Peter MacDonald, Co-founder & CEO at Wunderite, joined the show today to discuss the 4/3/5 method and how to utilize it as an advisor to your clients. But what exactly is the 4/3/5 method? With markets rising and the thought of recession lingering, being a proactive advisor is as crucial as ever. How can you bring value and gain trust? Find out today! About Wunderite: We are insurance agents and business owners at our roots. Some of us have been in insurance over a decade. We are all on a mi...
Sep 07, 2022•43 min•Season 2Ep. 27
Andrew Atkinson, Business Insurance Professional from INSURICA Southwest, joined the show today to discuss the best ways to provide value to your clients, prospects, and your team. Andrew brings a thorough and practical understanding of commercial insurance, with a specialization in Workers’ Compensation. He works with clients to help them improve their Experience Modifier (E-Mod) rating, lower their total cost of risk, and win contracts at the bidding table. Becoming a successful advisor is not...
Sep 01, 2022•41 min•Season 2Ep. 26
Lisa Brodersen, aka Lisa the Loan Lady with Guild Mortgage, joined the show today to discuss building the right team to enhance your client's experience. Having a cohesive team will also allow your business to flourish and grow. Once your team is established, you can begin to provide quality education that will build a foundation of trust and longevity. Enjoy the episode! More About Lisa: Lisa is a licensed residential mortgage originator in Nebraska and Iowa. Her passion for serving other comes...
Aug 24, 2022•37 min•Season 2Ep. 25
Chris Senkbile, VP at UNICO and Founder at Ferro, joined the podcast to discuss empowering risk advisors and clients with technology. What tech stack might work best for you and your agency? How can you decide when to utilize technology in your sales process? It's an exciting time to be a risk advisor. Tune in to today's episode to gain some insight from one of the best in the industry! About UNICO: UNICO Group is a client-focused insurance and financial services provider headquartered in Lincol...
Aug 17, 2022•44 min•Season 2Ep. 24
Kylie Hubbard, Director of Data and Lead Resources at INSURICA, joined the show today to shine a bright light on the world of insurtech and the many advantages it has for your business. As an independent agency or broker, it's imperative to utilize advancements in technology to provide the best quality of service to your clients and prospects. You won't want to miss this episode! About INSURICA: Placing over $1 billion in annual premiums for our clients, INSURICA is among the 40 largest insuranc...
Aug 10, 2022•43 min•Season 2Ep. 23
Dan Allison and Jeff Herdzina stopped by the show today to discuss enhancing your value proposition as an advisor. Dan is the President of Brokers Clearing House and Jeff is the President of ExitBig. Thus, their insight on growing via relationships and knowledge is vast. If your goal is to become a better advisor to your clients, look no further than this episode! About Brokers Clearing House: Brokers Clearing House is the premier Brokerage General Agency in the Midwest. As a trusted advisor wor...
Aug 03, 2022•44 min•Season 2Ep. 22
Welcome to GPP After Hours, where Elliot and Ryan meet at the bar to revisit episodes of Getting Past the Premium and provide their top takeaways that can help your business thrive. Tonight, they looked back at S2E16 featuring Chris Beall. Check out the full episode here: YouTube: https://youtu.be/pvxmOFKdq0c Podcast: https://www.buzzsprout.com/1509511/10765144?t=0 Trust is the most important aspect of building a relationship. How do we gain trust in the first 7 seconds during a conversation? Fi...
Jul 27, 2022•7 min•Season 2Ep. 21
Peter MacDonald, Co-founder & CEO at Wunderite, joined the show today to discuss his time as an insurance agent and how that led him to create software to help others like him become successful. Over the years, he has learned tips, tricks and methods that have helped him become a trusted advisor to his clients. He took that knowledge and used it to begin automating insurance applications for independent agents and their clients. Take some of Peter's success stories and utilize them in your o...
Jul 13, 2022•47 min•Season 2Ep. 20
Welcome to GPP After Hours, where Elliot and Ryan meet at the bar to revisit episodes of Getting Past the Premium and provide their top takeaways that can help your business thrive. Tonight, they looked back at S2E17 featuring Andy Mathisen. Check out the full episode here: https://www.buzzsprout.com/1509511/10798023?t=0 How can we get more referrals from COIs? Learn more about our sponsor, LAUNCH. https://getlaunch.io/ This episode is sponsored by LAUNCH. In the world of insurance, independent ...
Jul 06, 2022•8 min•Season 2Ep. 19
Todd Thams, Founder of Mod Advisor, Direct Work Comp and President of Thams Agency, joined the show today to talk through the innovation and development of Mod Advisor. As a trusted advisor, it's our job to be the hero for our clients. Most businesses are overpaying for workers compensation and the data that is used to calculate their premium is consistently wrong. If we're able to identify the problems our clients face every day, and provide valuable solutions, the rest is simple! Enjoy today's...
