Episodes
In this episode, Bradley and Scott sit down with Kat Ternes, CEO of Indium. The guys and Kat talk about the different cluster groups and market access companies out there, what to look for, and what to expect. Kat also discusses the recent acquisition and how it affects the industry.
Published 04/24/24
In this episode, Bradley and Scott sit down with Clinton Houk, Scouting Manager from State Farm Ventures. Clint takes the guys through what State Farm's Venture and Innovation Group does and how this provides a unique insight into the rest of the industry.
Published 04/17/24
Published 04/17/24
In this episode, the guys sit down with Joey Bouchard from Quotewell, a tech-driven wholesale broker who delivers a responsive and transparent experience. The guys discuss the current state of the market, how to start a wholesaler, Quotewell's journey into the insurance space, and Bradley and Scott discuss starting an Onlyfans account. Contact Joey Bouchard at [email protected]
Published 04/10/24
In this episode, Bradley and Scott sit down with Jason Hansen from Fig Insurance. Jason takes us through his unique strategy that led to acquiring 22 insurance agencies and counting.
Published 04/03/24
In this episode, Bradley and Scott sit down with Brett Merrill and Katy Welch Cintron from Merrill Insurance. Katy and Brett walk the guys through their employee review process, how to properly scale through hiring a COO, and much more. /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in...
Published 03/27/24
In this episode, Bradley and Scott sit down with Andrew Filar. Andrew walks the guys through how he built a $37 million Allstate agency from scratch in five years through proper lead management.
Published 03/20/24
In this week's episode, Bradley and Scott catch up on things and also talk through their new platform for agents, mindyouragency.com. /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to...
Published 03/13/24
In this episode, Bradley and Scott discuss the current state of Insurtech with Pat West from b atomic. /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and...
Published 03/06/24
In this episode, Scott and Bradley talk with acclaimed life insurance expert and sales guru Van Mueller (pronounced MILLER). Van shares his proven strategies for selling over 800 life insurance applications in just eight months. He highlights the importance of asking thoughtful and strategic questions to engage clients and build trust, offering valuable solutions for their financial needs like life insurance and retirement planning. Van emphasizes the power of practicing these questions...
Published 02/28/24
In this episode, Bradley takes us through the recent acquisition he made. /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to hawksoft.com/insuranceguys and mention the Insurance Guys...
Published 02/21/24
In this episode, Bradley and Scott sit down with their friend Doug Benz from New Buffalo Insurance; Doug takes the guys from his journey as a sports illustrated photographer all the way to insurance agency owner and president of the Big I New York and how that has helped him land some key carrier appointments. /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide...
Published 02/14/24
In this episode, Bradley and Scott sit down with fan favorite Matt Naimoli from G&N Insurance on what happens when you sell your agency. /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go...
Published 02/07/24
In this episode, Bradley and Scott sit down with Lisa Loundsbury, the president of the Big I New Work and a co-founder of Catalyit. /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to...
Published 01/31/24
In this episode with Bradley and Scott, Bradley takes us through the process of the agency he just acquired, how he found it, what he learned, what he would do differently, and what went wrong. /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for...
Published 01/24/24
In this episode, Bradley and Scott discuss the upcoming Hawksoft User Group Conference with Amelia Jach and Brent Thurman.  /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to...
Published 01/17/24
In this episode, Bradley and Scott sit down with Alan and Drew Kinney with Kinney Insurance. The guys discuss the Kinney's transition from a small-town agency to a big agency. Enjoy the show! /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself...
Published 01/10/24
Bradley and Scott sit down with Chris May from LTN Insurance in this episode. The guys discuss taking investors in your insurance agency, why it’s a good or not so good idea, and some alternatives. /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for...
Published 01/03/24
Bradley and Scott go solo and deep into end-of-the-year issues, thoughts, and conspiracies in this special episode of The Insurance Guys Podcast! /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected]...
Published 12/27/23
In this episode, Bradley and Scott sit down with Maverick Pitchford from Bison Ridge Insurance; Maverick tells the story of starting his agency and shares the principles that got him to where he is today. Enjoy the show! /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your...
Published 12/20/23
In this episode, Bradley and Scott sit down with IGP staple and friend David Carothers, who updates us on what he has going on, shares his experiences in the industry and how he has navigated challenges and maintained his success. He also talks with the Guys about what it takes to have a "real producer" and create an effective sales team.  /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive,...
Published 12/13/23
In this episode, Bradley and Scott sit down with Matthew Layson from Calrose Insurance. Matthew talks about coming into the agency and maximizing his new presence on TikTok. /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year....
Published 12/06/23
On this episode, Scott and Bradley talk with guest, "Mr. #KeepHustling" Aaron Gordon, discussing topics such as their experiences in the insurance industry, dealing with difficult situations, and the importance of maintaining strong client relationships. The conversation also delves into Aaron's newly released Keep Hustling Podcast, which will share business and life stories of perseverance and success, encouraging others to push through challenges. The Guys emphasize the theme of doing well...
Published 11/29/23
In this episode, Bradley and Scott sit down with Cyrus Jaffrey from CJ Insurance. Cyrus shares his story of transitioning from humble beginnings to building the successful agency he has today. He provides tactical and inspirational tips to help other entrepreneurs grow their business. Tune in to gain valuable insights on how to make your mark in the insurance industry. /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency...
Published 11/15/23
In this episode, Bradley and Scott sit down with Scott Cox for an in-depth consulting session where the guys help him with his agency. /////////////  SPONSORS:  HawkSoft Agency Management System Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact [email protected] or go to...
Published 11/08/23