show episodes
 
This show teaches Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best. We share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency. If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place. Topics will include Team Member Compensation Agency Profitability (Overall and by Tea ...
 
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show series
 
Video Version: https://youtu.be/MHFz7KT5AxE Tony chats with Hale Stewart about Captives and how REcapture can help even smaller agencies keep their clients by being able to go toe-to-toe with the big guns and offer them the option of creating a captive. What a fascinating conversation about this esoteric side of the insurance ecosystem. Hale Stewar…
 
Make sure the agency is working for you, so you can enjoy the freedom to enjoy life outside of work with this simple schedule. That's why you started the business, right? START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll D…
 
You have (at least) TWO businesses in your agency… Your Renewal Business and your New Business. Both need to be profitable for things to go smoothly. Too often, agency owners get distracted by the allure of recognition and rewards to the point of overspending on acquiring new business by “borrowing” money from their Renewal business. Everything sta…
 
Video Version: https://www.youtube.com/watch?v=zyBiX0UNL64 Tony chats with Gloria Guntinas Vanzo, about her amazing insurance career and her new companies: Pouch and Mltply. This is the worldwide premier of Mltply. You heard it here first! After recording hundreds of podcast episodes it's very rare that after the call I'm like 🤯. You can't miss thi…
 
Implement a delegable recruiting process that filters out the wrong people and attracts the right ones. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could only achieve…
 
Do your Highest Impact & Highest Income work and delegate the rest to talented team members, freelancers, and independent contractors. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or…
 
Video version: https://youtu.be/-UGUmCDpQlU My very good friend John Bachmann is full of heart and passionate about the claims profession. He finally sat down to write it all down on a wonderful book the Successful Adjusters Playbook. A can't miss episode for claims people! John Bachmann: https://www.linkedin.com/in/johnbachmann/ Successful Adjuste…
 
Implement a simple process to initiate and conduct multiline reviews to help your clients Find the Money to Protect their Income, Loved Ones, and Assets and uncover Life, Health, Disability, and other insurance product sales. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - …
 
Get producers asking about Life, Health, Disability, Umbrella policies and more... right from the Auto or Home policy conversation. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or yo…
 
Video version: https://youtu.be/O0o3XPTyOC0 In episode 251 of Profiles in Risk, Tony chats with Matan Slagter about Armadillo, which is introducing a whole new era in home warranty insurance, not just tech enabled, but overall completely reimagined! We also chat about his incredible career and how he came up with the idea. Matan Slagter: https://ww…
 
Make your new business acquisition sales processes multidimensional to increase your sales options and volume. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could only …
 
Minimize customer defection & policy lapses... maximize retention rate... multiply renewal income. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could only achieve 1 th…
 
(1) Define performance success & failure., (2) Name rewards & consequences, (3) Coach team members & enforce standards. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency co…
 
Create Huge Financial and Non-Financial Opportunities for Those Who Succeed in Implementing Your Automatic Insurance Agency Vision. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or yo…
 
Clarify Roles of the Experts Who will Implement your Automatic Insurance Agency Vision. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could only achieve 1 thing in the …
 
Create the Vision for your lifestyle outside of work, your sales process, and your promise to your clients. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could only ach…
 
Learn about some common misconceptions that could cost you $1,000,000 and 10,000 Hours or more over your career. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could onl…
 
Understand the 4 primary stages of an agency, how and why you might be stuck in one of them, and how to move forward. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency coul…
 
Get the overview on how we're going to teach you to Help More People & Make More Money... In Less Time... Doing What You Do Best. We'll share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency. If you're ready to start living the life and creating the business y…
 
Video Version: https://youtu.be/iZTBYTUWQ0I In a very special episode of Profiles in Risk, Tony interviews his long-time girlfriend Renee Bruns about her amazing insurance career. Renee Bruns: https://www.linkedin.com/in/renee-bruns-40155414/ Wheels Travel The World (Travel Blog): https://wheelstravelstheworld.com/ You Can't - Stories of Overcoming…
 
Video Version: https://youtu.be/q_VxTSwFoGw Tony chats with Emilio Figueroa about Foresight, the WC Insurtech that's taking the market by storm. It all started from a Risk Management Platform with great promise in lowering WC expenses in a humane way, bringing better results for both carriers and claimants and then it grew into its own MGA all star…
 
