Finding Peak with Ryan Hanley

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Zach Mefferd, CIC, Co-Founder of Coverage Direct and ZipBonds. Zach joins the show for an exclusive, first-ever podcast interview. In their conversation, they discuss where Zach developed his entrepreneurial spirit and how he's cultivated that spirit to found multiple successful companies within the independent insurance industry. Don't miss this episode...

Episode Highlights:

• Ryan explains why streaming is interesting and important. (5:18)
• Zach mentions how he became interested in car racing. (14:07)
• Zach shares his thoughts on having a business partner. (28:10)
• Zach shares why boundaries are vital. (43:53)
• Zach mentions one of the things they do when hiring people. (47:27)
• Zach explains the four things that people must do to run a business. (52:02)
• Zach shares what made him move to Salesforce. (56:55)
• Zach mentions his favorite features of Salesforce. (58:34)
• Zach explains what ZipBonds is all about and why agents should be interested in it. (1:05:46)

Key Quotes:

• “I don't have a problem with people, as long as we're on the same playing field to do it. They should be able to appreciate and enjoy their success.” - Zach Mefferd
• “Stop trying to make everything perfect before you go move. Make a step, do something. It can be done. It is going to be difficult. But, stop trying to have everything perfectly laid out before you start.” - Zach Mefferd
• “We move fast, we break things, we fix them, we find out how we can improve when we move on. We don't dwell on what didn't go. We just focus on what we can learn from, then move on.” - Zach Mefferd

Resources Mentioned:

• Zach Mefferd, CIC LinkedIn
• Zach Mefferd, CIC Twitter
• ZipBonds
• Coverage Direct
• Reach out to Ryan Hanley

--

Recommended Tools for Growth

• OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
• Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
• WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
• CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
• GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
• Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

--

Episodes You Might Enjoy:

• From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
• From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
• Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Full transcript, clips, and more: https://ryanhanley.com/podcast/zach-mefferd-on-entrepreneurship-and-the-independent-insurance-agency

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Pat Costello, CPCU, Co-Founder, and Principal at Evolve MGA. Pat joins the podcast for a wonderfully nerdy deep dive into cyber insurance. Pat and Ryan also also discuss exactly how independent insurance agents can (and should) sell more cyber insurance to their clients. Don't miss this episode...

Episode Highlights:

• Pat mentions what he’s learned from the pandemic. (5:34)
• Pat shares two reasons why having people in an office environment is vital. (7:17)
• Does Pat prefer working remotely or working in the office? (10:29)
• Pat shares his background and how Evolve MGA started. (13:15)
• Pat mentions some of the biggest issues he has seen from a retail broker perspective. (16:21)
• Why do agents still sell cyber insurance like it's a luxury and not as a necessity? (18:40)
• Pat gives a couple of facts about ransomware. (26:13)
• Pat shares why social engineering is the most common claim they see behind ransomware. (30:23)
• Pat explains why cyber insurance is significant. (34:24)
• Pat shares what they have recently introduced into their form. (47:35)

Key Quotes:

• “If you have a few sales folks...I love having them together in the same room to kind of motivate each other and feel the energy, feel the vibes.” - Pat Costello
• “I think the insurance industry in the way it's set up with renewals, breeds an attitude of complacency for it, along with the fact that it's a pretty big age gap in the insurance industry.” - Pat Costello
• “As everything gets more connected to the internet and as people start using technology more, there's more potential for things to get hacked. If somebody is connected to the internet, it has the potential to be hacked. And so, everything that we are doing on a day to day basis is getting more and more technology driven.” - Pat Costello

Resources Mentioned:

• Pat Costello, CPCU LinkedIn
• Evolve MGA
• Reach out to Ryan Hanley

--

Recommended Tools for Growth

• OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
• Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
• WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
• CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
• GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
• Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

--

Episodes You Might Enjoy:

• From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
• From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
• Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Full transcript, clips, and more: https://ryanhanley.com/podcast/how-to-sell-more-cyber-insurance-with-pat-costello

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley is joined by Jason Cass, Owner of Agency Intelligence and managing partner of the Insurance Alliance. This is the second half of the conversation with Jason Cass that started on the Agency Intelligence podcast early this week. In this episode, we break down the current state of digital insurance and where we see the largest opportunities for growth. Don't miss this episode...

