Displaying episodes 61 - 90 of 107 in total
Selling as a Puzzle Instead of a Zero-sum Game
Co-Author of sales coaching book Same Side Selling, Ian Altman, is on air this week with Charlie Venus in part 1 of a 2-part series. In this episode of Charlie's Corne...
Texting made EZ with EZLynx
We all know who Alexa and Siri are, but have you heard about EVA? If not, be sure to tune into this week’s episode with Shaun McNeill from EZLynx. Communicating with i...
Engaging and Retaining the Connected Consumer
Stuart Ganis of marketing and management software provider ITC joins us on the podcast this week to highlight why it is important for independent insurance agents to s...
Insurance Producer or Risk Manager? (Part 2)
In part two of this episode, Scott continues to engage us as he compares an insurance agent’s process to that of a medical doctor. He also recommends meeting with a lo...
Insurance Producer or Risk Manager?
Scott Addis, of Beyond Insurance joins us for a two-part episode. In section one, we review the 5 steps process to risk management. Insurance agents listening in will ...
Tech Tools make Managing During a Pandemic Easier
We are joined by one of Iroquois’ member agencies, Alex Sze, of Century Max Insurance in Flushing, N.Y., this week. Alex’s agency is located at what was ground zero in...
Understanding The Hartford’s Middle Market
Tracey Ant, the SVP and Head of Field Sales and Execution at The Hartford, sits down with trusted advisor Charlie Venus to discuss their capabilities and appetite in M...
An Insider's Guide to What's Changing in Small Commercial
A major player in Small Commercial joins us on the Trusted Advisor podcast this week. Matt Kirk, SVP and Chief Sales and Distribution Officer for Small Commercial at T...
Don’t Call it the New Normal - A COVID Conversation with Dr. Cornelius
Dr. Erin Cornelius joins the Trusted Advisor Podcast again to check back in on our COVID-19 mental health. With her refreshing attitude and relatable examples, this CO...
Are you Harnessing the Power of the Web?
Owner and Founder of Forge3, Jeff Teschke, sits down with The Iroquois Trusted Advisor to talk about how important good websites are for independent agencies. Jeff an...
On the Job with Ken Bull
This episode comes to you from the Trusted Advisor Vault. Recorded before the world crashed into a pandemic, Ken Bull gives us a look into the daily life of an Iroquoi...
How to put the Count into Accountability for Yourself and your Team
If you need an extra boost of energy in your office, to say nothing of an accountability partner, listen in to this week’s podcast. Sheldon Snodgrass, owner of SteadyS...
Charlie's Corner Shines a Spotlight on CNA Part 2
Charlie Venus is joined by CNA’s Senior VP and COO of Middle Market and by their Senior VP of Customer Segments as they continue their two-part conversation. Last week...
Charlie’s Corner shines a spotlight on CNA
On this episode of Charlie’s Corner, Charlie explores CNA’s successes in Middle Market with its two key leaders, Julie Stephenson and Dieter Korte. Listen in as they ...
From zero to $50 Million in 4 years
The Trusted Advisor is speaking to one of our very own Regional Managers this week. Cameron Cardinal joins us from down the Mississippi River, in Louisiana to be exact...
A Big Talk with The Big I
Charlie Venus is joined by Bob Rusbuldt, President and CEO of The Big I. Together they cover everything from the impact of COVID-19 on the insurance industry, to agenc...
Covenant Not to Compete vs Non Piracy Clause
Iroquois’ in-house counsel Janine Fodor is back in the studio with the Trusted Advisor Podcast to review the main differences between a covenant not to compete and a ...
The Impact of Social Inflation
Charlie Venus joins the Trusted Advisor once more as a guest before taking on a hosting role. If as an agent, you have been struggling to explain the increase in liabi...
Accounting Do's and Don'ts
Everyone loves to be paid, and it’s even better when it is the right amount. Insurance agencies don’t always have an accountant on staff but it’s critical to place thi...
How to keep the Social in Social Media
Carol Cole of XS Brokers thought she was applying only for the open marketing rep role at XS Brokers. However, after a brief mention of their social media page in her ...
Mining your Data to Power-up your Business
If your agency has been looking for a way to get more out of the data you collect, look no further. Raution Jaiswal, Founder of InsuredMine joins the Trusted Advisor t...
Changing Agency Management Systems- What to Consider
Do you stay with what you know or entertain new options? Susan Sellberg, president of a six-location insurance agency, describes their company’s experience changing to...
Specificity & Succeeding in Middle Markets
Navigating middle markets can be as confusing as defining the term "middle market" which can vary by agency, carrier, and region. Lucky for you, Charlie Venus joins us...
Live Oak Lending with Mike Strakhov
Michael Strakhov, from Live Oak Bank, joins us on the podcast with a comprehensive list for both sellers and buyers to think about before an acquisition. From tips lik...
Are you Overexposed in the Cyber World?
As our dependence on technology increases, so does the risk of data exposure to hackers. Mike Hendrix, president of Both, Branch & Hendrix Agency in New York state, be...
COVID-19's Impact on E&O
COVID-19 is having an unprecedented, and still evolving, impact on agency E&O claims. Chris Burand, E&O author and Certified Business Appraiser, provides some astonis...
On the Job with Kurt Keller
Have you ever been curious about what a day in the life of an Iroquois Regional Manager looks like? Kurt Keller is here to share with us why he loves working in this i...
Selling in Chaotic Times
Maryellen May of Door3 Coaching and Training takes us on a journey. In this episode, we head to the land of Oz where Maryellen relates Dorothy’s experience to the buye...
New Normal for Marketing Reps
This pandemic has flipped many things upside down, but one constant is that carrier marketing representatives are still there for your agency. The meetings may not be ...
Does Your Agency have a Digital Pulse?
Want a good - and free - client retention tool? You already have one and it’s called social media. Insurance agent turned social media guru Justin Lair talks to The ...