In this episode, Bradley and Scott sit down with Lisa Loundsbury, the president of the Big I New Work and a co-founder of Catalyit . ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com...
Jan 31, 2024•50 min•Season 1Ep. 308
In this episode with Bradley and Scott, Bradley takes us through the process of the agency he just acquired, how he found it, what he learned, what he would do differently, and what went wrong. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the...
Jan 24, 2024•45 min•Season 1Ep. 307
In this episode, Bradley and Scott discuss the upcoming Hawksoft User Group Conference with Amelia Jach and Brent Thurman. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com/insurance...
Jan 17, 2024•34 min•Season 1Ep. 306
In this episode, Bradley and Scott sit down with Alan and Drew Kinney with Kinney Insurance. The guys discuss the Kinney's transition from a small-town agency to a big agency. Enjoy the show! ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the f...
Jan 10, 2024•1 hr 17 min•Season 1Ep. 305
Bradley and Scott sit down with Chris May from LTN Insurance in this episode. The guys discuss taking investors in your insurance agency, why it’s a good or not so good idea, and some alternatives. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in...
Jan 03, 2024•1 hr•Season 1Ep. 304
Bradley and Scott go solo and deep into end-of-the-year issues, thoughts, and conspiracies in this special episode of The Insurance Guys Podcast! ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to...
Dec 27, 2023•45 min•Season 1Ep. 303
In this episode, Bradley and Scott sit down with Maverick Pitchford from Bison Ridge Insurance; Maverick tells the story of starting his agency and shares the principles that got him to where he is today. Enjoy the show! ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment...
Dec 20, 2023•1 hr 2 min•Season 1Ep. 302
In this episode, Bradley and Scott sit down with IGP staple and friend David Carothers, who updates us on what he has going on, shares his experiences in the industry and how he has navigated challenges and maintained his success. He also talks with the Guys about what it takes to have a "real producer" and create an effective sales team. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and...
Dec 13, 2023•56 min•Season 1Ep. 301
In this episode, Bradley and Scott sit down with Matthew Layson from Calrose Insurance. Matthew talks about coming into the agency and maximizing his new presence on TikTok. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact...
Dec 06, 2023•49 min•Season 1Ep. 300
On this episode, Scott and Bradley talk with guest, "Mr. #KeepHustling" Aaron Gordon , discussing topics such as their experiences in the insurance industry, dealing with difficult situations, and the importance of maintaining strong client relationships. The conversation also delves into Aaron's newly released Keep Hustling Podcast, which will share business and life stories of perseverance and success, encouraging others to push through challenges. The Guys emphasize the theme of doing well by...
Nov 29, 2023•54 min•Season 1Ep. 299
In this episode, Bradley and Scott sit down with Cyrus Jaffrey from CJ Insurance. Cyrus shares his story of transitioning from humble beginnings to building the successful agency he has today. He provides tactical and inspirational tips to help other entrepreneurs grow their business. Tune in to gain valuable insights on how to make your mark in the insurance industry. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System...
Nov 15, 2023•54 min•Season 1Ep. 298
In this episode, Bradley and Scott sit down with Scott Cox for an in-depth consulting session where the guys help him with his agency. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.c...
Nov 08, 2023•1 hr 12 min•Season 1Ep. 297
In this episode, Bradley and Scott sit down with Liri Halperin Segal , CEO of meetleo.com , to discuss how LeO can help agents transition from personal to commercial lines. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact ...
Nov 01, 2023•35 min•Season 1Ep. 296
In this podcast transcript, Scott Howell and Bradley Flowers introduce the Insurance Guys podcast and their guests, Cale Merrill and Russell Wright, co-founders of United Risk Agency. Cale and Russell share their experiences in the insurance business and discuss how they started their agency in 2019. They also share a story about their first piece of business involving an Agency of Record (AOR) situation. The dynamic and light-hearted nature of the podcast is evident throughout, providing an enj...
Oct 25, 2023•53 min•Season 1Ep. 295
On the LIVE episode, Scott and Bradley talk with Randy Crane , COO of The AC Premier Insurance Network . Randy is an accomplished insurance specialist with over 20 years of experience. He works for the AC Companies and RanCran Group LP, serving clients across Texas, Ohio, and Georgia. His personalized approach to client service, passion for exceeding expectations, and dedication to empowering clients have earned him accolades and recognition as a top national producer. Randy is a devoted husband...
Oct 18, 2023•39 min•Season 1Ep. 294
On this episode, Scott Howell and Bradley Flowers talk with their guest, Wessly J. Anderson , who has achieved success as the President and founder of Insure Tech Utah and the co-founder and President of Agency VA . Wessly discusses his focus on intentional time with loved ones and using virtual assistants to delegate tasks. He also talks about his decision to live in Puerto Rico, which offers favorable opportunities and benefits. Wessly's ultimate goal is to make Agency VA the leading virtual a...
Oct 11, 2023•56 min•Season 1Ep. 293
On this episode, Bradley and Scott talk with Greg Scealf of The Knoxville Insurance Group in Knoxville, TN. Greg started his own local internet show called "LIVE From KIG" focusing on Tennessee Volunteers sports and his local community. Greg Scealf is the digital mayor of his city, and he will tell you why he started the show and how it helps his business and brand. ///////////// SPONSORS: HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. I...
Oct 04, 2023•52 min•Season 1Ep. 292
In this episode, Scott Howell and Bradley Flowers talk with Andrew Correll to discuss the relationship between insurance underwriters and marketing reps, stressing the importance of clear communication and collaboration. They discuss the significance of strong relationships with underwriters and the opportunities within the cyber insurance market. Next, they introduce a system for monitoring security breaches and discuss data security measures. In summary, this episode covers the complexities of...