Episode Highlights:

• Jason and Ryan discuss carrier growth rates and contingencies. (5:10)
• Ryan mentions what’s significant about AP Intego’s platform. (6:57)
• Jason and Ryan share their opinions on when to utilize B2B platforms. (9:26)
• Jason mentions why every agency has their own fingerprint. (10:27)
• Jason explains how to build a balance sheet. (11:44)
• Jason shares what David explained to him about how agents try to build P&Ls when you should be trying to build a balance sheet. (11:32)
• Jason shares one of the things he realized from what David said to him. (12:12)
• Ryan tells Jason about a conversation he had this week at Indium. (18:36)

Key Quotes:

• “Every agency is actually its own fingerprint, right? Because we're all unique. So, you've got your team built-in on this.” - Jason Cass
• “David really laid that out one time, when he was trying to explain to me about how agents try to build P&Ls, when really you should be trying to build a balance sheet. How you build that balance sheet is by creating revenue, but not with so many clients.” - Jason Cass
• “I think when you say long term of who you can be, I think people don't realize it's those types of people who are going to stay with you and build that base that's going to help you project that. It's all because you tried to give them that one coverage.” - Jason Cass

Resources Mentioned:

• Jason Cass LinkedIn
• Agency intelligence
• Insurance Alliance
• Reach out to Ryan Hanley

--

Recommended Tools for Growth

• OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
• Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
• WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
• CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
• GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
• Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

--

Episodes You Might Enjoy:

• From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
• From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
• Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Full transcript, clips, and more: https://ryanhanley.com/podcast/catching-up-with-jason-cass-part-ii

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley is joined by James Jenkins, CIC, CRM, CRIS, Founder of RiskWell Insurance. This is what happens when you hit record on a random conversation with James Jenkins... you're welcome.

Episode Highlights:

• James mentions a cool thing about his conversations with Ryan. (6:56)
• James shares why Ryan’s approach on podcasts is different from his. (10:19)
• James explains the two opposing absolutes. (17:23)
• James shares one of the most significant things that emerging agents and tenured agents need to pay more attention to. (26:22)
• James shares the conversation he had with their Q3 quarterly prep yesterday. (39:11)
• James explains the beauty of having the right mindset. (47:10)
• James gives us fives steps that every agent should do to gain more growth opportunities. (57:35)

Key Quotes:

• “This is the meat and potatoes of why I just love talking with you. Because, there is no black and white in this conversation. There is entirely shades of gray, there are nuanced places on a spectrum between two opposing absolutes.” - James Jenkins
• “I think everyone is better when the agency principal comes ready to play. Because, the agency principal, all of the producers are going to fall in line behind however the principal is doing business, and the industry as a whole is better for it.” - James Jenkins
• “If somebody wants to talk to you, make them talk to you then. Just having that tribal mindset of the independent agency, the retail IA...We are a tribe together. - James Jenkins

Resources Mentioned:

• James Jenkins, CIC, CRM, CRIS LinkedIn
• RiskWell Insurance
• Reach out to Ryan Hanley

--

Recommended Tools for Growth

• OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
• Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
• WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
• CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
• GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
• Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

--

Episodes You Might Enjoy:

• From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
• From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
• Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Full transcript, clips, and more: https://ryanhanley.com/podcast/a-random-conversation-with-james-jenkins

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Nigel Walsh, Managing Director of Insurance for Google. Nigel joins the podcast for a fun and nerdy discussion examining the differences between digitizing your insurance business and building a digital insurance business. The distinction is larger and more impactful than you might think. Don't miss this epic conversation...

Episode Highlights:

• Nigel shares the difference between digitization and digitalization. (11:09)
• Nigel shares why digitization is not a bad thing. (15:18)
• Nigel mentions some important points about digitalization. (19:32)
• Nigel shares how people have become more innovative during the pandemic. (20:45)
• Nigel mentions some really cool things he learned during his induction to Google. (23:49)
• Nigel shares how to earn someone’s trust and respect. (30:04)
• Nigel mentions the best advice he was given when he left university. (36:23)

Key Quotes:

• “If we create a fully digitalized agency that customers aren't ready for, then we still fail...Which is why digitization also works.” - Nigel Walsh
• “Sometimes, good is good enough. It doesn't need to be leading edge. You just need to make sure that you can pay your claims, you can serve your customers...that you do the right thing.” - Nigel Walsh
• “More businesses have been started in the last 12 months. So, even during a pandemic, people become more innovative, and are out there taking risks using government support or whatever else to go and start businesses.” - Nigel Walsh

Resources Mentioned:

• Nigel Walsh LinkedIn
• Google
• Reach out to Ryan Hanley

--

Recommended Tools for Growth

• OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
• Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
• WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
• CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
• GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
• Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

--

Episodes You Might Enjoy:

• From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
• From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
• Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Full transcript, clips, and more: https://ryanhanley.com/podcast/nigel-walsh-explains-the-important-difference-between-digitizing-and-digital-insurance

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Ron Shroyer, VP of Sales at Aureus Analytics. Ron joins the podcast for a deep dive into data, DONNA, and why those who can harness data will rule the (insurance) world. This is a conversation you don't want to miss...

