Episode 239: Bringing It All Together with ‘Implementer of the Year’ Finalist Vanessa Kimball

Today’s episode I have a special guest joining us – Vanessa Kimball, an agency founder and entrepreneur in the insurance industry. With over 30 years of experience and as a finalist for the Implementer of the Year award, Vanessa is here to share valuable insights and strategies for success. Her planning process for the next year has already begun, with each salesperson creating a list of things to do. Vanessa also highlights the agency’s desire to be more involved in the community, connecting with their clients on a deeper level. We dive into various aspects of Vanessa’s agency, Kimball Insurance. From the implementation of automation to better serve customers to the importance of relationships in the insurance industry. Vanessa also shares how her team utilizes video proposals, onboarding videos, and CRM software to enhance client experiences. Let’s continue to learn and grow together.

Highlights:

  • Teams have a sheet for discussing concerns and clarifications, set by staff.
  • Implementing quarterly staff meetings instead of individual ones to discuss agency updates.
  • Setting the vision is important. Being able to complete the vision organizer process helps set the vision for the future.
  • Follow processes, discuss goals, and create a roadmap.
  • Finding video proposals useful for communicating due to time differences. New hires will also be trained for video proposals.
  • Leading by example, sharing your own experience. Good leadership.
  • Automated customer contact leads to an increased response rate.

About Vanessa Kimball:

Vanessa Kimball, CIC, CISR Founder, Owner, and CEO, Kimball Insurance, The Kimball Group

Vanessa was 2023 UPP Implementer of the Year Finalist

Vanessa Kimball stands as a prominent figure in the insurance industry, embodying the roles of Founder, Owner, and CEO at Kimball Insurance, part of The Kimball Group. Her distinguished credentials, Certified Insurance Counselor (CIC) and Certified Insurance Service Representative (CISR), highlight her extensive expertise and commitment to the field.

Under Vanessa’s leadership, Kimball Insurance has grown into a reputable and trusted entity within The Woodlands, TX. Her entrepreneurial spirit and strategic vision have been central to the company’s success, focusing on delivering exceptional insurance services tailored to the diverse needs of their clients.

Vanessa’s journey in the insurance sector is marked by a deep understanding of the intricacies of insurance policies and an unwavering dedication to client service. This combination of knowledge and passion for customer satisfaction has established her as a respected leader in her community.

Her professional profile, which can be explored in more depth on platforms like LinkedIn, showcases her journey and achievements in the industry. Vanessa’s approach to business is client-centered, ensuring that every aspect of Kimball Insurance is aligned with the goal of providing comprehensive, reliable, and personalized insurance solutions.

As a thought leader and innovator, Vanessa continues to drive her company forward, adapting to the ever-evolving landscape of the insurance world while maintaining the high standards of service and integrity that Kimball Insurance is known for.

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 238: A Lover of People – ‘Implementer of the Year’ Finalist Terren Moore

Welcome to another inspiring episode of the Unstoppable Profit Podcast! In today’s episode, I sit down with the incredible “Lover of People, Terren Moore. Terren is an inspiring individual who has experienced tremendous growth in his insurance agency, specializing in the farming industry. But what sets Terren apart is his genuine love for people, which has been instrumental in his success. Terren shares valuable insights on the power of testimonials, the benefits of automation, and the importance of social proof. He also opens up about his journey as a leader, including the creation of MFI University to provide formal training for his team members.

Highlights:

  • Improved onboarding system led to a better work environment, relationships, and need for a marketing person.
  • Need some things to scale, but not as crazy as they seem.
  • Keep a positive mindset and manifest your goals.
  • Cleaned up content added to Google: blog posts and YouTube channel
  • Deep, meaningful relationships with people, online and offline, help connect and expand networks.
  • Automation determines the appropriate pipeline for each customer, showcasing guarantees and testimonials from reputable sources.
  • What motivated him to take action and establish a formal training program, resulting in a better working relationship.

About Terren Moore:

Terren Moore was a 2023 UPP Implementer of the Year Finalist

Terren started farming at the age of 15 after seeking new interest in his FFA chapter. His story as a first generation farmer has been recognized across the nation on television and several magazines. He began his insurance career with Texas Farm Bureau in 2018 before he opened his own agency in 2021. His farm operation and office are located in Greenville, TX where he grows sweet corn, peas, okra, and turnip greens. On the weekends he enjoys working on his farm and leading worship at his local church in Greenville. He is a member of the National Corn Growers Association and is passionate about his business and the ag industry.

