Agency Nation Radio

Agency Nation - Insurance Marketing and Technology Strategists

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Agency Nation is the leading digital publication helping insurance professionals dominate marketing, sales and technology in the modern marketplace.

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1185 episodes

DOI: Claims to Fame: Coach, Adjuster, Agent and Author John Bachmann on Building Relationships

John Bachmann, vice president of client relations, Norwood Insurance, Groveland, Massachusetts, sits down with Olivia Overman, Big “I” content editor on this edition of Agency Nation Radio’s Declaration of Independents to talk about building relationships. Not just with clients, but with carrier representatives and claims teams. Establishing these relationships helps agents better understand policies and how to best support clients. “Insurance is a people business and I love developing those relationships. I worked in the claims field for the first 17 years of my insurance career and some of the worst conversations I've ever had have been telling people they don’t have coverage. Now, I can prevent those conversations from happening,” says John. John is known as a claims leader, author of “Successful Adjuster’s Playbook: The Secret Skills for Providing the Best Claim Experience” and a self-professed insurance nerd. He started consulting and speaking in different venues all over the country, mostly with an audience of independent agents, but it was the coronavirus pandemic that put everything into perspective for John—that’s when he joined Norwood Insurance Agency. Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure-- stories that helped make them the professionals they are today. From main street USA to the pages of Independent Agent Magazine—we’ve got the stories you want to hear. For more, catch Agency Nation radio on your favorite streaming platform or visit iamagazine.com/podcasts. https://www.linkedin.com/in/johnbachmann/ https://www.norwoodinsurance.com/

1s
Aug 03
Hungry for Knowledge: Insurance Careers with Carrie Shaw

I find it just fascinating that I can learn something new every day. It's been a wonderful career for me as an academic where I just want to constantly expand my knowledge and use my brain. I love working with business clients, helping them run their businesses and advising them on things that are going to affect their businesses. Carrie Shaw, account manager with Mirabito-Grsham Insurance and host Olivia Overman talk about insurance careers and how to attract more young people to the industry. Declaration of Independents on Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure—stories that helped make them the professionals they are today. From main street USA to the pages of Independent Agent magazine—we’ve got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit iamagazine.com/podcasts. Have a story to tell? Contact Susan Bonner, Big "I" assistant vice president of marketing and communications. https://mirabitogresham.com/ https://www.linkedin.com/in/carrie-shaw/

1s
Jul 20
People—Your Most Powerful Asset

A conversation with agency owner Jana Foster and Progressive’s Karen Bailo Creating an organizational culture where employee perspectives are valued, and staff feels part of something bigger fosters an environment where individuals and the organization flourish. Jana Foster owner of Nevada Insurance Agency Company and chair of the Big “I” national Young Agents Committee sits down with Karen Bailo, commercial lines president, Progressive to talk organizational culture, inclusion, and the importance communication and supporting the personal development of staff. Karen is what Progressive calls a “lifer. ” She’s been in the business for more than 32 years, starting as a service representative, moving onto many analytical roles and eventually leading the independent agency channel. Now, Karen leads the fast-growing commercial business as commercial lines president. “People are it for us, we know that our people are our most powerful asset as a company. Without our customer service teams and claims organization, all of our sales organizations, without our agents--we wouldn’t have a business. Progressive creates an environment where people feel valued and engaged and part of something special, ” says Karen. On this edition of Agency Nation Radio, hear Karen’s insurance origin story and glean insights from Progressive’s tested practices to help you create an inclusive, growth-minded agency culture. Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure-- stories that helped make them the professionals they are today. From main street USA to the pages of Independent Agent Magazine—we’ve got the stories you want to hear. For more, catch Agency Nation radio on your favorite streaming platform or visit iamagazine.com/podcasts. Have a story to tell? Contact Susan Bonner, AVP marketing and communications. mailto:susan.bonner@iiaba.net Learn more about Karen and Progressive at Progressive.com LinkedIn: Jana Foster https://www.linkedin.com/in/jana-schellin-foster-969667b1/ Karen Bailo https://www.linkedin.com/in/karen-bailo-a162138/

1s
Jul 08
Giving Back is Good for Business

Take two third generation agency owners, mix in a passion for giving back to the community and you've got one inspiring conversation that will make you rethink how you connect with your community and build a stronger business. Brock Elliott, Elliott Group Kansas and member of the national Young Agent Committee and Ben Rathbun, president of Rathbun Insurance and winner of the Dan Fulwider reflect on their shared history of giving and how it brought them together as friends. Find out how you can make giving back a part of your organizational culture and just feel good about what you do! Welcome Agency Nation Radio where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure--stories that helped make them the professionals they are today. https://noahsbandageproject.com/ https://www.elesplace.org/ https://www.linkedin.com/in/brock-elliott-7168568a/ https://www.linkedin.com/in/benrathbun/

