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The Digital Insurance Agent

Carl Willis - Agent Branding & Marketing

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The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age. Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market. Whether you're a seasoned pro or just startin ...
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Welcome to Insurance Agent Podcast! We are excited to help agents become the best at their craft. Our podcast is powered by the #1 Insurance Agent CRM, Alpha Agent CRM. This is a podcast for Insurance agents hosted by insurance agents. We know that being an insurance agent can be challenging, but we are here to help you overcome any obstacle. Tune in each week for new episodes packed with useful information that you can use to improve your businesses. Thank you for joining us on this journey!
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Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discuss ...
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Insurance Agents Talk Shop

Doug Coombs, Executive Vice President, Chief Marketing Officer, SIAA

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Lively discussions with insurance agents and other insurance professionals regarding issues of the day, challenges experienced, successes enjoyed, innovations explored, and more. Join us to gain insights – unless you already have “all the answers”. Hosted by Doug Coombs, Chief Marketing Officer for SIAA – the largest network of independent insurance agencies in the United States.
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Medicare Insurance Agents Podcast

Vista Mutual Insurance Service

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The Owners of Vista Mutual Insurance Services talk everything Medicare Insurance. From Lead Generation, How to run an Appointment, to how you should pick your Medicare insurance and agent. We will talk how we run our business in every facet.
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Explore the transformative power of artificial intelligence in search engine optimization with our latest webinar replay, "Beyond Keywords: How AI is Redefining SEO Strategies for Insurance Agents." Dive deep into the innovative ways AI is enhancing SEO tactics, led by industry experts Carl Willis and Jason Crabtree. This session unpacks the utilit…
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In today's episode of planet of the agents, I'm going to discuss some of the wonderful reasons that we are so lucky to be in the insurance industry. With your insurance agent, broker, wholesaler, or play another role in the business, there is so many things to be happy about. Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up …
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In this episode, John Barfield, EVP of Braishfield, shares his insights and experiences in the insurance industry. He discusses the importance of getting involved in the insurance community and the various ways to do so, including networking and utilizing social media. John also highlights the partnership between Bracefield and Coterie, emphasizing…
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Insurance headlines from the property and casualty insurance agency business in 2024. Auto insurance, property insurance, homeowners insurance rates are changing and carriers are pulling out of the market. Do your clients know what's going on in insurance? Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up for insurance agent …
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Uncover the secrets to evaluating lead quality in the insurance industry with this comprehensive episode. We delve into how insurance agents can sift through various lead services to find the most promising prospects. Learn about the metrics that matter, from conversion rates to lead origin, and how technology can streamline the process. This episo…
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In today's episode of planet of the agents, I discuss the hard market in property and casualty insurance and the opportunity that insurance agents have. There is no time like the present to seize the opportunity. Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up for insurance agent social events at: https://insurancesocials.c…
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In this invigorating episode of The Digital Insurance Agent podcast, host Carl Willis engages with the insightful Andy Neary, founder of Complete Game Consulting, to delve deep into the strategies that propel insurance agents towards unprecedented sales success. Andy, with his extensive background as a former professional athlete turned insurance s…
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In this conversation, Michael Fiedel, co-founder of InsurTech Ohio and PolicyFly, discusses the evolution of the insurance industry and the role of technology in shaping its future. He shares the origins of InsurTech Ohio and how it has become a platform for celebrating innovation and fostering conversation in the industry. Fiedel highlights the im…
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In this conversation, Caitlin Saenz, the Chief Operating Officer at Coverhound, shares her journey in the insurance industry and the challenges and rewards of working in the InsurTech space. She emphasizes the importance of building a happy and engaged team and provides insights on hiring for culture fit and growth. Caitlin also discusses the appro…
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Do you spend a lot of your time trying answer the same questions over and over? Why not create a system where you and your team can easily have ready for both phone conversations and emails to put your entire staff on the same page and reduce the work of trying to come up with the answer over and over. Insurance agents already work so hard, so why …
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In this transformative episode of The Digital Insurance Agent podcast, host Carl Willis is joined by the insurance industry titan Jay Abdulaziz, whose remarkable journey has led to generating over $120 million in insurance commissions. This session dives deep into the systems and strategies that have propelled Jay to the pinnacle of success. Carl a…
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In this conversation, Dustyne Bryant, Director of Risk and Insurance Education and Research at the National Alliance for Insurance Education and Research, discusses the birth and evolution of her podcast, Awkward Insurance. She shares how the podcast aims to make insurance topics more engaging and fun. Dustyne also talks about the future of insuran…
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In this dynamic episode of The Digital Insurance Agent, host Carl Willis sits down with Alex Miranda, the visionary behind Virtrify, to delve into the transformative power of virtual teams in the insurance industry. As insurance agencies navigate the complexities of the digital age, finding innovative ways to scale and enhance efficiency is paramou…
