ATO Podcast

Jessica Fukuchi has held most every position in the insurance industry retail space.  From Captive Agent, Sales Rep to Agency Owner.  Jessica has built her agency with a very intentional niche.  Along the way she has built and trained her team to work in this high value customer arena.  She's made it look easy, but like all of us, there are challenges along the way with the growth of a business. We had a honest, candid conversation with our mistakes, technology and HR issues.  We were also able to share a lot of laughs along the way.  Jessica is definitely someone you should have in your network.   If you are looking to connect and develop referral partners with Financial Advisors, than Jessica is your go to contact.  

@Glovebox
@Agencyzoom 
@Hawksoft 

Linda Fisher describes herself as a passionate CEO.  I can confirm that she most definitely is.  Linda is President of Cardinal Insurance Group, which she started in 2004.  In this conversation, we discuss why Cardinal Insurance Group has such a high retention, her keys to growth, insurance marketing and writing new business.  Linda stays involved in a number of organizations and groups and has been recognized many times for her leadership and selflessness.   It was a pleasure spending some time with Linda Fisher.  

#AdvisorEvolved
#Hawksoft 
#Insurancepodcast 

Mike Crowley has been leading is Family Insurance Agency for a number of years.  Now he is a few months away from officially taking over as President of the Agency.  We discuss the challenges of being a part of a family agency, his extensive marketing program, creating a sales driven team culture and his ever changing role within the agency.  This was a great discussion.  If you are not following Mike Crowley, you should be.  Enjoy this conversation.  

Tamron Manning of started Integrity Insurance Group as a Scratch Agency just over a year ago.  We discussed some lessons learned, challenges with finding markets to work with and his vision for his future success.  Tamron is a winner and is driven and understands this is a process.  It's so exciting to me to see a young business owner grow both professionally and personally.   This process doesn't happen over night.  It happens by showing up everyday, putting the work in, and being a student of the game.  I thoroughly enjoyed my conversation with Tamron and am excited to witness the growth of this man and his business.  Listen, learn and enjoy!  

J.C. Wogomon of Catalyst Insurance Group started his agency from Scratch just a few years ago.  J.C. doesn't just talk about giving back to his community, he has made it a part of the fabric of his business.  Catalyst reinvests into his community with a percentage of the profits. We discuss the growth strategy of his business, the process to grow the right way, leveraging technology to enhance the process and customer experience and much more.   If you are in the insurance business, you will want to connect with J.C. Wogomon.  

https://www.catalystinsgrp.com/
[email protected]

agencyzoom.com 
 
hawksoft.com 

https://usecanopy.com/

[email protected] 

Mike Sharp with Sharp Insurance Agency is just fun.  It was a pleasure to sit down with Mike to discuss the progress of his scratch agency.  Mike has seen huge growth from a written insurance business standpoint and an agency growth standpoint.   We discussed some of the challenges of starting a scratch agency, the wins that he has had, the difficulties in the beginning and why he wanted to start an independent insurance agency.   

agencyzoom.com 
hawksoft.com 
advisorevolved.com 

Brad Boldt, [email protected] 

#insurance #insurancepodcast #smallbusiness #businessowner 

This episode it I had a great conversation with this thriving scratch agent Shawn Fitzgerald with LAF Advisors.  We discuss his first 3 years in business, what led to his decision to start his own business after producing in another agency after a number of years, his marketing efforts, target market, working on his personal and professional development and the challenges of being a new agency owner.  This is a great episode for insurance agents of all generations.  Enjoy!!

I love this story!  I had the pleasure of sitting down with Raution Jaiswal.  Raution is the Co-Founder, CEO of InsuredMine. InsuredMine is a CRM designed for Insurance Agencies to connect and improve the insurance customer journey.  Raution recognized a problem with the Insurance Industry with the way that information and documentation we delivered.  He created a solution where he saw a problem.  The best part is Raution had no experience with the Insurance Business.  Impressive! 

https://www.insuredmine.com/

LinkedIn: linkedin.com/in/raution

Email: [email protected]

[email protected] 

This week I meet with Stephen Turnbull.  Stephens story is similar to so many within the insurance space.  He is the 5th generation of insurance agents in his family.  Stephen worked in his family insurance agency since 2016 and in May of 2022 decided to start his own agency.   This is exactly what we are targeting on the Agents to Owners Podcast.  We discuss the challenges of being a scratch agent; growing, networking, obtaining contracts, getting by financially, working on the agency before you need to, insurance tech, all the things.  Stephen is doing so many things right, I can't wait to see him evolve.  So much value in this podcast. 

#insuranceagent
#scratchagency
#insuranceagency
#smallbusiness

https://www.insuredmine.com/
https://www.hawksoft.com/
https://advisorevolved.com/
https://t5insurance.com/

Stephen Turnbull Email: [email protected]

Brad Boldt:  [email protected] 

https://www.ameriguardinsurance.com/

This week I sit down with longtime colleague and friend Troy Thompson.   Troy runs two businesses; Pinnacle Insurance of MN and Savvital Virtual Professionals.  Combine that with being a parent to two active children and life can be overwhelming.  
We discuss the beginning stages, the challenges of growing as an insurance agent owner and managing expectations of those around you.   We also discuss what we would do differently if we were to start over.   

https://www.pinnacleinsuranceofmn.com/

https://savvital.us

[email protected]

ameriguardinsurance.com 

LinkedIn: Brad Boldt