1s
Jun 09
Rushing into Agency Ownership with Katherine Rushing

Welcome to Declaration of Independence. Today, we meet Kristine Rushing, co-owner and risk consultant at Rushing Insurance Agency in Pensacola, Florida. At the beginning of her career, Rushing interviewed with a bank and an insurance agency. The insurance agency was the first one to offer her a job—and so her insurance career began. When Nationwide released its exclusive agents from their contracts in 2008, Rushing and her now husband jumped at the opportunity to buy an agency. Being an agency owner showed Rushing a completely different side to the industry and confirmed insurance was the right career path for her. -- This is Declaration of Independents on Agency Nation Radio, where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure-- stories that helped make them the professionals they are today. From main street USA, to the pages of Independent Agent Magazine. Today’s episode is narrated by editor-in-chief, Will Jones, brought to you exclusively by Agency Nation Radio. Visit www.iamagazine.com/podcasts for show notes, agency information, podcasts, articles and more.

1s
May 27
Agency Nation Radio: CHUBB's Growing Cyber Concern

On today's episode, we welcome Bill Wise from CHUBB to speak on their latest white paper, Catastrophic Cyber Risks - A Growing Concern, hosted by Peter van Aartrijk. This podcast is brought to you exclusively by Agency Nation Radio. Visit www.independentagent.com/podcasts for show notes, agency information, podcasts, articles and more.

1s
May 06
One and Done: Saying "I Do" to Insurance with Robbie Moore

Welcome to Declarations of Independence. Today, we meet Robbie Moore, Executive Vice President at Blanchard & Calhoun Insurance in Augusta, Georgia. As a risk management graduate from the University of Georgia, he is a self-confessed insurance nerd and is quite literally infatuated with all things insurance. After choosing to begin his career at an independent agency, he’s remained there ever since, and is in love with insurance today as he was when he took his first risk management class. Welcome to Declaration of Independents on Agency Nation Radio where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure-- stories that helped make them the professionals they are today. From main street USA, to the pages of Independent Agent Magazine. Today’s episode is narrated by editor-in-chief, Will Jones, brought to you exclusively by Agency Nation Radio. Visit www.iamagazine.com/podcasts for show notes, agency information, podcasts, articles and more.

1s
Apr 22
Ready to Run the World: Women Leaders in Insurance

​According to a new study from Safeco Insurance and Liberty Mutual Insurance shows, 60% of employees in agencies are women, yet, they are underrepresented in leadership roles. The report also found that 1 in 4 female frontline staff don't feel they are given equal opportunity in their agency and more than one-third of female agency principals say they are often the only woman in the room. On this episode of Agency Nation Radio, we meet three women who are leaders in the independent agency channel. These women’s accomplishments illustrate the opportunities for women in the insurance industry, and their experiences represent the work that remains to be done to achieve parity. This episode features insight on women in the channel from Liz Nguyen, Vertafore's first female CTO; Crista Walker, vice president of agent engagement at Liberty Mutual and Safeco; and Kate Ferri Dawson, President of Ferri Dawson Insurance Group in Murrysville, Pennsylvania. Welcome to Declaration of Independents on Agency Nation Radio where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure-- stories that helped make them the professionals they are today. From main street USA, to the pages of Independent Agent Magazine. Today’s episode is narrated by Jana Foster, Owner of Nevada Insurance Agency Group, brought to you exclusively by Agency Nation Radio. Visit our website www.iamagazine.com/podcasts for more episodes, show notes and guest contact information.

1s
Apr 04
Welcome to the New Age: Embracing Digital with Dana Dattola

Dana took the reins at her family owned agency, implementing diverse work and marketing strategies, which provided a platform for the business to adapt to the pandemic. From building a recording studio in the now empty office to transitioning to a new AMS, Dana is a leader among new breed of trailblazing independent agency owners. Welcome to Declaration of Independents on Agency Nation Radio where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure-- stories that helped make them the professionals they are today. From main street USA, to the pages of Independent Agent Magazine. Today’s episode is narrated by editor-in-chief, Will Jones, brought to you exclusively by Agency Nation Radio.

