Spot On Insurance

Apple Podcasts Rate and Review for SpotOn [https://podcasts.apple.com/podcast/id1257907697?ls=1&mt=2] Mick Hunt is the CEO of Premier Strategy Box, a strategy service provider that provides turn-key solutions for agencies wanting growth, management, and better profitability. He has over 18 years of experience and has successfully provided marketing expertise for various financial and insurance institutions. As CEO, Mick specializes in business development & networking, lead generation & digital platforms, CRMs, databases, agency management systems, and data analytics. Mick joins us to discuss how leaders should treat their businesses, and how much time and money they should put into strategizing. He explains how having a competitive mindset sets companies up for success. He discusses different marketing strategies and why email campaigns are still good lead sources. Mick also shares the importance of establishing a good and well-executed customer onboarding experience and why it’s critical to deliver pain statements to attract clients. "You're not in the insurance business; you're in the business of your niche markets." - Mick Hunt Today on Spot On Insurance: * Where Mick grew up, his favorite sports, and his educational experience * Why Mick wanted to work in insurance * How much Mick knew about insurance before he joined the industry * How a competitive mindset enables business success * The challenges Mick faced when he started an agency * Why Mick believes producers aren't in the insurance business * What Premiere Strategy Box is about and the services they offer * The best place to start your marketing campaign * The importance of developing producers in your organization * What the new customer onboarding experience is all about * Learning to deliver pain statements to attract clients Key Takeaways: * If your salespeople aren't competitive, they're not going to make it. * Agencies are just doing marketing, but have nothing to do with who their ideal client is. * People don’t go out shopping for insurance; they buy it when they need to. * Having a mindset of being the best opens the path for success. Resources Mentioned: * Patrick Bet-David Interview with Kobe Bryant [https://www.youtube.com/watch?v=T9GvDekiJ9c] * Ep. 103: How an Insurance Pro Prepares for the Next Market Crash [https://www.spotoninsurance.com/podcast/insurance-pro-next-market-crash/] Connect with Mick Hunt: * Premiere Strategy Box [https://www.mystrategybox.com/] * Mick Hunt on LinkedIn [https://www.linkedin.com/in/mystrategybox/] * Email:mick.hunt@mystrategybox.com This episode was brought to you by….. Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com [http://www.ilsainc.com/]. Connect, Learn, Share Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com [http://spotoninsurance.com/]. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn [https://podcasts.apple.com/podcast/id1257907697?ls=1&mt=2] and share your favorite episodes with friends and colleagues!

Apple Podcasts Rate and Review for Spot On Insurance [https://podcasts.apple.com/podcast/id1257907697?ls=1&mt=2] Ryan Sachtjen is the Co-Founder and CEO of ThreeFlow, a company that’s described to be the first Benefits Placement System exclusively designed for employer benefits brokers & carriers. Ryan founded ThreeFlow to help eliminate administrative complexities that dominate the buying, selling, and managing of insurance products and services. Their goal is to streamline workflows between employer clients, brokers, and carriers. Before founding ThreeFlow, Ryan served as the Senior Stop Loss Specialist at Sun Life Financial, one of the largest insurance companies in the world. Ryan joins us to discuss what ThreeFlow mission and the problems he wishes to solve in the insurance industry. He shares his experience in the corporate world, working with one of the largest insurance companies and explains the importance of intentionality when you want to launch a new product in any industry. Ryan discusses how ThreeFlow benefited from the pandemic, their growth rate, and how many people work with them now compared to two years ago. Ryan also shares his thoughts on where he believes legacy carriers are currently heading in regards to growth strategies. “Efficiency unlocks growth, growth unlocks workflows, and all those workflows unlocks intelligence.” - Ryan Sachtjen Today on Spot On Insurance: * Where Ryan grew up, his childhood, and how he found his path to insurance * Ryan's passion for fishing and the best way to fish for musky * What Ryan observed about the employer benefits space * Transitioning from the corporate world to building a tech startup * The frustrations Ryan experienced while being part of a large company * What ThreeFlow is and the products they offer * Being intentional in the products and services your company provides * How the pandemic accelerated their business growth * What Ryan observed with transition rates between carriers in the last two years * Ryan's thoughts on where legacy carriers are headed in terms of growth strategies Key Takeaways: * Growing and learning is key. * Big companies are stable and allow for growth, but they can be rigid on how fast you can grow. Connect with Ryan Sachtjen: * ThreeFlow [https://www.threeflow.com/] * Ryan Sachtjen on LinkedIn [https://www.linkedin.com/in/ryansachtjen/] This episode was brought to you by….. Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com [http://www.ilsainc.com/]. Connect, Learn, Share Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com [http://spotoninsurance.com/]. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn [https://podcasts.apple.com/podcast/id1257907697?ls=1&mt=2] and share your favorite episodes with friends and colleagues!

