Collabcast by IAOA with Captain Dave Jackson

Linda Fisher with Cardinal Insurance Group

Linda [https://www.linkedin.com/in/lindamfishercardinal/] shares with us how she entered the insurance industry, family involved in her agency, her niche's of High Net Worth individuals and construction, and how she surrounds herself with community as it soothes her heart. Episode Topics: * Linda Fisher's transition from answering phones to becoming a sales producer and eventually starting her insurance agency * The significance of education and earning designations in the insurance industry * Strategies for managing client expectations and insurance renewals in a hard market * The importance of community involvement and volunteering for personal growth and business development * Insights into balancing technological advancements with traditional customer service values in the insurance business * The impact of generational differences on business practices and client interactions. * Future aspirations and the concept of finding a work-life balance through travel and personal interests Connect: * Linda Fisher [https://www.linkedin.com/in/lindamfishercardinal/] LinkedIn * Dave Jackson [https://www.linkedin.com/in/davejackson6/] LinkedIn Visit: * Cardinal Insurance Group [https://www.cardinalinsurancegroup.com/] * Independent Agency Owners Alliance | IAOA [https://www.iaoa.com/]

Bob Klinger of Klinger Insurance Group

Bob [https://www.linkedin.com/in/robert-klinger/] shares with us how he and his staff are approaching the current hard market. He also explains how he manages his passions with community and his multiple businesses. Episode Topics: * Bob Klinger’s background, including his military service and transition into the insurance industry. * The impact of the current hard insurance market on agencies and strategies to navigate it. * Bob Klinger's approach to community involvement and charity work. * Expansion and adaptation of Bob Klinger's business in response to market changes. * Insights into the importance of technology and efficient systems in insurance agencies. * Bob Klinger's advice for fellow insurance professionals in facing industry challenges. Connect with: * Bob Klinger [https://www.linkedin.com/in/robert-klinger/] LinkedIn * Dave Jackson [https://www.linkedin.com/in/davejackson6/] LinkedIn Visit: * Klinger Insurance Group [https://www.klingerinsurancegroup.com/] * Independent Agency Owners Alliance | IAOA [https://www.iaoa.com/]

Pete Covill of HCC Insurance Agency

Pete Covill [https://www.linkedin.com/in/petercovill/] joins us from Humphrey, Covill & Coleman Insurance Agency [https://www.hcandcinsurance.com/] in New Bedford, Massachusetts.  He is a third-generation agency owner shared with his sister Lisa Covill Gibson.  Pete shares with us the transition from his agency to a digital one, the implementation of technology and how they have advanced in the flood insurance market in 6 New England states. Episode Highlights: * Pete mentions that HCC Insurance specializes in personal and commercial flood insurance, with a focus on educating clients and providing personalized service. (11:33) * Pete shares that during the late 80s and early 90s, Massachusetts faced challenges with auto insurance, but one company managed to align itself strategically and emerged as the dominant player with a significant market share. (20:37) * Pete discusses the transition from physical file cabinets to digital storage, highlighting the efficiency and convenience of scanning and organizing documents electronically. (25:31) * Pete discusses his experience with various technology solutions in the insurance agency industry, including Applied Epic, Agency Revolution, and ePayPolicy. (34:43) * Pete mentions that he is open to learning from industry leaders and tries to emulate their success while also sharing their own knowledge with others, particularly young entrepreneurs. (40:00) * Pete discusses the success of using Google ads and automation to efficiently handle insurance inquiries and provide personalized service to clients. (45:23) Key Quotes: * “We had to get rid of those file cabinets. Today, everything is digital. Everything is sent PDF through Formstack for a signature and paid online and we're in the middle of a course with agency performance partners.” - Pete Covill * “There are several people in our industry that I look up to and just try and emulate what they do and try and take in as much as I can. And at the same time, I try and share my knowledge and for the over the 40 years to other people. ” - Pete Covill Resources Mentioned: * Pete Covill [https://www.linkedin.com/in/petercovill/] LinkedIn * Humphrey, Covill & Coleman Insurance Agency [https://www.hcandcinsurance.com/] * Reach out to Dave Jackson [https://www.linkedin.com/in/davejackson6/] * Independent Agency Owners Alliance | IAOA [https://www.iaoa.com/]