1s
Mar 25
Ready to Launch: From Captive to Independent Insurance Agency with Ivan Hudson

*  After more than a decade leading a captive insurance agency, Ivan Hudson knew he was ready to launch into independent agency ownership. The story of Ivan Hudson Agency in Little Rock begins when Ivan recognized the advantage independence brings to his clients and the expansive business opportunities that follow. Hear how he finds his purpose and embraces the value he brings to the IA channel. *    Welcome to Declaration of Independents on Agency Nation Radio where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure-- stories that helped make them the professionals they are today.     From Main Street USA, to the pages of  Magazine and NOW on Agency Nation Radio...  Host: Will Jones, editor-in-chief of   Guest: Ivan Hudson, Ivan Hudson Agency, Little Rock, Arkansas

10m
Feb 17
Ready to Launch: From Captive to Independent Insurance Agency with Ivan Hudson

*  After more than a decade leading a captive insurance agency, Ivan Hudson knew he was ready to launch into independent agency ownership. The story of Ivan Hudson Agency in Little Rock begins when Ivan recognized the advantage independence brings to his clients and the expansive business opportunities that follow. Hear how he finds his purpose and embraces the value he brings to the IA channel. *    Welcome to Declaration of Independents on Agency Nation Radio where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure-- stories that helped make them the professionals they are today.     From Main Street USA, to the pages of  Magazine and NOW on Agency Nation Radio...  Host: Will Jones, editor-in-chief of   Guest: Ivan Hudson, Ivan Hudson Agency, Little Rock, Arkansas

1s
Feb 17
Doug Smart ( President) & Kyle Becker (Vice President) of Smart Insurance

Doug Smart and Kyle Becker of Smart Agency share stories of growth, successes and challenges, and how they made the most of the profitable, agency ownership transition. Attached is an excerpt from the (annual study published in partnership with the Big “I” - click here for more information about this dynamic resource). This document is part of the whitepaper that focuses on perpetuation and how agencies can rethink their internal strategies. Also linked here is Reagan Consulting’s Private Ownership Study from 2010 that outlines the four key pillars of perpetuation.  

1s
Dec 17, 2021
Doug Smart ( President) & Kyle Becker (Vice President) of Smart Insurance

Doug Smart and Kyle Becker of Smart Agency share stories of growth, successes and challenges, and how they made the most of the profitable, agency ownership transition. Attached is an excerpt from the (annual study published in partnership with the Big “I” - click here for more information about this dynamic resource). This document is part of the whitepaper that focuses on perpetuation and how agencies can rethink their internal strategies. Also linked here is Reagan Consulting’s Private Ownership Study from 2010 that outlines the four key pillars of perpetuation.  

24m
Dec 17, 2021
Chaundra Monday – Product Manager, Progressive Chris Ziance – Business Leader of Government Affairs, Progressive Robert Gordon – Sr. Vice President of Policy, Research & International, American Property Casualty Insurance Association

Host Kevin Brandt hosts this one with guests: CHAUNDRA MONDAY – Product Manager, Progressive CHRIS ZIANCE – Business Leader of Government Affairs, Progressive ROBERT GORDON – Sr. Vice President of Policy, Research & International, American Property Casualty Insurance Association Risk-based pricing. It’s a method used by insurers to set policy prices. But what rating variables are used and is risk-based pricing really the best tool to predict future losses? It’s a hot topic in insurance, but what does it really mean for the industry…and consumers? Our team of industry experts walks host Kevin Brandt through the whys and how it all works and explains where agents fit into the model and how it impacts them too. Join Chris Ziance, business leader of government affairs with Progressive Insurance; Chaundra Monday, project manager with Progressive; and Robert Gordon, senior vice president of policy, research, and international with the American Property & Casualty Insurance Association for this informative and interesting discussion. And before you click to get started, Agency Nation wants to share some fun facts about our guests!  When they aren’t talking actuarial science, this group has eclectic hobbies and stories of their own. Chris has run 39 marathons or ultramarathons in 33 states!  Chaundra is a huge fan of comedic true crime podcasts. And Robert has a long history on Capitol Hill. The first legislation he worked on as a committee counsel in the US House of Representatives was an insurance anti-redlining bill back in the early 1990s. You won’t want to miss all their insights!  