Jun 22, 2022•32 min•Season 2Ep. 18
Andy Mathisen, CMO & Co-Founder at GloveBox, joined the show today to discuss tech and all things innovation in the insurance industry. Your clients may be tired of the same old process when it comes to buying and managing their insurance. Being an innovative advisor is paramount in the industry today. Andy has shown that thinking outside the (glove)box is vital in the growth of any advisor. Enjoy the episode! About Andy & GloveBox: Along with his brother, Andy was fully ingrained in the...
Jun 15, 2022•38 min•Season 2Ep. 17
Chris Beall, CEO at ConnectAndSell, joined the show today to discuss simplifying sales and building trust with clients. Chris has been participating in software start-ups as a founder or at a very early stage for most of the past 30 years. His focus has consistently been on creating and taking to market simple products that can be used successfully the first time they are touched, without taking a course or reading a manual. His belief is that the most powerful part of any software system is the...
Jun 09, 2022•40 min•Season 2Ep. 16
Ryan Deeds, Product Owner at Ennabl, joined the show today to discuss utilizing data to make decisions and "ennabl" your business. The goal of Ennabl is to free up time for insurance brokers to focus on sourcing, advising and managing clients by enhancing prospect & client data and presenting it for action. How can you use data in your business to grow and cultivate a memorable client experience? Find out on today's episode. About Ennabl: After nearly three decades in the Insurance industry ...
May 04, 2022•40 min•Season 2Ep. 15
Bryan Carlson, CEO at ARYSE, and Erin Dutter, Director of Government Partnerships at ARYSE, joined the podcast today to discuss their journey of client discovery. One of their goals as a company, in partnership with Disruptive Athletic Technologies, is to build a team of individuals that are truly passionate about growing alongside their clients. Their new product, the IFAST, was a direct result of taking their clients' pain points and finding a new, innovative, industry leading solution that he...
Apr 27, 2022•37 min•Season 2Ep. 14
Ric Stoakes, Executive Vice President and Partner at UNICO, joined the show today to discuss finding solutions for his clients based on their needs. His thoughts on building quality relationships stem from his time growing with UNICO. Solving problems has always been at the base of that growth. So how can we solve problems for our clients and grow exponentially year after year? Find out on today's episode! About UNICO: UNICO Group is a client-focused insurance broker headquartered in Lincoln, Ne...
Apr 20, 2022•40 min•Season 2Ep. 13
Ryne Bessmer, Growth Coordinator at Strada Healthcare, joined the show today to discuss being innovative within the healthcare space. Today, most doctor appointments last less than 10 minutes. Providers must complete extensive, timely paperwork for each visit. It’s all very complicated and limiting. Ryne is focused on growing Strada through his advisory process. Enjoy the episode! About Strada Healthcare: Strada Healthcare is one of the largest providers of Direct Primary Care in the Midwest. Di...
Apr 13, 2022•44 min•Season 2Ep. 12
Drew Yancey, President of InCite Performance Group, joined the show today to discuss his experience connecting with clients. Drew has found success helping leaders work on their businesses so they thrive in it. He leverages extensive strategy consulting and executive leadership experience across multiple industries to guide clients to solve challenging problems at the nexus of risk, strategy, and innovation. That all starts with his proactive approach to connections. About InCite Performance Gro...
Mar 30, 2022•42 min•Season 2Ep. 11
It's a simple concept, right? A positive attitude goes a long way. Bradley Flowers, Founder of Portal Insurance and Co-Host of The Insurance Guys Podcast, joined us today to talk about his role as a leader and how he has found success using the aforementioned concept. He has expanded his talents over the years, developing not only as a leader in the insurance industry, but also in media and podcasting. About Portal Insurance & Bradley Flowers: Bradley is the founder of Portal Insurance based...
Mar 23, 2022•49 min•Season 2Ep. 10
Brandi Goldapp, Owner of A View Venues, joined the show today to talk about something very unique in any industry - creating unforgettable client experiences. As Owner of A View Venues, one of the unique facets of her role is being able to discuss with clients what they're envisioning and how they can achieve it. This episode will dive into creating those experiences; whether it be for weddings, corporate events or designing a client experience in your industry! About A View Venues: Since the op...
Mar 02, 2022•34 min•Season 2Ep. 8
Ashley Englund, Tax Director at Lutz, joined the show today to discuss her role as a CPA and how that translates to becoming a trusted advisor to her clients. Ashley provided some interesting takes on relationship building and utilizing client feedback to ask the right questions. What can make you stand out as an advisor in your industry? Find out in today's episode! About Lutz: Our mission is to ease your mind and invigorate your success through accounting and business solutions. Since our foun...
