Level Up Claims

In this podcast episode, Patrick Combs, an inspirational speaker and author, takes us through his journey from motivational speaking to comedy and the role of failure in his success. He shares his professional experiences with hotel chains and stresses the need for mindfulness to boost job performance. He also further recounts a significant life episode where he helped deliver a baby, highlighting the importance of compassion and humanity.

Who's the Guest? Patrick has shared his stories and strategies with millions of people around the globe for 25 years. He's a top rated, widely known motivational speaker and thought leader on passion, possibility, and heart-based business.

He's spoken for almost 2,000 organizations, and applied his talents everywhere from talks at Stanford and Hilton, performances at the HBO comedy festival, to helping build a school in Kenya and coaching prisoners at the Donovan Correctional Institute. Patrick is known by many companies and organizations as "The best speaker we've ever had," and by many theater-goers as a "Master storyteller" and a "Hilarious Performer."

Highlights

• Patrick shares his journey from an inspirational speaker to becoming a comedian, and his strategy of learning from failures
• Challenges and rewards in doing a one-person theater show and getting it recognized
• The major hindrance to peak performance: The thoughts and self-doubts that crowd our minds.
• How identifying and controlling the negative voice in one's head can lead to a peak mental state and improved performance
• How one's performance and intelligence could improve if they could quieten this negative internal voice
• The impact of reducing the dominance of the negative internal voice on one's personal and professional life based on his personal experiences
• A simple and powerful technique used by the marines for grounding themselves in the present moment and dealing with stress and distractions Episode Resources
• Connect with Galen M. Hair
• https://insuranceclaimhq.com
• [email protected]
• Connect with Patrick Combs
• https://patrickcombs.com/
• https://www.getmotivation.com/pcombs.htm
• https://www.linkedin.com/in/speakerpatrickcombs

Galen interviews James Jackson who's the director of business development at TSA Group and highlights the vital role of communication, ethics, patience, continuous learning and self-improvement in business development. They talk about the need for expertise that may challenge one's perspective and specialized legal representation. James offers advice for young entrepreneurs, emphasizing the importance of cultivating enduring relationships through consistency, reliability, and effective communication.

Who's the Guest? James Jackson owned Jackson Steel Erectors, Inc for 17 years. He obtained his Louisiana commercial GC license at 23 and has personally completed NDL certifications as far back as 2002 for MBCI, AEP Span, American buildings, amongst others. Where he can help with is metal roofing, commercial contracting pitfalls, and margins for residential, commercial, and industrial roofing.

Highlights

• James discusses his career in construction and his experiences of running Jackson Steel Erectors
• Tragic incidents due to improper construction practices
• Legal challenges he faced in his construction business and how it impacted his path
• The importance of hiring the right individuals with expertise for construction and storm issues litigation
• Reflection on the impact of having objective and factual reports from engineers in the litigation process
• The importance of objectivity in the industry
• James' role in facilitating relationships at TSA and his methodologies for relationship building
• Tips for young aspirants considering his profession
• Importance of continuous learning in any profession Episode Resources
• Connect with Galen M. Hair
• https://insuranceclaimhq.com
• [email protected]
• Connect with James Jackson
• https://jacksonsteelerectors.com/
• https://tsa-eng.com/staff/james-jackson/

Galen interviews Cody Russell about his journey in the roofing industry, starting with Texas Roof Support and eventually merging with Lifetime Quality Roofing. They stress the importance of open communication and aligning visions during mergers. The conversation also delves into the future of the industry, focusing on retail models and education for contractors. They discuss the challenges faced in Florida's construction industry due to laws and policies, specifically surrounding labor availability. Finally, they emphasize the need for continual learning, networking, and knowledge building for business growth.

Who's the Guest? Cody Russell is a seasoned professional with a diverse background in various industries, including construction, roofing, and promotions. With a strong track record of success and extensive experience in his field, Cody brings a wealth of knowledge and expertise to the table.

Currently serving as the Commercial Manager at Lifetime Quality Roofing and Storm Restoration in Dallas, Texas, Cody is responsible for overseeing commercial projects and ensuring top-notch quality and customer satisfaction. In this role, he leverages his in-depth understanding of the construction industry and his keen eye for detail.