Episode Highlights:

• Ron shares his career background. (6:59)
• Ron explains what Aureus Analytics is all about. (11:29)
• What did Ron find was unique when he first came to Aureus Analytics? (14:28)
• Ron shares how having access to influential people can really help with growth. (23:53)
• Ron explains what the sentiment score is all about. (26:43)
• Ron shares the difference between structured data and unstructured data. (36:56)
• Ron explains how DONNA works. (38:11)
• Ron mentions the most significant thing that they’ve processed within DONNA. (46:06)

Key Quotes:

• “I love the industry. I mean, it is so well connected with the people... Just how the industry has an influence on what goes on with the rest of the world...everybody needs insurance.” - Ron Shroyer
• “If you take a deep look inside the opportunities you have, you can grow exponentially with the customers that are already at your door. It's way less expensive from a retention standpoint, and then also from a front-end organic growth standpoint. I mean, if you could save a point in retention, it makes it easier to get your growth goals in place.” - Ron Shroyer
• “We are good at understanding data and being able to give you a really strong insight based on that data. I look at that opportunity with Agency Zoom and running those trigger events and making our insights actionable.” - Ron Shroyer

Resources Mentioned:

• Ron Shroyer LinkedIn
• Aureus Analytics
• DONNA for Agents

Reach out to Ryan Hanley

--

Recommended Tools for Growth

• OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
• Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
• WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
• CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
• GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
• Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

--

Episodes You Might Enjoy:

• From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
• From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
• Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Full transcript, clips, and more: https://ryanhanley.com/podcast/ron-shroyer-explains-how-to-rule-the-world-with-data-and-donna

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Heath Shearon, a former Territory Sales Consultant for Encompass Insurance, who is now the founder of the Insurance Town Podcast, one of the fastest-growing podcasts in the insurance industry. Learn why he's known as the "The Mayor" and how Heath made the transition to a full-time podcaster. Don't miss this episode...

Episode Highlights:

• Heath shares one of the things he does that a lot of people don't do. (12:05)
• Heath mentions the good thing about listening to different podcasts. (14:40)
• Heath mentions the most used word on Ryan’s podcast. (16:07)
• How does Heath feel about his career today? (17:59)
• Heath explains the huge problem he sees in the insurance industry. (22:35)
• Heath shares his career background. (24:28)
• Heath mentions why being in a small town fits his personality. (34:34)
• Heath mentions one of the biggest compliments he’s received. (38:14)
• Heath shares one of the things that he and his wife always say. (50:37)

Key Quotes:

• “We're passionate about what we believe in. So, that passion comes out. It does come across negatively a lot. And so I'm hoping that just by a little something that we do, maybe even this podcast can help inspire at least one person to be positive today, who knows?” - Heath Shearon
• “I love the whole small town feel thing, and I love the whole community looking out for each other. And I love the idea of connecting others, enhancing one's day, any way that I can.” - Heath Shearon
• “I never understood the latest and greatest marketing tools. But, I knew the industry and I knew how the industry worked, and I knew this industry more than anything else is one big great community. And, it is a way that we can connect to one another.” - Heath Shearon

Resources Mentioned:

• Heath Shearon LinkedIn
• Insurance Town Podcast
• Encompass Insurance
• Reach out to Ryan Hanley

--

Recommended Tools for Growth

• OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
• Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
• WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
• CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
• GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
• Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

--

Episodes You Might Enjoy:

• From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
• From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
• Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Full transcript, clips, and more: https://ryanhanley.com/podcast/heath-shearon-on-becoming-the-mayor-of-insurance-town

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Matthew Sutika, Chief Insurance Officer and Ryan Letzeiser, Co-Founder and CEO of Obie. Matthew and Ryan join the podcast to talk about power mergers, partnerships and changing the way independent insurance agents find coverage for rental property owners. Don't miss this episode...

Episode Highlights:

• Matthew mentions why Ryan Hanley is the coolest guy in insurance. (6:16)
• Ryan shares his insurance background. (8:59)
• Matthew shares the process they’ve built for Obie. (18:42)
• Ryan shares the benefit of designing policies from the consumer side. (24:11)
• How does Ryan manage variables that have traditionally been disqualifiers? (27:22)
• Ryan explains the admitted products process. (29:29)
• Matthew mentions their main focus. (31:40)
• Matthew shares what they’re currently working on in the company. (36:56)
• Matthew and Ryan give some advice to the agents who are listening. (42:33)

Key Quotes:

• “I wanted Obie to be in every brokerage. I wanted everybody to have us as a carrier, even if they only use this once or twice a year. At least, it'll be fast, easy. And it'll be nice, right? Some of the bigger brokerages that love to have space will use us, day in and day out. So, that's really what we focused on.” - Matthew Sutika
• “I think just having a math background has allowed us to work in the right direction, basically from the bottom up rather than the top down. And yeah, I think that's a huge differentiator in making sure that we at least have a product that we know we can sell right out of the gate.” - Ryan Letzeiser
• “At the end of the day, your program efficiency comes out of somebody that's kind of been there, done that. And, then you exclude the things that you don't really like about their program, and you hopefully can supplement with things that you do like from other programs to make it more comprehensive.” - Ryan Letzeiser

Resources Mentioned:

• Matthew Sutika LinkedIn
• Ryan Letzeiser LinkedIn
• Obie
• Reach out to Ryan Hanley

--

Recommended Tools for Growth

• OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
• Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
• WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
• CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
• GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
• Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

--

Episodes You Might Enjoy:

• From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
• From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
• Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Full transcript, clips, and more: https://ryanhanley.com/podcast/why-obie-risk-is-changing-the-way-we-insure-rental-properties

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Brett Fulmer, known as Broker Brett on social media, a true renaissance man in the insurance industry. In this epic conversation, we break down his career and why his path is quickly becoming more the norm, than the exception. Don't miss this episode...

Episode Highlights:

• Brett shares his background. (6:11)
• Brett gives his thoughts on broker relationships. (16:55)
• Brett shares the future of agencies. (19:19)
• Brett shares some of the programs he created when the pandemic hit. (21:45)
• Brett explains how his team allows him to be a better version of himself.(25:16)
• Brett shares his career background. (25:54)
• How does Brett decide which types of projects he wants to be involved with? (34:38)
• Brett discusses the origins of his agency. (42:13)
• Brett mentions the mindset of being a leader. (51:53)

Key Quotes:

• “I've actually got to a point where I don't even think about it as insurer tech and insurance anymore. It's sort of like fit, place, time. And, hopefully, everyone's using technology well.” - Brett Fulmer
• “I'm looking for people who are gonna challenge me... we can grow and win together. I'm not looking for people to pat me on the butt. I'm too nice to everyone so, everyone’s too nice to me. I mean, people are gonna challenge me and help me kind of grow and go forward.” - Brett Fulmer
• “The crown jewel I'm chasing is like...Wow, we figured out the mouse trap and we can deploy other people to do the same thing. Even candidly, the name sets itself up to... once we feel like we have it, we can deploy other insurance on it… help other people get rolling, but we’ve got to figure out how to make our own stuff work first.” - Brett Fulmer

Resources Mentioned:

• Brett Fulmer LinkedIn
• Newport Beach Insurance Center LLC
• Finaeo Inc.
• CaptaIMS
• Reach out to Ryan Hanley

--

Recommended Tools for Growth

• OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
• Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
• WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
• CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
• GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
• Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

--

Episodes You Might Enjoy:

• From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
• From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
• Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Full transcript, clips, and more: https://ryanhanley.com/podcast/brett-fulmer-on-building-the-next-generation-of-insurance

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Cameron Tolman, MBA, Director of Business Development at Podium. Cameron joins the podcast to discuss exactly what Podium is and does, as well as how independent insurance agents can bridge the gap to digital transformation. This is an episode you don't want to miss...

Episode Highlights:

• Cameron gives a short background on Podium. (7:31)
• Cameron shares their modern customer journey. (9:54)
• Cameron mentions why having brick and mortar is great for visibility. (14:12)
• Cameron shares the beauty of working from home. (18:31)
• Cameron mentions how Podium is trying to help businesses. (19:23)
• Cameron shares the ability to grow at scale. (26:18)
• Cameron gives a piece of advice to the listeners. (30:51)
• Cameron shares how many businesses are utilizing Podium. (41:30)

Key Quotes:

• “We expect convenience. And, we expect to make well-informed quick decisions, and to be able to get what we want as quickly as possible. So, Podium’s vision and goal is to modernize the way that local businesses are seen, chosen, and connected to their customers.” - Cameron Tolman
• “It's time for evolution. And that's what's been fun for me... handling and working in this industry, is helping business owners who've been here for a while, understand that that the next phase is not really that intimidating.” - Cameron Tolman
• “When we talk about scaling a business, technology is a tool, it's a resource, it's multiplying great people into having the capacity to do five acts of what they're able to do with email or with a phone call.” - Cameron Tolman

Resources Mentioned:

• Cameron Tolman, MBA LinkedIn
• Podium
• Reach out to Ryan Hanley

--

Recommended Tools for Growth

• OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
• Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
• WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
• CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
• GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
• Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

--

Episodes You Might Enjoy:

• From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
• From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
• Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

Full transcript, clips, and more: https://ryanhanley.com/podcast/cameron-tolman-on-breaking-down-the-barriers-to-digital-transformation

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.