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Jeff Harris, Co-Founder, CEO, Appulate Years ago, this tech entrepreneur groaned at the sight of the insurance application process. So he decided to do something about it. 250,000 users later, Jeff Harris, Co-Founder, and CEO of Appulate can claim some progress. Founded 17 years ago, Appulate is one of the industry’s earliest insurtechs and one […]
Aaron Gordon, Vice President, Gordon Companies Insurance Services Our guest Aaron Gordon is a second-generation insurance agent with 11 years in his family’s agency in Manhattan—and is rapidly becoming a leading voice for millennials in the insurance industry. Aaron has something to say to boomers as well as younger generations: “The future is bright.” However, […]
Mike Becker, CEO, National Association of Professional Insurance Agents The Industry is changing, consumer behavior is changing, and so are agencies. But how well are today’s agents keeping up with market trends? What about your agency? Our guest, Mike Becker, CEO of the National Association of Professional Insurance Agents will help answer this question and […]
Kingsley Flynn, Head of Insurance, Sayata A client shows up at their office at 8 am, turns on their computer… and sees a ransom demand. After breaking out in a cold sweat, they call you. What do you say? This scenario doesn’t “only happen in movies” anymore, it could happen to any agency, as it […]
Michael Jans, Co-Founder, Agency Revolution, Principal, Michael Jans Advisory In recent years we’ve seen a dizzying pace of change, a steady stream of new tech, and constant changes in consumer behavior. Against a backdrop like this, how should an agency grow in 2022? Our podcast host, Michael Jans, dives into that very question and delivers […]
Jim Kouzes, WSJ Best-Selling Author, The Leadership Challenge Whether you’re recruiting talent or guiding your agency to new strategies, your business demands the clarity, vision, and direction of a strong leader. In this conversation, Jim Kouzes delivers straight talk to agency principals. Jim is the author of The Leadership Challenge, a WSJ Best-Seller and Fast […]
Peter MacDonald, Co-Founder, CEO, Wunderite Nobody is a fan of the insurance application process, especially not your busy customers. Peter MacDonald, Co-founder, and CEO of Wunderite sees a better way to do things—where technology handles the heavy lifting to make life simpler for agents and customers alike. In this robust discussion, Peter and Michael discuss: […]
Mike Mathisen, CEO, Owner, Colorado Insurance “I bought a small, $1.5 million premium book. We had an 85% retention rate. Now, we’re pushing $100 million in premium with a 93% retention.” Mike Mathisen, President, Colorado Insurance, made a few key, strategic decisions in the year 2000. 21 years and almost $99 million in new premium […]
Luis Pino, CEO, Founder, Agentero Many insurance agents push back on new technologies in fear of losing the human touch. Luis Pino, CEO & Founder of Agentero and former Analyst at McKinsey & Co., believes the right use of tech will do just the opposite, freeing you up for more human touches and supporting you […]
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 […]
