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In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interviews Jack Wingate, the Founder and President of ALLCHOICE Insurance. Jack talks about his expertise in automation and the systems they use in the agency.

Episode Highlights:

  • Jack shares his background. (5:12)
  • Jack mentions how many offices they have. (10:01)
  • Jack shares what he says when people come to him and ask what system to use. (27:30)
  • Does Jack’s agency do commercial lines as well? (28:35)
  • Jack shares the time when they started implementing the sales pipeline in Infusionsoft. (32:18)
  • Jack shares how they changed the way they sell personal lines. (39:02)
  • Jack shares a story about his conversation with one of his carrier representatives. (48:14)
  • Jack mentions the problem that most insurance agency owners have. (53:33)
  • Jack mentions their endorsement process. (1:03:48)

Key Quotes:

  • “I spend so much time looking at research. If you’re wanting to drive personal lines, having that location where you’re wanting to do business is one of the top four ranking factors of Google. You can’t beat proximity.” – Jack Wingate
  • “The reason you win business is not because you price something. It’s because you brought value to what you’re worth. The problem with the rest of the industry that doesn’t play in that space is that we’ve bastardized ourselves to be the guy who gives a quote.” – Jack Wingate
  • “The carriers moving forward are not going to want less and less. It’s going to get harder and harder. We talked before we came on about getting contracts to get good contracts. We all know that size matters. So, the bigger you are, the better contracts you can get or negotiate.” – Jack Wingate

Resources Mentioned:

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