Highlights

• Cody shares his journey into the roofing industry
• Merging with Lifetime Quality Roofing and the process involved
• How disagreements are handled in the newly formed business
• Importance of getting documents in place before starting a business relationship
• Importance of taking ownership and improving communication
• The impact of new laws on the roofing industry and increased pricing
• The challenge of finding workers for the roofing industry and the complexity of regional building codes
• Predicting the future of the roofing industry: retail model and cosmetic exclusions
• The role of public adjusters in the changing industry
• Cody's first experience with public adjusters and his varying experiences with good and bad ones
• The difficulty of finding a good public adjuster
• The responsibility of public adjusters in acquiring trade estimates Episode Resources
• Connect with Galen M. Hair
• https://insuranceclaimhq.com
• [email protected]
• Connect with Cody Russell
• https://www.linkedin.com/in/codyallenrussell?original_referer=https%3A%2F%2Fwww.bing.com%2F

Galen interviews Adam Bensman who discusses his journey from a massage therapist to a successful roofing sales trainer. He emphasized the importance of continuous improvement and investing in salespeople's development. His Roofing Sales Success Formula has greatly enhanced sales performance for roofing companies globally, focusing on setting income goals, providing marketing materials, and promoting authentic sales techniques.

Highlights

• Adam discusses how he had to struggle and learn in the early days of his roofing sales career
• What led him to start coaching and building sales teams
• Adam's experience of trying to do what he was passionate about by starting a side business as a combat pistol instructor, only to find it unenjoyable and repetitive
• Problem-solving and how it's important to find a career where one can utilize that skill
• Sales system that replaces the need for in-person training
• Having a plan built around personal income goals, daily strategies, and providing marketing materials for various scenarios
• Bottom-up method: Investing in the development of people (sales team) and ensuring their success in order for clients to be well taken care of
• Viewing leveling up as an inchworm race, with gradual growth rather than skipping steps Episode Resources
• Connect with Galen M. Hair
• https://insuranceclaimhq.com
• [email protected]
• Connect with Adam Bensman
• https://theroofstrategist.com/pitch-like-a-pro
• https://www.roofingsalesconnection.com/connection-decom
• https://www.facebook.com/adam.bensman/
• https://twitter.com/roofstrategist
• https://www.youtube.com/theroofstrategist

Galen interviews Randy Brothers, founder of Elite Roofing, he shares his experiences in managing rapid growth and highlights the importance of having the right people in the correct roles, tracking data, and using strong financial systems. Brothers also discusses his book, which aims to help contractors navigate challenges in the industry. Key insights from the interview emphasize understanding the various roofing business processes, ensuring customer satisfaction for growth through referrals, and proactively anticipating future challenges while improving personal impact on others.

Highlights

• Randy Brothers discusses his background and how he got into the roofing industry
• How Elite Roofing was born from his experience working as an independent contractor The challenges faced while scaling the business
• The importance of knowing the costs and expenses of running a business, which led him to write his book, Start It, Build It, Grow It, The Contractor's Guide to Success.
• The impact of his book and how it has helped others in the industry.
• Understanding the timeline of a roofing project and focusing on the customer experience.
• Paying attention to the entire life cycle of the roofing process, as well as over-delivering on customer service, is essential for the success of a roofing business. Episode Resources
• Connect with Galen M. Hair
• https://insuranceclaimhq.com
• [email protected]
• Connect with Randy Brothers
• https://theroofingacademy.com/about/
• https://www.instagram.com/randyjbrothers/?hl=en
• https://www.facebook.com/theroofingacademy/

Galen interviews Chris Courville, CEO of Interior Environmental Consulting (IEC). They discuss the importance of promptly addressing mold and water damage to minimize health risks and the growth of IEC. Chris highlights the significance of maintaining high industry standards, proper testing, certifications, and having a well-trained team for insurance claims. He believes that ethical business practices and effective communication are crucial for success in the industry.