Feb 23, 2022•32 min•Season 2Ep. 7
Welcome to GPP After Hours, where Elliot and Ryan meet at the bar to revisit episodes of Getting Past the Premium and provide their top takeaways that can help your business thrive. Tonight, they looked back at S2E2 featuring Lisa Brodersen ( Click Here for Lisa's Episode ) where she discussed retaining clients by using personalized touches. Her methods of personalization have allowed her to build relationships that last and gain referrals from current clients. Grab a drink and enjoy our new ser...
Feb 16, 2022•9 min•Season 2Ep. 6
Jen Chaney, Vice President of Franchise Development at Right at Home, LLC, stopped by today for a fun, unique episode surrounding business development and risk management in franchising. At Right at Home, Jen's passion for navigating what comes next for seniors and adults with disabilities shines through her work. Her experience in business development provides a new perspective on risk management and how it extends across many industries. We also got a unique perspective due to her franchising ...
Feb 02, 2022•39 min•Season 2Ep. 5
Deda Myhre, Managing Broker & Realtor at Nebraska Realty, joined the show today to give some valuable insight on providing high-quality education as a manager and advisor. She has utilized education throughout her career to build trust and help provide amazing homes to her clients. Her philosophies regarding real estate and advisory services have developed over the years because of her dedication to building lasting relationships with her clients and ensuring they know exactly what they are ...
Jan 26, 2022•39 min•Season 2Ep. 4
Chris Senkbile, VP at UNICO and Founder at Ferro, joined the podcast to discuss his adventure into insurtech and what that means for insurance solutions. His experience as VP of UNICO led him to his passion for helping people every day, thus leading him to Project Ferro! Find out what Project Ferro is and how Chris is personally doing his part to bring value to every client he interacts with. About UNICO: UNICO Group is a client-focused insurance and financial services provider headquartered in ...
Jan 19, 2022•41 min•Season 2Ep. 3
Lisa Brodersen, aka Lisa the Loan Lady with Guild Mortgage, stopped by the podcast to give her insight on providing a unique client experience in order to receive referrals. Her personalized touch allows her to leave a lasting impact on clients and provide them with the highest quality advisory service. Enjoy today's episode! More About Lisa: Lisa is a licensed residential mortgage originator in Nebraska and Iowa. Her passion for serving other comes from a background in the Military. She joined ...
Jan 12, 2022•33 min•Season 2Ep. 2
Brian Reilly, President of DP Management, brought an interesting perspective on being a leader within his company while also advising clients to make the best decisions for their business. His time as President of DP Management has given him experience working with different types of people, thriving businesses, and new clients. Brian has worked all across the United States, giving him extended knowledge that is valuable to business owners. He doubles as an advisor to his clients, helping them b...
Jan 05, 2022•48 min•Season 2Ep. 1
Danie Senske, a CPA from Bland & Associates, P.C., stopped by to discuss her fresh perspective on being an advisor in an industry that is historically based on processes and procedures. She officially joined Bland as an Associate in January 2012, a position she held until promoted to a Senior Accountant in 2014. In just one year, she was promoted to Supervisor then Manager and now serves as a Tax Director, focusing on partnership, corporate and individual taxation with a heavy concentration ...
Dec 01, 2021•40 min•Season 1Ep. 28
Ryan Hanley, Founder & President of Rogue Risk, joined the podcast to discuss redefining risk management and delivering value to clients with every interaction. Ryan has used his public speaking experience to grow his personal brand and business. He has been featured in Business Insider, The Business Journal, Content Marketing Institute, Social Media Examiner and more. How can we step out of our comfort zone in order to grow our business? Learn from one of the best in the industry on today's...
Nov 17, 2021•52 min•Season 1Ep. 27
How can you grow your business like Amazon? Steve Anderson is back on today's episode to discuss his best-selling book -- "The Bezos Letters: 14 Principles to Grow Your Business Like Amazon." How can you and your business grow and become more successful than you ever imagined? Find out as Elliot and Ryan have an in-depth discussion with Steve regarding the strategies and principles it takes to break through any barrier standing in your way. About The Bezos Letters: The Bezos Letters lays out the...
Nov 10, 2021•36 min•Season 1Ep. 26
Steve Anderson is the International Best-Selling Author of "The Bezos Letters" and the Co-Founder & CEO at Catalyit. Today, the discussion centered around the power technology has to change an industry. Implementing this technology can be a daunting task, but there are resources out there to help you and your business achieve your goals! The number of ways independent insurance agencies can leverage tech to increase profit and serve customers is nearly unlimited. But time, know-how, and fear...
Nov 03, 2021•28 min•Season 1Ep. 25
