Insurance Agency Success

Niche Markets and Community Engagement: Keys to Scaling Your Insurance Agency | EP 10

Building an insurance agency from the ground up is a journey marked by continuous learning, adaptability, and prioritizing authentic relationships within both the agency and the wider community. Jarette Sampson of Dial Insurance in North Carolina shares his path from starting as a newcomer to becoming a highly respected agency with enduring staff and a reputation for expertise.  
He shared strategies that worked for him such as immersing himself in collaboration, learning from experienced professionals, and being open to sharing knowledge, all of which contributed to his long-term growth. Jarette credits much of his success to finding and establishing a niche and maintaining a diversified approach, which has allowed him to serve broader markets while mastering specialized segments. 
AI, Technology, and Relationships: The Modern Insurance Agency Roadmap 
Agency growth is accelerated by a people-first mindset that values team longevity, active community involvement, and continual skill development, rather than chasing fast results. Jarette’s advice for hiring great team members is to prioritize cultural fit and goal orientation rather than direct industry experience. Supporting new team members with a library of training videos is equally important – Listen in to hear how Dial’s training library is structured (so you can do this for your team!).  
Prioritizing client needs, being genuinely helpful, and staying visible within the market builds a reputation that attracts referrals—even from other agencies. AI is on everyone’s mind lately, so researching AI tools and implementing solutions one department at a time, is one strategy to stay efficient and competitive.  
From Solo Agent to Aggregator: Real Strategies from 19+ Years of Experience  
(00:08:15) Technology's Impact on Daily Life 
(00:13:05) National Marketing Campaign Recognition 
(00:16:33) Making Industry Secrets Not So Secret 
(00:26:47) Make Everyday Count 
(00:37:06) Decisive Endings and Hiring Tips 
(00:38:51) Quarterly AI Adoption Strategy 
(00:44:30) Becoming the Go-To Expert 
(00:48:52) Experienced Team, Exceptional Service 
5 Key Takeaways for Insurance Agency Owners from this Episode: 
Build genuine connections within your community and industry. Becoming “the go-to” in your market means being active, helpful, and consistently visible. Attend local events, serve on community boards, and always help others—even competitors—when you can.  
Focus on finding team members who are goal-oriented, eager to learn, and share your vision for growth, rather than just hiring for insurance experience. Long-term team success comes from investing in the right people and supporting their growth over time.  
Carving out a niche, such as public sector or specialized commercial lines, sets your agency apart and can attract carrier partnerships and recognition (e.g., Jarette Sampson’s work with Travelers). Identify and pursue specialized markets where you can demonstrate unique value.   
Use new tools like AI chatbots and automated services to streamline operations but stay focused on people-first service. Explore technology in a way that supports your agency’s goals, and don’t be afraid to let others lead the way before you commit to major tech changes.  
If scaling your agency or accessing better markets is a goal, consider joining or building an aggregator with like-minded peers. Jarette Sampson discussed the value of collaborating with other agencies to write large, complex accounts and grow together as a group.
Connect with Eddie Price and Jenesis Software: LinkedIn: https://www.linkedin.com/in/eddierprice/ 
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 
Agency Management Software: https://www.jenesissoftware.com/ 
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ 
YouTube: https://www.youtube.com/@JenesisSoftware 
 Connect with Jarette Sampson and Dial Insurance (NC):  
LinkedIn: https://www.linkedin.com/in/jarette-sampson-62027238/ 
Dial Insurance Services: https://dialinsurancenc.com/ 
Email Jarette: jarette@dialinsurancenc.com 

Staff Training, Retention Tips, and Expansion Strategies to Grow a Multi-Location Agency | EP 9

