Épisodes

  • Grant Botma Helps Us Increase our Sales: The 3 Points of the Customer Journey

    Grant Botma Helps Us Increase our Sales: The 3 Points of the Customer Journey
    Jul 15 2022
    This is the Insurance Huddle, the bi-monthly podcast for insurance newbies and industry veterans alike. This week we talk to Grant Botma the principle of https://stewardship.pro/ (Stewardship), best-selling author of https://www.amazon.com/kindle-dbs/entity/author/B07Z3Z7T9G?_encoding=UTF8&node=283155&offset=0&pageSize=12&searchAlias=stripbooks&sort=author-sidecar-rank&page=1&langFilter=default#formatSelectorHeader ("The Problem Isn't Their Paycheck" and "Work-Life Harmony)", speaker, and highly sought-after insurance and financial services consultant. Connect with GUEST onhttps://www.linkedin.com/in/grantbotma/ ( LinkedIn), https://www.facebook.com/grantbotma (Facebook), or https://stewardship.pro/grant-botma/ (on the web) In this episode, Grant Helps us understand our customer journey and how to empower and motivate your team. Episode Quote: "The least expensive acquisition cost you're going to have is a current client. So instead of spending money, trying to go get more clients, spend your time, energy, and effort into your current clients because that's the lowest cost of acquisition" Episode Quote: "The worst leaders out there are leaders who are making decisions or doing things so that they can hear the things they like to hear" John is an insurance industry veteran with decades of experience as a commercial insurance agent and agency owner. This show is available to listen to COMPLETELY FREE where ever you find podcasts. For more great content and resources be sure to join our free Insurance Huddle Facebook group for insurance professionals. There you can ask us questions that might be featured here on the podcast.  We look forward to seeing you in the Huddle!  This podcast is brought to you by CoverWallet for Agents, the easiest way to quote, bind and service your small business clients. All online and in minutes.  Like us onhttps://www.facebook.com/CoverwalletForAgents ( Facebook) Join ourhttps://www.facebook.com/groups/insurancehuddle ( Facebook group)  Watch Helpful Videos on https://www.youtube.com/channel/UCpsdDIUCWStLnVXVXDKafvw (YouTube) Subscribe to ourhttps://medium.com/coverwalletforagents ( Medium blog) Learn more on ourhttps://agents.coverwallet.com/?utm_source=captivate&utm_medium=referral&utm_campaign=podcast ( website ) Disclaimer: This podcast is intended for general information purposes only and is not represented to be error-free nor is it intended to constitute an offer, inducement, promise, or contract of any kind for you to rely upon. Any information and data linked to by CoverWallet are provided as a courtesy and are not intended to nor do they constitute an endorsement by CoverWallet. To get accurate information for your business and industry we recommend you contact a licensed insurance agent or attorney.
    Afficher plus Afficher moins
    43 min
  • Recruiting, Hiring, Succession Planning, and More with Beth Armknecht Miller

