Trusted Advisor Podcasts by The Iroquois Group

Charlie Venus, leader of our Middle Market and Specialty program, talks with Brendan Nohelty from XS Brokers. Brendan is the Division Leader for their Property Brokerage Unit. With years of experience in the Habitational marketplace, Brendan helps us understand what is happening to the market currently. With increasing rates across the board and less and less admitted carriers playing in this space, it is important to keep a handle on what is driving this experience. This episode is great for all of the independent insurance agents who are shouldered with the responsibility of relaying the rate increases and tightening terms to their customers.

What’s the difference between customer service and customer experience and why is that difference critical to the success of your business? Speaker and author Joey Coleman explains the difference and outlines the eight stages of a customer's journey and where and how you can lose a new customer within the first 100 days. Don't miss this very informative conclusion to Charlie’s discussion with Joey Coleman.

Joey Coleman is an award-winning speaker who is an expert on customer retention and The First 100 Days®️ of a customer's life. In part one of this episode Joey and Charlie talk about how to make a remarkable customer experience. After they cover that, Joey regals us with a personal story that has shaped his ideals in this space. The two also touch on what it costs to lose a customer. Overall, this episode wraps up with asking insurance agents to look in a unique spot to gain a customer…the ones you recently lost. Join us to learn more.

Taylor Rosenberg joins us from inside The Iroquois Group's Home Office. Taylor is the Company Experience Coordinator. If you aren't sure what that job title entails or are wondering how your agency can embody this role this is a great episode for you. We cover the differences between Customer Service and Customer Experience as well as how this role benefits each part of the equation at Iroquois.

In this episode of The Trusted Advisor, Todd Whiteman form Enscoe Long Insurance shares with us why targeting niche markets has been profitable for his agency. Enscoe Long is a proud Iroquois Member and attributes some of their niche industry success to the access Iroquois has provided to specialized carriers. With great relationships come great referrals and a profitable business model.

In our second podcast with Michael Strakhov, head of Insurance Lending at Live Oak Bank, we talk about Small Business Loans: who they work for, why now is a great time to borrow, and what to expect when working with Live Oak Bank. Tune in to hear from the bank that is the largest SBA lender to independent insurance agencies in America.

Join Beyond Insurance’s Chief Experience Officer Matt O'Neill and podcast host Edwin Morris as they review "How to Prospect on LinkedIn for Insurance Agents." Recently, The Iroquois Group sponsored a course through Beyond Insurance called Savvy Social Selling, the highlight of which was focused on independent insurance agencies using LinkedIn to their advantage. During this episode Matt touches on why agents should be using the platform, the best way to spruce up a LinkedIn profile and how to effectively fill your prospect pipeline online. Don't miss this opportunity to connect with someone who will always be on the independent agencies team.

Go behind the scenes of The Trusted Advisor Podcast for some tips and tricks on how to start your own podcast show. Kelsey and Edwin speak about what a podcast is, how to create an episode, and why you would want to have a podcast as an independent insurance agency. This episode should get your wheels turning and give you a great jumping off point to start your own podcast. Don't forget, if you have any questions please feel free to reach out to us.

Are you ready to learn about force majeure and more? We have the same host and guest as last week but are bringing you a different perspective. Charlie Venus and Tim Hughes review how managing the contracts and liability around leases can be similar to a construction site. While on this topic, they seamlessly transition into pandemic related risks and how the concept of force majeure will find its place in pandemic related claims.

In this episode of Charlie's Corner, Iroquois’ Charlie Venus speaks to good friend and litigation attorney Tim Hughes. Tim has been in construction and real estate law for many years now and has represented all sides in creating and understanding the contracts that drive that business. Charlie and Tim cover the difference between hold harmless and indemnity provisions and how to understand the scope of both. Most importantly they remind us how complicated this industry can be and to always read your contracts.