1s
Dec 10, 2021
Chaundra Monday – Product Manager, Progressive Chris Ziance – Business Leader of Government Affairs, Progressive Robert Gordon – Sr. Vice President of Policy, Research & International, American Property Casualty Insurance Association

Host Kevin Brandt hosts this one with guests: CHAUNDRA MONDAY – Product Manager, Progressive CHRIS ZIANCE – Business Leader of Government Affairs, Progressive ROBERT GORDON – Sr. Vice President of Policy, Research & International, American Property Casualty Insurance Association Risk-based pricing. It’s a method used by insurers to set policy prices. But what rating variables are used and is risk-based pricing really the best tool to predict future losses? It’s a hot topic in insurance, but what does it really mean for the industry…and consumers? Our team of industry experts walks host Kevin Brandt through the whys and how it all works and explains where agents fit into the model and how it impacts them too. Join Chris Ziance, business leader of government affairs with Progressive Insurance; Chaundra Monday, project manager with Progressive; and Robert Gordon, senior vice president of policy, research, and international with the American Property & Casualty Insurance Association for this informative and interesting discussion. And before you click to get started, Agency Nation wants to share some fun facts about our guests!  When they aren’t talking actuarial science, this group has eclectic hobbies and stories of their own. Chris has run 39 marathons or ultramarathons in 33 states!  Chaundra is a huge fan of comedic true crime podcasts. And Robert has a long history on Capitol Hill. The first legislation he worked on as a committee counsel in the US House of Representatives was an insurance anti-redlining bill back in the early 1990s. You won’t want to miss all their insights!  

24m
Dec 10, 2021
Sarah Brown, Keller Insurance Services

Jim Schubert interviews Sarah Brown from Keller Brown Insurance Services in Shrewsberry, PA. Sarah discusses her journey of perpetuating her parent's insurance agency, and how the pandemic altered their timeline. She also explains how she helped transform their agency's marketing from traditional media to 21st century digital marketing. And you'll learn about Keller Brown's philosophy of educating customers so they are empowered to make good insurance decisions, instead of just selling them policies.

27m
Dec 03, 2021
Sarah Brown, Keller Insurance Services

Jim Schubert interviews Sarah Brown from Keller Brown Insurance Services in Shrewsberry, PA. Sarah discusses her journey of perpetuating her parent's insurance agency, and how the pandemic altered their timeline. She also explains how she helped transform their agency's marketing from traditional media to 21st century digital marketing. And you'll learn about Keller Brown's philosophy of educating customers so they are empowered to make good insurance decisions, instead of just selling them policies.

1s
Dec 03, 2021
James Felton Keith

Insurance Industry Can Lead on DEI Solutions   Do you recall the early days of the insurance industry’s response with EPLI, D&O, and other emerging risks and coverages? Well, we are witnessing a vast new risk area with diversity and inclusion insurance. The industry can play a huge role as both an employer and risk taker. Moreover, there is a new standard (ISO 30415) that offers a measured way to assess and reduce risk and price coverage. The angles are everywhere; cyber risk, for example, increases rapidly with unhappy workers. Our guest James Felton Keith is at the very nexus of these developments, using his insurance expertise to make a difference. James joins Agency Nation radio with host Peter van Aartrijk to walk us through these developments and the strategic opportunity for agents, brokers and carriers in a new field, which goes well beyond the HR department!

1s
Nov 19, 2021
James Felton Keith

Insurance Industry Can Lead on DEI Solutions   Do you recall the early days of the insurance industry’s response with EPLI, D&O, and other emerging risks and coverages? Well, we are witnessing a vast new risk area with diversity and inclusion insurance. The industry can play a huge role as both an employer and risk taker. Moreover, there is a new standard (ISO 30415) that offers a measured way to assess and reduce risk and price coverage. The angles are everywhere; cyber risk, for example, increases rapidly with unhappy workers. Our guest James Felton Keith is at the very nexus of these developments, using his insurance expertise to make a difference. James joins Agency Nation radio with host Peter van Aartrijk to walk us through these developments and the strategic opportunity for agents, brokers and carriers in a new field, which goes well beyond the HR department!

34m
Nov 19, 2021
Advanced Data- with Ron Glozman of Chisel AI, Raghav Tannah of Tarmika, Ido Deutsch of Agentero and Ron Shroyer of Aureus Analytics with host Ray Roentz

The decision to invest in technology for your agency can be a difficult process if you don’t start with a goal in mind. What you can potentially do with the data generated from these technologies has endless possibilities. In this session we will discuss how having easier to work with technology partners and access to data can help you better understand your business, uncover clear new business and retention opportunities, maximize your carrier and client relationships by knowing what "good" business looks like and how agencies streamline the workflow of their staff to become more profitable than ever. We look forward to you joining us as we discuss these top of mind opportunities.

1s
Nov 05, 2021
Advanced Data- with Ron Glozman of Chisel AI, Raghav Tannah of Tarmika, Ido Deutsch of Agentero and Ron Shroyer of Aureus Analytics with host Ray Roentz

The decision to invest in technology for your agency can be a difficult process if you don’t start with a goal in mind. What you can potentially do with the data generated from these technologies has endless possibilities. In this session we will discuss how having easier to work with technology partners and access to data can help you better understand your business, uncover clear new business and retention opportunities, maximize your carrier and client relationships by knowing what "good" business looks like and how agencies streamline the workflow of their staff to become more profitable than ever. We look forward to you joining us as we discuss these top of mind opportunities.

