Real talk - we ran our agencies blind for YEARS. No idea what our contact rates were, our quote-rates, our close rates. We were just grinding, blaming the leads when things didn't work. Sound familiar? Here's what changed everything for us: we started tracking the right metrics: leading metrics. Simple, but game-changing. Once we could see our funnel, we 5x'd our production without working more hours. Now we help hundreds of agents do the same - track the right KPIs, optimize what's broken, ...
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P&c Agency Growth Podcasts
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Discover how insurers are entering the decision era, utilizing artificial intelligence to refine their decision-making processes, boost underwriting profitability, and achieve premium growth.
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Welcome to Insurance Town! Your host is the Mayor of Insurance Town, Heath Shearon. After many years in different parts of the insurance world, Heath wants to share his experience with you. Join in on conversations with Heath and many of the friends he's made along the way. Insurance Town is a production of Insurance Town LLC! Find more info at http/://www.Insurancetownpodcast.com Music: "Mornin, Noon, and Nite" by Daddy Long Legs
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Hello! We're Liz & Leila Willingham and welcome to "It Runs In The Family". We're the mother and daughter duo working within the public relations and communications agency, Liz Lean PR. Running a business is hard - really hard. Every business has its challenges and it's own ups and downs - but in a family business, this is often exaggerated by the willingness to speak your mind. But it also has some huge advantages that the corporate cultures just can't compete with. In this podcast, featuri ...
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Hearts of Caregiving: Nurturing the Souls of Caregivers
Valda Branison, Jeanine Marbury Bryant, and Mary C Hartfield
Welcome to "Hearts of Caregiving: Nurturing the Souls of Caregivers," a compassionate and insightful podcast that aims to support and empower caregivers who selflessly devote their time and energy to caring for others. Hosted by Valda Branison, Jeanine Marbury Bryant, and Mary C Hartfield, this podcast is a safe space where caregivers can find comfort, guidance, and inspiration as they navigate the challenges and joys of their caregiving roles.
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Executive Recruitment and Search is our specialism we are a London based headhunting boutique covering the South East of the UK. EXEC CAPITAL is a boutique recruitment agency that specialises in connecting start-ups and businesses with senior management professionals. We take a tailored approach to our recruiting with a 1-on-1 experience where we help clients identify their management needs before starting the recruitment process. We’ll help identify and hire the perfect candidate to scale y ...
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How did this agency use social media to fuel their growth in middle of nowhere Oklahoma?
36:13
36:13
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36:13in this wees episode I sat down with my good friend Poppy Danker and have a blast talking about hwe small down agency and how she has just exploded in growth using social media. Yes you heard that right. Its wild to see!! Ive been watching this agency since the beginning from 500 followers to now over 25k followers and viral videos and the whole th…
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From Stable Job to Independent Operator With Nathan Glass
53:55
53:55
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53:55In this episode, we’re honored to have Nathan Glass, founder of Utopia Risk, to explore the strategies behind making smarter business decisions. Nathan shares his insights on identifying the right people to work with, whether it’s for hiring, partnerships, or long-term collaborations. He dives into how everyday conversations reveal values, why unde…
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No such thing as a bad lead... here's why...