Video Version: https://youtu.be/iV9UpUAi0NE Dominic is a young actuary and a visionary. He gave a fantastic TED Talk about the future of the actuarial professional (and how it can be so much more): https://www.youtube.com/watch?v=_Ba5wBGeUBk&t=1s . It has now been watched 25k times which is very impressive for something so insurance specific. You s…
 
Video Version: https://www.youtube.com/watch?v=GkzBc5zKFpY Not every career move goes according to plan, sometimes you go in the wrong direction for who you are, the important thing is learning from it and it's not the end of the world. Brett McKenzie: https://www.linkedin.com/in/brettashleymckenzie/ Unfortunately Tony's video is very choppy on thi…
 
Video Version: https://www.youtube.com/watch?v=YAh0tKdXDlw Carl is a lifelong insurance agent with a dream to help local agencies better compete in the 21st century against direct writers with much larger budgets. For over 10 years he has been building the idea of DMCOs - Digital Marketing Co-Ops and now he's built the tools to make his ideas possi…
 
Video version: https://www.youtube.com/watch?v=GoKyQpBtARA Nestor Solari saw a hole in the insurance market in the way non-traditional customers, like recent immigrants, were rated for auto insurance. He didn't see it as an opportunity to get rich but rather as a way to make a difference for his family and his community. Out of that Sigo Insurance …
 
Best version of this episode is on YouTube: https://youtu.be/rlTABcHQDqw Marty Frappolli worked at The Institutes for 18 years and now that he's an independent consultant he's producing CPCU Prep material from the perspective of having been part of how the sausage is made! Also, he's available to help insurance companies improve their training.…
 
Video version here: https://www.youtube.com/watch?v=wxk6kbaFUJs In episode 236 of Profiles in Risk, Tony discusses how the insurance industry can be a leader in the war against climate change with Mary Sweeters, of Insure Our Futures and the authors of two very interesting articles. Kevin McComber authored this article: https://www.propertycasualty…
 
Best Version of this Podcast is available on YouTube: https://www.youtube.com/watch?v=9pto8rxtcxQ Tony chats with Damian Sander. LifeExec is an online life and legacy management platform that helps you store, organize, and communicate your important life information with loved ones and it can be a GREAT benefit you can provide your clients to diffe…
 
Best Version on YouTube: https://www.youtube.com/watch?v=H5Z3w4tvj5g Tony chats with Mark and Reid Tattersall of Back 9 insurance about Life Insurance and a really cool platform they have built that allows every agent to better do Life, even if you're just a P&C agent they make it easy for you. Reid Tattersall: https://www.linkedin.com/in/reid-tatt…
 
The best version of this interview in video format is here: https://www.youtube.com/watch?v=aQa5Xl_85p8 Tony chats with Brian Ahearn, one of less than 20 Cialdini Certified Trainers in the world about his new business and his new book. Brian Ahearn: https://www.linkedin.com/in/brianfahe...​ Influence People: https://www.influencepeople.biz/…
 
Best version of this episode is on YouTube: https://youtu.be/wX77u602Zss In Episode 230 of Profiles in Risk, Tony interviews Paul Prendergast about how his company Blink can help your insurance company quickly and profitably deploy Parametric programs! Paul: https://www.linkedin.com/in/blinkpaul/ Blink Parametric: https://blinkparametric.com/…
 
Tony had an AWESOME chat with Cynthia Hardy about Diversity, Equity and Inclusion, her book Crossing Meridians and SO MUCH MORE. You don't want to miss this one! Video version is the best version of this podcast and is here: https://www.youtube.com/watch?v=n7ib-pAIpZ0 Cynthia Hardy: https://www.linkedin.com/in/cynthiahardy/ Pivot Global Partners: h…
 
Best version of this podcast is on YouTube: https://youtu.be/ce8LRFnjXkM I had a fantastic conversation with Larry Nicholson about CPCU, the insurance industry, training and so many other topics. A must watch! I recommend you watch this one on YouTube. Larry's LinkedIn: https://www.linkedin.com/in/larrynich/ SITE: https://www.insurancetrainers.org/…
 
Tony chats with Kevin about the future of small commercial insurance and APIs. Briza is a cutting-edge API that connects commercial insurance underwriting systems to brokers and SMB platforms, enabling instant insurance transactions with low-code or no-code solutions. Kevin Bracken: https://www.linkedin.com/in/kbracken/ Briza: https://www.briza.com…
 
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