Sep 27, 2023•58 min•Season 1Ep. 291
In this episode, Bradley and Scott sit down with Michael and Courtney Weaver from Weaver Sales Academy . They talk about their time at State Farm, their current endeavors, and how agents can sell more insurance using the quote 3 method. Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot, and focus your efforts on success. How to get your 20% OFF 1. Go to...
Sep 20, 2023•1 hr 9 min•Season 1Ep. 290
In this episode, Bradley and Scott Sit down with Matthew Queen to discuss captive programs, how to create them, and how Matthew thinks the US government incorrectly taxes them. Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identify your sweet spot and focus your efforts on success. How to get your 20% OFF 1. Go to MeetLeo.com to book a demo 2. Enter The Insurance Guys, or I...
Sep 13, 2023•1 hr 2 min•Season 1Ep. 289
In this episode Bradley and Scott sit down with Haley Thams from Plimsoll Media. The guys and Haley talk about content creation and marketing for insurance agents that doesn't suck and works. Get 1 FREE Video >>> Any agent thats listening to this can get 1 free 60 second video edited by going to plimsollmedia.com Meet LeO and IGP Listeners Get 20% OFF >>> LeO is your personal AI sales assistant and sales growth tool for insurance agents. LeO helps you drive new business, identi...
Sep 06, 2023•56 min•Season 1Ep. 288
In this episode of the Insurance Guys Podcast, Scott Howell and Bradley Flowers are joined by guest Adam Bowe, Co-Founder and Chief Executive Officer of Cake, to discuss the intricacies of buying an insurance agency. From debunking acquisition rumors to highlighting the importance of data analysis in evaluating insurance metrics, they provide valuable insights for independent agents. They also delve into the world of mergers and acquisitions (M&A), sharing their expertise on topics such as l...
Aug 30, 2023•55 min•Season 1Ep. 287
On this episode, Bradley and Scott share their insights and thoughts on some recent news, headlines, and scuttlebutt in the insurance industry. More specifically, what is happening with HIPPO and shutting down new accounts, the ongoing lawyer problem in Florida insurance, and strategies for automation with existing clients and renewals. Plus, listen to Scott get his mind blown by discovering just how OCD Bradley really is with automating not only his agency but every moment of his life. Meet LeO...
Aug 23, 2023•1 hr•Season 1Ep. 286
In this episode, Scott and Bradley dive deep into the world of insurance strategies and sales techniques with the insurance famous Tom Hegna . They discuss the importance of working with high-income individuals, the problem of underinsurance, and the need for more significant life insurance coverage in today's low-interest-rate environment. Tom shares insightful anecdotes, valuable advice on transitioning from Property and Casualty Insurance to Life Insurance, and techniques for selling larger c...
Aug 16, 2023•33 min•Season 1Ep. 285
Welcome back to another episode of the Insurance Guys Podcast! In today's episode, the outstandingly knowledgeable Kenny Urbania joins Scott and Bradley to discuss a crucial topic for insurance agents: acquisition opportunities. As the industry evolves, agents are wondering if now is the right time to pursue acquisitions or if there is hesitation due to current circumstances. Kenny shares insights on potential risks and benefits, drawing parallels to the real estate market during the economic do...
Aug 09, 2023•1 hr 1 min•Season 1Ep. 284
On this episode of the Insurance Guys Podcast, Scott and Bradley talk with Bharath Bangalore, the founder of Blue Ocean Strategic Partners, a digital automation company that aims to streamline tasks for small and medium enterprises. Bharath sheds light on Robotic Process Automation (RPA) and its potential to transform the insurance industry. The guy's deep dive into RPA, how it can be utilized in insurance agencies, and discuss why the insurance industry needs to catch up. Plus, they explore the...
Aug 02, 2023•37 min•Season 1Ep. 283
On this episode of The Insurance Guys Podcast, Scott and Bradley are joined by the all-star guest Robert Smith , founder and CEO of Fidelis Advisors . In this thought-provoking episode, our speakers delve into the myths surrounding private company aggregation platforms and their belief that the value of their assets never goes down. They discuss the fluctuation in the value of publicly traded insurance brokers and distribution firms due to market fluctuations and financial performance, questioni...
Jul 26, 2023•1 hr 12 min•Season 1Ep. 282
On this episode of The Insurance Guys Podcast, Scott and Bradley have a special guest, Josh Bagby, who shares his journey in the insurance industry. Josh talks about his experience working in a slow and political environment that wasn’t the right fit for him long term. He discovered the importance of building his personal brand locally and realized that people cared more about him as an individual than the company he worked for. When COVID hit, electronic signatures became crucial for the surviv...
Jul 19, 2023•1 hr 4 min•Season 1Ep. 281
On this episode of The Insurance Guys Podcast, Scott Howell and Bradley Flowers dive into a discussion with guest Seth Zaremba. Seth shares valuable insights on optimizing service in the insurance industry. He highlights the importance of independent agents owning the transaction process and leveraging data to increase net margin. The conversation explores the integration of technology platforms and the need for targeted customer service efforts. The speakers also discuss the mission of Neon and...
Jul 12, 2023•59 min•Season 1Ep. 280
On this episode of The Insurance Guys Podcast, Scott Howell and Bradley Flowers sit down with their guest, Diane Delaney . Diane Delaney is an accomplished insurance professional with extensive experience in the industry. She currently serves as the executive director of the Private Risk Management Association (PRMA) and focuses on helping independent agents and insurance professionals enhance their sales and service skills. During the episode, Diane shares her experience working with high net w...
Jul 05, 2023•45 min•Season 1Ep. 279
