Insurance Agency Trendsetters – Details, episodes & analysis

Podcast details

Technical and general information from the podcast's RSS feed.

Insurance Agency Trendsetters

Charlotte Hicks and George Robertson

Business

Technology

Business

Frequency: 1 episode/37d. Total Eps: 42

Join Charlotte Hicks and George Robertson as they discuss trends in marketing and technology to help insurance agents be more profitable and efficient and deliver a customer experience that attracts and retains their ideal clients.

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Apple

Recent rankings

Latest chart positions across Apple Podcasts and Spotify rankings.

Apple Podcasts

🇨🇦 Canada - marketing
26/05/2025
#84
🇨🇦 Canada - marketing
25/05/2025
#51
🇨🇦 Canada - marketing
14/05/2025
#78

Spotify

No recent rankings available

Shared links between episodes and podcasts

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https://insuranceagencytrendsetters.com/032-2/
3 shares
https://insuranceagencytrendsetters.com/023/
3 shares
https://insuranceagencytrendsetters.com/025/
3 shares

https://twitter.com/sethzaremba
1 share

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RSS feed quality

To improve

Score global : 42%

Publication history

Monthly episode publishing history over the past years.

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Brad Ruben: Cybersecurity, DMARC, and How Agents are Using AI

Tuesday, March 5, 2024 • Duration 43:01

Brad Ruben of Archway Computers joins us to talk about all things IT for independent agencies:

Cybersecurity and unusual requirements in carrier contracts
How DMARC impacts your agency emails and what you must do immediately
Why Multi-factor Authentication is so critical
One easy-to-use tech tool that customers love
How AI is being used in agencies today

As an independent agent, it's easy to push IT to the back burner but as Brad explains, having up-to-date software and security procedures is critical. Outsourcing the management of your agency's IT is a good way to reduce the risk of cyber crime and system downtime.

Links:
Archway Computer: myarchway.com

Full show notes and more episodes: Insurance Agency Trendsetters

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Ron Shroyer: How AI is Helping Insurance Agencies Grow Organically

Tuesday, December 12, 2023 • Duration 33:51

#041 - Join us for an engaging discussion as Charlotte Hicks and George Robertson chat with Ron Shroyer from Aureus Analytics about the latest developments in their company over the past two years. In this podcast episode, we dive into the world of insurance technology and its impact on the industry's operations and client services.

Ron sheds light on the growing utilization of AI and big data analytics in insurance agencies. These technologies are playing a significant role in streamlining operations and improving efficiency, ultimately leading to better service for clients. He also shares insights into Aureus Analytics' successful integrations with management system platforms like Applied and EZLynx, as well as their partnership with Agency Zoom.

This isn't Ron's first time on our podcast, and his experience and expertise in the insurance industry make for a fascinating conversation. He offers valuable insights into the future of the industry and how technology is driving demand and adoption by new players in the market.

If you're interested in learning more about the evolving landscape of the insurance industry and the role of technology in shaping its future, join us for this informative discussion with Ron Shroyer from Aureus Analytics.

00:35 Revisiting the Journey of Aureus Analytics
00:54 The Evolution of AI in Insurance
01:26 The Impact of AI on Insurance Agencies
02:23 The Role of AI in Customer Retention and Cross-Selling
02:57 The Increasing Interest in AI Among Insurance Agencies
04:12 The Integration of Donna with Other Platforms
04:35 The Difference Between Reporting and Analytics
05:44 The Role of AI in Enhancing Agency Workflows
09:14 The Future of AI in Insurance Agencies
21:27 The Impact of Acquisitions on Tech Adoption in Insurance Agencies
26:38 Emerging Insurtech Solutions

Links:

Aureus Analytics

Insurance Agency Trendsetters Episode 041 (with full show notes)

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Aubie Knight: Helping Agencies Thrive in the Insurtech World

Thursday, November 18, 2021 • Duration 55:24

#032 – Aubie Knight of IIANC see a “great day of reckoning” coming for insurance agents. Find out how IIANC is helping their agents prepare and succeed as the insurance landscape changes.

In today’s podcast, Aubie discusses:

The biggest challenge agents say they are facing in the next three years
Why insurance education isn’t enough to guarantee CSR success
What is now causing a great divide among agencies and how you can be on the profitable side
One thing you must be spending money on right now if you want to grow
The integration of Nationwide agencies into the independent agency system and the benefits they brought with them
How data analytics is changing how we sell insurance

Plus, we talk about the newly launched Catalyit with a big announcement for IIANC agencies!

Aubie can be reached by email: aknight [at] iianc.com or phone: 919-863-6546

For full show notes and previous podcast episodes go to:

www. Insuranceagencytrendsetters.com/032-2

And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

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Carey Wallace: Are You Leaving Money on the Table?

Wednesday, November 3, 2021 • Duration 43:29

#031 – Most agency owners spend their entire careers making sales but forgetting to prepare for the one that has the most impact — selling their agency. Find out what you need to do now so you don’t leave money on the table.

In today’s podcast, Carey talks about:

The aging demographic in the industry and what that means to you
How the pandemic has changed agency owners’ plans
Four trends impacting agency value today
Avoiding a fire sale price — easy steps to take today to protect your business
What to never put in your perpetuation plan
The #1 value driver of insurance agencies
What agencies have done to make their acquisitions successful
The top 2 things CPAs say you should do now to maximize your agency’s value

Plus, we talk about the newly launched Catalyit and how it’s helping agents simplify their technology decisions.

