Episode 248: The Implementer of the Year Maura Perkins

Today I am bringing a thought-provoking conversation with Maura Perkins, the 2023 UPP Implementer of the Year! Maura shares her journey in the insurance industry and her battle with cancer, providing insights into her unwavering determination and resilience. We delve into her strategic approach to achieving her goals and the impact of participating in UPP’s coaching program. Maura’s stories and experiences illuminate the power of perseverance and the drive to overcome adversity. Join us as we uncover the invaluable lessons and inspiration from Maura’s remarkable journey.

Highlights:

  • Grateful for the presence, recognition, support, and success in the program.
  • Struggling with challenges, uncertain about future.
  • Unexpectedly embraced insurance event; positive fellowship and support.
  • Initially skeptical, but eventually fully committed and successful.
  • Having a plan helps with accountability and achieving goals.
  • Seeking guidance, accountability, and alignment within a coaching group for personal and professional growth.

About Maura Perkins:

Maura Perkins, President of Sagacious Insurance Services, is a seasoned insurance broker with 36 years of brokerage experience.  Having worked for a various sized agencies in the past, she had the experience to start her own insurance brokerage with her own business model.  Sagacious Insurance Services began in 2012 offering all lines of insurance to provide a full offering of products to clients.  Many small to medium sized business were asking the agency for HR related support services.  A client need was discovered and Sagacious now offers HR support services to their clients as a Fee for Service model.  This podcast provides information on services agency’s may be performing for free and lend ideas on how your agency can adopt a similar revenue stream.  Are you leaving money on the table?

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

Email: [email protected]

Website: http://unstoppableprofitproducer.com/

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

Podcast: http://unstoppableprofitpodcast.com

If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

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 216: The Keys to the Vault-PPP

On this episode I discuss the importance of building an agency business around excellent people, world-class processes, and systems. I introduce our Vault, an online portal providing 24/7 access to resources for agency growth. Want to hear a success story of a client who has implemented our three P’s philosophy? Really emphasizing the significance of ongoing training, setting goals, and making good business fits. I encourage listeners to invest in themselves and focus on the “right work” for success while offering opportunities to connect and schedule a growth session.

Highlights:

  • Invest in self-improvement, learn from successful people, developed three P’s to reinvent agency and separate teams.
  • Reverse engineer organization around key roles, assign owners for processes, aim for excellence in people and systems to grow business. Promote after getting processes and people right.
  • Three P’s philosophy creates wealth in agency business while impacting lives personally and professionally
  • Check out money-making strategy series and podcasts on UPP Youtube, look for “The Three P’s: Keys to Your Vault” podcast.
  • Access everything from world-class processes to niche marketing in the constantly updated and available vault, promoting and leading your agency to success.

If you want to learn more, please Schedule Your Agency Growth Session (click here) today!

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 208: Planned Pro-Active Disruption with Jesse Parenti

Are you ready to revolutionize your approach to risk management and take your insurance business to new heights? Tune in as I explore the world of proactive risk management with Jesse Parenti, an expert in the insurance industry. Jesse shares his valuable insights from working in the unique niches of the pizzeria and cannabis industries, and how his focus on company culture, safety, and accountability has led to his success.

Highlights:

  • If you come in with an idea of solving a problem, not quoting insurance, that’s really the beginning of separating yourself from what everyone else is doing the industry.
  • Establishing your CSA – Culture, Safety and Accountability
  • If you actually help people be proactive, they will trust you in a way that no one has.
  • The OSHA safety code is the bible of safety, and issues with an employee can often be resolved with effective communication between HR and Safety departments.
  • Ensure that you have built accountability into your culture
  • Create a leadership that is focused on the pro-active rather than the reactive.
  • Why should people do business with your company over and above all of the options available to them? Because you already have you CSA proactively in place.

 

About our Guest:

As Founder of JP Squared Consulting, a risk management company, Jesse Parenti offers over 17 years of commercial lines risk management, specializing in protecting the transportation and food delivery industry and over 7 years in the Cannabis industry nationally.

His key client base includes last mile delivery, pizza and food delivery, cannabis cultivators, extractors, manufacturers, B2C delivery, B2B transportation and distribution organizations, including full vertically integrated operators and MSO’s. He helps create custom solutions as a trusted risk advisor using safety, consulting, HR and insurance placement.

Jesse has been a proud associate member of multiple business organizations and advocacy groups to build and nurture key relationships and continue to grow his business:

You can contact Jesse at:

Mobile: 805-704-6607

[email protected]

 

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 206: WHY You Do It

“If you don’t know why you do what you do, how can other people, including your team,  possibly decide to follow you or join your team?”

This week we are exploring the process of discovering and refining your core values, which are essential and timeless guiding principles that define your culture and attract people to your organization. By understanding and embracing why we do what we do, we can better serve our clients, inspire our teams, and ultimately, make a positive impact on people’s lives.

