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The Insurance Guys Podcast

The Insurance Guys Podcast

440 episodes — Page 3 of 9

S1 Ep 340Streamline Direct Bill Reconciliations with A.I.

In this episode, Scott and Bradley introduce Andrew Wynn, co-founder and co-CEO of Ascend. They discuss Ascend's latest features, including direct bill automation, handling refunds, and physical check processing. The conversation highlights how using Ascend's tools can streamline agency operations, reduce manual workload, and ensure accurate commission tracking. Additionally, Scott and Bradley share personal stories about dealing with unexpected problems in business and life.

Sep 11, 202433 min

S1 Ep 339Listener Call In Show: Buck Mancradle Shares Words of Wisdom

In this episode, Bradley and Scott take call-ins from listeners.

Sep 4, 20241h 14m

S1 Ep 338Hanley Hot Takes 2.0

In this episode, the guys bring back the ever-popular Ryan Hanley to get some of his takes on the industry.

Aug 28, 20241h 3m

S1 Ep 337Find Your Little Spark

In this episode, Bradley and Scott sit down with Raghav Tanna from Applied to discuss his new venture, The Little Sparks Project. Check out the The Little Sparks Project Gala

Aug 21, 202449 min

S1 Ep 336How To Fire People

In this episode, Bradley and Scott breakdown what happens in their agencies when/if they need to let someone go.

Aug 14, 20241h 18m

S1 Ep 335Dave Peterson On Acquiring Agencies

In this episode, Bradley and Scott interview Dave Peterson about his strategy for running and acquiring insurance agencies.

Aug 7, 202453 min

S1 Ep 334Group Health Is A Beach

In this episode, Bradley and Scott sit down with George Beach to deep dive into how to win with group health insurance.

Jul 31, 202434 min

S1 Ep 333Emergency Podcast: Labor Law Changes

In this episode, Bradley and Scott sit down with Carey Wallace from Agency Focus to dive into a subject that everyone with employees needs to listen to.

Jul 24, 202451 min

S1 Ep 332Axe Throwing Insurance

In this episode, Bradley and Scott sit down with Brett Pollack from axethrowinginsurance.com. The guys discuss Brett's deep dive into weird niches like axe throwing, rage rooms, etc., and how he was able to build his agency in these difficult-to-insure verticals.

Jul 17, 202440 min

S1 Ep 331Listener Questions and Hallway Sex

In this episode, Bradley and Scott tackle listener questions about running and operating agencies, as well as motivating team members and staff. Plus, Scott shares a new set of "Scottisms" to enlighten and entertain. Don't miss this fun and information-packed episode!

Jul 10, 202455 min

S1 Ep 330What’s Coming At Ivans

In this episode, Bradley and Scott sit down with Reid Holtzworth, CEO of Ivans.

Jul 3, 20241h 11m

S1 Ep 329Korsgaden Insights

In this episode, Bradley and Scott sit down with their friend Troy Korsgaden to discuss his new magazine project. you can order it here korsgaden.com.

Jun 26, 20241h 10m

S1 Ep 328Hanley Hot Takes

In this episode, Bradley and Scott sitdown with their friend Ryan Hanley to discuss the latest news and happenings in the insurance industry.

Jun 19, 20241h 7m

S1 Ep 327Tap Into Coverage: Insurance for Breweries and Distilleries

In this episode, Bradley and Scott sit down with Malena Farrell, owner of cedarbrew.com. Melinda talks about her niche of insuring breweries, distilleries, and tap rooms

Jun 12, 202442 min

S1 Ep 326Leading With Compassion

In this special crossover episode from the Vertafore Insurance podcast, Scott and Kenneth from Portal Insurance talk with Syd and Heath about leading from the front, how they structure their day and go on an Ayahuasca trip.

Jun 5, 20241h 3m

S1 Ep 325Every Agency Has Problems: A $100K Consulting Session

In this episode, Bradley and Scott sit down and chat one on one. The guys go through each other's problems in their agencies and give advice on how they would handle a specific situation.

May 29, 20241h 16m

S1 Ep 324Billy Wagner Retired???

In this episode, Bradley and Scott sit down with fan favorite Billy Wagner, who explains how he successfully removed himself from his agency so he could focus on higher-level things, such as family and his health.

