ATO Podcast

Part 2 with Monica Adwani.  We discuss delegating, resources you can access, leadership, creating time as a business owner.  

Monicaadwani.com 

Linkedin: Monica Adwani 

agencyzoom.com 
insuredmine.com 
savittal.com 

Email: [email protected] 
Linkedin: Brad Boldt 

#businessowner
#entrepreneur 
#operations
#insurance 

This week I connect with Monica Adwani.  Monica is a leader in the insurance business in so many areas.  She is a consultant, podcaster, business owner, operations expert to name a few.  This week we focus on her operations expertise to help our agencies with their growth and process.   

#insurance
#businessowner
#processes 
#insuranceagency 
#insuranceagent 
#growth
#scratchagent

If you are thinking of starting with a Virtual Assistant, this is the episode for you.   Virtual Assistants are a very hot topic within the insurance space.  Is it worth it?  How do I use?  Who has the best VA's?   In this episode, I'll discuss 3 ways that you can succeed with your VA.  I will also discuss how having a VA helps the rest of your team be more productive, efficient and happy.  Let's GO!! 

Contact me at: [email protected]
Linkedin: https://www.linkedin.com/in/brad-boldt

https://savvital.us/

Ashley Mastowski started First Choice Insurance as Scratch Agency in 2019.  She is crushing it.  It didn't come easy.  As any new Insurance Agency Owner discovers, it is now on your shoulders to find the Tech you need, hire staff as you grow and establish your own process of operating.  

https://firstchoiceinsurancegroup.com/

https://www.linkedin.com/in/ashleymastowski/

https://betteragency.io/

You need technology in your new insurance agency.  Where do you start?  In this episode, I touch on the Tech products that you must have.  I touch on the products and cost that we use in our agency.   You start with what you can afford and add on when you can.  

I can be reached by email at: [email protected] 

Message me on LinkedIn

AgencyZoom: agencyzoom.com 

Hawksoft: hawksoft.com 

Lightspeed Voice:  lightspeedvoice.com 

In this episode, I discuss what the pro's & con's of starting out as a new insurance producer.  Offer some tips to grow your insurance business.  What tools you will need to be successful.  

My goal is to help insurance agents that aspire to become agency owners.  There is no playbook when you take over as agency owner.  It looks easy.  It is not.  There is a large training gap in this industry for those hoping to become an owner someday.  My mission is to help bridge that gap.   Enjoy!  

Welcome! This is Podcast #1 of the Ameriguard Insurance Agency Podcast.  In this episode, I discuss my journey from starting in the insurance business in 1999 to the present.   This is the cliff notes version.  I covered my short time with Farmers Insurance.  Why I left.  How long it took to get back up to my previous income level.  When I bought out my insurance agency, how much our agency has grown in 11 years and what I am doing now.  I hope you enjoy!