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ATO Podcast

ATO Podcast

著者: Brad Boldt
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My Name is Brad Boldt, Owner of Ameriguard Insurance Agency. My mission on this podcast is to help insurance agencies become bigger, better, stronger business owners. Most of us are insurance agents that evolve into owning a business. Becoming a business owner is often an after thought. By developing as a well rounded business owner earlier, we can avoid some costly mistakes. I'll be interviewing insurance agents, insurance companies and insurance professionals from across the country to help us grow together. We'll be discussing marketing, growth, hiring, acquisitions, challenges, mistakes and wins. Enjoy!!

© 2024 ATO Podcast
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エピソード
  • #87 How Can GAIL Help You? with Roberto Salinas & Elis Umana
    2024/08/12

    What entertaining and fun conversation with Roberto Salinas of Lula and Elis Umana founder of Conexion Insurance and Agency Scriptsure. We discussed GAIL, the generative AI Tool by Lula. GAIL is a Voice Powered AI Tool to that can help your insurance agency in so many ways. It can help as an after hours call service, replace an annoying phone tree, route your calls to the correct department as well as create outgoing calls for cross sells, renewals, prospects, just about anything that you program it for. AND IT SOUNDS REAL!! Roberto is awesome. He has a great backstory on the problem their insurance agency was having and how this lead to creating a solution which became GAIL. Elis has become the go to specialist for building out GAIL. The demand for her consultations became so high, she created a side business for helping other agents build out this program. The name of the business is https://agencyscriptsure.com/. You'll enjoy this episode!!

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    57 分
  • #86 Human Wiring with Jessica Klatt
    2024/07/22

    Jessica Klatt, a human wiring specialist and founder of Be Industries to discuss all the benefits of using the unique Acumax personality assessment tool to help business owners hire, communicate and work more efficiently with their team of people. This was a really interesting discussion on how we are all programmed. Jessica is a business coach, consultant, mentor and speaker. I truly enjoyed this conversation and learned a lot.

    https://wiredtobe.com/services

    🏢 Creating a training and communications department for a growing company. 0:01
    🚀 Entrepreneurship journey with ups and downs. 4:58
    🧠 Personality assessments and their impact on leadership development. 9:59
    👥 Using personality assessments for hiring and team alignment. 17:53
    📋 Hiring and assessing candidates for roles based on their personality traits. 22:11
    📈 Assessments for business growth with a focus on culture and fit. 26:22

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    35 分
  • #85 Constantly Evolving with Chris Langille
    2024/07/08

    Chris Langille, founder of Advisor Evolved, is well known within the Independent Insurance space as a premier website provider. Advisor Evolved is more than just a website provider. Chris is a SEO expert, a Digital Marketer and for some a consultant. Advisor Evolved delivers on their promise to provide the white glove service and an insurance specific website that helps you grow and win. And he's one good dude. Enjoy this episode!!

    https://advisorevolved.com/

    0:00 🕛 Vetting marketing agencies and vendors
    8:38 🕣 Expanding insurance agency services to new verticals, including lenders, and analyzing competitors' websites for SEO insights
    11:57 🕚 SEO strategies for insurance agencies in 2024
    16:49 🕓 SEO and local search optimization for insurance agencies
    22:21 🕕 SEO strategies for insurance agencies, including content creation and social media promotion
    26:59 🕧 Using Google Ads for local traffic marketing
    32:32 🕟 Best practices for closing internet leads in the insurance industry
    38:35 🕣 Digital marketing strategies for local businesses
    44:25 🕔 Wrap-up and final thoughts

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    51 分

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