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All Episodes - Planet of the Agents Insurance Podcast

The Ultimate Insurance Agents podcast for the property and casualty insurance industry. Grow your agency, retain clients, compete in the modern world.

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74 Episodes

Growing your P&C Insurance agency - Welcome to 2025

01/20/2025 22 min 37 sec

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

2024 Recap of the P&C Insurance Agency Business

12/23/2024 14 min 6 sec

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/

Using AI at Your Insurance Agency

10/29/2024 40320 min 0 sec

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/

2024 Insurance Agent Convention Recap

09/24/2024 44880 min 0 sec

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/

The Power of a Welcome Letter for Your New Insurance Agency Clients

08/13/2024 51060 min 0 sec

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 commercial insurance client or personal lines insurance clients more loyal?

07/10/2024 58440 min 0 sec

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/

The Future of Auto Insurance for Independent Insurance Agents

06/24/2024 61740 min 0 sec

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/

Types of Commercial Insurance that Agents Sell

06/04/2024 61740 min 0 sec

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/

News and Insurance Headlines in the Property and Casualty Insurance Business April 2024

04/16/2024 78780 min 0 sec

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 

Opportunity for P&C Agents in the Hard Market

04/11/2024 54060 min 0 sec

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 

Insurance Agency Affirmations - Why it's amazing to be a P&C insurance agent

04/01/2024 66360 min 0 sec

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 

Responding to client questions and being more efficient at your insurance agency.

03/18/2024 69600 min 0 sec

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 Insurance Agency Software

02/05/2024 47580 min 0 sec

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/

Going to the Insurance Agents Convention - Why P&C Insurance Agents should go to events and networking

09/29/2023 48540 min 0 sec

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 

Managing tasks at your insurance agency | Property and Casualty insurance agency ideas

08/09/2023 39300 min 0 sec

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 

3 Ways to Market Your Insurance Agency

08/01/2023 66660 min 0 sec

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

Why insurance agents have unlimited opportunity, even in a bad economy?

07/25/2023 74880 min 0 sec

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 

Lessons from 19 Years in the Insurance Industry

07/15/2023 73380 min 0 sec

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

Hard times and a tough economy could mean opportunity for insurance agents.

02/22/2023 52500 min 0 sec

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.  

2% commissions are here and dealing with lower commissions as an insurance agent

01/27/2023 81000 min 0 sec

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.  

Planning for the Future at Your Insurance Agency

12/22/2022 76620 min 0 sec

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/

Will the looming recession destroy your insurance agency? Are you ready for what might be coming

12/07/2022 54000 min 0 sec

🟢🟢🟢 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 

Defining your P&C insurance agency? Is your agency special?

11/30/2022 67080 min 0 sec

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 

Giving thanks - be happy that you are an insurance agent

11/23/2022 67560 min 0 sec

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

Do you do everything yourself at your insurance agency? P&C agents wear many hats. Delegating and outsourcing.

11/14/2022 66720 min 0 sec

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.

Why is the insurance agent business full of negativity? A tale of two conventions

10/19/2022 99300 min 0 sec

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

Insurance agent conventions - why I love going to tradeshows and what I learn

09/23/2022 37800 min 0 sec

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

Hard to quote vs Hard to Place Insurance

09/19/2022 52920 min 0 sec

>>> 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.

Special tribute to the passing of my dog and why do P&C insurance rates keep going up?

08/04/2022 75240 min 0 sec

>>> 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.  

Dealing with your insurance clients and rate increases | P&C Insurance Agents Podcast

07/27/2022 57900 min 0 sec

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

Reducing Friction at your insurance agency | Is your P&C insurance agency easy to work with?

07/20/2022 47280 min 0 sec

>>> 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?

5 Ideas for Improving Your Insurance Agency without adding staff

07/13/2022 67980 min 0 sec

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.

4th of July Special Episode - relaxing and planning for your insurance business

07/01/2022 45120 min 0 sec

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.

Headlines from the P&C Insurance Industry - What's in store for insurance agents?

06/27/2022 93000 min 0 sec

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

The future of personal lines insurance agents + Bonus Thought: Why I do this show

05/19/2022 71100 min 0 sec

** 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 is happening to the P&C insurance business? Bumpy road ahead?

05/05/2022 86640 min 0 sec

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.

What type of insurance agency do you have? Is it where you want to be.

