Insurance Revolutionized

To finish out Season 1, we decided to do a 3-day Agency Owner to CEO Challenge to help set you up for 2024. On day 3 of the Challenge, we talk about how becoming aware of your ethos (mindset and limiting beliefs) will help you move from working in the business, to working on the business. The reason owners are stuck in their Zone of Excellence and unable to pivot to their Zone of Genius is because of mindset and limiting beliefs. We can tell you all day long how to increase efficiency and energy but if you don’t have the mindset and belief system to go along with it, you will fall back into old, reactive patterns. Stepping into the role of CEO requires you to step out of your comfort zone and change the way you think about things. → If you found this Challenge helpful, we invite you to check out our Agency Owner to CEO program. Book a call now so we can get to know you and you can get to know us. We have 3 spots left at our introductory price of $3,000. The price will go up to $5,000 in the New Year. Book a call here → Thank you for listening to this episode. This episode concludes Season 1 of the Insurance Revolutionized Podcast. If you liked it, share it, leave a rating or review, and subscribe! Stay tuned for Season 2, Coming Soon! → Learn more about Success Without Sacrifice at ⁠⁠https://linktr.ee/successwithoutsacrifice⁠⁠. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → We are booking guest speakers for Season 2 of the Insurance Revolutionized Podcast. If you'd like to be considered, please email us at ⁠⁠⁠[email protected]⁠⁠⁠.

To finish out Season 1, we decided to do a 3-day Agency Owner to CEO Challenge to help set you up for 2024. On day 2 of the Challenge, we talk about how to increase efficiency. All of the clients that start with us are stuck in “putting out fires” mode. The first few years of building an agency require owners to do everything and be everyone. Once your business is financially stable and you start adding team members, being reactive becomes less sustainable. It can start to create stress and resentment toward the business. After the first two coaching sessions, we help you go from being reactive to being proactive. You will have a clear roadmap of how to increase efficiency, so you can get back to what only you can do and what you love to do. → Interested in learning more about the Agency Owner to CEO program? Book a call now so we can get to know you and you can get to know us. We have 3 spots left at our introductory price of $3,000. The price will go up to $5,000 in the New Year. ⁠⁠ Book a call here ⁠ → Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe! → Learn more about Success Without Sacrifice at ⁠https://linktr.ee/successwithoutsacrifice⁠. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → We are booking guest speakers for Season 2 of the Insurance Revolutionized Podcast. If you'd like to be considered, please email us at ⁠⁠[email protected]⁠⁠.

To finish out Season 1, we decided to do a 3-day Agency Owner to CEO Challenge to help set you up for 2024. On day 1 of the Challenge, we talk about managing your energy. Your energy is your greatest asset. We find most agency owners spend 80% of their time in their zone of excellence (things they are good at but could be outsourced, delegated, or automated). These “little” tasks add up and steal your energy from your zone of genius (the intersection of your strengths, talents, and passions). To help you grow and scale your agency without resenting it, we help you set up your business so you can be in your zone of genius 80% of the time. → Interested in learning more about the Agency Owner to CEO program? Book a call now so we can get to know you and you can get to know us. We have 3 spots left at our introductory price of $3,000. The price will go up to $5,000 in the New Year. Book a call here → Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe!⁠⁠ → Learn more about Success Without Sacrifice at ⁠⁠https://linktr.ee/successwithoutsacrifice⁠⁠. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → We are booking guest speakers for Season 2 of the Insurance Revolutionized Podcast. If you'd like to be considered, please email us at ⁠⁠⁠[email protected]⁠⁠⁠.

Beth DeLaForest is President and Founder of Aspire Insurance Group Inc., a multi-location, full-service, boutique-style Independent Insurance Agency serving MN, WI, and IL. Beth started in the insurance industry in 2001 as a receptionist. In 2010 Beth made a bold move and left the agency she started with to start her own book of business from scratch ($0). In 2014, Beth took another leap of faith when she bought the book she had built and started Aspire Insurance Group, Inc., Aspire grew organically via word-of-mouth marketing until 2020 when Beth navigated her first acquisition. Currently, Aspire Insurance Group, Inc is a team of 9 and has a seven-figure valuation. Beth has a passion for company culture, modern-day leadership, innovation in the workplace, and growth and development. Throughout this journey, Beth has learned that our businesses, lives, and incomes will only grow to the edge in which we grow ourselves, and she looks forward to coming alongside others on this same growth path. → Key Takeaways: I always wanted to be in the helping profession. Being an independent brokerage allows me to be in an advisor role rather than a sales role. Purchasing leads is a hampster wheel, most people buy online for the lowest rates and aren't interested in forming a relationship. They'll continue to shop around. When networking, I've always had the mindset of what am I going to give and what will I learn, never what will i get out of this. Insurance is sales AND service. You cannot have one without the other. Our ideal client is someone who values our opinion and expertise. Someone who says, "What would you suggest?" We have a holistic approach, it's not about agency growth, but personal growth first and foremost. If I take really great care of my team, they'll take really great care of our clients. → Key Moments: [0:01] Introduction to Beth [3:42} The decision to leave State Farm and start her own company [8:53] The process of starting from scratch [14:04] How do you get leads? [19:09] Pushing for the next number vs. pushing for quality [24:48] How to make sure your culture is where you want it to be [26:00] Daily check-ins [29:27] How to help your team define success [37:57] The key missing piece for women in leadership [43:15] Personal growth equals business growth and fulfillment [50:00] How to get in touch with Beth → Follow Beth: Email: [email protected] Facebook: https://www.facebook.com/AspireInsuranceGrp Instagram: https://www.instagram.com/aspireinsurancegroup Website: https://www.aspireinsurancegroup.com/ → Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe! → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected] 

