#012 – As we emerge from stay-at-home orders with a greatly weakened economy, here’s what agents need to do now to ensure the health of their agencies.  

We discuss the three most important financial actions to take, three areas of clarity every business must have today, and the three keys to successful customer acquisition. 

Charlotte goes into more detail in the new special report, The Way Forward — A Crisis Recovery Roadmap. 

To download the Crisis Recovery Roadmap and for full show notes go to:

www. Insuranceagencytrendsetters.com/012

Be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes. 

#011 – Although insurance agencies have been designated as “essential businesses,” most agencies have had to shift to working remotely in order to comply with state stay-at-home orders. 

In this podcast, George shares:

• How his agency operations changed with remote work
• His top technology tools that have made the shift to remote work go more smoothly
• Cyber-liability impacts to agents and your clients

For full show notes and links, please visit:

 www. Insuranceagencytrendsetters.com/011

Also, be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes. 

#010 – Are you using video in your agency? If you’re not, you’re missing out on connecting with thousands of potential customers. In this episode, Jane Sanford of Simple Video Academy explains how you can produce pro-quality videos quickly, easily, and inexpensively so your agency is found online by your best prospects. 

Over 80% of online traffic today is being driven by video. If you don’t use video, it’s likely your business won’t be found online. Video has a much greater reach than blogs, articles, and other online content. 

Video is valuable because it’s the face-to-face of digital marketing. 

Trust has eroded and video helps you build trust better and faster than any other online content. 

Video allows you to create the relationship first which makes the sale easier. 

Two main types of video:

1. Recorded
2. Live

Main reasons business owners aren’t using video:

• Don’t know how to start
• Don’t know what to say
• Don’t have the time

Good news – all of those can be overcome and it’s much easier than you think. 

In the podcast, Jane gave tips to help you get started. Plus, you can download a free Gear Guide of recommended equipment that will allow you to make professional quality video without expensive equipment. 

Go here to download the free Simple Video Academy Gear Guide or go to: SimpleVideoAcademy.com/IAT

For full show notes go to:

www. Insuranceagencytrendsetters.com/010 

Be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes. 

#009 – At the recent IIANC Technology Symposium, George Robertson discussed three major tech trends that will impact how you’ll run your agency in the future. 

He also gives us his top takeaways from presentations by Syd Roe, Jack Wingate, and Kitty Ambers. 

For full show notes and links, please visit:

 www. Insuranceagencytrendsetters.com/009

Also, be sure to click “subscribe” in iTunes or your podcast provider so you don’t miss any upcoming episodes, including unannounced bonus episodes. 

#008 – In this episode, discover what prospects really want and what the real problem is when they don’t buy.  

The closing ratio across all industries is around 19%. That leads sales people to believe people hate to buy. 

The reality is people love to buy – but they hate to be sold. 

Instead of a process that extracts value, we need to build one that exchanges value. Then, the client feels like they walked away with as much or more value than they gave you in payment. 

The key to achieving this goal is to make sure your sales process follows the same process as a normal human relationship. 

In a nutshell, that means, “Don’t be creepy!” Begging for a sale before you’ve built a relationship is creepy. 

Instead, follow the Customer Value Journey®. 

For a downloadable copy of the Customer Value Journey Worksheet and full show notes go to:

www. Insuranceagencytrendsetters.com/008

Be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes. 

007 - Charlotte Hicks interviews Joe Hagan, founder and president of Freedom Through Systems and creator of Agency Sales Machine. 

Joe helps insurance agency owners maximize sales effectiveness, operational efficiency, and ultimately, agency profitability, cash flow, and market value. 

Listen in and discover:

• What a true system is... and isn't
• What benefits you can enjoy by implementing true business systems in your agency
• Common mistakes agencies make that rob them of the benefits of having systems

Joe also gives us a peek into his Agency Sales Machine software that can significantly boost sales from the leads and customers you have now. 

You can get full show notes and links at www.insuranceagencytrendsetters.com/007-2

Contact Joe at:
[email protected]

And visit:
FreedomThroughSystems.com and AgencySalesIgnite.com

Be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes. 

#006 – In this episode, you’ll get to know business growth and marketing expert Charlotte Hicks. 

She discusses how the Growth Triad and the Customer Value Journey are critical components of business growth as well as the top three mistakes most agency owners make today that hinders their growth. 

For full show notes go to:

www. Insuranceagencytrendsetters.com/006

Be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes. 

#005 – In this episode, we get to know George Robertson. Find out how George became an expert in insurance agency technology and how he’s helping agencies integrate technology so the business runs smoothly and efficiently. 

For full show notes and links go here:

www. Insuranceagencytrendsetters.com/005 

Be sure to click "subscribe" to get all upcoming episodes, including special bonus episodes. 

#004 - Your agency management system is packed with valuable data. In this episode, hear how InsuredMine extracts this data and presents it in a way that helps you leverage the information to make more sales and improve customer value. 

George Robertson talks with Raution Jaiswall about how clients can use this technology to resolve questions they have quickly and efficiently.  

For full show notes and links go here: 

www. Insuranceagencytrendsetters.com/004-2

Be sure to click “subscribe” below so you don’t miss a single episode, including special bonus episodes. 

#003 - Are you tired of entering in the information for your commercial clients over and over? Want to decrease the time it takes to complete a commercial application by as much as 73%?

Discover how Indio is streamlining the commercial application process and creating a better customer experience. 

George Robertson talks with Ken Wohl about how Indio is helping agents with integrated technology that clients love to use. 

For full show notes and links go here: 

https://insuranceagencytrendsetters.com/003-2/

Be sure to click “subscribe” below so you don’t miss a single episode, including special bonus episodes.