12/21/2021 97860 min 0 sec

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.

Stirring up insurance agency business during the holidays

12/14/2021 63660 min 0 sec

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.

Issues affecting insurance agents now and how to deal with them

12/10/2021 114360 min 0 sec

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.

The 777 Growth Method for Insurance Agents

04/29/2021 75240 min 0 sec

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.

Insurance agent technology: My Interview with Justin Lair from Agency Revolution

04/13/2021 159060 min 0 sec

-- 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.

New Opportunities for Insurance Agents in Commercial and Personal Lines

04/06/2021 73800 min 0 sec

--- 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.

The Path of Least Resistance

02/16/2021 86220 min 0 sec

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

Agency Retention is more important now than ever

02/09/2021 76560 min 0 sec

--- 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.

Saving clients with a price increase or non-renewal in 4 easy steps

01/26/2021 51000 min 0 sec

--- 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.

What makes your insurance agency stand out

01/19/2021 70440 min 0 sec

--- Check out startamembership.com to create your own client club for your insurance agency ---Does your insurance agency stand out?  It's getting harder, but that just means that you need to come up with a plan. Do you have a niche or are you a generalist?  Is it time for a change.  Are you working with referral partners that can delver you a pipeline of clients or are you focused on getting one new client at a time?   In this episode, we will talk about these key ideas.

Using basic insurance agency data for cross selling

01/12/2021 67560 min 0 sec

Your monoline clients are big opportunity.  If you are not offering your current clients more than one policy, then you may be missing out on one of the most untapped resources in the insurance industry.  I will be discussing this key topic in this first episode of 2021.---- Remember to sign up for the newsletter at planetoftheagents.com

Wrapping up 2020 in Insurance and Looking forward to 2021

12/15/2020 89520 min 0 sec

-----------------------------------------------------------------------------------------------------------------------------Checkout startamembershipclub.com to learn how to strengthen your branding and increase revenue at your agency-----------------------------------------------------------------------------------------------------------------------------2020 is almost over and things surely have changed for insurance agents.  2021 looks to be a promising year.  It's the year that you are going to launch your new market plan to grow your insurance agency.  Let's talk about personal lines and commercial lines and some of my expectation for the coming year.

Using Scripts and Efficiency at an Insurance Agency

12/08/2020 75600 min 0 sec

-----------------------------------------------------------------------------------------------------------------------------Checkout startamembershipclub.com to learn how to strengthen your branding and increase revenue at your agency-----------------------------------------------------------------------------------------------------------------------------In this episode I will discuss common usages for scripts at an insurance agency and how they can make you more efficient while also putting everyone at the agency on the same page.  Using premade scripts can also help you open the door to potential cross sale opportunities.Remember to sign up for the newsletter at planetoftheagents.com

How 2020 has changed the business of the insurance agent

12/01/2020 118500 min 0 sec

---- Remember to check out www.startamembershipclub.com today to learn how to increase revenue and built agency name recognition ----What's happened in insurance in 2020, so far:Clients are walking inWork from home is here and will probably stayPeople are Driving Lessand more...Most importantly, your agency can adapt, and you can continue to grow, sell, and retain.  Head over to the website to join the club and get even more resources at www.planetoftheagents.com

Insurance Agents and Omni Channel Distribution

10/20/2020 109740 min 0 sec

-----------------Learn more about increasing your revenue by starting a club for your insurance agency at www.startamembershipclub.com-----------------Insurance is being sold through more channels than ever before, from independent agents, captive agents, online, by phone, and through other platforms.  Is it here to stay?  Should you try to avoid certain products?  Listen to this episode for my take on it.

Insurance Agents in the Future - Do something hard, it's worth it

10/13/2020 122940 min 0 sec

Insurance agents should be looking at the future.  Is your agency able to compete with companies that are selling the same products as you, online, 24 hours a day?  Does your insurance agency have a niche?  Are you writing just the easy stuff or do you also spend time on harder-to-place commercial lines that have less competition and can create higher revenue for your agency?----------------------------Check out this episodes sponsor at www.startamembershipclub.com----------------------------In this episode I delve into this question.  What is the future role of the P&C insurance agent in a world with so many online competitors.  It's not just coming, it's here.  Insuretech companies are writing easy to quote business quickly, online, and without you as part of the transaction.  I'll share some examples and some stories of what you can do to get ready for the future.