Amy Thomson founded Seen, a digital and experiential agency in 2011, and built the agency to £10 million in revenue in under five years and sold the business to WPP and Captivate group in 2017. The agency worked with Nike specifically on early-stage health tech and data analytics, which gave the springboard to building Moody. Thomson launched Moody as an MVP in 2019 and has taken the business from an idea to a £1M ARR scaling the business in 2023. Moody Month: Hormone Tracker App - Daily wellness for women, tailored to your cycle. Every day is a new day for our bodies and minds, check in with yourself daily using Moody Month. Receive a forecast about what’s happening in your body each day, and learn how to optimize your well-being with easy-to-achieve mood, food, and fitness advice. Find motivation and personalize your daily routine to give your body what it needs. → Key Takeaways: Understanding your hormones can elevate so many other aspects of your life. Burnout is a lack of understanding of how the systems and functions of our body actually work. As women, we must rethink how our health and wellness need to be central (not secondary) so that we can be more optimal and achieve the success we want. → Key Moments: [0:00] Who is Amy Thomson? [2:58] How stress and hormones impact your body [9:43] Pushing ourselves to our limit [13:09] Moody's approach to social media and hormones [17:47] Understanding the why behind wellness and self-care [21:59] How do you plan your work systems? [28:14] The mindset that comes with being successful [36:30] How to use the data and the information [39:49] How did you get to this point of development? [45:39] The difference between the free and paid programs [48:38] Hydration tips for women → Follow Amy: Email: [email protected] Facebook: https://www.facebook.com/moodymonth/ Instagram: https://www.instagram.com/moodymonth/ Website: https://moodymonth.com/ LinkedIn: https://www.linkedin.com/in/amy-thomson-ab056325/ → Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe! → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected] 

Charity and Brandon are a husband and wife team who own Insure Boost, LLC, a company that specializes in the ACA under 65 space. In this episode, Charity discusses the challenges of living and working from home, and how they have learned a lot about themselves and each other in the past 5 years of being in business together. By establishing boundaries and building a successful business, they have each found their place in the industry, within their home, and what truly motivates them. → Key Takeaways: Know your boundaries and have the (uncomfortable) conversations. Ask for what you need, whatever that might be. When you're confident in one area of your life, it shines through in other areas. If you're facing burnout, address it before you hit rock bottom and irreversible damage is done. Self-care has a very high return on investment. Be okay with giving to yourself. It's okay to strive for something. It's ok to be ambitious. It's okay to go after the things you want in life. Don't take it as a failure if you need to take care of yourself, take time for yourself, and prioritize the things that are important to you. → Key Moments: [0:00] Charity's background [3:00] The challenges of starting a business without any income [9:37] The challenges of working closely with your spouse [16:24] How to create intentional time to be with your partner [19:13] Why women need to speak up for help [25:05] The importance of letting go and letting go of expectations [29:35] Do what you love to do [32:28] Taking care of yourself and your marriage [36:15] Know your boundaries and have the important conversations [41:43] Helping other women → Follow Charity Elliot: Email: [email protected] ACA Training Ground Facebook Group Booktrovert Reader Podcast → Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected] → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

In this solo episode, Host and Life and Business Success Coach Cheree goes through 6 ways to improve team culture and performance so that as an Agency Owner, you can motivate teammates in such a way that they're able to step up and you're able to step away. → Key Takeaways: It's important to fully understand yourself (first). Know your own stressors and triggers. Understanding your teams dynamics is vital to take a negative culture and turn it into a positive one. Mindset and the performance of one individual can affect the entire team. → Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe! → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected]  → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

Kathryn, also known as Kat, is a dedicated mother of four, including one child with special needs. Her passion lies in helping others, which she has pursued through a career in healthcare since 2007. Kathryn finds fulfillment in developing and motivating individuals by empowering, educating, and equipping them with the tools they need to succeed. With over 15 years of experience in medical and insurance fields, alongside a team of agents with 20+ years of experience, Kathryn aims to help others achieve the same success she has worked hard for. She is a part of Women of Insurance, an organization that supports women with an ambitious, driven community of like-minded professionals striving to help each other achieve success. Kathryn is committed to her clients and to helping others succeed and grow. → Key Takeaways: Take care of your clients like they're your family. Lazy Prospecting - If you're in Medicare, schedule, a "How to Effectively Bill Medicare" lunch and learn with Dr.'s offices. Establish a mutual relationship, doctors will send clients who need insurance assistance. Retirement is where I find the most fulfillment because I'm helping client's income plan so that they don't outlive their money. Always do the right thing, because it will always come back to you. Advocate for your community. Senior citizens were being kicked out of their community center and it upset me because a lot of my medicare clients are widowed or their children have moved out of the area and don't come around much anymore. These centers are their only lifeline. I spoke at a City Council meeting on behalf of the Senior Citizen Center, its patrons, and the community at large, and was successful in keeping it open. A master of all is a master of none. I joined Women Of Insurance and it's been the best thing to happen for me. WOI is the only female-owned and operated national organization focused exclusively on providing training and support to women who work within the insurance industry. Advice: Seek mentorship or a community that will support you and is there for you no matter what. More advice: Look for a "home" whether it's an upline or a person who will mentor you and help you grow regardless of what that is. Growth is how you'll get there and succeed. → Key Moments: [0:00] How Katherine got into the Insurance Industry [3:03] Background in healthcare [12:47] The importance of writing down your final expenses [18:09] The importance of giving back to the community [23:45] How the group Women Of Insurance helped [29:36] How to build a team [35:09] Heart to serve others [39:53] Where to find a mentor → Follow Kathryn "Kat" Arnold: Email: [email protected] Facebook: https://www.facebook.com/SLALegacy → Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrificeWe're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected]  → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

