February 7, 2019

[Transcript] The 5 Levels of the Modern Insurance Agency

Michael Jans: Hello everybody, this is Michael Jans, co-founder of Agency Revolution. I want to welcome you to the Connected Insurance podcast, presented by Agency Revolution, creators of the most powerful marketing and communication software built specifically to meet the needs of insurance agencies and brokerages. If you believe, and I’m sure you do, that […]


February 5, 2019

5 Keys to Building a Great Client Experience

We talked with Jeff Roy, President & CEO of the Excalibur Insurance Group in Canada, about what it takes to thrive as an “insurancepreneur” in 2019 and beyond—his take: Stop selling insurance and start building a brand experience that seamlessly delivers on your clients’ wants, the way they want them. 1. Tech is great… But […]

January 31, 2019

[Transcript] Ken Crerar – President & CEO of The Council...

Michael: Ken Crerar, how are you? Ken: I’m great, Michael. How are you? Michael: I’m good. Thanks so much for asking. Ken: Sure. Michael: Typically, I let my guests hold off on the pitch part, tell me about who you represent until the end, but what you’re doing fits so much into what we’re talking […]

Glimpse the Future with Greg Williams

January 22, 2019

Glimpse the Future with Greg Williams

How many times have we wished for a crystal ball so we could see what the future holds for us? And similarly, how many times have we looked back with regret, chastising ourselves for failing to notice the moment when our world began to change? In a recent episode of the Connected Insurance Podcast, our […]

January 18, 2019

[Transcript] Kitty Ambers – CEO of Network of Vertafore Users

Michael: Kitty Ambers, delightful to have you. How are you? Kitty Ambers: I am doing fantastic, Michael. Thank you so much for asking and for having me on today. Michael: Well, thrilled too. Let’s start with this. First of all– For the audience, for those of you don’t know Kitty this is a conversation you […]

What Can Insurance Agents & Brokers Could Learn About Marketing from John Deere?

December 18, 2018

What Can Insurance Agents & Brokers Could Learn About Marketing...

John Deere tractors and farming machinery have a reputation as being the best in their category. Founded in 1837, the iconic green and yellow brand is instantly recognizable even to those who have never set foot on a farm or a ranch. How did such a functional and perfunctory product earn such a prominent place […]

December 13, 2018

[Transcript] Jeff Roy – President & CEO of Excalibur Insurance...

Michael: Jeff Roy, how are you? Jeff: Good, Michael. How are you? Michael: I’m very, very good. Thank you. Thank you very much for joining us. I’m going to start with the thumbnail sketch. Jeff, tell us a little bit about yourself. Jeff: I’m a broker, in the US called agent from the Great White […]

December 6, 2018

[Transcript] Bruce Dickhoff – President & CEO of the North...

Michael Jans: Bruce Dickhoff, thank you so much for joining us. How are you? Bruce Dickhoff: I’m good. Michael: All right. I want to start by giving the audience an opportunity to get to know you. If you would kind enough, share a little bit of a thumbnail about how you got to be where […]

The Core Economics of the Agency System (And Why McKinsey Says It's Unraveling)

December 4, 2018

The Core Economics of the Insurance Agency System (and why...

The grand history of the agent-broker channel rests on one inherent strength that’s built into the system. This is a relationship business. We sell the invisible. Nobody opens up the box and feels it, looks at it, touches it. ‘oohs and aahs’ over it. They barely examine the agreement to review the features. (I can’t […]

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