Galen Hair interviews seasoned attorney and friend, Lauren Checki. The topic is the role of emotional intelligence and vulnerability in the legal setting. Lauren emphasizes the power of human connection and empathy, drawing from her personal experiences where displays of authentic emotions led to better outcomes in mediations. She encourages other attorneys to incorporate empathy and compassion in their service and to be willing to take risks for better client outcomes. Reflecting on her early d...
Nov 08, 2023•29 min•Ep. 48
Mike Fellman, president of Envision Roofing, shares his career journey in the roofing industry on the Level Up Claims Podcast. Starting in his family's roofing business, he has held numerous roles and gathered vital industry insights before creating his own company. Envision Roofing shines due to its four special divisions and culture that values employees' well-being. The company emphasizes comprehensive customer education, transparency, and satisfaction, proving successful in a competitive mar...
Nov 01, 2023•30 min•Ep. 47
TJ McCormack talks about his role as community manager at Roofr, a tech solution for the roofing industry, in this episode of the Level Up Claims podcast. He discusses his successful social media strategy, which involves open discussions about mental health, including his own struggles with PTSD, anxiety and panic disorders. TJ also talks about his work with Euroshield rubber roofing, a product made from 95% recycled commercial tires, highlighting how it can help businesses conserve money and pr...
Oct 25, 2023•34 min•Ep. 46
Galen Hair interviews Jason Manten, an attorney with Insurance Claim HQ, who shares his insights on the insurance claims process based on his experiences on both sides of the defense and plaintiff spectrum. Manten previously worked in-house for insurance companies, which gives him a unique understanding of their delay tactics. Who’s the Guest? Jason Manten began his career in construction defect litigation, focusing on defending developers, product manufactures, general contractors, design profe...
Oct 18, 2023•31 min•Ep. 45
Galen Hair interviews veteran appraiser George Keys. George discusses concerns about a growing trend of insurance carriers directly instructing appraisers. He highlights the importance of appraisers maintaining independence and objectivity in their evaluations. The conversation also touches on the need for attorneys to be transparent and independent in their interactions with appraisers and clients. Who’s the Guest? George W. Keys, SPPA is the President of Keys Claims Consultants, LLC. Mr. Keys ...
Oct 11, 2023•29 min•Ep. 44
Galen Hair talks with Lynette Young, co-founder of Claim Wizard, who discusses her transition from New Jersey to Texas, and how her business, originally aimed at building custom software for public adjusting firms, developed into Claim Wizard. The platform assists various-sized businesses to streamline their procedures and remains affordable and ethical. In the interview, Lynette emphasizes the importance of continuous learning and the necessary balance between the art and science of public adju...
Oct 04, 2023•39 min•Ep. 43
Galen Hair talks with lawyer Trent Moss, originally getting into law from medicine, who illustrates his path and shares critical advice from his legal career that surged after Hurricane Isaac. He points out the major issues in the legal industry, such as overburdening with cases, which primarily stem from business concerns rather than legal ones. Encouraging listeners to select their lawyers wisely, Moss shares key skills that make a good legal professional. These skills include understanding po...
Sep 27, 2023•33 min•Ep. 42
Galen Hair talks with Aleksa Aleksic, a roofing industry marketing consultant, who discusses marketing strategies for roofers. Aleksa highlights the importance of a strong social media presence and brand and criticizes the use of non-exclusive leads in favor of those with higher conversion rates and underscores the importance of community involvement and successful handling of online reviews. Who’s the Guest? Aleksa Aleksic is a seasoned marketing consultant with a specialized focus on the roofi...
Sep 20, 2023•39 min•Ep. 41
Galen Hair talks with psychologist Dr. Robert Kegan about the process of 'immunity to change' and how limiting beliefs hinder meaningful transformation. Kegan uses the example of unsuccessful dieting to underline the importance of shifting mindsets, not just behaviors. He illustrates common leadership issues in initiating change, like arrogance or insecurity, and how these can lead to employee attrition. He advises that those who persist through uncomfortable personal growth phases will ultimate...
Sep 13, 2023•35 min•Ep. 40
Galen Hair talks with Derik Kline about weather changes and storm chasing. Derik clarifies that hurricanes aren't increasing despite common perception, and their likelihood this year is lower due to Pacific Ocean shift conditions. Kline's Hail Trace Company provides hail maps to prevent unnecessary insurance claims by showing potential hail damage locations. Who’s the Guest? Derik Kline joined the KOCO 5 First Alert Storm Chasing Team in April of 2020. He has over 20 years chasing experience, in...