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In today’s environment, the agency management system (AMS) has indeed become a critical component of agency operations. It’s time to get rid of, or at least reduce your reliance on, that paper filing cabinet. These days, an AMS can really help you get to that paperless office, while increasing your overall agency efficiency. We're joined by Michael…
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In this conversation, Ashleigh Burden interviews Elisa Stampf, the co-founder and CEO of Insure Equality, a tech nonprofit focused on creating cultural change and accountability in the insurance industry. Elisa shares her background and the journey that led her to create Insure Equality. She discusses the importance of creating a safe space in the …
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Season four of the And I Quote Podcast kicks off with exciting conversations and thought-provoking insights. The hosts, Ashley Burden and Bobbie Collies, discuss the evolving landscape of insurtech and the integration of digital transformation in the insurance industry. They also express their anticipation for upcoming events and the growth of Cote…
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Choosing the right software for your insurance agency is not easy. There are a lot of features that you nee, and many that you actually do not need that are included with many software packages. In this episode of Planet of the Agents I will discuss the options available to property and casualty insurance agents in the different software from which…
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Technology keeps advancing and improving, making it difficult to know when and what to choose for systems that will help insurance agency operations become more efficient. In this episode of IATS, we consider the systems most needed by, and order of implementation at, insurance agencies. We're joined by Michael Streit, General Manager of EZLynx, wh…
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In this enlightening episode of "AI 2024: Navigating the Future - A Practical Overview for Insurance Agents," your host, Carl Willis, engages in a captivating conversation with Jonathan Mast, the visionary founder of White Beard Strategies. Join them as they explore the transformative power of AI and its implications for insurance agents in the ear…
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Welcome to another insightful episode of The Digital Insurance Agent podcast! In this edition, we're diving into the world of savvy solutions to help your customers save big on auto insurance. Our special guest, John Roppolo from Nexlearn, joins us to unravel the benefits of DriveSafe Online—a game-changer for insurance agents navigating the high-r…
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2023 was a challenging year for the insurance industry and insurance agents, to say the least. In this episode of IATS, Doug Coombs invites listeners to take stock of their current situation and discusses items to consider as we head into the new year. The approach is not to provide a series of recommendations, but to ask, “Have you considered this…
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In this enlightening episode of The Digital Insurance Agent podcast, join our host as he sits down with Jason Crabtree, the Director of Search Engine Optimization at Agent Branding & Marketing. Get ready to unravel the secrets behind conquering Google search rankings and elevating your digital presence. 🔍 Dive deep into the world of SEO with Jason …
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In today's business landscape, keeping existing clients is crucial. Cross-selling, or offering your current clientele complementary products and services, is an important strategy that can significantly boost client retention. Dive with us into this episode of IATS, as we discuss effective cross-selling and its role in maintaining client loyalty. W…
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Learn more about Medizues - https://agentbrandingandmarketing.com/medizues On this episode of The Digital Insurance Agent podcast, join our host, Carl Willis, as he sits down with the innovative mind behind Medizues, Evan MacGuffie. Dive into Evan's fascinating journey as he unveils the story behind his quest to enhance the retention rate of Medica…
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Are you ready to master the art of selling commercial lines insurance? Join us as we dive into this complex sphere with guest, Jerry Thacker, Agency Growth Coach at AHA Insurance Network. In this episode, you will learn how agents can cater to the diverse needs of businesses, explore the profound differences between personal and commercial lines, a…
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Join us as we explore the insights and ideas that came to life at IAEvolve! In this episode, our guests, Brendan Mulcahy, Vice President of Technology and Innovation Partnerships at SIAA, Jillian Wolley, Marketing Manager, Partnerships at SIAA, and Lisa Grover, Vice President of Marketing at SIAA, share their unique perspectives and reflections on …
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I love P&C insurance agent and insurance agency owner, then you probably have a a lot of tasks to manage convention. In this episode, I will discus my recent experience at the insurance convention and why I appreciate what I can gain from a convention. ---- Make sure that you are signed up for the newsletter at planetoftheagents.com…
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Get ready for a riveting journey into the world of insurance! We're ecstatic to have with us Jeff Bair, head of IA Marketing and National Accounts at Foremost Insurance, who shines a spotlight on the delicate dance between insurance agents and carriers. Market complexities abound, and maintaining customer trust while navigating premium increases is…
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In this enlightening episode host Carl Willis sits down with Brian Reina, a seasoned expert in the field of insurance marketing, to explore the pivotal role of digital branding in an insurance agent's marketing strategy. In today's tech-driven world, your online presence is your first impression. Brian shares invaluable insights into how insurance …
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In this enlightening episode, we delve deep into the world of insurance agents and their digital branding strategies. Our guest, Brian Reina, a seasoned expert in the world of digital branding, shares invaluable insights on how insurance agents can leverage digital branding to stand out in a competitive market. Brian breaks down the complexities of…
