The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age. Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market. Whether you're a seasoned pro or just startin ...
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Carl Willis Agent Branding & Marketing Podcasts

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6 Powerful Lead Magnet Ideas Insurance Agents Can Use to Attract High-Quality Leads
10:21
10:21
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10:21Tired of chasing cold leads and relying on outdated marketing tactics? In this episode, we dive into 6 innovative lead magnet strategies that insurance agents can use to consistently attract, engage, and convert ideal prospects. Whether you're an independent or captive agent, these ideas will help you establish authority, build trust, and keep your…
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5 AI Tools Every Insurance Agent Needs in 2025: ChatGPT, Claude & Zapier Automation Workflows
34:43
34:43
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34:43Discover how AI tools can transform your insurance agency with proven automation workflows that save hours every week. In this comprehensive guide, insurance marketing expert Carl Willis reveals the exact AI tech stack used by top-performing agents to automate lead follow-ups, streamline client communication, and boost closing rates. 🔥 AI Tools Cov…
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How to Conduct Market Research as an Insurance Agent: Strategies to Outperform Your Competition
11:30
11:30
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11:30Want to attract better leads, craft smarter campaigns, and close more policies? It all starts with understanding your market. In this episode, we reveal the top market research strategies every insurance agent needs to know. Learn how to gather real insights about your audience, assess your competitors, and use data to grow your agency with confide…
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Optimize Your Google Business Profile for More Insurance Leads
15:29
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15:29Struggling to get local insurance leads? Your Google Business Profile might be the missing piece. In this episode, we break down how insurance agents—both independent and captive—can fully optimize their Google Business Profile to boost visibility, credibility, and client acquisition. You’ll learn: Why Google Business is your digital storefront How…
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Build an Indestructible Winner’s Mindset – Adi Soozin on Scaling, Burnout & Bulletproof Leadership
47:36
47:36
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47:36In this powerful episode of the Digital Insurance Agent Podcast, Adi Soozin shares the secrets behind building an indestructible winner’s mindset — a critical edge for insurance agents, entrepreneurs, and high performers in today’s fast-paced digital world. 🎙️ Hosted by Carl Willis, this conversation dives deep into Adi’s journey — from breaking ma…
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AI Strategy for Insurance Agents: Build Your Second Brain with Marnie Wills
45:21
45:21
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45:21In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with AI strategist and trainer Marnie Wills for a masterclass in integrating AI into your insurance agency operations. From creating your own second brain with AI assistants to reframing AI as amplified intelligence—not artificial—this conversation is packed with act…
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From Law School to 7-Figure Entrepreneur: Bart Henderson on Freedom, Systems & Scalable Businesses
39:21
39:21
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39:21In this episode of the Digital Insurance Agent Podcast, host Carl Willis interviews Barton Henderson, Esq.—a licensed attorney turned serial entrepreneur. Discover how Bart went from law school side hustles to building a 7-figure business that landed on the Inc. 5000 list. You'll learn how Bart leveraged systems, minimized overhead, and avoided “he…
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Breaking the Invisible Ceiling: Mitchell Weisburgh on Leadership & Mindshifting for Insurance Agents
41:50
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41:50In this powerful episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mitchell Weisburgh, entrepreneur, educator, and author of Mindshifting, to uncover the invisible mental ceilings that keep insurance agency owners stuck in survival mode. Mitchell breaks down the five survival brain responses, explains how to tap into y…
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Tax Planning Secrets Every Insurance Agent Needs ft. Mike Jesowshek, CPA | Digital Insurance Agent
34:29
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34:29In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mike Jesowshek, CPA, tax strategist and host of the Small Business Tax Savings Podcast, to unpack the most overlooked yet powerful tax planning strategies for insurance agents and entrepreneurs. From choosing the right business entity to leveraging pre-tax spend…
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Video Marketing for Insurance Agents: Sell Before the First Conversation
43:06
