Agency Freedom

In this episode, James talks with Brandon Rondon, Owner of Rondon Insurance Services. To learn more about Rondon Insurance Services, visit https://www.rondonins.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedomEmail us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.Key Topics: Transition from MMA to insurance Approach to sales and client relationships Insights on leadership and team building Effective use of feedback within teams Strategies for personal and professional growth The role of constructive criticism in development Integrating new technologies and systems in business operations

In this episode, James talks with Sandra Gebhardt, an Online Marketing Strategist. To learn more about Sandra Gebhardt Digital Marketing, visit https://sandragebhardt.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedomEmail us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.Key Topics: Sandra's entry into the insurance industry and transition to marketing Importance of personal branding in marketing Using organic social media to enhance business growth Tips for optimizing marketing strategies and community involvement Benefits of a Fractional Chief Marketing Officer Challenges faced by insurance agents and strategies for success

In this episode, James talks with Patrick Murakami, Owner of Uprise Unlimited Coaching and Consulting. To learn more about Uprise Unlimited Coaching and Consulting, visit https://upriseunlimited.net. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedomEmail us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.Key Topics: Patrick's family military background and its impact Overcoming personal challenges  Career transition from call centers to owning an insurance agency Utilizing social media and AI in business growth Patrick's approach to customer relationships and service Leveraging Facebook groups for community and business development Innovations in using ChatGPT for business efficiency and client engagement

In this episode, James talks with Tyler Woodall, Founder of Agency Aid. To learn more about Agency Aid, visit https://agency-aid.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed.Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedomEmail us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.Key Topics: Tyler's entry and evolution in the insurance industry Transition to agency ownership and adoption of VAs during COVID Challenges of managing an insurance agency and solutions through VAs Development of a comprehensive training program for VAs Decision process and execution of selling his insurance agency Use of remote talent in the insurance industry Overview of Tyler's current business, Agency Aid, and its offerings

This is the final of three episodes recorded live in New Orleans at Accelerate presented by NetVu and Vertafore.In this episode, James talks with Syd Roe, Director, Agency Marketing at Vertafore. To learn more about Vertafore, visit https://www.vertafore.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed.Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedomEmail us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.Key Topics: Syd Roe's career journey from family insurance agency to Vertafore The creation and mission of AgencyOne at Vertafore Challenges and solutions for integrating various tech products in insurance The role of data and technology in the future of insurance agencies The importance of offering choice and independence in insurance technology How Vertafore’s Orange Partner Program supports integration and choice for agencies Syd's philosophy on leadership and work culture in the tech industry

Recorded live on location at Accelerate 2024 in New Orleans, LA.In this episode, James talks with Raution Jaiswal, Founder of InsuredMine. To learn more about InsuredMine, visit https://www.insuredmine.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedomEmail us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.Key Topics: InsuredMine’s emphasis on serving larger agencies with a minimum of 10 seats to deliver more significant value Noteworthy adoption among top agencies, with 14 out of the top 50 using InsuredMine Flexible platform configurations allow customization to fit diverse agency workflows Upcoming CRM 2.0 features include advanced deal predictability and enhanced data integration Continuous enhancements driven by user feedback, aiming for 600-700 new features annually Future focus on AI and natural language processing to improve usability and data handling

In this episode, James talks with Chris Cline, the Executive Director of the Agents Council for Technology with Big I. To learn more about Agents Council for Technology with Big I, visit https://www.independentagent.com/act. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedomEmail us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.Key Topics: Introduction to Chris Cline and his role as Executive Director of the Agents Council for Technology with Big I The Big I’s national model and its impact on State Chapters Chris Cline's diverse career journey The inception and evolution of technology in insurance Impact of relationships and networking in the industry Future of the Agents Council for Technology and its role in enhancing industry collaboration Chris' perspective on personal and professional growth

In this episode, James talks with Niki Henley, Owner of Extra Mile Insurance Solutions. To learn more about Extra Mile Insurance Solutions, visit https://www.extramileins.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedomEmail us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.Key Topics: Niki shares her early career path and rapid shift to agency ownership Importance of technology and automation in scaling insurance operations Utilization of social media and video for market leadership Strategies for navigating hard market conditions effectively Emphasis on education and learning within the insurance field Challenges and opportunities of running an agency in a competitive environment

In this candid and revealing conversation, James interviews the three most senior members of the RiskWell team. This special two-part episode gets into origin stories, and personal anecdotes and goes deep into how RiskWell operates in the marketplace.To learn more about RiskWell, visit https://www.riskwell.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedomEmail us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.Key Topics: Implementing structured processes in insurance Specialization and scalability in business operations Leveraging past experience for better client relationships Adapting services to client needs and service improvement Enhancing team dynamics and communication Strategies for future growth and maintaining client relationships

In this candid and revealing conversation, James interviews the three most senior members of the RiskWell team. This special two-part episode gets into origin stories, and personal anecdotes and goes deep into how RiskWell operates in the marketplace.To learn more about RiskWell, visit https://www.riskwell.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedomEmail us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.Key Topics: Introduction of the Executive team at RiskWell and their roles in the agency Reflections on the growth and evolution of the podcast from its early episodes The challenges and advantages of working remotely and the dynamics it brings to the team Insights into the culture of innovation and willingness to experiment within the agency Discussion on the impact of personal growth on professional development within the company Exploration of the unique management style and team interactions at RiskWell Plans and visions for the future of RiskWell and its continued evolution