Trusted Advisor Podcasts by The Iroquois Group

Iroquois member John Abrams has turned his passion for classic cars into a niche that has driven his independent insurance agency. Two-time winner of Hagerty’s Top Gear Agent award, Abrams loves what he does every day and the clients who share his passion. If John’s customers learn to trust him with their toys, he knows they will trust him with their other insurance as well.

We have an agency spotlight this week on the podcast. Laura Rey Iannarelli, owner of Rey Insurance, joins us to share her perspective running an agency started by her dad in 1978. Since taking over in 2008, Laura has increased the agency by 700%. Tune in to hear some of the ways she has found to connect with customers and generate referrals which she says is the engine behind her growth.

In Part 2 of our discussion with keynote speaker and marketing guru Marcus Sheridan, Marcus shares how he developed assignment selling and other inbound marketing strategies as a way of saving his River Pools & Spa business. There are many take away tools in this episode that an insurance agency can implement for a higher close rate.

Keynote speaker, author, and content marketing expert, Marcus Sheridan joins us for a two-part podcast as he discusses how the internet changed the buying process and how we must approach selling to consumers differently.

Deciding whether or not to join a professional organization can be daunting, especially as a "green" person in the insurance industry. Ed Chadwick, who has been in the insurance industry for less than 10 years is on the podcast this week to share how groups like PIA and YIP can change the game for young insurance professionals. In an industry where connections are "key" being a part of a larger community is priceless.

Obtaining loss runs for a prospective new commercial account without tipping off the incumbent agent can be a real challenge. One way to simplify the process is to work with All Things Insurance. Matt Doman, CEO of ATIN, provides simple solutions to commercial loss run procurement. Instead of wasting time as an insurance producer waiting in phone hold lines or being bounced around from one department to the next for the information you need, outsource it. This episode highlights all of the ways that a service like ATIN can become a personal concierge for an independent insurance agency.

TotalCSR started out as a training platform for small, independent insurance agencies but has evolved over the past few years into something much more than that. With the changes that 2020 brought, CEO Jordan Goodman wanted to give his customers more. Now, an Employee Management Platform, TotalCSR has a HAT(S) for every occasion. The new acronym HATS encompasses all that the platform has to offer. Find help with hiring, assessments, training and supporting an independent agency through TotalCSR.

In our third and final episode devoted to Specialty Lines, Charlie and his guest, Jackie LaRock of RT Specialty, have discussed the impact of Covid and other market conditions on Cyber Liability, Public and Private D&O and lastly, Employment Practices Liability. All three lines have seen increases in rates and retention, combined in many cases with a lowering of limits, and more of this business has moved to the non-admitted, E&S space. In this ever-hardening market, it is important for agents to understand the underlying impacts on these Specialty Lines and to educate and prepare their clients for them.

Part 2 is here! If you missed the first episode in this mini-series be sure to go back and listen as Charlie Venus explores 3 key Specialty Lines with Jackie LaRock, Executive VP at RT Specialty. In this episode, Jackie discusses the ongoing hardening of the market for D&O, especially for public D&O. Jackie explains the three components of a D&O policy and how COVID-19 and other factors have affected the marketplace.

You won’t want to miss this three-part episode of Charlie’s Corner as he and his guest, RT Specialty’s EVP, Jackie LaRock, discuss the impact of Covid-19 on Cyber Liability, Public & Private D&O, and Employment Liability coverages. Join us this week to start with the topic of Cyber Liability.