Afleveringen
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In this episode, James talks with Brandon Rondon, Owner of Rondon Insurance Services. To learn more about Rondon Insurance Services, visit https://www.rondonins.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Transition from MMA to insurance
Approach to sales and client relationships
Insights on leadership and team building
Effective use of feedback within teams
Strategies for personal and professional growth
The role of constructive criticism in development
Integrating new technologies and systems in business operations -
In this episode, James talks with Sandra Gebhardt, an Online Marketing Strategist. To learn more about Sandra Gebhardt Digital Marketing, visit https://sandragebhardt.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Sandra's entry into the insurance industry and transition to marketing
Importance of personal branding in marketing
Using organic social media to enhance business growth
Tips for optimizing marketing strategies and community involvement
Benefits of a Fractional Chief Marketing Officer
Challenges faced by insurance agents and strategies for success -
Zijn er afleveringen die ontbreken?
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In this episode, James talks with Patrick Murakami, Owner of Uprise Unlimited Coaching and Consulting. To learn more about Uprise Unlimited Coaching and Consulting, visit https://upriseunlimited.net. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Patrick's family military background and its impact
Overcoming personal challenges
Career transition from call centers to owning an insurance agency
Utilizing social media and AI in business growth
Patrick's approach to customer relationships and service
Leveraging Facebook groups for community and business development
Innovations in using ChatGPT for business efficiency and client engagement -
In this episode, James talks with Tyler Woodall, Founder of Agency Aid. To learn more about Agency Aid, visit https://agency-aid.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Tyler's entry and evolution in the insurance industry
Transition to agency ownership and adoption of VAs during COVID
Challenges of managing an insurance agency and solutions through VAs
Development of a comprehensive training program for VAs
Decision process and execution of selling his insurance agency
Use of remote talent in the insurance industry
Overview of Tyler's current business, Agency Aid, and its offerings -
This is the final of three episodes recorded live in New Orleans at Accelerate presented by NetVu and Vertafore.
In this episode, James talks with Syd Roe, Director, Agency Marketing at Vertafore. To learn more about Vertafore, visit https://www.vertafore.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Syd Roe's career journey from family insurance agency to Vertafore
The creation and mission of AgencyOne at Vertafore
Challenges and solutions for integrating various tech products in insurance
The role of data and technology in the future of insurance agencies
The importance of offering choice and independence in insurance technology
How Vertafore’s Orange Partner Program supports integration and choice for agencies
Syd's philosophy on leadership and work culture in the tech industry -
Recorded live on location at Accelerate 2024 in New Orleans, LA.
In this episode, James talks with Raution Jaiswal, Founder of InsuredMine. To learn more about InsuredMine, visit https://www.insuredmine.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
InsuredMine’s emphasis on serving larger agencies with a minimum of 10 seats to deliver more significant value
Noteworthy adoption among top agencies, with 14 out of the top 50 using InsuredMine
Flexible platform configurations allow customization to fit diverse agency workflows
Upcoming CRM 2.0 features include advanced deal predictability and enhanced data integration
Continuous enhancements driven by user feedback, aiming for 600-700 new features annually
Future focus on AI and natural language processing to improve usability and data handling -
In this episode, James talks with Chris Cline, the Executive Director of the Agents Council for Technology with Big I. To learn more about Agents Council for Technology with Big I, visit https://www.independentagent.com/act. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Introduction to Chris Cline and his role as Executive Director of the Agents Council for Technology with Big I
The Big I’s national model and its impact on State Chapters
Chris Cline's diverse career journey
The inception and evolution of technology in insurance
Impact of relationships and networking in the industry
Future of the Agents Council for Technology and its role in enhancing industry collaboration
Chris' perspective on personal and professional growth -
In this episode, James talks with Niki Henley, Owner of Extra Mile Insurance Solutions. To learn more about Extra Mile Insurance Solutions, visit https://www.extramileins.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Niki shares her early career path and rapid shift to agency ownership
Importance of technology and automation in scaling insurance operations
Utilization of social media and video for market leadership
Strategies for navigating hard market conditions effectively
Emphasis on education and learning within the insurance field
Challenges and opportunities of running an agency in a competitive environment -
In this candid and revealing conversation, James interviews the three most senior members of the RiskWell team. This special two-part episode gets into origin stories, and personal anecdotes and goes deep into how RiskWell operates in the marketplace.
To learn more about RiskWell, visit https://www.riskwell.com.
Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Implementing structured processes in insurance
Specialization and scalability in business operations
Leveraging past experience for better client relationships
Adapting services to client needs and service improvement
Enhancing team dynamics and communication
Strategies for future growth and maintaining client relationships -
In this candid and revealing conversation, James interviews the three most senior members of the RiskWell team. This special two-part episode gets into origin stories, and personal anecdotes and goes deep into how RiskWell operates in the marketplace.
To learn more about RiskWell, visit https://www.riskwell.com.
Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Introduction of the Executive team at RiskWell and their roles in the agency
Reflections on the growth and evolution of the podcast from its early episodes
The challenges and advantages of working remotely and the dynamics it brings to the team
Insights into the culture of innovation and willingness to experiment within the agency
Discussion on the impact of personal growth on professional development within the company
Exploration of the unique management style and team interactions at RiskWell
Plans and visions for the future of RiskWell and its continued evolution -
In this episode, James talks with Beaux Pilgrim, Owner of Reed Insurance. To learn more about Reed Insurance, visit https://www.reedinsla.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Beaux Pilgrim's introduction to the insurance industry through family connections
The evolution of Beaux's career from commercial lines to agency owner
Navigating the dynamics of working with family in the business
Strategies for adapting and growing an insurance agency in a rural setting
The significance of building relationships with municipal clients and the community
Launching a remote staffing company to address industry-wide challenges in talent acquisition
Insights into maintaining work-life balance while managing multiple ventures -
In this episode, James talks with Ryan Englund, Founder of Englund Insurance Group. To learn more about Englund Insurance, visit https://www.englundins.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Ryan Englund's early career and the pivotal decision to enter the insurance industry
The evolution of Ryan's career from captive to independent agent
Challenges and triumphs of transitioning in the insurance industry
The impact of technology and personal relationships on business growth
Ryan's advice for insurance professionals considering a similar transition
The importance of family support and team collaboration in achieving business success
Ryan's vision for the future of his agency and the insurance industry -
In this episode, James talks with Nathan Hirsch, Co-Founder of TrioSEO. To learn more about TrioSEO, visit https://trioseo.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
What drove Nathan to become an entrepreneur and his early efforts in dropshipping on Amazon
Startup and sale of FreeUp, a freelancing platform, and virtual assistant recruiting and management lessons
Virtual assistants in Nathan's firms, stressing Filipino workers' quality and influence
Starting Outsource School to educate entrepreneurs their hiring methodology
Launching new businesses after FreeUp sale, like TrioSEO and an e-commerce accounting service -
In this episode, James talks with Brett Young, CEO of Erb and Young. To learn more about Erb and Young, visit https://www.erbandyounginsurance.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
The impact of mentorship and network marketing on career trajectory
Creating a voluntary army through positive culture and team building
The shift from network marketing to the insurance business
The importance of personal development in business success
Leveraging technology and community for growth in the insurance industry
Strategies for building a successful insurance agency in challenging markets -
In this episode, James talks with Taylor Garcia, President of Jackson & Jackson Insurance. To learn more about Jackson & Jackson Insurance, visit https://jjinsurance.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Taylor Garcia's unique transition from musician to insurance professional
The importance of content creation and personal branding in the insurance industry
Navigating generational shifts within a family-owned insurance agency
Strategies for maintaining the legacy of a longstanding agency while injecting new, innovative ideas
The role of authenticity and personal interests in connecting with clients and building lasting relationships
Leveraging creative skills to offer additional value to clients and the community
Adapting to changes within the industry and embracing new opportunities for growth -
In this episode, James talks with Ben Criss, Owner of Strong Insurance. To learn more about Strong Insurance, visit https://www.stronginsuranceinc.com/. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Introduction of Ben Criss and the backstory of his family-owned insurance agency
Challenges and strategies in transitioning to commercial insurance
Importance of knowing your numbers and financial literacy in executing a business pivot
The role of market access and rebranding in aligning with new business objectives
Insights on building a supportive team and fostering a shared vision for the future
The significance of specializing and finding your niche in the insurance industry -
In this episode, James talks with Kody Houk, Senior Sales Advisor at Premier Strategy Box/PADI. To learn more aboutPremier Strategy Box/PADI, visit: https://www.mystrategybox.com/premier-institute. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
The impact of specialization in the insurance industry
Ethical considerations and honesty in policy representation
The significance of continuous learning for insurance agents
The role of comprehensive training and resources for professional development
Building a community for collaboration and knowledge sharing
The importance of underwriter relationships
Strategies for handling a hard market in insurance -
In this episode, James talks with Peter Covill, Owner of Humphrey, Covill & Coleman Insurance Agency. To learn more about Humphrey, Covill & Coleman Insurance Agency, visit https://www.hcandcinsurance.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
Peter Covill's rich history in the insurance industry and the evolution of Humphrey, Covill & Coleman Insurance Agency
The impact of leveraging social media groups to enhance agency growth and community engagement
Strategies for building strong relationships with clients and stakeholders through personalized interactions and technology
Insights into adapting and thriving in a rapidly changing insurance market
The importance of automation, process improvement, and focusing on client experience to stay ahead
Advice for current and aspiring agency owners on building a solid foundation and being proactive in a challenging market -
In this episode, James talks with McKlane Bobbitt, Owner of Lone Star Equity. To learn more about Lone Star Equity, visit http://www.txlonestarequity.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
The entrepreneurial journey of McKlane Bobbitt from medical device sales to becoming a professional real estate investor
An in-depth look at wholesaling as a stepping stone in the real estate investment world
The importance of insurance policies in closing real estate deals and how they influence investor decisions
Strategies for navigating the current real estate market, with insights into flipping properties and timing investments
The critical relationship between real estate investors and their vendor partners, highlighting the significance of customer service in the insurance industry
Tips for insurance professionals on connecting with real estate investors, emphasizing the value of understanding the investor's business model and needs
McKlane's personal approach to selecting investment opportunities, balancing business needs with market conditions -
In this episode, James talks with Jessica Holder, and Keenan Rice, Owners of Eclipse Insurance Agency. To learn more about Eclipse Insurance Agency visit https://www.eclipseinsure.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.
Key Topics:
The backstory of Jessica and Keenan's entry into the insurance industry
The pivotal moments that led to their decision to start an independent agency
Challenges faced during the transition from captive agents to independence
The importance of niche specialization
Strategies for navigating a hard market and maintaining client relationships
The role of technology and processes in scaling an insurance agency
Future growth plans and the potential for acquiring other agencies - Laat meer zien