    Recruiting, Hiring, Succession Planning, and More with Beth Armknecht Miller
    Jul 1 2022
    This is the Insurance Huddle, the bi-monthly podcast for insurance newbies and industry veterans alike. This week we talk to Beth Armknecht Miller, the principal of https://executive-velocity.com/ (Executive Velocity), best-selling author of "https://www.amazon.com/Replaceable-Succession-Beth-Armknecht-Miller/dp/1951503538/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr= (Replaceable: An Obsession with Succession)", speaker, and highly sought-after Leadership Development Advisor and Executive Coach. Connect with BETH onhttps://www.linkedin.com/in/betharmknechtmiller ( LinkedIn), or https://executive-velocity.com/meet-beth-miller/ (on the web) Episode Quote: "Lifelong learning is really important today. You've got such a rate of fast change that individuals that can't learn and absorb quickly are going to be left behind." John is an insurance industry veteran with decades of experience as a commercial insurance agent and agency owner. This show is available to listen to COMPLETELY FREE where ever you find podcasts. For more great content and resources be sure to join our free Insurance Huddle Facebook group for insurance professionals. There you can ask us questions that might be featured here on the podcast.  We look forward to seeing you in the Huddle!  This podcast is brought to you by CoverWallet for Agents, the easiest way to quote, bind and service your small business clients. All online and in minutes.  Like us onhttps://www.facebook.com/CoverwalletForAgents ( Facebook) Join ourhttps://www.facebook.com/groups/insurancehuddle ( Facebook group)  Watch Helpful Videos on https://www.youtube.com/channel/UCpsdDIUCWStLnVXVXDKafvw (YouTube) Subscribe to ourhttps://medium.com/coverwalletforagents ( Medium blog) Learn more on ourhttps://agents.coverwallet.com/?utm_source=captivate&utm_medium=referral&utm_campaign=podcast ( website ) Disclaimer: This podcast is intended for general information purposes only and is not represented to be error-free nor is it intended to constitute an offer, inducement, promise, or contract of any kind for you to rely upon. Any information and data linked to by CoverWallet are provided as a courtesy and are not intended to nor do they constitute an endorsement by CoverWallet. To get accurate information for your business and industry we recommend you contact a licensed insurance agent or attorney.
    Afficher plus Afficher moins
    36 min
  • Are you part of the Marketing Revolution, or are you missing the connection? Brian Haney helps us find out

    Are you part of the Marketing Revolution, or are you missing the connection? Brian Haney helps us find out
    Jun 17 2022
    This is the Insurance Huddle, the bi-monthly podcast for insurance newbies and industry veterans alike. This week we talk to BRIAN Haney the principal of https://www.thehaneycompany.com/ (The Haney Company), award-winning speaker, MDRT member, podcaster, and successful insurance professional. Connect with GUEST onhttps://www.linkedin.com/in/brian-haney-thehaneycompanyfinancialguy ( LinkedIn) or https://www.thehaneycompany.com/ (on the web) In this episode, GUEST and Summary Episode Quote: "If we direct our time and our energy to trying to reach people that aren't really good fits for us we're wasting our time" John is an insurance industry veteran with decades of experience as a commercial insurance agent and agency owner. This show is available to listen to COMPLETELY FREE where ever you find podcasts. For more great content and resources be sure to join our free Insurance Huddle Facebook group for insurance professionals. There you can ask us questions that might be featured here on the podcast.  We look forward to seeing you in the Huddle!  This podcast is brought to you by CoverWallet for Agents, the easiest way to quote, bind and service your small business clients. All online and in minutes.  Like us onhttps://www.facebook.com/CoverwalletForAgents ( Facebook) Join ourhttps://www.facebook.com/groups/insurancehuddle ( Facebook group)  Watch Helpful Videos on https://www.youtube.com/channel/UCpsdDIUCWStLnVXVXDKafvw (YouTube) Subscribe to ourhttps://medium.com/coverwalletforagents ( Medium blog) Learn more on ourhttps://agents.coverwallet.com/?utm_source=captivate&utm_medium=referral&utm_campaign=podcast ( website ) Disclaimer: This podcast is intended for general information purposes only and is not represented to be error-free nor is it intended to constitute an offer, inducement, promise, or contract of any kind for you to rely upon. Any information and data linked to by CoverWallet are provided as a courtesy and are not intended to nor do they constitute an endorsement by CoverWallet. To get accurate information for your business and industry we recommend you contact a licensed insurance agent or attorney.
    Afficher plus Afficher moins
    51 min
  • Sell More Cyber by Understanding Cyber Security, Brian Fritton, Shows us How.