Insurance Agents are asking to be replaced

09/22/2020 109140 min 0 sec

Clients expect responses in a timely fashion from their insurance agents, especially personal lines insurance agents selling auto insurance, homeowners insurance, and motorcycle insurance.  People are not going to sit around and wait when there are more and more online options.   In this episode, I review a few things that you need to implement in your business,Personal Lines Insurance agents are practically asking to be replaced by online services by not being available for their clients.  How often do you use the "out of office" reply in your business?  If you are not there, then your clients may not be there anymore either.-----------------------------------------This episode is sponsored by www.startamembershipclub.com - learn more about increasing your agencies recurring monthly revenue.-----------------------------------------

3 Simple Steps to Start Marketing Your Insurance Agency

09/15/2020 103740 min 0 sec

Personal lines and commercial lines insurance agents need to hone in their marketing to find the right clients that will help maintain and grow their business for years to come.  Let's talk about a marketing plan to create a strategy and set goals.  ----------------------Featured Sponsor on this episode is: www.startamembershipclub.com - Start a club for your insurance agency----------------------

Those Gosh Darn SOPs - Part 2

09/09/2020 96000 min 0 sec

Insurance agents have a lot of tasks to complete, so they should have a system to make it easier to know what to do each time that they process a transaction.  Whether you are working on a new lead, completing a sale, or cross selling, by creating a system to get it done, you can reduce your work time and make it easier to operate you insurance agency.

Those Gosh darn S.O.P.s - Part 1

09/01/2020 96120 min 0 sec

In this two part series, I will discuss a few items:Why do insurance agents and insurance agencies need standard operating procedures?How can SOPs help you insurance agency?What types of SOPs can you create?Remember to subscribe to the newsletter at www.planetoftheagents.com

Is your business where you want it to be? August is a good time to reflect.

08/03/2020 40920 min 0 sec

We have been trained to think of summer as time to relax.  This happened to many of us when we attended school and had a summer break .  So why not use this time to take a look at your insurance agency. Insurance agents can use this time to make plans for September and the pre-holiday season before the December slow down and to set a trajectory for 2021.

Buying Leads

07/14/2020 144180 min 0 sec

Buying leads is a very popular way for an insurance agency to grow.  Insurance agents often purchase leads to get new clients or to expand the types of clients that they are reaching.  But, do you know how well they are really working for you?  What is your conversion rate?  How many leads do you need to buy to close one single new client?  Are you focused on niche leads that offer you opportunities to quote multiple lines of insurance?  These are just some of the items that I will discuss in this episode.

Setting goals for your insurance agency. Be Specific.

06/08/2020 133080 min 0 sec

I like to use two types of goals to create a long-term and a near-term plan.  The bigger picture sets a course for my future, while the near-term plan helps me to take the steps to achieving these goals. If you have never set goals or created any sort of analysis for what you are doing at your insurance agency, then this will help open your eyes to so many things.

How I organize my day in the world of Insurance

05/29/2020 81900 min 0 sec

Running an agency, even if you are a one-person business, can be done with an efficient organization system.  You likely have numerous tasks to complete that are not repetitive, so you need to make sure that you are balancing your time correctly when creating a daily schedule.  If you just do a little of this and little of that, you may never complete anything in a timely fashion and it may cost you clients and cause other issues.  I'll go over how I manage my daily tasks from the start of the day until the end.

4 Modernizations and Technologies that you need to implement today for your insurance agency

05/15/2020 113640 min 0 sec

Most technology about which I read feels geared towards huge insurance companies, but there are products that you can use at your agency that are not expensive and that will help you to grow and maintain business.  IF you're not using at least these items, then you may be losing business to insurance agents that can respond to their clients needs more quickly.

3 Things that your Insurance Agency can do Today to Plan for the Future

05/03/2020 157260 min 0 sec

Use this time wisely.  If business is slow, it might be time to refocus and make a plan for your future.  There are several things about your business that you can analyze, such as the type of agency that you run and the time that you want to run.  Determining what clients will fit your mold can create a more efficient agency and increase your happiness factor.

The Resilient Insurance Agent and 5 Things to be Doing Right Now

04/28/2020 82920 min 0 sec

Now is the time fo you to be a leader.  People are looking to your for guidance and comfort during this time.  Be there for them.  It's not a time for watching TV and goofing off on social media.  It's time to work on a marketing plan for your insurance agency.  I share 5 things that you can be doing right now to get a jump start on for when things reopen.  You  need to evaluate your business and ask yourself if you'll be doing the same things when this is over.