Starting with a single insurance agency and expanding to seven locations and 21 team members, Lee Pridgeon of AllCare Insurance emphasizes the importance of meeting staff where they are, offering flexibility, and putting team member success at the center of the business model. 
She shares how acquisitions helped her grow faster, which metrics she tracks to ensure healthy growth, and what she and her team did to streamline training for new hires. 
“We record our training. And so when someone says, oh, I don't recall that, or I didn't hear it, we're like, go back to this training video. You can see, you can rehear it and it helps them to get back." - Lee Ann Pridgeon 
Hiring and retaining talent is her biggest challenge now. Her strategy? Meet people where they are. Accept not everyone will reach the same level, but support and develop staff within their abilities, while still encouraging growth. 
How All Care Insurance Built a Thriving Team and Seven Locations with People-First Strategies 
(00:03:59) Post-COVID Workplace Reinvention 
(00:06:53) Leadership Through Staff Success 
(00:13:56) Systematize and Act Now 
(00:19:34) Workplace Commitment Concerns 
(00:20:58) Insurance Fraud and Compliance Issues 
(00:23:42) Accountability in Client Service 
(00:28:30) Peer Review and Incentives Analysis 
(00:32:18) Keeping Office Locations Connected 
(00:37:29) Building Collaborative Business Relationships 
Secrets to Growing Your Insurance Agency and Retaining Staff for Over 20 Years 
Building a thriving insurance agency isn’t just about numbers – it's about people and adaptability. In this episode, you’ll discover how to build a successful, people-first insurance agency with a focus on systems, employee satisfaction, and maintaining connection between teams across multiple locations. Here are key takeaways for insurance agency owners: 
How to scale your insurance agency from one location to multiple offices and team members 
Secrets to keeping staff engaged and loyal for 15+ years 
Innovative, video-based training methods for new hires 
Approaches to managing workload, premium volume, and client count 
Tips for tackling current challenges, including team recruitment and the homeowners market 
Agency Management That Works: Training, Cross-Selling, and Keeping Employees Engaged 
Growth has mostly come through acquisition, but cross-selling and retention are always in focus. Incentives for cross-sales help—plus peer-to-peer reviews for honest feedback and identifying unsung internal leaders. Lee Pridgeon's open-door policy, semi-annual social outings, and a company calendar keep her seven offices connected. Regular meetings and instant messaging nurture a team that genuinely wants to help each other. 
Connect with Eddie Price and Jenesis Software: LinkedIn: https://www.linkedin.com/in/eddierprice/ 
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 
Agency Management Software: https://www.jenesissoftware.com/ 
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ 
YouTube: https://www.youtube.com/@JenesisSoftware 
 Connect with Lee (Ann) Pridgeon and AllCare Insurance:  
LinkedIn: https://www.linkedin.com/in/lee-ann-g-34952866/ 
AllCare Insurance Services: https://goallcare.com/ 
Email Lee: lee.pridgeon@goallcare.com 
 

Doing Business How Customers Want:125% Revenue Growth as an Independent Insurance Agency | EP 8

Thinking about how to grow your insurance agency for long-term success, without sacrificing happiness or work-life balance? In this episode, Eddie Price sits down with Keith Kiser to share real lessons from decades in the business. 
Here's what you'll learn: 
How Keith Kiser transitioned from a family-run, captive agency to thriving as an independent agent 
The impact of adding multiple carriers and modern management systems on agency growth 
Strategies for balancing customer service, personal life, and business growth 
Tips for hiring and retaining strong team members in a small agency environment 
Why perseverance, authenticity, and treating clients right are keys to building a sustainable insurance business 
Key steps included adapting to market shifts, embracing independence when given the opportunity, and choosing technology partners tailored to the agency’s real needs rather than flashy features. Throughout, prioritizing customer relationships, staying resilient through hard markets, and learning from both successes and failures set the stage for Kiser Insurance Agency’s sustainable growth. 
(00:22:29) “We're not going to represent a company that we would not place our own insurance with.”  - Keith Kiser 
52 Years Strong: The Secrets Behind a Lasting Independent Insurance Agency 
Actionable strategies for agency owners include focusing on genuine customer service—such as meeting clients where they’re most comfortable, providing flexibility in communications, and maintaining after-hours support when truly needed. Keith notes that patience is required and that new agency owners must ‘pay their dues’ as in making the calls, working the long hours, and showing up consistently over a long period of time, building referrals and reputation.  
You’ll find emphasis throughout this episode on the importance of balancing personal and professional life, including the pursuit of hobbies and family time to avoid burnout.
Building the Right Team by Hiring for Heart and Training for Skill  
Although hiring is identified as a major challenge, Keith’s advice is to seek candidates that fit the agency culture and train them for skill, rather than prioritizing prior insurance experience. While much of the insurance world might still feel outdated, the presence of apps, chatbots, and e-signature software has made it possible to operate with less staff members than in the 90’s since many important steps are taken automatically, thanks to technology. Adapting quickly to integrate the technology is just as important as setting aside the budget for the team training needed for each new app or tech opportunity.  
Boosting Agency Efficiency and Client Retention with Jenesis Software 
When Kiser Insurance Agency transitioned from being an exclusive Nationwide agency to an independent one in 2019, he evaluated several agency management systems but ultimately chose Jenesis for its simplicity and reliability, likening it to a “Honda Accord” that provided all the essential features without unnecessary complexity or cost. Since then, Kiser is also using their website service and Jenesis’ reputation management system, which helped them go from 3 to 17 Google reviews in just 30 days. 
Keith praises the Jenesis support team’s responsiveness and persistence in solving issues and highlights their ongoing commitment to improvement and personalized service—qualities he believes make Jenesis an ideal fit for agencies seeking practical, people-oriented technology solutions. 
Connect with Eddie Price and Jenesis Software:  
LinkedIn: https://www.linkedin.com/in/eddierprice/ 
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 
Agency Management Software: https://www.jenesissoftware.com/ 
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ 
YouTube: https://www.youtube.com/@JenesisSoftware 
Connect with Keith and Kiser Insurance Agency:  
Website: https://kiserinsuranceagency.com/ 
Facebook Page: https://www.facebook.com/profile.php?id=100063670235016# 
 
