Chris, Paul, and Connie from Exceptional Sales discuss the root causes of sales call reluctance and the need for a more strategic and research-based approach to sales. They also highlight the limitations of automated digital tools and the importance of developing strong professional relationships for referrals and support. Lastly, they emphasized the importance of effective communication, particularly in delivering bad news to clients, and the promising market conditions for new producers.

Anurag Shah from Aureus Analytics joins Chris and Paul to discuss the proper usage of AI.  What role to ethics play, how is accountability measured but most of all they focus on how it is a tool to be used by humans, and NOT a substitute for humans.  

Highlights include a discussion around automation vs. analytics vs. AI.

They touch on the regulatory environment, or lack thereof.  

Finally, Chris offers his first movie recommendation...and not to be outdone Anurag gives his his recommendation for how to take advantage of your Netflix subscription this month by watching a specific documentary!  

Bob Ford joins Chris and Paul to continue the conversation around behavioral styles.  In this episode they explore how to improve agency management thorough awareness of different behavioral styles among staff members.  

Chris and Paul are joined by Jason Bogart from Deep Customer Connections to chat about:

• What portions of the DCC Index are most correlated with growth
• Expense considerations when evaluating growth strategies 
• What problems underwriting inconsistency creates 

Chris and Paul are joined by Greg Lang from RAIN, LLC.  They discuss how reinsurance impacts captives, MGA's, program managers, and the alternative risk transfer market.  They review the changes in this segment of the industry and explore what is to come and how an agent can take advantage of the innovations.  
 

Chris and Paul are joined by Piers Dormeyer from EagleView to discuss how carriers and agents can address economic headwinds (along with an aging workforce) to operate more efficiently in this challenging marketplace.  

Chris and Paul talk about agency appraisals and the ethics involved in valuing an agency.  While the M&A market has slowed, there are still a significant number of transactions.  What should you be on the lookout for when valuing your agency?  

Plus, this is Episode 50!  Quite a milestone.  

Anurag from Aureus Analytics joins Chris and Paul for a follow up discussion on AI.  The conversation dives into how to grow your agency using AI.  The discuss the difference between the 'neat to have' and what can really drive improvement in your organization.  

Chris and Paul chat about the current state of the industry and what may be causing all the craziness we are experiencing 

Chris and Paul are joined by Anurag Shah of Aureus Analytics, where they discuss:

AI Implementation and Its Potential Benefits 
AI: Myths vs. Reality 
AI's Potential in Insurance Industry