Planet of the Agents Insurance Podcast

Why Clients Are Calling Insurance Agents Again instead of just sending emails and text messages?  What is going on at you insurance agency. In this episode, we break down a surprising shift happening across the insurance industry: clients are picking up the phone again. After years of relying on email, portals, and text messages, more customers are calling their insurance agents directly—and the trend is stronger than ever.We explore the forces behind this change, including rising insurance complexity, digital communication fatigue, increasing anxiety around renewals, and the renewed desire for human expertise. If your agency’s phone is suddenly ringing nonstop, you're not imagining it. Something real is happening.-- Get access to templates, scripts, ready-made marketing and email on https://www.theagentspot.com/join - Discount code PLANETIn This Episode, You’ll Learn:Why digital fatigue is driving people back to voice communicationHow rising premiums, new exclusions, and carrier pullouts are increasing client anxietyThe role of trust and emotional reassurance in today’s insurance landscapeWhy email and text communication are failing more oftenHow AI and automation are influencing client expectationsThe demographic shift affecting communication preferencesWhat agencies can do to adapt to this trend—and reduce bottlenecksWho This Episode Is For:Insurance agency owners, producers, CSRs, brokers, and anyone looking to understand current client behavior and improve service workflows.-- Contact me and learn more at https://planetoftheagents.com/

-- Get access to templates, scripts, ready-made marketing and email on https://www.theagentspot.com/join - Discount code PLANET-- Contact me and learn more at https://planetoftheagents.com/In this episode, we dive into one of the biggest hidden problems in the insurance industry today: technology overload. Agents are signing up for CRMs, automation platforms, marketing suites, quoting tools, and “all-in-one” systems—only to discover that most of them create more work, more confusion, and more phone calls.If you’ve ever felt buried under dashboards, logins, notifications, and workflows that don’t actually make you more efficient, this episode is for you.I  break down:Why insurance agents end up with tech that doesn’t match their agency sizeHow certain platforms actually increase phone volume—especially when you don’t have support staffThe hidden cost of tools that create extra steps instead of removing themHow “fear of missing out” pushes agents into systems they don’t needThe simple framework for deciding which technology truly improves your workflowThis episode gives you a practical, honest look at what technology is worth keeping—and what’s holding you back from writing more business.Whether you’re a solo producer or running a small agency, you’ll walk away with clarity on how to simplify your tech stack, reduce friction, and choose tools that fit your business—not someone else’s.Tune in and learn how to reclaim your time, your sanity, and your efficiency by doing less… but smarter.

In this episode of Insure Your Success, host David Baker dives into the game-changing power of networking for property and casualty insurance agents. Discover why building strong social and business connections is key to growing your client base, generating referrals, and staying ahead in the P&C world. David shares practical tips on leveraging LinkedIn, joining professional groups, creating referral partnerships, and exploring creative networking ideas like online communities and content creation. Packed with real-world stories and actionable strategies, this 8-minute episode will inspire you to turn handshakes into policies and boost your agency’s success. Perfect for agents looking to expand their reach and build lasting relationships! -- Get access to templates, scripts, ready-made marketing and email on https://www.theagentspot.com/join - Discount code PLANET-- Contact me and learn more at https://planetoftheagents.com/

Discover how property and casualty (P&C) insurance agents can attract clients beyond their local city or county in this 10-minute episode of Insure Success. Host Dave Baker shares five actionable strategies: leveraging digital marketing, building a social media presence, partnering with regional businesses, offering niche products like cyber insurance, and using email marketing to nurture leads. Learn how to overcome challenges like state licensing and build trust with out-of-town clients. Perfect for P&C agents looking to scale their business in 2025. *** Use discount code PLANET of https://theagentspot.com today to sign up

Contractors face serious risks on every job site—from injuries and stolen tools to lawsuits and weather damage. In this episode of Planet of The Agents, we break down the essential types of commercial insurance every contractor should consider, including general liability, workers’ comp, inland marine, builder’s risk, commercial auto, bonds, and umbrella policies. Insurance agents looking to better serve your contractor clients or a contractor trying to understand your coverage needs listen to this this episode for insights.Check out The Agent Spot: https://www.theagentspot.com/join     -- Use Discount Code PLANET

2025 is going to be a great year.  Sure, 2024 was not the most fun year in property and casualty insurance for most people, but in 2025, you can move forward and take advantage of the many great opportunities that you have.  If you a a personal liens agent thinking about getting more into commercial insurance, now is your time.  I'll discuss some of the things that people have gone through in auto insurance and homeowners insurance and how you can start moving forward to grow your insurance agency, even in a hard market.Get access to insurance agent resources today at:  https://theagentspot.com

