Afleveringen
-
In this conversation, Matthew Vega-Sanz interviews TJ Hooper from Hooper Agency, a second-generation insurance agency. They discuss various topics related to the insurance industry, including the evolution of the agency, the importance of customer service, the use of virtual assistants, and the impact of AI on the industry. TJ shares his insights and experiences, highlighting the need for flexibility and adaptability in the changing market. He also acknowledges the potential benefits and concerns of AI in insurance. Overall, the conversation provides valuable insights into the challenges and opportunities in the insurance industry.
01:16 Getting into Insurance
02:08 Evolution of the Agency
03:30 Customer Service in Insurance
04:41 Adapting to Changing Markets
05:57 The Importance of Service
07:00 Utilizing Technology: Virtual Assistants
08:11 Enhancing Web Presence and Communication
10:18 Flexibility and Customer Experience
11:16 What Excites About Insurance
13:05 Virtual Assistants and BPO Services
15:28 Concerns and Thoughts on AI
-
In this episode, host Matthew Vega-Sanz interviews Boss Fetty, an insurance agency owner, about his journey in the insurance industry and the role of artificial intelligence (AI) in insurance. Boss shares how he started in insurance and his transition from working at State Farm to becoming an independent agency owner. He discusses the benefits of the independent route and the importance of finding a niche in the insurance market. The conversation then shifts to the rise of AI in insurance and the need for insurance professionals to embrace and integrate AI into their businesses. Boss highlights the potential of AI to increase efficiency and improve customer service.
01:02 Getting Started in Insurance
03:02 Exploring Different Insurance Routes
04:36 Finding a Niche in Insurance
07:15 The Rise of Artificial Intelligence in Insurance
08:27 The Importance of Embracing AI
09:22 Implementing AI in the Insurance Business
10:40 Evaluating Emerging Technologies
12:03 The Human Touch in the Age of AI
13:34 The Value of AI Designed for Insurance
-
Zijn er afleveringen die ontbreken?
-
Maria Vila, past executive of the largest Hispanic Insurance Agency Association in the country, shares her journey in the insurance industry and the fulfillment it brings. She emphasizes the importance of insurance in people's lives and the opportunity for agents to be part of significant moments. Maria also discusses the importance of providing excellent customer service and the value of associations like LAIAA in helping agents level up. She highlights the need for agents to embrace new technologies and find ways to implement them effectively.
01:08 Getting into Insurance
03:05 The Fulfillment of Working in Insurance
04:20 Providing Excellent Customer Service
06:05 Overcoming Challenges as a Woman in the Insurance Industry
07:16 The Importance of Insurance Associations
09:22 The Latin American Association of Insurance Agencies
10:57 Evaluating and Implementing New Technologies
13:54 Use Cases for Technology in Insurance
15:01 The Power of the Human Connection
18:43 Excitement in the Insurance Community
-
Elis Humana, owner of Conexion Insurance Agency, shares her journey into the insurance industry and the importance of attracting younger generations. She emphasizes the vitality of insurance and the relatively low barrier to entry. Elis discusses her experience in both personal and commercial insurance and how she learned the industry through reaching out to underwriters and studying guidelines. She also highlights the importance of implementing technology and AI to automate repetitive tasks and improve efficiency. Elis navigates the challenges of being a young agent in an industry dominated by older professionals and expresses excitement for the future of insurance and the disruptive potential of technology.
01:26 Interest in Insurance and Attracting Younger Generations
02:16 The Vitality of Insurance and Barrier to Entry
03:27 Personal and Commercial Insurance
04:10 Learning the Insurance Industry
05:05 Transitioning to Entrepreneurship
06:31 Choosing Tools and Technology for the Agency
08:58 Evaluating Trends and Implementing AI
11:32 Implementing AI in Day-to-Day Operations
13:26 Analyzing the Cost and ROI of Technology
16:16 Navigating the Insurance Industry as a Young Agent
18:30 Excitement for the Future of Insurance
-
In this episode, Matthew Vega-Sanz interviews Nick and Erin Rains from Rains Insurance Agency. They discuss their journey into the insurance industry, the challenges of the current hard market, and the importance of providing exceptional service to clients. They also talk about the keys to their long-term business success and how they evaluate new technologies, particularly AI, in the insurance industry. The conversation highlights the potential of AI to improve efficiency and customer service in insurance agencies.
