What is robotic process automation and how can you use RPA to eliminate repetitive tasks at your agency? Bharath Bangalore, founder at Blue Ocean Strategic Partners, is focused on helping the insurance industry save time, money and unnecessary headaches. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Blue Ocean Strategic Partners: https://blueoceansp.ai/ LAUNCH: https://getlaunch.i...
Aug 02, 2023•39 min•Season 3Ep. 17
Our industry is not short on ideas. But implementation is a completely different mindset. Larry Linne, CEO of InCite Performance Group, joins us this week to talk about how to properly execute your strategy as an insurance agent. Execution requires discipline, and partial execution leads to partial results. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ InCite Performance Group: ht...
Jul 12, 2023•36 min•Season 3Ep. 16
Process – it's the key cog in your revenue engine. Kylie Hubbard, Director of Innovation at INSURICA, joins the show to discuss how strong processes are the foundation of everything – your tech stack, your service team, and even your client engagement. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ INSURICA: https://insurica.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: https:...
Jul 05, 2023•42 min•Season 3Ep. 15
On this episode, Joe McIlhon, founder and CEO of Insurate, joins us to discuss the insurance tech industry and how risk advisory firms are shifting to a new way of thinking. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Insurate: https://www.insurate.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/ Ryan Brott: https:/...
Jun 21, 2023•43 min•Season 3Ep. 14
We bring together Brett Young and Elliot Bassett on a crossover episode of the GPP and Be Extraordinary shows. We dive into how to be INSPIRING in your business, get people to follow you and CRUSH your goals. This was a fun one. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Erb and Young: https://www.erbandyounginsurance.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: https://w...
Jun 14, 2023•49 min•Season 3Ep. 13
The pandemic changed everything when it comes to marketing and lead generation and the genie is not going back in the bottle. Join us as we talk to Andy Neary with Complete Game Consulting about what you can do to stand out to your prospect and get more opportunities in the door. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Complete Game Consulting: https://andyneary.com/complete...
Jun 07, 2023•36 min•Season 3Ep. 12
Ellerbrock-Norris CEO Andy Bassett joins Elliot for a discussion on ChatGPT, AI, and the state of the insurance marketplace. How can firms implement AI at their firms? Will it replace client relationships – or enhance them? We dive into these questions and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/...
May 31, 2023•40 min•Season 3Ep. 11
Everyone has been talking about how AI and ChatGPT are going to take all of our jobs. Is that true? How can you use these tools to stay ahead of the game and your competition? We get tactical on many of the ways we see this tech impacting our industry and how you can use it to become more efficient, more productive, and provide more value to your clients! Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.eller...
May 17, 2023•32 min•Season 3Ep. 10
How are you building your Agency's Tech Stack? Chris Senkbile with Project Ferro lives in the Insurtech space and gives us some great insight into how to consider building your Tech Stack and some great options to consider! Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Project Ferro: https://www.projectferro.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.c...
May 03, 2023•39 min•Season 3Ep. 9
Too many Agency Owners are building an Insurance AGENCY and not building a BUSINESS. Brett Young and Erb and Young are bucking that trend and building a Personal Development company that just happens to sell insurance. We have a fantastic conversation about what they are doing to Build a Business. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Erb and Young: https://www.erbandyoung...
Apr 26, 2023•45 min•Season 3Ep. 8
Make things EASY on your clients! Chris Peabody and Ascend are rethinking payments and making it EASY on your clients to make their payments. We go deep on the best ways to create efficiency with Insurtech and how to implement and evaluate new systems you are looking to implement. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Ascend: https://www.useascend.com/ LAUNCH: https://getl...
Apr 19, 2023•31 min•Season 3Ep. 7
Let's face it... tech is taking over! But sometimes, a face-to-face meeting is what it takes to truly set you apart from your competition. Michael Bodack, President of York International, joined us today to talk about his sales process and how an in-person meeting can be the determining factor for clients. Learn some of Michael's tips for a successful client relationship and the strategies York has implemented over the years. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.eller...