The property and casualty insurance business continues to evolve and agents are going to need to evolve and grow with the changes.  Rolling with the punches is not always easy, but let's take a moment to look back at 2024 and what's going on in personal lines and what I think the future holds for the independent insurance agency channel.Join the newsletter for agency growth ideas and to learn about my upcoming course at https://planetoftheagents.com/newsletter/

There are so many ways that AI can help your insurance agency.  Is AI going to help your insurance business or hurt it?  I will discuss several ways that you can use artificial intelligence to help your insurance agency.Join the newsletter at https://planetoftheagents.com/newsletter/

In this episode, I recap my experience at the Arizona IIABAZ insurance agents convention and the 2024 Palm Desert Agents Alliance convention.  Not only did I reconnect with friends, I was energized and inspired by the trade shows.  Learn why I love to attend these events and how they can help you with your insurance agency too.Join the newsletter at https://planetoftheagents.com/newsletter/

Do you send your new clients a welcome letter?  Are you missing a valuable cross selling opportunity at your insurance agency?  In this episode, I Will discuss the value of sending a welcome letter and how it can potentially help you grow your business.Join the newsletter at https://planetoftheagents.com/newsletter/

Are you concurred about retention at your insurance agency?  Are you focused on commercial insurance or personal insurance, such as home and auto?  Have you noticed any trends when it comes to looking at who stays with you as a client tin the long-term? I will share my thoughts on this to give you something to think about when planning for the future of your P&C insurance agency in this episode of Planet of the Agents.Join the newsletter at https://planetoftheagents.com/newsletter/

What is the future of the auto insurance industry for the independent agency channel? Is the channel of distribution going to change and will insurance agents still be relevant? Will people buy their auto insurance online or directly at the dealership? Are self driving cars or autonomous vehicles going to affect auto insurance sales? Independent agents and other insurance agents might want to take a long look into the future when planning for it. These and other questions are some things that I address in this episode of Planet of the Agents.Join the newsletter at https://planetoftheagents.com/newsletter/

You have so much opportunity as an insurance agent to sell different types of insurance products, including commercial insurance.  If you are focused on personal lines and adding more commercial lines insurance, this is the episode for you.  I also discuss opportunities for business insurance agents to cross sell their clients.Join the newsletter at https://planetoftheagents.com/newsletter/

Insurance headlines from the property and casualty insurance agency business in 2024.  Auto insurance, property insurance, homeowners insurance rates are changing and carriers are pulling out of the market.  Do your clients know what's going on in insurance?Join the newsletter at https://planetoftheagents.com/newsletter/Sign up for insurance agent social events at:  https://insurancesocials.com 

In today's episode of planet of the agents, I discuss the hard market in property and casualty insurance and the opportunity that insurance agents have. There is no time like the present to seize the opportunity.Join the newsletter at https://planetoftheagents.com/newsletter/Sign up for insurance agent social events at:  https://insurancesocials.com 

In today's episode of planet of the agents, I'm going to discuss some of the wonderful reasons that we are so lucky to be in the insurance industry. With your insurance agent, broker, wholesaler, or play another role in the business, there is so many things to be happy about.Join the newsletter at https://planetoftheagents.com/newsletter/Sign up for insurance agent social events at:  https://insurancesocials.com 

Do you spend a lot of your time trying answer the same questions over and over?  Why not create a system where you and your team can easily have ready for both phone conversations and emails to put your entire staff on the same page and reduce the work of trying to come up with the answer over and over.  Insurance agents already work so hard, so why not make life at your instance agency just a little easier?Join the newsletter at https://planetoftheagents.com/newsletter/Sign up for insurance agent social events at:  https://insurancesocials.com 

Choosing the right software for your insurance agency is not easy. There are a lot of features that you nee, and many that you actually do not need that are included with many software packages. In this episode of Planet of the Agents I will discuss the options available to property and casualty insurance agents in the different software from which they can choose.---- Make sure that you are signed up for the newsletter at https://planetoftheagents.com/newsletter/

I love P&C insurance agent and insurance agency owner, then you probably have a a lot of tasks to manage convention.  In this episode, I will discus my recent experience at the insurance convention and why I appreciate what I can gain from a convention. ---- Make sure that you are signed up for the newsletter at planetoftheagents.com 

If you are a P&C insurance agent or insurance agency owner, then you probably have a a lot of tasks to manage.  Your plate is full and there are another hundred items on your list that you need to complete.  In this episode of Planet of the Agents, I discus different wants to manage tasks in your insurance business.  You have options with an AMS, CRM, and even other task managers that might make your life easier.  ---- Make sure that you are signed up for the newsletter at planetoftheagents.com 