The Life of Hanley with Ryan Hanley

Ryan Hanley [https://www.linkedin.com/in/ryanhanley/] joins us to share how he made his path to being an agency owner, industry speaker, baseball parent, and Yankees fan. Hanley Media may be his next big thing! Episode Highlights: * Ryan shares that he chose to go to college as a means of escaping his hometown and received offers from multiple schools based on his athletic abilities and academic achievements, ultimately choosing the University of Rochester. (13:12) * Ryan mentions that his first job out of college was as an analyst for a company that purchased lottery annuities, where he learned about the financial implications of taking lump sum payments versus annuity payments. (20:16) * Ryan discusses his journey of facing opposition, getting fired from various professional roles, and experiencing unexpected setbacks in their career. (26:11 ) * Ryan shares how he started his own agency, using technology to highlight humans in the insurance industry, and the success of their self-fulfilling inbound process. (33:56) * Ryan reflects on the importance of being present for his children and teaching them resilience and hard work through his own actions and experiences. (41:35) * Ryan expresses gratitude for the opportunities and relationships he has gained in the industry and emphasizes his commitment to giving back and being accessible to others. (50:44) Key Quotes: * “We're still growing. You know, we figured out a process that works. Our inbound process is essentially a self-fulfilling machine at this point.” - Ryan Hanley * “As much as I love what I do, and I love speaking, that will always be there. These golden years with my kids will not always be here. So, I'm going to always prioritize that time with them over a speaking gig.” - Ryan Hanley * “I try to give back to the industry to the people in it as much as I possibly can. I try to pick up as many calls I can answer as many DM’s. People DM me on Instagram, LinkedIn, and Facebook all the time and I try to answer and respond to every single one of those as best I can. Because, I just appreciate what this industry gave me and I want to give back to it even more.” - Ryan Hanley Resources Mentioned: * Ryan Hanley [https://www.linkedin.com/in/ryanhanley/] LinkedIn * Rouge Risk [https://www.roguerisk.com/] * Reach out to Dave Jackson [https://www.linkedin.com/in/davejackson6/] * Independent Agency Owners Alliance | IAOA [https://www.iaoa.com/]

Brandon Smith of Glidewell

Brandon [https://www.linkedin.com/in/brandon-smith-insurance-specialist/] shares how he entered the insurance agency with his family agency, his Dave Ramsey marketing strategy, local podcast in Missoula, online course for producers, and his speaking engagements. Episode Highlights: * Brandon discusses his basketball career, including playing at Southwestern University in Texas and suffering a knee injury that ended his playing days. (1:49) * Brandon shares that he started in insurance in 2004 and became a managing partner in his family business in 2013, expanding into new lines of business and finding success through differentiation and team growth. (13:14) * Brandon mentions that Glidewell [https://www.glidewell.pro/] experienced a positive shift in lead generation and success after implementing Dave Ramsey's program, but has since shifted focus to internal lead generation and branding for sustained success. (21:36) * Brandon shares about his experience in the insurance industry, from public speaking to course creation, over 20 years. (24:35) * Brandon mentions that the top three tech tools Glidewell uses are a CRM for data and automation, text messaging for quick and efficient communication, and The Missoula Podcast [https://www.themissoulapodcast.com/], for relationship building and lead generation. (29:15) * Brandon discusses Glidewell’s recent executive team retreat and their focus on differentiating themselves in the current economic climate by providing value and resources to businesses. (34:58) * Brandon explains that Glidewell’s current focus is on growth, with goals of 20% growth and 20% profitability, while maintaining the company culture. (39:12) * Brandon believes that carrier relationships are shifting from partnerships to investments or vendors due to mistrust and lack of communication. (44:35) Key Quotes: * “We’re a full-service financial firm, we're helping with financial coaching, counseling, helping people with their budgets and debt elimination plan. And our mission really isn't about selling more insurance, it's really helping our clients be on track to retire with dignity.” - Brandon Smith * “One of the things I learned to really love and enjoy in the industry is the public speaking and sharing ideas with others in the industry. ” - Brandon Smith * “Our goals are 20% growth and 20% profitability while trying to maintain the culture and company atmosphere that we have. But the big focus through this market for us is on growth, and just finding those opportunities, and then using our value proposition or barriers to entry to help propel that growth.” - Brandon Smith Resources Mentioned: * Brandon Smith [https://www.linkedin.com/in/brandon-smith-insurance-specialist/] LinkedIn * Glidewell [https://www.glidewell.pro/] * The Missoula Podcast [https://www.themissoulapodcast.com/] * Reach out to Dave Jackson [https://www.linkedin.com/in/davejackson6/] * Independent Agency Owners Alliance | IAOA [https://www.iaoa.com/]