Finding Peak [Formerly The Ryan Hanley Show]

Became a Master of the Close: https://masteroftheclose.comIn this episode of The Ryan Hanley Show, Zach Mefferd, co-founder of Coverage Direct and Zip Bonds, joins the podcast for a spirited discussion on what it means to transition from independent insurance agent to InsurTech technologist.Zach is an all-time thinker in the independent insurance industry, and it is a true pleasure to have him on the show.Episode Highlights: Zach explains how hard it is to build technology and his unique perspective on building the technology for Zip Bonds . (3:58) Zach shares how he also gets frustrated with technological solutions. (7:24) Zach elaborates on the program they call Zip Score, which focuses on small contractors. (10:38) Zach explains that the agencies that have the most success with their product, allow them to be an extension of their business. (15:40) Zach shares that they intentionally hire people with underwriting experience or those with an underwriter mindset. (20:15)  Zach talks about the building of the commercial side of the business as well as focusing on the overlooked areas in surety as their set of new features. (24:47) Zach explains that even if customers don't know that they need it they will eventually know somebody who will need surety. (28:36) Zach explains that carriers, larger agencies, and people that have influence in this space are starting to understand the reality of API connections. (32:16) Key Quotes: "People are as complicated as technology. You just have to kind of understand how to see that, hey, it's a broken thing, and do that in a systematic way." - Zach Mefferd "What I really see us able to do, and I'm really glad that it's kind of morphed into this, is we want to be the division of surety for your agency. We're never going to compete, obviously, with P&C." - Zach Mefferd "I say all the time, you don't get it if you don't ask for it. All you gotta do is ask. They don't know that you have it and if you haven't asked for the opportunity, you're going to miss it. Someone else is going to take it." - Zach Mefferd Resources Mentioned: Zach Mefferd LinkedIn Zip Bonds Reach out to Ryan Hanley Learn more about your ad choices. Visit megaphone.fm/adchoices Episodes You Might Enjoy:From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delkFrom One Man Shop to $200M in Revenue: https://lnk.to/tommymelloIs Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Became a Master of the Close: https://masteroftheclose.comIn this episode of The Ryan Hanley Show, Raghav Tanna, Co-Founder, and CEO of Tarmika joins the podcast for an all-time discussion on building technology, the independent insurance industry, and world domination.Raghav is always the most interesting guy in the room, so don't miss this tremendous episode...Episode Highlights: Raghav talks about the impact of embedded insurance on independent insurance agencies. (5:50) Raghav explains how Tarmika can help create the ideal digital insurance workflow. (10:06) Raghav mentions the need to embed oneself in areas where consumers already trust the brand. (15:15) Raghav explains why retention is where agencies need to focus their customer experience in a digital world. (16:09) Raghav mentions that the best way to find out what a customer wants is to ask them. (20:25) Raghav discusses whether he would sell his company. (36:23) Raghav congratulates Ryan on creating a scalable platform that others wanted to utilize in the future. (39:34) Key Quotes: “You need to embed yourself into places where people already trust the brand.” - Raghav Tanna “Embedded insurance is a buzzword, and I wish there was a different word we can use. Because I think too many people say they can do it. It does not completely destroy the independent agency channel and it shouldn't. It makes people work harder and work differently to get small commercial business for their agency. I think that's the piece that we need to focus.” - Raghav Tanna “I think you need to make 30-40 touch points per customer to make sure they feel heard and feel wanted. Right? You have to do that. Because you have zero touchpoints when you sell them in a digital world.” - Raghav Tanna Resources Mentioned: Raghav Tanna LinkedIn Tarmika Reach out to Ryan Hanley Learn more about your ad choices. Visit megaphone.fm/adchoices Episodes You Might Enjoy:From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delkFrom One Man Shop to $200M in Revenue: https://lnk.to/tommymelloIs Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Became a Master of the Close: https://masteroftheclose.comIn this tremendous episode of The Ryan Hanley Show, We're joined by the one-and-only Bobbie Collies, Vice President of Distribution at Coterie Insurance. Bobbie is the perfect blend of a carrier professional the industry needs to cultivate; traditionally trained but insurtech-minded.We're honored to have Bobbie on the show…Resources Mentioned: Bobbie Collies LinkedIn Coterie Insurance Reach out to Ryan Hanley Learn more about your ad choices. Visit megaphone.fm/adchoices Episodes You Might Enjoy:From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delkFrom One Man Shop to $200M in Revenue: https://lnk.to/tommymelloIs Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Became a Master of the Close: https://masteroftheclose.comIn this episode of The Ryan Hanley Show, take a look inside