    Sell More Cyber by Understanding Cyber Security, Brian Fritton, Shows us How.
    Jun 3 2022
    This is the Insurance Huddle, the bi-monthly podcast for insurance newbies and industry veterans alike. This week we talk to Brian Fritton the principal of https://havocshield.com/ (HAVOC Shield), and has built products and led engineering, design, and IT teams at companies with credentials such as Fortune’s 500 Fastest Growing Companies, the Inc. 5000 List, and Entrepreneur’s 100 Most Brilliant Companies. He’s been the “guy in the hot seat” — responsible for defending a small business from cyberattacks — as a FinTech CTO at Patch of Land and the VP of Engineering for a critical political campaign and enterprise data science software maker. Brian brings the founder’s perspective to cybersecurity in an increasingly complicated and risk-filled environment. Connect with Brian onhttps://www.linkedin.com/in/bfritton/ ( LinkedIn), https://www.facebook.com/havocshieldinc (Facebook), or https://havocshield.com/ (on the web) In this episode, Briann helps us understand more about cyber security, how to avoid incidents and how to gather information from our prospects in an easy and understandable way, to ensure that their cyber liability insurance quotes are accurate, and have a higher carrier approval rate and increased policy retention. Episode Quote: "Security is a process, not a destination" John is an insurance industry veteran with decades of experience as a commercial insurance agent and agency owner. This show is available to listen to COMPLETELY FREE where ever you find podcasts. For more great content and resources be sure to join our free Insurance Huddle Facebook group for insurance professionals. There you can ask us questions that might be featured here on the podcast.  We look forward to seeing you in the Huddle!  This podcast is brought to you by CoverWallet for Agents, the easiest way to quote, bind and service your small business clients. All online and in minutes.  Like us onhttps://www.facebook.com/CoverwalletForAgents ( Facebook) Join ourhttps://www.facebook.com/groups/insurancehuddle ( Facebook group)  Watch Helpful Videos on https://www.youtube.com/channel/UCpsdDIUCWStLnVXVXDKafvw (YouTube) Subscribe to ourhttps://medium.com/coverwalletforagents ( Medium blog) Learn more on ourhttps://agents.coverwallet.com/?utm_source=captivate&utm_medium=referral&utm_campaign=podcast ( website ) Disclaimer: This podcast is intended for general information purposes only and is not represented to be error-free nor is it intended to constitute an offer, inducement, promise, or contract of any kind for you to rely upon. Any information and data linked to by CoverWallet are provided as a courtesy and are not intended to nor do they constitute an endorsement by CoverWallet. To get accurate information for your business and industry we recommend you contact a licensed insurance agent or attorney.
    Afficher plus Afficher moins
    41 min
  • Kelly Donahue Teaches Us About Real Freedom, and the Power of Staying Positive

    Kelly Donahue Teaches Us About Real Freedom, and the Power of Staying Positive
    May 20 2022
    This is the Insurance Huddle, the bi-monthly podcast for insurance newbies and industry veterans alike. This week we talk to Kelly Donahue the ridiculously amazing founder of https://www.agencyperformancepartners.com/ (Agency Performance Partners), the BFF to agency owners, dog mom to America, and highly a proven insurance industry visionary. Connect with Kelly https://www.agencyperformancepartners.com/meet-kelly/ (on her personal page), on https://www.facebook.com/agencyperformancepartners (Facebook), or on https://www.linkedin.com/company/agency-performance-partners/ (LinkedIn) In this episode, Kelly teaches us how to motivate top performers, how to create a solution-driven agency, and how to find freedom in creating structure Episode Quotes: "If you are worth it, you've earned the right for people to pay more, to do business with you." "Are you saying NO to more profitability, because you're saying YES to what's in front of you?" John is an insurance industry veteran with decades of experience as a commercial insurance agent and agency owner. This show is available to listen to COMPLETELY FREE where ever you find podcasts. For more great content and resources be sure to join our free Insurance Huddle Facebook group for insurance professionals. There you can ask us questions that might be featured here on the podcast.  We look forward to seeing you in the Huddle!  This podcast is brought to you by CoverWallet for Agents, the easiest way to quote, bind and service your small business clients. All online and in minutes.  Like us onhttps://www.facebook.com/CoverwalletForAgents ( Facebook) Join ourhttps://www.facebook.com/groups/insurancehuddle ( Facebook group)  Watch Helpful Videos on https://www.youtube.com/channel/UCpsdDIUCWStLnVXVXDKafvw (YouTube) Subscribe to ourhttps://medium.com/coverwalletforagents ( Medium blog) Learn more on ourhttps://agents.coverwallet.com/?utm_source=captivate&utm_medium=referral&utm_campaign=podcast ( website ) Disclaimer: This podcast is intended for general information purposes only and is not represented to be error-free nor is it intended to constitute an offer, inducement, promise, or contract of any kind for you to rely upon. Any information and data linked to by CoverWallet are provided as a courtesy and are not intended to nor do they constitute an endorsement by CoverWallet. To get accurate information for your business and industry we recommend you contact a licensed insurance agent or attorney.
    Afficher plus Afficher moins
    37 min
  • Travis Parry helps us balance life and live life on purpose