May 22, 20241h 17m

S1 Ep 323How To Insure Airplanes

In this episode, Bradley and Scott sit down with “Aviation Insurance Guy,” a popular anonymous Twitter account, to discuss all things aviation insurance and how to properly insure airplanes.

May 15, 202436 min

S1 Ep 322How To Protect Your Agency From TCPA Violations

In this episode, Bradley and Scott sit down with their friend Nick Berry to discuss the latest TCPA ruling and how agents can protect themselves.

May 8, 202442 min

S1 Ep 321Get Your @$$ Out From Behind That Desk…Unless You Are Sick.

In this episode, Bradley and Scott discuss everything they are doing in their agencies now.

May 1, 202449 min

S1 Ep 320Indium Acquired by Assurex Global

In this episode, Bradley and Scott sit down with Kat Ternes, CEO of Indium. The guys and Kat talk about the different cluster groups and market access companies out there, what to look for, and what to expect. Kat also discusses the recent acquisition and how it affects the industry.

Apr 24, 20241h 12m

S1 Ep 319State Farm Ventures with Clint Houk

In this episode, Bradley and Scott sit down with Clinton Houk, Scouting Manager from State Farm Ventures. Clint takes the guys through what State Farm's Venture and Innovation Group does and how this provides a unique insight into the rest of the industry.

Apr 17, 202428 min

S1 Ep 318Re-engineering the Wholesale Brokerage with Joey Bouchard

In this episode, the guys sit down with Joey Bouchard from Quotewell, a tech-driven wholesale broker who delivers a responsive and transparent experience. The guys discuss the current state of the market, how to start a wholesaler, Quotewell's journey into the insurance space, and Bradley and Scott discuss starting an Onlyfans account. Contact Joey Bouchard at [email protected]

Apr 10, 202455 min

S1 Ep 317I Bought 22 Insurance Agencies

In this episode, Bradley and Scott sit down with Jason Hansen from Fig Insurance. Jason takes us through his unique strategy that led to acquiring 22 insurance agencies and counting.

Apr 3, 20241h 2m

S1 Ep 316How To Scale Through Hiring A COO

In this episode, Bradley and Scott sit down with Brett Merrill and Katy Welch Cintron from Merrill Insurance. Katy and Brett walk the guys through their employee review process, how to properly scale through hiring a COO, and much more. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys

Mar 27, 20241h 4m

S1 Ep 315How To Build A $37 Million Captive Agency In 5 Years

In this episode, Bradley and Scott sit down with Andrew Filar. Andrew walks the guys through how he built a $37 million Allstate agency from scratch in five years through proper lead management.

Mar 20, 202457 min

S1 Ep 314Minding Your Agency with Bradley and Scott

In this week's episode, Bradley and Scott catch up on things and also talk through their new platform for agents, mindyouragency.com. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys

Mar 13, 202456 min

S1 Ep 313The Insurtech State Of The Union With Pat West

In this episode, Bradley and Scott discuss the current state of Insurtech with Pat West from b atomic. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys

Mar 6, 20241h 24m

S1 Ep 312Masterclass: How To Sell 800 Life Policies A Year with Van Mueller

In this episode, Scott and Bradley talk with acclaimed life insurance expert and sales guru Van Mueller (pronounced MILLER). Van shares his proven strategies for selling over 800 life insurance applications in just eight months. He highlights the importance of asking thoughtful and strategic questions to engage clients and build trust, offering valuable solutions for their financial needs like life insurance and retirement planning. Van emphasizes the power of practicing these questions regularly and actively pursuing sales opportunities to achieve success in the insurance industry. He also discusses the significance of incorporating life insurance strategies for financial security and inheritance planning, drawing inspiration from industry leaders like Ed Slott, Tom Hagner, and David McKnight. Overall, Van's advice for insurance agents includes focusing on client needs, establishing trust, and utilizing strategic questioning to drive successful outcomes and increase appointments. Want to learn more from Van Mueller? Check out his skill sets and sales products at his online store.

