Licensed to Talk Insurance

Understanding Perception Checking: Enhancing Communication in Insurance

In this episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey dive into the often-overlooked skill of perception checking. Join Amanda, the Director of Marketing, and Kelsey, the Director of Digital Strategy at Chicagoland SIA, as they explore the nuances of effective communication within the insurance industry. They discuss the importance of self-awareness, body language, and adapting to various communication styles, including generational and cultural differences. Through relatable anecdotes and practical tips, Amanda and Kelsey illustrate how mastering perception checking can prevent misunderstandings and foster stronger relationships with clients and colleagues. Tune in to learn how to enhance your communication skills and better serve your clients in this insightful and engaging episode.

Navigating Trends and Educating Clients: Insights for Personal Lines Insurance

In the 20th episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey are joined by special guest Tammy Nelson, Personal Lines Manager at Chicagoland SIA. With over 30 years of industry experience, Tammy shares invaluable insights into the underwriting factors shaping personal lines insurance policies today. From the impact of credit scores to evolving trends in roof coverage, Tammy delves into the nuances agents need to navigate for optimal client outcomes.
Throughout the episode, the trio explores significant trends, including the rise of telematics in personal auto policies and the growing importance of educating clients on coverage adequacy. They discuss strategies for agents to adapt to industry changes, emphasizing the role of education in empowering clients to make informed decisions about their insurance needs. From the benefits of long-term carrier loyalty to the critical importance of adequate liability limits, Tammy, Amanda, and Kelsey underscore the mission of insurance agents as trusted advisors in safeguarding their clients' financial well-being.
As the conversation unfolds, listeners gain valuable insights into how agents can enhance client relationships, tailor coverage options, and stay ahead of emerging industry trends. With a focus on education and client empowerment, this episode equips independent insurance agents with the tools and knowledge needed to thrive in a rapidly evolving insurance landscape. Join the conversation and stay tuned for more expert insights in the world of insurance on "Licensed to Talk Insurance."

Episode 19: All that Data; Data-Driven Marketing for Insurance Agents

n this episode of "Licensed to Talk Insurance," hosts Kelsey Ramsey and Amanda Yaniz delve deep into the realm of data and analytics, providing invaluable insights for independent insurance agents looking to make informed marketing decisions. From leveraging tools like Google Analytics, Google Search Console, and CRM systems to analyzing email marketing strategies and social media analytics, this episode offers practical tips and strategies to maximize marketing effectiveness.
Listeners will learn how to interpret data to determine optimal posting times, refine email marketing campaigns, identify high-performing content, and even cross-sell policies using insights from their agency management systems. Packed with actionable advice and real-world examples, this episode is a must-listen for insurance professionals seeking to harness the power of data-driven marketing to grow their businesses.
Whether you're a seasoned agent or just starting out, join Kelsey and Amanda as they guide you through the process of decoding data and unlocking marketing success in the insurance industry.

Unleashing ChatGPT: A Practical Guide for Insurance Agents

In this episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey delve into the world of generative AI and its implications for independent insurance agents. Focusing on ChatGPT they explore its functionalities and discuss how it can assist agents in various aspects of their marketing endeavors. From summarizing articles to assisting with social media posts and hashtags, ChatGPT is a valuable resource - particularly for agents with limited resources. However, they caution against overreliance and emphasize the importance of maintaining human-to-human connections.  they also point out the limitations of ChatGPT's knowledge of Insurance and that the AI easily confuses coverages with similar names. With practical insights this episode provides a comprehensive guide for agents looking to leverage AI effectively in their business strategies while retaining their unique value proposition.

Maximizing Your Marketing: Strategies on a Budget

In this episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey discuss practical and cost-effective ways for independent insurance agents to market themselves. They delve into online marketing strategies, emphasizing the importance of a strong website, effective use of Google Business profiles, and leveraging social media channels. The hosts also explore traditional marketing approaches, such as attending community events, collaborating with local businesses, and participating in conventions. The episode concludes with valuable insights on time management for marketing efforts and the significance of consistency in building relationships and brand presence.