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43:06Discover how to leverage video marketing to grow your insurance agency by selling before the first conversation even begins. In this exclusive webinar, Carl Willis, CEO of Agent Branding & Marketing (ABM), shares powerful strategies for using short-form videos to pre-position yourself as the trusted expert in your niche. You’ll learn: Why video bui…
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Turn Reviews Into Revenue: Insurance Agent Marketing Strategy That Works
42:40
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42:40Discover how to turn client reviews into a lead-generating machine in this powerful webinar hosted by Carl Willis of Agent Branding & Marketing. Learn proven strategies to gather impactful reviews, boost local SEO, build emotional trust, and maximize your agency's online footprint. Whether you're an independent P&C agent, captive agent, Medicare sp…
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From SEO to AEO: How Insurance Agents Win Clients in the AI Search Era
44:26
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44:26Are you an insurance agent struggling to stay visible in the evolving world of search? Discover how the transition from traditional SEO to Answer Engine Optimization (AEO) is reshaping the digital landscape—and how you can position yourself as the trusted local authority in your community. In this power-packed webinar, Carl Willis, CEO of Agent Bra…
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Emotional Intelligence, Mental Health, and Resilience for Insurance Agents with Michael Allison
24:13
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24:13In this powerful episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Michael Allison, founder of The Adversity Academy and Marine Corps veteran, to discuss the hidden challenges insurance agents face as they move from top producers to effective leaders. Discover how emotional intelligence, mental health awareness, and resilie…
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How AI is Driving Productivity, Profitability & Performance for Insurance Agents in 2025
55:04
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55:04https://agentbrandingandmarketing.com In this episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Jonathan Mast of Whitebeard Strategies to explore how AI is transforming the way entrepreneurs and small businesses operate in 2025. Discover the mindset shift toward "AI First" thinking, practical use cases like customer service…
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From Agent to Architect: How to Build a Legacy Insurance Agency That Outlives You - Nikki Coner
27:18
27:18
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27:18Are you building an insurance agency that will thrive beyond your own involvement? In this inspiring episode of The Digital Insurance Agent podcast, Carl Willis and Nikki Coner of Packaged to Profit close out their six-part series by discussing how to move from being an insurance producer to becoming the architect of a legacy agency. Learn how to m…
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Proven Strategies to Scale Your Insurance Agency Without Burnout with Nikki Coner
33:16
33:16
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33:16Are you an insurance agency owner feeling stuck at a growth plateau? In this powerful episode of The Digital Insurance Agent podcast, Carl Willis is joined by Nikki Coner from Packaged to Profit to dive deep into scalable growth strategies for insurance agencies. Discover how to systematize before you strategize, automate lead touchpoints, build pe…
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Top 3 Insurance Agent Struggles in 2025 & How to Overcome Them | Nikki Coner Interview
43:29
43:29
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43:29In this powerful episode of the Digital Insurance Agent Podcast, Carl Willis sits down with Nikki Coner, CEO and founder of Packaged to Profit, to unpack the most pressing challenges facing insurance agents in 2025—and how to overcome them with confidence and innovation. From inconsistent team performance to shifting customer expectations and opera…
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Creating a Winning Sales Culture for Insurance Agencies | Nikki Coner Interview
26:24
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26:24In this episode of The Digital Insurance Agent podcast, host Carl Willis welcomes back Nikki Coner, CEO of Packaged to Profit, for an in-depth conversation on how to create a winning sales culture inside your insurance agency. Nikki shares her proven blueprint for building and sustaining a high-performance environment, covering topics like: The Tri…
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Mastering Sales: High-Performance Closing Techniques for Insurance Agents | Nikki Coner, CEO of Packaged to Profit
33:42
33:42
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33:42In this episode of The Digital Insurance Agent podcast, host Carl Willis sits down with Nikki Coner, CEO of Packaged to Profit, to uncover the secrets behind mastering sales and the art of the close. Nikki shares her personal journey from nursing student to high-stakes sales strategist, breaking down her three proven methods for closing more deals:…
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Why Small Insurance Agencies Need a PEO | Rachel McDougall, CEO of peomg
26:36
26:36
