In this conversation, Matthew Vega-Sanz interviews TJ Hooper from Hooper Agency, a second-generation insurance agency. They discuss various topics related to the insurance industry, including the evolution of the agency, the importance of customer service, the use of virtual assistants, and the impact of AI on the industry. TJ shares his insights and experiences, highlighting the need for flexibility and adaptability in the changing market. He also acknowledges the potential benefits and concerns of AI in insurance. Overall, the conversation provides valuable insights into the challenges and opportunities in the insurance industry.

01:16 Getting into Insurance

02:08 Evolution of the Agency

03:30 Customer Service in Insurance

04:41 Adapting to Changing Markets

05:57 The Importance of Service

07:00 Utilizing Technology: Virtual Assistants

08:11 Enhancing Web Presence and Communication

10:18 Flexibility and Customer Experience

11:16 What Excites About Insurance

13:05 Virtual Assistants and BPO Services

15:28 Concerns and Thoughts on AI

In this episode, host Matthew Vega-Sanz interviews Boss Fetty, an insurance agency owner, about his journey in the insurance industry and the role of artificial intelligence (AI) in insurance. Boss shares how he started in insurance and his transition from working at State Farm to becoming an independent agency owner. He discusses the benefits of the independent route and the importance of finding a niche in the insurance market. The conversation then shifts to the rise of AI in insurance and the need for insurance professionals to embrace and integrate AI into their businesses. Boss highlights the potential of AI to increase efficiency and improve customer service.

01:02 Getting Started in Insurance

03:02 Exploring Different Insurance Routes

04:36 Finding a Niche in Insurance

07:15 The Rise of Artificial Intelligence in Insurance

08:27 The Importance of Embracing AI

09:22 Implementing AI in the Insurance Business

10:40 Evaluating Emerging Technologies

12:03 The Human Touch in the Age of AI

13:34 The Value of AI Designed for Insurance

Maria Vila, past executive of the largest Hispanic Insurance Agency Association in the country, shares her journey in the insurance industry and the fulfillment it brings. She emphasizes the importance of insurance in people's lives and the opportunity for agents to be part of significant moments. Maria also discusses the importance of providing excellent customer service and the value of associations like LAIAA in helping agents level up. She highlights the need for agents to embrace new technologies and find ways to implement them effectively.

01:08 Getting into Insurance

03:05 The Fulfillment of Working in Insurance

04:20 Providing Excellent Customer Service

06:05 Overcoming Challenges as a Woman in the Insurance Industry

07:16 The Importance of Insurance Associations

09:22 The Latin American Association of Insurance Agencies

10:57 Evaluating and Implementing New Technologies

13:54 Use Cases for Technology in Insurance

15:01 The Power of the Human Connection

18:43 Excitement in the Insurance Community

Elis Humana, owner of Conexion Insurance Agency, shares her journey into the insurance industry and the importance of attracting younger generations. She emphasizes the vitality of insurance and the relatively low barrier to entry. Elis discusses her experience in both personal and commercial insurance and how she learned the industry through reaching out to underwriters and studying guidelines. She also highlights the importance of implementing technology and AI to automate repetitive tasks and improve efficiency. Elis navigates the challenges of being a young agent in an industry dominated by older professionals and expresses excitement for the future of insurance and the disruptive potential of technology.

01:26 Interest in Insurance and Attracting Younger Generations

02:16 The Vitality of Insurance and Barrier to Entry

03:27 Personal and Commercial Insurance

04:10 Learning the Insurance Industry

05:05 Transitioning to Entrepreneurship

06:31 Choosing Tools and Technology for the Agency

08:58 Evaluating Trends and Implementing AI

11:32 Implementing AI in Day-to-Day Operations

13:26 Analyzing the Cost and ROI of Technology

16:16 Navigating the Insurance Industry as a Young Agent

18:30 Excitement for the Future of Insurance

In this episode, Matthew Vega-Sanz interviews Nick and Erin Rains from Rains Insurance Agency. They discuss their journey into the insurance industry, the challenges of the current hard market, and the importance of providing exceptional service to clients. They also talk about the keys to their long-term business success and how they evaluate new technologies, particularly AI, in the insurance industry. The conversation highlights the potential of AI to improve efficiency and customer service in insurance agencies.