Sep 06, 2023•32 min•Ep. 39
Galen Hair talks with Justin Seymour, Business Intelligence Manager for Avicado Construction Technology Services, discussing innovations within the business and construction sectors. Justin highlighted advancements in computer vision that assist in monitoring construction projects and detecting defects. He emphasized the importance of intercommunication between different technologies, recommending Microsoft's Power BI, SharePoint, and Power Automate as effective data tracking systems. Justin als...
Aug 30, 2023•31 min•Ep. 38
Galen Hair talks with Amparo Sancen who discusses her entrepreneurial journey to developing an educational initiative, 'Latinos en Roofing.' Delegating her contracting business to three trusted personnel, she began focusing on her community-outreach initiative. Her advice to fellow entrepreneurs is to trust their team and themselves and to not fear having someone more competent in their business. Who’s the Guest? Amparo Sancen worked as a medical assistant for years after moving to the U.S. and ...
Aug 23, 2023•32 min•Ep. 37
Galen Hair talks with Daniel Robosky who shares his journey from the army to leading a successful insurance claims business, Coastal Claims. He emphasizes the importance of adapting military-style organization and evaluation at his firm, encouraging growth among employees, and maintaining ethical business practices. He mentions the increasing trend of mediation in settling claims, stressing the need for businesses to adapt to industry changes. Daniel also underscores the necessity of proper plan...
Aug 16, 2023•45 min•Ep. 36
Galen Hair talks with Thomas Valera who discusses his successful business approach. Having started his career in sales and later moving to a ladder-assist company, he established his own roofing firm in 2017.He also shares insights on navigating difficult insurance carriers, stressing honesty and transparency with homeowners, checking contractors' certifications, and building relationships with insurance agents. This strategy leads to agent referrals, aiding business growth and avoiding unnecess...
Aug 09, 2023•29 min•Ep. 35
Galen Hair and Cheryl Cran, discussed the future of work, recruitment challenges, and leadership strategies. The conversation emphasized the need for businesses to align with technological advances such as AI and face recruitment challenges head-on by fostering a culture of growth, teamwork, and reward. They highlighted the importance of communication and explored the idea of adopting a 'start-up' approach, such as considering freelancers or contract work. They also discussed ways to augment emp...
Aug 02, 2023•38 min•Ep. 34
In this podcast episode, Galen Hair and Jay Baer highlight the power of exceptional customer service as an effective marketing tool. They propose that delivering unexpected value to clients often inspires word-of-mouth promotion. However, Jay states that many businesses prioritize growth over customer retention and view customer service as a cost rather than an investment. He believes that rewarding customer retention just like customer acquisition could radically alter the business landscape. T...
Jul 26, 2023•39 min•Ep. 33
This podcast episode features an interview with Joey Coleman, an expert on employee and customer retention. Together with Galen, Joey explores strategies to enhance the employee experience and mirrors this to the customer's journey. An eight-phase model is discussed, which emphasizes treating employees remarkably, leading them to offer exceptional customer service. The episode announces Joey Coleman as a speaker at the Level Up Claims Summit in 2024 and emphasizes the importance of growth and li...
Jul 19, 2023•46 min•Ep. 32
In this podcast episode, Patrick Combs, an inspirational speaker and author, takes us through his journey from motivational speaking to comedy and the role of failure in his success. He shares his professional experiences with hotel chains and stresses the need for mindfulness to boost job performance. He also further recounts a significant life episode where he helped deliver a baby, highlighting the importance of compassion and humanity. Who’s the Guest? Patrick has shared his stories and stra...
Jul 12, 2023•35 min•Ep. 31
Galen interviews James Jackson who’s the director of business development at TSA Group and highlights the vital role of communication, ethics, patience, continuous learning and self-improvement in business development. They talk about the need for expertise that may challenge one’s perspective and specialized legal representation. James offers advice for young entrepreneurs, emphasizing the importance of cultivating enduring relationships through consistency, reliability, and effective communica...
Jul 05, 2023•29 min•Ep. 30
Galen interviews Cody Russell about his journey in the roofing industry, starting with Texas Roof Support and eventually merging with Lifetime Quality Roofing. They stress the importance of open communication and aligning visions during mergers. The conversation also delves into the future of the industry, focusing on retail models and education for contractors. They discuss the challenges faced in Florida's construction industry due to laws and policies, specifically surrounding labor availabil...