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26:36In this episode of The Digital Insurance Agent Podcast, host Carl Willis talks with Rachel McDougall, founder and CEO of peomg, about how small insurance agencies can simplify HR, payroll, compliance, and employee benefits through Professional Employer Organizations (PEOs). Rachel shares: The origin story behind PEOMG How PEOs help small businesses…
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Google Maps Domination for Insurance Agents | Local SEO Strategies to Rank #1 on Google
44:34
44:34
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44:34Unlock the secrets to dominating local search as an insurance agent with Carl Willis, CEO of Agent Branding & Marketing. In this action-packed training, you'll discover exactly how to stop being invisible on Google and start ranking in the top 3 Google Maps listings (the "3-pack") where high-intent buyers are actively searching. This training revea…
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How Neil Reich is Transforming Medicare Sales
37:20
37:20
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37:20In this powerful episode of the Digital Insurance Agent Podcast, Carl Willis interviews Neil Reich, founder of Care Connect Advisors, to explore the changing landscape of Medicare Advantage and how intentional value, deep market analytics, and hands-on mentorship are revolutionizing agent success. Neil shares his 27-year journey through the Medicar…
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Top Insurance Agency Marketing Services to Skyrocket Your Growth | Must-Know Strategies for 2025
16:10
16:10
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16:10Want to grow your insurance agency and attract more clients? In this episode, Carl breaks down the top marketing services you need to stand out in today's competitive market. Learn about pay-per-click advertising, SEO, social media marketing, content marketing, email automation, and website optimization—all essential for success in 2025. 📌 Topics C…
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Mastering Meta Ads: Proven Strategies for Insurance Agents to Generate Leads & Max ROI
42:39
42:39
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42:39Discover how to drive high-quality leads, retain clients, and maximize your return on investment using Meta (Facebook & Instagram) ads. In this in-depth webinar replay, Carl Willis, CEO of Agent Branding & Marketing, walks insurance agents through precision targeting, budget-friendly ad strategies, campaign optimization, and compliance best practic…
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Top 20 Marketing Apps Every Insurance Agent Needs | Boost Leads & Sales in 2025
16:40
16:40
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16:40Want to streamline your marketing and grow your insurance agency? Discover the top 20 marketing apps that can automate your processes, generate leads, and increase sales in 2025. Whether you're looking for CRM tools, social media management, SEO software, or ad optimization, this list has you covered! 📌 What You'll Learn: ✅ Best CRM tools for manag…
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How Insurance Agents Can Win With Google Local Service Ads
48:58
48:58
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48:58Learn how insurance agents can harness the power of Google Local Service Ads (LSAs) to generate high-quality, exclusive leads and dominate their local markets. In this in-depth webinar replay, Carl Willis, CEO of Agent Branding & Marketing, explains how LSAs work, why they matter, and actionable strategies to set up and optimize your campaigns. Wit…
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How to Build a Powerful Brand Identity for Your Insurance Agency | Stand Out & Grow
20:25
20:25
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20:25Want to make your insurance agency stand out in a crowded market? In this episode, we’ll walk you through the key strategies to build a strong brand identity that attracts and retains clients. Learn how to define your mission, create a unique selling proposition, maintain consistency across channels, and leverage community involvement to enhance yo…
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How to Turn Lead Generation into a Profit Center | Todd Schuchart
33:39
33:39
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33:39Discover how Todd Schuchart from Razor Ridge is revolutionizing lead generation for life insurance agents by transforming it from an expense into a revenue stream. Learn innovative strategies to reduce acquisition costs, optimize CRM data, and use a "funded proposal" to scale your business sustainably. Plus, explore a unique pet insurance cross-sel…
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Mastering the Content Marketing Trifecta for Insurance Agents: Social, Blogging & Email w/ Ashley DiBiase
34:05
34:05
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34:05In this episode of The Digital Insurance Agent podcast, Carl Willis interviews Ashley DiBiase of Dash of Social to uncover the Content Marketing Trifecta—a strategy combining social media, blogging, and email marketing to help insurance agents grow their business. Learn why there’s no magic bullet in marketing and how to create an omnipresent brand…
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2025 Marketing Planning: Maximizing Lead Flow & Revenue for Insurance Agents
1:12:42
1:12:42