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In the latest episode of Insurance Agents Talk Shop, host Doug Coombs and Cara Nagy Schoettes from Code & Color talk about why a solid online game plan is key today. They touch on must-haves like a good website, being social media savvy, and getting noticed online. Cara gives some tips on tools and platforms and advice for those feeling a bit lost …
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In this episode of Insurance Agents Talk Shop, host Doug Coombs is joined by Lisa Grover, Vice President of Marketing at SIAA, to discuss the upcoming IA Evolve 2023 conference. IA Evolve is a must-attend event for independent agents interested in innovation in the insurance industry, from tools to best practices and methodologies. Tune in for Lisa…
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Are you an insurance agent looking to boost your online presence and attract more clients? Look no further! In this insightful episode, we delve deep into the world of SEO and uncover the secrets of On-Page and Off-Page Optimization tailored specifically for insurance professionals. On-Page Optimization: Discover the fundamental strategies to optim…
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Are you an insurance agent looking to skyrocket your online visibility and reel in those potential clients? Brace yourself for an enlightening journey into the world of Search Engine Optimization (SEO) and Local SEO tailored specifically for insurance professionals! In this game-changing episode, we dive deep into the crucial differences between SE…
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Coterie Insurance wraps up season 3 of our podcast, And I Quote. This season we had 2 incredible hosts, Bobbie Collies and Ashleigh Burden. They each spoke to incredible guests who all shared really significant insights and stories. You can listen to all the episodes on Spotify, Apple Podcasts, or YouTube. Learn more about Coterie Insurance: https:…
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If you are a P&C insurance agent or insurance agency owner, then you probably have a a lot of tasks to manage. Your plate is full and there are another hundred items on your list that you need to complete. In this episode of Planet of the Agents, I discus different wants to manage tasks in your insurance business. You have options with an AMS, CRM,…
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In this episode of Insurance Agents Talk Shop, listeners are taken on a deep dive into the world of insurance aggregators, clusters, and networks. Don't miss this insightful conversation with Jack Calabrese, SIAA’s Senior Vice President of National Recruiting & Sales, as he shares his take on the differences between the three, providing valuable in…
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Are you an insurance agent struggling to find the perfect technology to take your agency to the next level? Look no further! We have an episode of The Digital Insurance Agent podcast that you won't want to miss. Join us as we sit down with the industry's leading expert, Caden Braly, CEO of AgentsTech, to explore the fascinating world of InsurTech a…
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Lou Facciponti is President of Commercial Lines & Owner of Blue Coat Insurance Group in Maryland. He joins our host, Ashleigh Burden as a guest on our podcast, And I Quote, to discuss how he turned his 14-year career of Police work into a completely new path of becoming an Insurance Agency Owner. After 3 years of learning the industry, getting lice…
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P&C Insurance Agents (property and casualty agents) have so much opportunity in both a good economy and a bad economy. Things are always changing, but an insurance agent can stay stable. ---- Make sure that you are signed up for the newsletter at planetoftheagents.comDoor Dave Baker
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In this episode, "What's in a Brand? Part 2," we delve into SIAA’s own rebranding journey. Our guest, Matt Masiello, the Chief Executive Officer of SIAA, shares valuable insights on why SIAA decided to embark on this rebranding process and what it means for the Alliance. Join us as we explore how the new brand aligns with SIAA's mission, values, an…
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With 19 years in the insurance industry, I have learned some valuable lessons about working in P&C insurance. I've spent time as a retail agent and wholesaler, so I have my share of stories an experiences. I also share my big takeaway from my experiences. Sign up for planetoftheagents.com today to get my newsletter…
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Join host Doug Coombs, Chief Marketing Officer at SIAA, in this episode of Insurance Agents Talk Shop as he and Josh Kelly, Managing Partner and Chief Strategist at FINE, A Brand Agency, discuss branding for independent insurance agencies. Learn about the key elements of a strong brand, gain valuable insights on avoiding common branding mistakes, a…
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In this captivating episode of The Digital Insurance Agent podcast, we delve into the world of AI and automation with our special guest, Rick Elmore, the innovative founder of Simply Noted. Join us as we explore the realm of user experience and how cutting-edge technology can revolutionize the insurance industry. As the digital landscape continues …
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Meg McKeen joins Coterie Insurance on our podcast, And I Quote for a very insightful episode on discovering your strengths, overcoming burnout, lifting women in the insurance space up, and helping insurance companies reach their fullest potential by empowering their teams. Meg has an extensive background and resume within the insurance space starti…
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Join us on this insightful episode of The Digital Insurance Agent podcast as we sit down with the esteemed guest, Dave Schneider, the expert behind Shortlist.io. In this engaging interview, we dive deep into the world of link building and explore the current trends that shape the digital landscape. Link building is an essential aspect of any succes…
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Ati Grinspun joins Ashleigh Burden as a guest on Coterie Insurance's podcast, And I Quote to discuss personal branding for insurance agents. Ati is a personal branding coach and photographer working with women who are the face of their businesses. She helps them build profitable personal brands that attract dream clients and make a massive impact o…
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In this episode of The Digital Insurance Agent podcast, we dive deep into the world of digital marketing and explore effective strategies to attract more customers online in the ever-evolving insurance industry. Join us as we uncover valuable insights and expert tips from the art of digital marketing. We start by demystifying the fundamentals of di…
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