53:22
53:22
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53:22This week in Insurance Town I sat down with my friend Evan Smith of Mav. We had an incredible conversation about growing your sales with leads and building an inside sales team . We discussed the importance of recognizing that you have to have a vision and a plan before working with leads and not try to scale too quickly We discussed the idea of th…
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Andrea Read of Convex Insurance on balancing human expertise and AI in modern engineering
28:11
28:11
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28:11🎙️ Season 3 of Unstructured Unlocked is here, and we’re proud to welcome Parul Kaul-Green as our new co-host alongside Tom Wilde. Parul brings deep industry expertise, sharp strategic perspective, and a clear voice on the realities of AI in insurance. If you care about operational transformation — not just tech trends — you’ll want to hear where sh…
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‘Talking Bollocks’ with Toby Freeman: How Levity Forged a Legacy from Loss #123
52:44
52:44
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52:44After the heartbreaking loss of his brother Robin to germ cell cancer at just 24, Toby Freeman and his family turned grief into action, founding a charity that has become the UK’s leading voice for young people’s cancer awareness. This candid conversation reveals the raw emotions behind the inception of the charity, detailing both the challenges an…
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Mastering Insurance, Content & Carrier Strategy With Mark Flockhart
51:40
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51:40Mark Flockhart, founder of Valor Insurance Group, shares his journey from exploring different roles in the insurance industry to building one of the most trusted independent agencies. He dives into how he combined his experience in sales, content creation, and training to create a system that helps clients and agents thrive. In this episode, Mark t…
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In this episode of the Insurance Town Podcast, Heath Shearon hosts Christopher Frankland to discuss the intersection of technology and insurance, focusing on AI's impact on the industry. They explore the concept of the 'bionic agent,' the role of AI in transforming insurance processes, and the future of human interaction in a tech-driven world. The…
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The Empathetic Conversation With Dr. Nicole Price
56:37
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56:37Discover the real power with the impact of empathy with Dr. Nicole Price. Nicole is an amazing speaker incorporating her skills into human connections and eliminating the missing parts required to strengthen sales, relationships or leadership. Her Book “Spark the Heart: Engineering Empathy in Organization” has great lessons to understand the meanin…
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Taming the messy middle with Nigel Walsh on intelligent insurance workflows and AI transformation
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34:37The next great transformation in insurance isn’t about modernization. It’s about orchestration. On the most recent episode of Unstructured Unlocked, we sat down with Nigel Walsh, Global Head of Insurance at ServiceNow, to explore how AI is reshaping the industry from the inside out. From taming the “messy middle” to empowering people through intell…
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Who would you invite to your block party?
24:06
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24:06This is an episode recorded at the PIA VADC conference in Virginia Beach with my man Byron Roberts. It is a fast, on-the-ground conversation about how Openly built for independent agents, why speed still matters, and how data is shifting from rearview mirror to windshield. Quick recap Openly’s origin story is agent-first. Founders Ty Harris and Mat…
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Where Wisdom Meets Vision: Passing the Baton with Boon Brokers’ Gerard & Michael Boon #122
41:04
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41:04This week we welcome Michael and Gerard Boon, the father-son team behind Boon Brokers, for an inspiring conversation about legacy, innovation, and the journey of transforming a family business. Michael’s hard work during his early days in the industry has laid the groundwork for Gerard’s tech-driven approach, all while maintaining the all-important…
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How Susana Gibb Combined Creativity with Insurance
1:07:23
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1:07:23In this episode, we explore the remarkable journey of Susana Gibb, who transitioned from a theater major and professional actress to a thriving insurance entrepreneur. Susana's story demonstrates how creativity and entrepreneurship can flourish together, from performing on stage to running her own agency. Susana discusses how her acting background …
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In this weeks episode, the mayor sits down with his good friend Tinsley English to discuss her latest book titled Grit, Growth & Gumption. But this episode is way beyond that we discuss being a leader in this service industry. We discuss the challenges, the customer service, reps face, the challenges that managers face. We also discuss accepting Go…
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Untold Power of Insurance with Andrew Engler
1:07:23
1:07:23
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1:07:23In this episode we have Andrew Engler, the Co-founder and CEO of Kettle who has built groundbreaking strategies that combine insurance, technology, and real-world mitigation to lower premiums, reduce risk, and protect communities. This conversation is bold, refreshing, and packed with insights that could redefine how we approach risk in the modern …
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Hard to Place, Easy to Profit: The Art of Captives
1:02:07
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1:02:07In this episode, the Mayor sits down with industry veteran Jeff Kleid a 30-year insurance innovator, MGA, and carrier leader to talk about the business of hard-to-place risks, the truth about captives, and how brokers can turn complex accounts into profitable opportunities. From selling insurance on the internet in the ‘90s to building niche progra…
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Catering with Care: How The Pantry Puts Family First with Luke Consiglio #121
39:41
39:41
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39:41From a small sandwich shop, Luke Consiglio and his family have drawn up the recipe for a national catering powerhouse… without losing the family charm. In this heartfelt episode of ‘It Runs In The Family’, we sit down with Luke, The Pantry’s Owner, to explore the remarkable journey they’ve had and the unwavering support of his family who not only h…
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The Evolution of Partnerships and Experiential Marketing with Sam Kimmel, Senior Director of Co-Marketing Partnerships at Hello Sunshine
47:29
47:29
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47:29By [email protected] (David A. Yovanno and Todd Crawford)
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The best tech make great service feel effortless (re-visit)
52:09
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52:09In this weeks episode of Insurance Town, The Mayor welcomes good buddy Patrick McBride to the show. Patrick, a seasoned insurance professional, shares his journey, experiences, and insights on the industry's evolving landscape. Key Highlights: The Last Few Years in the Industry: Patrick reflects on how the last couple of years have been "wicked" du…
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Breaking The Old-School Insurance Model With Melissa Dillon
46:34
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46:34In this episode, we had a conversation with educational consultant, Melissa Dillon. She shared how redefining failure can transform the way we learn, work, and live. From healing old classroom wounds to building confidence in careers, this conversation dives into resilience, mindset, and the power of persistence. Join the elite ranks of P&C agents.…
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What are the biggest data challenges in Insurance right now?
