Spot On Insurance

Apple Podcasts Rate and Review for SpotOn

Azul Terronez is a TEDx Speaker, bestselling author, and CEO & Co-Founder of Authors Who Lead, a company that provides coaching services for aspiring authors. He has over 20 years of experience as an educator and as a writer for TV shows. He champions the idea of writing a book that transforms the reader instead of something that simply relays information. Azul is also the host of the Born to Write podcast, a show where they interview different authors and talk about the many reasons why they became authors. 

Azul joins us to share advice on what new authors should keep in mind when writing their first book. He describes his struggles with dyslexia, his not-so-typical college route, and why he decided to pursue a degree in arts and theatre. He explains the difference between a transactional book and a transformational book and shares the common mistakes many new authors make when writing their masterpiece. Azul also shares how you can establish a healthy and realistic writing pace and what you should expect from finishing your book. 

“Most great books are when the reader remembers they’re the lens that the content shines through.” - Azul Terronez

Today on Spot On Insurance:

• Why Azul didn’t think he’d go to college and his struggles with dyslexia.
• His experience as a college student and why he pursued a degree in arts and theatre.
• How he got started with writing scripts and his career on television sets.
• How he managed to publish a book despite his dyslexia and what he wrote about.
• Differences between transactional and transformational books.
• Common mistakes new authors make when writing leadership books.
• Establishing a writing pace to complete your first book.
• What you should expect your finished book to look like.

Key Takeaways:

• The idea isn’t the content; it’s part of it.
• You have to untrain your brain from believing that writing’s hard.

Connect with Azul Terronez:

• Authors Who Lead
• Born to Write Podcast
• Email: [email protected]

This episode was brought to you by…..

Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.

Connect, Learn, Share

Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode.

Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

Apple Podcasts Rate and Review for SpotOn

Nick Andrews is the Marketing Project Manager for Liberty Mutual Insurance, a company that customizes coverage so customers only pay for what they need. They offer multi-policy discounts, better car replacements, and 24/7 road assistance among other services. As Project Manager, Nick is responsible for planning and executing national marketing programs formulated to boost business and client retention. Some of his areas of expertise include SEO, PPC, social media ads, email marketing, and B2B marketing.

Nick joins us to discuss the steps companies need to take to make sure their referral programs are working as intended. He shares the toughest challenge he’s encountered as a professional and how he gravitated towards working in the insurance industry. He explains how you can track your referral and other marketing programs and how to maintain cybersecurity while working from home. Nick also shares advice for those who are struggling to run their businesses during the COVID-19 pandemic. 

“Tracking is such a key element, not just for the success of a referral program, but for the success of all marketing.” - Nick Andrews

Today on Spot On Insurance:

• A brief introduction to Nick and his professional career.
• The biggest professional challenge he faced and how he overcame it.
• Interesting stats about their High Growth Agency Survey.
• Keeping track of whether your marketing strategies are working.
• The steps you need to take for your referral program to work.
• Using charities to improve your social media presence and referrals.
• How they keep their business running during the pandemic.
• Cybersecurity concerns of running a business from home.
• The next game-changer in the insurance industry.

Key Takeaways:

• Referral programs need to be carefully tracked to see if they’re working and worth the investment.
• Charities can be used as a means of spreading your brand all over social media.
• Be able to communicate with your clients in a way that they want to communicate

Resources Mentioned:

• Zoom

Connect with Nick Andrews:

• Liberty Mutual
• Email: [email protected]

This episode was brought to you by…..

Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.

Connect, Learn, Share

Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

Apple Podcasts Rate and Review for SpotOn

Our guest is Mike Furlong the CEO of Indio Technologies, a division of Applied Systems, which provides insurance application and renewal software to automate the commercial lines submission process among agencies, brokerages, insurers and insured. The platform provides a fully digital client risk capture and application experience by automating the data population across each individual, unique insurer application. Prior to Indio Technologies, Mike started Sliced Investing, the first online hedge fund investment platform built for individual investors. Mike's passion is at the intersection of software and financial services, with a focus on enhancing legacy workflows.

Mike joins us to talk about Indio technologies and his journey through life and the insurance industry.  

Contact Mike Furlong:

INDIO TECHNOLOGIES, INC.

1300 Guadalupe Street 4th Floor Austin, TX 78701

Tel: 248.755.1105

Facebook                                          

https://www.facebook.com/IndioTechnologies

LinkedIn

https://www.linkedin.com/company/indiotechnologies

Twitter

https://twitter.com/useindio

This episode was brought to you by…..

Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.

Connect, Learn, Share

Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

Apple Podcasts Rate and Review for SpotOn

Our guest Steve Mohr joined Lightspeed Voice in April 2019, leading sales & marketing along with driving product innovation.  He worked with Allstate Technology for 7 years leading the deployment, adoption, and product roadmap for eAgent; the Allstate AMS.  He managed multiple agencies in Florida and was a licensed agent for 20 years.  