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 237: Leadership Lessons in Controlled Chaos with Oak McCulloch LTC U.S. Army (Retired) – Part 2

Welcome back guest Oakland McCulloch, a retired Lieutenant Colonel and author of the book “Your Leadership Legacy: Becoming the Leader You Were Meant to Be”. After an overwhelming request, I knew I had to bring Oak in for another discussion. Today we break down the topics of conducting effective meetings, dealing with change, and effective communication. Whether you’re a leader in the military, a business owner, or simply someone looking to enhance your leadership skills, this episode is packed with valuable insights and actionable tips. So, sit back, relax, and get ready to level up your leadership game. Let’s dive in!

Highlights:

  • Remaining calm in difficult situations is vital for leading others.
  • The importance of effective team meetings and how leaders can improve them.
  • Have an agenda in advance & and set time limits for better meetings.
  • Don’t fear change when put in charge of an organization. Make changes gradually and assert your leadership.
  • Leaders must anticipate and adapt to future changes for continued success, rather than reacting to change.
  • It is important to communicate concisely and clearly. Communicate face-to-face for clarity and understanding.
  • Improved communication and team bonding through in-person interactions.

About Oak McCulloch Lieutenant Colonel U.S. Army (Retired):

Oakland McCulloch was born in Loudon, Tennessee and raised in Kirkland, Illinois. After graduating from high school, he attended the United States Military Academy at West Point for two years. He then graduated from Northern Illinois University and received his commission as an Infantry Officer through the Reserve Officer Training Course in 1986.

In his 23-year career in the Army Oak McCulloch held numerous leadership positions in the Infantry and Armor branches. He assisted in disaster relief operations for Hurricane HUGO in Charleston, South Carolina and Hurricane ANDREW in south Florida. His operational deployments include Operation Desert Shield/Desert Storm in Saudi Arabia and Iraq, Peace Enforcement Operations in Bosnia and Peace Keeping Operations in Kosovo. He held numerous instructor positions at the US Army Ordnance School, the US Army Command and General Staff College, the Australian Command and Staff College and the University of South Alabama. His last position in the Army was a three-year tour as the Professor of Military Science at the University of South Alabama where he led the training and commissioning of Lieutenants and tripled the size of the program in his three-year tour.

LTC McCulloch retired from the Army in September 2009 with over 23 years of active service and joined the staff at the Bay Area Food Bank as the Associate Director during the BP oil spill in the Gulf of Mexico. He was also the Vice Chair for Military Affairs on the Mobile Area Chamber of Commerce and a member of the Mobile Rotary International Club. He left the food bank in December 2010 to become the Recruiting Officer for the Eagle Battalion Army ROTC program at Embry-Riddle Aeronautical University. In his 15 years as the Recruiting Officer, he grew the program at Stetson University from 15 Cadets to over 100 Cadets and he more than doubled the size of the Eagle Battalion. Cadet Command selected Oak as the top recruiting officer, out of 274 recruiters, for 2019. In his 15 years of working with Army ROTC he was involved in the commissioning of over 550 Lieutenants for the United States Army.

In February 2021 LTC Oak McCulloch published his first book – “Your Leadership Legacy: Becoming the Leader You Were Meant to Be”.

LTC McCulloch earned a Bachelor of Science degree in History from Northern Illinois University in 1987 and a Master of Military Arts and Science in Leadership and History from the United States Army Command and General Staff College in 2002. He received thirty-one military service awards including the Bronze Star, eight Meritorious Service Medals and the Humanitarian Service Medal.

LTC Oak McCulloch is married to the former Kelly Smyth of Wauconda, Illinois. They were married at Fort Sheridan, Illinois in 1987 and they have two children, Oakland Vincent McCulloch and Caileigh Nicholson. They also have a granddaughter, Ryleigh Jade Nicholson and two grandsons Christopher Bryce Nicholson and Oakland Maverick McCulloch.

