By The Scratch Agency Podcast
5
1717 ratings
The podcast currently has 98 episodes available.
Welcome to Episode 98 of The Scratch Agency Podcast! Stephen and Shawn welcome Sergey Pantileev from DriveEd, an innovative platform that's changing the game for onboarding, training, and scaling in the insurance industry. Whether you're looking for tools to streamline your processes or tips on staying ahead of automation trends, this episode has something for you!
🕒 (00:00) – Introduction
🕒 (00:29) – Use of DriveEd: Shawn discusses DriveEd's role in onboarding and training.
🕒 (01:24) – Background of DriveEd: Sergey shares the origins of DriveEd.
🕒 (05:15) – Education Platform Target Audience: Sergey explains who DriveEd is for.
🕒 (06:13) – Benefits of DriveEd: Shawn highlights benefits for insurance agents.
🕒 (17:56) – Ease of Use of DriveEd: Sergey discusses DriveEd’s user-friendly setup.
🕒 (21:58) – Automation Trends: Sergey dives into industry automation trends and scaling.
🕒 (26:36) – Documentation Processes: The team discusses the importance of documentation.
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Welcome to Episode 97 of The Scratch Agency Podcast. In this episode, we dive into the art of creating memorable client experiences with the team at T5! Discover how small, thoughtful gestures can lead to big results in client satisfaction and agency growth.
🕒 (00:00) - Introduction
🕒 (00:30) - Daily tasks and agency growth
🕒 (01:25) - Handling a customer’s car fire claim
🕒 (01:55) - The importance of promptly introducing clients to adjusters
🕒 (06:30)- Customized card strategy for client gifting
🕒 (10:10) - Streamlining the gifting process with virtual assistance
🕒 (12:06) - Integrating technology for efficient gifting
🕒 (14:26) - Creating personalized cards for special occasions
🕒 (15:39) - Setting up group picture cards for events
🕒 (17:36) - Using gifting techniques to build relationships and stand out from competitors
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Thank you for tuning into The Scratch Agency Podcast. Remember to like, share, and subscribe for more valuable insights. Own your future and keep pushing forward. See you next time!
Welcome to Episode 96 of The Scratch Agency Podcast. Join Stephen Turnbull and Shawn Fitzgerald as they sit down with Jeff White, Social Media Manager at Hawksoft, to dive deep into the world of social media strategies for insurance agents. In this episode, Jeff shares his journey, the evolution of Hawksoft's approach to social media, and invaluable tips to boost your online presence.
🕒 (00:00) - Introduction
🕒 (01:49) - Jeff's background and experience in social media
🕒 (02:47) - How Hawksoft's social media strategy evolved
🕒 (04:42) - Common mistakes insurance agents make on social media
🕒 (07:31) - The importance of consistency in your social media content
🕒 (22:50) - Tips for successful social media engagement
🕒 (29:03) - Being vulnerable and relatable in your content
🕒 (33:57) - The value of long-term social media strategies
🕒 (40:38) - Starting small and experimenting with different content types
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Thank you for tuning into The Scratch Agency Podcast. Remember to like, share, and subscribe for more valuable insights. Own your future and keep pushing forward. See you next time!
Welcome to Episode 95 of The Scratch Agency Podcast. In this episode, Shawn Fitzgerald and Stephen Turnbull dive into the essential art of delegation. Learn how auditing your time and energy can help you focus on high-value tasks while leveraging your team for maximum impact. Whether you're looking to grow your leadership skills or improve operational efficiency, this conversation is packed with actionable insights.
🕒 (00:00) - Introduction
🕒 (02:29) - The importance of auditing your time and energy
🕒 (04:51) - Categorizing tasks based on energy drain and value
🕒 (07:15) - How to create a delegation playbook using video tutorials
🕒 (08:42) - Filling your freed-up time with leadership development and revenue-producing tasks
🕒 (12:22) - Preparing for delegation of mid to high-level tasks
🕒 (15:38) - The challenges of letting go and the importance of delegation
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Explore their expert Virtual Employees services now at: virtualintell.com
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Thank you for tuning into The Scratch Agency Podcast. Remember to like, share, and subscribe for more valuable insights. Own your future and keep pushing forward. See you next time!
Welcome back to Episode 94 of The Scratch Agency Podcast! Today, we dive into the value of mastermind groups, sharing insights on building a circle of like-minded individuals and the immense benefits of collective growth. Tune in as we explore the keys to a successful mastermind, my personal takeaways, and how you can start building your own trusted group.
🕒 (00:00) - Introduction
🕒 (01:54) - Excitement about upcoming mastermind meeting
🕒 (02:23) - Importance of creating a circle of like-minded individuals
🕒 (04:19) - Benefits of being part of a mastermind group
🕒 (06:15) - Experience and diversity in the mastermind group
🕒 (07:42) - Highlights of consistent and valuable mastermind meetings
🕒 (09:31) - Personal takeaways from the mastermind experience
🕒 (12:45) - Encouragement to start small and build a trusted circle
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Thank you for tuning into The Scratch Agency Podcast. Own your future and keep pushing forward. See you next time!
Welcome back to Episode 93 of The Scratch Agency Podcast! In this episode, your hosts sit down with Lars Kristiansen, the VP of Business Development at KEL Insurance Services, to uncover his journey and insights on thriving in the hospitality insurance niche.
