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In this episode, Jim interviews Winston Smith, CEO of Bridge, a customer communications management software designed for independent insurance agents. Winston discusses the importance of agency owners working on their business rather than in it, and how Bridge can help them achieve this. He highlights the bottleneck that agency owners often face and explains how Bridge streamlines operations and provides tools for sales, marketing, and customer communication. Winston shares success stories and feedback from Bridge users, emphasizing the increase in revenue per employee as a key metric. He also discusses the role of Bridge as a companion to agency management systems and the importance of customer satisfaction. The episode concludes with Winston's advice to be true to oneself and the opportunities available in the insurance industry.
Takeaways
Bridge is a customer communications management software designed for independent insurance agents, helping them work on their business rather than in it.Agency owners often become bottlenecks in their own businesses, hindering growth and scalability.Bridge provides an all-in-one solution for sales, marketing, and customer communication, streamlining operations and improving efficiency.Bridge offers features such as video recording, marketing automation, and personalized communication to enhance customer relationships.Success stories from Bridge users include increased revenue per employee and improved customer satisfaction.Bridge serves as a companion to agency management systems, focusing on communication and customer relationship management.Resources From Winston
Website
LinkedIn
Google Calendar
Think-Cell
How Will You Measure Your Life? by Clay Christensen
About Winston
Winston Smith is the CEO of Bridge, a customer communications management software designed just for independent agents.
Winston came to Bridge after a decade on the carrier side of P&C. Prior to Bridge, Winston ran his own micro-Private Equity fund, Hammersmith Capital.
While on the carrier side, Winston was a general manager responsible for P&Ls across multiple states for the Safeco and Liberty Mutual brands (but he takes no responsibility for the 'LiMu Emu') and spent a LOT of time in the field with Safeco-appointed agencies (and is lucky enough to count many of them as friends).
He started his insurance career at AIG on Water Street in Lower Manhattan as an underwriter of Executive Lines for Financial Intuitions during the Great Recession.
Winston holds the CPCU and API designations, has an MBA from NYU Stern and his undergrad degree from Princeton. He lives in Johns Creek, GA with his wife and two kids.ePayPolicy
The simplest solution for insurance agents to collect credit card and ACH payments -
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Chris Greene from Flood Insurance Guru shares what he's learned about creating the most robust library of content that is selling flood insurance like hotcakes. In fact, he created 1,500 videos in 1,500 days! He also discusses the importance of perfecting your processes so you can free up your time to "Wow" your customers.
The most effective way to create content that sells insurance for you while you sleep is answering questions your clients and prospects constantly ask you.Creating consistent content positions you as an expert in your field.You need to perfect your processes so you can keep your customers engaged without you having to exert extra effort.
3 Key TakeawaysResources From Chris
Website
YouTube
Facebook
LinkedIn
Munch AI
HubSpot
Building A Story Brand by Donald Miller
Marketing Made Simple by Donald Miller
About Chris
Chris Greene is the owner of the Flood Insurance Guru where they provide "Coverage For Now and Education for the Future." After buying a house in a flood zone 12 years ago and having a terrible experience with it Chris has spent the last 12 years helping property owners, real estate agents, real estate investors and business owners avoid the same thing he had to go through.ePayPolicy
ePayPolicy
The simplest solution for insurance agents to collect credit card and ACH payments
The simplest solution for insurance agents to collect credit card and ACH payments
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
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Today, Melissa Stallings shares the secret formula for growing her agency to one of the most respected all-female agencies in Georgia. It all comes down to the culture she's developed with her employees and the relationships she's developed with her community and her referral partners. Get ready to learn how you can grow your own book of business through culture and relationships.
Melissa started out seeking balance in her own life, but ended up fostering it in her own staff, which is a BIG part of their culture.If you work hard to keep your employees, they will work hard to keep their jobs.The key to growing referral partners is focusing on revenue generating activities and not being willing to compromise on the standard of client you want to have referred to you.