    Travis Parry helps us balance life and live life on purpose
    May 6 2022
    This is the Insurance Huddle, the bi-monthly podcast for insurance newbies and industry veterans alike. This week we talk to Travis Parry the president of the https://www.travisparry.com/ (Make Time Institute), International best-selling author, speaker, https://www.travisparry.com/blog/categories/podcast (fellow podcaster), and highly sought-after insurance and financial services consultant. Connect with Travis onhttps://www.linkedin.com/in/travisparry/ ( LinkedIn) or https://www.travisparry.com/ (on the web) In this episode, Dr. Travis Parry helps us find balance in our lives by defining what BALANCE is, how it makes us more productive and how it will result in us living life on purpose while avoiding the "Workaholic Trap." Episode Quote: "The definition of a workaholic is someone who works more, yet, feels unfulfilled at work" "Values direct us. They are principles that guide our life. Goals are our plans to get there" John is an insurance industry veteran with decades of experience as a commercial insurance agent and agency owner. This show is available to listen to COMPLETELY FREE where ever you find podcasts. For more great content and resources be sure to join our free Insurance Huddle Facebook group for insurance professionals. There you can ask us questions that might be featured here on the podcast.  We look forward to seeing you in the Huddle!  This podcast is brought to you by CoverWallet for Agents, the easiest way to quote, bind and service your small business clients. All online and in minutes.  Like us onhttps://www.facebook.com/CoverwalletForAgents ( Facebook) Join ourhttps://www.facebook.com/groups/insurancehuddle ( Facebook group)  Watch Helpful Videos on https://www.youtube.com/channel/UCpsdDIUCWStLnVXVXDKafvw (YouTube) Subscribe to ourhttps://medium.com/coverwalletforagents ( Medium blog) Learn more on ourhttps://agents.coverwallet.com/?utm_source=captivate&utm_medium=referral&utm_campaign=podcast ( website ) Disclaimer: This podcast is intended for general information purposes only and is not represented to be error-free nor is it intended to constitute an offer, inducement, promise, or contract of any kind for you to rely upon. Any information and data linked to by CoverWallet are provided as a courtesy and are not intended to nor do they constitute an endorsement by CoverWallet. To get accurate information for your business and industry we recommend you contact a licensed insurance agent or attorney.
    Afficher plus Afficher moins
    39 min
  • Dr. Gleb Tsipursky teaches us how our cognitive biases are hurting our businesses and what to do about it.