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

 

Episode 236: What Do You Focus On? with Ryan Hanley

Get ready for a thought-provoking episode full of valuable lessons and practical strategies to help you focus on what truly matters in your life. This episode I am thrilled to welcome Ryan Hanley, a seasoned insurance professional and digital marketing specialist. We explore the importance of focus, goal setting, and self-discipline in achieving success. Ryan shares his personal journey of finding his passion in digital marketing and how it has propelled him to create his own successful insurance agency, Rogue Risk. Also diving into generational trauma and the impact our decisions and actions have on future generations. Ryan emphasizes the need for self-reflection, setting priorities, and staying focused on one’s “one thing.”

Highlights:

  • The equation for success: value creation x hard work. Applies to those who want more in life.
  • Working on high-leverage projects for success and compares it to his own experience working on low-leverage projects.
  • Envy motivates success-minded individuals to think strategically and maximize their efforts for desired outcomes.
  • Prioritization: Reflection on divorce led to self-improvement, including journaling.
  • Understand the ripple effect of your choices and the concept of generational trauma. Don’t deceive yourself.
  • You need to focus on being a revenue producer. Don’t get distracted and delegate tasks.
  • Having well-trained staff allows for efficient problem-solving, making leaders unburdened and able to focus on critical issues.

About Ryan Hanley:

Hi, I’m Ryan Hanley

I’m an executive, entrepreneur, speaker, author, and podcaster.

NONE of these are reasons you should care about anything I say…

There is only one reason; I don’t give up. I don’t give in. I keep going.

Whether its leading a team, corporate workshop or on stage in front thousands, my stories are based on inevitable ups and downs that accompany tenacious growth.

If you want to know what it’s like to live a life of perpetual forward progress,

If you live with crazy ambition and struggle with how to harness it,

If you want to become the best version of yourself, …then you’re in the right place.

Website:   https://ryanhanley.com/
LinkedIn:   https://www.linkedin.com/in/ryanhanley/

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 235: Leadership Lessons in Controlled Chaos with Oak McCulloch LTC U.S. Army (Retired)

This week I have the pleasure to have the renowned author and speaker, Oakland McCulloch. Together, we delve into the fascinating world of leadership, exploring the continuous journey of improvement and the ability to navigate change in controlled chaos. Oakland shares his expertise on servant leadership and the importance of taking care of your team, leading to better performance and loyalty. We discuss the consequences of employees feeling unappreciated and the increasing trend of resignations in America. Get ready to discover the power of developing and empowering your team, earning trust through actions, and the importance of building a legacy of leadership.

Highlights:

  • The speaker has been involved in recruiting officers for the Army for 16 years.
  • Your legacy is not about the company, but the leaders you produce.
  • Producing leaders with lasting impact, substituting nations with any domain.
  • Reflect on failure, prioritize improvement over personal gain, and embrace servant leadership for success.
  • Define the vision for the future, create a plan to achieve it, and shape your organization’s culture to align with it.
  • Trust is crucial in organizations for the people inside to know each other.
  • Leadership should extend in all directions, not just from top to bottom.

About Oak McCulloch Lieutenant Colonel U.S. Army (Retired):

Oakland McCulloch was born in Loudon, Tennessee and raised in Kirkland, Illinois. After graduating from high school, he attended the United States Military Academy at West Point for two years. He then graduated from Northern Illinois University and received his commission as an Infantry Officer through the Reserve Officer Training Course in 1986.

In his 23-year career in the Army Oak McCulloch held numerous leadership positions in the Infantry and Armor branches. He assisted in disaster relief operations for Hurricane HUGO in Charleston, South Carolina and Hurricane ANDREW in south Florida. His operational deployments include Operation Desert Shield/Desert Storm in Saudi Arabia and Iraq, Peace Enforcement Operations in Bosnia and Peace Keeping Operations in Kosovo. He held numerous instructor positions at the US Army Ordnance School, the US Army Command and General Staff College, the Australian Command and Staff College and the University of South Alabama. His last position in the Army was a three-year tour as the Professor of Military Science at the University of South Alabama where he led the training and commissioning of Lieutenants and tripled the size of the program in his three-year tour.

