Carol Cole of XS Brokers thought she was applying only for the open marketing rep role at XS Brokers. However, after a brief mention of their social media page in her interview she quickly became the point person for all of XS Brokers social media landing pages. Carol’s social media journey will resonate with just about anyone. With no formal training but an eye for what is interesting Carol has gained a loyal follower base for her company.

If your agency has been looking for a way to get more out of the data you collect, look no further. Raution Jaiswal, Founder of InsuredMine joins the Trusted Advisor this week and fills us in on how data can drive business. From gaining insight on customer relations to seeing where opportunities lie in your current book of business, Raution shows us how you can use data to build your business.

Do you stay with what you know or entertain new options? Susan Sellberg, president of a six-location insurance agency, describes their company’s experience changing to a new agency management system, a move she describes as “jumping into the unknown.”  On this episode of the Trusted Advisor Podcast, we hear how she navigates the challenges involved in taking this big step. Listen in if you are looking for advice as you head “into the unknown”!

Navigating middle markets can be as confusing as defining the term "middle market" which can vary by agency, carrier, and region. Lucky for you, Charlie Venus joins us on this week's episode of the Trusted Advisor podcast to discuss keys to achieving success in this area. Listen in to hear how specificity can make a world of difference in capturing those middle market sales!

Michael Strakhov, from Live Oak Bank, joins us on the podcast with a comprehensive list for both sellers and buyers to think about before an acquisition. From tips like, “not all revenue is created equally” to “don’t wake up Monday and plan to sell on Tuesday,” Mike’s episode is full of actionable takeaways.

As our dependence on technology increases, so does the risk of data exposure to hackers. Mike Hendrix, president of Both, Branch & Hendrix Agency in New York state, began his work on the frontier of technology protection 12 years ago. On this episode of the Trusted Advisor Podcast, he provides insight into the exposure of personal data and how you can protect your valuable information. Listen in to this episode if you are looking to put your technology fears to rest!

COVID-19 is having an unprecedented, and still evolving, impact on agency E&O claims. Chris Burand, E&O author and Certified Business Appraiser, provides some astonishing numbers and suggests some simple, but structured, ways to prevent E&O claims in the future.

Have you ever been curious about what a day in the life of an Iroquois Regional Manager looks like? Kurt Keller is here to share with us why he loves working in this industry. Kurt understands and shares the same outlook that independent agency owners have: an entrepreneurial spirit and a passion for their jobs.

Maryellen May of Door3 Coaching and Training takes us on a journey. In this episode, we head to the land of Oz where Maryellen relates Dorothy’s experience to the buyer’s journey in these chaotic times. Along the way, she gives us insights about the importance of the producer’s emotional state in the sales conversation and tips on how to boost your confidence. If you want to master selling in the aftermath of a figurative tornado, this podcast is for you.

This pandemic has flipped many things upside down, but one constant is that carrier marketing representatives are still there for your agency. The meetings may not be held at your favorite diner anymore, but that doesn’t mean the relationships can’t flourish. Marketing Rep Diana Fulton from The Hanover tells us that her job of supporting agencies in any way she can has not changed, but her methods for doing that have! Hear how Diana is building strong connections with her agencies even though she can’t visit them in person and steal some ideas for remotely building your relationships with customers!