49m
Nov 05, 2021
Sydney Hedberg & Isabelle Repinski

Agency Nation Radio Podcast Fireside chat with with host Heath Shearon and his guests Sydney Hedberg of Marsh McClennan and Isabelle Repinski of Lockton Companies and Marsh about attracting talent to the insurance industry. The insurance industry needs new talent and Sydney & Isabelle will share their thoughts and experience on how agencies need to be doing just that!

37m
Oct 22, 2021
Sydney Hedberg & Isabelle Repinski

Agency Nation Radio Podcast Fireside chat with with host Heath Shearon and his guests Sydney Hedberg of Marsh McClennan and Isabelle Repinski of Lockton Companies and Marsh about attracting talent to the insurance industry. The insurance industry needs new talent and Sydney & Isabelle will share their thoughts and experience on how agencies need to be doing just that!

1s
Oct 22, 2021
Jason Kilgo of Kilgo Insurance

Are you looking to create a sales culture in your insurance agency? Listen to Kelly Donahue-Piro from Agency Performance Partners interview Jason Kilgo of Kilgo Insurance on how they created a sales centric agency powered by Agency Zoom. 

1s
Oct 08, 2021
Jason Kilgo of Kilgo Insurance

Are you looking to create a sales culture in your insurance agency? Listen to Kelly Donahue-Piro from Agency Performance Partners interview Jason Kilgo of Kilgo Insurance on how they created a sales centric agency powered by Agency Zoom. 

27m
Oct 08, 2021
Fred Wharton & "Dr. Fraud" himself, Dr. Michael Skiba

In this episode, you will hear from two of the leading experts on insurance fraud. Host George Robertson sits down with Fred Wharton, president of North American Training Group and the International Fraud Training Group, and “Dr. Fraud” himself, Dr. Michael Skiba, vice president of International Counter Fraud Strategies with INFORM. During this discussion, you will learn how to detect potential fraud from your clients and employees and hear about some of the specific cases each of these experts have encountered. We also dive into the risk of cybersecurity and fraud in the digital age and discuss how InsurTech companies are using Artificial Intelligence to assist in detecting potential fraud

1s
Sep 24, 2021
Fred Wharton & "Dr. Fraud" himself, Dr. Michael Skiba

In this episode, you will hear from two of the leading experts on insurance fraud. Host George Robertson sits down with Fred Wharton, president of North American Training Group and the International Fraud Training Group, and “Dr. Fraud” himself, Dr. Michael Skiba, vice president of International Counter Fraud Strategies with INFORM. During this discussion, you will learn how to detect potential fraud from your clients and employees and hear about some of the specific cases each of these experts have encountered. We also dive into the risk of cybersecurity and fraud in the digital age and discuss how InsurTech companies are using Artificial Intelligence to assist in detecting potential fraud

33m
Sep 24, 2021
Amy Zupon, Vertafore

Adapted for the podcast from our Elevate Trilogy Data Conference from July, is this exclusive interview being released to the public for the first time. This one features Vertafore CEO Amy Zupon as she sits down with Big "I" president & CEO Bob Rusbuldt in an informal and candid discussion on the data and tech priorities and issues facing the independent agency channel and our industry. Hear how data and analytics have changed the way agencies operate. This session explores the technologies and innovations that generate real value for agencies and the end-insured, as well as technologies that right now are still more hype than substance.

38m
Sep 10, 2021
Amy Zupon, Vertafore

Adapted for the podcast from our Elevate Trilogy Data Conference from July, is this exclusive interview being released to the public for the first time. This one features Vertafore CEO Amy Zupon as she sits down with Big "I" president & CEO Bob Rusbuldt in an informal and candid discussion on the data and tech priorities and issues facing the independent agency channel and our industry. Hear how data and analytics have changed the way agencies operate. This session explores the technologies and innovations that generate real value for agencies and the end-insured, as well as technologies that right now are still more hype than substance.

1s
Sep 10, 2021
Eric Chemi of Team Insurance (NJ) with Host Kevin Brandt

* In this episode of Agency Nation Radio, Kevin Brandt of Trusted Choice sits down with Eric Chemi of Team and Total Insurance Solutions to discuss Eric’s interesting background, why he decided to start a scratch agency, and the trials and tribulations of starting and running a small business in the insurance industry. They cover a lot of ground during this discussion including marketing via Tik Tok, agency technology and agency alliances – and much more.

1s
Aug 20, 2021