    Dr. Gleb Tsipursky teaches us how our cognitive biases are hurting our businesses and what to do about it.
    Apr 22 2022
    This is the Insurance Huddle, the bi-monthly podcast for insurance newbies and industry veterans alike. This week we talk to Dr. Gleb Tsipursky the principal of https://disasteravoidanceexperts.com/ (Disaster Avoidance Experts), the best-selling author of https://www.amazon.com/Never-Your-Gut-Pioneering-Decisions/dp/1632651629 (Never Go With Your Gut), speaker, and business consultant. Connect with Dr. Gleb Tsipursky onhttps://www.linkedin.com/in/dr-gleb-tsipursky/ ( LinkedIn), https://www.facebook.com/DrGlebTsipursky/ (Facebook), or https://disasteravoidanceexperts.com/ (on the web) In this episode, Dr. Gleb Tsipursky Teaches us how to overcome our cognitive biases and how our instincts may be hurting our businesses Episode Quote: "What's comfortable for you to do right now is what you did yesterday, but the world is not like it was yesterday" John is an insurance industry veteran with decades of experience as a commercial insurance agent and agency owner. This show is available to listen to COMPLETELY FREE where ever you find podcasts. For more great content and resources be sure to join our free Insurance Huddle Facebook group for insurance professionals. There you can ask us questions that might be featured here on the podcast.  We look forward to seeing you in the Huddle!  This podcast is brought to you by CoverWallet for Agents, the easiest way to quote, bind and service your small business clients. All online and in minutes.  Like us onhttps://www.facebook.com/CoverwalletForAgents ( Facebook) Join ourhttps://www.facebook.com/groups/insurancehuddle ( Facebook group)  Watch Helpful Videos on https://www.youtube.com/channel/UCpsdDIUCWStLnVXVXDKafvw (YouTube) Subscribe to ourhttps://medium.com/coverwalletforagents ( Medium blog) Learn more on ourhttps://agents.coverwallet.com/?utm_source=captivate&utm_medium=referral&utm_campaign=podcast ( website ) Disclaimer: This podcast is intended for general information purposes only and is not represented to be error-free nor is it intended to constitute an offer, inducement, promise, or contract of any kind for you to rely upon. Any information and data linked to by CoverWallet are provided as a courtesy and are not intended to nor do they constitute an endorsement by CoverWallet. To get accurate information for your business and industry we recommend you contact a licensed insurance agent or attorney.
    Afficher plus Afficher moins
    39 min
  • Block Chain Technology, Cyber Risks, ADA Compliance and more! A chat with ACT.

    Block Chain Technology, Cyber Risks, ADA Compliance and more! A chat with ACT.
    Apr 8 2022
    This is the Insurance Huddle, the bi-monthly podcast for insurance newbies and industry veterans alike. This week we talk to Ron Berg and Ginny Winkworth from the https://www.independentagent.com/ACT/ (Agents Council for Technology). Where the industry's leading technology experts provide blueprints on disaster planning, cybersecurity, customer experience, and other emerging trends to help your agency. In this episode, Ron and Ginny teach us about the unique technology needs of today's insurance agents, the risks associated with working remotely, the importance of having a disaster plan, and how Cyber Security and ADA are connected. Episode Quote: "I think every agent out there has their own technology bubble. We get to our level of where we think is comfortable. And then we stay there " John is an insurance industry veteran with decades of experience as a commercial insurance agent and agency owner. This show is available to listen to COMPLETELY FREE where ever you find podcasts. For more great content and resources be sure to join our free Insurance Huddle Facebook group for insurance professionals. There you can ask us questions that might be featured here on the podcast.  We look forward to seeing you in the Huddle!  This podcast is brought to you by CoverWallet for Agents, the easiest way to quote, bind and service your small business clients. All online and in minutes.  Like us onhttps://www.facebook.com/CoverwalletForAgents ( Facebook) Join ourhttps://www.facebook.com/groups/insurancehuddle ( Facebook group)  Watch Helpful Videos on https://www.youtube.com/channel/UCpsdDIUCWStLnVXVXDKafvw (YouTube) Subscribe to ourhttps://medium.com/coverwalletforagents ( Medium blog) Learn more on ourhttps://agents.coverwallet.com/?utm_source=captivate&utm_medium=referral&utm_campaign=podcast ( website ) Disclaimer: This podcast is intended for general information purposes only and is not represented to be error-free nor is it intended to constitute an offer, inducement, promise, or contract of any kind for you to rely upon. Any information and data linked to by CoverWallet are provided as a courtesy and are not intended to nor do they constitute an endorsement by CoverWallet. To get accurate information for your business and industry we recommend you contact a licensed insurance agent or attorney.
    Afficher plus Afficher moins
    44 min