 
 
 
 
 

From 0 to $8 Million Putting People First to Generate Referrals | Mike McDaniel | Ep 7

What mindset and actions do you think are most important when launching an agency from the ground up?  
Mike McDaniel, owner of McDaniel Insurance Agency, began from a kitchen table with a single phone and family support led him toward a multi-million-dollar agency serving thousands today.  Longevity, authenticity, and a deep commitment to service play pivotal roles in developing a reputation strong enough that most new clients arrive through word-of-mouth referrals and personal recommendations rather than just traditional marketing methods.  
Don’t overlook the power of asking for referrals, tracking how clients discover your agency, and leveraging automation and modern website tools to streamline lead capture—while continuing to deliver a personal touch. Hiring staff who complement strengths and investing in community involvement sets agencies apart in competitive markets, while maintaining a healthy balance between hard work and personal fulfillment ensures sustainability and genuine enjoyment of agency ownership. 
Overcoming Challenges in Insurance: Carrier Access, Referrals, and Building a Trusted Brand 
(00:06:42) In the Weeds and Hustling Hard from Scratch 
(00:17:28) Building a Referral Pipeline Beyond Incentives 
(00:24:13) Challenges of Staying Competitive 
(00:27:40) Unexpected Satellite Office Expansion 
(00:38:14) Work-Life Balance: Agency Ownership Plus Fitness and Family 
(00:43:11) Prayer, Ministry, and Insurance 
“What I mean by visible is, I take a lot of my commercial policies, instead of mailing them, I take them and hand them to people. Sometimes they say, how in the world can you do that being an eight-million-dollar agency? Well, believe this or not, I get up at 5 o' clock every morning, I'm here at my office by 6 o' clock every morning, and I work to sometimes 6 and 7 at night, you know, and some people may not want to hear that." - Mike McDaniel 
Building a People-First Insurance Agency: Lessons From a 27-Year Journey 
The real definition of success for an independent insurance agency—and why reputation matters more than size. 
The biggest challenges new agency owners face (like finding carriers and getting customers) and how to overcome them. 
The role of genuine relationships, referrals, and customer service in driving long-term, sustainable growth. 
Why work-life balance, faith, and loving what you do are just as important as traditional business strategies. 
Connect with Eddie Price and Jenesis Software:  
LinkedIn: https://www.linkedin.com/in/eddierprice/ 
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 
Agency Management Software: https://www.jenesissoftware.com/ 
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ 
YouTube: https://www.youtube.com/@JenesisSoftware 
Connect with Mike McDaniel:  
Email: mike@mcdanielinsuranceagency.com 
McDaniel Insurance Agency: https://www.mcdanielinsuranceagency.com/ 

Maximizing Agency Credibility with Physical Locations and Reputation Management Services | EP 6