Teresa comes from an "insurance family” with her Dad (Frank Bilder) and mother working in the insurance industry as she was growing up. She initially decided to pursue something outside of insurance and after earning a degree in Elementary Education, she taught 5th grade English in the DeSoto ISD until staying home to raise her children for nine years. In 2003, Frank wanted to pursue opening an independent agency and Teresa agreed to be the agency principal/agency owner. She actively participated in the agency while raising her two children. Now, she has the privilege of coordinating the Sterling Insurance Team, developing agency technology and implementing the vision for the agency. She has a passion for mentoring and speaking which is apparent in her YouTube videos, social media posts, podcast, and her speaking opportunities around the country. She also coordinates a “mastermind,” where she shares her time and talents with other insurance agency owners to help them achieve success in the industry and in general. → Key Takeaways: The pivot (whether in life or business) is often the hardest. What happens in life affects business. What happens in business affects life. From the start, Teresa wanted to orchestrate her agency differently. She had VAs and VOIP well before most and continued to make changes and adjustments along the way. Goal: Team of people who love their job and love what they do but also have the personal freedom to be the people they want to be. As you reach certain milestones in your career and agency, your vision is going to completely change. You always think, “Oh, (fill in the blank) is when I’ll be happy.” Let go. We are not the Queen of everything. Expectation for Team Members: How did you already try to solve this (before coming to me)? She expects that they'll go back and fix it (and learn from it). Began asking her team and children, “Do you want advice, do you want me to listen, or do you want me to be your champion?” You do you, Boo. Release responsibility of others and just be there when and how you’re needed. → Key Moments: [0:01] Who is Teresa Kitchens [2:17] Jumping into the Insurance Industry [4:35] Selling the CRM System [8:42] Apologize for mistakes [10:28] What's Teresa's vision? [16:06] Creating a different vision for yourself [24:25] Life is a series of seasons [28:25] How to avoid burnout [32:41] The importance of prioritizing self-care [38:36] Helping people find their own way [42:09] Redemption in all areas of life [44:45] The importance of letting go of control [48:23] Finding what is significant to you [52:18] Advice for people who are just starting an agency [1:01:56] Grief is not just about death of a Mother [1:05:22] Taking time to process and heal [1:08:25] Advice on how to deal with grief → Follow NAME: Email: [email protected] Facebook: https://www.facebook.com/sterlinginsurancegrouptx Instagram: https://www.instagram.com/sterlinginsurancetx Website: https://www.sterlinginsnow.com → Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected] → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

Dawnyel is known industry-wide for her leadership and steadfast resolve in understanding and empowering women. Throughout her work in the insurance industry and in her busy life, she has become a strong female contributor in a male-dominated industry. In the last two decades, Dawnyel has grown as a person and as a business owner. Dawnyel is the first to tell you that working on one’s self is never over. It is a lifelong journey of continuing to learn and remaining aware. Today, she is sharing these lessons with her Mom. When asked, “What still scares you,” she will tell you she still battles the fear of failure. Yet, through her conscious work on herself, she has learned that no one is perfect and neither is she. With this realization, she continues to strive to maintain a shit-free existence.  Dawnyel is married to her husband, Jason, and the two live in Northeast Mesa with their children, James Michael, Carter, and Savana, and dogs, Rea and Kronos. When not working or spending time with her Benefactors, she describes herself as a “crazy reader” with an eclectic mix of books on her Kindle. At any given time, she has a bedside stack of books, consisting of cookbooks (for her love of cooking), self-improvement books, fiction (for her book club membership), weird history books, and books on travel. She is also an avid golfer, often blending business with leisure by hitting the links. → Key Takeaways: You have every opportunity to redesign yourself and your wants and needs personally and professionally. Men and women not only communicate differently, but they perceive things differently. If someone is having a 'not so great' moment, we all need to give each other a little grace and give them the benefit of the doubt that it's just a bad day or moment in time. That's not who they are or always will be. Being underestimated isn't a disadvantage. Use it as your super power. Say, "They just don't know me yet" and live up to what you're capable of. Visualization is key. Ask yourself, "What would it look like if I completed what they thought I couldn't?" "How would that make me feel (if I completed it)?" "How can I make them feel awesome about it, too?" Always be thinking what the end result looks like. Check out Dawnyel's book, "Don't Project Your Shit On Me." Take on what's yours, but don't project it on to other people. → Key Moments: [0:00] How did you get into the Insurance Industry? [4:46] How do you stimulate conversations between men and women? [10:28] Learning how to communicate differently [14:17] Conflict between men and women in sports [20:18] Why being underestimated is not a disadvantage [25:16] Tips for being a female leader [28:56] The declaration of independence and mission behind it → Follow Dawnyel: Email: [email protected] Facebook: https://www.facebook.com/CLISelectAgencies Website: https://www.canyonlandsinsurance.com/ LinkedIn: https://www.linkedin.com/company/canyon-lands-insurance/ → Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe! → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected]  → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