the acquisition of Rogue Risk by SIAA with Matt Masiello, CEO of SIAA, and Ryan Hanley, Founder and President of Rogue Risk.This is an episode you don't want to miss...Learn more about your ad choices. Visit megaphone.fm/adchoices Episodes You Might Enjoy:From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delkFrom One Man Shop to $200M in Revenue: https://lnk.to/tommymelloIs Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Became a Master of the Close: https://masteroftheclose.comIn this episode of The Ryan Hanley Show, Ryan Hanley interviews Andrew Darlington, the president of Veritas Risk Management and Insurance Services out of Johnson City, Tennessee. While Andrew might operate out of a small town, the way he approaches building and marketing his agency is anything but small town-minded.This is an episode of the show you don’t want to miss.Episode Highlights: Andrew shares his experience of being one of the first to use Salesforce for insurance. (07:12) Andrew talks about how they create their process by writing it down and using Salesforce to automate it. (12:10) Andrew discusses how long it took and how much he has spent building out Hubspot in their system, which he believes is a phenomenal system. (17:14)  Andrew shares that one of the advantages of Salesforce is that it is completely customizable. (21:26) Andrew explains that one-way Salesforce can take it to the next level is by making its system unbreakable. (26:09) Andrew talks about the reporting systems that Salesforce and HubSpot have. (28:32) Andrew shares that for a small agency that can use Donna, it is a game-changer. (31:17) Andrew shares that HubSpot and Salesforce are an investment of time, and learning that, if got right, are invaluable. (35:14) Key Quotes: "I mean, the great point is that when you have your processes, you write them down on paper, and you go through them, and that's what we're trying to do right now is get our processes better." - Andrew Darlington "The nice thing about Salesforce, as we're building out this process, is that it's completely customizable." - Andrew Darlington "Your processes will change a little bit, I think it gets even better once you understand the full scope of the tools that you have in front of you." - Andrew Darlington Resources Mentioned: Andrew Darlington LinkedIn Veritas Risk Management and Insurance Reach out to Ryan Hanley Learn more about your ad choices. Visit megaphone.fm/adchoices Episodes You Might Enjoy:From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delkFrom One Man Shop to $200M in Revenue: https://lnk.to/tommymelloIs Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Became a Master of the Close: https://masteroftheclose.comAlan Stein, Jr. is an experienced keynote speaker and author. At his core, he’s a performance coach with a passion for helping others change behaviors.He spent 15+ years working with the highest performing basketball players on the planet (including NBA superstars Kevin Durant, Steph Curry, and Kobe Bryant). Through his customized programs, he transfers his unique expertise to maximize both individual and organizational performance.In his latest book, Sustain Your Game, Alan explains how high performers who want to learn how to maintain excellence across the short, intermediate, and long term. It assembles invaluable advice and lessons from successful athletes, entrepreneurs, social scientists, journalists, CEOs, motivational speakers, business coaches, and consultants, as well as my own unique personal stories.Don't miss this episode...Learn more about your ad choices. Visit megaphone.fm/adchoices Episodes You Might Enjoy:From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delkFrom One Man Shop to $200M in Revenue: https://lnk.to/tommymelloIs Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Became a Master of the Close: https://masteroftheclose.comOn Sunday, March 27th, Will Smith walked on stage at the Oscars and bitchslapped Chris Rock for making fun of his wife, Jada Pinkett-Smith.Outrageous, yes... but also courageous in its own way. There's a lesson we can learn from this exchange that many will disagree with on principle.Let's discuss...Learn more about your ad choices. Visit megaphone.fm/adchoices Episodes You Might Enjoy:From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delkFrom One Man Shop to $200M in Revenue: https://lnk.to/tommymelloIs Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Became a Master of the Close: https://masteroftheclose.comThe Only Superpower You NeedThere is only one superpower you need to win.It's not intelligence or good looks or killer sales skills... it's macro consistency.The consistent, win.Period.Episode Highlights: Ryan explains why he hasn't done an episode in a couple of weeks. (1:26) Ryan believes that consistency is a success superpower. (3:11) Ryan discusses how the difference between those who use consistency as a superpower and those who don't is that those micro-moments may derail macro consistency. (4:58) Ryan explains that when people know they can rely on you, and you trust yourself, you have a superpower. (7:19) Ryan mentions that if he can think of anything he regrets, it's the times when he allowed micro-inconsistencies. (09:05) Ryan mentions that if you want to be successful, you must show up, return, and be consistent. Make a plan to make it happen. (11:26) Ryan expresses his desire