Curious if you should go 100% remote or have physical locations? 
Unsure how much emphasis should be put on Google reviews and staff training?  
Reputation management, the impact of physical locations on agency credibility and visibility, and the broad skill set (and constant improvement of those skills) required of agency owners are all pillars of discussion on today’s episode. 
(00:28:00) "I think now people have to, when they start out, I believe they've got to invest some money in marketing for the long run. I think if you just sit tight for too long and then don't invest any money in growth, then that's what you're going to get. You're not going to get any growth." - Eddie Price 
Alex Hernandez has been in the insurance business for 45 years and is now the owner of 3 locations of “The Insurance Shop” in Texas. He highlights the importance of his local presence through brick-and-mortar locations for his insurance agency offices, citing that his customers prefer face-to-face interactions.  
The Power of Agent Training and Face-to-Face Interactions 
Being an agency owner requires a diverse skill set encompassing insurance knowledge, marketing, hiring, training, and customer interaction. Eddie and Alex discuss the importance of having a wide range of skills to succeed in the insurance business, including not just insurance knowledge but also business management, marketing, and employee training. 
Both agree that running multiple locations can be beneficial for growth, but it comes with challenges such as staffing and maintaining consistency. This conversation sheds light on the complexities of being an agency owner and the skills required to navigate the industry successfully. 
Tap Into the Growth Potential for Your Insurance Agency 
(00:00:02) Face-to-Face Interactions in Insurance Agency Growth 
(00:10:00) Strategic Growth through Local Establishments and Presence 
(00:16:33) Enhancing Online Presence Through Google Reviews 
(00:20:17) Comprehensive Training for Insurance Agency Success 
(00:21:22) Navigating the Complexities of Agency Ownership 
(00:25:02) Shift from Instant to Long-Term Insurance Marketing 
Business Strategy & Takeaways for Insurance Agency Owners:  
Despite the trend toward 100% remote operations, physical locations enhance your local presence and can bolster your agency’s reputation and attract clients 
Google reviews can make a big impact on your agency’s credibility and viability, so focus on providing excellent customer service to encourage positive reviews and manage your online reputation effectively. 
Whether you’re starting a new agency or expanding an existing one, prioritize training for yourself and your team. Consider starting with a captive agency for structured training programs that cover both insurance knowledge and business operations. 
Being a successful agency owner requires a diverse skillset beyond insurance expertise, so as you focus on improving your skills in marketing, business management, employee management, and training others, your likelihood of long-term success and growth improves. 
Connect with Eddie Price and Jenesis Software:  
LinkedIn: https://www.linkedin.com/in/eddierprice/ 
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 
Agency Management Software: https://www.jenesissoftware.com/ 
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ 
YouTube: https://www.youtube.com/@JenesisSoftware 
Connect with Alex Hernandez: 
LinkedIn: https://www.linkedin.com/in/alex-hernandez-3ab57759/ 
The Insurance Shop: https://insuranceshoptx.com/ 
 

Behind-The-Scenes: Tips to Make More Sales Revealed by the Jenesis Software Sales Team | EP 5

Sales and marketing strategies are the bread and butter of any successful business. Without a solid plan in place, your products or services may struggle to reach your target audience. 
Building relationships during sales calls, being genuine, and having a passion for the product are critical for success. Over the past nine years, Jenesis Software has experienced substantial growth, with increased sales, team members, and services, driven by an emphasis on genuine customer engagement and effective sales strategies, thanks to Jenna Kleiber, Christy Alaimo, and Joe Gauger. 
Improving Sales Processes to Build Strong Client (and Potential Client) Relationships 
Prioritize genuine conviction in the product being sold 
Focus on problem-solving and helping customers rather than chasing monetary gains 
Maintain team connectivity and accessibility for a supportive sales environment 
Build relationships during sales calls to enjoy the process 
Be genuine and authentic when engaging with customers in a sales role 
Celebrate sales success and goal achievement to boost morale 
Have conviction in the product being sold and provide good service for successful outcomes 
 
Listen in to learn their advice to guide your team to increase sales and build your customer list. Balancing sales calls and account management tasks requires a blend of responsibilities, such as handling emails, managing accounts, and conducting demos to engage potential clients. 
Mastering the Art of Sales Calls and Follow-Up 
(00:11:26) Strategies for Juggling Sales and Account Management 
(00:15:18) Prioritizing Genuine Conviction in Sales Practices 
(00:20:37) Building relationships for successful software sales calls 
(00:23:32) Passion and Conviction in Sales Process 
(00:30:32) Fulfillment and Motivation through Sales Success 
(00:32:15) Exponential Expansion and Service Diversification 
(00:42:26) Authenticity Over Profit: Selling with Conviction 
 
Want to cut to the chase? Key takeaways from this episode include the importance of honesty, transparency, and treating clients how you would want to be treated. Building genuine relationships, focusing on problem-solving rather than just chasing profits, and creating wow moments during demos are crucial for success. Agency owners can benefit from prioritizing client needs, maintaining a genuine passion for their product or service, and staying focused on day-to-day tasks while also keeping an eye on strategic growth opportunities. 
 