Inside Chicagoland SIA’s Comprehensive Support System

In this episode of License to Talk Insurance, Amanda Yaniz and Jenny McNulty discuss the extensive support and resources offered by Chicagoland SIA. Jenny, a VP specializing in recruiting and member alignment, reflects on her transition into this role and delves into the diverse assistance provided to agency prospects and members.
She highlights the intricate process of setting up an independent agency from scratch, guiding individuals through legalities, obtaining licenses, and offering continuous support. Jenny emphasizes the agency's comprehensive aid in selecting the right technology, marketing platforms, and even fostering connections among agency owners for mutual benefit.
Moreover, she illustrates instances where Chicagoland SIA provided solutions for members' challenges, whether finding insurance markets or aiding in hiring and setting up payroll for growing agencies. The episode underscores Chicagoland SIA's commitment to member success, facilitated by the dedication of the team, including agency growth coaches, who provide ongoing support and guidance.
Overall, the conversation showcases the team's hands-on approach, personalized support, and commitment to nurturing and empowering independent insurance agents throughout their journey.

Navigating the Ins and Outs of Independent vs. Captive Insurance Agencies

In this episode of "Licensed to Talk Insurance," Amanda Yaniz, Director of Marketing at Chicagoland SIA, welcomes special guest host Mike O'Donnell, Vice President and Recruiter for Chicagoland SIA, and an independent insurance agent for Concklin Insurance Agency. Mike shares valuable insights gained from his professional journey, discussing his transition from a captive agent to an independent insurance agent. The episode explores the pros and cons of both models, emphasizing the flexibility and customization advantages offered by the independent agency system. Mike delves into the significance of book ownership, contrasting the limitations in the captive model with the freedom and potential for lucrative returns in the independent agency model. The discussion also touches on the family-run nature of independent agencies and the challenges faced in perpetuating an agency with the captive model. Gain a deeper understanding of the nuances between independent and captive insurance agencies in this informative and engaging episode.

Logo Design for Independent Insurance Agents: Making Your Mark.

In this episode of "Licensed to Talk Insurance," we're delving into the world of logo design, specifically tailored for Independent Insurance Agents. Your hosts, Amanda and Kelsey, walk you through the essential steps to craft a logo that not only stands out but also effectively represents your agency's identity.
Before you dive into the design process, it's crucial to have a solid understanding of your agency. You should know your agency's name, mission, vision, and values, as well as your target audience and demographics.
Next, we explore the various types of logos, from wordmarks to lettermarks, icons, combination marks, and emblems. We discuss the significance of each and help you decide which one aligns best with your agency's personality.
When it comes to logo design, inspiration is key. We provide insights into what to consider when choosing symbols and colors. Your logo should reflect your brand's essence, and we discuss how personal associations, cultural symbols, and geographical elements can play a vital role in the design process.
Color theory is another essential aspect, and we break down the meanings behind nine main colors commonly used in business branding. We also share tips on selecting an accent color to make your logo stand out in various contexts.
Practicality matters, so we guide you on how to adapt your logo for different situations, including full color, grayscale, single color, and dark or light backgrounds.
Typography can make or break your logo, so we explore font choices, including serif, sans-serif, and script. You'll learn how different fonts can convey distinct personality traits and the importance of readability.
Lastly, we emphasize the importance of stepping back and evaluating whether your logo effectively communicates your brand. Don't miss our discussion on gathering feedback from friends and family to ensure your logo sends the right message.
Tune in to this episode to gain the knowledge and inspiration you need to create a compelling logo that represents your Independent Insurance Agency with precision and style.

We sit down with Pierre Poinsett

Amanda and Kelsey talk with Pierre Poinsett of Poinsett Insurance Agency.  Pierre talks about his decision to make the move from Captive to Independent Insurance Agent, and also about his career before getting into insurance.

What you need to know (and do!) before starting a paid ad campaign!

In this episode Amanda and Kelsey talk about the foundational pieces you need to have in place prior to starting a paid advertising campaign. From knowing your target audience inside and out - to having you website set up to receive prospects from the ad - there is a lot to know and do before you spend a dollar on a paid ad.