16 Years in Insurance Sales

04/22/2020 122820 min 0 sec

Over the years, I've worked with different lines in the insurance industry, from life to personal lines to commercial lines.  I have seen both the retail side and the wholesale side, which is helped me to see the struggles of the insurance agent and made me set my sites on making it easier for agents to grow their business and retain clients.  In this episode I tell more of my own story and where I have landed today.

How much are you making are you insurance agency? Analyze your business.

04/09/2020 124620 min 0 sec

Insurance agents spend thousands of dollars on leads.  Are you using your money wisely?  Are you making enough to justify this spending?  It's time to analyze how much you make per policy and per client to determine the value of each transaction.  Do you know ho much your time is worth per hour?  You might be selling policies that are too small to even justify processing them.  At some point, you may have to make a decision on what types of clients your insurance agency is seeking.

Now is the time for insurance agents to shine

04/01/2020 95580 min 0 sec

Just because you're working for home, that does not mean that you should not be focusing.  You might not have new leads, but you have lots of old ones with which to follow up.  Are you connecting with your clients to remind them who you are?  Do they know that you can help them now or in the future when people get back to work?  It's time to shine and stand out in a sea of insurance agents and products.

Survival of the Fittest Insurance Agency

03/24/2020 123360 min 0 sec

Unexpected things are happening in the world, the economy, and the insurance agency business.  Spend this time retaining your clients and planning for the future.  The world is full of opportunity and it is your job to find it and help grow your insurance business in the modern world.  With everyone being told to stay home, what is going to happen to your business?  Don't let things that you cannot control hurt your business.  Refine your systems and keep people on the books.

The Pandemic and Your Insurance Agency

03/17/2020 78600 min 0 sec

Retaining insurance agency clients in tough times is key.  There is a constant focus on getting new clients, when you could be focusing on retention and cross selling your current client base.  We do not know what the near-term nor long-term future holds, but that is just part of the ups and downs of working in the insurance industry.  In this episode, we review several talking points that might help you keep your clients during uncertain times.

Running your insurance agency during a pandemic

03/12/2020 114300 min 0 sec

This virus could have a a serious affect on your insurance agency operations and how your producers, CSRs, and agents continue to work.  You might have to start working remotely, add additional software, and enhance your phone and other communication systems.  Let's review a plan of action and small steps that you can take now to make things easier as people start to work from home and things change when clients and your staff starts working from home.

Build your insurance agency on your own terms

03/05/2020 129060 min 0 sec

In your insurance agent career, you are going to have choices to make:What insurance should I sell?What types of customers do I want?What product lines do I want to sell?Do I hire someone, outsource, or do it all myself.These are the tough questions that an insurance agency owner and agent often have to answer.  We will review some options in this episode.

Basic Technology that an insurance agent can implement today

03/03/2020 105180 min 0 sec

Whether you like it or not, you are competing with the internet and technology companies that are selling insurance. There are some simple pieces of technology that you can use to make your agency more efficient and make it easier to communicate with your clients.  Not all technology is expensive, and some of the smallest changes could help you improve your business.Remember to subscribe to the newsletter at www.planetoftheagents.com

How I built my insurance agency and how you can do it too.

02/28/2020 162180 min 0 sec

Starting an insurance agency is both challenging and exciting.  Whether you are a small independent insurance agent or looking to start an agency, you can do it, if you stay focused and chase your dream.  I started with no customers by going door to door.  Today, technology has changed insurance marketing, but you can still grow your business, acquire new clients, and retain them.  I'm sharing my story in the hopes that you will learn from it and keep writing your own.

Insurance Agent and Agency Technology

02/24/2020 97140 min 0 sec

Technology for insurance agents is so limited.  What can you do to help your insurance agency compete in this century. You have to keep up or fade away.  You probably won't have the technology of big insure tech companies, but there are a few things that you can implement.

What's new in the P&C Insurance Business? Insurance Agent Podcast

02/23/2020 111420 min 0 sec

What's happening in the property and casualty insurance business?  Things are changing, can you keep up?  Insurance carriers and consumers are evolving.  Will your P&C insurance agency be relevant in the future?