Unstoppable Profit Podcast Hosted by Mike Stromsoe

Episode 289: AI – Tech and More – NO Decision is a Decision with Rob Bowen


Listen Later

Twenty years ago, I was figuring out how to go paperless, and today, technology is revolutionizing our industry—but too many agencies are still stuck in the past. My guest, Rob Bowen, founder of Patriotic Insurance Group, has embraced automation, bots, and AI to eliminate manual work, improve efficiency, and free his team to focus on what really matters. In this episode, we break down why most agencies struggle with tech (hint: messy data), how automation isn’t about replacing people but enabling them, and why no decision is a decision—if you’re not moving forward, you’re choosing to fall behind. Rob shares practical steps to clean up your data, implement automation without overwhelm, and shift your mindset so you can future-proof your agency.

Highlights:

  • Avoiding automation and AI won’t keep your agency safe—it will leave you behind. Adapting to new technology is essential to staying competitive.
  • Automation is only as good as the data it runs on. If your AMS or CRM is a mess, AI will only make things worse. Clean, accurate data is key.
  • Empower your team to think and act, not just follow orders. This creates a stronger, more efficient workforce and reduces micromanagement.
  • Let technology handle repetitive tasks so your team can focus on clients and strategy. Automation is a tool, not a threat.
  • Stop wasting time collecting basic info manually. Use tools like Canopy Connect and JotForms to speed up the process and reduce errors.
  • Don’t get overwhelmed. Identify your biggest inefficiencies, automate one process at a time, and refine as you go.
  • About Rob Bowen:

    Rob Bowen is the proud owner of Patriotic Insurance Group, a seasoned veteran, and a cornerstone of his community. With a wealth of experience spanning a decade in the insurance sector, Rob is dedicated to delivering tailored solutions that protect his clients’ interests.

    Having served his country with honor, Rob brings a disciplined approach and strong values to his work. His military background instilled in him a deep sense of responsibility and a commitment to service, which he translates into ensuring his clients receive top-notch insurance coverage and personalized attention.

    Outside of his professional endeavors, Rob is actively involved in community initiatives. He volunteers his time and resources to support local causes and organizations, demonstrating his passion for making a positive impact on the lives of those around him.

    As the founder of Patriotic Insurance Group, Rob combines his expertise in insurance with his community-minded approach to provide trustworthy and reliable service. His dedication to excellence and genuine care for his clients make him a respected figure in both the insurance industry and his local community.

    With the acquisition of Burkhard-Evans in Inlet NY he has expanded the ability to serve clients all over NY state and surrounding states.

    Instagram

    Patriotic Insurance Group – Personal and Business Insurance

     

    Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

    Mike Stromsoe

    The Unstoppable Profit Producer
    Call 800-770-9984

    Website: http://unstoppableprofitproducer.com/

    Virtual Events: http://www.uppfaststart.com/

    Podcast: http://unstoppableprofitpodcast.com

    If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

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

    Unstoppable Profit Podcast Hosted by Mike StromsoeBy Mike Stromsoe

    • 4.7
    • 4.7
    • 4.7
    • 4.7
    • 4.7

    4.7

    12 ratings


    More shows like Unstoppable Profit Podcast Hosted by Mike Stromsoe

    View all
    Agency Nation Radio by Agency Nation - Insurance Marketing and Technology Strategists

    Agency Nation Radio

    48 Listeners

    Agency Intelligence: The Insurance Podcast Network by Agency Intelligence

    Agency Intelligence: The Insurance Podcast Network

    50 Listeners

    The Martell Method w/ Dan Martell by Dan Martell

    The Martell Method w/ Dan Martell

    335 Listeners

    The Agent Leader Podcast by Brent Kelly--The Agent Leader Podcast

    The Agent Leader Podcast

    52 Listeners

    The Insurance Guys Podcast by Scott Howell & Bradley Flowers

    The Insurance Guys Podcast

    201 Listeners

    The Ridiculously Amazing Insurance Podcast by Agency Performance Partners

    The Ridiculously Amazing Insurance Podcast

    18 Listeners

    Small Business Tax Savings Podcast by Mike Jesowshek, CPA

    Small Business Tax Savings Podcast

    246 Listeners

    The Ryan Hanley Show by Ryan Hanley, Bleav

    The Ryan Hanley Show

    146 Listeners

    Power Producers Podcast by David Carothers

    Power Producers Podcast

    117 Listeners

    Insurance Producers Podcast by Cyrus Jaffery

    Insurance Producers Podcast

    4 Listeners

    The Scratch Agency Podcast by The Scratch Agency Podcast

    The Scratch Agency Podcast

    21 Listeners

    The Max Revenue Show by Max Revenue

    The Max Revenue Show

    14 Listeners

    Insurance Refocused by Lindsay & Carey Wallace

    Insurance Refocused

    46 Listeners

    The Insurance Perspectives Podcast by HawkSoft

    The Insurance Perspectives Podcast

    2 Listeners

    Rise and Bind by Advisor Evolved

    Rise and Bind

    0 Listeners