In this episode of the Scratch Agency podcast, hosts Stephen Turnbull and Shawn Fitzgerald welcome Elis Umana, owner of Connection Insurance. Elis shares her journey from starting as a CSR in her father's agency to becoming an agency owner. The conversation delves into the importance of efficiency in agency operations, the role of technology and automation, and how Elis utilizes AI to streamline processes. They discuss the challenges of handling cancellations, the choice of CRM and AMS systems, and the innovative use of AI in daily workflows. Elis emphasizes the value of trial and error in implementing new ideas and the importance of integrating prebuilt solutions to enhance productivity. In this conversation, the speakers discuss the transformative role of AI in enhancing agency operations, emphasizing the importance of using technology as a tool for efficiency rather than a replacement for human effort. They share insights on building a successful scratch agency, focusing on organic growth through referrals and the strategic use of AI tools to streamline processes. The discussion also covers team dynamics, the importance of hiring effectively, and lessons learned from their experiences in the insurance industry.

Chapters

(00:00) Introduction to the Podcast and Guests

(01:31) Elis Umana's Journey in the Insurance Industry

(04:12) Expectations vs. Reality in the Insurance Business

(05:51) Maximizing Efficiency in Agency Operations

(08:04) Handling Cancellations with Technology

(10:05) Choosing the Right CRM and AMS

(12:05) Implementing Automation in a Scratch Agency

(15:34) Utilizing AI in Daily Operations

(18:19) Innovations in AI for Insurance Workflows

(20:15) Harnessing AI for Efficiency

(23:40) Enhancing Agency Operations with AI

(27:28) Building a Successful Scratch Agency

(31:41) Team Dynamics and Growth Strategies

(36:39) Lessons Learned and Future Focus

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