3 Key TakeawaysResources From Melissa
Website
ePayPolicy
Facebook
LinkedIn
Instagram
TickTock
InsuredMine
The 5 Love Languages by Gary Chapman
About Melissa
Meet Melissa L. Stallings, a trailblazer who forged her path by establishing Stallings Insurance Agency in the fall of 2008. She founded the agency on three core values – Positive, Polished, and Commitment while creating a brand rooted in the values of Family, Faith, and Fun.
Beyond the confines of her agency, Missy is an integral participant in industry and community circles, affiliating with organizations such as IIAG, SNA, IAOA, SecureRisk, and more in addition to actively engaging with the Douglas County and Carroll County Chambers. Her affinity for like-minded peers fosters enduring relationships that fuel her agency's success, while her philanthropic spirit drives her involvement in numerous charitable initiatives annually, underscoring her commitment to giving back to the community.
As Missy continues to inspire with her unwavering dedication, thriving agency, and genuine spirit, her story remains an embodiment of success, family values, and boundless possibilities.
The simplest solution for insurance agents to collect credit card and ACH payments
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
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Get ready to learn the daily habits of million-dollar insurance agents that can help you take your insurance sales to the next level. These habits will help you stay focused and motivated every day. Join us as we dive into the routines of top-performing insurance agents and learn how you can implement these habits into your own daily routine to achieve success in your insurance career.
Whether it’s fiction or nonfiction, reading will get your brain up and moving as well as provide you with topics of conversation and media posts; incorporate it into your day. Develop deep relationships that will eventually turn into transactions with minimal effort. It’s as simple as sending a “This reminded me of you” text. Calling someone is different from emailing or texting them. It’s now become the form of communication that feels special–utilize that!
3 Key Takeaways
Resources⬇️ - [DOWNLOAD] - https://agentsgrowthacademy.com/value 🎥 - [VIDEO] - Insurance Producers: Do THIS To Skyrocket Your Sales - https://youtu.be/1BrHKg8foj8
🎬 - MOST RECENT VIDEOS: https://www.youtube.com/@AgentsGrowthAcademy/videos 🎥 - [VIDEO] - HOW TO BECOME A REMOTE INSURANCE AGENT: https://youtu.be/FkWqhKNXA2A 🎥 - [PLAYLIST] - MARKETING FOR INSURANCE AGENTS: https://bit.ly/43GjuxP 🎥 - [PLAYLIST] - CONTENT MARKETING FOR INSURANCE AGENTS: https://bit.ly/3qs75zv🔔 - Subscribe for more tips just like this: https://bit.ly/43BmcEO
AGA PARTNERS💰 - ePayPolicy, the simplest solution for insurance agents, carriers, brokers, MGAs, and premium finance companies to collect credit card and ACH payments: https://epaypolicy.referralrock.com/l/JIMSCHUBER35/
📦 - Marble Box, your virtual insurance processing team that lets you do the people stuff while we do the rest: https://bit.ly/3O1QdFB
AboutJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.
Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.
Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.
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Discover the power of Jasper AI and learn how to crush your sales goals in this game-changing video! 🚀 In this Jasper AI tutorial, I’ll reveal the top hacks that will revolutionize your sales and marketing process and help you achieve your targets faster than ever before. 💥
3 Key Takeaways
Compelling opening subject lines are KEY to get your readers to open emails; use Jasper AI to select the best shot!One of the simplest ways to engage a social media audience is to ask a question–up your question game to get people talking. Consider implementing video titles that leave the viewer with questions in mind.