Connect with Eddie Price and Jenesis Software:  
LinkedIn: https://www.linkedin.com/in/eddierprice/ 
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 
Agency Management Software: https://www.jenesissoftware.com/ 
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ 
YouTube: https://www.youtube.com/@JenesisSoftware 
 
 

Faith-Based Management: Purpose-Driven Work with C12 | Doug Fincannon | Ep 4

If you’ve been wondering how to integrate your faith into every aspect of life, especially in the realm of agency management, this episode is for you! The C12 organization is a unique blend of business acumen and faith-based principles, creating a space where leaders can come together to support and challenge each other. Eddie has been a member for a few years and reveals personal and professional “wins” because of the fellowship. 
"Your prayer life is a real reflection as to how much you really believe you're good and you don't need God." - Doug Fincannon 
 
Business Growth and Stewardship Community Networking 
(00:09:09) Integrating Discipleship Values for Business Success 
(00:12:30) Collaborative Business Growth through C12 Meetings 
(00:26:23) Faith-Based Monthly Business and Ministry Learning 
(00:30:01) 360 Insightful Assessment for Personal and Professional Growth 
(00:33:07) The Divine Purpose of Human Work 
(00:36:53) Transforming Work Through Spiritual Passion 
(00:42:00) Personal Growth through C12 Experiences 
 
Serving Others: Fulfilling God's Purposes Through Business Practices 
Doug Fincannon views discipleship as the cornerstone of C12, believing that integrating one's Christian faith into all aspects of life, including business, is essential. As a C12 chair, Doug facilitates peer advisory groups that prioritize transparency, vulnerability, and a selfless attitude, allowing members to collectively learn and grow. His approach underscores the importance of running businesses with intentionality and purpose, fostering a community where professional and personal development go hand in hand, all while serving others and fulfilling a greater mission. 
Business Strategy & Takeaways for Insurance Agency Owners: 
Integrating faith into business practices can lead to personal and business growth. 
Joining a peer advisory group like C12 can provide a platform for sharing experiences and seeking advice from like-minded individuals. 
C12's curriculum combines devotional and business education, fostering a faith-based approach to business management and personal development. 
Utilizing tools like the 360 feedback process can provide insights into both professional and personal aspects of life, promoting a balanced and purpose-driven existence. 
Emphasizing the integration of faith and work can help business owners understand that work should serve others and fulfill God's purposes. 
Community support and resources from organizations like C12 can be valuable for business owners seeking to align their business practices with their faith. 
 
Connect with Eddie Price and Jenesis Software:  
LinkedIn: https://www.linkedin.com/in/eddierprice/ 
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 
Agency Management Software: https://www.jenesissoftware.com/ 
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ 
YouTube: https://www.youtube.com/@JenesisSoftware 
 
 
Connect with Doug Fincannon:  
LinkedIn: https://www.linkedin.com/in/doug-fincannon-65229214/ 
 
C-12: https://www.joinc12.com/ 
 

Family-First Priorities and 16 Agency Acquisitions In 25 Years | Todd Johnson | Ep 3

Noting today’s hardened insurance market and contrasting it with the number of new, younger agency owners finding success, this episode highlights the weight carried by a family name and reputation, the power of acquiring other businesses over time, and the importance of building a network. Most of all, however, this week’s guest touts the importance of family and personal time above all.  
 
"Without the work-life balance, all the rest of it means nothing." - Todd Johnson 
 
Every insurance agency owner has to navigate the complexities of insurance markets, increased deductibles, reduced coverage, and rising premiums. Beyond that, Todd says the greatest challenge is finding and retaining great employees whose values align with your agency’s goals and the reputation you intend to build (which he’s been successful at).  
It's no secret that the insurance industry is highly competitive, with companies constantly vying for market share and customer loyalty. To stay ahead in this environment, one must be prepared to adapt, innovate, and constantly strive for excellence. 
 