Rachel's background is in Education, and she brings a unique perspective on advising and “educating” her clients everyday. Formerly a Pre-School Teacher, she has a passion for helping others understand and have access to a life of knowledge. Rachel is the VP of Earp Enterprises Inc, a National Marketing Organization for Life, Health, and Medicare products and a Founding Partner for EARPware, a revolutionary marketing and automation software. She is the Co-Founder of Connections in Action (CIA) Networking movement, a published author of historical fiction and poetry, a Podcaster with the show Heels, Handbags & Hustle as well as contributing author for WIIN and the Women of Insurance. Rachel loves connecting with people and encouraging others to become the best version of themselves. Looking for a robust CRM system built specifically for the insurance industry? We invite you to check out EARPware! We personally use and love the all-in-one marketing and sales platform capabilities. Visit https://bit.ly/SWSEARPware and get $100 off any package using our code SUCCESS. → Key Takeaways: It’s important to focus on your partnership with your Husband, open communication and alternating responsibilities are key.  When you’re burning the candle at both ends and we're not showing up as our best selves for ourselves, each other, or our children, that’s when you need to take a step back and assess what can be outsourced.  There’s been seasons in our life and business where we asked for help and hired for roles such as nanny. It helped immensely when building a business. Once we were over those seasons, we returned to our normal. Make sure you’re in alignment with the right types of people in your inner circle and business. Those people should encourage growth, offer support, have the same forward thinking goals, and want to see you succeed.  EARPware is a robust CRM software that allows you to streamline your business with one centralized platform that allows you to manage your contacts and nurture prospects and customers with automated follow-up technology. The future is bright and continues to grow with AI capabilities. Lead with values and your heart, not just going after sales and profit. The clients will come, every single time. → Key Moments: [0:00] Introducing Rachel Earp [3:03] The challenges of homeschooling as a parent [9:07] How to keep a healthy work-life balance [12:20] The importance of aligning with the right people [18:16] Social media integration and marketing [21:15] The value of AI [27:14] Leading with your values [31:35] Leading with your heart [35:16] What is it that you do? [40:37] It's not always easy to be successful [42:57] Boundaries for working as a couple [48:45] Advice for people who are time blocking → Follow Rachel: Email: [email protected] Facebook: https://www.facebook.com/rachelmarieearp Instagram: https://www.instagram.com/racheree/ Website: https://www.earpware.com/ → Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe! → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected]  → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

In this solo episode, Host and Life and Business Success Coach Cheree talks about the difference between a winning mindset vs. a fear of losing mindset and how it affects the decisions you make and the way you lead.  → Key Takeaways: Real-life application of a sports-related story of Team A and Team B that I’ll bring back to business. Even though business owners are not sports athletes and you think sports psychology doesn’t apply to you, it 100% does! Take a listen to find out how. How you lead and allow stress to impact you will also impact your team and the performance of your business. As a business owner, your stress will either control you or you will control it. → Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe!   → Learn more about Success Without Sacrifice at ⁠https://linktr.ee/successwithoutsacrifice⁠. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership.   → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at ⁠[email protected] ⁠   → Are you ready to take your business to new heights while maintaining balance and focus on your self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more -⁠ ⁠https://bit.ly/swsmastermind⁠⁠

Melissa Dillon, AKA “The Insurance Exam Queen," has helped thousands of people pass their insurance exam with her simple and easy explanations, memory tricks, and quips that you can't help but remember. She doesn't just explain the topic, she implants it in your mind so you recall it at your command when taking the exam. "The Insurance Exam Queen" is 5-star rated and helps create a sense of ease and confidence so you can hit the ground running when you begin your insurance career.  → Key Takeaways: Melissa found success working for corporations in the pre-licensing education field and quickly became the most requested instructor. In 2022, with her background as a middle school teacher and her love for the insurance industry, she started her own business and was able to teach in a more meaningful way that was in alignment with her values.  Myth: If you study the material over and over again and take the practice test and pass, you will easily pass the State exam. Melissa says this isn't the best advice or strategy because people don't learn by reading, we only retain about 10% that way. People struggle with those courses because they're just memorizing the material and not fully understanding the concepts behind it. Melissa started a YouTube channel and supportive Facebook Group and teaches material audio and visual. It's engaging well beyond reading.  There are so many well-qualified, educated, and incredible salespeople who could be working in insurance but because they can't pass the exam we lose them. Melissa's goal is not to lose them. She wants to keep them! (Too many people leave the exam demoralized after receiving a failing grade and think maybe insurance isn't for them.)  TIP: Mindset always. Whatever your mindset is about studying or taking the exam is crucial because if you are afraid or overwhelmed and think it's too much, what you believe to be true is what you will end up experiencing in your life. → Key Moments: [0:03] Meet the "Insurance Exam Queen" [1:49] How Melissa got into Insurance and teaching [7:46] Who needs the courses vs. who can do well on their own [14:03] Tips for preparing for the exam [18:53] How does the information work in Colorado? [21:33] The importance of mindset [27:22] The importance of having a belief in your core [32:53] The fear of failure and success [38:36] The importance of believing in yourself [41:20] How to overcome the scarcity mindset [46:34] Everything is working out! [52:55] Melissa's best friend → Follow Melissa Dillon AKA “The Insurance Exam Queen”: Email: ⁠⁠[email protected]⁠ Facebook: ⁠⁠https://www.facebook.com/theinsuranceexamqueen⁠⁠ YouTube: ⁠⁠https://www.youtube.com/@insuranceexamqueen⁠⁠ Website: ⁠⁠https://www.insuranceexamqueen.com → Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. → Learn more about Success Without Sacrifice at ⁠⁠https://linktr.ee/successwithoutsacrifice⁠⁠ We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on Insurance Revolutionized Podcast, please email us at ⁠⁠[email protected]  → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more -⁠⁠ ⁠https://bit.ly/swsmastermind⁠⁠

