Agency Secrets

38 Episodes
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By: Agency Secrets

Are you ready to take your insurance agency to the next level? Tune into The Agency Secrets Podcast to gain implementable tips and insight you will use to grow your client base, team, and organizational structure.

How to Leverage the Power of LinkedIn: Creating a Sugar Momma From LinkedIn...
#39
07/15/2021


An Episode Jam-Packed with Marketing Advice + Mindset...
#38
07/01/2021

Don’t know where to start when it comes to marketing your agency? Listen to this episode to glean mindset tips and advice on all things marketing!


How ARP Has Changed Health Insurance
#37
06/24/2021


A Multi-Millionaire Breaks Down His Strategy on Winning Leads & His Sales Process - Brian Will
#36
06/21/2021

Who is Brian Will?

Brian has founded or co-founded six very different companies over the last 30 years. He has franchised a landscaping company, built 3 insurance startups, 1 internet marketing company, and now owns a chain of restaurants. Two of these were sold to ventures capital firms, and one went to a private equity firm. The companies that he has built have been worth hundreds of millions of dollars. Brian has documented 37 business lessons in his new book; “The Drop Out Millionaire.” So with that introduction, let’s hop into today’s episode.

Buy his book; The Dropout M...


Money Mindset Lessons From a Multi-Millionaire; Brian Will
#35
06/10/2021

Who is Brian Will?

Brian has founded or co-founded six very different companies over the last 30 years. He has franchised a landscaping company, built 3 insurance startups, 1 internet marketing company, and now owns a chain of restaurants. Two of these were sold to ventures capital firms, and one went to a private equity firm. The companies that he has built have been worth hundreds of millions of dollars. Brian has documented 37 business lessons in his new book; “The Drop Out Millionaire.” So with that introduction, let’s hop into today’s episode.

Buy his book; The Dropout M...


Do You Want To Be Self Employed or a Business Owner? - Brian Will
#34
06/03/2021

Who is Brian Will?

Brian has founded or co-founded six very different companies over the last 30 years. He has franchised a landscaping company, built 3 insurance startups, 1 internet marketing company, and now owns a chain of restaurants. Two of these were sold to ventures capital firms, and one went to a private equity firm. The companies that he has built have been worth hundreds of millions of dollars. Brian has documented 37 business lessons in his new book; “The Drop Out Millionaire.” So with that introduction, let’s hop into today’s episode.

Buy his book; The Dropout...


How Do Some People Win At Everything They Do? - Brian Will
#33
05/25/2021

Who is Brian Will?

Brian has founded or co-founded six very different companies over the last 30 years. He has franchised a landscaping company, built 3 insurance startups, 1 internet marketing company, and now owns a chain of restaurants. Two of these were sold to ventures capital firms, and one went to a private equity firm. The companies that he has built have been worth hundreds of millions of dollars. Brian has documented 37 business lessons in his new book; “The Drop Out Millionaire.” So with that introduction, let’s hop into today’s episode.

Buy his book; The Dropout...


5x Your Lead Generation from Conferences
#32
05/06/2021


I Wasn’t Going to Take Time Off… But Then…
#31
04/15/2021


What the Pandemic Taught Agency Owners
#30
04/08/2021


How the New Stimulus Bill Impacts How You Sell To Your Customers
#29
04/01/2021


Listen If You Don't Want Your Competitor to Sweep in and Steal Your Customers
#28
03/25/2021


How Does the New Stimulus Bill Impact Your Agency’s Revenue? - Part 2
#27
03/18/2021


How the New Stimulus Bill Could Cost Insurance Agents Their Job Over the Next 12 Months - John Staub
#26
03/17/2021

We are launching an early bonus addition episode for you today because this topic is so important and incredibly timely for agency owners. Kyle and Justin recorded a conversation with John Staub who is the expert leader on the new stimulus bill known as the American Rescue Plan of 2021. This is going to be a game-changer for how you serve your employers, business owners, and families. 