Highlights

• Chris explains the reason behind his switch from working as a contractor to becoming a consultant.
• Chris talks about the process of providing documentation for policyholders after a disaster.
• The importance of assessing and mitigating damage quickly for health reasons and to minimize potential risks.
• Chris discusses his busy schedule and the number of projects his company can handle at once.
• The importance of considering the health aspect over the policy aspect and outlines the importance of mold testing.
• Chris talks about getting to know the story of the policyholders he works with.
• The growth and team-building process of IEC is discussed.
• The importance of documentation in fire losses and how to properly test for carcinogens are explained.
• Chris highlights the importance of proper PPE, certification, and third-party lab testing. Episode Resources
• Connect with Galen M. Hair
• https://insuranceclaimhq.com
• [email protected]
• www.levelupclaim.com
• Connect with Chris Courville
• https://www.linkedin.com/in/chris-courville-8292a8261

In this podcast episode, Galen Hair introduces the Level Up Claims Summit, an event focused on providing education, resources, and networking opportunities for professionals in the property casualty industry. The summit aims to cover important aspects like claims handling, business growth, and ethical scaling, featuring expert speakers discussing topics such as appraisal, documentation, and ethically scaling businesses. Scheduled for June 9th at the Orpheum Theatre in New Orleans, the event offers breakfast, lunch, and a reception for networking. More information and tickets can be found at levelupclaim.com.

Highlights

• Parker Logan and Galen Hair discuss the upcoming Level Up Claims Summit
• Galen shares the origin and vision of Level Up Claims Summit
• Who the summit really is for
• What sets Level Up Claims Summit apart from other conferences
• Pricing and motives behind keeping the summit affordable
• Highlights and speakers from last year's summit
• Feedback from last year's attendees and how some implemented ideas into their businesses
• A preview of this year's summit without giving away the full agenda
• Ethically scaling and growing businesses and attracting and retaining top talent
• An academic speaker chosen to address making changes in personal or business life
• Importance of curating content to bring value to the audience
• Food and opportunities for networking at the summit Episode Resources
• Connect with Galen M. Hair
• https://insuranceclaimhq.com
• [email protected]
• www.levelupclaim.com

In this podcast episode, Tammy Brannan, founder of the Blueprint Process, discusses the significance of recognizing one's purpose and individuality in shaping businesses and work-life. The Blueprint Process assists professionals in identifying their purpose, leading to more effective work and better results. Tammy introduces the "Peanut Butter and Jelly Triangle" concept, enabling professionals to balance what they do, who they are, their relatable stories, and the emotional uplift they provide for more authentic and impactful marketing. The episode also features an exercise called the "battery tracker" to help employers analyze employees' energy levels and adjust job roles accordingly for increased satisfaction and commitment. The episode emphasizes a giving-focused mindset, attracting the right clients and talent while maintaining workplace harmony and productivity.

Who's The Guest? Tammi Brannan is a renowned entrepreneur, keynote speaker, and founder of Blueprint Process. Tammi is on a mission to help professionals identify their purpose, unlock their individuality, and pursue their greatest success. For many years, Tammi felt unfulfilled in her career and struggled with feeling like an imposter in her own life. However, after several years of personal development and introspection, Tammi discovered her passion for helping others recognize their potential.

As the founder of the Blueprint Process, Tammi has developed a program that guides professionals through the process of uncovering their individuality and implementing it in the workplace. Through her unique approach, Tammi helps professionals identify their purpose, understand their strengths, and create a blueprint for their ideal careers. With her extensive experience as an entrepreneur and speaker, Tammi has helped countless individuals achieve their goals and realize their true potential.

