Welcome back to Episode 106 of The Scratch Agency Podcast! In this solo episode, we dive into the journey of growth, lessons learned, and plans for the future. Join me as I reflect on 2024, share insights on building a strong foundation, and discuss goals for 2025. Whether you're focused on scaling your business, embracing challenges, or finding the power of community, this episode is packed with inspiration and actionable takeaways.  

🕒00:00 - Introduction  

🕒02:49 - The importance of processes and realizations for 2024  

🕒06:11 - Building a team and establishing a foundation  

🕒08:48 - Creating a vision and learning from experience  

🕒11:56 - Lesson learned: Embracing the journey  

🕒14:48 - Maintaining momentum and overcoming challenges  

🕒17:59 - Setting goals for 2025: Revenue and team expansion  

🕒20:48 - The power of community and support  

🕒24:00 - Gratitude and looking ahead to 2025  

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Welcome back to Episode 105 of the Scratch Agency Podcast! We sit down with Brad Boldt to dive deep into the world of hiring and onboarding. If you're looking to refine your processes and build a thriving workplace culture, this episode is for you.

🕒(00:00) - Introduction

🕒(01:57) - Discussion on hiring and onboarding process

🕒(03:24) - Importance of creating a structured hiring process

🕒(05:15) - The value of assessing candidates and gathering data

🕒(06:26) - Utilizing team interviews as part of the hiring process

🕒(09:22) - Final interviews and assessing cultural fit

🕒(12:27) - Utilizing assessments and written communication in the hiring process

🕒(16:09) - Paying attention to red flags in the hiring process

🕒(34:25) - Importance of being intentional in creating a positive work culture

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Welcome back to Episode 104 of The Scratch Agency Podcast! In this episode, we sit down with Justin Miller to discuss the essentials of financial management for small businesses. From starting Universal Bookkeeper to diving deep into tax strategies and compliance, Justin shares invaluable insights for small business owners. 

🕒 (00:00) - Introduction

🕒 (01:53) - The Journey of Universal Bookkeeper

🕒 (04:47) - Understanding Financial Management for Small Businesses

🕒 (11:46) - Tax Strategies for Small Business Owners

🕒 (19:00)- The Importance of Compliance and Strategic Planning

🕒 (24:31) - Choosing the Right Accountant for Your Business

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Welcome back to Episode 103 of The Scratch Agency Podcast! In this episode we sit down with Mike Sharp, the owner of Sharp Insurance Agency, to dive into strategies for growth, prospecting, branding, and achieving long-term success. Whether you're an agency owner or someone looking to scale your business, this episode is packed with actionable insights.

🕒 (00:00) – Introduction

🕒 (01:29) – Prospecting Strategies and Growth Goals

🕒 (01:58) – Business Acquisition Opportunities and Valuation

🕒 (02:57) – Importance of Seizing Business Opportunities🕒 (04:50) – Community Involvement Through Ads and Sponsorships

🕒 (06:38) – Setting Weekly Goals for Long-term Success

🕒 (09:50) – Revenue and Premium Goals: Metrics That Matter

🕒 (12:51) – Personalized Branding for Community Recognition

🕒 (19:52) – Building Customer Trust and Accountability

🕒 (24:05) – Balancing Personal Branding and Team Expansion

🕒 (38:19) – Challenges of Team Collaboration vs. Personal Branding

🕒 (39:48) – Acting Like a Larger Entity to Manage Client Expectations

🕒 (40:36) – Self-Belief and Ownership Goals

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Welcome back to Episode 102 of The Scratch Agency Podcast! In this episode, we sit down with Osama Al Haymi to delve into the intricacies of claims management. From understanding the claims process to handling catastrophic losses, Osama shares invaluable insights and practical tips to improve client experiences and outcomes. If you're looking to enhance your claims knowledge, this episode is a must-listen!

 🕒 (00:00) - Introduction.

🕒 (02:47) - Understanding the Claims Process.

🕒 (05:58) - Setting Up the Claims Process.

🕒 (09:02) - Initial Client Interaction During Claims.

🕒 (11:54) - Navigating Complex Claims.

🕒 (14:48) - Handling Catastrophic Losses.

🕒 (17:51 )- The Importance of Human Connection.

🕒 (20:47) - Final Thoughts on Claims Management.

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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. 

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Welcome back to Episode 101 of The Scratch Agency Podcast! In this episode we dive deep with Scott Grates, uncovering the secrets behind building strong client relationships, leveraging referrals, and creating unforgettable client experiences. If you're looking to grow your agency and foster meaningful connections, this episode is packed with actionable insights! 

 🕒(00:00)- Introduction

🕒 (07:12) - The Importance of Mindset and Execution

🕒 (14:10) - Building a Successful Team

🕒 (20:47) - Referral Strategies and Relationship Building

🕒 (23:03) - Creating a Wow Experience for Clients

🕒 (25:54) - The Power of Referrals and Local Support

🕒 (27:35)- The Importance of Data and Detailed Notes

🕒 (29:56) - Building Relationships Through Unique Gestures

🕒 (32:05) - Adapting to Remote Engagement Strategies

🕒 (35:08) - The Journey of Writing a Book on Relationships 🕒 (39:21 )- Leveraging Community Connections for Growth 🕒 (43:11) - The Infinite Referral Advantage

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We're thrilled to celebrate the 100th episode of the Scratch Agency Podcast! In this special milestone episode, we reflect on our journey, express gratitude for our amazing podcast community, and share incredible insights from the Mastermind event that continues to inspire us. Here's what to expect:

🕒 (00:29) - Shawn and Stephen celebrate 100 episodes and thank the podcast community for their support.

🕒 (01:56) - Michael Cruz reflects on the authentic connections and positive impact of the Mastermind event.

🕒 (02:53) - Michael highlights the emotional and educational benefits of learning from others.

🕒 (05:16) - Shoutout to Brad for his outstanding hiring and onboarding processes!

🕒 (06:14) - Mike acknowledges the early support for the podcast and their shared journey.

🕒 (06:39) - Donald Champagne shares his gratitude for the relationships and growth within the industry.

🕒 (08:30) - Stephen discusses the power of collaboration and shared knowledge in the mastermind. 

 🕒 (09:59) - Andrew appreciates the supportive and like-minded community of industry professionals.

🕒 (11:57) - Brad emphasizes the motivation and accountability fostered by sharing goals.

🕒 (13:23) - Brad admires the professionalism and commitment of the group.

🕒 (20:02) - Taylor Garcia shares gratitude for mentorship and the value of being coachable.

🕒 (25:57) - Tamron Manning reflects on the vulnerability required for growth and learning.

🕒 (34:41) - Shawn encourages listeners to start their own

Mastermind groups to build support systems and strong industry relationships. Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: virtualintell.com

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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 back to Episode 99 of The Scratch Agency Podcast! In this episode, we sit down with Erik Garcia to explore his journey in the insurance industry and gain valuable insights into building and growing a successful agency. Whether you're just starting or looking to scale, Erik shares lessons learned and strategies that can help you overcome common hurdles and thrive in the business.

🕒 (00:00) - Introduction

🕒 (03:06)- Eric Garcia’s Journey in Insurance

🕒 (05:53) - The Importance of Relationships in Business

🕒 (09:09) - Investing in Mentorship and Coaching

🕒 (12:01) - Understanding Agency Owner Compensation

🕒 (14:54) - Building a Strong Agency Culture

🕒 (17:51 )- Navigating Early Challenges as a Scratch Agency🕒 (21:05) - Strategies for Agency Growth and Sustainability🕒 (23:57) - Lessons Learned and Future Aspirations

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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!