
The Digital Insurance Agent
Podcast af Carl Willis - Agent Branding & Marketing
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The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age. Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market. Whether you're a seasoned pro or just starting out, this show is the ultimate guide to help you modernize your insurance agency and thrive in the digital world.
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81 episoder
In this episode of the Digital Insurance Agent Podcast, host Carl Willis interviews Barton Henderson, Esq. [https://www.linkedin.com/in/barton-henderson-esq/]—a licensed attorney turned serial entrepreneur. Discover how Bart went from law school side hustles to building a 7-figure business that landed on the Inc. 5000 list. You'll learn how Bart leveraged systems, minimized overhead, and avoided “headache businesses” by embracing automation, partnerships, and culture-driven leadership. He also shares insights on: * Avoiding burnout with mindset shifts * Building systems without losing momentum * When to delegate (even if you're the best at it) * Creating a culture of honesty, accountability & trust * Scaling with freedom in mind * Legal & operational risk management for entrepreneurs Whether you're an insurance agent, agency owner, or service-based entrepreneur, this episode is packed with practical strategies to help you grow a business that doesn't own you. 📌 Connect with Bart: 👉 Instagram: @barthendersonesq [https://www.instagram.com/barthendersonesq] 👉 Website: www.barthenderson.com [https://www.barthenderson.com] 👉 Agora Guild (30-Day Free Trial): www.agoraguild.com [https://www.agoraguild.com] 🎧 Subscribe for more real-world insights from digital-first entrepreneurs. #Entrepreneurship #BartHenderson #InsuranceAgents #BusinessGrowth #DigitalMarketing #SmallBusinessTips #AgoraGuild #FreedomBusiness Send us a text [https://www.buzzsprout.com/twilio/text_messages/2168365/open_sms] Visit us online - agentbrandingandmarketing.com [https://agentbrandingandmarketing.com] Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing [https://www.facebook.com/agentbrandingandmarketing] Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw [https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw]

In this powerful episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mitchell Weisburgh [https://www.linkedin.com/in/mweisburgh/], entrepreneur, educator, and author of Mindshifting, to uncover the invisible mental ceilings that keep insurance agency owners stuck in survival mode. Mitchell breaks down the five survival brain responses, explains how to tap into your prefrontal cortex, and shares practical, neuroscience-backed strategies to help independent agents lead more effectively, think flexibly, and create cultures of collaboration and growth. Whether you're an independent P&C agent, a captive agency owner, or a life and Medicare specialist, this episode delivers the leadership mindset tools to elevate your business beyond reactive decision-making. 🔗 Learn more about Mitchell and his mission: https://mindshiftingwithmitch.com [https://mindshiftingwithmitch.com] 🎧 Subscribe for more growth-focused content tailored to the modern insurance agent! #DigitalInsuranceAgent #InsuranceLeadership #Mindshifting #MitchWeisburgh #CarlWillis #SurvivalMode #EntrepreneurMindset #InsuranceAgencyGrowth #EmotionalIntelligence #LeadershipDevelopment Send us a text [https://www.buzzsprout.com/twilio/text_messages/2168365/open_sms] Visit us online - agentbrandingandmarketing.com [https://agentbrandingandmarketing.com] Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing [https://www.facebook.com/agentbrandingandmarketing] Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw [https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw]

In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mike Jesowshek, CPA, tax strategist and host of the Small Business Tax Savings Podcast, to unpack the most overlooked yet powerful tax planning strategies for insurance agents and entrepreneurs. From choosing the right business entity to leveraging pre-tax spending, hiring your kids, and forming a board—even as a solo agent—Mike shares actionable tips that can save you thousands legally. If you're an independent insurance agent, captive agent, Medicare broker, or small business owner who’s tired of overpaying in taxes, this episode is a must-listen. 🔔 Subscribe for more insights on growing your insurance business using digital strategies and smart financial planning. 📌 Topics Covered: * Tax Planning vs. Tax Preparation * Most-missed tax deductions for small businesses * Entity selection (LLC vs S Corp) * How to legally hire your kids * Using a board for business and tax benefits * Real-world examples that save agents money 📎 Resources: Visit Mike at: https://taxsavingspodcast.com [https://taxsavingspodcast.com] Learn more about his software: https://taxelm.com [https://taxelm.com] #TaxPlanning #InsuranceAgentMarketing #MikeJesowshek #DigitalInsuranceAgent #TaxTips #SmallBusinessCPA #InsuranceMarketing #TaxStrategy #EntityStructure #HireYourKids #BusinessDeductions #CPAadvice #CarlWillis #AgentBrandingMarketing Send us a text [https://www.buzzsprout.com/twilio/text_messages/2168365/open_sms] Visit us online - agentbrandingandmarketing.com [https://agentbrandingandmarketing.com] Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing [https://www.facebook.com/agentbrandingandmarketing] Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw [https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw]

Discover how to leverage video marketing to grow your insurance agency by selling before the first conversation even begins. In this exclusive webinar, Carl Willis, CEO of Agent Branding & Marketing (ABM), shares powerful strategies for using short-form videos to pre-position yourself as the trusted expert in your niche. You’ll learn: * Why video builds emotional engagement and trust * How to simplify complex insurance topics with video * What types of videos (service overviews, FAQs, testimonials) drive conversions * The best platforms for publishing and maximizing video reach * Tools and tips to create impactful videos—even if you're camera shy Whether you’re a P&C, Medicare, or life insurance agent, this training equips you with actionable insights to dominate your local market with high-converting video content. 🔗 Learn more or book a strategy session: https://agentbrandingandmarketing.com/schedule [https://agentbrandingandmarketing.com/schedule] 📞 Call us at: 888-572-8758 #InsuranceMarketing #VideoMarketing #InsuranceAgents #CarlWillis #ABMStrategies #DigitalMarketing #ClientAttraction #InsuranceSales #MarketingWebinar #ShortFormVideo #SEOForAgents #ContentMarketing Send us a text [https://www.buzzsprout.com/twilio/text_messages/2168365/open_sms] Visit us online - agentbrandingandmarketing.com [https://agentbrandingandmarketing.com] Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing [https://www.facebook.com/agentbrandingandmarketing] Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw [https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw]

Discover how to turn client reviews into a lead-generating machine in this powerful webinar hosted by Carl Willis of Agent Branding & Marketing [https://agentbrandingandmarketing.com]. Learn proven strategies to gather impactful reviews, boost local SEO, build emotional trust, and maximize your agency's online footprint. Whether you're an independent P&C agent, captive agent, Medicare specialist, or life insurance agent, this training will show you how to transform trust into revenue. Includes a 30-day action plan and insights into how Google’s AI and answer engine updates affect your visibility. 📞 Book your free strategy call: https://agentbrandingandmarketing.com/schedule [https://agentbrandingandmarketing.com/schedule] 🎙 Subscribe to The Digital Insurance Agent Podcast #InsuranceMarketing #OnlineReviews #InsuranceLeads #DigitalMarketing #LocalSEO #ClientReviews #InsuranceAgents #CarlWillis #AgentBranding #InsuranceSales #GoogleReviews #SEO #InsuranceWebinar #InsuranceAgencyGrowth Send us a text [https://www.buzzsprout.com/twilio/text_messages/2168365/open_sms] Visit us online - agentbrandingandmarketing.com [https://agentbrandingandmarketing.com] Connect with us on Facebook - https://www.facebook.com/agentbrandingandmarketing [https://www.facebook.com/agentbrandingandmarketing] Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw [https://www.youtube.com/channel/UCaQ3DbHPzI7wWGYt1Pxlcyw]

Rated 4.7 in the App Store
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