Feb 08, 2023•45 min•Season 3Ep. 6
David Clausen, CEO at Coastal Insurance Solutions, joined the Optimal Tech Stack Series today to discuss how he established his company's digital footprint and how it's helped them grow. How can you drive the right digital traffic to your website? David has some great tips on content creation, agency management software and more in today's episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Coast...
Feb 01, 2023•45 min•Season 3Ep. 5
Welcome to our new Optimal Tech Stack Series! We're excited to talk with some of the most forward-thinking people in the industry and get their insight on all things technology. Today, we welcomed back Ryan Deeds, who is at the forefront of insurance technology with his company, Ennabl. Ryan is passionate about technology and uses it to help empower advisors just like you. What problems are you currently facing in your business? Have you evaluated options for adding pieces to your tech stack in ...
Jan 25, 2023•48 min•Season 3Ep. 4
Stephen Turnbull, President of T5 Insurance Services, joined the show today to discuss how he took the leap and started T5 from scratch. Building his new client base has been a combination of relationship building, marketing, and quality service. T5's mission is to Understand, Educate, and Protect. Stephen gives us some insight into that process and what his first year in business brought him. Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategie...
Jan 18, 2023•41 min•Season 3Ep. 3
What is ChatGPT? OpenAI has trained a model called ChatGPT which interacts in a conversational way. The dialogue format makes it possible for ChatGPT to answer followup questions, admit its mistakes, challenge incorrect premises, and reject inappropriate requests. ChatGPT is a sibling model to InstructGPT, which is trained to follow an instruction in a prompt and provide a detailed response. This is a powerful tool that you and your team can use to maximize your time. Happy chatting! Episode Lin...
Jan 11, 2023•47 min•Season 3Ep. 2
Josh Gurley, Insurance Agency Owner at HM Advisors, joined the Sales Process Series today to talk through changing the way you view your sales process. Being an advisor is not simply knowing insurance. It's a deeper understanding of your client and the risk associated with their business. At the end of the day, what separates one advisor from another, is their ability to proactively service their clients, and their knowledge of the insurance industry, risk management, products, and different sit...
Jan 04, 2023•57 min•Season 3Ep. 1
Dawnyel Smink, President of Canyon Lands Insurance/CLI Select Agencies, joined the Sales Process Series to discuss becoming a trusted advisor with your clients. Becoming a trusted advisor means being a true extension of your client’s team. When they have a problem that needs a solution, you are the first person to come to mind. Dawnyel challenges her clients to focus on what matters most—how to protect their families, their businesses and their assets from the unexpected. As a former elementary ...
Dec 27, 2022•43 min•Season 2Ep. 40
Andrew Atkinson, Business Insurance Professional from INSURICA Southwest, joined the Sales Process Series to discuss how he differentiates himself from others in the industry. Andrew uses unique marketing strategies, seminars, knowledge of the insurance industry, and his outgoing personality to truly connect with his clients. Enjoy the episode! Link to Andrews previous episode: https://www.buzzsprout.com/1509511/11242986?t=0 Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ El...
Dec 21, 2022•48 min•Season 2Ep. 39
James Jenkins, Founder & CEO at RiskWell & Host at the Agency Freedom Podcast, joined the Sales Process Series to talk through attracting and retaining the right clients. During his sales process, James discovers all the cool things his clients do to ensure their partnership is built on a solid foundation. One of James' core beliefs is that a solid risk management and insurance program is the foundation of every strong business and every financially successful family. Enjoy the episode! ...
Dec 14, 2022•44 min•Season 2Ep. 38
Mick Hunt, Chief Executive Officer at Premier Strategy Box, joined GPP today to talk analytics and strategies to grow your revenue like never before. For Mick, revolutionizing his company's processes was as much about effective KPIs and top-tier RevOps processes as it was about technical know-how. Learn some of Mick's strategies in today's episode! More about Premier Strategy Box: Premier Strategy Box is a RevOps and SalesOps-focused consulting firm committed to supercharging your company's reve...