Highlights

• Tammi's "aha" moment realizing her life wasn't a good fit, leading her to study her purpose, skills, values, and passions
• Understanding the importance of purpose in life and work Identifying purpose and how it affects a company or individual's work
• Using the Blueprint Process to make a job fit someone's individuality, making it better for everyone involved
• The impact of having a client's purpose on a banner and constantly reminding them of their individuality in work
• Tammi shares a success story of a financial advisor using their purpose for marketing
• Using the "peanut butter and jelly triangle" concept to implement purpose into marketing strategy.
• Focusing on the gift, the emotional uplift given during the message, rather than offering something transactional
• The journey of implementing the Blueprint Process in a company
• Working with individual team members to best utilize their blueprints and increase overall satisfaction
• The role of purpose in attracting and retaining talent
• Using the battery tracker to identify which tasks energize employees and restructuring their job accordingly
• Advertising and sharing the results of implementing the battery tracker to show potential employees your company's commitment to their satisfaction
• How companies stand out using the Blueprint Process, attracting more clients and engaged employees. Episode Resources
• Connect with Galen M. Hair
• https://insuranceclaimhq.com
• [email protected]
• www.levelupclaim.com
• Connect with Tammi Brannan
• https://www.blueprintprocess.com/tammi-brannan
• https://www.tammibrannan.com/
• https://www.linkedin.com/in/blueprintprocess

Galen interviews entrepreneur John Michael Morgan about mindset, overcoming self-doubt, and the importance of daily routines. They emphasize the significance of effective morning routines, including positive content consumption, physical activity, and meditation or journaling to set the tone for the day. They also discuss the impact of company culture on productivity and the crucial role of each team member in representing the brand.

Who's The Guest? John Michael Morgan is a seasoned entrepreneur, coach, and speaker with over 20 years of experience in real estate, marketing, and coaching. John Michael's career began in the real estate industry, where he quickly discovered his passion for marketing and helping other agents break through their glass ceilings. In 2007, John Michael shifted his focus to coaching, where he has spent the past 15+ years coaching entrepreneurs, leaders, pastors, artists, and some of the world's leading brands. He has delivered over 100 keynote speeches and authored a best-selling book, Brand Against The Machine. Today, John Michael's passions lie equally in mindset and marketing, as he believes that both are crucial components of achieving success in all areas of life. He is committed to helping world changers perform at their best by removing obstacles and helping them to achieve their goals.

Highlights

• The initial resistance to coaching from smaller business owners
• The importance of having a positive, purpose-driven mindset and overcoming self-doubt
• The need to adapt to adverse business conditions with a positive mindset and action plan
• Identifying self-limiting beliefs and creating inspiring, actionable goals
• The importance of visualizing your goals and creating a sense of urgency in achieving them
• Implementing habits to foster positive behavior and success strategies in the long term
• Starting the day with a strong morning routine to set the tone for positive interactions and productivity
• Morgan divulges his personal morning routine, emphasizing reading, journaling, meditation, and physical activity
• Adapting morning routines using proven principles and personalizing tactics
• Personalizing your morning routine, using techniques that work best for you
• Achieving success through consistency and a disciplined, focused mindset
• Using technology and tools to reduce interruptions and distractions throughout the day
• Morgan discusses the role of company culture in promoting employee happiness and productivity
• How businesses can create a positive environment and provide better customer experiences
• Recognizing the impact employees in various roles have on company culture
• Prioritizing the experience and fostering genuine connections with customers and clients Episode Resources
• Connect with Galen M. Hair
• https://insuranceclaimhq.com
• [email protected]
• www.levelupclaim.com
• Connect with John Michael Morgan
• https://www.linkedin.com/in/johnmichaelmorgan

Throughout the episode, various guests share their thoughts on what it means to level up. Some of these insights include embracing a constant effort to grow, learning from new experiences, redefining success, listening to one's intuition, consistently improving oneself, and taking care of all areas of one's life.

Highlights

• The importance of preparation, performance, and learning from experiences in leveling up
• The need for continuous growth, learning, and trying new experiences
• Definition of success: Focusing on time as the new wealth and reallocating priorities
• Listening to intuition and creating time for self-improvement and personal growth
• Going to war every day, starting with a routine and learning something new each day
• How to level up by adding new skills and learning from each business venture
• The importance of a holistic approach to leveling up, focusing on different areas of life
• Having a commitment to constant learning, reading, and strengthening industry knowledge
• Helping others level up and taking on a social responsibility
• Not being afraid of challenges and learning from new experiences, avoiding regret later in life
• Leveling up by partnering with customers and helping them reach their goals Episode Resources
• Connect with Galen M. Hair
• https://insuranceclaimhq.com
• [email protected]
• https://levelupclaim.com/