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    • Services for your Agency
      • Appointment Setting
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  • Home
  • Services for your Agency
    • Appointment Setting
    • Grow your Commercial book
    • Digital Marketing
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The first Insure Tech Connect Conference for AGENTS is here

 In today's episode, Abe talks with Drake from Insure Tech Connect about their first ever event just for Agents at the ITC conference in Las Vegas this October. https://itcagents.com/  

3 things to build an excellent sales process

 In today's Insurance Meditation, Abe talks with former pro-baseball player turned Insurance Sales Consultant Andy Neary about the three things every Agent must do to  build an excellent sales process. 

Episode 212: How to turn failures & ceilings into profit....

 In today's episode Abe sits down with Mike Stromsoe, author of the book "Unstoppable Profit Producer" to talk about the best practices on how Agents can turn "failures" and "ceilings" into growth, profit and opportunity.  Claim your free copy of Mike's book:  Email vip@upplife.com ; put "Unstoppable Book" in the subject line, and put your shipping address in the body of the email.   Today's episode is sponsored by Viva Virtual Assistants: VA's specifically for the Insurance Industry

Episode 210: How much money are you leaving on the table?

 In today's episode, Abe talks with Ben & Matt over at Capital Premium Financing about how much money Agents are leaving on the table with their premium financing company (or lack thereof).   Today's episode is sponsored by Capital Premium Financing. 

Cyber Security: Protecting your Agency, your Data and....

 Abe sits down with Daniel Metcalf of CyberFin (https://cyberfin.net/) and talks about how Agents can protect their Agencies, their data, and commercial customers in the intense data breach climate we find ourselves in.  

Today's episode is sponsored by The Fast Track Appointment Program: Direct Carrier Appointments for your Agency. .  https://ftap.insure/ 

Abe reviews InsuranceQuotes.com Lead Service

In today's episode, Abe does a full review of the leads platform InsuranceQuotes.com .   


Today's episode sponsored by The Fast Track Appointment Program: More Commercial Carriers for your Agency.  https://ftap.insure/ 

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 


https://hinesball.com 

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/

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 Copyright © 2023 Insurance Professional Agency INC DBA The Insurance Dream - All Rights Reserved. 

  National Producer Number: 19590323    


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