We believe that if you don’t get in front of this now, then quite frankly you are at risk of losing revenue through your group benefits clients. Many experts are ant...


How ICHRA Will Increase Your Bottom Line
#25
03/12/2021

If you have been watching the news, you have most likely seen that The American Rescue Plan Act of 2021, better known as the COVID relief bill, was passed by the Senate over the weekend. So today we are bringing you a re-run of Justin and Kyle simplifying ICHRA and its benefits to your clientsContinue reading "How ICHRA Will Increase Your Bottom Line"


ICHRA 101: Classes
#24
03/04/2021


Selling ICHRA to the Food Service Industry
#23
02/25/2021


Are You Making Excuses or Are You Growing?
#22
02/18/2021


Finding & Hiring Your Next Rockstar Customer Service Representative
#21
02/11/2021


Do This If You Want Your New Producers to Succeed: Compensation Plans
#20
02/04/2021


The Riches Are in the Niches: How to Target the Right Customers
#18
01/14/2021


Results Are Better Than Goals: Our Approach to Creating Action Plans That Make You Successful
#17
01/07/2021

We want you and your agency to thrive. In order to do that, you need to create an action plan built for success.


SWOT Your Competition
#16
12/31/2020

In today’s episode, we walk you through how to gather relevant feedback for a SWOT Analysis so that you can beat your competition!

Episode Links

Are you a business owner who needs help building a high-performing team? Contact Kyle today.

Are you an independent insurance agent who wants to receive higher compensation with top health insurance carriers? Contact Agents For Hope today. 


I Thought Masterminds Were a Waste of Time, Before I Joined One 5 Years Ago and Completely Changed My Life & Business. Here's How
#15
12/24/2020


Why CFOs Love ICHRA & Why Your Wallet Will Too!
#14
12/17/2020


Be the Hero to Your Clients & Friends by Saving Them from COBRA (Unemployment Insurance)
#13
12/09/2020

In today’s episode, we give you the knowledge and tools you need to continue to establish yourself as the expert when your clients call you with questions about COBRA after getting laid off from their job. If you are an independent insurance agent and would like to sell Short Term Medical, contact Agents For HopeContinue reading "Be the Hero to Your Clients & Friends by Saving Them from COBRA (Unemployment Insurance)"


Don't Spend $5000 on Video Production: Connect with Targets & Grow Using Your iPhone
#12
12/03/2020

In today’s episode, we share how to connect with leads and clients using compelling videos shot on your iPhone.


Transform or Terminate Underperformers and Start Hitting Goals Today
#11
12/01/2020

Unemployment is on the rise in 2020. We have seen the challenges of 2020 expose underperforming team members to agency owners. In today’s episode, we will help you meet your goals by equipping you with a proven strategy to either transform or terminate your weak performers.


Gig Economy Surges: How Agents Are Monetizing It
#10
11/19/2020

More than half of the workforce will be freelancers or self-employed by 2030. How are you as an agency going to serve this market? In today’s episode, Justin and Kyle discuss the different solutions agencies can provide to self-employed workers, as well as how the increasing pull to freelancing will affect your team dynamic.

Episode Links

Subscribe on iTunes

If you have any questions, want to submit a topic, or simply want to connect with us and listeners in the Agency Secrets Community, join here.

Are you a business owner who ne...


The Employee Benefits Platform Business Owners Are Asking For - ICHRA
#9
11/12/2020

Experts are saying that in the next 5 years, 7% of active employees will shift to the employee benefits platform, ICHRA, while 11 million American workers will end up on ICHRA. ICHRA is impacting how businesses are operating and how they are handling employee benefits.

Episode Links

Subscribe on iTunes

If you have any questions, want to submit a topic, or simply want to connect with us and listeners in the Agency Secrets Community, join here.

Are you a business owner who needs help building a high-performing team? Contact Kyle today.

<...


