From "Placing Insurance" to True Risk Advisory | with Andy Bassett episode artwork

EPISODE · Feb 10, 2026 · 46 MIN

From "Placing Insurance" to True Risk Advisory | with Andy Bassett

from Accelerate Your Insurance Sales Podcast · host Andy Neary

Most agencies are stuck in the trap of "placing insurance" - chasing quotes, competing on price, and hoping for a renewal. But the agencies that are actually scaling have stopped selling products and started selling strategy. If you want to escape commoditization, you must make the shift from insurance broker to true risk advisor.My guest, Andy Bassett, CEO of Ellerbrock-Norris, joins me to explain exactly how they successfully made this transition. Andy reveals how they digitized this process with their own software, "Launch," why marketing has become their most powerful recruiting tool, and how to automate the mundane to focus on the meaningful.▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaKEY MOMENTS(0:00) From "Placing Insurance" to True Risk Advisory | with Andy Bassett (2:15) The Origin Story: From Pre-Med to Shag Carpet Walls (5:14) "Protect Your Purpose": Aligning Business, Life, and Future (8:44) The ENCORE Framework: How to Operationalize Risk Management (15:29) Why Your Marketing is Your Best Recruiter (27:30) The "Trojan Horse" Strategy: Charging for Advice Before the Sale (31:26) Digitizing the Client Experience with "Launch" (35:58) AI in Insurance: Automating Policy Audits to Focus on Strategy (43:13) Andy’s Routine: 5 AM Cold Plunges and "Die With Zero"CONNECT WITH ANDY NEARY📲 Schedule a free discovery call:completegameu.com/agaSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/

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From "Placing Insurance" to True Risk Advisory | with Andy Bassett

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