Let's talk about marketing your insurance agency and how to grow your property and casualty business.  P&C agents are feeling the squeeze in certain insurance markets, so now is the time to look at how you can improve your marketing.  *** Sign up for the newsletter at planetoftheagents.com

P&C Insurance Agents (property and casualty agents) have so much opportunity in both a good economy and a bad economy.  Things are always changing, but an insurance agent can stay stable.---- Make sure that you are signed up for the newsletter at planetoftheagents.com 

With 19 years in the insurance industry, I have learned some valuable lessons about working in P&C insurance.  I've spent time as a retail agent and wholesaler, so I have my share of stories an experiences.  I also share my big takeaway from my experiences.Sign up for planetoftheagents.com today to get my newsletter

We cannot predict the future, but there is a lot of talk about a tough economy.  What does a bad economy mean for P&C insurance agents? Does it hurt them or does it present them with new opportunities if they are flexible and can adapt.Sign up for planetoftheagents.com today for free to get access to additional resources.  

It's hard to believe that we are seeing such commission cuts, but they are here and now, an an insurance agency, that you can do to help your business continue.  I also include my prediction for the future of commissions for insurance agents.Sign up for planetoftheagents.com today for free to get access to additional resources.  

Sure, things are always changing in the insurance agency business, but with all of the new technology and other things going on in the world, there could be any more changes coming for insurance agents.  With that in mind, it's also a great time to subscribe to the newsletter so that you'll be ready for things to come: https://planetoftheagents.com/newsletter/

🟢🟢🟢 Subscribe to the newsletter to get more info at https://planetoftheagents.com👉👉👉 Subscribe to the channel here:  https://www.youtube.com/channel/UCEdVOLFtkYixLd26zLq1GbA?sub_confirmation=1Disclaimer: Any information provided in this video is purely information and educational and not to be considered advice.  By watching or listening to this video, you agree to these terms.You love the podcast and now you can join me on the Youtube show.  #insuranceagency   #insuranceagents 

Can a personal lines insurance agent and commercial lines agent find niches and create a pipeline of business?Marketing insurance is one thing, but marketing and insurance agency is different.🟢🟢🟢 Subscribe to the newsletter to get more info at https://planetoftheagents.com👉👉👉 Subscribe to the channel here:  https://www.youtube.com/channel/UCEdVOLFtkYixLd26zLq1GbA?sub_confirmation=1Disclaimer: Any information provided in this video is purely information and educational and not to be considered advice.  By watching or listening to this video, you agree to these terms.You love the podcast and now you can join me on the Youtube show.  #insuranceagency   #insuranceagents 

Make sure to subscribe to the newsletter and join at planetoftheagents.com

Property and casualty insurance agents have so many tasks. Some are very important, some are very urgent, some are always pending in the background and put on the back burner.  It's not easy being a P&C insurance agent, but it is worth it, especially if you love it.  The next step in running your insurance agency is trying to operate it smoothly and to take some of the pressures off or yourself.Make sure that you join the newsletter at planetoftheagents.com to get more insights.

Sign up for free access to planetoftheagents.com to get access to the newsletter and the agency resources section today.

Disclaimer: Any information provided in this video is purely information and educational and not to be considered advice.  By watching or listening to this video, you agree to these terms.You love the podcast and now you can join me on the Youtube show at https://www.youtube.com/channel/UCEdVOLFtkYixLd26zLq1GbAEpisode 49 of Planet of the Agents - The show for P&C Insurance Agents

>>> Subscribe to the newsletter to get exclusive information and insights at planetoftheagents.comIf you are a property and casualty insurance agent, then you may be looking for new opportunity in the current market.  Things are change for P&C insurance agents, with commission cuts, new carrier guidelines, and other challenges facing agents. There is a difference between insurance that is hard-to-place and hard-to-quote.  I share my thoughts on how these are different while challenging myself to make an episode of the show in 108º weather.  I am up for the challenge, but are you up for what it will take to grow your insurance agency?  Let's find out together.

>>> Subscribe to the newsletter to get exclusive information and insights at planetoftheagents.comJoin me as I say farewell to my incredible dog of 13 years and as I review talking points that you can use at your agency about why rates continue to increase.  This was a tough episode for me to make, but it had to be done.  

>>> Subscribe to the newsletter to get exclusive information and insights at planetoftheagents.com

>>> Subscribe to the newsletter to get exclusive information and insights at planetoftheagents.comYou want more clients and you want to keep the clients that you have.  Online companies are seen as easy to access, so how can your agency compete?