Straight Out of One of the Best Business Books of All Time: Lessons from Accomplished Author & Business Coach Mike Paton
#8
11/05/2020

Do you have a grip on your agency, or does your agency have a grip on you? We are so excited to share the conversation we had with Mike Paton. Mike is the co-author of “Get a Grip” with Gino Wickman and the Visionary for the Entrepreneur Operating System. Mike has coached many small businesses implementing EOS – a system and set of tools that help entrepreneurs get more of what they want from their businesses.

Episode Links

Read the book Traction today.

Entrepreneur Operating System Resources

Are you a business owner who ne...


What Can Agencies Learn From the Pandemic?
#7
11/05/2020

What are some things we learned through the 2020 pandemic and what can we use as a learning opportunity? In today’s episode, Kyle and Justin discuss how agencies have shifted through the pandemic and how agencies can become stronger because of it.

Episode Links

Are you a business owner who needs help building a high-performing team? Contact Kyle today.

Are you an independent insurance agent who wants to receive higher compensation with top health insurance carriers? Contact Agents For Hope today.  


Affordable Health Insurance for Independent Business Owners
#6
11/05/2020

What affordable options can you offer to small independent business owners who are under 65 for their health insurance? On today’s episode, we discuss how you can leverage different health insurance options to provide a solution to independent business owners who need insurance. 

Episode Links

Are you a business owner who needs help building a high-performing team? Contact Kyle today.

Are you an independent insurance agent who wants to receive higher compensation with top health insurance carriers? Contact Agents For Hope today.  


Using Short Term Medical to Reduce Costs & Provide an Insurance Solution to Furloughed Employees
#5
10/29/2020

What can you as an insurance agency provide to small business owners and their teams as unemployment continues to rise throughout this pandemic? In today’s episode, we discuss how you can give your clients a solution through short term medical that will reduce costs in addition to taking care of any team members they have to let go.

Episode Links

Subscribe on iTunes

If you have any questions, want to submit a topic, or simply want to connect with us and listeners in the Agency Secrets Community, join here.

Are yo...


How to Define Your Employee Brand to Attract a High Performing Team
#4
10/22/2020

What does your employee brand communicate to potential employees? We generally think about branding as how your business is perceived by potential customers. What we don’t always think about is how potential employees perceive our agency. Your employee brand is a huge component when attracting top talent to your agency. In today’s episode, Kyle and Justin teach you how to define your employee brand and leverage it to attract a high performing team.

Here are the topics we covered in today’s episode: 

How to Craft Your Employee BrandHow to Enforce Your Employee BrandThe Shifts...


How to Lead and Keep People Accountable Without Micromanaging
#3
10/15/2020

Have you ever found it difficult to keep your team accountable and on-task without micromanaging them when you present them with a project? Because many business teams are still working remotely due to the Covid-19 pandemic, it has never been more timely to dedicate a podcast episode to equip agency owners with the tools they need to keep people accountable without micromanaging them.

1. Clearly Define the Expectations

There is a difference between expectations being clear in your mind and the expectations being clear in the mind of the person you assigned the project to. Often...


How to Prioritize and Focus on What Matters to Gain Traction
#2
10/14/2020

When everything is important, nothing is. In today’s episode, we teach agency owners how to identify, prioritize, and execute on the tasks that will truly drive your agency to the growth you want to create. When you limit priorities, you can focus on what truly matters.

Establish Your Priorities

You have so many distractions coming in that make you forget about growing your agency. In order to truly focus on what matters, you will need to identify 3-7 focus areas where you want your agency to grow within the next 90 days. These goals must be...


1. The Agency Secrets Podcast Intro
10/08/2020

We are so excited to announce the launch of the Agency Secrets Podcast!

This podcast is for insurance agency owners who want to grow their agencies. Each episode is packed full of tips, insight, tools, and resources you can use to grow your client base, team, and organizational structure.

About Your Co-Host; Justin Clements
Justin Clements is an entrepreneur based out of central Indiana.

He is the founder of Agents for Hope; a business providing the support, resources, and tools independent insurance agents need to grow their client base.

He...