Steve joins us to discuss what makes their technology a great fit for the insurance industry and shares some life lessons he's learned.  He also discusses what you can expect from the Agency Nation elevate conference this year. 

Contact Info

Social Media Platforms: 

Facebook                                            https://www.facebook.com/steven.mohr

LinkedIn

https://www.linkedin.com/company/lightspeedvoice/                                                   https://www.linkedin.com/in/stevenmohr/

This episode was brought to you by…..

Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.

Connect, Learn, Share

Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

Apple Podcasts Rate and Review for SpotOn

Pat Renzi, is a principal at Milliman and CEO of its Life Technology Solutions. The division provides products and services related to financial and risk reporting and projections, including Integrate™, MG-ALFA®, and MG-Triton®. Pat, joined the firm in 1999, was elected to the firm's board of directors in 2015.

Pat joins us to discuss COVID-19 impact on her company, employees, and her life in New York.

Connect with Pat Renzi:

One Pennsylvania Plaza, 38th Floor New York, NY 10019
Tel +1 646 473 3110

milliman.com 

Email

[email protected]

This episode was brought to you by…..

Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.

Connect, Learn, Share

Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

Apple Podcasts Rate and Review for SpotOn

Our Agency Nation guest is Kristy Dowell. She has been in the insurance industry for over twenty years. She started her career as an independent agent and after several years, Kristy evolved into the role of software solution provider to insurance agencies. The experience from both client and contractor perspectives translated into a unique skill set. Kristy’s passion is helping agencies operate and expand efficiently and she is able to do so as part of the Systems East, Inc./Xpress-pay team in the Business Development Division.

Contact Info

linkedin.com/in/kristy-dowell-3036969

Email

[email protected]

www.xpress-pay.com

FB page:

 https://www.facebook.com/Xpress-Pay-170085333073914/

FB Group:

 https://www.facebook.com/groups/xpresspay/

LinkedIn:           

https://www.linkedin.com/company/xpress-pay-com

Twitter:              

https://twitter.com/xpresspaydotcom

This episode was brought to you by…..

Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.

Connect, Learn, Share

Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

Apple Podcasts Rate and Review for SpotOn

Christie Simpson is the President and CEO of Zion Risk Solutions, a company that focuses on mitigating employee health risks by providing programs that assist employees to live a healthy lifestyle. They put emphasis on the idea of “well care,” and how establishing a healthy lifestyle can lower a company’s spending on preventable health problems. Christie has been in the insurance and healthcare industries for over 20 years, much of it as part of the workers’ compensation sector. Before founding Zion Risk Solutions, Christie worked full-time as an insurance adjuster.

Christie joins us to share how Zion Risk Solutions can help improve employee wellness that can translate to savings for the employer. She discusses the reasons behind her starting the company and how her mother inspired her. She explains the programs they offer and how the companies benefit from them. Christie also describes the positive changes their programs can provide to employees outside of work.

“You can't force anyone on wanting a better life for themselves. They have to want to get better.” - Christie Simpson

Today on Spot On Insurance:

• How Christie's mother influenced the way she cared for employees.
• The idea behind the creation of Zion Risk Solutions.
• Christie's work experience and what she realized when she quit adjusting.
• How Zion works and the programs they use.
• What they learned from the clients they served.
• The effects of processed food on an individual's health.
• How their programs help customize a person's fitness needs.
• The benefits of utilizing their employee wellness services.

Key Takeaways:

• You can’t pour from an empty cup. You can’t continue on giving to others if you don’t give some to yourself first.
• We have to relook at how we’re helping ourselves as a business.
• Employers can improve work productivity if they pay attention to the wellness of their employees.

Connect with Christie Simpson:

• Zion Risk Solutions
• I Stand podcast

This episode was brought to you by…..

Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.

Connect, Learn, Share

Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

Apple Podcasts Rate and Review for SpotOn

Eric Allen is the President of Sixth Avenue West, a collection services company that primarily serves commercial insurance carriers, law firms, government contractors, and institutional lenders. He has over 15 years of experience in the insurance and human resources industries. His responsibilities as president include business development, quality assurance, and customer experience enhancement. Eric also held multiple leadership roles for insurance companies, self-insurance funds, and employer organizations. 

Eric joins us to share what Sixth Avenue West does for the insurance industry and why they’re not your typical collections company. He shares the lessons he’s learned throughout his life and career, his sports accolades, and how his experience in track and field made him a good leader. He discusses the lack of empathy in the collections industry and how their business model addressed that gap. Eric also shares advice for those who may want to work with a collections company.

