In Episode 23 of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin-Ramsey welcome back Christine Lee, an agency growth coach at Chicagoland SIA. This episode dives deep into the critical reports that insurance agency owners should be reviewing regularly to ensure growth and profitability. Christine shares her insights on the importance of daily, weekly, monthly, and quarterly reports, focusing on key performance indicators (KPIs) that drive agency success.

Join us as Christine discusses the essential daily reports that keep processes and procedures in check, the weekly metrics that fuel producer competition, and the monthly and quarterly reports that provide a comprehensive view of the agency's health. Whether it's tracking renewals, managing claims, or monitoring prospecting pipelines, Christine offers practical tips and best practices to help agency owners stay on top of their reporting game.

Tune in for an informative conversation packed with actionable strategies for independent insurance agents looking to optimize their reporting processes and drive growth in their agencies.

In this insightful episode of License to Talk Insurance, your hosts Amanda and Kelsey dive into the essential steps for developing a tech stack tailored to independent insurance agencies. They discuss the critical components of a tech stack, from agency management systems to customer relationship management (CRM) tools, and website essentials.

Amanda and Kelsey provide practical advice on identifying key pain points technology can alleviate, finding and vetting the right vendors, and ensuring your tech solutions are scalable and compliant with industry standards.

They also share tips on avoiding common red flags when choosing tech vendors and highlight the importance of cost transparency and ease of use. Whether you're a new agency owner or looking to optimize your existing tech stack, this episode offers valuable insights to help you streamline your operations and enhance your client interactions.

Tune in to learn how to make informed decisions and build a tech stack that will grow with your agency, saving you time and money while boosting efficiency and client satisfaction.

In this episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey dive into the often-overlooked skill of perception checking. Join Amanda, the Director of Marketing, and Kelsey, the Director of Digital Strategy at Chicagoland SIA, as they explore the nuances of effective communication within the insurance industry. They discuss the importance of self-awareness, body language, and adapting to various communication styles, including generational and cultural differences. Through relatable anecdotes and practical tips, Amanda and Kelsey illustrate how mastering perception checking can prevent misunderstandings and foster stronger relationships with clients and colleagues. Tune in to learn how to enhance your communication skills and better serve your clients in this insightful and engaging episode.

In the 20th episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey are joined by special guest Tammy Nelson, Personal Lines Manager at Chicagoland SIA. With over 30 years of industry experience, Tammy shares invaluable insights into the underwriting factors shaping personal lines insurance policies today. From the impact of credit scores to evolving trends in roof coverage, Tammy delves into the nuances agents need to navigate for optimal client outcomes.

Throughout the episode, the trio explores significant trends, including the rise of telematics in personal auto policies and the growing importance of educating clients on coverage adequacy. They discuss strategies for agents to adapt to industry changes, emphasizing the role of education in empowering clients to make informed decisions about their insurance needs. From the benefits of long-term carrier loyalty to the critical importance of adequate liability limits, Tammy, Amanda, and Kelsey underscore the mission of insurance agents as trusted advisors in safeguarding their clients' financial well-being.

As the conversation unfolds, listeners gain valuable insights into how agents can enhance client relationships, tailor coverage options, and stay ahead of emerging industry trends. With a focus on education and client empowerment, this episode equips independent insurance agents with the tools and knowledge needed to thrive in a rapidly evolving insurance landscape. Join the conversation and stay tuned for more expert insights in the world of insurance on "Licensed to Talk Insurance."

n this episode of "Licensed to Talk Insurance," hosts Kelsey Ramsey and Amanda Yaniz delve deep into the realm of data and analytics, providing invaluable insights for independent insurance agents looking to make informed marketing decisions. From leveraging tools like Google Analytics, Google Search Console, and CRM systems to analyzing email marketing strategies and social media analytics, this episode offers practical tips and strategies to maximize marketing effectiveness.

Listeners will learn how to interpret data to determine optimal posting times, refine email marketing campaigns, identify high-performing content, and even cross-sell policies using insights from their agency management systems. Packed with actionable advice and real-world examples, this episode is a must-listen for insurance professionals seeking to harness the power of data-driven marketing to grow their businesses.

Whether you're a seasoned agent or just starting out, join Kelsey and Amanda as they guide you through the process of decoding data and unlocking marketing success in the insurance industry.

In this episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey delve into the world of generative AI and its implications for independent insurance agents. Focusing on ChatGPT they explore its functionalities and discuss how it can assist agents in various aspects of their marketing endeavors. From summarizing articles to assisting with social media posts and hashtags, ChatGPT is a valuable resource - particularly for agents with limited resources. However, they caution against overreliance and emphasize the importance of maintaining human-to-human connections. they also point out the limitations of ChatGPT's knowledge of Insurance and that the AI easily confuses coverages with similar names. With practical insights this episode provides a comprehensive guide for agents looking to leverage AI effectively in their business strategies while retaining their unique value proposition.

In this episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey discuss practical and cost-effective ways for independent insurance agents to market themselves. They delve into online marketing strategies, emphasizing the importance of a strong website, effective use of Google Business profiles, and leveraging social media channels. The hosts also explore traditional marketing approaches, such as attending community events, collaborating with local businesses, and participating in conventions. The episode concludes with valuable insights on time management for marketing efforts and the significance of consistency in building relationships and brand presence.

In this episode of License to Talk Insurance, Amanda Yaniz and Jenny McNulty discuss the extensive support and resources offered by Chicagoland SIA. Jenny, a VP specializing in recruiting and member alignment, reflects on her transition into this role and delves into the diverse assistance provided to agency prospects and members.

She highlights the intricate process of setting up an independent agency from scratch, guiding individuals through legalities, obtaining licenses, and offering continuous support. Jenny emphasizes the agency's comprehensive aid in selecting the right technology, marketing platforms, and even fostering connections among agency owners for mutual benefit.

Moreover, she illustrates instances where Chicagoland SIA provided solutions for members' challenges, whether finding insurance markets or aiding in hiring and setting up payroll for growing agencies. The episode underscores Chicagoland SIA's commitment to member success, facilitated by the dedication of the team, including agency growth coaches, who provide ongoing support and guidance.

Overall, the conversation showcases the team's hands-on approach, personalized support, and commitment to nurturing and empowering independent insurance agents throughout their journey.