03:48 The Challenges of the Insurance Industry
07:36 The Importance of Service in a Hard Market
09:20 Adapting to the Changing Insurance Landscape
12:12 Keys to Long-Term Business Success
16:33 Evaluating New Technologies in the Insurance Industry
20:26 Exploring the Use of AI in Insurance
22:12 Conclusion and Final Thoughts
-
In this episode, host Matthew Vega-Sanz interviews Jason Killings, an insurance agency owner and startup founder, Jason Killings. Jason shares his unique journey from being a pilot to entering the insurance industry. He discusses the distribution channels that have worked for his agency and the shift towards online operations. Jason also talks about his experience transitioning from a producer to an executive and managing multiple roles. He explains the inspiration behind his startup, LeadVault, and how it utilizes AI in insurance processes. Jason emphasizes the importance of embracing technology and the value of insurance in society.
01:35 Agency Ownership and Insurance Focus
02:20 Distribution Channels and Office Operations
03:40 Utilizing Text Messaging and Online Presence
06:06 Transitioning from Producer to Executive
07:25 Managing Multiple Roles and Launching LeadVault
09:02 Inspiration for LeadVault and Unique Features
10:00 Balancing Insurance and Startup Founder Roles
10:54 Success Factors for Insurance Agencies
11:57 Evaluating Technology Trends in Insurance
12:13 AI as a Tool for Efficiency and Customer Service
16:01 Using AI in Surplus Lines Renewals
17:35 Addressing Doomsday Preppers and AI Skeptics
18:59 The Value of Insurance and Embracing Technology
24:13 Excitement for the Insurance Industry
-
In this conversation, host Matthew Vega-Sanz interviews Alexis Gutierrez, successful agency owner of New Era Insurance. They discuss Alexis' journey in building a thriving business in insurance, starting with no industry experience or contacts. Alexis emphasizes the importance of asking questions and seeking help to grow in the industry. They also explore the role of psychology in sales and the benefits of continual learning. The conversation highlights the potential of AI in insurance, particularly in enhancing the client experience and improving marketing efforts. Alexis shares her insights on implementing AI and the opportunities it presents for agency owners.
--
Building a Thriving Business in Insurance
Getting Started in the Insurance Industry
Focus on Personal Lines and Commercial Lines
Experience with Non-Admitted Lines
The Importance of Asking Questions
The Role of Psychology in Sales
Continual Learning in the Insurance Industry
The Benefits of Asking for Help
The Role of AI in Insurance
Implementing AI in the Agency
Opportunities for AI Implementation
AI in Marketing
The Benefits of AI in Insurance
-
This week we're joined by Bradley Flowers, founder of Portal Insurance, discusses his journey in the insurance industry and the importance of embracing innovation. He shares how he started Portal and the role technology plays in enhancing customer experience.
(03:24) Starting Portal and Embracing Innovation
(04:42) Personal Lines and Commercial Insurance
(06:36) Filling the Gap in the Market
(08:25) Understanding Customer Needs
(09:35) Empathy in Customer Interactions
(14:12) Entrepreneurial Drive
(17:19) Scaling the Business and Delegation
(19:50) Adopting Technology and AI
(24:24) Learning from Experience and Taking Risks
(26:42) The Role of AI in the Insurance Industry
(34:08) Embracing Technology and Learning from Other Industries
(36:53) Lessons from Steve Jobs
Sign up for this week's Webinar here! https://us06web.zoom.us/webinar/register/5717054228569/WN_ngLbUvRIQG6TSGz9gBg4bg
-
In this episode, Matthew Vega-Sanz interviews Clayton Joyner, an agency owner in the insurance industry, about the impact of AI on insurance agencies. Clayton shares his background in the industry and how he got started in insurance. They discuss the long game of insurance and the potential for building a successful career in the industry. They also explore the importance of embracing technology, including AI, in order to stay competitive and provide better service to customers. Clayton shares his plans for implementing AI in his own business and how it can enhance accessibility and service. Overall, the conversation highlights the benefits of AI in the insurance industry and the potential for growth and success.
