Welcome back to another exciting episode of The Scratch Agency Podcast! In Episode 64, your hosts Shawn and Stephen dive deep into the dynamic world of the scratch agency. Join us for an insightful conversation filled with valuable experiences, strategies, and anecdotes that will inspire and educate entrepreneurs in any industry.

🕒 (1:42) - Agency Rebranding and Name Selection

🕒 (5:38) - Business Name Creation and Personal Branding

🕒 (10:02) - Community Projects and Brand Recognition for a Business

🕒 (15:21) - Doubling Down on Community Networking

🕒 (21:19) - Hosting Quarterly Dinners to Connect Business Professionals

🕒 (26:43) - Podcasting, Automation, and Community Building

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Welcome to Episode 62 of The Scratch Agency Podcast, your go-to source for insights into the ever-evolving world of insurance! In this episode, we sit down with the accomplished Scott Neill, a seasoned professional in the insurance industry, to discuss the journey of growing an insurance agency. Join us for a power-packed conversation filled with valuable lessons, strategies, and personal experiences.

🕒 (0:00) - Introduction.

🕒 (1:14) - Starting an Independent Insurance Agency with Mistakes Learned.

🕒 (8:06) - Starting and Growing an Insurance Agency with a Focus on Tech Stack and Budget Management.

🕒 (13:41) - Insurance Sales Strategies and Technology Use.

🕒 (21:23) - Building a Winning Team and Agency Culture.

🕒 (25:55) - Hiring and Growing a Successful Insurance Agency.

🕒 (31:43) - Buying Into a Company and Personal Growth.

🕒 (39:27) - Entrepreneurship, Agency Growth, and Work-Life Balance.

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Thank you for tuning in!

Welcome back to The Scratch Agency Podcast! In this insightful episode, we sit down with industry expert David Watson to delve into the dynamic world of risk advisory tools and his extensive experiences in the insurance industry. Tune in as we explore key topics and gain valuable insights that can shape the future of insurance agencies.

⏰ (0:00) - Introduction

⏰ (1:27) - Insurance Industry Experience and M&A Activity

⏰ (9:11) - Risk Management Platform for Insurance Agencies

⏰ (13:26) - The Importance of a Centralized Data Management System

⏰ (17:28) - Using Risk Advisor for Agency Growth and Efficiency

⏰ (22:56) - Automating Data Entry for Insurance Leads in Agency Zoom

⏰ (29:21) - Future Plans for a Risk Management Platform

⏰ (34:43) - Risk Management Tools for Insurance Agents

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🚀 Join us on this journey as we unravel the intricate world of risk in the insurance industry and explore the cutting-edge tools that are reshaping the landscape. Whether you're an insurance professional, entrepreneur, or simply curious about the ins and outs of risk management, this episode is packed with valuable insights you won't want to miss!

Welcome to Episode 60 of The Scratch Agency Podcast! where insightful discussions meet the world of business and entrepreneurship! In this special episode, hosts Shawn and Stephen dive deep into their reflections on 2023 and unveil their exciting plans for 2024. Join us for an engaging conversation filled with valuable insights, industry anecdotes, and strategic planning.

⏰ (0:00) - Introduction: Partnering with Onhand VAs for Scratch Agents

⏰ (4:39) - Agency Growth and Planning with Brett Young

⏰ (10:45) - Delegating Tasks and Focusing on Community Growth

⏰ (16:16) - Business Growth Strategies and Self-Reflection

⏰ (20:22) - Delegating Tasks to Free Up Time for Commercial Insurance Focus.

⏰ (24:03) - Maintaining a Remote Work Culture

⏰ (29:39) - Leadership, Communication, and Culture in a Digital Agency

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Instagram: @thescratchagencypodcast

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🔗 For more exclusive content, visit our website: scratchagencypodcast.com

Don't miss out on this enlightening episode that combines professional wisdom with real-world experiences. Hit play and join us on a journey of reflection, growth, and strategic planning for the exciting year ahead!

Welcome to Episode 61 of The Scratch Agency Podcast, where industry experts and seasoned professionals share their insights on the dynamic world of insurance! In this episode, our special guest, Ryan Englund, brings over 25 years of experience in the insurance industry to the table. Join us for a captivating conversation as we delve into the intricacies of insurance agency management, virtual assistants, and the journey of building and selling an insurance agency.

🕒 (0:00) - Introduction.

🕒 (2:08) - Building and Selling an Insurance Agency Over 25 Years.

🕒 (8:10) - Insurance Sales Strategies and Experiences.

🕒 (12:33) - Modernizing Insurance Agency Work Processes.

🕒 (15:42) - Using Video Conferencing for Client Meetings.

🕒 (17:28) - Selling an Insurance Agency and Using Technology to Streamline Processes.

🕒 (24:27) - Building an Insurance Agency with Family Members.

🕒 (28:17) - Life Insurance Sales Strategies and Cross-Selling.