Resources
🎥 - [VIDEO] - Insurance AI: 5 Game Changing AI Tools for Insurance Agents - https://youtu.be/Z3sYqK-sVXQ🎬 - MOST RECENT VIDEOS: https://www.youtube.com/@AgentsGrowthAcademy/videos 🎥 - [VIDEO] - HOW TO BECOME A REMOTE INSURANCE AGENT: https://youtu.be/FkWqhKNXA2A 🎥 - [PLAYLIST] - MARKETING FOR INSURANCE AGENTS: https://bit.ly/43GjuxP 🎥 - [PLAYLIST] - CONTENT MARKETING FOR INSURANCE AGENTS: https://bit.ly/3qs75zv
🔔 - Subscribe for more tips just like this: https://bit.ly/43BmcEO
AGA PARTNERS💰 - ePayPolicy, the simplest solution for insurance agents, carriers, brokers, MGAs, and premium finance companies to collect credit card and ACH payments: https://epaypolicy.referralrock.com/l/JIMSCHUBER35/
📦 - Marble Box, your virtual insurance processing team that lets you do the people stuff while we do the rest: https://bit.ly/3O1QdFB
About
Jim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.
Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.
Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.
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I’m going to reveal some deadly mistakes that are holding you back from skyrocketing your insurance sales. 🚀💰 Don’t feel bad, you’re not the only insurance agent making these errors, and by avoiding them, you'll be ahead of the competition. So, buckle up and get ready to start selling insurance like never before!
Set expectations for the time it will take to get a quote and review it.Set price expectations, it’s what both parties really want.Set incumbent expectations, your client needs to know what it looks like when their incumbent tries to keep them around.
3 Key TakeawaysResources
🎬 - MOST RECENT VIDEOS: https://www.youtube.com/@AgentsGrowthAcademy/videos
🎥 - [VIDEO] - HOW TO BECOME A REMOTE INSURANCE AGENT: https://youtu.be/FkWqhKNXA2A
🎥 - [PLAYLIST] - MARKETING FOR INSURANCE AGENTS: https://bit.ly/43GjuxP
🎥 - [PLAYLIST] - CONTENT MARKETING FOR INSURANCE AGENTS: https://bit.ly/3qs75zv
🔔 - Subscribe for more tips just like this: https://bit.ly/43BmcEO
AGA PARTNERS
💰 - ePayPolicy, the simplest solution for insurance agents, carriers, brokers, MGAs, and premium finance companies to collect credit card and ACH payments: https://epaypolicy.referralrock.com/l/JIMSCHUBER35/
📦 - Marble Box, your virtual insurance processing team that lets you do the people stuff while we do the rest: https://bit.ly/3O1QdFB
About
Jim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.
Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.
Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.
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Ready to take your LinkedIn profile to the next level? In this video, we'll share 10 expert tips to help you optimize your LinkedIn profile and stand out from the crowd. Learn how to create a powerful profile summary, choose the perfect profile picture, and leverage LinkedIn marketing strategies to boost your professional network.
3 Key Takeaways
Use amazing visuals to look the part of a professionalMake sure your info is up to date and ON POINT, people don’t like searching very long for who you are and what you doTelling stories gets viral posts, people are on social media to connect, and what’s the best way to connect with you…hearing YOUR STORIES
Resources🎥 [VIDEO] - How To Make Your LinkedIn Post Go Viral: https://youtu.be/Tga5sODxHqQ
🎥 - [PLAYLIST] - Marketing For Insurance Agents: https://www.youtube.com/playlist?list=PLHPYmzrOJiE5S2-pwVmm9bqp4iV18Odhc
⬇️ - [DOWNLOAD] - STORYTELLING FRAMEWORK: https://agentsgrowthacademy.com/storytelling
🔔 - Subscribe for more tips just like this: https://bit.ly/43BmcEO
AGA PARTNERS
💰 - ePayPolicy, the simplest solution for insurance agents, carriers, brokers, MGAs, and premium finance companies to collect credit card and ACH payments: https://epaypolicy.referralrock.com/l/JIMSCHUBER35/
📦 - Marble Box, your virtual insurance processing team that lets you do the people stuff while we do the rest: https://bit.ly/3O1QdFB
About
Jim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.
Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.
Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.
#linkedin #linkedinmarketing #linkedinprofile
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In this video, we'll explore the key skills that every remote insurance agent needs to succeed in today's digital landscape. Learn how to effectively communicate with clients, manage your time, and leverage technology to close deals from the comfort of your home. Join us as we dive into the essential skills that will help you excel as a remote insurance agent and grow your book of business.
3 Key Takeaways
How to prioritize clients in order to maximize your time spent with each oneConsistent and timely communication is especially important when working remotelyWhy being agile as a remote agent is more important than ever
Resources💰 - ePayPolicy: https://epaypolicy.referralrock.com/l/JIMSCHUBER35/
🎥 - [VIDEO] - COMMERCIAL INSURANCE AGENTS: YOU NEED TO HEAR THESE 5 PODCASTS!: https://youtu.be/xPD9Q3Hn7E4
🎥 - [PLAYLIST] - MARKETING FOR INSURANCE AGENTS: https://www.youtube.com/playlist?list=PLHPYmzrOJiE5S2-pwVmm9bqp4iV18Odhc
⬇️ - [DOWNLOAD] - REMOTE AGENT CHECKLIST: https://agentsgrowthacademy.com/remoteagentchecklist
📚 - [BOOK] - NEVER SPLIT THE DIFFERENCE: https://amzn.to/43CqtZf
📚 - [BOOK] - THE EXTRA TWO MINTUES: https://amzn.to/3Jc1tQf
🔧 - [TOOL] - LOOM: https://www.loom.com/
🔔 - Subscribe for more tips just like this: https://bit.ly/43BmcEO
AGA PARTNERS
💰 - ePayPolicy: https://epaypolicy.referralrock.com/l/JIMSCHUBER35/
📦 - Marble Box: https://marblebox.com/
About
Jim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.
Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.
Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.
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If you're feeling overwhelmed by manual paperwork, inefficient processes, and a lack of customer engagement, then you are not alone! Insurance agents everywhere are struggling to streamline their operations and increase sales due to outdated methods and limited resources. Despite efforts to attract new clients, they find themselves stuck in a repetitive cycle that hinders growth and profitability. Instead of achieving the desired result of improved efficiency and increased customer engagement, agents find themselves bogged down with administrative tasks and unable to focus on building meaningful relationships with clients. It's time to revolutionize your agency with A.I.-powered tools that will transform your operations and drive sales like never before.
5 Key Takeaways
Grasp the impressive blend of Chat GPT and Zapier to streamline insurance processes.Learn to amplify your marketing copy by integrating Jasper AI in your strategies.Delve into the art of producing professional-quality videos by harnessing Synthesia.Boosting Social Media Engagement with Lately AI Learn how to catapult your productivity to new levels by automating content with the Albus AI-powered assistant.
ResourcesZapier: https://zapier.com/
ChatGPT: https://openai.com/blog/chatgpt
Jasper: https://www.jasper.ai/
Synthesia: https://www.synthesia.io/
Lately.ai: https://www.lately.ai/
Albus: https://www.springworks.in/
🎥 - [VIDEO] - How To Drive Sales Through Content Creation: https://youtu.be/Y3JDL9bXTRI
🎥 - [PLAYLIST] - Content Marketing For Insurance Agents: https://www.youtube.com/playlist?list=PLHPYmzrOJiE5z5ZLvOFrLzySKiuUwE1ZM
🔔 - Subscribe for more tips just like this: https://bit.ly/43BmcEO
AGA PARTNERS
💰 - ePayPolicy: https://epaypolicy.referralrock.com/l/JIMSCHUBER35/
📦 - Marble Box: https://marblebox.com/
About
Jim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.
Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.
Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.
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Join host Jim Schubert as he talks with Mark Engels from ePayPolicy about the digital shift in the insurance industry and how their product is making premium financing easier and faster. With machine learning and innovative automation technology, Engels will show you how ePayPolicy can help your agency thrive on this episode of Agents Growth Academy.
