Spot On Insurance

Matthew Coots is the Director of Business Development at the JLS Family of Companies. One of their branches is the JLS Sales Academy, a leader in senior market agent sales training as well as a platform designed to enable agents to reach their highest potential.

Today, Matthew joins us to discuss what it’s like to work with the senior demographic in the insurance industry. He shares the life he had and why he chose a career in insurance.

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Tameika Johnson, Annual Returns & Corporate Tax Filings Supervisor at Insurance Licensing Services of America, Inc., shares her dos and don’ts for franchise taxes.  Her secret for success: Start by determining if you have nexus in a state.  Don’t assume that you don’t have nexus just because you don’t have a brick-and-mortar office or employees there.

And if you only learn one thing from this podcast, let it be this: Franchise tax requirements can apply to BOTH resident and foreign (or non-resident) business entities.

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Tameika Johnson, Annual Returns & Corporate Tax Filings Supervisor at ILSA, Inc., shares her dos and don’ts for franchise taxes.  Her secret for success: Don’t assume that you don’t have nexus just because you don’t have a brick-and-mortar office or employees there.

And if you only learn one thing: Franchise tax requirements can apply to BOTH resident and foreign business entities.

Kirt Linington, Neil Palmer, and Tony Taveras are part of the team that composes Linear Roofing. Linear Roofing is a roofing contractor company that provides inspection, repair, restoration, and replacement services that specializes in multiple types of properties over the Texas area. Kirt specializes in claim restoration. Neil has over 15 years of roofing experience, and is a HAAG Certified Inspector. Tony is the vice president of Sales.

Today, Kirt, Neil, and Tony join us to discuss the ins and outs of the roofing industry and describe what sets them apart from other roofers. They share their journey, the challenges they endured growing up, and how they met and formed Linear Roofing. They explain how roofing and insurance tie together and how they manage their team. They also offer wonderful advice for those who are just entering the professional arena.

“You would only be scared of making that leap into something unknown if you weren't willing to bet on yourself.” - Tony Taveras

Today on Spot On Insurance:

• Neal's backstory, how his family reacted to his profession, and how he started his roofing business.
• Kirt's journey all the way from South Africa to where he is today.
• Tony's dreams when he was a kid and the challenges he faced growing up.
• Why Tony never gravitated to joining the family business.
• Kirt's back problems, initial meeting with Neal, and why they decided to form Linear.
• The factors that allowed Tony to work with Kirt and Neal.
• The business model and culture that led their company to success.
• What sets their company apart from the competition.
• The numbers they want to achieve this year and how they plan on getting them.
• Ensuring the team is trained according to the right standards.
• Utilizing social media to increase marketing and staying up to date with regulatory changes.
• Their views on solar roofs and other projects they are interested in.
• Their advice to those just starting a professional career.

Key Takeaways:

• One of the hardest things to do is start a business while working at a place you love.
• Nothing is ever given, only earned.
• The work ethic, or what you're doing behind closed doors, is what determines your success.

Resources mentioned:

• Roofing Contractors Association of Texas
• Purple Cow by Seth Godin
• Outliers by Malcom Gladwell

Connect with Kirt Linington:

• Linear Roofing
• Facebook
• Instagram
• Email: [email protected]

Connect with Neil Palmer:

• Email: [email protected]

Connect with Tony Taveras:

• 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 iTunes and share your favorite episodes with friends and colleagues!

Kirt Linington, Neil Palmer, and Tony Taveras are part of the team that composes Linear Roofing. A roofing contracting company in the Dallas Texas area. Kirt specializes in claim restoration. Neil has over 15 years of roofing experience, and is a HAAG Certified Inspector. Tony is the vice president of Sales.

Today, Kirt, Neil, and Tony join us to discuss the ins and outs of the industry and describe what sets them apart.

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Dan Maher, Executive Director of the Excess Line Association of New York (ELANY), shares his dos and don’ts for surplus lines compliance – especially in New York.  His secret for success: Identify the right home state for each insurance transaction so you can follow the correct filing and tax procedures.

And if you only learn one thing from this podcast, let it be this: Before you expand your business into a new state, do your homework.  State rules vary, so seek expert advice.

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge. Dan Maher, Executive Director of the Excess Line Association of New York , shares his dos and don’ts for surplus lines compliance – especially in New York. Success secret: Identify the right home state so you can follow the correct filing and tax procedures.

And if you only learn one thing: Before you expand your business into a new state, do your homework. State rules vary, so seek expert advice.

Robert Cartwright Jr. is the Chair of the Diversity and Inclusion Advisory Council of Risk and Insurance Management Society, or RIMS. RIMS connects risk professionals from all over the world on one platform to discuss and provide education on everything involving risk management. He is also currently the Division Manager of Environmental, Health, Safety, and Sustainability at Bridgestone, a giant in the automobile industry known for selling quality tires.

Today, Robert joins us to share his success story, the challenges he’s faced throughout his journey, and how he arrived at where he is today. He describes what it’s like working for Bridgestone and his role there, and what he enacted as the president of RIMS. He also defines risk management, why it’s more than just solving company problems, and how it benefits any company to hire a risk manager. 

“We only get better by the people we know and the more people we know, the better we become.” - Robert Cartwright jr.

Today on Spot On Insurance:

• His very successful career and how it all started.
• The work ethic he possessed before the ‘age of information.’
• His philosophy around risk management and how he solves problems.
• What his career initially was like at Bridgestone and his role today.
• How finding the root cause can help reduce risks and increase profits.
• Risk management from years past and what risk management is today.
• Why diversity and inclusion are more than just the color of your skin.
• How he wants to push systems that are sustainable when it comes to leading a company.
• His tips for newcomers in the insurance industry.
• The benefits of hiring a risk manager.

Key Takeaways:

• There's nothing you can't do if you put your mind to it.
• You’ve got to know where you come from to know where you're going.
• When getting into the insurance industry, if you don't have the why, the what doesn't matter.

Connect with Robert Cartwright Jr.:

• RIMS
• Bridgestone
• LinkedIn
• Twitter

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 iTunes and share your favorite episodes with friends and colleagues!

Robert Cartwright Jr. is the Chair of the Diversity and Inclusion Advisory Council of Risk and Insurance Management Society, or RIMS. RIMS connects risk professionals from all over the world on one platform to discuss and provide education.

Today, Robert joins us to share his success story, the challenges he’s faced and what it’s like working for Bridgestone. He also defines risk management and how it benefits any company to hire a risk manager.

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, ILSA’s Surplus Lines Tax Filings Supervisor Sherry Groves shares her dos and don’ts for managing accounts for surplus lines policy reporting and tax payment portals like OPTins.  Her secret for success: Apply for your account (or add the state to an existing account) as soon as the insurance department approves your surplus lines license.  Compliance obligations, such as zero reports, can begin as soon as your license issues.

And if you only learn one thing from this podcast, let it be this: States are cracking down on account security.  Don’t share account logons among employees or leave accounts for former employees active!