Spot On Insurance

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Jennifer DeFrenza is the Vice President of Marketing at Surex, an online insurance company based in Ontario, Canada. As Vice President of Marketing, she is responsible for employing, developing, and overseeing the company’s many marketing initiatives. She helps Surex achieve their short and long-term goals, improving their brand awareness, and executing marketing strategies for revenue and growth. Before becoming Vice President, Jennifer was Surex’s Director of Digital Marketing.

Jennifer joins us to discuss the professional risks she took to get where she is today. She shares the challenges of raising a family, helping her husband start a business, and climbing the ladder to success in insurance. She explains her role at Surex, the importance of digital marketing post-COVID-19, and what it means to have a team assigned for your company’s social media growth. Jennifer also describes the benefits and drawbacks of outsourcing and having your own group for marketing.

"COVID taught us digital marketing is really something you need to have." - Jennifer DeFrenza

Today on Spot On Insurance:

• Jennifer's childhood story, her life in Toronto, and why she pursued sales in college
• How Jennifer started working in insurance
• Jennifer's role as a Vice President of Marketing at Surex
• The pros and cons of outsourcing to an outside agency vs growing a team internally
• How Jennifer improved the way Surex worked on data gathering, transparency, and social media
• What Jennifer does to incentivize team members to engage with their social media presence
• The career risks she took to get to where she is today
• What it's like to lead a new company in a place where insurance isn't that popular
• The challenges of raising children while helping her husband launch his business
• The projects Jennifer is currently working on

Key Takeaways:

• It's critical to have someone who is an expert with social media and video
• There are a lot correlations between sales and marketing

Connect with Jennifer DeFrenza:

• Surex
• 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.

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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!

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Matthew “Matt” Bruno is the Chief Operating Officer at ReSource Pro, a staffing company that caters specifically to organizations in the insurance industry. Their main office is in New York, but they have satellite offices in India and China. As Chief Operating Officer, Matt directs, coordinates, and administers the company’s operations and activities globally. Matt specializes in developing business strategies, financial forecasts, and creating innovative products and services. Before he started ReSource Pro, Matt was a successful English teacher in China. 

Matt joins us today to discuss what ReSource Pro can do for small and large businesses in the insurance industry. He describes how the pandemic affected their operations, and how their office and team in China coped with the lockdowns and need for PPEs. He shares why he decided to move to China, what it was like being an English teacher on the other side of the world, and why he started ReSource Pro. Matt  also explains the struggles of running a staffing business amidst COVID-19 and describes what we can expect from ReSource Pro in the near future.

"When you get a resister who becomes converted, they are your best champion." - Matt Bruno

Today on Spot On Insurance:

• Matt's childhood and where his passion for entrepreneurship started
• How Matt started working in the insurance industry
• Matt's experience with teaching English in China
• What inspired Matt to start ReSource Pro
• How prepared Matt's team was during the first few months of the pandemic
• Acquiring PPEs and facemasks for their China staff
• The challenging part about getting extra computers for a work-from-home setup
• How COVID-19 impacted Matt's business going forward
• ReSource Pro’s services and how they help clients sort through organizational messes
• Types of organizations ReSource Pro are able to assist
• The benefits of being an easy-to-audit organization
• What makes ReSource Pro a unique and award-winning business 
• The cultural changes Matt had to adjust when he went to China for the first time
• What's in store for ReSource Pro in the near future?

Key Takeaways:

• Making sure people know what their role and responsibilities are is important.
• Even though you have a standard document system, every account manager is putting things in different places. So, their audits are often chaotic.

Resources Mentioned:

• Monster

Connect with Matt Bruno:

• ReSource Pro
• Email: [email protected]
• 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!

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Dan Maher is the Executive Director at Excess Line Association New York (ELANY), a non-profit industry advisory association. The services of ELANY are focused on helping their clients stay compliant with excess line law. Lorenzo Houston is the Tax Compliance Manager at ILSA, where he is responsible for compiling and reviewing tax returns on behalf of a client. Brian Allen is the Special Projects Administrator for ILSA. His responsibilities include working with developers and regulatory representatives to develop and enhance online tools for the industry.

