Last Updated on: August 24, 2022
Facebook
Twitter
LinkedIn

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Jamie Shanks, CEO of Pipeline Signals. Jamie talks about CRM lead production and the things you can do to integrate your process.

Episode Highlights :

  • Jamie shares how 10 years ago he invented a sales category called “social selling”. (2:17)
  • Jamie explains the concept and the whole process of a situation challenge resolution. (5:23)
  • Jamie shares what a total addressable market is and how it is related to an ideal CRM situation. (9:00)
  • Jamie discusses three different integration models: CRM integration, Zapier integration, and CSV file organization. (14:52)
  • Jamie shares that Pipeline Signals has recently entered the insurance world and are currently pioneering this space called relationship signals. (17:27)
  • Jamie explains social selling, which is broken into two avenues, reputation management or brand management and account based sales development, both of which are very important. (20:18)
  • Jamie shares that for individual producers, you have to have the relationship signals. (26:59)

Tweetable Quotes:

  • “CRM, you know, globally still only has something like a 10% or 20%, penalty penetration rate of businesses over a million dollars around the world. So there is still a vast majority of companies that do not use CRM.” – Jamie Shanks
  • “What I say to people is, specifically in professional services, in insurance, you know, what are you selling? You’re not selling a product or solution, you are first selling yourself, you are in the relationship space.” – Jamie Shanks
  • “The fastest way to scale your business is to reverse engineer your happy customers, called the sphere of influence, and identify those that leave your happy customers in a sphere of influence and go to other businesses.” – Jamie Shanks

Resources Mentioned:

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

Kyle Houck

Protege

From Contestant to Champion: Lessons from The Protege’s First Mentor Call

You could feel it—every producer, coach, and guest mentor knew this was the official start of something special. The conversation wasn’t just about competition. It was about purpose, legacy, and growth.

Hosted by David Carothers, creator of The Protege and founder of Killing Commercial, this kickoff call set the tone for what Season 3 will represent: a proving ground for producers who are ready to work harder, think deeper, and build something that lasts.

Read More »
Insurance

From Med Device to Middle Market: Lessons on Sales, Risk Management, and Reinventing Yourself in the Insurance Industry

Reinvention is one of the most powerful themes in the insurance industry. Some of the best commercial producers in the country did not grow up wanting to sell insurance. They did not study risk management in college. They did not come from an agency family. They found this industry after they tried something else. They found it after life pushed them toward a career where performance, autonomy, and mindset determine the outcome.

Read More »

From Executive Leadership to Field Underwriting: Lessons Producers Can Learn from Aaron Puchbauer’s Transition into Middle-Market Insurance

The most successful producers in the middle market did not get there because they quoted faster, smiled bigger, or knew how to talk longer. They got there because they learned how to differentiate themselves so clearly that prospects had no choice but to see them as trusted advisors. They learned to operate like businesspeople first and insurance technicians second. They learned how to tie operational mechanics to insurance outcomes. They learned how to control their time, their pipeline, and their future.

Read More »

Test Message

Killing Commercial Login