Learn how tapping into customer insights and feedback directly influences product innovations.See how adopting automation strategies can radically improve your agency management.Gain valuable insight into the benefits of incorporating Epay Policy's product into your toolbox.
3 Key Takeaways
ResourcesWebsite (Be sure to check out their Finance Connect and Payables Connect services!)
About Mark EngelsMark is the CEO of ePayPolicy, a modern payments platform built just for insurance carriers, brokers and agencies. Before ePay, Mark served as the Chief Revenue Officer for Hyperwallet (acquired by PayPal) and then Paya, where he led the sales and growth initiatives for both companies. Mark has seen the rapid digital transformation of payments firsthand, having spent most of his career leading teams in the space.
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Unlock the power of this unconventional way to generate insurance leads from home 🏠💼!
In this video, I reveal a game-changing approach to generating insurance leads without leaving your comfort zone. Learn how to tap into new markets, attract high-quality leads, and boost your income like never before 🚀💰. Don't miss out on this exclusive lead generation strategy that will revolutionize your insurance business! Subscribe now for more insurance agent advice and valuable insights 🔔📈
Learn the power of online community forums in lead generation.Recognize the impact of customer reviews on referral generation.Find out how original content can boost your brand and attract potential leads.
3 Key Takeaways
Resources💰 - ePayPolicy: https://epaypolicy.referralrock.com/l/JIMSCHUBER35/
🎥 - [VIDEO] - HOW TO MAKE MORE MONEY AS A REMOTE AGENT IN 2023
🎥 - [PLAYLIST] - LEAD GENERATION FOR INSURANCE AGENTS
⬇️ - [DOWNLOAD] - REMOTE AGENT CHECKLIST: https://agentsgrowthacademy.com/remoteagentchecklist
About Jim Schubert
Jim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.
Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.
Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography. -
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Commercial insurance agents, listen up! If you want to stay ahead of the competition and become a better agent, then tune in today for five podcasts that are an absolute must-listen. The podcasts mentioned on Agents Growth Academy today will educate you with insights and knowledge that will take your business to the next level–and it doesn’t cost you a dime.
3 Key Takeaways
Listening to these 5 podcasts will improve your game and help you stay ahead of the curve. Niching down is an important step for commercial insurance agents trying to grow their business.Discover new ways to truly care about your community. Get to know the people you work with.
ResourcesPower Producers Podcast
Agency Freedom Podcast
The Ryan Hanley Show
Insurance Town Podcast
Millionaire Insurance Producer Podcast
My Best Advice for New Insurance Producers
Lead Generation for Insurance Agents Playlist
About Jim Schubert
Jim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.
Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.
Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography. -
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Insurance producers are struggling to make use of LinkedIn’s many features and are missing out on the potential it has to offer. So for this episode of AGA, host Jim Schubert shows how to fix seven things on your LinkedIn profile to start generating more leads and sales, including how to optimize your headshot and create a lead magnet. Stop missing out on the potential of LinkedIn and learn how you can use it to get ahead of the competition!
Your banner should be more than aesthetically pleasing; include clear phrases and images that convey who you are without having to scroll. Always list your two biggest roles and include hashtags that attract attention. This will be the second thing people notice when looking at your profilePeople want to see compassion and leadership from their agents. Volunteer work does not go unnoticed.
3 Key Takeaways
Resources
How to Create a Lead Magnet that Converts Like Crazy YouTube Video
LinkedIn for Insurance Agents Playlist
southernstatesinsurance.com/careers
About Jim Schubert
Jim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.
Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.
Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography. -
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With 20+ years in the insurance industry, Host Jim Schubert has learned a thing or two about how to gain leads and become successful. So today, Jim shares his best advice tailored specifically to new producers starting their career. Learn why you should niche down, provide value, and tell your story, and hear the powerful strategies Jim used to gain success and growth on this episode of Agents Growth Academy.