Dan, Lorenzo, and Brian join us today to discuss how our companies adapted to the rapid changes in how we worked during the pandemic. We discuss how Dan’s team was gearing up with a work-from-home system just before the quarantines began and how Project CATT helped ILSA’s clients cope with online work efficiently. We discuss how small and large agencies struggle with surplus lines regulations differently. Dan explains the training they gave ELANY’s staff members regarding cybersecurity and how non-official emails are considered a cyber risk. We also discuss why surplus line outsourcing has become more critical in light of the pandemic and its mandatory health protocols.

"As premium increases and the market hardens, the need to outsource surplus lines becomes even more invaluable." - Lorenzo Houston

Today on Spot On Insurance:

• How cloud systems allowed ELANY staff to work remotely
• What it was like to create a work from home solution on the fly
• The recent system changes ELANY applied that made their services more seamless, efficient, and automated
• What Project CATT is and how Brian made it work for ILSA's clients in 2020
• The challenges faced by smaller and more prominent agencies in the area of surplus lines
• Why compliance is often overlooked by agency executives
• How ILSA fared during the pandemic
• How ELANY supports and educates its members with the challenges in cybersecurity regulation
• How ELANY teaches their employees to be on the lookout for potential cybersecurity risks
• ILSA's cybersecurity measures and the solutions they are working on
• What ELANY did at the height of the pandemic and how it affected them as an organization
• The politicians that helped the insurance industry during the pandemic
• Why surplus line outsourcing has become more invaluable today
• The impact of ELANY's charitable acts in 2020

Key Takeaways:

• Companies who used cloud-based software before the pandemic were businesses that had little problems transitioning to a work-from-home setup.
• Cybersecurity risks are at its highest when employees open emails that appear to be official or sent by someone within the organization.

Resources Mentioned:

• Renaissance Systems Inc.

Connect with Dan Maher:

• The Excess Line Association of New York
• Email: [email protected]
• Phone: (646) 210-8075

Connect with Lorenzo Houston:

• Email: [email protected]
• Phone: (254) 729-6133
• LinkedIn

Connect with Brian Allen:

• Email: [email protected]
• Phone: (254) 729-8002
• 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!

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Aaron Steffey is the Co-Founder and Director of Sales and Marketing at Propeller Bonds—a company with a goal to simplify, automate, and distribute insurance products for clients more efficiently and effectively. The company's current focus is on the surety bond market in the USA, which is worth over $6 billion. As Director of Sales and Marketing, Aaron is responsible for the company’s sales, marketing, and acquisition deals. Aaron is also a managing partner at Steffey Insurance Agency, a family-owned insurance broker in Indianapolis, Indiana.

Aaron joins us to discuss how Propeller Bonds started and why they concentrated on surety bonds. He shares what it’s like growing up with parents who own an insurance agency. He discusses what surety bonds are for and why they were often ignored or looked at with animosity in the industry. He explains how the Propeller platform works and how it automates what used to be cumbersome steps. He describes how the pandemic was a blessing in disguise for their company. Aaron also shares his tips for those who are planning on starting an insurtech company.

"Employee count is not the most important thing in insurance; you want to be efficient." - Aaron Steffey

Today on Spot On Insurance:

• Aaron's educational background and how he was introduced to insurance
• What it's like growing up with parents who worked in insurance
• How Aaron creates a balance between family and business
• What Aaron predicts for the future of independent agencies
• Why independent agencies have an advantage over carriers when it comes to flexibility
• Why bonds are important in insurance and why agents hated bonds before
• How agents can use their company's platform
• Why the pandemic was a huge game-changer for their company
• How Aaron set up his team and the people he needed
• How their marketing went virtual instead of personal interaction
• Why Zoom and other virtual meeting apps hurt phone calls
• Aaron's advice to future insurtech entrepreneurs

Key Takeaways:

• Surety Bonds are a kind of revenue generator for the municipality.
• Surety bonds were often ignored because of how difficult the process was of obtaining one.

Connect with Aaron Steffey:

• Propeller Bonds
• Steffer Insurance Agency
• LinkedIn
• Company Email: [email protected]
• Personal 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!

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Bryan Falchuk is an Insurance & InsurTech Advisor, Speaker, Leadership Coach, and Best-Selling Author. He is the Founder and Managing Partner of Insurance Evolution Partners, a consultancy that helps insurance companies innovate and evolve during times of disruption. He is the author of The Future of Insurance Volume 1 and Volume 2, where he highlights how legacy carriers adapted to changing times and how startups responded to different circumstances. Bryan is also an expert in general management, operations, sales & distribution, and business intelligence.

