Planet of the Agents Insurance Podcast Podcast Por Dave Baker arte de portada

Planet of the Agents Insurance Podcast

Planet of the Agents Insurance Podcast

De: Dave Baker
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The Ultimate Insurance Agents podcast for the property and casualty insurance industry. Grow your agency, retain clients, compete in the modern world.2021 Planet of the Agents Economía Exito Profesional Marketing Marketing y Ventas
Episodios
  • Why are people calling on the phone more than in the past?
    Oct 21 2025

    Why Clients Are Calling Insurance Agents Again instead of just sending emails and text messages? What is going on at you insurance agency.

    In this episode, we break down a surprising shift happening across the insurance industry: clients are picking up the phone again. After years of relying on email, portals, and text messages, more customers are calling their insurance agents directly—and the trend is stronger than ever.

    We explore the forces behind this change, including rising insurance complexity, digital communication fatigue, increasing anxiety around renewals, and the renewed desire for human expertise. If your agency’s phone is suddenly ringing nonstop, you're not imagining it. Something real is happening.


    -- Get access to templates, scripts, ready-made marketing and email on https://www.theagentspot.com/join - Discount code PLANET

    In This Episode, You’ll Learn:
    Why digital fatigue is driving people back to voice communication
    How rising premiums, new exclusions, and carrier pullouts are increasing client anxiety
    The role of trust and emotional reassurance in today’s insurance landscape
    Why email and text communication are failing more often
    How AI and automation are influencing client expectations
    The demographic shift affecting communication preferences
    What agencies can do to adapt to this trend—and reduce bottlenecks

    Who This Episode Is For:
    Insurance agency owners, producers, CSRs, brokers, and anyone looking to understand current client behavior and improve service workflows.


    -- Contact me and learn more at https://planetoftheagents.com/

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    18 m
  • Too Much Technology for Insurance Agents
    Sep 23 2025

    -- Get access to templates, scripts, ready-made marketing and email on https://www.theagentspot.com/join - Discount code PLANET
    -- Contact me and learn more at https://planetoftheagents.com/

    In this episode, we dive into one of the biggest hidden problems in the insurance industry today: technology overload. Agents are signing up for CRMs, automation platforms, marketing suites, quoting tools, and “all-in-one” systems—only to discover that most of them create more work, more confusion, and more phone calls.

    If you’ve ever felt buried under dashboards, logins, notifications, and workflows that don’t actually make you more efficient, this episode is for you.

    I break down:
    Why insurance agents end up with tech that doesn’t match their agency size
    How certain platforms actually increase phone volume—especially when you don’t have support staff
    The hidden cost of tools that create extra steps instead of removing them
    How “fear of missing out” pushes agents into systems they don’t need
    The simple framework for deciding which technology truly improves your workflow
    This episode gives you a practical, honest look at what technology is worth keeping—and what’s holding you back from writing more business.
    Whether you’re a solo producer or running a small agency, you’ll walk away with clarity on how to simplify your tech stack, reduce friction, and choose tools that fit your business—not someone else’s.
    Tune in and learn how to reclaim your time, your sanity, and your efficiency by doing less… but smarter.

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    15 m
  • The Power of Connections – Networking Your Way to More Clients and Bigger Wins
    Aug 21 2025

    In this episode of Insure Your Success, host David Baker dives into the game-changing power of networking for property and casualty insurance agents. Discover why building strong social and business connections is key to growing your client base, generating referrals, and staying ahead in the P&C world. David shares practical tips on leveraging LinkedIn, joining professional groups, creating referral partnerships, and exploring creative networking ideas like online communities and content creation. Packed with real-world stories and actionable strategies, this 8-minute episode will inspire you to turn handshakes into policies and boost your agency’s success. Perfect for agents looking to expand their reach and build lasting relationships!

    -- Get access to templates, scripts, ready-made marketing and email on https://www.theagentspot.com/join - Discount code PLANET
    -- Contact me and learn more at https://planetoftheagents.com/

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    15 m
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