EPISODE · Jun 1, 2026 · 36 MIN
Your Winning Edge with Jon Pace
from Saleshandicapper: Your Winning Edge · host Skip Balch, The SalesHandicapper
- Growing a Multi-Generational Insurance Business with AI and Relationship FocusIn this episode, Skip Balch interviews Jon Pace, Chief Growth Officer at Choice Financial Group, about managing a diverse, multi-generational agency network in the insurance industry. They explore how technology, AI, and relationship-building strategies drive growth and operational efficiency in a complex, regulated environment.Main Topics Covered:- The evolution of Choice Financial Group as a 43-agency roll-up with five generations- The importance of relationship-building and emotional intelligence across generations- How AI is being explored for risk assessment, policy checking, and revenue management while maintaining data security- Strategies for managing growth in a highly cyclical, commoditized market- The role of long-term thinking, mentorship, and cultivating a regenerative, collaborative culture
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