Tag: Implementer of the Year

Episode 248: The Implementer of the Year Maura Perkins

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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 201: Implementer of the Year Shares Her Secrets with Erin Neill

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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.

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:

“Hi! I’m Erin Neill, the principal agent and owner of Hanby Insurance. I began my career in 1999 at a Nationwide Insurance agency in Garland, Texas. Born and raised in the Dallas area. I am a proud Texan! I have traced my Texas roots back to 1853 when my family first came to the Rockwall area. When I am not in the office I enjoy spending time with my husband, Jeremy Neill, and our two daughters, Charlee and Georgia. We enjoy traveling as a family, Walt Disney World is one of our favorite destinations. I am also passionate about serving the local community. I currently serve on the board of directors for Meals on Wheels Senior Services of Rockwall County and I am a member of Soroptimist International of Rockwall, a women’s organization that is dedicated to improving the life of women and girls throughout the world.”

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 131: Implementer of the Year – Finalist Interview #3

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In its fourth year at the BeUnstoppable Bootcamp, the Implementer Of The Year contest has become a “can’t miss” learning experience. There are three IOTY finalists. In this episode, I interview IOTY finalist Jose Soriano.

You can catch the other two finalist’s interviews on episodes 129 and 130.

Highlights:

  • The challenges he faced when first starting his agency with his wife
  • Developing his hiring system in order to get the right people in place
  • Stepping out of your comfort zone
  • Find others who are on a different level than you in order to learn and grow

 

About the Finalist:

Jose Soriano, Global First Insurance & Tax Services

In 2008, he was introduced to the insurance industry at only 18 years old. In just 6 months he became the #1 producer helping over 110 families in just one month.   In 2012, he and his wife Karla, made one of the most important decisions of their lives – to open their own agency.  They felt they can truly make a difference and impact many people’s lives in a positive way in the process.  Since then, they have helped thousands of families insure their future.  Always looking forward, their goal is to provide value to everyone they meet.  Their goal is legendary impact, as they help pave the way for the agencies in the future. Jose and Karla travel all over the U.S. attending seminars and training classes to insure they are becoming more every day, being of value to their customers, and are up to date on all the changes that the industry faces.  Combine, they have 20+ years of insurance industry experience.

https://myglobalfirst.com/

 

Resources Mentioned

Sign up for virtual training at http://uppfaststart.com

Become Unstoppable: http://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 130: Implementer of the Year – Finalist Interview #2

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In its fourth year at the BeUnstoppable Bootcamp, the Implementer Of The Year contest has become a “can’t miss” learning experience. There are three IOTY finalists. In this episode, I interview IOTY finalist Torie Rinehart Nix.

You can catch the first finalist’s interview in episode 129 and stay tuned for next week’s finalist.

Highlights:

  • A look at the obstacles that Torie had faced and how she overcame them
  • The effect the 3Ps have had on her, professionally and personally
  • Having an effective team that can run the organization when you are not there
  • The social proof strategy for her agency

 

About the Finalist:

Torie Rinehart Nix, The Rinehart Agency, LLC

https://www.therinehartagency.com/

 

Resources Mentioned

Sign up for virtual training at http://uppfaststart.com

Become Unstoppable: http://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 129: Implementer of the Year – Finalist Interview #1

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In its fourth year at the BeUnstoppable Bootcamp, the Implementer Of The Year contest has become a “can’t miss” learning experience. There are three IOTY finalists. In this episode, I interview IOTY finalist Bill Butler.

Make sure to join me for the next two episodes as I will be interviewing the other finalists.

 

Highlights:

  • How the evolution of becoming a great agency has impacted him both personally, professionally, and his team as a whole
  • The difference that having a clear vision has had for him and his team
  • A quick overview of the strategies that Bill has implemented in relation to the people, processes, and promotion tenants
  • The importance of coaching in order to keep improving ourselves and our businesses
  • Reflect on your accomplishments in order to understand where you were and where you are now
  • The effect that having high-capacity people on the team

 

About the Finalist:

Bill Butler

Butler & Associates Insurance Agency

Apple Valley MN

Bill was born in Milwaukee Wisconsin in 1975 and is the only child of Dan and Linda Butler.  He moved with his family to Minnesota in 1986 and is now married to his wife Shannon and they live in Burnsville.

Bill enlisted into the MN Army National Guard in 1993 as a junior in high school.  In his almost 13-year career in the Military he served in various units in MN and with the Active-Duty Army with the 101st Airborne Division as a Scout Sniper and with the Pathfinder Company.  He graduated from US. Army Ranger School with class 02-00.

In 2004 Bill transitioned from the Military to his family’s insurance agency in Apple Valley Minnesota his parents founded in 2002.  Since becoming part of the family business, Bill has gained experience in all areas of independent agency operations. He has over seventeen years of experience in the insurance industry and has attained the following designations, Certified Insurance Counselor, Certified Insurance Service Representative and Certified Workers Compensation Advisor.  By leading his team and implementing his vision for the future, Butler & Associates was named Rough Notes Agency of the Month July 2019.

Bill is active in his local community as the Club Secretary for the Rotary Club of Apple Valley MN, Foundation Secretary for their Apple Valley Rotary Scholarship Fund and is passionate about giving back to others locally and globally through Rotary Projects and Grants.  He has been a long-time member of the MN Independent Agents and Brokers and was named Young Agent of the Year in 2012 and currently sits on the MN Big I Legislative Committee.

He joined the UPP Coaching program in 2015 after attending the fall UPP Boot Camp in 2014.  Bill has worked hard taking action and putting in place People Processes & Promotions as outlined by Mike and in doing so was named the inaugural UPP Implementer of the year in 2018 by his peers.

Leading his team, protecting his clients and working to build a “great” agency is what drives Bill to take action every day.

https://insurewithbutler.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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