Jun 28, 2023•27 min•Ep. 29
Galen interviews Adam Bensman who discusses his journey from a massage therapist to a successful roofing sales trainer. He emphasized the importance of continuous improvement and investing in salespeople's development. His Roofing Sales Success Formula has greatly enhanced sales performance for roofing companies globally, focusing on setting income goals, providing marketing materials, and promoting authentic sales techniques. Highlights Adam discusses how he had to struggle and learn in the ear...
Jun 21, 2023•36 min•Ep. 28
Galen interviews Randy Brothers, founder of Elite Roofing, he shares his experiences in managing rapid growth and highlights the importance of having the right people in the correct roles, tracking data, and using strong financial systems. Brothers also discusses his book, which aims to help contractors navigate challenges in the industry. Key insights from the interview emphasize understanding the various roofing business processes, ensuring customer satisfaction for growth through referrals, a...
Jun 14, 2023•38 min•Ep. 27
Galen interviews Chris Courville, CEO of Interior Environmental Consulting (IEC). They discuss the importance of promptly addressing mold and water damage to minimize health risks and the growth of IEC. Chris highlights the significance of maintaining high industry standards, proper testing, certifications, and having a well-trained team for insurance claims. He believes that ethical business practices and effective communication are crucial for success in the industry. Highlights Chris explains...
Jun 07, 2023•35 min•Ep. 26
In this podcast episode, Galen Hair introduces the Level Up Claims Summit, an event focused on providing education, resources, and networking opportunities for professionals in the property casualty industry. The summit aims to cover important aspects like claims handling, business growth, and ethical scaling, featuring expert speakers discussing topics such as appraisal, documentation, and ethically scaling businesses. Scheduled for June 9th at the Orpheum Theatre in New Orleans, the event offe...
May 31, 2023•22 min•Ep. 25
In this podcast episode, Tammy Brannan, founder of the Blueprint Process, discusses the significance of recognizing one's purpose and individuality in shaping businesses and work-life. The Blueprint Process assists professionals in identifying their purpose, leading to more effective work and better results. Tammy introduces the "Peanut Butter and Jelly Triangle" concept, enabling professionals to balance what they do, who they are, their relatable stories, and the emotional uplift they provide ...
May 24, 2023•36 min•Ep. 24
Galen interviews entrepreneur John Michael Morgan about mindset, overcoming self-doubt, and the importance of daily routines. They emphasize the significance of effective morning routines, including positive content consumption, physical activity, and meditation or journaling to set the tone for the day. They also discuss the impact of company culture on productivity and the crucial role of each team member in representing the brand. Who’s The Guest? John Michael Morgan is a seasoned entrepreneu...
May 17, 2023•32 min•Ep. 23
Throughout the episode, various guests share their thoughts on what it means to level up. Some of these insights include embracing a constant effort to grow, learning from new experiences, redefining success, listening to one's intuition, consistently improving oneself, and taking care of all areas of one's life. Highlights The importance of preparation, performance, and learning from experiences in leveling up The need for continuous growth, learning, and trying new experiences Definition of su...
May 10, 2023•21 min•Ep. 22
Galen and Greg Murphy, a construction expert in the healthcare sector, discuss the challenges and solutions in the property casualty law industry, focusing on reducing the carbon footprint of buildings, mental health issues, and collaboration. They talk about the importance of having a strong team, cultivating a positive culture, and supporting mental health in the construction industry. Murphy shares his experience in environmental projects and emphasizes the importance of communication and col...
May 03, 2023•30 min•Ep. 21
In this episode, Galen interviews Elizabeth Calzadilla, president of Business 411, who shares her journey from being a high school dropout to a successful entrepreneur in the roofing industry. Elizabeth emphasizes the importance of working with good people, having brand confidence, and maintaining a positive mindset. She explains that her company, Business 411, focuses on making education accessible and helping small businesses grow through branding, marketing, and development services. Elizabet...
Apr 26, 2023•36 min•Ep. 20
In this episode, Galen and Tyler Slade of Slade Roofing discuss challenges in the property casualty insurance industry, including insurance fraud and customer service. Slade Roofing emphasizes clear communication and exceptional customer service to minimize misunderstandings and fraud. The major challenges faced in the industry involve hiring qualified employees and maintaining open communication between contractors, agents, and clients. The episode underscores the importance of integrity, trans...
Apr 19, 2023•29 min•Ep. 19
