The Insurance Guys Podcast

On this episode, Bradley and Scott talk with Greg Scealf of The Knoxville Insurance Group in Knoxville, TN. Greg started his own local internet show called "LIVE From KIG" focusing on Tennessee Volunteers sports and his local community. Greg Scealf is the digital mayor of his city, and he will tell you why he started the show and how it helps his business and brand.///////////// SPONSORS: HawkSoft Agency Management SystemCustomize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguysMeet LeO and IGP Listeners Get 20% OFF >>>LeO is your personal AI sales assistant and sales growth tool for insurance agents.LeO helps you drive new business, identify your sweet spot, and focus your efforts on success.How to get your 20% OFF1. Go to MeetLeo.com to book a demo2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field3. Get 20% OFF

In this episode, Scott Howell and Bradley Flowers talk with Andrew Correll to discuss the relationship between insurance underwriters and marketing reps, stressing the importance of clear communication and collaboration. They discuss the significance of strong relationships with underwriters and the opportunities within the cyber insurance market. Next, they introduce a system for monitoring security breaches and discuss data security measures.In summary, this episode covers the complexities of insurance coverage, challenges of managing employees, dynamics of the hiring process, the importance of relationships with underwriters, opportunities in the cyber insurance market, and the significance of data security. The conversations highlight the need for clear communication, collaboration, continuous learning, and staying informed about industry trends to succeed in the insurance business.Meet LeO and IGP Listeners Get 20% OFF >>>LeO is your personal AI sales assistant and sales growth tool for insurance agents.LeO helps you drive new business, identify your sweet spot, and focus your efforts on success.How to get your 20% OFF1. Go to MeetLeo.com to book a demo2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field3. Get 20% OFF///////////// SPONSORS: HawkSoft Agency Management SystemCustomize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys

In this episode, Bradley and Scott sit down with Michael and Courtney Weaver from Weaver Sales Academy. They talk about their time at State Farm, their current endeavors, and how agents can sell more insurance using the quote 3 method.Meet LeO and IGP Listeners Get 20% OFF >>>LeO is your personal AI sales assistant and sales growth tool for insurance agents.LeO helps you drive new business, identify your sweet spot, and focus your efforts on success.How to get your 20% OFF1. Go to MeetLeo.com to book a demo2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field3. Get 20% OFF///////////// SPONSORS: HawkSoft Agency Management SystemCustomize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys

Bradley and Scott sit down with Matthew Queen, an expert in captive insurance programs, to discuss the creation of captive programs, US government taxation of them, and the role of agents in managing their own captives. They also explore the benefits of captive insurance programs including tax advantages, agency control, and stability for clients.

In this episode Bradley and Scott sit down with Haley Thams from Plimsoll Media. The guys and Haley talk about content creation and marketing for insurance agents that doesn't suck and works.Get 1 FREE Video >>>Any agent thats listening to this can get 1 free 60 second video edited by going to plimsollmedia.comMeet LeO and IGP Listeners Get 20% OFF >>>LeO is your personal AI sales assistant and sales growth tool for insurance agents.LeO helps you drive new business, identify your sweet spot and focus your efforts on success.How to get your 20% OFF1. Go to MeetLeo.com to book a demo2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field3. Get 20% OFF///////////// SPONSORS: HawkSoft Agency Management SystemCustomize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys

In this episode of the Insurance Guys Podcast, Scott Howell and Bradley Flowers are joined by guest Adam Bowe, Co-Founder and Chief Executive Officer of Cake, to discuss the intricacies of buying an insurance agency. From debunking acquisition rumors to highlighting the importance of data analysis in evaluating insurance metrics, they provide valuable insights for independent agents. They also delve into the world of mergers and acquisitions (M&A), sharing their expertise on topics such as letter of intent (LOI) and exchanging book and carrier reports. Additionally, they showcase two innovative tools, Ascend and Leo, that can revolutionize agency billing processes and help find potential business prospects. Tune in as they explore the ever-changing landscape of insurance agency acquisitions and strategies for growth.Learn More About Cake Here >>>Meet LeO and IGP Listeners Get 20% OFF >>>LeO is your personal AI sales assistant and sales growth tool for insurance agents.LeO helps you drive new business, identify your sweet spot and focus your efforts on success.How to get your 20% OFF1. Go to MeetLeo.com to book a demo2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field3. Get 20% OFF///////////// SPONSORS: HawkSoft Agency Management SystemCustomize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys

On this episode, Bradley and Scott share their insights and thoughts on some recent news, headlines, and scuttlebutt in the insurance industry. More specifically, what is happening with HIPPO and shutting down new accounts, the ongoing lawyer problem in Florida insurance, and strategies for automation with existing clients and renewals. Plus, listen to Scott get his mind blown by discovering just how OCD Bradley really is with automating not only his agency but every moment of his life.Meet LeO and IGP Listeners Get 20% OFF >>>LeO is your personal AI sales assistant and sales growth tool for insurance agents.LeO helps you drive new business, identify your sweet spot and focus your efforts on success.How to get your 20% OFF1. Go to MeetLeo.com to book a demo2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field3. Get 20% OFF///////////// SPONSORS: HawkSoft Agency Management SystemCustomize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys

In this episode, Scott and Bradley dive deep into the world of insurance strategies and sales techniques with the insurance famous Tom Hegna. They discuss the importance of working with high-income individuals, the problem of underinsurance, and the need for more significant life insurance coverage in today's low-interest-rate environment. Tom shares insightful anecdotes, valuable advice on transitioning from Property and Casualty Insurance to Life Insurance, and techniques for selling larger coverage amounts. The episode also features a special guest, Tom Hegna, an economist, author, and retirement expert. Prepare for an engaging conversation filled with practical strategies and knowledge to help you succeed in the insurance industry. This is an IGP must listen to episode! Enjoy the show!Show Timeline00:02:42 Swimming with whales means working with wealthy clients. Average people need millions in life insurance.00:07:41 Insurance used to transfer wealth tax-free.00:11:41 Know your stuff; know your competitors. Ask questions to understand clients' needs.00:16:57 Universal Life policy funding is crucial for success. Whole Life preferred due to experience. Improper funding creates problems.00:18:53 Ways to transition from PNC to life insurance.00:23:11 Motivate with fear or greed to sell.00:25:11 Advisors have different processes; timelines can vary.00:27:59 Fantastic opportunity to grow your revenue. Listen, learn, sell, and succeed.///////////// SPONSORS: HawkSoft Agency Management SystemCustomize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys

Welcome back to another episode of the Insurance Guys Podcast! In today's episode, the outstandingly knowledgeable Kenny Urbania joins Scott and Bradley to discuss a crucial topic for insurance agents: acquisition opportunities. As the industry evolves, agents are wondering if now is the right time to pursue acquisitions or if there is hesitation due to current circumstances. Kenny shares insights on potential risks and benefits, drawing parallels to the real estate market during the economic downturn in 2008. The trio also dives into the importance of taking action, engaging with the community, and diversifying skills to become a trusted resource for clients. Plus, they delve into a scandal involving counterfeit letters of credit in the reinsurance market and share updates from a fascinating insurance conference they attended. So grab your headphones and get ready for an enlightening and action-packed episode of the Insurance Guys Podcast!///////////// SPONSORS: HawkSoft Agency Management SystemCustomize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. Ascend Check Out The Modern Insurance Payments Platform Book an Ascend demo at useascend.com/insuranceguys

On this episode of the Insurance Guys Podcast, Scott and Bradley talk with Bharath Bangalore, the founder of Blue Ocean Strategic Partners, a digital automation company that aims to streamline tasks for small and medium enterprises. Bharath sheds light on Robotic Process Automation (RPA) and its potential to transform the insurance industry. The guy's deep dive into RPA, how it can be utilized in insurance agencies, and discuss why the insurance industry needs to catch up. Plus, they explore the potential benefits of implementing RPA and discuss how automation can revolutionize how your insurance agency works.From automated late pay notices to robotic automation through Adapt API, Bharatha shares insightful examples of how automation already benefits insurance agencies. He emphasizes automation's cost savings and time efficiency, allowing employees to focus on more critical tasks and elevate the customer experience.If you've ever wondered how to leverage technology to level the playing field and gain an advantage over your competitors, this episode is a must-listen. Join us as we explore the world of automation in the insurance industry, discuss future possibilities, and provide resources to help you implement these transformative strategies in your agency.So grab your headphones, buckle up, and get ready to learn more about the exciting world of insurance automation with Bharath Bangalore on this episode of The Insurance Guys Podcast!