Get in touch with Carey: Carey [at] agency-focus.com or visit Agency Focus

For full show notes and previous podcast episodes go to:

www. Insuranceagencytrendsetters.com/031-2

And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

Related Episodes:

Episode 26: Lisa Lounsbury
Episode 29: Seth Zaremba

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Chris Paradiso: Building a Customer-Centric Agency

Wednesday, October 20, 2021 • Duration 51:44

#030 – Discover how Chris Paradiso has established a solid, consistent brand that resonates with his ideal customers and has given him consistent, high-quality growth.

In today’s podcast, Chris talks about:

What a brand guide is and why you must have one
How and why to take a stand and quit trying to please everyone
The three key things that you need for a strong online presence
What his agency does to drastically improve the customer experience – and increase retention
The tech tools that are helping him better serve his customers

You’ll be inspired by this time with Chris – we certainly were!

Plus, Chris made a very special offer on the podcast to our listeners – you don’t want to miss this gift!

For full show notes and previous podcast episodes go to:

www. Insuranceagencytrendsetters.com/030-2

And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

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Seth Zaremba: Uncovering the Hidden Value in Your Agency

Thursday, October 7, 2021 • Duration 44:43

#029 – Data. It’s been in our agencies all along. We just haven’t been able to see it in a way that’s helpful.

Seth Zaremba, founder of batomic and creator of neon, isn’t just helping agents with data analytics. He’s changing the way we do business and making it better for the consumer, more profitable for the agent, and bringing more value to carrier relationships.

In today’s podcast, Seth reveals:

How Otis Elevator Company scooped the insurance industry
The fatal flaws in most agency data reporting
Four ways the data in your agency can increase your revenue
How most agents are bringing a knife to a gunfight and the one thing you need to make it a fight you can win
The two things any technology you use must do

Seth gives us some real-life examples from his agency that show how the right information can make boosting both new business and retention much easier.

Links:

Learn more about batomic and neon here

Contact Seth: Seth [at] batomic.com

Twitter: @sethzaremba

Special Event! Master the secrets of client attraction in today’s digital world. Join the free Category of One challenge happening October 18-22. Get all the details and sign up here.

For full show notes and previous podcast episodes go to:

www. Insuranceagencytrendsetters.com/029-2

And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

Are Your Customers and Prospects Really Hearing What You’re Saying?

Tuesday, May 25, 2021 • Duration 22:57

#028 – Recently, two 911 calls highlighted a common problem –- we don’t always communicate clearly, even when we’re speaking the same language.

We’ll listen to the 911 call and then talk about how it applies to our conversations with customers, prospects, and others we do business with.

For full show notes and previous podcast episodes go to:

www. Insuranceagencytrendsetters.com/028

And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

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CNA: A Cyberattack Case Study

Tuesday, May 4, 2021 • Duration 30:14

#027 – CNA recently experienced a severe and sophisticated rasomware attack. George and Charlotte examine the aspects of the attack and the wide-ranging impacts.

Just some of what’s covered in today’s discussion:

What happened and the impact to CNA’s ability to conduct business
How policyholders were impacted
What was done well and what could have been done better
How agents can protect themselves from similar attacks
Steps every agent should do for their customers in this situation

For full show notes and previous podcast episodes go to:

www. Insuranceagencytrendsetters.com/027-2

And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

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Lisa Lounsbury: How the Big I is Supporting Agents through the Pandemic and Beyond

Tuesday, April 20, 2021 • Duration 38:14

#026 – In today’s episode, George and Charlotte talk with Lisa Lounsbury of the Big I New York about their experience through the pandemic, the new ways they are supporting independent agents, and the upcoming launch of Catalyit.

Just some of what’s covered in today’s discussion:

The impact of the pandemic on their agents and association
How they reacted to the regulatory directives from the state government
The challenge of finding talent in the insurance industry and how they are solving the problem
The importance of an agency tech stack and how it impacts hiring success
The launch of Catalyit and the benefits it provides for agents
Are agents retaining remote work or returning to fully in-person?

Plus, Lisa reveals her new hobby and how it’s developed during the pandemic.

For full show notes and previous podcast episodes go to:

www. Insuranceagencytrendsetters.com/026

And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

LINKS:

Insuremycareer.com

Catalyit.com

Big I NY

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Chris Lane of Tarmika - Building the Path of Least Resistance

Tuesday, April 6, 2021 • Duration 30:48

#025 – In today’s episode, George and Charlotte talk with Chris Lane of Tarmika about streamlining the commercial lines quoting process so agents can focus their time on the customer, not carrier applications.

Just some of what’s covered in today’s discussion:

The sneaky way profits may be leaking out of your agency
Painlessly streamlining policy placement
How agencies are benefiting from Tarmika’s partnership with bAtomic and Neon
TarmikaX and agency lead generation
Customizing Tarmika for your carrier appointments

Plus, discover the story behind the Tarmika name.

Links:
For a demo to see how Tarmika can help your agency, visit Tarmika.com

For full show notes and previous podcast episodes go to:

www. Insuranceagencytrendsetters.com/025

And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

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Insurance Agency Trendsetters – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Insurance Agency Trendsetters – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other50

Twitter1

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other50

Twitter1