Lisa is a previous client of Cheree’s. It was their work together that led Cheree and Tarah to niche down specifically to female Insurance Agency Owners. After you listen to this two-part special, you’ll know exactly why. This is part 2 of Lisa’s life and business transformation she experienced through coaching, and how The RAMP Method helped Lisa and her team. In today’s second part episode, Lisa does a deep dive into creating a team dynamic that brings balance to her life and business using The RAMP Method. → Key Takeaways: After the first coaching session with Cheree, I felt exhilarated. I felt like there was hope again. The blinders came off. The cloud of confusion went away and there was some clarity. I could see the other side. I could see the beautiful view. I didn’t have to live under this almost oppression. The heavy dark cloud was gone.  Show up for yourself. Advocate for yourself. Listen to your body and spirit.  I had a business coach. I had a therapist. I needed someone to help me merge the two together. We often try to keep business and life separate and they are not separate. They have to co-exist and we have to learn how to make them work together.  → Key Moments: [0:00] Team members and team culture [2:33] The ripple effect of not taking action [6:51] Getting to the root of the problem [12:47] The importance of personal development and mental health [15:24] Why is your target market insurance? [20:05] Listen to your intuition [24:32] Learning to listen to your heart and body [26:51] How to say yes to what you want to do [31:07] Advice for women who are feeling burnout [36:44] The importance of understanding your cycle → Follow Lisa: Email: ⁠[email protected]⁠ Facebook: ⁠https://www.facebook.com/NorthtownIns⁠ Instagram: ⁠https://www.instagram.com/northtowninsurance⁠ Website: ⁠https://www.northtowninsurance.com⁠ → Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. → Learn more about Success Without Sacrifice at ⁠https://linktr.ee/successwithoutsacrifice⁠. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at ⁠[email protected]⁠  → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more -⁠ ⁠https://bit.ly/swsmastermind⁠⁠

Lisa is a previous client of Cheree’s. It was their work together that led Cheree and Tarah to niche down specifically to female Insurance Agency Owners. After you listen to this two-part special, you’ll know exactly why. Tune in over the next two weeks to hear about Lisa’s life and business transformation she experienced through coaching, and how The RAMP Method helped Lisa and her team. These 3 words are Lisa's compass: Jesus, connections, and learning. Learning from all of life's lessons, building meaningful connections with her family and friends, and serving God with her gifts are how she hopes to show up each and every day. Owning North Town Insurance in Spokane, WA, and sharing that experience with 5 other team members, including her husband and sister, is the vessel she gets to use to learn, connect, and bring value to her community. → Key Takeaways: We lead with values. One of them is ‘Irrational Generosity’. We’re able to show up and give well for things that matter and are important to us because we have the ability to.  Another value is ‘Engaged Connections’. To me, engaged means meaningful, intentional, present, and like-hearted. Insurance can be transactional or commodity, but we want to make space for families who want an insurance advisor or advocate. Trust is important to us. We’ll spend the time needed for those willing to invest and reciprocate. Yet another value is ‘Purposeful Growth’. We are intentional about growing. As individuals and as a company, we set a goal or vision and we invest in movement toward that goal or vision. Everyone has an annual budget that they can use towards their own personal development whether their own coaching or improvement courses, industry related or not. → Key Moments: [0:00] Who is Lisa LeBlanc [2:51] How Lisa got into the Insurance Industry [9:31] Shifting into a different direction [12:54] The retreat that changed her life [18:43] Commitment to coaching and the catalyst [24:40] Work-life balance [27:48] Leading with your values and decision making [32:59] North Town Insurance on Instagram [39:57] The value of taking time off → Follow Lisa: Email: [email protected] Facebook: https://www.facebook.com/NorthtownIns Instagram: https://www.instagram.com/northtowninsurance Website: https://www.northtowninsurance.com → Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected]  → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

Cheree Sauer discusses how to harness the power of your female physiology to increase productivity, reduce stress, prevent burnout, and overcome burnout. In This Episode: Your body and mind were not designed to be in peak performance 24/7, 365 Where men are more productive in a 24 hour period, women are more productive in a 28-day period Just like mother nature has four seasons, each with a purpose, so does your feminine cycle When you learn to work with your body, instead of against it, you will reduce overall stress and increase productivity → ⁠Links and Resources Mentioned: Moody Month on Instagram Book by Kate Northrup: "Do Less: A Revolutionary Approach to Time and Energy Management for Ambitious Women" *Please note that as an Amazon Associate and affiliate with other companies, we may earn a commission from qualifying purchases. → Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe! → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected]   → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

Cheree breaks down what the RAMP Method is, where it came from, and how it is revolutionizing the way female agency owners do business. → In this Episode: The RAMP Method gives a tangible framework to help improve work-life balance RAMP stands for Rest, Align, Master, Peak and is based off the proven scientific method that creates Olympic Gold Medalists. The RAMP Method is designed to help you protect your time and energy so you can have a successful business while being fulfilled. → Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe! → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected]  → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

Cheree shares a story about an athlete she worked with who had the potential to become an Olympic swimmer but ended up burnout. She shares ways to recognize, prevent, and overcome burnout as an agency owner. → In this Episode: Create seasons of rest and peak performance within your business Harness the power of your female physiology Change your belief and perspective about work-life balance Let go of your fear of releasing control → If you are feeling burnt-out and unsure how to move forward, we invite you to book a complimentary discovery call with us https://bit.ly/SWSAssessmentCall → Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe! → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected]  → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive Success Without Sacrifice Mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