Highlights:

  • Look at what everybody else is doing and do the opposite.
  • People don’t buy what you do. They buy, why you do it.
  • Your Core Values are a small set of essential and timeless guiding principles and define your work culture.
  • Discover some quick steps to create or refine your core values
  • Communicate the core values to the rest of the organization. This will involve planning, practicing, and a clarity of message.
  • I share a strategy I recently implemented on how to have people on the team reflect on UPPs core values.

 

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 105: 3 Insider Secrets to 230% Yearly Growth

 

I am excited to have a returning guest on today’s episode, Jesse Parenti.  When Jesse and I recently talked he told me about some numbers that stopped me in my tracks, and I knew I had to have him back on.  Jesse is going to share with us some strategies that he is using to increase his growth substantially.  You are not going to want to miss this one.

Highlights:

  • How Jesse’s first encounter with Mike changed his mindset about the insurance industry
  • Building a business plan around your ideal client
  • Overcoming fear and be willing to be uncomfortable in the process of success
  • Moving from auto and home insurance to find his niche in the food industry, especially in pizza delivery
  • The effects that Covid had on his industry niche and finding his next one in the cannabis industry
  • How anticipated growth over the next year is changing the way they are organized and marketing
  • His top three tips on carving out your own niche

 

About Our Guest:

As Director of Programs for PCF, Jesse Parenti offers over 15 years of commercial lines risk management, specializing in protecting the Delivery industry and over 4 years in the Cannabis industry nationally. PCF is licensed in all 50 states, managing 2000 + restaurant locations and 350+ cannabis businesses and growing.
Mr. Parenti’ s key client base includes last mile delivery, pizza and food delivery, cannabis cultivators, extractors, manufacturers, delivery and distribution organizations. He helps create custom solutions as a risk advisor using safety, consulting, HR and insurance placement.

 

You can reach out to Jesse at:

[email protected]
www.ninepointstrategies.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
Email [email protected]

Episode 104: Slam the Back Door Shut

 

In today’s episode, I want to talk about slamming your back door shut. What does that mean?  While you are focused on getting new clients and obtaining new ventures, you may have clients slowly and quietly slipping out the back door. Now is the time to make sure this is not happening to you.

Highlights:

  • The importance of focusing on retention and reviewing your numbers
  • Finding the right coach for the right focus to ensure you are doing everything for your business
  • Having diversity in your team leaders skills is a definite asset to a winning team
  • Always staying on top of your scorecard with regular defined meetings
  • Increase your retention with the number of policies you can offer a client
  • Your scorecard for your agency should be based on the culture, the characteristics, the traits, and the makeup of your own agency business
  • Creating moments of check-ins with your clients that are not based on the renewal period of the policies
  • Strategies for handling those clients that have lapsed in payment that may increase retention

 

Links mentioned:

www.uppfaststart.com

www.beunstoppablebootcamp.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
Email [email protected]

Episode 95: The ORIGINAL IA App

Matt Aaron entered the app creation world early on knowing that it was going to become the large successful market it is today.  During an incident that made him realize that there was potential in the InsureTech business, Matt went on to create the Insurance Agent App, a way for clients to quickly and efficiently connect with their insurance agent.  Join Matt and I, as we discuss the importance of mobile technology in the insurance field and what it can offer to you.

 Highlights:

  • His start in media and entertainment and developing online games
  • Having the foresight to get into app development while it was still in its infancy stage on apple
  • His inspirational story of what led him to the insurance world
  • Being connected to your customers through mobile technology
  • Not all apps are created equal. Be thorough and use your discretion.
  • The customizable app integration that Insurance Agent App offers to assist communication with clients
  • Upcoming features that are in development

 

About Our Guest:

Matt Aaron is an entrepreneur with the unique ability to bridge content platforms.

In 2012, Matt and his team developed Insurance Agent App – the premier service platform for independent insurance agencies & brokerages.  Insurance Agent App connects agencies with their clients and carriers BEFORE, DURING & AFTER events happen, automates digital convenience, and increases retention & profitability.

Recently, ACORD named Insurance Agent App one of the TOP 10 InsurTechs, and they continue to move the IA channel forward working with ACT – the Agents Council for Technology.

Prior to Insurance Agent App, the bulk of Aaron’s career was in media and entertainment with Paramount Pictures and CBS Corporation.

Aaron is an alumnus of Brown University, earned his MBA from UVA’s Darden School, and resides in Charlotte, NC with his wife and two sons.

980.322.7723

[email protected]

https://insuranceagentapp.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
Email [email protected]

Episode 69: A Decision Leads to Texas Size Action with Kim Dunahoe and Kathy Cooley

Kim Dunahoe learned the insurance business when she was young from her dad. He would take her outselling policies door to door. That hard work and persistence is what makes the Dunahoe Insurance Agency what it is today. Mike is joined by Kim and one of her valued team members, Kathy Cooley, to discuss how their recommitment to the company led to change and growth.