Time Well Spent: Carrying Your Family Name and Business Reputation 
(00:08:57) Building a Family Business and Upholding Reputation 
(00:22:17) Impact of Hardening Insurance Markets 
(00:25:09) Thriving Amid Insurance Industry's Competitive Landscape 
(00:30:03) Johnson's Political Career Highlights 
(00:33:09) Helpful Association & Group Memberships 
 
 
Building a Family-Centered Business in the Insurance Industry 
Todd Johnson, Owner of Johnson Insurance in North Carolina, built his insurance agency from scratch, thanks to his father’s guidance and the acquisition of agencies along his 25-year career. You’ll find value in his perspective on achieving work-life balance and building a cohesive team that shares common values and mindset. Johnson attributes much of his success to a commitment to technological advancement, a principle passed down from his father, which has been pivotal in enhancing the growth and efficiency of his agencies. 
 
 
 
 
Business Strategy & Takeaways for Insurance Agency Owners: 
Starting any business from scratch is tough. Accept guidance and advice from those who have already done it and remain open to acquisition opportunities to get “over the hump.” 
Blocking your calendar (and respecting those calendar blocks) for personal, spiritual, and family time is a useful strategy to ensure all of your energy isn’t consumed by the agency. 
Hiring and retaining team members that share your values and align with the agency’s goals is top priority when building a business. 
Pursue opportunities to learn from others – associations, conferences, networking, and even political affiliations or memberships can provide connections, help you implement best practices, and ensure your drive for innovation.  
One of the best ways to keep your finger on the pulse of industry-related legislation is to get active in your local community and government.  
 
 
Connect with Eddie Price and Jenesis Software:  
LinkedIn: https://www.linkedin.com/in/eddierprice/ 
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 
Agency Management Software: https://www.jenesissoftware.com/ 
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ 
YouTube: https://www.youtube.com/@JenesisSoftware 
 
 
Connect with Todd Johnson & Johnson Insurance:  
LinkedIn: https://www.linkedin.com/in/todd-johnson-96827138/ 
Johnson Insurance: https://johnsoninsurance.org/ 
Email Todd: todd@johnsoninsurance.org 
North Carolina’s Senator of the 35th District email: todd.johnson@ncleg.gov 
 
 
Video editing & podcast management by www.podcastabundance.com

Strategic Expansion to $35 Million with Multiple Physical Locations | Miles Butler | Ep 2

Does your agency's growth strategy focus on expanding its physical presence through acquiring new locations and team members?  
Miles Butler of Able Insurance Agency highlights the advantages of multiple locations, including improved accessibility for clients, more opportunities for customer service, and enhanced online visibility through local SEO.  
 
Able Insurance’s Journey Through the Generations:  
(00:10:37) Enhancing Accessibility Through Local Agency Office Locations 
(00:13:18) Ensuring Reliable Team Members Across Multiple Offices 
(00:18:09) Specialized Staffing and Carrier Acquisition Challenges 
(00:21:09) Dynamic Marketing Investments for Insurance Agencies 
(00:28:57) Enhancing Customer Experience Through Technology Adoption 
(00:38:00) Ethical Customer Relationships in Insurance Industry 
(00:38:30) Ethical Customer-Centric Business Strategies 
 
Overcoming Obstacles in the Insurance Industry: Team, Carriers, and Communication 
Although Miles has been working and growing the business full-time over the past 10 years, he credits his grandfather and father for establishing a strong initial footprint for the family business. With multiple locations, several brand names beginning with “A”, and a book worth $35MM in premium, he says attracting qualified team members, securing the right carriers, and maintaining effective communication, particularly in coastal areas with unique insurance needs are ongoing challenges.  
Able Insurance’s marketing strategies are diverse, combining traditional advertising with SEO efforts, and Miles advises patience and consistent investment over a long period of time before evaluating whether one tactic is working or not.  The agency remains committed to a customer-centric approach, prioritizing long-term relationships and moral integrity over short-term gains, and leveraging technology to improve customer satisfaction and operational efficiency. 
"You have to meet them where they are. You have to understand their needs. Their ability to pay or not to pay is not something that the majority of people are making that conscious decision. They're out there doing their best." - Miles Butler 
 
