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In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Charles McDade, Agency Owner at McDade Insurance Brokerage Group. Charles discusses the ways in which his brokerage assists their clients in lowering their financial risk and saving money.

Episode Highlights:

  • Charles explains that he decided to create his own brokerage because he needed a little more independence and the option to put clients in the best possible situation. (3:03)
  • Charles explains how he used Google review to grow their personal lines. (12:23)
  • David shares why he thinks you should lead with umbrella when writing personal lines. (18:08)
  • Charles compares entrepreneurship to waking up in a smoke-filled room every morning and knowing that if just you sit there, you aren’t going to make it, you have to continue to push, move and figure things out. (21:12)
  • Charles explains that they’ve only been able to flow and expand by shifting their marketing technique to be either educational or memorable. (22:55)
  • David discusses how they are hammering the CRM with personal and commercial leads. (28:16)
  • Charles explains that eliminating humanity from the workplace is a bad idea no matter who you are. (37:22)
  • Charles believes that they’ve done over 150k from insurance reels in the previous three weeks. (39:27)
  • Charles believes many individuals don’t realize the potential consequence of bad understanding is important to every conversation. (48:02)

Tweetable Quotes:

  • “For us, the only way that we’ve been able to kind of flow and kind of grow this stuff is kind of transitioning marketing style a bit to where we’re doing kind of twofold, either educating the client or being highly memorable.” – Charles McDade
  • “Removing humanity from the workplace is a bad idea, no matter who you are. People don’t buy from nameless, faceless robots.” – Charles McDade
  • “Reels have been a lot more usable. I mean, in the last three weeks, I think we’ve done about 150,000 on insurance reels now.” – Charles McDade

Resources Mentioned:

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

Kyle Houck

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