Lars shares his experiences transitioning from New York City to joining his mom's insurance agency, integrating digital marketing strategies, and overcoming the challenges of introducing new ideas to an established agency. If you're interested in sales, marketing, or growing an insurance agency within a specific niche, this episode is packed with valuable tips and actionable strategies!
🕒 (00:00) - Introduction
🕒 (01:54) - Transition from NYC to joining his mom's insurance agency
🕒 (02:52) - Lars' passion for the hospitality industry
🕒 (03:20) - Incorporating digital marketing strategies into the insurance business
🕒 (05:44) - Challenges faced when introducing new ideas to an established agency
🕒 (06:41) - The importance of showing progress and results when implementing changes
🕒 (09:58) - Prospecting methods and focus on the hospitality industry
🕒 (10:55) - Prospecting strategies: email marketing, cold calling, and networking
🕒 (18:36) - Importance of carrier access in the hospitality niche
🕒 (20:52) - Leveraging technology such as website forms for prospecting
🕒 (22:18) - Impact of COVID-19 on the hospitality insurance sector
🕒 (26:10) - Balancing agency growth with maintaining quality service
🕒 (28:08) - Common challenges and coverages discussed during nightclub proposals
🕒 (30:01) - Addressing exclusions like firearms and subcontractor limitations in policies
Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor.
Explore their expert Virtual Employees services now at: virtualintell.com
📌 Connect with us on social media:
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🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Thank you for tuning into The Scratch Agency Podcast. Own your future and keep pushing forward. See you next time!
Welcome to Episode 92 of The Scratch Agency Podcast! hosted by Stephen Turnbull and Shawn Fitzgerald! In this episode, we sit down with Chris Langile, the owner of Advisory Evolve, to dive into the world of AI and its growing influence on the insurance industry.
🕒 (00:00) - Introduction.
🕒 (00:55) - Chris Langile shares his thoughts on ChatGPT, AI, and their impact on insurance.
🕒 (02:18)- A deep dive into the beta launch of ChatGPT by OpenAI and its potential to disrupt the search engine market.
🕒 (04:40) - The competition heats up—how will this affect search results and publishers?
🕒 (06:32) - Practical advice on carefully implementing AI tools in your agency’s workflow.
🕒 (27:03) - The importance of focusing on solutions that truly solve problems, not just the latest tech trends.
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Thank you for tuning into The Scratch Agency Podcast. Own your future and keep pushing forward. See you next time!
Welcome back to Episode 91 of The Scratch Agency Podcast! This week, your hosts Stephen Turnbull, founder of T5 Insurance Services, and Shawn Fitzgerald, founder of Sound Harbor Insurance, sit down with Michael Weaver, the brilliant mind behind Weaver Sales Academy and co-host of *The Insurance Buzz* podcast.
Join us as we dive deep into Michael's journey from launching a scratch insurance agency with limited resources to becoming a leading voice in sales training and coaching.
🕒 (00:00) - Introduction.
🕒 (01:57) - Michael's background and journey in the insurance industry
🕒 (04:52) - Starting a scratch agency with limited resources and lead generation strategies
🕒 (07:25) - Prioritizing successful conversations over call volume
🕒 (09:46) - Early steps in building the agency, team building, and growth goals
🕒 (14:20) - Developing a daily training regimen for the sales team
🕒 (21:19) - Advice on hiring: Prioritizing sales hires to drive growth
🕒 (29:49) - Transitioning from agency owner to sales coach and trainer
🕒 (36:25)- Key pain points for insurance agents and solutions
🕒 (42:03)- Introduction to Weaver Sales Academy and upcoming book release
Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor.
Explore their expert Virtual Employees services now at: virtualintell.com
📌 Connect with us on social media:
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🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Thank you for tuning into The Scratch Agency Podcast. Own your future and keep pushing forward. See you next time!
Welcome back to Episode 90 of The Scratch Agency Podcast! In this episode, we sit down with Sean Goral to dive deep into his journey in the insurance industry. Sean shares invaluable insights on building processes, focusing on commercial business, and setting a vision for agency growth. If you're looking for expert advice on scaling your insurance agency, this episode is a must-listen!
🕒 (00:00) - Introduction to the Podcast
🕒 (01:26) - Sean Goral's Journey in the Insurance Industry
🕒 (04:49) - Focus on Commercial Business
🕒 (11:43) - Building Processes and Team
🕒 (22:53) - Agency Growth and Vision
🕒 (26:23) - Advice on Hiring Process
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Explore their expert Virtual Employees services now at: virtualintell.com
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Thank you for tuning into The Scratch Agency Podcast. Own your future and keep pushing forward. See you next time!
Welcome back to Episode 89 of The Scratch Agency Podcast, hosted by Stephen Turnbull and Shawn Fitzgerald! In this episode, we sit down with Kevin Andrade, the owner of Spark Tax Services LLC, to dive into the world of business rebranding and the journey of building a successful company from the ground up.
🕒 (00:00) - Introduction.
🕒 (00:55) - Introduction of Kevin, the owner of Spark Tax Services, LLC.
🕒 (01:54) - Kevin's background and journey of starting his business.
🕒 (19:28)- Importance of having a team of advisors for business success.
🕒 (26:42) - Factors to Consider Before Hiring an Employee.
🕒 (35:59) - Tips for retirement planning, focusing on funding a Roth account.
Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor.
Explore their expert Virtual Employees services now at: virtualintell.com
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Thank you for tuning into The Scratch Agency Podcast. Own your future and keep pushing forward. See you next time!
The podcast currently has 98 episodes available.
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