Leslie Shields-Botvidson is the proud owner of The Shields Agency, a female-driven insurance agency specializing in Individual, Medicare, and Small Group Benefits. To better serve clients, The Shields Agency recently expanded into the property and casualty markets. The company thrives by providing clients with high-quality service and treating them with integrity and honesty. After working with several national health insurance companies for six years, Leslie started her own independent agency in November 2019, which has seen tremendous growth in the last three years. In addition to her work at The Shields Agency, Leslie is an active member of the EO, Entrepreneur's Organization, where she is the MyEO Women's National Delegate and incoming Social Chair on the local board. She is active in the Fort Worth community and is President of the West Meadowbrook Neighborhood Association. She enjoys spending time with her family. Her toddler, Harrison keeps her and her husband, Chris, very busy. They are lucky to have family in the area, both having grown up in North Texas. The Botvidsons enjoy camping, traveling, and spending time with family in Wisconsin. Leslie also has a passion for animal rescue, gardening, reading, and cooking. Leslie was recently featured in 2021 - Fort Worth 40 Under 40 Honoree 2022 - American Heart Association Fort Worth Woman of Impact Nominee, Benefits Pro Magazine, Canvas Rebel, and as a Podcast Guest on The Jeff Crilley Show.  → Key Takeaways: A lot of companies are very set on candidates having a degree/education, but it’s about learning to look at someone's resume and see that they’ve worked retail for 5 years or front of house in a restaurant and know how to sell or have great customer service skills. You need to be able to see what a woman can do without those letters behind her name and look beyond that.  Elevate your own networking and build contacts by putting yourself in places like the “non networking” networking approach. Maybe that’s a table at a nonprofit luncheon or happy hour at a high end restaurant downtown.  Once you land it, protect it. Let the owner/boss, whether male or female, know what you’re doing for them and their business regularly so that they see the value you're offering and it doesn’t get overlooked.  → Key Moments: [0:00] Who is Leslie Shields? [2:28] When did you decide to start your agency? [8:19] How to choose the right women for your team? [10:47] Training and onboarding new agents [15:45] How to teach agents to work from home with kids [21:34] How to look beyond the resume [24:38] How to tell if someone isn't coachable [30:09] How do you know where to find high-end people? [33:23] Teaching your agents how to get leads [38:41] The importance of having a process →Follow Leslie Shields: Email: ⁠[email protected]⁠ Facebook: ⁠https://www.facebook.com/TheShieldsAgency⁠ LinkedIn: ⁠https://www.linkedin.com/in/lesliealiceshields/⁠ Website: ⁠https://www.theshieldsagency.com/⁠ → Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. → Learn more about Success Without Sacrifice at ⁠https://linktr.ee/successwithoutsacrifice⁠ We're on a mission to help women in insurance bridge the gap & align business, life, & leadership. → If you'd like to be a guest speaker on Insurance Revolutionized Podcast, please email us at ⁠[email protected]⁠ → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠⁠https://bit.ly/swsmastermind⁠⁠

Kelly Racicot is the Owner of Hometown Retirement Specialists, LLC and Hometown Wealth Advisors. Her firm focuses on working with those who are retired or are planning to retire within the next 5-years. Her areas of specialty include all aspects of retirement planning - Medicare, Long Term Care, Life Insurance, Estate Strategies, Tax Strategies, and Income Planning. Kelly opened her office in 2021 in the town she grew up in. Kelly enjoys her hometown roots and being a service to her community. Kelly currently lives just outside of Pittsburgh, PA with her husband, children, and 3 Great Danes. → Key Takeaways: Don't sacrifice more than you're willing. We don't set out ahead of time to sacrifice our health, family, or relationship, but it can so easily happen if you don't manage your time or set boundaries Define your version of success, whatever that is, and work towards it. Develop a plan that will get you there Burnout occurs when you're reactive to circumstances instead of being proactive and leading with intention Focus on the things that matter. We often get bogged down with the minutiae of busy work that doesn't even produce a result for our business, team, or clients → Key Moments: [2:22] How Kelly got started in Insurance Industry [8:51] How to set clear boundaries on your goals [14:29] How to create work-life balance [17:36] The importance of having a plan for the day [22:33] Knowing what to say yes to and no to [28:54] You don't have to do everything [ 31:35 The importance of asking for help [37:18] Understanding that there are different seasons in life [43:59] Advice for women in the Insurance Industry → Follow Kelly Racicot - Email: ⁠[email protected]⁠ Facebook: ⁠https://www.facebook.com/yourHRSagent⁠ Instagram: ⁠https://www.instagram.com/yourhrsagent/⁠ Website: ⁠https://yourhrsagent.com/⁠ → Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. → Learn more about Success Without Sacrifice at ⁠https://linktr.ee/successwithoutsacrifice⁠We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at ⁠[email protected]⁠  → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more -⁠ ⁠https://bit.ly/swsmastermind⁠⁠

Lawanda “Elle Michell” Hall’s professional career spans more than 20 years, serving in progressive Risk Management and Insurance roles. Elle’s rich life and career experiences coupled with her love for serving people and adroit problem-solving skills are the perfect ingredients for a thoughtful and impactful life coach. She blends innate creativity, natural inquisitiveness, and analytical acumen to guide her clients through various life and career transitions. As the Founder and CEO of Intelligent Intentions LLC, Elle is an award-winning, nationally sought-after life and career coach, consultant, thought leader, trainer, and speaker. Her coaching style exists, at the intersection of business savvy and edgy urban intellectual. Elle has a way with words and an engaging presence that perfectly packages her messages which are laced with intelligence, intention, and integrity. A native and current resident of Atlanta, GA; Elle earned a B.B.A. (Major: Risk Management & Insurance) and studied for an MBA at Georgia State University. She also received a Life Coaching Certificate from the National Coaching Society. Elle is a passionate advocate for foster children and a faithful supporter of the arts. → Key Takeaways: You do not need to operate as a bifurcate having to be one way at home and a separate way at work. It is okay to bring all of you into the workspace, and to the work product as well, and the industry will be better for it. Showing up authentically as yourself will revolutionize the industry because there is a lot of time and energy spent in Human Resources with people trying to manage their own expectations of people. If you are not creating intentionally, then you are either a component of someone else's creation, or you are the casualty of chaos. I think there needs to be more alignment, and intentionality, as it relates to how we manage our careers. It is important to make sure that you are doing what pays your bills AND your heart. Fulfillment is at the intersection of who you are and what you know. If you are only doing a job every day based on what you know, and are not congruent with who you are, then it is such an empty existence, it is such a heavy and exhausting thing to do. → Key Moments: [0:02] Who is "Elle Michell"? [1:34] How did you decide to become an actuary? [6:15] Risk management, it's not very different from coaching [8:48] Living in the suburbs [14:18] Transitioning into a whole person approach [19:06] Own your femininity and your cycle [21:39] Honoring each other's values [26:57] Tapping into who you are and living authentically [29:12] Helping women in insurance succeed [33:58] Do what pays your bills and your heart → Follow Lawanda "Elle Michell" Hall: Email: ⁠[email protected]⁠ Instagram: ⁠https://www.instagram.com/intelligentintentions/⁠ Website: ⁠https://intelligentintentions.com/⁠ → Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice We're on a mission to help women in insurance bridge the gap and align business, life, and leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected]  → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