Bryan joins us today to discuss the lessons the pandemic taught him and how his mindset has become adapted to the disruption it brought. He shares some of the key takeaways from The Future of Insurance: From Disruption to Evolution: Volume II: The Startups and describes the difference between the problems that affect legacy carriers and startups. He explains how a well-funded startup isn’t always successful and discusses the complexities of compliance and regulations when it comes to startups. He also shares why companies - big or small - should always strive to build a healthy relationship with their regulators and discusses the lessons he has learned from failure.

"There are complications in being a legacy and being a startup." - Bryan Falchuk

Today on Spot On Insurance:

• How Bryan's life changed before the pandemic and how he adapted
• How the pandemic allowed business to be more efficient
• Why the pandemic made the business side of things have a more human approach
• What's new with the second volume of Bryan's book
• The existential threat a legacy carrier would likely never face
• How businesses can make capital strategies through relationships
• Is it harder to be an incumbent or a startup
• Why some are made for legacies and others for startups
• What is "Diversity of Thinking" and how an organization applies it
• Why a well-funded startup doesn't always lead to success
• What compliance is from a startup perspective
• The role of regulators in the industry and building a good relationship with them
• What Thimble is, what they do, and why they have a close relationship with regulators
• The key lessons Bryan learned from the failures he experienced
• What inspired Bryan to write books and blogs in the first place

Key Takeaways:

• Some insurance businesses are only successful because they were well-invested.
• You all can have a good relationship with a regulator, but it takes a different approach to them.
• You have to build relationships and be straight with people.

Resources Mentioned:

• Thimble Insurance

Connect with Bryan Falchuk:

• Insurance Evolution Partners
• The Future of Insurance
• The Future of Insurance: From Disruption to Evolution: Volume I. The Incumbents
• The Future of Insurance: From Disruption to Evolution: Volume II. The Startups
• 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!

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Sabrina Slater and Tameika Johnson are core members of ILSA, and both have been with us for over 13 years. Sabrina is the Annuals and Corporates Manager responsible for registration submissions with the Secretary of State and Department of Revenue. Sabrina holds a SILA Associate Designation, a certification earned after undergoing professional development courses at the Securities & Insurance Licensing Association. Tameika is the Annuals and Corporates Supervisor and specializes in multistate corporate franchise taxes. Tameika has also garnered awards and honors such as those for Most Litigated Cases Handled and Most Pro Bono Cases Handled. 

Sabrina and Tameika join us today to discuss what happens when your agency license is declared invalid by the state and the steps the agency needs to undergo to have a valid license again. They describe their roles and respåonsibilities at ILSA and how the pandemic shifted their perspective regarding office work. They discuss why agencies need to do their Annuals and Corporates Filings, and the challenges agencies face when applying for a license. They explain why some agencies prefer to get licensed themselves and why they don’t recommend an in-house approach. They also share their thoughts on Zoom meetings, the coronavirus, and how they managed to stay positive during these trying times.

"If you want to do business and you want to be compliant, you’re going to have to do the leg work." - Sabrina Slater

Today on Spot On Insurance:

• Sabrina and Tameika’s responsibilities at ILSA.
• The beginning of the pandemic and when they realized they would have to work from home.
• The struggles of working from home due to lack of equipment.
• Their thoughts when the group started webinars.
• Comparing live webinars and podcast recordings.
• What they learned about themselves when they worked from home.
• Annuals and Corporates Filings and why insurance agencies need them.
• What happens when your agency license is invalid?
• Why agencies struggle to get their licenses validated.
• Tameika's experience working with clients and preparing them for license validation.
• The issues Tameika found when working on withdrawals.
• How non-filing can affect the way your agency conducts business.
• Where agencies can check their licensing status.
• Corporate and LLC conversions in the context of regulatory compliance.
• Why some agencies prefer to take compliance and licensing by themselves.
• How COVID-19 affected their health and the health of their colleagues.

Key Takeaways:

• The only way you're going to get experience in what you're supposed to do is if you're doing it on a regular basis.
• States do a great job at reminding agencies what they should get filed.
• When you change from a corporation to an LLC, there are states where an LLC doesn't have to file taxes and there are states where a corporation does.

