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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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

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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 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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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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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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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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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  

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