Advice & Strategy For Insurance Agency Owners: 
Additional locations provide an improved local presence and more opportunities for customer service 
Maintain reliable team members in each office to handle unexpected emergencies 
Invest in marketing strategies like billboards and online advertising for effective lead generation, they all work cohesively to establish your agency as top-of-mind 
Leverage technology to streamline processes and enhance customer experience 
Prioritize customer satisfaction and retention over short-term gains 
Reject policies that do not align with the customer's best interests to maintain moral integrity 
Build trust and positive relationships with customers by treating them with empathy and respect 
 
 
 
Connect with Eddie Price and Jenesis Software:  
LinkedIn: https://www.linkedin.com/in/eddierprice/ 
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 
Agency Management Software: https://www.jenesissoftware.com/ 
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ 
YouTube: https://www.youtube.com/@JenesisSoftware 
 
 
Connect with Miles Butler of Able & Atlantic Coast Insurance Agencies: 
LinkedIn: https://www.linkedin.com/in/miles-butler-379038206/ 
Atlantic Coast Insurance Agency: https://atlanticcoastautonc.com/ 
Able Insurance Agency: https://ableautoinsurance.com/ 
 
 
 
Video editing & podcast management by www.podcastabundance.com

Growing Your Insurance Agency Organically (Without Advertising) | Deirdre Rushin | Ep 1

While rapid growth may seem appealing, slow and steady business growth often leads to long-term success. By focusing on sustainable growth strategies, businesses can build a strong foundation, establish a loyal customer base, and weather economic downturns more effectively. That’s exactly how Deirdre Rushin has methodically grown Imperial Insurance and Financial Solutions of Durham, NC.  
 
Imperial Insurance’s Evolution & Growth Blueprint:  
(00:02:48) Remote-Driven Evolution in Insurance Business 
(00:08:06) Relationship-Based Expansion Marketing Approach 
(00:12:29) Team Alignment in Business Scaling Challenges 
(00:16:28) Sustainable Growth Through Methodical Progress 
(00:24:03) Referral-Based Business Growth through Strategic Partnerships 
(00:33:14) Narrowing Business Focus for Strategic Growth 
 
From Monoline to Multifaceted: The Path to Sustainable Insurance Agency Expansion 
Deirdre Rushin founded the company in 2018 with a focus on monoline home and auto insurance. From buying a book of business (life insurance) and working to serve those clients in other areas, she successfully expanded into the commercial insurance sector, offering Workers’ Comp., Group Health, General Liability, Commercial Auto, and International Business Insurance.  
She’s used Jenesis Software as her agency management system from the start. Having implemented it back in 2016 at her then day-job, she knew it was the perfect fit for her own agency.  Book your Demo of Jenesis Software today. 
In 2022, Deirdre transitioned her agency to a fully remote operation, adapting to the post-Covid way of doing business. This allowed for reduced overhead costs and increased flexibility in servicing her clients. With a firm belief in the importance of a strong support system and a methodical approach to growth, she continues to leverage her prior experience and digital platforms to maintain client relationships and drive success in the ever-evolving insurance industry. 
"If I had to give advice, I would start by saying that it's so important to have a support system, first of all, because it's rough starting any business from scratch, be it insurance or grocery store or a hair salon." - Deirdre Rushin 
 
Business Strategy & Takeaways for Insurance Agency Owners:  
Transitioning to a 100% remote work model saved on overhead costs and increased flexibility 
Focus on leveraging existing relationships, referrals, and partnerships to generate clients without traditional marketing campaigns 
Ensure team members align with the agency's goals to scale the business effectively 
Prioritize slow and steady growth at a rate of 10-15% annually for long-term success 
She’s primarily relied on referrals and building relationships to acquire clients instead of traditional marketing methods 
Maximize time and profits by focusing on a specific area of business  
 
Connect with Eddie Price and Jenesis Software:  
LinkedIn: https://www.linkedin.com/in/eddierprice/ 
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 
Agency Management Software: https://www.jenesissoftware.com/ 
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ 
YouTube: https://www.youtube.com/@JenesisSoftware 
 
 
Connect with Deirdre Rushin and Imperial Insurance and Financial Solutions:  
LinkedIn: https://www.linkedin.com/in/deirdre-rushin-9b2a1325/ 
Imperial Insurance: https://imperial-ins.com/ 
 
 
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