Resources Mentioned:

• State Regulators Contact Information

Connect with Sabrina Slater:

• Email:[email protected]
• Phone: (254) 729-6109
• LinkedIn
• SILA

Connect with Tameika Johnson:

• Email:[email protected]
• Phone: (254) 729-6119
• 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!

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Jennifer Morrison is the Project Director for Nova Mutual, an insurance company in Ontario that provides agriculture, auto, commercial/business, and home insurance. As Project Director, Jennifer is responsible for developing and implementing innovative solutions while retaining customer empathy. She is a self-proclaimed property and casualty insurance geek specializing in producing collaborations between technology and business teams. She is also a Professional Agile Leader as certified by Scrum.

Jennifer joins us to discuss what makes the Canadian marketplace unique and why US companies have problems establishing a presence. She shares how the pandemic made her choose a different career path and describes the hardships of helping her kids with their online classes. She explains the role of a business analyst, why Ontario has the term “Gender X,” and why she found insurance as an exciting industry. Jennifer also discusses the differences between US and Canadian rates and regulatory standards.

"In general, the insurance marketplace is behind every other industry." - Jennifer Morrison

Today on Spot On Insurance:

• How Jennifer's career in insurance started.
• The challenges Jennifer faced amidst COVID-19.
• How the pandemic made her switch careers.
• Why she started working for Nova Mutual during the pandemic.
• The struggles of online schooling for children and their parents.
• What it takes to be a fully rounded business analyst.
• What is Gender X and why they decided to use this term in Ontario.
• How gender plays into the premium cost of insurance.
• Why Jennifer found insurance as an interesting industry.
• What is a Professional Agile Leader?
• How a design thinking facilitator builds teams.
• Why being a bilingual country makes it difficult for US companies to penetrate Canada.
• What makes Canada have a unique marketplace?
• The difference between Canadian and US regulatory standards.
• Comparing and contrasting Canadian and US rates.

Key Takeaways:

• If you don't fight claims, you set precedent.
• Canadian rates are heavily regulated by the government.
• Every Canadian province’s insurance system and regulations are completely different

Resources Mentioned:

• Shane Drever Artwork & Illustration

Connect with Jennifer Morrison:

• Nova Mutual
• 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!

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Adi Kaimowitz is the President and CEO of Virtual Actuary, a company that aims to lead the future of work by disrupting the traditional approach to hiring in-house actuaries. They promise to match or exceed quality levels of fixed staff, all the while reducing costs. Adi has over ten years of experience in the actuarial industry, with his previous career as an actuary recruiter. His years of experience allowed him to specialize in marketing, IT, operations, leadership development, and management consulting. Adi has also garnered more than a handful of accolades, including being nominated for Founder of the Year in various business awards in South Africa since 2019.

Adi joins us to discuss how Virtual Actuary represents the future of employment and providing services. He shares his journey to becoming a leader in actuarial sciences and discusses how COVID-19 disrupted the economy and the industry and forced them to adopt new ways to stay in business. Adi describes what the future of work would look like and how the gig economy plays into it. He explains the significance of building credibility, whether as an individual talent or as a startup. He shares the mindset of an industry disruptor and why he calls them “the lone ranger” of the industries they are disrupting. Adi also describes some of the accolades he has received and how his team financially performed in 2020.

"We are moving away from the ‘corporate brand’ world to the ‘you as a brand’ world." - Adi Kaimowitz

Today on Spot On Insurance:

• The struggles and advantages of working virtually.
• What led Adi to pursue a career in actuarial sciences?
• How COVID-19 forced companies to think outside the box. 
• What Adi believes the future of work would look like. 
• Why the industry was slowly transitioning to virtual work before the pandemic.
• Building your credibility factor as an expert in your field.
• The gig economy and how it's changing the future of work.
• How to best embrace the new world of work.
• Consortiums and how they would shape the way workers are paid.
• What's the mindset of an industry disruptor?
• Adi's tips for startups when competing against established firms.
• What it means to establish credibility as a startup.
• Adi's accolades and what he works for to distinguish himself.
• How Adi and his team weathered the economic recession.