LTC McCulloch retired from the Army in September 2009 with over 23 years of active service and joined the staff at the Bay Area Food Bank as the Associate Director during the BP oil spill in the Gulf of Mexico. He was also the Vice Chair for Military Affairs on the Mobile Area Chamber of Commerce and a member of the Mobile Rotary International Club. He left the food bank in December 2010 to become the Recruiting Officer for the Eagle Battalion Army ROTC program at Embry-Riddle Aeronautical University. In his 15 years as the Recruiting Officer, he grew the program at Stetson University from 15 Cadets to over 100 Cadets and he more than doubled the size of the Eagle Battalion. Cadet Command selected Oak as the top recruiting officer, out of 274 recruiters, for 2019. In his 15 years of working with Army ROTC he was involved in the commissioning of over 550 Lieutenants for the United States Army.

In February 2021 LTC Oak McCulloch published his first book – “Your Leadership Legacy: Becoming the Leader You Were Meant to Be”.

LTC McCulloch earned a Bachelor of Science degree in History from Northern Illinois University in 1987 and a Master of Military Arts and Science in Leadership and History from the United States Army Command and General Staff College in 2002. He received thirty-one military service awards including the Bronze Star, eight Meritorious Service Medals and the Humanitarian Service Medal.

LTC Oak McCulloch is married to the former Kelly Smyth of Wauconda, Illinois. They were married at Fort Sheridan, Illinois in 1987 and they have two children, Oakland Vincent McCulloch and Caileigh Nicholson. They also have a granddaughter, Ryleigh Jade Nicholson and two grandsons Christopher Bryce Nicholson and Oakland Maverick McCulloch.

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 234: Consistently On Priority

Consistency is the word of today’s episode. Breaking down the subject of consistency and its impact on achieving personal and professional goals. I share valuable insights and lessons from my recent experience working with independent insurance agents. Emphasizing the importance of accountability and self-discipline in building consistency in our lives. Drawing inspiration from a successful consultant in 1918 and Apple’s transformation under Steve Jobs, I unveil a powerful strategy for prioritization that can propel us toward greater productivity and success.

Highlights:

  • Simple rules guide complex behavior, fewer priorities lead to better work and output.
  • Plan your day the night before with a list of 6 tasks.
  • Consistency is key to achieving personal and professional goals.
  • Lack of consistency is the number one reason for not achieving goals.
  • Focus, discipline, and consistency lead to success. Priorities and results are crucial.

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 233: Why Your Dreams Are NOT Big Enough

Today I delve into the power of vision and the importance of thinking bigger. Drawing from my own experiences I share a story that made me realize the need to expand my mindset and outlook into the future. Do you know the impact of removing the weakest link in your team and how it can positively affect your business culture? I take you through my journey of self-discovery and being influenced to set a vivid vision for my agency. Step out of our comfort zones and dream bigger than ever before!

Highlights:

  • The importance of vision.
  • Evolved their mindset and developed a bigger vision.
  • Surprised by my own limited mindset.
  • Core values, marketing strategy, quarterly goals, and long-term vision.
  • Start somewhere, figure out a plan, build accountability, impact lives, and create freedom.

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email info@unstoppableprofitproducer.com

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 232: Bot-Driven Standards, Procedures & Workflows with Mike Fusco

What are the advantages of using bots in insurance agencies, such as automating data entry and account creation?

Listen in as this week we delve into the world of bot-driven standards, procedures, and workflows in the insurance industry. My guest Mike Fusco shares his insights and experiences on utilizing automation and technology to streamline processes and improve efficiency in insurance agencies. From the importance of knowledge before teaching others, to the different client categories based on revenue levels, we cover it all. Join us as we explore the impact of automated bots, such as the onboarding bot and the audit bot, in transforming the way agencies operate. Get ready for an enlightening conversation with valuable takeaways for business growth. Let’s dive in!

Be sure to check out our upcoming 2023 Be Unstoppable Bootcamp, October 19-21, 2023 www.beunstoppablebootcamp.com

Highlights:

  • Discussing bots and the potential to use RPA in agencies.
  • Efficiency and productivity are key goals for the agency, especially in terms of ENS.
  • Hiring qualified people is challenging, so they brought in RPA.
  • Pipedrive is preferred for texting. Bots are needed to move data.
  • Bot 1 & 2
  • Bot 3 onboards clients via emails and provides credentials, perks, and welcome information; changes password yearly.
  • What bots are coming in the future.

