In this episode, James talks with Dane Williams, Insurance Advisor at Shoemaker Insurance Solutions.

To learn more about Shoemaker Insurance Solutions, visit https://www.shoemakerins.com/.

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Episode Highlights:

Dane shares his background and how he got into the insurance profession. (2:32)


Dane mentions that Shoemaker Insurance has three divisions: commercial, personal lines, and group benefits which are part of the financial planning firm, which has been around for 35-40 years. (4:52)


Dane explains that their financial planning clients make up about 35% of their personal lines book. (6:55)


Dane shares what he learned when faced with managing a very large account. (15:35)


Dane talks about their growth path and how Shoemaker Insurance has continued to learn and adapt to new areas of opportunity. (20:08)


Dane explains the steps that are taken if Shoemaker Insurance has a producer that is not very competent. (23:37)


Dane discusses how his local podcast got started and what inspired him to launch Key Exchanges in the 901. (28:19)


Dane shares the process of having introspective moments while launching his podcast. (32:49)


Dane considers insurance as the vehicle via which he is able to interact with, be around, be involved with, and love people well. (45:14)



Key Quotes:

“It's been unique to see that that's been kind of our organization's path and how we've consistently found this is new problem, a new struggle for us to try to overcome. Let's see how we do it. And it's going well, I'm excited about the growth .” - Dane Williams

“I'm grateful to get to consume it all, let alone be a part and be friends with so many of you guys, because I know I am a drastically better insurance agent because of time spent with a lot of you guys even though you don't realize you were spending time with me.” - Dane Williams

“I love people and insurance is the vehicle that allows me to interact and be around and be involved and love people well.” - Dane Williams