Becki Jennings is the Owner of Jennings Insurance Group in Osage Beach, MO. The agency opened in June 2011, after she returned to the lake area from Boise, ID, where she lived for 20 years, raised her two daughters, and started in the insurance industry in 2007. Her agency focuses on senior benefits, including Medicare Health Plans, Annuities, Life Insurance, and Employee benefits. Becki is passionate about her clients and works to introduce legislation to help Medicare beneficiaries and clients in the State of Missouri. She is a member of the National Association of Benefits and Insurance Professionals, where she serves as Legislative Chair for the Central Missouri Chapter. NABIP is the largest association for Health Insurance Brokers. Becki joins them while they remain on the front lines, lobbying in Washington, DC for brokers and their clients. Becki is proud to call Lake of the Ozarks home. She has been enjoying the Lake since she was a young girl and loves the sound of the boats on the water first thing in the morning and a leisurely sunset cruise at the end of a great day. Becki’s success is largely due to her community involvement. Most recently, she co-chaired LOTO Relief Fund, providing relief for residents of Ft. Myers Beach, FL after Hurricane Ian. → Key Takeaways: As women, we often feel like we are not as tough as we are. Like when we are going through something hard, or we respond out of emotion instead of taking a minute and gaining control of it. Best advice - dry your tears, get up, go to work, and do what you need to do. You attract people who are like you and if you are attracting the wrong people, you need to look in the mirror and make changes. That is hard to admit. Owning an agency is not a cakewalk. It is tough and you must have a lot of grit and a lot of tenacity in this industry to be successful. Have you ever felt a "stirring" in your life? A counselor once told me, it was because I was not living in my destiny. Until you get to the point where you are living your destiny, you are going to constantly feel like you need to make a change. → Key Moments: [0:03] Becky's Background [3:03] Banking on yourself [8:51] Push past the doubt [14:57] Hiring the right team [20:05] Branding and Lead Gen [25:36] The challenges of competing with Men [28:33] The challenges of being a female Agent [33:48] Taking ownership of your decisions [39:37] It's not an overnight success [44:13] Advice for women thinking about starting their own agency → Follow Becki Jennings: Email: ⁠[email protected]⁠ Facebook: ⁠https://www.facebook.com/jenningsinsurancegroup⁠ Instagram: ⁠https://www.instagram.com/Jennings.Insurance.Group⁠ Website: ⁠https://jenningsinsurancegroup.com/⁠ → Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. → Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice We're on a mission to help women in insurance bridge the gap & align business, life, & leadership. → If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected] → Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

--> What if you knew with 100% certainty that prioritizing your self-care allowed you to do the following: - Make decisions from a place of peace instead of guilt, fear, or people pleasing - Gave you control over your calendar, time, and energy - Empowered you to say yes to only things that were in alignment with your values, intentions, and goals - Empowered you to say no without guilt or worry about what others might think - Helped you increase your productivity and overall happiness - Grow your business to new heights with less stress Would you then take self-care more seriously? Self-care and a lack of self-care really comes down to your beliefs. What are you believing about self-care or about your time? We usually hear, "I don't have time," or "I barely get my stuff done as it is, I don't have time for self-care." What's the return on investment when it comes to self-care? Take a listen for the answer! --> Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. --> Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice We're on a mission to help women in insurance bridge the gap & align business, life, & leadership. --> Time management is more than time blocking. As a female, your time management will be most effective when you take into consideration: - Female physiology (your 28-day cycle) - Energy-draining vs energy-giving activities - Boundaries that protect your priorities, values, and goals - The natural ebbs and flows of your slow and busy seasons - Stressors and triggers We’ve created a new 8-week program for busy women called “Take Back Your Time & Energy”. We know you are busy and adding one more thing to your plate feels overwhelming. That’s why we created a flexible 1:1 Voxer option that gives you access and accountability in a way that works best with your schedule. The investment is $888. Email us using the email address below to sign-up. --> If you'd like to be a guest speaker on Insurance Revolutionized Podcast, please email us at ⁠[email protected]

