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Insurance, You Indemnify Me: Season 4 Ep.1 Shannon Holtman, Co-Owner of JSH Insurance Solutions
Drumrollllll...... "Insurance, You Indemnify Me" Season 4 is back with Shannon Holtman, Co-Owner of JSH Insurance Solutions. If you don't know Shannon. He is a Colorado famous agent (I'd even say west of the Mississippi). When he walks into a room, everyone taps the person they are sitting next to and in hushed tones, says, "That's Shannon Holtman, he's the reason I am in insurance today."This episode is playful, Watch it! Watch it now. He just made the switch to IA in the last 2 years (Rough time to make the switch) Hear how it's going! Honorable Mentions: Jeff HoltmanAgency VAWessly J. AndersonJason StoroschuckCanopy ConnectSALTThe Insurance Soup Farmers InsuranceAnd a ton of others!
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1:05:38
Insurance, You Indemnify Me: Season 3 Ep.10 Ray Huang, Sr. Director of Marketing at Canopy Connect
On this week's episode of Insurance, You Indemnify Me, we are honored to introduce Ray Huang. Ray is the Sr. Director of Marketing for Canopy Connect, which is becoming one of the most popular tools used by insurance agents today. Canopy is famous for easing the process of collecting client information and dec pages, but in this episode, we dive deep into everything that Canopy Connect can do for an agent. This is an episode you will not want to miss! Sign up for Canopy Connect at https://usecanopy.com/agencies14-day trial and $50 off your first month when you use discount code at checkout: indemnifyme (expires June 30, 2024)Time Stamps: 3:00 - Who are you, Ray? 8:27 - I love your creative marketing at Canopy Connect, Can you tell me about that? 12:00 - Canopy Connect collects declaration pages, but what is everything it can do? 16:30 - Many agents think of Canopy as a PL product, but you're saying it is for all lines of insurance? 17:50 - What percent of clients actually use this link?/What do you say to an agent who says I don't struggle to get my client's information without Canopy?29:52 - Once a client fills out the link does it automatically prefill their information in my comparative rater?31:45 - Can I send client info to Carrier raters?32:42 - What does the development roadmap look like? 34:35 - Can you describe the golden user of Canopy Connect and how they use it? 37:45 - Is anyone using APIs with Canopy? 41:20 - What makes Canopy better than the competition? 45:50 - It's very affordable, can you expand on the cost of Canopy? 52:30 - I constantly hear that Canopy is the bee's knees, thank you for your time! Honorable mentions: Guitar CenterCasey Armstrong, Senior Account Executive Canopy ConnectCanopy Connect Hawaiian shirtsHawksoft 2024 HUG National ConferenceSan DiegoBMWChris Long, Longevity InsuranceHawksoftSalesforceHertzBudget
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Insurance, You Indemnify Me: Season 3 Ep.9 Tom Quintrell, Owner of QIG (Quintrell Insurance Group).
This week's guest on the podcast is Tom Quintrell. Tom is the founder and owner of QIG (Quintrell Insurance Group) based in Oak Grove, Missouri. He is a lifelong insurance professional who has cultivated a rewarding multi-generational career in the industry. Tom understands the invaluable role agents play in their clients' lives and enhances the sense of security for his clients. Join us to glean insights from an experienced agent!Timestamps:1:00 - You're from Kansas City? 4:30 - Who are you? 8:05 - I asked about the downsides of being an independent agency owner. 12:15 - Do your due diligence when picking a partner. 15:40 - Was Dad mad when you left Allstate? 24:40 - Is your son as gregarious as you are? 28:15 - Funnies story in insurance? 37:00 - This is Agent Smith with the FBI. 49:05 - What don't carriers understand about agents? 53:20 - Who are your mentors or personal board of directors?56:22 - How do you manage your time? 59:25 - What mistakes have you made along the way? 1:04:35 - One of our superpowers is just being authentic.1:09:05 - Favorite carrier? 1:10:12 What would you tell younger Tom?Honorable Mentions:QIG (Quintrell Insurance Group)Kansas City CheifsBroncosTayor SwiftPatrick Mahomes Robert ClingerAllstateAgent of the Year(Allstate)FarmersMet LifeMerrill AgencyFBIMontana TravelersNational General
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1:13:49
Insurance, You Indemnify Me: Season 3 Ep.8 Kaleigha Cramer, Owner of 212 Insurance Group.
Kaleigha Moore Cramer is the founder and owner of 212 Insurance Group in Arab, Alabama. Kaleigha discovered her talent for sales while in college, and in short order brought her skills to the insurance industry. Since then she has accumulated more than 11 years of experience and has opened an agency that has become an important staple within her community. Kaleigha understands how to take her personal experiences and turn them into selling opportunities. She connects with her community on a grassroots level and uses her knowledge and personal experience to connect with her clients and become more than just a salesperson to them. You will not want to miss this episode, it is chalked full of advice on how to organically find your clients and niches. Time Stamps: 0:15 - Who is Kaleigha Cramer?3:00 - We are here to help people. 5:10 - How do you go from cell phone sales to insurance?12:45 - How long were you at Allstate?13:00 - This is the Broadway episode! 15:00 - Career path to independence? 17:00 - I learned what I wanted to do as an agent, but also what I didn't want to do. 19:39 - So you found independence through Insurance Soup? 21:40 - What has been the most difficult part of starting your independent agency? 25:30 - Utilize your carrier reps to understand your carrier's appetite and vet your client for legacy policies.27:40 - I am a field underwriter. 29:30 - Who is Ezra and what's the story behind the mullet? 33:15 - Mentors in the industry?37:24 - What do you think carriers don't understand about agency owners? 41:50 - What is the funniest insurance story you have? 46:41 - How do you manage your time?55:00 - What are your niches? 59:10 - What mistakes have you made? 1:05:50 - What is your favorite musical? 1:10:45 - What advice would you give to your younger self? Honorable Mentions: David CrothersRon WadleyAmanda MintersInsurance SoupMatt GenovaCharles McDadeJeffery Seidel SafecoTaylor DobbieShake the HateGalinda BakerMalia RodgersTarren MooreJack JamisonScott HowellBradley FlowersRon WadleyMichael McCormickPaul DaughertyTara VarnerBlake NorwoodMaciel (PGI agent in CA)
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1:16:05
Insurance, You Indemnify Me: Season 3 Ep.7 John Flores, President/Owner, TBI Insurance.
In this week’s episode of “Insurance, You Indemnify Me,” we have super-agent John Flores! John is the owner of TBI Insurance. Before opening his agency, he held numerous positions with Farmers Insurance where he learned the industry on both the carrier and agency side and trained agents on his success. Before making his way to PGI he managed an independent insurance agency aggregator in Colorado. He has a unique perspective of the industry and shares a ton of valuable information in this episode.Time Stamps:0:45 - Who is John Flores?2:50 - When did insurance become a part of your life? 7:10 - What was your pitch as a recruiter? 11:50 - You can't discount anybody. 16:00 - How long were you with Farmers? 17:00 - Carriers don't understand the day-to-day of the agent. 20:15 - After Farmers where did you go? 21:55 - As a recruiter, did you buy into the pitch that captive was better than independent? 25:40 - Are insurance agents salespeople or are they field underwriters? 30:45 - Is a life insurance more of a sales pitch or an info session? 31:25 - Does your agency have a responsibility for profitability or is it on the carriers? 36:00 - Funniest story in insurance? 40:45 - What do you think carriers think about independent agents? 45:20 - What do carriers think about agents, but they are wrong? 50:00 - What is your tech stack? 56:00 - Who's your favorite carrier and why? 1:02:00 - How has your day-to-day changed in this hard market?1:08:50 - Is the client always right? 1:13:38 - Coolest agent you know? 1:17:00 - Advice you'd give your younger self. Honorable Mentions: Mesa, ArizonaHawaii Farmers InsuranceDave GouldJameson StoroshuckWe Bought a ZooEzLynxJack JamesonLittle CeasersCanopy ConnectSafeCoJeff Holtman
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1:23:13

