Business Refocused

#78 - Lead Gen Strategy w/ Jonathan Lugo


Listen Later

In this episode, Carey and Lindsay sit down with Jonathan Lugo, a Producer at Veritas Insurance. They discuss Jonathan's journey into the insurance industry, his focus on his niche, and how he created FirmSecured to help grow that niche and build a specialized career as a young producer entering the insurance space. The interview touches on building a lead generation pipeline, customizing Salesforce and HubSpot to support growth, and finding mentors who will help you grow your career.

Sponsored by AgencyPoint

This episode is brought to you by AgencyPoint, your full-service partner for Accounting, Tax, Legal, and HR solutions built specifically for insurance agencies. AgencyPoint helps independent agencies streamline operations, stay compliant, and make confident financial decisions. Learn more at https://www.myagencypoint.com/partners/insurancerefocused

Connect with us:
Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/

Show previously named Insurance Refocused

...more
View all episodesView all episodes
Download on the App Store

Business RefocusedBy Lindsay Sexton & Carey Wallace

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

47 ratings


More shows like Business Refocused

View all
Agency Intelligence: The Insurance Podcast Network by Agency Intelligence

Agency Intelligence: The Insurance Podcast Network

50 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

13,994 Listeners

The Insura-Preneur Podcast by Michael Jans

The Insura-Preneur Podcast

43 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,530 Listeners

Unstoppable Profit Podcast Hosted by Mike Stromsoe by Mike Stromsoe

Unstoppable Profit Podcast Hosted by Mike Stromsoe

12 Listeners

The Insurance Guys Podcast by Scott Howell & Bradley Flowers

The Insurance Guys Podcast

202 Listeners

The Ridiculously Amazing Insurance Podcast by Agency Performance Partners

The Ridiculously Amazing Insurance Podcast

19 Listeners

The Insurance Dudes© by The Insurance Dudes: Craig Pretzinger and Jason Feltman

The Insurance Dudes©

167 Listeners

Finding Peak w/ Ryan Hanley by Ryan Hanley

Finding Peak w/ Ryan Hanley

147 Listeners

Power Producers Podcast by David Carothers

Power Producers Podcast

118 Listeners

Insurance Town by Heath Shearon

Insurance Town

53 Listeners

Keep Hustling by Aaron Gordon

Keep Hustling

11 Listeners

The Max Revenue Show by Max Revenue

The Max Revenue Show

17 Listeners

The Scratch Agency Podcast by The Scratch Agency Podcast

The Scratch Agency Podcast

21 Listeners

The Insurance Perspectives Podcast by HawkSoft

The Insurance Perspectives Podcast

3 Listeners