Feb 28, 20241h 6m

S1 Ep 311Bradley Actually Bought An Agency

In this episode, Bradley takes us through the recent acquisition he made. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys

Feb 21, 202458 min

S1 Ep 310True To Friend And Foe With Buffalo Benz

In this episode, Bradley and Scott sit down with their friend Doug Benz from New Buffalo Insurance; Doug takes the guys from his journey as a sports illustrated photographer all the way to insurance agency owner and president of the Big I New York and how that has helped him land some key carrier appointments. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys

Feb 14, 20241h 17m

S1 Ep 309What Happens When You Sell Your Agency with Matt Naimoli

In this episode, Bradley and Scott sit down with fan favorite Matt Naimoli from G&N Insurance on what happens when you sell your agency. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Feb 7, 20241h 17m

S1 Ep 308What The Big I Does Behind The Scenes

In this episode, Bradley and Scott sit down with Lisa Loundsbury, the president of the Big I New Work and a co-founder of Catalyit. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Jan 31, 202450 min

S1 Ep 307Bradley Bought An Agency

In this episode with Bradley and Scott, Bradley takes us through the process of the agency he just acquired, how he found it, what he learned, what he would do differently, and what went wrong. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Jan 24, 202444 min

S1 Ep 306Come To California With Us

In this episode, Bradley and Scott discuss the upcoming Hawksoft User Group Conference with Amelia Jach and Brent Thurman. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Jan 17, 202434 min

S1 Ep 305Small Town To Big Business Transition

In this episode, Bradley and Scott sit down with Alan and Drew Kinney with Kinney Insurance. The guys discuss the Kinney's transition from a small-town agency to a big agency. Enjoy the show! ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Jan 10, 20241h 17m

S1 Ep 304Why You Shouldn’t Take Investors In Your Insurance Agency

Bradley and Scott sit down with Chris May from LTN Insurance in this episode. The guys discuss taking investors in your insurance agency, why it’s a good or not so good idea, and some alternatives. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Jan 3, 202459 min

S1 Ep 303Ending the Year With Bradley and Scott

Bradley and Scott go solo and deep into end-of-the-year issues, thoughts, and conspiracies in this special episode of The Insurance Guys Podcast! ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Dec 27, 202344 min

S1 Ep 302The Insurance Maverick

In this episode, Bradley and Scott sit down with Maverick Pitchford from Bison Ridge Insurance; Maverick tells the story of starting his agency and shares the principles that got him to where he is today. Enjoy the show! ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Dec 20, 20231h 1m

S1 Ep 301Kill Or Be Killed with David Carothers

In this episode, Bradley and Scott sit down with IGP staple and friend David Carothers, who updates us on what he has going on, shares his experiences in the industry and how he has navigated challenges and maintained his success. He also talks with the Guys about what it takes to have a "real producer" and create an effective sales team. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Dec 13, 202356 min

S1 Ep 300Create Content From Your Prospects POV

In this episode, Bradley and Scott sit down with Matthew Layson from Calrose Insurance. Matthew talks about coming into the agency and maximizing his new presence on TikTok. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Dec 6, 202348 min

S1 Ep 299Legacy, Culture, and Hustle with Aaron Gordon

On this episode, Scott and Bradley talk with guest, "Mr. #KeepHustling" Aaron Gordon, discussing topics such as their experiences in the insurance industry, dealing with difficult situations, and the importance of maintaining strong client relationships. The conversation also delves into Aaron's newly released Keep Hustling Podcast, which will share business and life stories of perseverance and success, encouraging others to push through challenges. The Guys emphasize the theme of doing well by doing good and reflect on the enduring impact of Aaron's father's legacy in the insurance business. Check Out Keep Hustling with Aaron Gordon >>> Aaron discusses the challenges and changes following the passing of his father, emphasizing the need to empower staff, enhance marketing efforts, and share their story through social media and a potential podcast. The guys express sentiments of pride and support for Aaron, highlighting the enduring impact of his father's legacy and the importance of building relationships and doing the right thing in the insurance industry. Overall, this episode captures a heartfelt and reflective dialogue about the transition and future direction of the insurance business after the passing of Aaron's father, emphasizing the significance of preserving his father's legacy, embracing change, and recognizing the support and camaraderie within the insurance community. Enjoy the show! ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Nov 29, 202353 min

S1 Ep 298From $0 to $50 Million In 4 Years

In this episode, Bradley and Scott sit down with Cyrus Jaffrey from CJ Insurance. Cyrus shares his story of transitioning from humble beginnings to building the successful agency he has today. He provides tactical and inspirational tips to help other entrepreneurs grow their business. Tune in to gain valuable insights on how to make your mark in the insurance industry. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Nov 15, 202354 min