Tell potentials a story that demonstrates the transformation a client has gone through; help them feel the effect deeply!You CAN’T do it all alone; take the time to thank the people who have helped you. You won’t regret what this says about you or the help you’ll receive in the future because of it.Storytelling is an important tool in the insurance producer’s arsenal!
3 Key Takeaways
ResourcesHow to Create a Lead Magnet that Converts Like Crazy
Lead Generation Playlist
5 Ways to Provide Value Before asking for Anything in Return: agentsgrowthacademy.com/value
Brand Storytelling Framework and Worksheet: agentsgrowthacademy.com/storytelling
InsurGrid
Wunderite
Marble Box
About Jim Schubert
Jim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.
Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.
Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography. -
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Welcome to another resource-abundant episode of Agents Growth Academy, where host Jim Schubert shares the best strategies for remote insurance agents to make money, including surprise selfies, content marketing, InsurGrid links, ePayPolicy, and webinars. He also provides a free resource that will help you get to a yes with your prospects in no time.
Get into the habit of creating consistent content. It can be in the form of videos, blogs, and infographics.The simplest way to skip the line and beat out competitors is to think of ways you can provide value to potentials. If you’re not creatively inclined, outsource your ideas!To gain more leads, it's all about letting the individual know you are aware of them and rooting for them.
3 Key Takeaways
ResourcesInsurGrid
Content Marketing Playlist
ePayPolicy
5 Ways to Provide Value Before Asking for Anything in Return: agentsgrowthacademy.com/value
Lead Generation for Insurance Agents Video
About Jim Schubert
Jim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.
Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.
Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography. -
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Welcome to this “mini Masterclass” episode with guest Steve Wiideman, where he walks you through the three main categories of SEO strategy that will boost your agency website. Learn the tools and techniques necessary to create a twelve month plan to rank for competitive keywords and start getting more website visits and inquiries–with more resources in one episode than ever.
3 Key Takeaways
Improve user behavior signals by having a call to action, keyword, and unique selling proposition in the title tag.Become more visible off the website by having other websites link to yours. This is known as off-page ranking and works off the concept of a voting system.Gain more relevancy by answering a common customer problem–one problem per web page–on your site.
Resourcesacademyofsearch.com (use code: SEOSTEVE for FREE access to his $600 course)
https://www.wiideman.com
Podcast
LinkedIn
Company LinkedIn: Wiidemen Consulting Group
Email: [email protected]
SEM Rush
RYTE
answerthepublic.com
whitespark.ca
BrightLocal
Deep Work by Cal Newport
The Wim Hof Method
Superhuman.com
Find more resources relevant to your specific location/agency in the episode!
About Steve Wiideman
Specializing in strategic planning for multi-location and franchise brands, Steve Wiideman, of Wiideman Consulting Group, considers himself a scientist and practitioner of local and e-commerce search engine optimization and paid search advertising. He is the author of SEO Strategy & Skills, a college textbook through Stukent. Wiideman has personally played a role in the inbound successes of brands that have included Disney, Linksys, Belkin, Public Storage, Honda, Skechers, Applebee's, IHOP, Dole, and others. Many of the mentioned projects with an emphasis on strategy, planning, and campaign oversight.
While serving as an adjunct professor at UCSD and CSUF, Steve’s also building the Academy of Search, while volunteering time to help improve transparency and industry standards as an agency trainer. -
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With 32 years of experience in the insurance industry, Morris Sims knows the importance of building your business on lasting principles. For this episode of Agents Growth Academy, Morris shares with host Jim Schubert his “Clarity Principle” and how you can use it to prioritize what really matters and foster growth. Get clear on what you want, why you want it and how you're going to get it.