Apple Podcasts Rate and Review for Spot On Insurance [https://podcasts.apple.com/podcast/id1257907697?ls=1&mt=2] Michael Zalle is the CEO & Founder of YellowBird, a tech platform that helps businesses fill their environmental, safety, and health roles. They pride themselves on making it easy to sign up as a professional or business owner. Michael has extensive tech experience in the safety, health, and environmental markets. He’s a serial entrepreneur who built and successfully exited multiple companies over the last 25 years. Being a disabled person himself, Michael is also a Certified (8a) Disability Owned Business Enterprise Founder. Michael joins us to discuss what YellowBird is and the recruitment services they offer. He shares how he made his way into the insurance industry and how he didn’t let his disability get in the way of his dreams. He explains how YellowBird thrived during COVID-19, how they make sure their clients comply with OSHA, and the one hiring mistake that forced them to change their system. Michael also shares his thoughts on diversity and being a platform that acts on the problems detected by hundreds of insurance software. "We’re not a staffing company. We have talent-on-demand."- Michael Zalle Today on Spot On Insurance: * The physical challenges that allowed Michael to develop in particular ways * Not treating his disability as a burden * Michael's thoughts on diversity in the workplace * What drew Michael to the insurance industry * The challenges YellowBird solves * How YellowBird ensures clients comply with OSHA * Where the name YellowBird came from * What it's like to be a disability-owned organization * How they got some tailwind during COVID-19 * The most challenging event their organization experienced Key Takeaways: * Safety doesn't sleep, so don’t hire people who might disappear when you need them the most. Resources Mentioned: * Traction: Get a Grip on Your Business by Gino Wickman [https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837] Connect with Michael Zalle: * YellowBird [https://www.goyellowbird.com/] * YellowBird on Twitter [https://twitter.com/goyellowbird] * Michael Zalle on LinkedIn [https://www.linkedin.com/in/michaelzalle/] This episode was brought to you by….. Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com [http://www.ilsainc.com/]. Connect, Learn, Share Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com [http://spotoninsurance.com/]. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn [https://podcasts.apple.com/podcast/id1257907697?ls=1&mt=2] and share your favorite episodes with friends and colleagues!

