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Marc Petersen, President, American Advantage – Petersen Group How did Marc Petersen, President of American Advantage – Petersen Group, pull off such fantastic growth results? Most agencies do it by “hiring more producers,” but for this agency, the secret to success was a robust communication strategy. In this revealing podcast discussion, Marc openly shares his […]
Susanne Chishti, CEO, FINTECH Circle Agents who are serious about the growth of their agency need to know what the future looks like. And if anyone has a crystal ball, it would be Susanne Chishti. Editor of The Insurtech Book, CEO of FINTECH Circle, and Investment Week’s “Social Media Influencer of the Year,” Susanne is […]
Michael Jans, Co-Founder, Agency Revolution, Principal, Michael Jans Advisory The internet gave everyone a megaphone. Every business is a communications business, and the airwaves are full of noise, clamor, and confusion. How can your agency stand out from the crowd? To be the one your market listens to, respects, and follows? Michael Jans shares his […]
Erik Mitisek, CEO, Highwing Commercial lines producers know the desk can be chaos—making it harder to provide clients with a great experience without getting overworked. Erik Mitisek, CEO of Highwing believes he’s solving that problem with a multi-carrier and multi-line platform that slashes time and cuts out the confusion. In this conversation, Erik shares his […]
Lucas Jans, VP, Product, Agency Revolution Technology has been changing everything from consumer behavior to carrier strategy to agency operations. Lucas Jans, VP of Product at Agency Revolution, has been building tech solutions for insurance agencies for more than 20 years. With one of the industry’s largest tech teams, he oversees a constant stream of […]
Steve Lekas, Co-Founder, CEO, Branch Insurance Branch Insurance has convinced some of the top investors that it’s cracked the code on “instant insurance” for independent agencies—and it’s convincing more and more consumers of the same. How? By asking fewer underwriting questions. Name and address don’t just get you a quote, it gets you one click […]
Whitney Norcup, COO, Columbia Insurance & Wealth Management Whitney Norcup, COO of Columbia Insurance & Wealth Management tells the “before and after” story of her company. How they went from a small, stagnant agency trying to figure out the modern insurance landscape to a fast-growth agency with deeper customer relationships and a bright new future. […]
Reed Holden, Founder, Coach, Holden Advisors You might think your customer only wants the lowest price—but that isn’t the case for independent insurance agencies. Selling on price kills profits and brings bad customers. But when today’s customer hears about saving money on insurance all day long, how do you avoid selling on price? On this […]
Jeff Hogue, Director – Insurance, Agent Sales, QuoteWizard When the loan giant, LendingTree, entered the insurance industry by acquiring QuoteWizard, they gained powerful data about how people shop for insurance. Last month, they received 1,000,000 online quotes, 50,000 inbound phone calls, and thousands of conversations with insurance agents. Jeff Hogue, Director of Insurance and Agent […]
Anurag Shah, CEO, Co-Founder, Aureus Analytics Anurag Shah, CEO and Co-Founder of Aureus Analytics has been studying how customers feel about their insurance providers. First with carriers around the globe, and most recently with independent insurance agencies. After processing management system and interaction data across more than 60 million policyholders, Anurag has crafted a way […]
