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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 […]
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 […]