🕒 (35:12) - Building an Independent Insurance Agency with an Experienced Agent.

Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: onhandvas.com

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Instagram: @thescratchagencypodcast⁠

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Thank you for tuning in!

Welcome to Episode 58 of The Scratch Agency Podcast! In this insightful episode, we sit down with the dynamic Brett Young to dive deep into the world of annual planning and goal-setting for insurance agencies.

🕒 (0:03) - Kicking off the episode with a focus on annual planning and goal setting for insurance agencies.

🕒 (3:00) - Exploring the intricacies of goal planning and decision-making.

🕒 (5:51) - Whether you run an agency with partners or as a sole principal, Brett shares valuable insights.

🕒 (9:15) - Setting and achieving goals for personal and business growth.

🕒 (17:37) - Brett emphasizes the importance of transparency and accountability in personal and business goal planning.

🕒 (21:56) - A closer look at goal-setting and personal growth.

🕒 (24:47) - Company goals and the significance of planning for the year.

🕒 (28:16) - Prioritizing business goals and effective financial management.

🕒 (35:19) - Balancing business goals with a focus on owner compensation.

🕒 (37:18) - More on prioritizing business goals and managing finances effectively.

🕒 (41:13) - The crucial elements of defining profit margins and leveraging in a business.

🕒 (46:32) - A detailed discussion on calculating the compound growth rate for agency revenue.

🕒 (50:10)  - Agency revenue and the essential aspects of lead generation.

🕒 (52:36)  - Strategies for agency revenue growth and effective lead generation.

🕒 (55:42)  - Insights into hiring agents for real estate business growth.

🕒 (1:01:48) - Navigating agency growth strategies in a challenging insurance market.

🕒 (1:04:54) - Overcoming market challenges while setting goals and growing an insurance agency.

🕒 (1:09:17) - The trifecta of sales velocity, lead generation, and process optimization.

Listen now and gain valuable perspectives on navigating the complexities of the insurance industry while setting and achieving your business goals!

🔍 (0:00)  - Introduction

🔍 (2:25)  - Entrepreneurship and starting a new business

🔍 (7:54) - Building a team for personal lines insurance

🔍 (10:54) - Hiring for cultural fit and personal fulfillment in a business

🔍 (16:05) - Hiring for sales and account management roles in an agency

🔍 (18:48) - Business growth, hiring, and commercial expansion🔍 (24:24) - Business planning and niche focus in the insurance industry

🔍 (27:29) - Commercial insurance sales and value-added services

🔍 (32:48) - Career transitions and volume in sales

🔍 (35:08) - Commercial insurance sales strategies and challenges

🔍 (40:31) - Personal and commercial insurance with a focus on self-confidence and personal connections

🔍 (43:44) - Using a "chip on the shoulder" for motivation and success

Don't miss out on this engaging conversation that's bound to inspire and educate! Tune in now to gain valuable insights into the world of insurance entrepreneurship.

Welcome back to The Scratch Agency Podcast! In this exciting episode, we sit down with the brilliant entrepreneur Michael Cruz to delve into the world of virtual assistants and the keys to success in starting a virtual assistant company.

🔍 (0:00) - Introduction: Michael Cruz and the journey of starting a virtual assistant company.

🔍 (3:25) - Entrepreneurship, risk-taking, and the broader concept of wealth beyond financial success.

🔍 6:55) - Personal growth, self-awareness, and the pivotal role of virtual assistants.

🔍 (11:16) - Hiring a virtual assistant for an insurance agency: Strategies and benefits.

🔍 (15:57)- Outsourcing tasks to virtual assistants in insurance agencies for efficiency.

🔍 (18:07)- Delegating tasks to non-licensed staff in the insurance industry: Challenges and solutions.

🔍 (20:19) - Using VAs for agency growth and how to avoid common pitfalls.

🔍 (25:47) - Managing virtual assistants for business success: Tips and best practices.

🔍 (28:29) - Hiring virtual employees vs. using virtual assistant companies: Pros and cons.

🔍 (34:09) - Starting a virtual assistant company: Challenges faced and valuable lessons learned.

🔍 (37:03) - Leveraging virtual assistants in an insurance agency for optimal results.

🔍 (43:05) - Delegating tasks and building a team: The blueprint for a successful agency.

🔍 (46:32) - Virtual assistants for digital marketing agencies: Insights and strategies.

Join us as Michael shares his wealth of knowledge and experience, providing invaluable insights into the world of virtual assistants and how they can transform your business. Whether you're an entrepreneur, business owner, or someone curious about the virtual assistant landscape, this episode is a must-listen!

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Instagram: instagram.com/thescratchagencypodcast

Website: scratchagencypodcast.com

Welcome to Episode 55 of The Scratch Agency Podcast, where we bring you insightful conversations with industry leaders and thought-provoking discussions on personal development. In this episode, we're honored to host Donald Shampine, a seasoned expert in the insurance industry, to discuss a wide range of topics that impact both professional and personal aspects of life.