Grant Botma – Founder of Stewardship (moneywellrooted.com)


Grant Botma – Founder of Stewardship Insurance & Financial Planning, on the Connected Insurance Podcast, Presented by Agency Revolution

Masterclass in Modern Marketing — Part 3 of 3

Why should the marketplace do business with you above any and all other options? If you can’t answer that question, all the marketing tricks in the world are just that – TRICKS. This agency principal, Grant Botma, understands that lesson. In this episode of The Connected Insurance Podcast, Grant very generously shares the insights he’s used to accelerate his agency’s growth including:

  • Precisely how he created a customer journey that guides people from ‘stranger’ to ‘Raving Fan!’
  • How Grant’s agency gets a 90% response rate (yes, an unheard of 90%!) to his messaging.
  • A comprehensive review of the various technologies that Grant’s agency uses – and how they use them to generate more new business and to keep clients longer.

NOTE from Michael Jans: After interviewing so many industry Thought Leaders, I wanted to ‘touch ground’ for our listeners for a while and deliver solid, tactical and practical tips that you can put to work quickly and easily. I interviewed three ‘marketing masters’ and asked them to share a realistic review of ‘what’s working now’ in their agencies. Please don’t miss this series… and be sure to buckle up. Each of these guests is a master in their own right!

What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster? Find out here in the Connected Insurance Podcast, where Michael Jans discusses the biggest issues affecting the independent insurance agent and broker with the industries leading figures. 


One More Thing! What do you think? How will you and your peers use this to grow your agency or brokerage? Share your thoughts in the comment section below, subscribe to get updates delivered to you and *please share this if you found it informative.