Merger & Acquisition Market Update
Abe talks with Gary Hines of Hines Ball Advisory Group about how the state of the hard market has impacted Insurance Agency acquisitions, valuations and perpetuation planning.
Hines Ball is your resource partner for your agency’s decisions about tomorrow: Perpetuation / M&A / Business Planning / Optimization / Valuation
Episode 102:From Startup to Multi-Million Dollar Acquisition
In this episode Daniel Summers outlines how he took Charles String Agency from a boot-strapped startup to a multi-million dollar acquisition in the span of two years.
Episode 91: How to attract and retain Millennial and Gen Z E
In today's episode, we talk with Best Selling Author, Executive Coach & Change Management Practitioner Susan Renni Anderson. We unlock the secrets to attracting, hiring & retaining Millennial & Gen Z employees. Susan's website can be found at http://susanrennianderson.com/.
Today's Episode sponsored by The Fast Track Commercial Producer program: Grow your Commercial Insurance Empire. https://ftap.insure/build-a-commercial-book
3 things you can do to boost your Agency's marketing today
Abe talks with John Tate of Agency Marketing Machine about three things you can do to boost your Agency's marketing today.
Sponsored by The Fast Track Appointment Program, Guaranteed new Direct Carrier Appointments https://ftap.insure/
How to simplify your Agency’s Accounting, Part 2
Abe talks with Shane Brown from Commission Tracker about how his technology saves Agencies countless hours of accounting work each month.
Sponsored by The Fast Track Appointment Program, Guaranteed new Direct Carrier Appointments https://ftap.insure/
How to simplify your Agency’s Accounting, Part 1
In this Episode we talk to E-Pay Policy about how they can help simplify your Agency's Accounting through their API's & integrations with your Agency's CMS and more. Sponsored by Epay Policy
Episode 72: How to stay top of mind with your customers
Abe talks with Nils Wright with Insurance Newsletters about a creative way to stay front of mind with your Agency's customers.
Episode 59: The new way to get Direct Carrier Appointments
Abe & Dustin talk about The Insurance Dream's Fast Track Appointment Program that gives Agents the opportunity to gain new, direct carrier appointments the easy way.
This episode sponsored by Viva Virtual Assistants: https://vivavs.com/
EP 58: Telematics
Abe talks with Aldo Monteforte, CEO of The Floow, a telematics company that supports the world’s leading insurers with mobile experiences and predictive analytics that increase customer engagement and safety. Their discussion includes why telematics is the future of the Insurance Industry and benefits that both companies and consumers can expect while converting to telematics (it might save your customer's life!).
This episode sponsored by Viva Virtual Assistants: https://vivavs.com/
Episode 57: The future of Trucking Insurance has arrived
Join us as we talk with Mike Dorfman of Koffie Financial about how Koffie is paving the road to the future of Trucking Insurance with precision data that allows Koffie to properly rate each truck they insure.
This episode sponsored by Viva Virtual Assistants: https://vivavs.com/
Episode 56: Insurance Agency E&O:Tips to avoid an E&O Claim
Jeff Smith, Ashley Riley & Ashley Fitzsimmons of Ohio Insurance Agency & IA Valuations discus Agency E&O. Topics covered include the Standard of Care level for each State in The United States & how to meet those standards, as well as practical tips to help your Agency avoid an E&O claim.
Visit Ohio Insurance Agents online at: https://ohioinsuranceagents.com/
This episode sponsored by Viva Virtual Assistants: https://vivavs.com/
EP 55: Broker Buddha: Automate your E&S Submissions
Abe talks with Jason Keck of Broker Buddha about how they help Agencies automate their E&S Submissions. https://www.brokerbuddha.com/
Viva Virtual Assistants: https://vivavs.com/
Insurance Professionals: http://becomeaninsurancepro.com/
EP 54: Cyber Liability & Keeping your Agency info Safe
Best practices to minimize cyber liability exposure for Insurance Agencies, Document Collection & Storage & Cyber Liability Product Information.
Sponsored by:
Viva Virtual Assistants: https://vivavs.com/
Insurance Professionals: http://becomeaninsurancepro.com/
EP52: What does your AMS do for you?
How to target more preferred business, How to communicate with & educate your customers on steps they can take to reduce their loss exposure & more
EP52: What does your AMS do for you?
In this episode, we talk with Nicholas Ayers of Better Agency (https://betteragency.io/) about how Better Agency helps automate your Agency's workflows based off of your downloads.
EP49: Get More Sales & Make it Easy for Prospects to buy
David Denning of "Marketing for Insurance Agents" talks strategy with Robert Boerrigter & Ray Huang about the path Agents can take to get more sales & make it easier for prospects to say yes. Join David & Elle's Facebook group with over 26K other Insurance Agents at: https://www.facebook.com/groups/166909087047020
Marketing Funnels for Insurance Agents Episode
David & Elle teach Agents what Marketing Funnels are, and how to use them effectively in your Insurance Agency. Join David & Elle's Facebook group with over 26K other Insurance Agents at: https://www.facebook.com/groups/166909087047020
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Copyright © 2023 Insurance Professional Agency INC DBA The Insurance Dream - All Rights Reserved.
National Producer Number: 19590323
A Division of Insurance Professionals
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