(03:00) The Long Game of Insurance
(08:59) The Importance of Embracing Technology
(13:14) The Impact of AI on the Insurance Industry
(19:28) AI Enhancing Accessibility and Service
(23:05) Using AI in the Insurance Business
(25:30) The Benefits of AI in Insurance
Interested in using AI for your Insurance Agency? Follow this link to meet GAIL: https://shorturl.at/knHX4
-
In this episode, host Matthew Vega-Sanz interviews Justin Spettel from Core Insurance. They discuss various topics related to the insurance industry and the use of AI technology. Justin shares his journey into the insurance industry and the importance of investing in self-development. They also discuss the value of insurance and the challenges of gaining the respect of buyers. Justin highlights the benefits of building a company on technology and the potential of AI in insurance. They explore the effective use of AI in tasks such as writing cover letters and generating marketing materials. The conversation concludes with a discussion on the impact of AI on the insurance industry.
(01:01) Why Insurance?
(02:16) Investing in Self-Development
(03:31) The Value of Insurance
(04:32) Gaining the Respect of Buyers
(05:37) The Importance of Insurance Knowledge
(06:20) Building a Company on Technology
(07:37) Expanding into Personal Insurance
(08:45) Team Structure and Virtual Assistants
(10:16) The Value of In-Person Collaboration
(10:56) The Role of AI in Insurance
(12:23) Effective Use of AI in Insurance
(14:20) The Benefits of OpenAI's Tools
(15:37) Dolly: AI Image Generation
(16:21) AI's Impact on Insurance
-
In this episode, Matthew Vega-Sanz interviews Duncan and Rob from Green Lite Insurance. They discuss their journey into the insurance industry and their experiences in both personal and commercial lines. They also talk about the challenges and enjoyment of working in insurance, as well as the impact of technology on the industry. The conversation concludes with a discussion on growth strategies for insurance agencies.
(00:48) How they got into insurance
(03:18) Personal vs Commercial Insurance
(04:21) Challenges in the Insurance Industry
(07:22) The Enjoyment of Insurance
(11:11) The Trend of Technology in Insurance
(16:30) The Future of Insurance Agencies
(17:46) Discussion of Growth Strategies
Learn more today: https://onboarding.lula.is/gail?utm_medium=social&utm_source=FB&utm_campaign=1-25
Register for our upcoming Webinar here: https://us06web.zoom.us/webinar/register/5717054228569/WN_WHhoIoLPRYyizjdSjc_6kQ#/registration
-
In this episode, Matthew Vega-Sanz interviews Wayne Alling, an agency owner, about his background in the insurance industry and his views on AI. Wayne shares how he got into insurance and the types of insurance he sells. He discusses the breakdown of his book of business, with a focus on personal lines and a growing commercial business. Wayne also talks about his team of agents and their use of a virtual assistant from the Philippines. He highlights the importance of customer service and the renewal aspect of insurance. Finally, Wayne shares his thoughts on AI, seeing it as a tool that can help agents be available 24/7 and focus on revenue-generating activities.
02:00 Getting Into the Insurance Industry
07:20 Book of Business and Focus
08:52 Team and Outsourcing
10:52 Favorite Part About Working in Insurance
12:43 Views on AI in the Insurance Industry
15:12 Optimizing for Customer and Employee Experience
20:01 Future Plans for Using AI in the Agency
Want to use GAIL for your business?
Learn more today: https://onboarding.lula.is/gail?utm_medium=social&utm_source=FB&utm_campaign=1-23
Register for our upcoming Webinar here: https://us06web.zoom.us/webinar/register/5717054228569/WN_WHhoIoLPRYyizjdSjc_6kQ#/registration
-
In this conversation, Brandon Rondon, owner of Rondon Insurance Services, shares his insights and experiences in the insurance industry. He discusses his journey of starting his own insurance business and the challenges he faced. Brandon also discusses the impact of technology trends, such as AI, in the insurance industry and how he evaluates and implements new technologies in his agency.
Introduction and Background (00:48)
Starting an Insurance Business (02:19)
Captive vs Independent Insurance Agencies (03:44)
Choosing an Agency Management System (05:13)
Success Factors for Insurance Agencies (06:19)
Using Video Quotes to Increase Closing Percentage (08:10)
Creative Solutions for Agency Growth (11:20)
The Impact of Technology Trends in Insurance (14:36)
The Role of Artificial Intelligence in Insurance (16:00)
Empowering Agents to Evaluate and Implement Technology (19:39)
Meet GAIL: The leading voice, text, and email powered AI tool built to lower Customer Acquisition and Support Costs. Join the Waitlist: www.meetgail.com
