In this episode, Matthew Vega-Sanz interviews Duncan and Rob from Green Lite Insurance. They discuss their journey into the insurance industry and their experiences in both personal and commercial lines. They also talk about the challenges and enjoyment of working in insurance, as well as the impact of technology on the industry. The conversation concludes with a discussion on growth strategies for insurance agencies.

(00:48) How they got into insurance

(03:18) Personal vs Commercial Insurance

(04:21) Challenges in the Insurance Industry

(07:22) The Enjoyment of Insurance

(11:11) The Trend of Technology in Insurance

(16:30) The Future of Insurance Agencies

(17:46) Discussion of Growth Strategies

Learn more today: https://onboarding.lula.is/gail?utm_medium=social&utm_source=FB&utm_campaign=1-25

Register for our upcoming Webinar here: https://us06web.zoom.us/webinar/register/5717054228569/WN_WHhoIoLPRYyizjdSjc_6kQ#/registration

In this episode, Matthew Vega-Sanz interviews Wayne Alling, an agency owner, about his background in the insurance industry and his views on AI. Wayne shares how he got into insurance and the types of insurance he sells. He discusses the breakdown of his book of business, with a focus on personal lines and a growing commercial business. Wayne also talks about his team of agents and their use of a virtual assistant from the Philippines. He highlights the importance of customer service and the renewal aspect of insurance. Finally, Wayne shares his thoughts on AI, seeing it as a tool that can help agents be available 24/7 and focus on revenue-generating activities.

02:00 Getting Into the Insurance Industry

07:20 Book of Business and Focus

08:52 Team and Outsourcing

10:52 Favorite Part About Working in Insurance

12:43 Views on AI in the Insurance Industry

15:12 Optimizing for Customer and Employee Experience

20:01 Future Plans for Using AI in the Agency

Want to use GAIL for your business?

Learn more today: https://onboarding.lula.is/gail?utm_medium=social&utm_source=FB&utm_campaign=1-23

Register for our upcoming Webinar here: https://us06web.zoom.us/webinar/register/5717054228569/WN_WHhoIoLPRYyizjdSjc_6kQ#/registration

In this conversation, Brandon Rondon, owner of Rondon Insurance Services, shares his insights and experiences in the insurance industry. He discusses his journey of starting his own insurance business and the challenges he faced. Brandon also discusses the impact of technology trends, such as AI, in the insurance industry and how he evaluates and implements new technologies in his agency.

Introduction and Background (00:48)

Starting an Insurance Business (02:19)

Captive vs Independent Insurance Agencies (03:44)

Choosing an Agency Management System (05:13)

Success Factors for Insurance Agencies (06:19)

Using Video Quotes to Increase Closing Percentage (08:10)

Creative Solutions for Agency Growth (11:20)

The Impact of Technology Trends in Insurance (14:36)

The Role of Artificial Intelligence in Insurance (16:00)

Empowering Agents to Evaluate and Implement Technology (19:39)

Meet GAIL: The leading voice, text, and email powered AI tool built to lower Customer Acquisition and Support Costs. Join the Waitlist: www.meetgail.com