for himself and everyone else to become the type of person who can trust themselves, who can believe that once they put their minds to anything, they will return back until the task is done. (12:46) Key Quotes: “When people know they can count on you, good things happen. And not just other people, like you start to trust yourself. And that to me, my friends is the superpower is that you trust yourself” - Ryan Hanley “We just can't let little micro speed bumps, little obstacles that show up derail us from coming back to that thing that we want, that we know is good, that we know brings us joy and happiness and meaning in our lives.” - Ryan Hanley “This is my goal to become the type of person who can trust myself, who can trust me, who I can believe that when I set myself to something I will continue to come back until the task is done. I wish that for myself. I wish it for you.” - Ryan Hanley Resources Mentioned:Reach out to Ryan Hanley Learn more about your ad choices. Visit megaphone.fm/adchoices Episodes You Might Enjoy:From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delkFrom One Man Shop to $200M in Revenue: https://lnk.to/tommymelloIs Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Became a Master of the Close: https://masteroftheclose.comAfter a 3-week hiatus, The Ryan Hanley Show is back, with a deep breakdown of the trends and ideas impacting the digital distribution of insurance products in 2022.This is Part II of a two-part series.Don't miss this one...Episode Highlights: Ryan discusses the Reuter’s report, “Insurance Distribution: 7 Key Trends for 2022” (3:06) Ryan talks about trend number 1, M&A activity, and explains that increased M&A doesn't necessarily lead to increased distribution. (5:18) Ryan explains that acquiring the right agency or set of agencies can be an enormous way to increase your distribution. (8:20) Ryan discusses trend number 2, the resilience of intermediaries, and what's in their books. (10:17) Ryan explains trend number 3 which is ecosystems openness, and the drive to circularity. (13:33) Ryan mentions that the innovation train is waiting for no one and innovation is already happening.(18:15) Ryan explains why embedded insurance, trend number 6, is something that we brokers should be most scared about. (24:07) Ryans shares trend number 7, customers are driving flexibility. (28:39) Ryan provides two different options and or ways how you can run your business successfully. (30:08) Ryan shares how he wants to deliver and be different from the rest. (33:17) Key Quotes: "The most opportunistic brokers are going to be the ones that can step forward and take market share from the competitors." - Ryan Hanley "But from a communication standpoint, flexibility is a key driver to scalable growth, in my opinion." - Ryan Hanley "I tell you today, our process isn't perfect. It's certainly not everything that I want it to be. But I know where we're going." - Ryan Hanley Resources Mentioned:Reach out to Ryan Hanley Learn more about your ad choices. Visit megaphone.fm/adchoices Episodes You Might Enjoy:From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delkFrom One Man Shop to $200M in Revenue: https://lnk.to/tommymelloIs Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Became a Master of the Close: https://masteroftheclose.comAfter a 3-week hiatus, The Ryan Hanley Show is back, with a deep breakdown of the trends and ideas impacting the digital distribution of insurance products in 2022.This is Part I of a two-part series.Don't miss this one.Episode Highlights: Ryan explains why he took a 3-week hiatus from recording. (0:30) Ryan talks about what has been happening over at Rogue Risk. (1:34) Ryan discusses the recent McKinsey report that says that the value in the insurance industry is rapidly shifting to brokers. (09:38) Ryan explains that branding and marketing can’t create the same level of connection without any human touch. (18:21) Ryan mentions that there's always another carrier that can write the business. (22:23) Ryan shares the power, capabilities, and advantages of brokers. (25:15) Ryan mentions that there's a huge opportunity for brokers to launch their paper. (27:35) Ryan shares that the human optimized model is what they were trying to do at Rouge. (30:39) Ryan shares that utilizing a mentor or just thinking through with your leadership team can make a big difference. (31:51) Key Quotes: "I'm sorry that I have not gotten an episode out to you in the last three weeks, I promise, I'll be more consistent because I want to be more consistent, because there are a lot of incredible things going on but I've just been a little overwhelmed." - Ryan Hanley "This is the way the industry is going. The winners are going to be human optimized." - Ryan Hanley "If you haven't built the systems processes, if you don't have the technology, if you haven't set expectations if you don't have the branding, content messaging, if you don't have a culture built inside your business, to support the retention, the service and retention of that business, it means nothing." - Ryan Hanley Resources Mentioned:Reach out to Ryan Hanley Learn more about your ad choices. Visit megaphone.fm/adchoices Episodes You Might Enjoy:From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delkFrom One Man Shop to $200M in Revenue: https://lnk.to/tommymelloIs Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9