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1:12:42In this insightful episode of The Digital Insurance Agent, Carl Willis, CEO of Agent Branding & Marketing, walks you through the 2025 Marketing Planning Webinar designed exclusively for insurance agents. Discover actionable strategies to overcome challenges like inconsistent lead flow and high marketing costs while setting clear revenue targets and…
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The Future of Online Search: How AI and Antitrust Rulings Will Shape Insurance Marketing in 2025
39:56
39:56
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39:56In this episode of The Digital Insurance Agent, Carl Willis, CEO and Lead Strategist at Agent Branding and Marketing, explores the seismic shifts in online search and their implications for insurance agents. From groundbreaking antitrust rulings against Google to the meteoric rise of AI-powered search platforms like Perplexity AI and SearchGPT, Car…
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Adapting SEO for Local Insurance Agencies | Navigating Google's Generative AI Search Rollout
15:49
15:49
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15:49As Google's generative AI search revolutionizes the digital landscape, local insurance agencies must adapt their SEO strategies to stay ahead. This episode breaks down the impact of these changes on local search results and provides actionable tips to optimize your agency's online presence. Learn how to leverage the latest AI-driven search capabili…
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Top Networking Strategies for Insurance Agents | Build Strong Relationships for Long-Term Success
17:38
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17:38Discover proven networking strategies that every insurance agent needs to build lasting professional relationships and drive long-term success. In this episode, we explore the best practices for connecting with clients, peers, and industry influencers. Learn how to leverage networking events, social media, and community involvement to expand your r…
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Unlocking Peak Performance: Tyler Jensen on Breaking Complacency and Building Systems for Insurance Agents
41:55
41:55
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41:55In this episode of The Digital Insurance Agent Podcast, host Carl Willis sits down with Tyler Jensen, founder of InsuraRisk University (soon to be the Top Performance Group). Tyler, an experienced corporate trainer and former insurance agency owner, dives into the challenges insurance agents face, particularly the struggle with complacency and how …
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Mastering Prospecting & Communication: Tips from Blind Paralympian Kyle Coon
34:13
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34:13In this episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Kyle Coon, a blind Paralympian and communication coach, to explore the essential role of communication in prospecting and relationship-building for insurance agents. Kyle shares his journey of overcoming challenges through effective communication and provides actiona…
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Effective Social Media Marketing Strategies for Insurance Professionals | Go Beyond Likes!
13:54
13:54
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13:54Social media marketing is more than just collecting likes—it's about driving meaningful engagement and growing your insurance business. In this episode, we explore advanced social media strategies tailored specifically for insurance professionals. Learn how to create compelling content, target the right audience, and convert social media interactio…
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Kimsey Hollifield's Journey: From Insurance Agent to Investment Advisor
32:12
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32:12Join us on the Digital Insurance Agent Podcast as Kimsey Hollifield shares his inspiring journey from starting in the insurance industry to establishing his investment advisory firm, Holifield Financial Group. Kimsey talks about his humble beginnings, the challenges of building his business, and the critical lessons he learned along the way. Discov…
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Chris Castanes on Prospecting, Networking & Using Humor in Insurance Sales
33:46
33:46
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33:46In this episode of The Digital Insurance Agent, host Carl Willis interviews Chris Castanes, a veteran insurance agent, author, and standup comedian. Chris shares his unique approach to insurance sales, blending humor with prospecting and networking to build stronger client relationships. Learn how Chris has successfully used comedy to break down ba…
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The Ultimate Guide to Local Listing Management for Insurance Agents: Boost Your Local Presence 2024
27:28
27:28
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27:28Maximize your local visibility and attract more clients with effective local listing management! In this episode, we break down the ultimate guide for insurance agents to optimize their local listings across Google, Yelp, and other platforms. Learn how to ensure your business appears in local searches, manage reviews, and update your information to…
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How to Create a Balanced Online Marketing Strategy for Insurance Agents | Boost Your Agency's Impact