You love the podcast and now you can join me on the Youtube show.  #insuranceagency   #insuranceagents  #insuranceagent🟢🟢🟢 Subscribe to the newsletter to get more info at https://planetoftheagents.com👉👉👉 Subscribe to the channel here:  https://www.youtube.com/channel/UCEdVOLFtkYixLd26zLq1GbA?sub_confirmation=1Disclaimer: Any information provided in this video is purely information and educational and not to be considered advice.  By watching or listening to this video, you agree to these terms.

You love the podcast and now you can join me on the Youtube show.  #insuranceagency   #insuranceagents 🟢🟢🟢 Subscribe to the newsletter to get more info at https://planetoftheagents.com👉👉👉 Subscribe to the channel here:  https://www.youtube.com/channel/UCEdVOLFtkYixLd26zLq1GbA?sub_confirmation=1Disclaimer: Any information provided in this video is purely information and educational and not to be considered advice.  By watching or listening to this video, you agree to these terms.

Insurance headlines from the property and casualty industry  - are they positive for the future of insurance agents or do are their rough times ahead for your agency.  Let's dive into the headlines on this episode.🟢🟢🟢 Subscribe to the newsletter to get more info at https://planetoftheagents.com👉👉👉 Subscribe to the channel here:  https://www.youtube.com/channel/UCEdVOLFtkYixLd26zLq1GbA?sub_confirmation=1

** Subscribe to the newsletter at planetoftheagents.com **Will auto insurance, home insurance, and other personal lines be part of your P&C insurance agency in the future?  With so many new integrations and products being embedded into the sales process, it looks like it's going to get harder.  Is commercial insurance the future for insurance agents?

What is new in the world of P&C insurance agents?  In this episode I am going to talk about what I am hearing from agents so that we can focus on coming up with solutions and ideas.  It can also help to hear what is happening with others, so that you realize that it might not be just something that you have to manage.  ***. Remember to join the free newsletter at planetoftheagents.com ***Disclaimer: Any views or opinions here are provided for purely informational purposes.  Nothing is to be construed as advice of any kind. Any mention of insurance in no way implies that there is any form of coverage.

The year is almost over, so it's time to reflect on where we are headed.  If your insurance agency is not the type that you want, if it's not living up to your vision, then it's time to make a plan.  Where do you want to be and how are you going to get there?  I am going to discuss this and more in this holiday episode.***. Remember to join the free newsletter at planetoftheagents.com ***Disclaimer: Any views or opinions here are provided for purely informational purposes.  Nothing is to be construed as advice of any kind. Any mention of insurance in no way implies that there is any form of coverage.

Remember to join the newsletter at planetoftheagents.com to get access to the free membership section and the agency resources page.Disclaimer: Any views or opinions here are provided for purely informational purposes.  Nothing is to be construed as advice of any kind.

Things are always changing for insurance agents an agencies, but they are manageable and despite the competition you can continue to survive and thrive.In the episode I'm going to talk about some things that are affecting insurance agents and insurance agencies this year and what we can do about them. Remember to join the newsletter at planetoftheagents.com to get access to the free membership section and the agency resources page.Disclaimer: Any views or opinions here are provided for purely informational purposes.  Nothing is to be construed as advice of any kind.

Make sure that you are signed up for the newsletter at planetoftheagents.com to get a copy of the easy spreadsheet for using the 777 growth method for your insurance agency.

-- Subscribe to the newsletter for actionable information for insurance agents at planetoftheagents.com --A little bit of technology can really change your insurance agency's customer pipeline.  In this episode, Justin and I will discuss lead generation, follow ups and retention.  Having the right software can really help you take your business further and also to save some clients that you might lose.

--- Make sure to sign up for the newsletter at planetoftheagents.com to get information on new opportunities for agents ---In this episode I will discuss some short-term and longer-term trends in commercial and personal lines that insurance agents can use to get new business or to work on a plan for the future.  P&C insurance agents (property and casualty agents) have a lot of opportunity to quote different things, which means that even when the economy changes or we have social shifts, your insurance agency can continue to thrive.

Remember to subscribe to the newsletter at http://planetoftheagents.com/ for more exciting insurance agency information.

--- Sign up for the newsletter today at www.planetoftheagents.com ---People are likely losing some clients as small businesses close and as drivers are working from home, and thus looking for ways to save money on car insurance. You can't win them all, nor can you keep every client. There are only so many hours in the day, so decide what you can and cannot focus on.  In this episode I discuss retention, basic questions to ask, and review a simple strategy to implement.

--- Remember to check out startamembershipclub.com to learn about helping your retention by offering more than just insurance ---Being proactive in with your insurance agency clients can save you time, headaches, and help you retain your clients.  Retention is a big part of the insurance industry, so make sure that you are focused on it.  I have a simple 4-step plan that I like in situations when there is a major rate increase or potential non-renewal.  If you take steps early, you can make sure that you clients know that you are there for them.