About Mike Fusco:

Michael, a New Jersey native, relocated to San Diego in 2001 after graduating from the prestigious Robert H. Smith School of Business at the University of Maryland, College Park. Shortly after arriving, he started his first insurance job with a national carrier, where he worked his way to a supervisory position.

Michael joined the independent agency channel in 2005, learning about construction insurance markets and a wide range of products and services.  While honing his skills as a competent broker, Michael also served as the agency’s sales manager, overseeing a team of 26 in a highly functional sales unit.

In September of 2010, Michael was named CEO of Fusco Orsini & Associates, which he holds with great pride.  The firm started with three people focused on property & casualty insurance products, primarily in the commercial space. Michael is proud of the firm’s growth, now able to consult clients on strategies within the following areas:

  • Property & Casualty Insurance
  • Employee Welfare Programs
  • Risk Management
  • Compliance
  • Non-Insurance Consulting Services
  • Bonding
  • Technology Platforms

Michael enjoys spending time with his family and friends and coaching and playing ice hockey in his spare time.  He welcomes connections through his LinkedIn profile.

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 231: Implementer of the Year Shares Her Secrets with Erin Neill (Encore)

 

Implementing the three P’s, (People, Process and Promotion) in the best ways to continue to grow her agency, create wealth, and have more freedom, won Erin Neill the audience vote for Implementer of the Year. Listen in as Erin shares some of the strategies she used to achieve her goal do writing a million dollars in new business premiums and create processes for her team and clients to access information effectively and efficiently.

Be sure to check out our upcoming 2023 Be Unstoppable Bootcamp, October 19-21, 2023 www.beunstoppablebootcamp.com

Highlights:

  • Developing a Silver, Gold, and VIP client segmentation to determine where to focus.
  • Sending gifts to clients based on their designations in order to encourage referrals.
  • Utilizing a handwritten note to individuals with insurance licenses to draw them into her award-winning agency.
  • Pulling inspiration from Bill Butler, Erin created her own intranet that has become a great source for her team and freed up her time to focus on other things.
  • The benefit of being a member of the platinum coaching and the wealth of information garnered from mastermind members.

About Erin Neill:

Hi! I’m Erin Neill, and as the principal agent and owner of Hanby Insurance, I wear multiple hats. My journey in the insurance world began back in 1999 when I joined a Nationwide Insurance agency located in Garland, Texas. Being born and raised in the Dallas area, I take immense pride in being a Texan, and my family’s ties to the Rockwall region go all the way back to 1853.

When I’m not busy at the office, you’ll most likely find me cherishing quality time with my husband, Jeremy Neill, and our two daughters, Charlee and Georgia. Traveling as a family is one of our favorite pastimes, and Walt Disney World holds a special place in our hearts as one of our go-to destinations.

Beyond my personal life, I’m also deeply committed to serving the local community. Currently, I serve on the board of directors for Meals on Wheels Senior Services of Rockwall County, and I’m a proud member of Soroptimist International of Rockwall—a wonderful women’s organization dedicated to empowering women and girls around the world.

It’s a joy to balance my professional career, family life, and community service, and I’m grateful for the opportunities that allow me to make a positive impact in the lives of others.

https://hanbyinsurance.com/

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 230: Unified Patriots in Your Business

Do you know the importance of patriotism in your company? Today Joel McKinley and I delve into the concept of patriotism and how it can be applied in the business world. We’ll explore the power of finding like-minded individuals who will fight for a cause, the importance of defining core values, and the impact of building strong teams within the Unstoppable Nation. We’ll also share personal stories of connection, discuss the true motivators behind fighting for a cause, and offer valuable insights for attracting and recruiting the right individuals for your insurance agency business. So sit back, relax, and get ready to unlock the secrets of creating a unified and purpose-driven business.

Be sure to check out our upcoming 2023 Be Unstoppable Bootcamp, October 19-21, 2023 www.beunstoppablebootcamp.com

Highlights:

  • Soldiers fight for love, not hate. It’s about unity and love for their team and organization.
  • Importance of designing effective interview questions.
  • The importance of unifying purpose and mission for success.
  • Connecting with people is crucial in the insurance agency business, especially during difficult times. Serving people at a high level is important.

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

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