Facebook
Twitter
LinkedIn

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Lorin Montgomery, Vice President at Corporate Insurance Advisors, LLC. Lorin talks about her journey to moving from the company side to the brokerage side.

Episode Highlights:

  • Lorin shares her background. (2:26)
  • Lorin shares a story of how she moved from the company side to the brokerage side. (3:29)
  • Lorin mentions one of the reasons why she wanted to move from the company side to the brokerage side. (13:10)
  • Lorin shares what she’s currently doing at Corporate Insurance Advisors, LLC. (17:46)
  • Lorin explains why producers tend to be expedient. (20:26)
  • Lorin shares her experience with writing contractors. (28:51)
  • Lorin mentions that she’s the Director for the National Association of Women In Construction. (34:57)
  • Lorin gives a piece of advice to new producers. (45:14)

Tweetable Quotes:

  • “The workings of retros, large deductibles, lost development, and triangulation gave me a really solid background or backbone for doing what I do now.” – Lorin Montgomery
  • “You’d be stupid not to acknowledge the fact that you’re a woman in a man’s occupation, but I just never let it bother me. I just did my thing. I told people what I knew. I helped them understand their insurances and I was very, very successful on the company side. Then, on the brokerage side I did the same thing but I did a lot more networking.” – Lorin Montgomery
  • “Work hard, work smart and get a really good center of influence where people respect and appreciate what you do.”  – Lorin Montgomery

Resources Mentioned:

The Power Producers Podcast where we are refining and redefining the sales game.

Kyle Houck

CRM

Unlocking the Future of Insurance Operations: AI, Clean Data, and the CRM Revolution – A Conversation with David LeFevre

The insurance industry is at a technological crossroads. For decades, operations have been fragmented, with multiple systems, manual workflows, and siloed data defining how agencies function. But the rise of artificial intelligence (AI), cloud-based CRM, and integration tools is ushering in a new era—one where automation, real-time insights, and seamless client experiences are possible.

Read More »
Culture

Intentional Culture: How to Build Connection and Engagement in a Remote Insurance Agency

As someone who trains commercial insurance producers nationwide, I’ve seen firsthand that remote success hinges not just on tools and workflows, but on people feeling heard, supported, and connected. This post explores the key strategies that agency leaders can use to build emotional connection and employee engagement in a remote insurance agency, using lessons drawn from real-world experience and thoughtful leadership.

Read More »
Killing Commercial Login