Highlights:

  • Moving forward with the right employees for progress and success
  • Developing a direction and getting engaged in the business
  • Learning to delegate to everybody’s strengths
  • Achieving goals and setting new ones
  • The importance of processes
  • Participating in masterminds to grow yourself, your business and your team
  • Taking time to educate yourself and your clients

About Our Guests:

Kim Dunahoe went to work with her father, Everett Dunahoe at Dunahoe Insurance Agency, Inc in 1981.  She has worked in many roles there from file clerk to a customer service rep to commercial line manager to office and project manager.   With the declining health of her father, the total operations of the agency became her responsibility.  Following his passing in 2016, she became the sole owner.

In addition to agency responsibilities, Kim is a member of the Order of the Eastern Star where she has held and continues to hold many positions within the local chapter and Grand Chapter of Texas.  In her ‘spare time’ she travels as much as possible, within & outside the lower 48, as well as spending time with family.

Kathy Cooley began her journey into insurance from a legal aspect.  She worked with an insurance group with insurance defense.   From there she took the next step in becoming a field agent with Dunahoe Insurance and has not turned back since.

 

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
Email [email protected]

Episode 55 : Special Guest Russ Castle

Less Is More

Welcome everybody. This is Mike Stromsoe coming to you live from the Living Agency Laboratory and we’re here for another episode of the Unstoppable Profit Podcast. I am uber pumped, uber excited, and uber grateful to have a top performing niche agency on the line today to share with you gold nuggets that you’d never heard anywhere else.

Here’s a a small taste of the interview for those of you who do not know the Unstoppable Russ Castle…

Russ Castle:

I’m third generation agent. I’ve been doing this, April 15th was end of my 28th, so starting my 29th years, so just coming up to 30. I did do a couple of years before with farmers. So I’ve actually been in the industry just over 30 years, but an independent broker, for 28 almost going on 29. Family; Wife, two kids, two grown kids, both just getting out of college. Our agency and our home is in Redwood city, at the Silicon Valley. When I took over or when I started working with my father 37 years ago, and he had worked for his father-in-law prior to that. Grandpa started in the 40’s, dad started in the 60’s, and I started, as I said, 30 years ago. We were generalist and probably about 20 years ago started really looking at niches and doing it.

Most recently we were very honored to be Rough Notes Agent of the month for March of this year. And that was a huge feather in our cap for as a team, not only just me. And our revenue, our numbers continue to just blow us away. And it’s all attributable to being a niche player, the efficiencies, etc.

One of the things I learned in Rough Notes that I really wasn’t aware of is where I stand versus other agencies because I’m always, if I can do it, everybody can do it. And I was told in Rough Notes that my revenue per employee is about triple of the national average, which just totally blew me away. But it’s a group effort and I attribute that to my team, it’s not just me. Thanks for asking Mike.

Mike Stromsoe:

Hey, no problem whatsoever. And I will second that and agree with what Rough Notes said. I am familiar with the numbers of a lot of agents all over North America and you, my friend, are at the very top of the charts. You’re to be highly commended for that. But I also know because of our relationship and what I know about your agency, it’s because of the niches. And at the end of the day, the niches are something that when you’re willing to do the work, because as you know, the only time success comes before work is in the dictionary, right?

Russ Castle:

Yeah.

Mike Stromsoe:

Okay. And you’ve done the work.

Russ Castle:

I think these are relatable to other people that are on here. At the stage I am in my career I always want to help them get back. So to relate to other people, I only have three employees and the numbers that we do are commensurate with, in my peers of people that have, like I said, three times, four times that many employees. I’m very proud. We were up to seven at one point, plus me, so eight of us. And I’m glad that we’re only, I don’t want to manage people. My business is set up and it’s fitting what I want to do. And so I’ve got rockstars in those three ladies but we’re a small office, so don’t look at this and if you’re hearing this and thinking, well, he’s huge. He’s doing X, he’s doing Y. There’s three ladies and me and when it comes to the habitational niche, it’s one lady and me. So anyhow, just trying to put in perspective more to people that are listening.

Mike Stromsoe:

Yeah. And we’re going to get to this a little bit later on in the podcast, but you’re living life on your own terms and there is a lot of people out there that would give a body part, and we will get specific on that in the podcast today, to be able to do what you do. And I hear it from not just my earshot, but a lot of other people within the industry that, no disrespect Russ, we’re talking behind your back out of deep admiration for what you’ve built. So kudos to you.

Russ Castle:

I feel honored and blessed and just because of a lot of people that have helped me, I want to do the same in giving back.

Listen to the podcast for ALL of the gold nuggets!

My friends, thank you so much for investing time today to learn more about just the beginning phases of niches and there are riches in niches if you’ll learn what you need to learn and do the work. Success does leave clues. Speaking of success, Russ, thank you for investing time today to be on this episode of the Unstoppable Profit Podcast.

Hey, everybody, thank you for spending time with us on this episode of the Unstoppable Profit Podcast and I can’t wait to bring to you even more success on our next episode, so make sure you continually tune in.

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

Gratefully,

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

PS “Nobody can go back and start a new beginning, but anyone can start today and make a new ending.”

– Maria Robinson

 

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