Include the Auditor up Front | Shoptalk Series, Episode #22
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck, discuss how to build good client and carrier relationships and the significance of the audit.
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In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck, discuss how to build good client and carrier relationships and the significance of the audit.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Josh Lipstone, the Vice President of Lipstone Insurance Group. Josh talks about how he transitioned from the Enterprise to the insurance industry, and he also shares why he started his podcast series called Explain This Book To Me.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Craig Pretzinger, the Owner and CEO of Pretzinger Insurance Group, and Jason Feltman, the CEO of Feltman Family Insurance. Craig and Jason discuss how they started their podcast called The Insurance Dudes, and share their knowledge and expertise in the insurance world.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck discuss how to build effective carrier and client partnerships from the very beginning and how to establish credibility in the middle market.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Steve Holley, CIC, Owner of Holley Insurance. Steve talks about how he got into the insurance industry and how he built his agency at a young age. He also shares his knowledge and expertise in the insurance industry and technology.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Scott Knowles, the CEO of Modgic. Scott talks about utilizing Modgic Software as a tool in understanding the Mod, Workers’ Compensation, and the sales process.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck, discuss how to have the right mindset when getting into an account and closing the deal, and the benefits of being in a community that has the same goal.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Mike Crowley, Vice President at Crowley Insurance Agency. Mike talks about joining a legacy multigenerational insurance agency and how he changed the mindset of his traditional home town family agency to one of the most advanced small independent agencies.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Derek Hayden, CIC, Benefits and Risk Consultant at Dansig Insurance Risk Advisors. Derek talks about working in the partially self-insured arena and their marketing strategies on social media platforms.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck continue to discuss the total cost of risk. They talk about how companies utilize the total cost of risk and how they can relay it to their clients and prospects.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Cameron Brown, Agency Principal at Insurance Brokers of Arizona. Cameron discusses what drives the success of his agency and how he started his independent agency.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Erik Sjolie, the President of Sky Insurance Brokers. Erik talks about how he got into the insurance business and how he started his agency. He also shares the benefits of technology in their agency, and his podcast series entitled Refuse to Be Average.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck talk about understanding the total cost of risk and some of its components and why you need to stop thinking of yourself as an insurance salesperson and start thinking of yourself as a risk manager.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Michael Fusco, President of Fusco & Orsini Insurance Services. Mike talks about his strategies on charging fees and turning it into a revenue center. He also shares his knowledge and expertise in the insurance business and the systems that he’s using in his agency.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Tony Alessandra, CIC, CWCA, Agency Principal, and President at Insurance Solutions. Tony talks about how he got into the insurance business and how he has built and navigated strategic alliances that have contributed to his success.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck talk about the Broker of Record letter, how it can be utilized as a tool in the industry, and why a lot of people see it as a devil in the insurance industry.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview the Co-Founders of GloveBox, Ryan Mathisen, and Sean Mulhern. Ryan and Sean discuss how they got to this point in their career and how they developed the GloveBox App.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Brett Young, CEO at Erb and Young Insurance. Brett talks about his journey into the insurance industry and the path that led him to build an insurance agency. He also shares his podcast entitled, Be Extraordinary Podcast.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck talk about the significance of understanding the service fee and why it’s considered as a great tool.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Aurora Mullet, Owner of Intrinsic Insurance Services. Aurora talks about how she found her way in the insurance industry and how she built an independent insurance agency.
The insurance industry is undergoing a quiet transformation. While headlines often focus on the flashy front-end tools and direct-to-consumer disruption, the real revolution is happening behind the scenes — in the back office. From agency onboarding delays to outdated compliance workflows and manual licensing tasks, these friction points cost MGAs, carriers, and agencies valuable time, revenue, and relationships.
In an increasingly competitive commercial insurance landscape, agency owners are struggling to find long-term solutions for succession planning, talent retention, and business perpetuation. Many have considered private equity sales, others offer limited equity to top producers—but a growing number are discovering a more powerful alternative: the Employee Stock Ownership Plan (ESOP).
In today’s competitive commercial insurance market, your book of business is under constant attack. Competitors are targeting your best accounts every day, just like cybercriminals probing a website for vulnerabilities. If you don’t have a plan to defend and grow your client relationships, you’re leaving yourself exposed.
As we enter the fourth quarter, many commercial insurance producers begin to panic. Whether you’re behind on your goals or just trying to hit that final sprint, the Q4 crunch is real. But the producers who consistently win don’t treat Q4 as a Hail Mary. They plan with precision, reverse engineer their goals, and execute with ruthless consistency.
In this post, we’ll break down how you can reverse engineer your sales funnel, identify your revenue gaps, and finish the year stronger than you started. Whether you’re writing workers’ comp or cyber liability, these strategies apply across all middle market verticals.
In the commercial insurance world, most producers are laser-focused on finding the best premium and coverage from traditional carriers. But there’s a powerful alternative that can help the right business owners keep more control over their risk, retain underwriting profits, and create a long-term competitive advantage.
In today’s competitive insurance marketplace, middle-market agencies must leverage every available advantage to win and retain business. One of the most underutilized yet powerful resources at an agent’s disposal is the wholesale market. By establishing strong partnerships with wholesalers, agents can access capacity, expertise, and proprietary programs that are often unavailable through direct channels. However, success in the wholesale arena requires more than simply submitting risks and hoping for the best.
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