Spot On Insurance

John Prichard Jr. is the President of Oli Insurance Services, Inc. OLI is a company that helps other companies grow bigger and function better through market access, back-office support, and technology solutions.

John joins us to share his journey in the insurance industry and the reason he started OLI. He explains why the insurtech industry is an exciting, yet sometimes disappointing, industry to work in. John also shares valuable advice for those who want to start an insurtech company.

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Kristy Roberts, Licensing & Compliance Manager for Insurance Licensing Services of America, Inc. (ILSA), shares her dos and don’ts for Carrier Contracts and Appointments.  Her secret for success: The appointment process varies from state to state. Fortunately, your carrier can let you know which states allow just-in-time appointments.

And if you only learn one thing from this podcast, let it be this: Don’t wait until the last minute to establish your relationship with an insurance carrier.

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge. Today, Kristy Roberts, Licensing & Compliance Manager ILSA, shares her dos and don’ts for Carrier Contracts and Appointments. Her secret: The appointment process varies from state to state. Fortunately, your carrier can let you know which states allow just-in-time appointments.

If you only learn one thing: Don’t wait until the last minute to establish your relationship with an insurance carrier.

Apple Podcasts Rate and Review for SpotOn

 

Download Zach’s Instagram Tips and Tricks (PDF)

Zach Benson is the Founder of Assistagram. Assistagram is a company that aims to help clients grow their Instagram accounts through a multitude of organic growth strategies and creative campaigns. He and his company have worked with big brands such as The Four Seasons, Ritz Carlton, and the Dubai Board of Tourism. Before he became the founder of Assistagram, Zach chased his passion for dancing, appeared in TV shows, and won various competitions.

 Zach joins us to explain why your business needs to be on Instagram and shares tips on how to improve your profile today. He describes his life growing up, why it was difficult, and how dancing improved his confidence. He shares the injury that almost caused him to give up dancing and why it led him to start a business centered on Instagram. Zach also discusses some of the critical parts of growing an account, common mistakes businesses make, and why a serious company should hire a VA. 

“Life is all about connecting with people and connecting with them on a deeper level.” - Zach Benson 

Today on Spot On Insurance:

• Zach’s current travel and business plans and the number of places he went to in 2018.
• What it was like to grow up with a South Korean background.
• How his passion for dancing started and how he used it to fit in.
• The challenges he encountered while trying to chase his dream in dancing.
• What made him pivot to Instagram and when his career in Instagram marketing began.
• Utilizing Instagram in the best and most efficient manner.
• Hashtags and how to make them as unique as possible.
• How not to be punished by Instagram and a few tips to improve your profile.
• Why you should consider hiring a VA for your Instagram account.
• Why it's a two-way street between you and your followers. 

Key Takeaways:

• Instagram rewards you when people spend more time on their platform and utilize all the features.
• Part of becoming successful is hearing your critics and still pushing through.
• Not engaging or rewarding new followers after a campaign will lead to a significant decline.

Connect with Zach Benson:

• Assistagram
• Facebook
• LinkedIn
• Email: [email protected]
• Download Zach’s Instagram Tips and Tricks (PDF)

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!

Zach Benson is the Founder of Assistagram. Assistagram is a company that aims to help clients grow their Instagram accounts through a multitude of organic growth strategies and creative campaigns.

 Zach joins us to explain why your business needs to be on Instagram and shares tips on how to improve your profile today. He discusses some of the critical parts of growing an account, common mistakes businesses make, and why a serious company should hire a VA.

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Insurance Licensing Services of America, Inc. (ILSA) Licensing & Compliance Supervisor, Stefanie Cantu, shares her dos and don’ts for Continuing Education Tracking.  Her secret for success: Know what your current CE requirements are.  They vary from state to state and from license type to license type, and requirements do change over time.

And if you only learn one thing from this podcast, let it be this: Follow through on CE credit reporting.  Not all CE course providers send your credits to the state automatically … or in a particularly timely manner.

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, ILSA's Licensing & Compliance Supervisor, Stefanie Cantu, shares her dos and don’ts for Continuing Education Tracking.  Her secret: Know what your current CE requirements are.  They vary from state to state and from license type to license type, and requirements do change over time.

And if you only learn one thing it's: Follow through on CE credit reporting.

Apple Podcasts Rate and Review for SpotOn

Jonathan Mentor is the Founder and CEO of Successment, a platform that aims to promote daring solutions and tech innovations within the employee health space. Jonathan founded Successment out of a passion for improving employee health and experiences within their respective companies. Before starting his company, Jonathan represented Foa & Son Corporation as their Benefits Account Executive and has a diverse background in startup marketing, HR, and global health consulting.

Jonathan joins us today to share what Successment is all about and how it can help both employee and employer form better relationships and to better understand one another. He explains the need for this kind of platform and how benefits awareness transforms employee health. He describes how the platform works and what their services entail. Jonathan also shares advice for those who want to innovate the insurance industry with an original idea.

“Sometimes you enter into the world and you want to mimic what it is you see around you, and you don't realize the value of being a trailblazer and being an innovator.” - Jonathan Mentor

Today on Spot On Insurance:

• The inspiration for his latest projects around the employee benefits space.
• How he got the financial backing of some big companies in the industry.
• His role in communicating about the health and technology space.
• The struggles he experienced as a broker.
• Why the employees are the beneficiaries of Successment.
• His marketing strategy for Successment.
• His advice to people that want to build their own passion projects.
• How Successment works and the services they offer.

Key Takeaways:

• If the procurement department within HR doesn't know that there are better ways of doing things, they won't be able to move forward.
• In 2019, employers are looking to solve different problems, but they're not always aware of all the solutions available to them.

Resources Mentioned:

• Ep.104: The Student Debt Crisis and How Employee Benefits Can Help

Connect with Jonathan Mentor:

• Successment
• Facebook
• Twitter
• Instagram
• Email: [email protected], [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!

Jonathan Mentor is the Founder and CEO of Successment, a platform that aims to promote daring solutions and tech innovations within the employee health space. Jonathan founded Successment out of a passion for improving employee health and experiences within their respective companies.

Jonathan joins us today to share what Successment is all about and how it can help both employee and employer form better relationships. He explains how the platform works and what their services entail.

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Joyce King, Quality Assurance Administrator for Insurance Licensing Services of America, Inc. (ILSA) shares her dos and don’ts for Corporate affiliations and terminations.  Her secret for success: Keep your affiliations up to date.  When an agent joins your team or leaves to pursue other opportunities, submit any needed affiliations or terminations in a timely manner – usually within 30 days.

And if you only learn one thing from this podcast, let it be this: Some states require you to report agency affiliations for producers other than your Designated Responsible Licensed Producer (DRLP).