3 Key Takeaways
This is the year to stop, pick up your favorite beverage, and start thinking ON PURPOSE.Start with the end goal in mind: what does your ideal day look like? Why does it look that way?What you do with must be fueled with passion and emotion–otherwise, you won’t want to get out of bed every morning.Resources
The Business of Sales podcast with Morris Sims
Website
LinkedIn
The Seven Habits of Highly Successful People by Stephen Covey
Darren Hardy’s Sunday Planning System
Sanebox.com
The Entrepreneurial Operating System by Ignacio Aguiler
Deep Work by Cal Newport
Legendary by Tommy Breedlove
About Morris SimsMorris was an agent and manager for NYLIC before he was asked to go into management 32 years later as the VP and Chief Learning Officer in charge of training 12,000 agents and 500 managers with a staff of 200 nationwide.
Now, Morris runs Sims Training and Consulting, helping business owners grow their business with a clear foundation and a healthy home/work balance. -
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Don’t make the mistake of writing a standard resume that won’t stand out in a crowd.
An insurance agent must highlight their experience and skills in an attention-grabbing resume or risk losing the job to someone who knows how to land an interview. For this episode of Agents Growth Academy, host Jim Schubert shares the details of what to include–and not include–in your resume from your contact information all the way down to your designations.
You have five seconds to sell yourself to the person scanning your resume. Don’t waste it on “I’d like to further my career…” Show them the money! They want to see specific numbers you have generated in the past; paint them a clear picture of what you’re capable of. LinkedIn is more than a means to see what you look like! Your potential employer will pay attention to how you interact with clients online.
3 Key TakeawaysResources
What is Content Creation YouTube video
How to Generate Leads on LinkedIn Without Spending a Dime YouTube Video
Insurance Jobs Playlist
About JimJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.
Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.
Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography. -
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Justin Jaksha, VP of Marketing for ePayPolicy, will share his 15 years of experience with insurtech, medical, and real estate and explain why storytelling is always the best marketing method for insurance agencies. Identify the psychology and science behind good storytelling and leverage it in your marketing on this episode of Agents Growth Academy.
3 Key Takeaways
Leverage the psychology of good storytelling: use the hero's journey and monomyth to craft stories that make sense of the world and help the customer along their path.When surveying, it’s important to ask the right questions that will uncover the benefits and transformation that comes from using your product or service.Pay attention to the language: listen to the words that your customers use and repeat them in your marketing to create an emotional connection.
ResourcesLinkedIn
Story by Robert McKee
Building a StoryBrand by Donald Miller
Kendra Hall, storytelling expert
The Hero with a Thousand Faces by Joseph Campbelll
CheckMate from ePayPolicy
Trello application
East of Eden by John Steinbeck
Hero on a Mission by Donald Miller
The World of Art by Steven Pressfield
About Justin Jaksha
Justin has over fifteen years of experience as a marketing leader (with a little bit of sales) in insurtech, medical, and real estate. Like host Jim Schubert, Justin is a full StoryBrand enthusiast and is StoryBrand certified. -
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On this episode of Agents Growth Academy, host Jim Schubert shares how he used collaboration tools, a CRM, and a content strategy to increase production and close more sales. He outlines the names of some of the best tools out there and provides a free resource to help you get started. By the end of this episode, you'll have the knowledge you need to boost your sales and make more money!
Drive leads with a content strategy. This episode will provide several examples of agents with the best content. Utilize a CRM software to communicate with clients and prospects on and off of the clock, especially if you are a remote agent. It’s especially important for remote agents to implement ways to hold themselves accountable. This is best created in the form of a team leaderboard.
3 Key TakeawaysResources
ePayPolicy
Insurgrid
Wunderite
Agency Zoom
Rocket Referrals
InsuredMine
Hub Spot
Salesforce
Ninety
How to Drive Sales Through Content Creation YouTube video
Marketing for Insurance Agents Playlist
The Guide to Giving Before You ask For Anything in Return: agentsgrowthacademycom/value
About Jim Schubert
Jim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.
Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.
Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography. - もっと表示する
