Tag: AI

Episode 227: Your Next “A” Team Member via AI

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Today we bring the latest insights and strategies to help you thrive in your business using AI. I am joined by a special guest, Joel McKinley, to discuss the power of artificial intelligence in recruiting and hiring top talent. From creating an ideal candidate avatar to crafting compelling recruitment ads, we unveil the secrets to building a world-class team. While also exploring the role of culture in organizational success and how AI can be leveraged for interviewing and identifying the right fit. So, get ready for an inspiring conversation that will revolutionize the way you approach talent acquisition. Let’s dive in and discover how AI can be your secret weapon in finding your next A-team member.

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

Highlights:

  • Embrace change; it’s crucial for success.
  • AI-generated summary for recruiting and hiring a top-performing producer in the insurance agency business, based on the characteristics, skills, and daily work habits needed.
  • Using AI to identify the necessary skills and track records for high-performing insurance agency employees.
  • Customers will love a company when employees love it first.
  • The importance of adopting AI to succeed in the market.

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 212: Inside The Circle

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All things AI today as I speak with Torey Maerz the co-founder of Rocket Referrals turned Client Circle. We explore how AI can be used to better personal communication for companies while still keeping the human touch. Torey shares with us his personal story and how it shaped their company’s values, emphasizing the importance of putting people at the forefront. We also dive deeper into the evolution of Rocket Referrals to Client Circle and their comprehensive communication platform for the entire client experience. Join us as we explore the future of AI and creating a fully automated hands-off process from website form to sold policy.

 

Highlights: 

  • Torey shares about his company’s ten-year journey with their brother, wanting to make a big difference.
  • Rocket Referrals name change to Client Circle to reflect their evolution from a referral generation platform to a comprehensive communication platform for the customer experience.
  • Client Circle built a Journeys product to help visualize and define customer paths, and also integrated their website-building process to work with Journeys product.
  • Referral algorithm branded as Circle AI uses AI to find people likely to recommend. OpenAI combined to create something unique. Excited and nervous about it.
  • AI will continue to grow and be a tool to bring out greatness. It won’t replace human interaction. 

 

About the Guest:

Torey co-founded ClientCircle with his brother, Carl Maerz. Throughout his career, Torey has spent 20+ years building software and leading technology teams in a variety of businesses across a range of industries—from education to asset management.

 

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 204: Endless Opportunities with LeO

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“Say goodbye to the time-consuming and costly prospecting and cross-selling workflows of the past!”

This week I am very excited to sit down with Liri Halperin Segal, the CEO and Founder of Le0 and her VP of Sales, Scott Angel.  Listen as we delve into the next generation of insuretech that incorporates AI in order to allow you to quickly and intuitively generate prospect lists, onboard new producers and even run cross-selling reports in seconds.  Looking to up-level your technology? Then you are not going to want to miss this episode.

 

Highlights:

  • LeO is prospecting tool with over 40 million prospects combined with insurance data intelligence.
  • LeO builds you a list of prospects that are relevant for you, according to your book of business or according to your latest searches.
  • Integrated with Natural Language Processing, LeO can be used as a mobile approach to quickly search areas and connect with prospects on the go.
  • Although the ROI can vary per size of agency, there has been an average of $30,000 per year per producer.
  • New features in development are knowing your referral relationships in the market at a prospecting level, and taking pictures of building to find out what companies are in there while generating your prospect list.
  • Producers don’t like entering data into a system. As you use LeO it produces that data for you so that you don’t have to type anything and you don’t have to go looking for it.

 

About our Guests:

Liri Halperin Segal is a successful entrepreneur and insurtech leader, currently serving as the CEO and Co-Founder of LeO. Her company LeO offers an AI-powered platform that automates sales for the insurance industry.

Liri has extensive experience in the insurtech space and is a frequent writer for leading publications and a speaker at industry events. She was recognized as a top insurtech leader by ACORD. Liri is also the co-founder of P51 forum, which aims to promote and increase diversity in workplace environments. She was invited to speak about her work at the United Nations and in the library of Congress in Washington D.C.

 

Scott Angel is a highly experienced sales professional with a successful track record in building and restructuring sales teams and improving business processes over the course of a 25-year career.

He has also gained extensive knowledge of the insurance industry through his work, including a seven-year stint at Vertafore, and comes from a family with a background in brokerage services.

Scott is passionate about helping others achieve organic growth within their agencies, which makes him a valuable resource for others looking to expand their businesses or improve their sales strategies.

Interested in LeO?  Request a demo at https://www.meetleo.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 94: What You Don’t Know Will Cost You Millions

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Ron Shroyer believes in helping agencies adopt better ways to manage and grow their business. I have been in conversation with Ron about what his newest product, DONNA, an artificial intelligence and data analytics platform for independent agencies.  I knew that I had to share this information with all of you.

Highlights:

  • Starting his career with a focus on technology and professional services
  • How DONNA came to be
  • Artificial Intelligence and how it can work for you
  • Integrating with other systems such as HawkSoft, NowCerts, and many more
  • The Use of SentiMeter® to provide a customer experience score
  • Utilizing DONNA to either increase new sales to customers or even solving retention challenges

 

About Our Guest:

Ron is a former producer turned insuretech sales leader. He has leveraged 15+ years’ experience in technology and insurance to help independent agencies and carriers invest in and adopt better ways to manage and grow their business. He spends his spare with his wife and two kids, grinding away at the gym and playing golf at mediocre levels.

www.donnaforagents.com

https://www.aureusanalytics.com/ron-shroyer-joins-aureus-analytics-as-vice-president-of-sales

https://www.linkedin.com/in/ron-shroyer-69185b11/

 

 

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]

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