Insurance Agents Talk Shop

Jul 02 2024
Insurance Agents Talk Shop Podcast artwork

Lively discussions with insurance agents and other insurance professionals regarding issues of the day, challenges experienced, successes enjoyed, innovations explored, and more. Join us to gain insights – unless you already have “all the answers”. Hosted by Doug Coombs, Chief Marketing Officer for SIAA – the largest network of independent insurance agencies in the United States. 

RSS feed Share
Copy RSS


Subscribe on Podcast Addict


How's Your Website Really Doing?

Jul 02 2024 33 mins  
You know your website speaks to your credibility as a business and insurance agency, so how frequently are you reviewing it to make sure it fits well in your strategy for lead generation and client service?Our guest for this episode, James Amezcua, Sales Director at Lift Local joins us for an engaging conversation that includes the importance of catering to Google’s search engine

Leveraging Tech to Elevate Agency Sales and Service

May 20 2024 35 mins  
How familiar are you with Customer Relationship Management (CRM) systems and Net Promoter Scores (NPS)?We're joined by Torey Maerz, Co-founder and CEO of ClientCircle by Rocket Referrals, who sheds some light on how important these systems can be to understanding your insurance agency’s client base and attracting new clients.Torey’s career is one that has focused on the use of

Agency Interaction with Prospective Clients

Mar 26 2024 35 mins  
With so much emphasis on technology these days, it’s easy to lose sight of our own personal interactions with prospective clients in the sales process.We're joined by Kelly Donahue-Piro, President at Agency Performance Partners (APP), who shares the results of her team’s 2023 Secret Shopper Program targeting independent insurance agents – the results just might surprise you.K

Agency Management Systems – A Critical Component of Agency Operations

Feb 19 2024 31 mins  
In today’s environment, the agency management system (AMS) has indeed become a critical component of agency operations. It’s time to get rid of, or at least reduce your reliance on, that paper filing cabinet. These days, an AMS can really help you get to that paperless office, while increasing your overall agency efficiency.We're joined by Michael Ley, Director of Network Relat

Integrating Technology Into Agency Operations

Jan 15 2024 30 mins  
Technology keeps advancing and improving, making it difficult to know when and what to choose for systems that will help insurance agency operations become more efficient. In this episode of IATS, we consider the systems most needed by, and order of implementation at, insurance agencies.We're joined by Michael Streit, General Manager of EZLynx, who helps us to understand the most c

Taking Stock

Dec 18 2023 21 mins  
2023 was a challenging year for the insurance industry and insurance agents, to say the least. In this episode of IATS, Doug Coombs invites listeners to take stock of their current situation and discusses items to consider as we head into the new year. The approach is not to provide a series of recommendations, but to ask, “Have you considered this?” as a means for helping your

Improving Retention With Cross-Selling

Oct 31 2023 32 mins  
In today's business landscape, keeping existing clients is crucial. Cross-selling, or offering your current clientele complementary products and services, is an important strategy that can significantly boost client retention. Dive with us into this episode of IATS, as we discuss effective cross-selling and its role in maintaining client loyalty.We're joined by Steve Tombarelli, Se

Preparing to Sell Commercial Lines

Oct 17 2023 35 mins  
Are you ready to master the art of selling commercial lines insurance? Join us as we dive into this complex sphere with guest, Jerry Thacker, Agency Growth Coach at AHA Insurance Network. In this episode, you will learn how agents can cater to the diverse needs of businesses, explore the profound differences between personal and commercial lines, and delve into the four types of li

Insights and Inspiration from IA Evolve 2023

Oct 03 2023 38 mins  
Join us as we explore the insights and ideas that came to life at IAEvolve! In this episode, our guests, Brendan Mulcahy, Vice President of Technology and Innovation Partnerships at SIAA, Jillian Wolley, Marketing Manager, Partnerships at SIAA, and Lisa Grover, Vice President of Marketing at SIAA, share their unique perspectives and reflections on what has become the premier virtua

Maintaining Strong Carrier Connections: A Conversation with Jeff Bair

Sep 19 2023 33 mins  
Get ready for a riveting journey into the world of insurance! We're ecstatic to have with us Jeff Bair, head of IA Marketing and National Accounts at Foremost Insurance, who shines a spotlight on the delicate dance between insurance agents and carriers. Market complexities abound, and maintaining customer trust while navigating premium increases is no cakewalk. Jeff deciphers these