This episode it I had a great conversation with this thriving scratch agent Shawn Fitzgerald with LAF Advisors.  We discuss his first 3 years in business, what led to his decision to start his own business after producing in another agency after a number of years, his marketing efforts, target market, working on his personal and professional development and the challenges of being a new agency owner.  This is a great episode for insurance agents of all generations.  Enjoy!!

I love this story!  I had the pleasure of sitting down with Raution Jaiswal.  Raution is the Co-Founder, CEO of InsuredMine. InsuredMine is a CRM designed for Insurance Agencies to connect and improve the insurance customer journey.  Raution recognized a problem with the Insurance Industry with the way that information and documentation we delivered.  He created a solution where he saw a problem.  The best part is Raution had no experience with the Insurance Business.  Impressive!  https://www.insuredmine.com/LinkedIn: linkedin.com/in/rautionEmail: [email protected]@ameri-guard.com 

This week I meet with Stephen Turnbull.  Stephens story is similar to so many within the insurance space.  He is the 5th generation of insurance agents in his family.  Stephen worked in his family insurance agency since 2016 and in May of 2022 decided to start his own agency.   This is exactly what we are targeting on the Agents to Owners Podcast.  We discuss the challenges of being a scratch agent; growing, networking, obtaining contracts, getting by financially, working on the agency before you need to, insurance tech, all the things.  Stephen is doing so many things right, I can't wait to see him evolve.  So much value in this podcast.  #insuranceagent#scratchagency#insuranceagency#smallbusiness https://www.insuredmine.com/https://www.hawksoft.com/https://advisorevolved.com/https://t5insurance.com/Stephen Turnbull Email: [email protected] Boldt:  [email protected] https://www.ameriguardinsurance.com/

This week I sit down with longtime colleague and friend Troy Thompson.   Troy runs two businesses; Pinnacle Insurance of MN and Savvital Virtual Professionals.  Combine that with being a parent to two active children and life can be overwhelming.  We discuss the beginning stages, the challenges of growing as an insurance agent owner and managing expectations of those around you.   We also discuss what we would do differently if we were to start over.   https://www.pinnacleinsuranceofmn.com/https://[email protected] LinkedIn: Brad Boldt 

Part 2 with Monica Adwani.  We discuss delegating, resources you can access, leadership, creating time as a business owner.  Monicaadwani.com Linkedin: Monica Adwani agencyzoom.com insuredmine.com savittal.com Email: [email protected] Linkedin: Brad Boldt #businessowner#entrepreneur #operations#insurance 

This week I connect with Monica Adwani.  Monica is a leader in the insurance business in so many areas.  She is a consultant, podcaster, business owner, operations expert to name a few.  This week we focus on her operations expertise to help our agencies with their growth and process.   #insurance#businessowner#processes #insuranceagency #insuranceagent #growth#scratchagent

If you are thinking of starting with a Virtual Assistant, this is the episode for you.   Virtual Assistants are a very hot topic within the insurance space.  Is it worth it?  How do I use?  Who has the best VA's?   In this episode, I'll discuss 3 ways that you can succeed with your VA.  I will also discuss how having a VA helps the rest of your team be more productive, efficient and happy.  Let's GO!! Contact me at: [email protected]: https://www.linkedin.com/in/brad-boldthttps://savvital.us/

Ashley Mastowski started First Choice Insurance as Scratch Agency in 2019.  She is crushing it.  It didn't come easy.  As any new Insurance Agency Owner discovers, it is now on your shoulders to find the Tech you need, hire staff as you grow and establish your own process of operating.  https://firstchoiceinsurancegroup.com/https://www.linkedin.com/in/ashleymastowski/https://betteragency.io/

You need technology in your new insurance agency.  Where do you start?  In this episode, I touch on the Tech products that you must have.  I touch on the products and cost that we use in our agency.   You start with what you can afford and add on when you can.  I can be reached by email at: [email protected] Message me on LinkedInAgencyZoom: agencyzoom.com Hawksoft: hawksoft.com Lightspeed Voice:  lightspeedvoice.com 

In this episode, I discuss what the pro's & con's of starting out as a new insurance producer.  Offer some tips to grow your insurance business.  What tools you will need to be successful.  My goal is to help insurance agents that aspire to become agency owners.  There is no playbook when you take over as agency owner.  It looks easy.  It is not.  There is a large training gap in this industry for those hoping to become an owner someday.  My mission is to help bridge that gap.   Enjoy!