When Jamie Trovato left the captive insurance world to start his own independent insurance agency, he discovered how much more control you could really have over the customer experience. As he began investing more of himself into the technologies and processes that make an insurance agency run, one of the most striking things he discovered is how much customers will thank you when marketing automation is implemented effectively.
In this episode, Joel Zwicker and Jamie Trovato get into the nitty-gritty and super-practical details of:
Do not miss this important conversation with one of the insurance industry’s most forward thinking and customer-centric agency owners.
What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster? Find out here in the Connected Insurance Podcast, where Michael Jans discusses the biggest issues affecting the independent insurance agent and broker with the industry’s leading figures.
Joseph Talmadge – Senior Vice President of Heffernan Insurance Brokers
Steve Beard – Vice President of Customer Experience at The Zebra
Nicholas Ayers – Co-founder of i80 Insurance Solutions and Co-founder of the Insurance Agency Owners Alliance
Hugh Terry – Founder of The Digital Insurer
Matt Harris – Managing Director at Bain Capital Ventures
Doug Mohr – Vice President of Solution Consulting at Vertafore
Bob Rusbuldt – President & CEO of the Independent Insurance Agents & Brokers of America
Tom Doran – Partner at Reagan Consulting
Frank Sentner – Coordinator of the ACORD InsurTech Innovation Challenge
Phil Edmundson – Founder of Corvus Insurance Holdings
Neal Stanley – President of Palmetto Management Advisors
David Schwendiman – Client Enrollment & Retention Specialist
Brent Sheppard – President & Founder of Xanatek
Claudia McClain – President & Founder of McClain Insurance
Marc DeLeonibus – Co-founder of Bold Penguin
John Prichard – President of OLI Insurance Services, and Executive Vice President of Heffernan Insurance Brokers
Greg Wilkes – Partner at Insurance Solutions Group
Tyler McConvill – Vice President of Marketing at FMG Suite
Mike Mathisen – President of Colorado Insurance
Paul Hawkins – President & CEO of HawkSoft
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