In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Ellie Platt. Ellie explains how she manages and values her team, and how they show their dedication to their clients and the community they serve.

Episode Highlights:

  • Ellie shares her journey and how she got into the insurance industry without having any insurance background. (4:37)
  • Ellie discusses how her biggest challenge has been acquiring Nationwide books of business. (8:22)
  • Ellie mentions that bringing people into their process has always been a challenge. (18:27)
  • Ellie shares that the main activity in their company is account reviews, and it drives everything that they do. (20:46)
  • Ellie shares that the biggest lesson she has learned with acquisition is to listen to her team and identify high-priority clients. (23:04)
  • Ellie shares that one of her strengths is building cross-cultural relationships. (28:29)
  • Ellie explains that it is important to find people to work with locally, even in just a small capacity. (39:50)
  • Ellie shares how she handled their team culture during COVID and how she consolidated afterward. (46:36)
  • Ellie discusses her relationship with her son and his interest level in the insurance business. (51:20)

Tweetable Quotes:

  • “I’m just really identifying kinds of high premium clients, and so we are very proactive in reaching out to them.” – Ellie Platt
  • “I think one of my strengths is building cross-cultural relationships, and so that’s what I’ve tried to focus on more than anything, and it transfers.” – Ellie Platt
  • “I don’t even think I understood the insurance industry at all, but I just got my own business entrepreneurial bug, like, I can do this for myself, and it’s unlimited. And so I did it. I mean, it was a leap of faith.” – Ellie Platt

Resources Mentioned:

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

Kyle Houck