“Learn the process and take it head-on. That will lead you into doing work outside of that one profession, and you become way more valued to a company and to yourself.” - Eric Allen

Today on Spot On Insurance:

• Eric's life journey and some of the takeaways he learned.
• Some of Eric's notable sports achievements.
• How sports helped him become successful in his career.
• Why Eric didn't let his family background get in the way of his dreams.
• Eric's job as a premium auditor and when he decided to manage the family business.
• What separates Sixth Avenue West from a typical collection agency?
• The businesses they serve and how they plan to outlast the pandemic.
• What their "stoic philosophy" business model is about.
• The system they put in place as a workaround to the difficulty of collecting money.

Key Takeaways:

• You can learn business skills from activities that don’t revolve around business.
• Empathy and collecting money are not mutually exclusive to one another.

Connect with Eric Allen:

• Sixth Avenue West
• LinkedIn
• Email: [email protected]

This episode was brought to you by…..

Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.

Connect, Learn, Share

Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

Apple Podcasts Rate and Review for SpotOn

Seth Preus is the Founder of Mivation, a software company that provides productivity solutions through gamification, competition, and achievements. He drew inspiration from his time as a 19-year old vacuum cleaner seller, where he became obsessed with sales productivity and self-motivation. His system uses the “3 M’s” approach - Mastery, Motivation, and Momentum - which he says unlocks the formula for an increase in overall team performance. Before Mivation, Seth founded RacingSnail, a productivity and compensation tool with an insurance focus. 

Seth joins us to share how gamification allows team members to unlock their full potential. He shares his journey, his experience in sales, and the motivation that led him to start RacingSnail and Mivation. He describes the triggers that can boost performance and the do’s and don'ts when it comes to motivating a team member. Seth also explains the difference between extrinsic and intrinsic motivations and what companies can do to bring out the best of their employees beyond benefits and salary.

“I don't believe you're going to have long-term success if you're constantly using the stick to get people to perform.” - Seth Preus

Today on Spot On Insurance:

• Seth's upbringing as the son of a Lutheran priest.
• Seth's educational background and what he wanted to be when he grew up.
• The motivation behind his companies, RacingSnail and Mivation.
• Motivational triggers Seth uses to improve staff performance.
• How their system works and the data they track.
• His experience in being fired and why he wasn’t upset.
• What not to do when trying to motivate staff.
• Gamification, millennials, and how Seth works with them.
• The difference between extrinsic and intrinsic motivation.
• The opportunities of the insurance industry in gamification and other technologies.

Key Takeaways:

• Gamification makes millennials feel more comfortable.
• No matter how good your training program is, some could just be in the wrong job.

Connect with Seth Preus:

• Mivation
• RacingSnail
• LinkedIn

This episode was brought to you by…..

Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.

Connect, Learn, Share

Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

Apple Podcasts Rate and Review for SpotOn

Adam Michaels is an entrepreneur and founder of Enrollify, a platform that aims to solve problems faced by consultants, brokers, and enrollment firms in converting cost containment strategies into results. Equipped with over 25 years of experience, he realized that you don’t need to sell to succeed, but educate instead. He believes leaders should have the heart of a social worker, but the mind of a capitalist. Adam is also the author of the book Sink or Shine, where he separates the modern marketplace into two categories: Tugboats and Lighthouses. 

Adam joins us today to share what Enrollify plans to become and what the insurance industry can expect from their platform. He describes his life as a teen, his first few years as a professional, and how he raises his children. He discusses the idea of Global Insecurity and how it’s affecting all of us today. Adam also explains his thoughts on leveraging technology, Corporate America, the gig economy, and how he wants to have the best of both worlds at Enrollify. 

“The emergence of technology caused consumers to really lean into leveraging technology towards their wants.” - Adam Michaels

Today on Spot On Insurance:

• Adam’s teen years and his career as a stockbroker.
• What Global Insecurity is and where it all began.
• His thoughts on today's children and how difficult it was to be successful before.
• How being a child of divorce motivated him to be successful.
• His approach to raising children and what he teaches them.
• Addressing the technological needs in the market and not just the wants.
• Statistics regarding insurance education and engagement.
• Adam’s thoughts on the gig economy and Corporate America.
• What he means by the Reflexive “No.”

Key Takeaways:

• 80% of employees choose the wrong coverage.
• If we're insecure as employees, we don't feel empowered.
• An educated and engaged population leads to greater empowerment.
• Corporate America has it all wrong. They measure success by how long people stay. Instead, they should measure success by what people say after they leave.

Resources Mentioned:

• Never Split The Difference by Chris Voss

Connect with Adam Michaels:

• Enrollify
• App site
• Instagram
• Facebook
• Official website
• Book: Sink or Shine
• Phone: (424) 433 GURU

This episode was brought to you by…..

Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.

Connect, Learn, Share

Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!