Dec 08, 2022•39 min•Season 2Ep. 37
Ciara Gravier, Founder & CEO of The Bunker Insurance & Risk Management, joined the Sales Process Series to talk through her brand and how she got to this point in her career. In order to stand out in today's internet culture, Ciara gets creative with her branding and incorporates it into her sales process. Bunker Your Risk and tune in to hear some of Ciara's creative strategies. Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: http...
Nov 30, 2022•47 min•Season 2Ep. 36
Meg McKeen, Founder & Consultant at Adjunct Advisors, LLC, and Host of the Bound & Determined podcast, joined the show today! As the principal consultant at Adjunct Advisors, LLC, Meg helps individuals and organizations to know, communicate, and honor their value. Her goal with Adjunct Advisors is to do more to support the individuals that choose a career in the insurance industry. At the intersection of personal and professional development, insurance salespeople may struggle to define ...
Nov 23, 2022•41 min•Season 2Ep. 35
Welcome to our brand new Sales Process Series, where we interview top producers in the insurance industry and give you strategies to more than DOUBLE your new business revenue! Today, we welcome Casey Schrader, Risk Management Advisor at Oswald Companies. Along with a structured framework, Casey provides education and tools that help his clients succeed. Tune in for his strategies and more! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: ...
Nov 16, 2022•41 min•Season 2Ep. 34
Jelani Fenton, Founder & CEO at Safari , joined the show to discuss building the next generation of talented Insurance Advisors and mentoring young folks who are eager to start their journey. His company, Safari , is on a mission to create career and economic advancement opportunities for a diverse pool of job seekers and to develop a high-performing, diverse workforce for the insurance industry. Learn some tips to attract and retain quality people from one of the best in the industry and en...
Nov 02, 2022•31 min•Season 2Ep. 33
InsurTech is a booming industry that is rapidly growing and helping Risk Advisors accelerate into the future. John Jackovin, Executive Director at BrokerTech Ventures, joined the show to talk all things insurtech. John has worked tirelessly to bend the innovation curve and bring value to Advisors all over the country. As he says, "I like building things that a lot of people think about, but most people don't act upon." Enjoy the episode! About BrokerTech Ventures: Our BrokerTech Ventures Acceler...
Oct 26, 2022•40 min•Season 2Ep. 32
Automating your data is the way of the future. Jamie Peers, VP of Business Development and Partnerships at Synatic, joined the show from Johannesburg, South Africa to talk about unleashing the potential of your business by leveraging and examining data. Grow your business with data and learn from one of the best in today's episode! About Synatic: Synatic seeks to help drive innovation and enhance your system integration and automation experience with our Nimble, Simple and Powerful Hybrid Integr...
Oct 19, 2022•36 min•Season 2Ep. 31
We're excited to have Kylie Hubbard back on the show! Kylie is the Director of Data and Lead Resources at INSURICA, where she dives into all things technology and insurance. Leveraging tech and data is a perfect way to grow in your role, and ensure you are at the top of your game when working alongside businesses to help them succeed. This philosophy coincides with building your culture within your organization. Without that culture, growth isn't possible. Enjoy the episode! Episode Links: Eller...
Oct 12, 2022•41 min•Season 2Ep. 30
Dean Hildebrandt, President at Assurex Global, joined GPP today to share his knowledge on building unique relationships and using data to effectively drive success. As a Risk Advisor, it's imperative to go into each day with an entrepreneurial mindset. Being bold, innovative and strategic can help you become more than just an insurance salesperson. The goal is to remain independent and be a true Risk Advisor to your clients. About Assurex: Founded in 1954, Assurex Global is an exclusive Partners...
Sep 28, 2022•46 min•Season 2Ep. 29
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 S2E26 featuring Andrew Atkinson. Check out the full episode here: https://www.buzzsprout.com/1509511/11242986?t=0 YouTube: https://youtu.be/uL6A72Wp1Nw Andrew has found success building his personal brand within the work comp space. How can you do the same within your niche? Find out toda...
Sep 14, 2022•14 min•Season 2Ep. 28
