is Jeff Holtman?2:40 I went to Northern Colorado for college. 5:55 So when did you decide insurance was going to be your thing? 9:30 After college, I fell in love with the financial world and got a job with Charles Shwab. 12:00 When did you make the switch to insurance? 16:24 How was captive agency ownership? 23:00 My best year in captivity made me realize I needed to go independent. 27:00 How much freedom did you have as a captive agent? 35:00 So you just hit an awesome milestone? 41:00 So you do Jui-Jitsu? 46:45 Funny insurance stories? 52:00 Craziest claims? 55:00 What makes a killer agent? 1:04:00 What do captive agents believe about independent agents that is false?1:09:00 How do you fill your pipeline?1:16:30 When do you contact a policyholder about a rate increase? 1:22:20 What don't carriers understand about agency owner life? 1:24:15 What advice do you have for people new to insurance?Honorable Mentions: University of Northern ColoradoShannon HoltmanDallasJui-JitsuMessenger Starburst PepsiCaptive agentsCaptive carriersProgressive

This week's guest of Insurance, You Indemnify Me, is Ryan Mathisen, the Co-Founder of GloveBox. GloveBox is an insurance tech company that focuses on providing clients an easier way to service their policies through an online or app interface. Before starting GloveBox, Ryan worked at a large agency known for its remarkable reputation for building relationships with mortgage brokers. Come join in on the conversation and learn from Ryan's relationship-building techniques, as well as his vision for the future of client interface. If you want to skip ahead in the conversation, here are the major discussion points: 0:30 One day, I will rollerblade to work. 2:22 Who is Ryan Mathisen?5:25 How did you become an insurtech guy?8:05 How do you build relationships with mortgage brokers?16:05 What else do we need to know about Ryan Mathisen?20:28 Funniest story in insurance.24:00 Carriers that don't have an open API don't support independent agents, True?30:20 Is it fair to run a credit score? 36:00 GloveBox, what is it? 45:50 How do best-in-class agents fill their pipeline?47:08 Best agent pitch you've ever seen?49:45 When should you reach out to clients to tell them about a rate increase? 52:00 Best retention process?57:15 Words of wisdom for people new to the industry? Honorable Mentions: University of KansasHighlands Ranch Trenny Dillon Jordan BelfortGloveboxDenverAndy MathisenSean MulhernDavid CarothersInsurtechAPITexas Oklahoma New MexicoColorado

This week's episode of Insurance, You Indemnify Me is fun, lively, and information-packed!It is our pleasure to welcome Lawrence Paulaski, SVP & Field Executive for Liberty Mutual/Safeco. Lawrence provided us with great insight into the world of the carrier, when carriers merge, and his opinion of the IA channel. There is absolutely nobody who knows carriers better. Join the conversation and expand your understanding of the insurance world!Time Stamps:0:30 - Welcome! What is your background? 2:20 - How I got into sales and was introduced to independent agents. 5:15 - Explain your position now. 7:50 - How have the cultures of Safeco and Liberty Mutual melded? 16:20 - "Safeco just keeps landing one after another, it's amazing!"24:30 - What has been your impression of independent agents? 31:30 - What does agentofthefuture.com help me, the agent, understand? 35:10 - How would you describe Safeco's user experience. 45:30 - It seems like it will be a very active next five years when it comes to acquisitions. 50:30 - What advice would you give agents to effectively pivot toward writing commercial. 56:45 - When did you get a haircut? How long was your hair? 58:45 - How are the best agents leveraging their data. 1:04:00 - Are insurance agents salespeople or field underwriters? 1:15:00 - How does the general public trust the different insurance channels? 1:20:30 - What words of wisdom would you give to someone new to the insurance industry? Tyler AsherJeffery GitomerSafecoLiberty Mutual Gary FischerFAIA insurance conventionAgentofthefuture.comHaley SmithState Auto