03:48 The Challenges of the Insurance Industry

07:36 The Importance of Service in a Hard Market

09:20 Adapting to the Changing Insurance Landscape

12:12 Keys to Long-Term Business Success

16:33 Evaluating New Technologies in the Insurance Industry

20:26 Exploring the Use of AI in Insurance

22:12 Conclusion and Final Thoughts

In this episode, host Matthew Vega-Sanz interviews Jason Killings, an insurance agency owner and startup founder, Jason Killings. Jason shares his unique journey from being a pilot to entering the insurance industry. He discusses the distribution channels that have worked for his agency and the shift towards online operations. Jason also talks about his experience transitioning from a producer to an executive and managing multiple roles. He explains the inspiration behind his startup, LeadVault, and how it utilizes AI in insurance processes. Jason emphasizes the importance of embracing technology and the value of insurance in society.

01:35 Agency Ownership and Insurance Focus

02:20 Distribution Channels and Office Operations

03:40 Utilizing Text Messaging and Online Presence

06:06 Transitioning from Producer to Executive

07:25 Managing Multiple Roles and Launching LeadVault

09:02 Inspiration for LeadVault and Unique Features

10:00 Balancing Insurance and Startup Founder Roles

10:54 Success Factors for Insurance Agencies

11:57 Evaluating Technology Trends in Insurance

12:13 AI as a Tool for Efficiency and Customer Service

16:01 Using AI in Surplus Lines Renewals

17:35 Addressing Doomsday Preppers and AI Skeptics

18:59 The Value of Insurance and Embracing Technology

24:13 Excitement for the Insurance Industry

In this conversation, host Matthew Vega-Sanz interviews Alexis Gutierrez, successful agency owner of New Era Insurance. They discuss Alexis' journey in building a thriving business in insurance, starting with no industry experience or contacts. Alexis emphasizes the importance of asking questions and seeking help to grow in the industry. They also explore the role of psychology in sales and the benefits of continual learning. The conversation highlights the potential of AI in insurance, particularly in enhancing the client experience and improving marketing efforts. Alexis shares her insights on implementing AI and the opportunities it presents for agency owners.

--

Building a Thriving Business in Insurance

Getting Started in the Insurance Industry

Focus on Personal Lines and Commercial Lines

Experience with Non-Admitted Lines

The Importance of Asking Questions

The Role of Psychology in Sales

Continual Learning in the Insurance Industry

The Benefits of Asking for Help

The Role of AI in Insurance

Implementing AI in the Agency

Opportunities for AI Implementation

AI in Marketing

The Benefits of AI in Insurance

This week we're joined by Bradley Flowers, founder of Portal Insurance, discusses his journey in the insurance industry and the importance of embracing innovation. He shares how he started Portal and the role technology plays in enhancing customer experience.

(03:24) Starting Portal and Embracing Innovation

(04:42) Personal Lines and Commercial Insurance

(06:36) Filling the Gap in the Market

(08:25) Understanding Customer Needs

(09:35) Empathy in Customer Interactions

(14:12) Entrepreneurial Drive

(17:19) Scaling the Business and Delegation

(19:50) Adopting Technology and AI

(24:24) Learning from Experience and Taking Risks

(26:42) The Role of AI in the Insurance Industry

(34:08) Embracing Technology and Learning from Other Industries

(36:53) Lessons from Steve Jobs

Sign up for this week's Webinar here! https://us06web.zoom.us/webinar/register/5717054228569/WN_ngLbUvRIQG6TSGz9gBg4bg