ATO Podcast

May 27 2024
ATO Podcast artwork

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!! 

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#82 AI with CJ

May 27 2024 51 mins  
I had an absolute blast connecting and learning from CJ Hutsenpiller, owner of Hutsenpiller Insurance located in Mount Juliet, Tennessee. CJ always has been tech driven from automating processes, creating bots and now maximizing AI to improve efficiencies. In this episode, we dive deep into the very impressive, seamless lead process that his team uses, bots they use in the agency a

#81 Keeping It Going After 98 Years

May 13 2024 48 mins  
It was a pleasure to connect with Peter Covill, owner of Humphrey, Covill & Coleman. Peter, aka Peter Scotts, is the most recent owner of this family agency that started in 1926. This is anything but a dated agency. In this conversation we discuss how automation is used in the business, the modern culture that the business is run under and the variety of digital marketing proce

Intentional Development with Tamron Manning

Apr 29 2024 51 mins  
Always a pleasure to connect with Tamron Manning with Integrity Insurance out of Lexington, KY. Tam is a Business Owner in the Insurance Industry. He is intentional about growing a business and not just being an insurance agent. It's unique for an insurance agent to be this proactive early in their career to focus on growing the business and not just selling insurance. Tamron is a

#79 Get More Done Using RPA's with Mike Fusco

Apr 07 2024 49 mins  
RPA's aka Robotic Process Automation or as Mike Fusco call is Repetitive Process Automation. In most businesses there are repetitive processes that our team must handle over and over and over again. RPA's help automate this redundancy. Mike Fusco has employed a few of these RPA's to handle the mundane tasks. It saves his team time, a lot of time and a lot of money. Mike can tell yo

#78 A Guide to Acquisition With Colby Allen

Mar 25 2024 53 mins  
Mergers and Acquisitions is one of the hottest topics in the insurance industry. So many agency owners want to acquire another business. In this episode with Colby Allen, we cover all things in the acquisition process. Financing, what to look for in the agency, what to look out for, what to look for in the P & L, things to consider for valuations, things to consider with staffi

#77 CyberFin for Cyber Security with Daniel Metcalf

Mar 18 2024 43 mins  
In this episode, I connect with Daniel Metcalf, co-founder of CyberFin. Cyberfin specializes in Cybersecurity for the insurance industry. This is a solution that many of us in the insurance industry needed. We discuss how the origin and the need for a cybersecurity solution, how CyberFin protects our data, common mistakes insurance agencies make, the cyber crime that Daniel has wit

#76 Using All The Tools with Elis Umana

Mar 04 2024 48 mins  
Elis Umana started her insurance business less than two years ago. She is growing and thriving early in her career. Like all of us, she is figuring things out along the way. We discussed the tech and AI that she's using to help grow her agency. We also discuss her aggressive growth plans for both production growth and agency personnel growth. Tune in to hear about some of the lates

#75 Running Into The Storm with Maverick Pitchford

Feb 26 2024 47 mins  
This was a great episode with Maverick Pitchford founder of Bison Ridge Insurance out of Coweta, Ok. Maverick started this insurance agency under 2 years ago. With 3 young kids, Maverick has been intentional about a work life balance, making sure to be present in the family. This doesn't mean Maverick doesn't have lofty goals for Bison Ridge. He is putting the work in and seeing re

#74 Gould Is Gold with Zack Gould

Feb 19 2024 79 mins  
Always great to connect with Zack Gould. This was a very unique podcast because we were able to discuss the entire lifecycle of the G & N insurance business from beginning to the end. Sometimes we see someone or a business that has had success and assume they have it easy or that it was always like that. Seldom is that the case. Zack and Matt at G&N had a plan, a vision whe

#73 Hiring & Training with Vonda Copeland

Feb 12 2024 55 mins  
It was great to connect with Vonda in this episode. Vonda is an operations specialist Vonda has been working on, improving the Operations for over 20 years. In 2023 Vonda hired 17 people. We discussed at length the process of onboarding so many people in such a short period. We also discussed how she has transitioned the agency to a tech forward company. This is a great episode to