Key Takeaways:

• Accolades end when you're so influential that you can make the world a better place.
• Being a startup means it's all about your credibility factor.

Connect with Adi Kaimowitz:

• Virtual Actuary
• LinkedIn
• Twitter
• Facebook

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!

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Laura Adams is a personal finance and business expert, author, speaker, and podcast host. As a finance expert, she specializes in personal finance and small business management, retirement, debt, credit, and money management. She is the author of Money-Smart Solopreneur: A Personal Finance System for Freelancers, Entrepreneurs, and Side-Hustlers, where she talks about riding the wave of solopreneurship using her book as a roadmap. Her most recently published book is Debt-Free Blueprint, a guide on how to rid your life of debt in the right order. Laura is also the host of the Money Girl podcast, a weekly show covering personal finance topics such as debt, insurance, and retirement.

Laura joins us to discuss how people can learn to manage their finances at any age and be debt-free by the time they retire. She shares her passion for entrepreneurship and how it eventually led to becoming an expert in money management. She describes how her podcast got started and what inspired her to start one. She explains why insurance is difficult to buy and why having a lot of money doesn’t translate to financial freedom. Laura also shares what readers can expect from the Debt-Free Blueprint book.

"If you don’t understand money; if you don’t take an interest in it, how can you ever succeed?" - Laura Adams

Today on Spot On Insurance:

• Laura's life in the South and how she found her passion for entrepreneurship.
• Why academic intelligence does not correlate with financial intelligence.
• When Laura started her podcast and why she launched the Money Girl show.
• When Laura realized she can help people understand their money better.
• Why Laura believes people are struggling with money management.
• How parents can help their children learn about personal finance.
• Why insurance is something people have difficulty buying.
• The response Laura received from the people she helped and those who listened to her show.
• How you can make a habit of investing and adopting it as a lifestyle.
• How to determine which debts to go after first.
• The best way to learn and grow your self-confidence in public speaking.

Key Takeaways:

• Insurance is something we all have to buy, but would rather not use.
• Teaching children how to manage their money sets them up for long-term financial success.

Connect with Laura Adams:

• Official Website
• USInsuranceAgents.com
• Laura Adams on Facebook
• Laura Adams on Twitter
• Laura Adams on LinkedIn
• Money Girl Podcast
• Book: Money-Smart Solopreneur: A Personal Finance System for Freelancers, Entrepreneurs, and Side-Hustlers
• Book: Debt-Free Blueprint: How to Get Out of Debt and Build a Financial Life You Love

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!

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Heath Shearon is the self-proclaimed Mayor of Insurance Town and host of the Insurance Town Podcast, a platform where he shares the wisdom he obtained from being part of the industry over the years. He occasionally has guests on his show, especially people he has previously worked with or got to know throughout his career. Heath credits the pandemic for starting his podcast, having seen an opportunity to realize his dream in a time when most business owners were pessimistic. Heath is a second-generation insurance professional with over 15 years of experience in marketing and sales. 

Heath joins us today to discuss where the title “Mayor of Insurance Town” came from and why he’s always wanted to start his own podcast. He shares his love for the insurance industry and how his family has thrived on its success for decades. He explains the significance of building rapport and a vast network of connections as an insurance professional. He describes some of the challenges he experienced while working with his father and the lessons he learned from them. Heath also shares how he has kept an air of optimism during the pandemic.

"Our industry is all about relationships. It all goes back to relationships, no matter what it is." - Heath Shearon

Today on Spot On Insurance:

• How the title "Mayor of Insurance Town" started.
• What the industry as a whole has done for Heath's family.
• Building relationships to compel people to buy insurance.
• The challenges of working with Heath's father in their family business.
• The skills he learned in the corporate world that Heath wouldn't have learned in the family business.
• Why people in high positions shouldn't be treated differently when building rapport.
• The best thing Heath learned from his father.
• Heath's thoughts on having his own podcast and how it changed his life.
• What it's like to have your family's careers revolve around insurance.
• How Heath managed to keep a level head amidst the pandemic.

Key Takeaways:

• Preparation meets opportunity.
• Always leave the industry you work with better than you found it.

Connect with Heath Shearon:

• Insurance Town
• Podcast: Insurance Town
• Email: [email protected]
• Heath Shearon on LinkedIn
• Heath Shearon on Facebook

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!