Ruby Ulloa is a Business Development Specialist at Savoy Associates based in South Florida. She has over two decades of experience in insurance and employee benefits in 44 states. Her expertise includes group benefits life cycle management, benefits and 401k communication, broker training and development, specialty benefits, spending accounts, ben admin systems, and business and individual market consulting. Advocating for minority communities and coaching Hispanic benefits and insurance professionals is one of her greatest contributions to the industry. She believes that effective benefits and insurance communications require addressing cultural gaps. Ruby is a member and volunteer of Females & Finance, a national organization for financial services professionals to share valuable insights and establish key connections, NABIP where she is a CE instructor, and Junior Achievement whose main purpose is to inspire and prepare young people to succeed. She’s a CE bilingual instructor, licensed in several states, a Communications Associate from Miami Dade College, and currently obtaining CEBS through the University of Pennsylvania, ACA, AHIP, CMS, and HIPPA. Ruby was featured in the Spanish language magazine Vida y Exito and best-selling Author Tony Steuer's Podcast. Key Takeaways: Cultural inclusion - Working to bridge the gap so everyone has the same understanding and opportunities (to purchase) as everyone else. Serious business - What we do, our recommendations, and what we share with people impacts their lives and also those that depend on them. It's not only a solution for the present, but sometimes the legacies clients leave behind for their families. Always be learning - Value mentors and always be building business connections. Innovation sparks curiosity. Find pride in learning about your niche and the clients you serve. Key Moments: [0:02] Who is Ruby? [1:40] What sparked the desire to become an Insurance Agent? [5:25] Taking time to get to know clients better [10:14] Shifting from money-focused to value-focused [14:41] Cultural differences in benefits [19:31] Importance of knowing your audience [24:31] Knowing your niche and industry [27:45] Nurturing clients with different cultures and backgrounds [32:01] Educating employees about employee assistance [37:07] Ruby's advice for someone who wants to become a Broker Follow Ruby Ulloa: Email: [email protected] Facebook: https://www.facebook.com/SavoyAssociates Website: https://www.savoyassociates.com Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice We're on a mission to help women in insurance bridge the gap & align business, life, & leadership. If you'd like to be a guest speaker on Insurance Revolutionized Podcast, please email us at [email protected]  Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - https://bit.ly/swsmastermind

Meet Carrie Soulliere, Owner of Covered with Carrie, a niche brokerage licensed in most states. Carrie has 5 years of industry experience and opened her own agency in April 2022. In this episode of the Insurance Revolutionized Podcast, Carrie shares her insurance journey with Host Cheree Sauer. Carrie started with Life Insurance, but it wasn't until the ACA market was suggested to her that she really niched down and was able to support a community she finds so much joy and pleasure serving. Key Takeaways: - Don't be afraid to pivot. Don't miss out on an opportunity just because you thought it would go a different way. Seek support, mentorship, advice, and suggestions of others in the industry. - After an autoimmune diagnosis, Carrie decided she was sick and tired of being sick and tired and decided to do something about it. - Your work is going to fill a large part of your life. Carrie created the perfect work-life balance by merging her passion with her business and she shares how the whole trajectory of her agency changed in just three short months. Key Moments: [0:02] Who is Carrie? [1:57] Why did Carrie decide to start her own agency? [6:54] The importance of having health insurance. [9:21] Niching down in insurance. [13:18] The numbers for Carrie’s business. [15:51] Carrie's personal transformation [20:43] The importance of success without sacrifice. [23:15] It takes time to become successful. [28.25] The release of control and leaning into your zone of genius. Follow Carrie: Email: [email protected] Facebook: https://www.facebook.com/CoveredwithCarrie or https://www.facebook.com/CarrieGrace Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. Be sure to catch us weekly every Wednesday. Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice We're on a mission to help women in insurance bridge the gap & align business, life, & leadership. If you'd like to be a guest speaker on Insurance Revolutionized Podcast, please email us at [email protected] Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

In Episode 1, we delve into the inspiring story of two innovative entrepreneurs who are on a mission to revolutionize the insurance industry. That's right, meet Host and Coach Cheree Sauer, CEO of Success Without Sacrifice and Tarah Dove, CMO. Join us as we introduce you to Insurance Revolutionized and share behind the scenes how Cheree and Tarah came together to create a coaching business that supports women in the insurance industry. Through the use of their proprietary RAMP Method, their mission is to empower others so that they too can have success without sacrificing themselves. The Podcast features female innovators who are changing the face of insurance for women, as well as giving you tips and inspiration for reaching new heights in your business without sacrificing what is most important to you. If you want peaceful predictability and balance in your personal and professional life, this Podcast is for you! Key Moments: [0:00] Intro to the podcast [1:39] Rock Bottom Stay-At-Home Mom [3:51] Self-Care is Setting Boundaries [6:26] Bridging the Gap [8:26] Nobody Goes Into Business with the Intention of Sacrificing their Life [9:33] The Importance of a Training Plan [11:40] Going for Gold [12:48] Saying YES to Yourself [15:00] The RAMP Method for the Insurance Agencies [17:17] Empowering Women in Insurance Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe. Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice We're on a mission to help women in insurance bridge the gap & align business, life, & leadership. If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at [email protected] Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

Have you ever wondered how women in insurance thrive in this male-dominated industry? Welcome to the Insurance Revolutionized Podcast brought to you by Success Without Sacrifice. I am your host and coach Cheree Sauer.  I will be interviewing female innovators who are changing the face of insurance for women, as well as giving you tips and inspiration for reaching new heights in your business without sacrificing what is most important to you. Join us on this journey as we explore, encourage, inspire, and grow together. At Success Without Sacrifice, we talk a lot about athletes and use a ton of sports analogies. You may be wondering what it has to do with entrepreneurship?! In short, everything!  Host, Cheree Sauer has over 21 years of experience helping high performance athletes, teams, and business owners reach optimal levels of success. Using her knowledge of business, sports psychology, sports training, and team performance, she recognized a need to help women in insurance bridge the gap and align business, life, and leadership so they could continue their success without sacrificing themselves.  Your body, especially as a female, was not designed to be in peak performance 24/7, 365 days per year. Just like pro-sports teams have coaches and a training plan designed to avoid burnout, injury, and achieve peak performance, our Success Without Sacrifice proprietary system, The RAMP Method™, provides agencies a roadmap to fully optimize specific physiologies and business trends, so they can be in peak performance at the right time, instead of all the time.  Join us as we revolutionize the way women in insurance do business!