47:59
47:59
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47:59In this episode of Insurance Town, the Mayor, Heath Shearon welcomes Jamie Peers really just to catch up and have a chat, but this lead to hitting the record button, and discussing the evolving landscape of the insurance industry, focusing on data integration, AI, and the challenges of maintaining clean data. Jamie shares insights from his journey …
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Gaelic Roots & Grand Ambitions: Inside the Sonas Hotel Collection with Anne Gracie Gunn and Jennifer Gracie #120
39:20
39:20
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39:20The Sonas Hotel Collection’s story spans three generations, and a blend of spontaneity, resilience, and family values have transformed a single guesthouse into a beloved group of hotels. From the very first purchase with Anne’s late husband Ken, to the latest ambitious renovations, the Gracie family’s journey is filled with unexpected turns, laught…
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Terry Buechner (AWS) on the hidden headwinds of insurance modernization
36:32
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36:32In this episode of Unstructured Unlocked, Terry Buechner, Principal Insurance Specialist at AWS, joins to unpack the challenges and momentum behind mainframe and core system modernization in insurance. He shares why modernization is accelerating—driven by demographic shifts, talent gaps, and the demand for faster, more agile decision-making. Terry …
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Inside the Creator Economy with Lindsey Gamble, Influencer Marketing Expert
49:51
49:51
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49:51We all know the creator economy is evolving — but when done right, what does it look like in its ideal form? In this episode, Dave Yovanno is joined by Lindsey Gamble, an Influencer Marketing Advisor, Founder of Lindsey Gamble Media, and creator himself. Lindsey puts on his consultant hat to offer advice to both brands and creators, drawing from hi…
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Choosing Love in Business & Marriage With Brian Ahearn
58:24
58:24
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58:24In this episode, we sat down with a speaker, coach and consultant Brian Ahearn where he shared the real influence and a key to unlock your potential associated with love. This episode was all about choosing love, balancing life, focusing on a partner's positivity and making bonds with people connected with you. Join the elite ranks of P&C agents. S…
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How AI is continuing to evolve and change the game for agencies that embrace it!!
54:49
54:49
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54:49In this weeks episode, the Mayor and Toby discuss the intersection of technology and insurance, focusing on the challenges and opportunities within the industry. They explore the role of AI in transforming insurance processes, the importance of understanding client needs, and the potential for technology to attract new talent to the field. Toby sha…
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The Real Keys of Insurance Success With Roger Short
52:48
52:48
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52:48In this episode, we sat down with Roger Short an amazing entrepreneur with great experience in multiple ventures for over 25 years. He discussed the ideas of building trust and scaling agency beyond price. Roger’s contribution as the co-founder of Life Insurance Academy has made him successful through consistency and rethinking the insurance sales …
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This one is a Mayor Solo! Mail bag episode! STICK AROUND and hang out with me. If you dont want to hear a solo episode , I get it , Go check out another one of your favorite shows, no hurt feelings here. But if you wanna hang out with me, I look forward to the next 39 minutes with you itll be fun Sponsors: Smart Choice Canopy Connect…
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The Recipe to Creating a Lasting Legacy with Vittoria Group’s Tony and Alberto Crolla #119
1:00:21
1:00:21
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1:00:21“You’re only as good as your last dish” - for the Crolla family, that means asserting excellence and creating lasting memories for everyone who comes through their doors. The Vittoria Group’s successes have seen them at the heart of Edinburgh’s Italian cuisine scene since 1970, and we’re delighted to have two generations join us to share how the fa…
