Trusted Advisor Podcasts by The Iroquois Group

Owner and Founder of Forge3, Jeff Teschke, sits down with The Iroquois Trusted Advisor to talk about how important good websites are for independent agencies. Jeff and his team have built an insurance agency website platform that attracts leads and simplifies customer services for independent insurance agencies of all shapes and sizes. Learn how teaming up with an expert can help your agency harness the power of the web to build your business and educate and engage your customers.

This episode comes to you from the Trusted Advisor Vault. Recorded before the world crashed into a pandemic, Ken Bull gives us a look into the daily life of an Iroquois Regional Manager. Join us as Ken shares his secrets for creating great long-term relationships between our Carriers and our Members.

If you need an extra boost of energy in your office, to say nothing of an accountability partner, listen in to this week’s podcast. Sheldon Snodgrass, owner of SteadySales.com joins the Trusted Advisor to share his five-piece, accountability toolkit for any growth journey. We cover how to avoid analysis paralysis as well as how to manage accountability for personal and professional goals alike.

Charlie Venus is joined by CNA’s Senior VP and COO of Middle Market and by their Senior VP of Customer Segments as they continue their two-part conversation. Last week, we discussed how CNA defines and manages Middle Market business as well as how the Middle Market has been affected by the pandemic. In part 2 this week, we learn about the critical role reinsurance plays in underwriting decisions and how COVID-19 has impacted the reinsurance market.

On this episode of Charlie’s Corner, Charlie explores CNA’s successes in Middle Market with its two key leaders, Julie Stephenson and Dieter Korte. Listen in as they discuss how CNA approaches Middle Market risks, and learn more about rate and profitability trends, the impact of COVID-19, the role of reinsurance and much more.

The Trusted Advisor is speaking to one of our very own Regional Managers this week. Cameron Cardinal joins us from down the Mississippi River, in Louisiana to be exact. Back in 2016, The Iroquois Group had 0 members in the state, and we are now growing 37 healthy and long-term member relationships. Join us to learn how we went from zero to $50 Million in 4 years.

Charlie Venus is joined by Bob Rusbuldt, President and CEO of The Big I. Together they cover everything from the impact of COVID-19 on the insurance industry, to agency’s digital transformation, to how to get new talent into your independent agency. You won’t want to miss Bob’s year in review.

Iroquois’ in-house counsel Janine Fodor is back in the studio with the Trusted Advisor Podcast to review the main differences between a covenant not to compete and a non-piracy clause, and outline the reasons one may be more enforceable. She will also discuss the importance of understanding what contracts a potential new employee might have in place.

Charlie Venus joins the Trusted Advisor once more as a guest before taking on a hosting role. If as an agent, you have been struggling to explain the increase in liability costs to your clients this episode will help guide a constructive conversation. Charlies suggests you lead with examples and think about educating the clients first and foremost.

Everyone loves to be paid, and it’s even better when it is the right amount. Insurance agencies don’t always have an accountant on staff but it’s critical to place this task in the right hands. Virginia Bates is this week’s guest and she joins us with years of agency experience. Listen in as she educates us about common, but serious, mistakes agencies can make in their accounting.