The Insurance Bro Show

Episode 82 - Pipeline Team of San Diego Awards Show

31 min · 16 jan 2021
aflevering Episode 82 - Pipeline Team of San Diego Awards Show artwork

Beschrijving

Celebrate with us, and learn about the program we're launching to help agents hit even higher numbers in 2021!

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Alle afleveringen

86 afleveringen

aflevering 83 - Setting Up the Cross-Sale with Vero - Ali Safavi artwork

83 - Setting Up the Cross-Sale with Vero - Ali Safavi

Our guest today has an incredible tool that can help insurance agents everywhere increase their revenue by providing a visual, analytical cross-selling tool. He is on a mission to help everyday people better manage their risks and insurance, and through the power of his InsureTech tool, empowers the general population to see their risk profiles in a truly remarkable way. For agents, this opens the door to more open and meaningful discussions with their clients. Once a client sees how vulnerable they might be, and where the holes in their insurance coverage are, it’s an easy conversation to have with an expert to help shore them up. Here to talk to us about this ground-breaking technology, joining us today from Vero, welcome to the show Ali Safavi!

22 jan 202134 min
aflevering Episode 81 - Jack D. Holder with EBIS artwork

Episode 81 - Jack D. Holder with EBIS

Our guest today is a highly motivated agency owner of an enhanced volutary benefits firm. He's been advising employers in this niche market for over 10 years, and today we have an opportunity to learn from one of San Diego’s best how to help employers, brokers, and employees choose carriers and design voluntary benefits products around each of their objectives. A lifelong entrepreneur and a proponent of taking action, our guest (along with wife and partner) are taking the voluntary benefits market by storm. They have built a strong foundation in their firm with a team of six, all working together to simplify the enhanced voluntary benefits market for employers and their broker partners. If you want to learn how to sell voluntary markets to your business owner clients, you will not want to miss today’s episode! Joining us today from Enhanced Benefits Insurance Solutions, welcome to the show Jack Holder!

15 jan 202135 min