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15:35
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15:35A well-rounded online marketing strategy is crucial for insurance agents looking to grow their business and attract new clients. In this episode, we guide you through creating a balanced marketing approach that integrates SEO, social media, email campaigns, and content marketing. Discover how to effectively allocate your resources, engage your targ…
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How Openly is Revolutionizing Home Insurance | Ty Harris Interview
32:03
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32:03In this episode of the Digital Insurance Agent Podcast, we sit down with Ty Harris, CEO and co-founder of Openly, to discuss how his company is transforming the home insurance space. Learn about Openly's tech-enabled approach that empowers independent agents to provide faster, more efficient solutions for their clients. Discover why Ty believes in …
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Tammy Johnston's 32-Year Journey: From Introvert to Financial Services Expert
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32:15In this episode of the Digital Insurance Agent Podcast, Tammy Johnston from KSA Business shares her incredible journey of over 32 years in the financial services industry. Tammy discusses how she overcame the challenges of being an introvert, her unique approach to sales, and how she built a successful business by focusing on education and client t…
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How to Attract High-Income Business Owners to Your Insurance Agency with Matt Ruttenberg
32:05
32:05
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32:05In this episode of The Digital Insurance Agent Podcast, host Carl Willis sits down with Matt Ruttenberg, Co-Founder of Life, Inc., to explore strategies for adding high-income business owners to your book of business. Matt shares his journey from a generalist to a niche expert, offers insights on becoming a trusted advisor, and discusses the import…
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Why Every Insurance Agent Needs a Website | Unlocking the Power of Digital Footprints
18:57
18:57
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18:57In today's digital age, having a strong online presence is essential for every insurance agent. This episode dives deep into why a website is more than just a digital business card—it's a powerful tool to build your brand, generate leads, and stay competitive in a crowded market. We explore the importance of digital footprints, how a well-designed …
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Comparing Lead Generation Strategies in the Insurance Industry
11:51
11:51
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11:51In the competitive landscape of the insurance industry, lead generation is a crucial component for growth and success. This episode dives deep into two popular strategies: buying leads versus networking. Join us as we explore the pros and cons of each method, providing you with actionable insights to enhance your lead generation efforts. Discover h…
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The Military Mindset: How Rob Harrison Built a Thriving Remote Sales Business
41:13
41:13
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41:13Join us on this episode of The Digital Insurance Agent Podcast as we chat with Rob Harrison, a former British Royal Navy serviceman who transformed his military discipline into a flourishing remote sales career. Rob discusses his transition from the military to leading a 20-person sales team, the challenges he faced, and how he overcame them to bui…
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Mastering LinkedIn Strategies for Financial Advisors: Insights from Tara Meehan, Fractional CMO
48:50
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48:50Join host Carl Willis in this episode of the Digital Insurance Agent podcast as he interviews Tara Meehan with Meehan Marketing, a seasoned Fractional CMO and LinkedIn expert. Discover how Tara navigated her career in financial services marketing, the unique challenges and opportunities for financial advisors, and her comprehensive strategies for o…
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Finding Success In The Sub Niches - Interview with Nick Trawinski and Will Kibler from InsuranceMD
17:00
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17:00In this insightful episode of "The Digital Insurance Agent," host Carl Willis sits down with Nick Trawinski and Will Kibler from InsuranceMD to explore their remarkable journey and success in the niche market of disability insurance for doctors. Trawinski and Kibler share their strategic approach, highlighting how they identified a specific need wi…
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Beyond Keywords: How AI is Redefining SEO Strategies for Insurance Agents
1:01:55
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1:01:55Explore the transformative power of artificial intelligence in search engine optimization with our latest webinar replay, "Beyond Keywords: How AI is Redefining SEO Strategies for Insurance Agents." Dive deep into the innovative ways AI is enhancing SEO tactics, led by industry experts Carl Willis and Jason Crabtree. This session unpacks the utilit…
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