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 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 214: Automate This and Get 5-10x ROI

Today I have the pleasure of talking with the founder and CEO of Adapt API, Jacob Simon. We talk all things about the world of automation and how it can benefit independent insurance agencies. Jacob shares about his company that offers a service to standardize and centralize documents, eliminating the need for manual sorting and saving. Breaking down different levels of automation, including integrating directly into management systems, and emphasizes the importance of relationships in the industry. We also discuss the benefits of spending time in-person to identify pain points and the value of automation in providing consistency and reliability. Tune in to master the art of automation and learn how to effortlessly automate tasks using technology.

 

Highlights:

  • Spending a year understanding the industry and saw patterns that led to creating a product to solve common problem.
  • Notifications and claims are pulled from various websites into a standardized format and can be directly plugged into a CRM, while documents are automatically downloaded into management systems.
  • By observing agency workflow Jacob found inefficiencies beyond surface problems and top challenges.
  • How flexibility and versatility of agency integration options for report automation.
  • Can fit into various agency structures.
  • RPA technology can automate tasks through a browser; custom solutions are pricy, but off-the-shelf solutions can be more affordable.
  • Any sized agency can benefit from the service.

 

About our Guest:

Jacob Simon is the founder and CEO of Adapt API.  He has a background in technology, having studied Computer Engineering at the University of Waterloo and worked in startups for over a decade in a wide range of industries.  Adapt API is an automation platform that streamlines servicing for P&C agencies.

[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 121: Positioning YOU to Close More

The art of predisposition. You should always include a predisposition to the lead to automatically close them so that when you arrive, it’s then super simple to close the deal.  Today I am going to share with you a simple step process that you can use in order to bring you closer to making the sale. Hint – the opening credits of this week’s podcast is one prime example.

 

Highlights:

  • A look at the number of contacts that need to be made based on the familiarity of your client with your brand. You may find it surprising, but it goes to show you how much you need to be promoting and reaching out.
  • The importance of providing education to your contacts. There is power in repurposing information.
  • Always have your social proof ready and available; testimonials, live references, etc
  • The value of offering a bonus
  • Set a deadline for your offer. You have already set up the predisposition that you are the authority, and your time is valuable as well.
  • Setting yourself up as an authority with writing a book

 

 

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 103: Tapatio Reveals All

 

We are very excited to have today’s guest, UPP’s rock, Andrea Wyatt.  Andrea and I have been working together for the past 11 years and those in our program know that she is an invaluable asset.  In today’s episode, Andrea and I are going to talk about the strategies developed and lessons learned on the way to helping other agencies find the growth they need to lead a life that is on their own terms.

Highlights:

  • The effectiveness of implementing a Non-Pay Cancellation Automation that actually increased the reinstation of clients without having to personally reach out to them each time
  • The implementation of the Lost Souls Campaign, its response success, and the number of clients that reached out wanting to work with us again
  • Utilizing jot forms in order to assist with quotes, sales, and implementing changes to client’s insurance portfolio
  • Increase your connections with clients through the use of video instead of relying on the content copy all the time
  • Solidify your relationships with referral partners, these are great ways to gain introductions to potential new clients
  • A look at the three marketing tips that Andrea has for you: Lists, Data and Automation
  • Ninja Tip: Pre-assembled welcome kits

 

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]

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