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How AI Is Transforming the Creator Economy with Brian Klais, Founder of URLgenius
39:34
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39:34AI this, AI that… but what about the creator economy!? With all the buzz around artificial intelligence, it’s time to connect the dots to creator marketing. In this episode of The Partnership Economy, Todd is joined by Brian Klais, Founder of URLgenius, to explore how AI is transforming the creator landscape. Brian kicks things off with a holistic …
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Technology and Trust in Insurance Sales with Chase Beach
27:33
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27:33Welcome back to another episode of The Insurance Dudes! In today’s episode, we had the pleasure to sit down with Chase Beach, Co-Founder of InsureGrid. A young talented innovator who’s transforming the insurance industry by simplifying the way agents buy and sell. Are you struggling hard to chase leads, collecting clients info and price competing? …
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Intake Without the Headache - Town Hall Meeting
59:14
59:14
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59:14In this week's episode the Mayor Heath Shearon hosts another town hall meeting. This week we talk about the headaches of intake forms and gathering of prospect information, And the back and forth of gathering pertinent information for underwriters. All of these things can end up being a roadblock. All of these things can sometimes caused bottleneck…
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Why Mindset Matters: Julian Chambers’ Playbook for Young Agents in the Insurance World
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43:17Welcome back to another episode of The Insurance Dudes! Craig and Jason sit down with the energetic and insightful Julian Chambers. From his early days dabbling in network marketing straight out of high school, to finding his stride in life insurance and then crushing it in Medicare sales, Julian shares his journey as a young entrepreneur in the in…
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In this weeks episode of Insurance Town, The Mayor Heath Shearon, sits down with Valerie Bowden, founder of Crdle, to discuss the evolving landscape of outsourcing and the unique opportunities Africa presents. Valerie shares her journey from backpacking across Africa to establishing a successful outsourcing company that champions fair wages and eth…
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The Decision Economy and the Power of Better Data with Peter Mansfield, Partner at Reynolds Porter Chamberlain
31:59
31:59
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31:59The insurance industry is evolving into what experts now call the “decision economy.” Every success hinges on the quality of decisions made—from underwriting risks to processing claims. During a recent episode of Insurance Covered, Tom Wilde, CEO of Indico Data, spoke about how better data is revolutionizing these decisions, helping insurers adapt …
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How Mercat Tours Became an Edinburgh Icon with Kat and Des Brogan #118
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46:57
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46:57The Brogan family are storytellers through and through; it’s only fitting that the story behind their own business is worth its weight in gold. Father Des Brogan started Mercat Tours, and under Kat’s watchful eye it continues to breathe life into the heart of Edinburgh and beyond. Join us for a heartfelt journey into a business started and grown wi…
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Inside the Gen Z Mindset with Ben Harms, Chief Growth Officer at Archrival
55:14
55:14
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55:14Understanding Gen Z might feel like navigating uncharted territory, but what if your brand's success depends on it? In this episode, Dave Yovanno sits down with Ben Harms, Chief Growth Officer at Archrival, a creative agency built to help brands truly connect with Gen Z and Gen Alpha. Ben shares what it takes to meet these audiences where they are,…
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Nothing fully launches unless it's in a process.