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About Insurance, You Indemnify Me

“Insurance, You Indemnify Me" - With Shawn Michael Walker(SVP at Premier Group Insurance, A Top 50 Insurance agency in the US, doubling in size every three years.)What to expect on the POD cast: Come for the funny, lively, real conversations. Stay for the insurance content you are dying for. The stories will be hilarious, the content will help you grow as an industry professional, no matter if you are a senior leader at a carrier, or a brand new Captive or independent agent. On this podcast you will hear interviews from three different Segments: First and foremost, AGENTS. How are they and what are they doing to provide “So Much More to their clients and Carriers”. Their funniest stories. And More. Second, the Carriers. Senior leaders, Local leaders. Carriers have deep bench strength in their knowledge vault. How they do “So Much More” for the Agents... We’ll introduce you to their side of the equation, in a way you have not seen yet. Third, Insurance vendors. #Insuretech. CRMs, lead providers, All things that we should consider as agents and carriers to make life better for the Independent Distribution channel. These are going to be no nonsense interviews on what the product does, why it is worth it, etc. I’ll push them to know what makes their Tech or angle better than the next tech company.I’ll try to get one done a week. Come back for more, and share the shiz out of these shows! If we interview your agent friends, show him some love by sharing! Make him/her/other accepted pronouns, famous. Contact me for show ideas or Interviewees. [email protected]***Disclaimer: This content is intended for informational purposes only. Nothing stated in this content is intended to modify, change or adjust coverage to any insurance policy you have or may obtain from an insurance carrier now or in the future. This content is not intended to be relied on as legal or medical advice. While a good faith effort has been made to verify the claims in this content, we make no guarantee that this content is free from all mistakes or errors. Copyright © 2021 Premier Group Insurance, Inc. All rights reserved.

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