Bonus Episode: A Look Back at 2021 and a Look Ahead to 2022
#035 – George and Charlotte look back at highlights from the last year and give their predictions for the industry in 2022.Referenced Podcast Episodes...
Insurance Agency Trendsetters
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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.
Ron Shroyer: Leveraging Data to Add Value to Your Customers and Your Agency
Description:#034 – What you don’t know about your customers can hurt you — and them. In this episode, we talk with Ron Shroyer of Aureus Analytics ab...
Wunderite: How Making Customers Your Focus Benefits Everyone
#033 – One form. 550 fields. Agents hate it. Customers hate it. But now there’s another way. Discover how Wunderite has transformed the information-ga...
Aubie Knight: Helping Agencies Thrive in the Insurtech World
#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 succee...
Carey Wallace: Are You Leaving Money on the Table?
#031 – Most agency owners spend their entire careers making sales but forgetting to prepare for the one that has the most impact — selling their agenc...
Chris Paradiso: Building a Customer-Centric Agency
#030 – Discover how Chris Paradiso has established a solid, consistent brand that resonates with his ideal customers and has given him consistent, hig...
Seth Zaremba: Uncovering the Hidden Value in Your Agency
#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 cr...
Are Your Customers and Prospects Really Hearing What You’re Saying?
#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...
CNA: A Cyberattack Case Study
#027 – CNA recently experienced a severe and sophisticated rasomware attack. George and Charlotte examine the aspects of the attack and the wide-rangi...
Lisa Lounsbury: How the Big I is Supporting Agents through the Pandemic and Beyond
#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 wa...