Kevin Spann on Modernizing the Insurance Industry & The Power of Community | Connected Conversations

In this episode of the Connected Conversations in Insurance podcast, host Ray Huang of Canopy Connect welcomes Kevin Spann, a seasoned insurance professional and owner of five Allstate Insurance agencies in Queens, New York. Kevin shares his journey from a life underwriter trainee to agency ownership, emphasizing the importance of digital innovation, community involvement, and mentoring. He discusses the challenges and rewards of running multiple agencies, the role of technology in modernizing operations, and the significance of community and networking in achieving success. Kevin also talks about his podcast 'Wind Down with Kev,' where he connects with insurance agents across the U.S. Tune in for valuable insights into the evolving landscape of the insurance industry and learn how Kevin leverages technology and community engagement to stay ahead.

Connected Conversations in Insurance: Embracing Technology and Marketing StrategiesJoin Nick Berry and Heath Shearon, the 'Mayor of Insurance Town,' in this insightful episode of Connected Conversations and Insurance. They discuss the apprehensions of insurance agents towards technology, the evolution and current trends in InsureTech and marketing, and the importance of understanding what technology fits best for your agency.

From marketing on legacy media, direct mailers, to optimizing digital presence through websites and social media, this episode covers various strategies that have proven success. They also touch upon the significance of attending industry conferences and events, sharing personal anecdotes and professional advice. Stay tuned for practical tips and relatable experiences from two industry insiders.

Discovering Passion Through Insurance and Gardening: A Conversation with Michael Overstreet | Connected ConversationsIn this episode of Connected Conversations and Insurance, host Nick Berry talks with Michael Overstreet, the CMO of Heritage Insurance Agency and creator of the 'gardening nerd' YouTube channel. Michael shares his unique journey into insurance, his transition to a CMO role, and the importance of creating engaging content. He emphasizes the significance of having a personality in marketing and how his passion for gardening has enhanced his insurance business. Discover how Michael has successfully integrated his hobbies into his professional life, creating a crossover that enhances both his personal brand and his business reach.Follow MichaelInstagram: the_garden_nerdYoutube: https://www.youtube.com/c/TheGardenNerdFacebook: https://www.facebook.com/mdoverstreetCanopy Connect: https://www.usecanopy.com/agencies

How Mastering Niches and Content Marketing Can Transform Your Insurance AgencyIn this episode of Connected Conversations and Insurance, host Nick Berry interviews Ron Wadley, founder of Insurance for Texans, about his insurance agency's transformation and success. Ron explains how his agency shifted from primarily personal lines to a dominant commercial line focus, revealing the strategies and decisions that led to this change. The discussion delves into the importance of selecting a niche, such as church and educational opportunities, and creating targeted content to attract and retain clients. Ron also shares valuable advice on leveraging technology and maintaining effective marketing efforts. This episode is filled with practical insights for insurance professionals looking to grow their business through specialized services and content marketing.

Boosting Insurance Sales with LeadForce360: An Interview with Founder Kelby Steele

In this episode of Connected Conversations on Insurance, Ray Huang from Canopy Connect sits down with Kelby Steele, founder of LeadForce 360, to discuss efficient lead generation and sales automation for insurance agencies. Kelby shares detailed insights into how LeadForce 360 automates and streamlines the recruiting, sales, and service processes in the insurance industry. He elaborates on the advantages of creating exclusive, non-shared leads and integrating seamlessly with various CRMs like AgencyZoom. Kelby also emphasizes the importance of sales technique and niching down to become an expert in specific fields. Offering free resources, training, and even a trial lead, LeadForce360 aims to transform the way insurance agents handle leads and generate business.

Unlocking SEO and Local Search: Tips for Insurance Agents with Chris LangilleIn this episode of Connected Conversations in Insurance, host Nick Berry sits down with Chris Langille, founder of Advisor Evolved, to discuss the dynamic landscape of SEO and local search for insurance agencies. Chris delves into the complexities of Google's ever-changing algorithms, the impact of AI on organic search results, and the importance of a well-optimized Google Business Profile. He offers actionable advice on the significance of Google reviews, leveraging paid ads, and how insurance agents can stand out locally. Tune in to gain valuable insights that could revolutionize your approach to digital marketing and organic search.Advisor Evolved: https://advisorevolved.com/Canopy Connect: https://www.usecanopy.com/

In this episode, Nick Berry sits down with Austin Moorhead from Lava Automation to discuss the power of virtual assistants (VAs) and remote hiring in the insurance industry. They dive into the challenges agencies face when integrating offshore staff, from workflow creation to hands-on training and communication.

Austin breaks down common misconceptions about VAs and explains how they can handle unlicensed tasks, freeing up licensed agents for more complex work. He shares best practices for onboarding, daily check-ins, and using tools like Tango and Loom to document workflows effectively. The conversation also highlights TurboDial, a new phone system integrated with AgencyZoom accounts, designed to improve remote communication. Austin offers insights into Lava Automation’s hiring process and how they help agencies find the right candidates for their teams.

If you're considering VAs or expanding remote operations, this episode is packed with practical advice to help you get started!

In this episode ofConnected Conversations in Insurance, Nick Berry sits down with Roberto Salinas to explore the transformative role of AI in the insurance industry. Roberto introduces Gail, an AI tool developed by Lula to streamline customer interactions and enhance agency efficiency. Originally built to manage Lula’s high volume of customer calls, Gail is now helping insurance agencies optimize their workflows without replacing human expertise.

Nick and Roberto discuss the real-world impact of AI on customer experience, data management, and operational efficiency. They also tackle the challenges of tech adoption in insurance and why it’s crucial to focus on solving problems rather than just implementing solutions.

From automating routine tasks to enabling personalized customer interactions and targeted advertising, this episode dives deep into how AI is shaping the future of insurance.

- How AI can free up agents for high-value tasks
- Overcoming resistance to tech adoption in insurance
- The future of AI-powered customer interactions

If you're curious about the role AI can play in your agency, this conversation is packed with insights you won’t want to miss!