『Planet of the Agents Insurance Podcast』のカバーアート

Planet of the Agents Insurance Podcast

Planet of the Agents Insurance Podcast

著者: Dave Baker
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【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり
The Ultimate Insurance Agents podcast for the property and casualty insurance industry. Grow your agency, retain clients, compete in the modern world.2021 Planet of the Agents マーケティング マーケティング・セールス 出世 就職活動 経済学
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  • Why Insurance Conventions Still Matter - Networking, Carrier Relationships & Business Growth
    2026/10/12

    *** Get Email and text templates, phone scripts with responses, and explainers for your insurance agency and staff. Get everyone on the same page so that you have a consistent voice and stop typing the same letters over and over. Start here -> https://insuranceagentsforms.com

    After a short hiatus spent developing exciting new products for the insurance industry, I’m back—and in this episode, I’m talking about one of the most valuable growth opportunities for insurance agents: attending insurance conventions.

    Fresh off two industry conventions, I share why face-to-face networking still matters in an increasingly digital insurance world. We’ll talk about building stronger relationships with insurance carriers, underwriters, wholesalers, vendors, and other agents, plus how a simple in-person conversation can lead to better market access, stronger submissions, new business opportunities, and long-term professional relationships.

    You’ll also hear practical tips for getting more value from insurance conferences, including the questions to ask carriers, why you shouldn’t just collect business cards, and how to follow up after the event.

    If you’re an insurance agent looking to grow your agency, develop carrier relationships, discover new insurance markets, and build a stronger professional network, this episode is for you.

    And make sure to subscribe to the newsletter on the website for upcoming announcements about new products being developed specifically for the insurance industry.

    Contact me at https://plnaetoftheagents.com

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    17 分
  • AI for Insurance Agents - Practical Ways to Work Smarter, Sell More, and Save Time
    2026/10/05

    AI is quickly changing how insurance agents work, but you don’t need to be a technology expert to take advantage of it.

    In this episode, we break down practical ways insurance agents can use AI to save time, improve client communication, streamline everyday tasks, and uncover new opportunities for growth.

    LINKS: https://insuranceagentsforms.com

    We’ll explore how tools like ChatGPT and other AI platforms can assist with emails, proposals, marketing, research, customer service, workflow automation, and more.

    You’ll also learn where AI works well, where human judgment still matters, and how to begin incorporating AI into your agency without overcomplicating your processes.

    Whether you’re completely new to AI or already experimenting with it, this episode will help you understand how to use AI as a practical tool to become more efficient, responsive, and competitive in today’s insurance industry.

    Find more insurance agent services and resources at: https://planetoftheagents.com

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    17 分
  • Why are people calling on the phone more than in the past?
    2025/10/21

    Why Clients Are Calling Insurance Agents Again instead of just sending emails and text messages? What is going on at you insurance agency.

    In this episode, we break down a surprising shift happening across the insurance industry: clients are picking up the phone again. After years of relying on email, portals, and text messages, more customers are calling their insurance agents directly—and the trend is stronger than ever.

    We explore the forces behind this change, including rising insurance complexity, digital communication fatigue, increasing anxiety around renewals, and the renewed desire for human expertise. If your agency’s phone is suddenly ringing nonstop, you're not imagining it. Something real is happening.


    -- Get access to templates, scripts, ready-made marketing and email on https://www.theagentspot.com/join - Discount code PLANET

    In This Episode, You’ll Learn:
    Why digital fatigue is driving people back to voice communication
    How rising premiums, new exclusions, and carrier pullouts are increasing client anxiety
    The role of trust and emotional reassurance in today’s insurance landscape
    Why email and text communication are failing more often
    How AI and automation are influencing client expectations
    The demographic shift affecting communication preferences
    What agencies can do to adapt to this trend—and reduce bottlenecks

    Who This Episode Is For:
    Insurance agency owners, producers, CSRs, brokers, and anyone looking to understand current client behavior and improve service workflows.


    -- Contact me and learn more at https://planetoftheagents.com/

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    18 分
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