41:12
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41:12In this episode, Mayor Heath Shearon, sits down with Thomas Mann to explore the intersection of technology and operations in the insurance industry. Discover how Thomas's journey from a multi-generational insurance background to a tech-focused role has shaped his approach to agency success. They discuss the importance of integrating technology with…
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Project Focused Leadership — The Project-Based NED in Startups
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1:03Welcome to Boardroom Focus, the podcast that delves into specialized leadership roles powering today’s dynamic organizations. I’m your host, Adrian Lawrence. Today, we’re zeroing in on a unique role in startup governance—the Project-Based Non-Executive Director. Unlike the traditional NED, this role is designed for specific, high-impact initiatives…
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Don Wilson on Outworking the Competition and Creating a Standout Insurance Brand
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1:00:20Welcome back to The Insurance Dudes! In this episode, we’re joined by Don Wilson, the dynamic founder and owner of Capital Insurance Group. Don’s journey is as compelling as it is inspiring—he went from running retail clothing stores in West Virginia to leading a multi-state insurance agency with the mantra of authentic leadership and relentless pe…
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In this weeks episode, you are simply eavesdropping in on a fun conversation with me and two of my faves, Lindsay Wallace & Caleb Cramer . It is part goofy, and part serious but it’s all heart and it’s all fun trying out a new format here on this one and I’d love to hear your thoughts. I am so incredibly lucky I get to do this show every week. It m…
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From Data Chaos to Clarity with Louis DiModugno at Verisk on AI Governance and the Future of Insurance
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31:46In this Unstructured Unlocked episode, hosts Michelle Gouveia and Tom Wilde welcome back Louis DiModugno, now Global Chief Data Officer at Verisk, to discuss his shift from working within insurance carriers to serving them as a partner and vendor. Louis explains that his role focuses on helping carriers aggregate, normalize, and integrate data, ena…
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Baking Up a Storm: The Authentic Rise of Comptoir Bakery with Sebastien, Quentin and Lola Wind #117
50:14
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50:14There’s a hilarious dynamic at the heart of the Wind family, which fuels their very serious passion for culinary excellence with Comptoir Bakery. Sebastien has carefully crafted the business into one that his children, Lola and Quentin, can not only be proud of, but actually become a PART of… So join us on an exploration of how they’ve found their …
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Private Equity Insights and Growth Strategies from Brandon Wolfe
43:45
43:45
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43:45Welcome to another episode of The Insurance Dudes! In this candid and insightful conversation, hosts Jason Feltman and Craig Pretzinger are joined by Brandon Wolfe, Managing Partner at Jordan Partners, to dive deep into the world of insurance agencies and private equity. Ever wondered if insurance is the "legalized mafia" of finance, or why so many…
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Should Young, Married, and Divorced People Approach Life Insurance the Same way ?
35:11
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35:11In this Episode Our Mayor, Heath Shearon as he sits down with Hari Srinivasan to explore the fascinating world of life insurance. From cricket to Cardinals, and from tech to insurance, Hari shares his journey and insights into making life insurance accessible and meaningful. Discover how iCover is revolutionizing the industry with its innovative pl…
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How Kathy Hitchcock Built a Booming Insurance Agency After a Rocky Start
1:10:45
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1:10:45Welcome back to The Insurance Dudes! In this compelling episode, host Craig Pretzinger and co-host Jason Feltman sit down with Kathy Hitchcock from the Hitchcock Insurance Group in Rome, Georgia. Kathy shares her remarkable journey as a young scratch agent, opening her agency in 2015 just months before facing back-to-back rate hikes and near-imposs…
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How to Build Enterprise-Scale Generative AI in Insurance with Vinod Srinivasan
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39:01In this episode of Unstructured Unlocked, Vinod Srinivasan unpacks what it takes for insurers to move beyond generative AI pilots and achieve enterprise-scale impact. He explores what he calls “a race to the starting posts,” outlining the foundational steps — from architecture and governance to cross-functional alignment — that separate real adopte…
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Can Community and Innovation Reshape the Insurance industry?
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58:10
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58:10This week Heath Shearon, the Mayor of Insurance Town, sits down with his good friend Craig Bender, the visionary behind InsureU2. In this episode, Craig shares his journey from a big player in the paintball community as a young "kid" to a leader in the insurance industry. Discover how his unique approach to marketing and community building is resha…
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The Brand with a Buzz: Behind Neve’s Bees’ Sustainable Success with Julie and Ross Macken #116
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46:15A 9 year old Neve Macken posed a question 14 years ago about beekeeping… what grew from that moment set in motion a bee-auty brand with a difference. Neve’s Bees is the brainchild of Julie and Ross Macken’s real life child, and its soaring success hasn’t cost their integrity. Far from it; they’ve built it to work their way. Discover how the Neve’s …
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What secrets does he share on building personal brand?
54:31
54:31
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54:31Episode Summary: Join us for an insightful conversation with Draye Redfern, a marketing expert with a rich background in insurance and a knack for innovative strategies. Draye shares his journey from working in his family's insurance agency to founding Redfern Media, a marketing agency that has helped numerous businesses thrive. Discover the power …
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From Automation to Agency: Indico Data Unveils the Future of Insurance with Agentic AI
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34:54The insurance industry is entering a new era—one defined not by marginal gains, but by structural transformation. Join Indico Data and industry leaders for an inside look at the launch of the industry’s first Agentic Decisioning Platform: a purpose-built AI ecosystem designed to power faster, more accurate, and fully auditable decisions across unde…
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