Apple Podcasts Rate and Review for Spot On Insurance [https://podcasts.apple.com/podcast/id1257907697?ls=1&mt=2] Chris Senkbile is the Founder & CEO of Project Ferro, a commercial policyholder platform founded by brokers for brokers. They offer various products and solutions for brokerages, providers, and policyholders with the goal of improving renewal speeds by up to 75%. Chris began his insurance career in 2014 and has been named as one of the Insurance Business America’s Rising Stars in 2020. He is also the VP and Risk Consultant with UNICO Group, an insurance brokerage in Nebraska. Chris joins us to describe how Project Ferro got started and the problem they want to solve in insurance. He explains how Project Ferro can speed up renewals and help clients be more efficient in processing data. He discusses what it was like to start Project Ferro in the middle of the pandemic and where they expect to see themselves in five years. Chris also shares the number one challenge for brokerages and what sets Project Ferro apart from their competition. "The more we focus on creating solutions for the policyholder to engage with insurance, the more they get efficient in terms of processing information." - Chris Senkbile Today on Spot On Insurance: * Chris' life as a country boy driving tractors * Why Chris is fond of being active, playing sports, and manual labor * How basketball paved the way for Chris to join insurance * The origin story of Project Ferro's name * What clients praise their company for * The number one challenge for brokerages * What sets Project Ferro apart from the competition * Having a bootstrap mindset as a company * Being selected in the Future Fellows Program * Where Chris expects Project Ferro to be in five years Key Takeaways: * The true value of a business is client retention. * A lot of processes in insurance are repetitive. * You have to identify what needs to be fixed in your chosen industry. * Clients care about the value you bring, not the amount of paper you push in the brokerage. Resources Mentioned: * ITC Vegas 2022 [https://vegas.insuretechconnect.com/] * Ferro Leads The Charge In Insurtech Innovation [https://mug.news/ferro-leads-the-charge-in-insurtech-innovation/] Connect with Chris Senkbile: * Project Ferro [https://projectferro.com/] * UNICO Group [https://unicogroup.com/] * Project Ferro on LinkedIn [https://www.linkedin.com/company/project-ferro/] * Email: chris@projectferro.com This episode was brought to you by….. Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com [http://www.ilsainc.com/]. Connect, Learn, Share Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com [http://spotoninsurance.com/]. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn [https://podcasts.apple.com/podcast/id1257907697?ls=1&mt=2] and share your favorite episodes with friends and colleagues!

Apple Podcasts Rate and Review for Spot On Insurance [https://podcasts.apple.com/podcast/id1257907697?ls=1&mt=2] Jamie Peers is the VP of Business Development and Partnerships at Synatic, a platform that offers ETL and powerful data integration. They work by modernizing and optimizing your company’s data management structure to keep you ahead of the competition. In his role, Jamie excels in improving business efficiency and is responsible for strategic partnerships. He has over 20 years of experience in the SaaS industry, works closely with sales and marketing teams, and is in charge of process implementation. Jamie joins us to discuss how Synatic revitalizes the way a business approaches its data, particularly its unused data. He shares what it was like to grow up in South Africa during the apartheid era and  how the business atmosphere shifted after the era ended. He explains how Synatic works for data integration and describes what it takes to properly solve a company’s data needs. He shares the common pain points their clients experience and what happens when they get a contract started. Jamie also explains how their company creates order out of the data of chaos and the nature of incremental growth as human beings. "Pick the thing that's creating the most chaos and you fix it." - Jamie Peers Today on Spot On Insurance: * What it's like growing up in South Africa during the era of apartheid * The business atmosphere in South Africa post-apartheid * Working with aggregated and integrated data * The complexities involved in solving your data needs * Pain points their clients experience and the onboarding process * How their software evolved with the requirements of their customers * Creating order out of the data of chaos * The nature of incremental growth as a human Key Takeaways * There are a lot of data security software and companies out there, so it’s important you know what works best for your needs. * Insurance agencies need more than small integration packages. * You need to go on a journey to solve your data needs. Resources Mentioned: * ITC Vegas [https://vegas.insuretechconnect.com/] Connect with Jamie Peers: * Synatic [https://www.synatic.com/] * Jamie Peers on LinkedIn [https://www.linkedin.com/in/jamiepeers/?originalSubdomain=za] * Email: jamie@synatic.com This episode was brought to you by….. Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com [http://www.ilsainc.com/]. Connect, Learn, Share Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com [http://spotoninsurance.com/]. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn [https://podcasts.apple.com/podcast/id1257907697?ls=1&mt=2] and share your favorite episodes with friends and colleagues!