S1 Ep 297A Consulting Call With The Insurance Guy

In this episode, Bradley and Scott sit down with Scott Cox for an in-depth consulting session where the guys help him with his agency. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Nov 8, 20231h 12m

S1 Ep 296Pivoting from Commercial to Personal

In this episode, Bradley and Scott sit down with Liri Halperin Segal, CEO of meetleo.com, to discuss how LeO can help agents transition from personal to commercial lines. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Nov 1, 202335 min

S1 Ep 295Lessons Learned in the Insurance Industry: Insights from United Risk

In this podcast transcript, Scott Howell and Bradley Flowers introduce the Insurance Guys podcast and their guests, Cale Merrill and Russell Wright, co-founders of United Risk Agency. Cale and Russell share their experiences in the insurance business and discuss how they started their agency in 2019. They also share a story about their first piece of business involving an Agency of Record (AOR) situation. The dynamic and light-hearted nature of the podcast is evident throughout, providing an enjoyable listening experience while highlighting the guests' journey and the excitement of having them on the show. The conversation then shifts to the topic of partnership in the insurance industry, with Russell and Kale discussing the importance of complementing each other's strengths and maintaining transparent communication. They emphasize the need for a strong personal bond in their partnership, treating each other like family rather than just business partners. The transcript also delves into the complexities of non-compete and non-solicitation agreements, highlighting the challenges and legal implications of these agreements in the insurance industry. Overall, the transcript provides insight into the dynamics of a successful partnership, the experiences of the guests, and the complexities of legal agreements within the insurance industry. Enjoy the Show! ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Oct 25, 202352 min

S1 Ep 294Live with Randy Crane

On the LIVE episode, Scott and Bradley talk with Randy Crane, COO of The AC Premier Insurance Network. Randy is an accomplished insurance specialist with over 20 years of experience. He works for the AC Companies and RanCran Group LP, serving clients across Texas, Ohio, and Georgia. His personalized approach to client service, passion for exceeding expectations, and dedication to empowering clients have earned him accolades and recognition as a top national producer. Randy is a devoted husband, father, grandfather, and a passionate sports enthusiast. His wit, humor, and professional expertise make him a well-respected and well-liked member of his community. Enjoy the show! ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Oct 18, 202338 min

S1 Ep 293Balancing Work and Family: How One InsureTech Entrepreneur Does It All

On this episode, Scott Howell and Bradley Flowers talk with their guest, Wessly J. Anderson, who has achieved success as the President and founder of Insure Tech Utah and the co-founder and President of Agency VA. Wessly discusses his focus on intentional time with loved ones and using virtual assistants to delegate tasks. He also talks about his decision to live in Puerto Rico, which offers favorable opportunities and benefits. Wessly's ultimate goal is to make Agency VA the leading virtual assistant company in the insurance space. This show highlights the significance of prioritizing relationships and intentional time with family in the insurance industry. Wessly's approach of delegating tasks and utilizing virtual assistants allows him to focus on quality time with loved ones. The conversation also emphasizes the importance of self-awareness, effective leadership, and creating a strong team to succeed in the insurance industry. Enjoy the show! ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Oct 11, 202355 min

S1 Ep 292LIVE From KIG

On this episode, Bradley and Scott talk with Greg Scealf of The Knoxville Insurance Group in Knoxville, TN. Greg started his own local internet show called "LIVE From KIG" focusing on Tennessee Volunteers sports and his local community. Greg Scealf is the digital mayor of his city, and he will tell you why he started the show and how it helps his business and brand. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF

Oct 4, 202352 min

S1 Ep 291Getting Inside An Underwriter’s Brain

In this episode, Scott Howell and Bradley Flowers talk with Andrew Correll to discuss the relationship between insurance underwriters and marketing reps, stressing the importance of clear communication and collaboration. They discuss the significance of strong relationships with underwriters and the opportunities within the cyber insurance market. Next, they introduce a system for monitoring security breaches and discuss data security measures. In summary, this episode covers the complexities of insurance coverage, challenges of managing employees, dynamics of the hiring process, the importance of relationships with underwriters, opportunities in the cyber insurance market, and the significance of data security. The conversations highlight the need for clear communication, collaboration, continuous learning, and staying informed about industry trends to succeed in the insurance business. Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field 3. Get 20% OFF ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys

Sep 27, 202358 min