Agency Freedom

Agency Freedom

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Agency Freedom Podcast exists to help insurance agency owners and sales professionals make the jump from the captive world to the independent side of the industry. We then equip you in every topic imaginable to help you dominate your market once you’re FREE. We deliver authentic, actionable and audacious content and hard-hitting interviews from the best former captives in the country. Make your Freedom Jump with Agency Freedom Podcast.

Hosted By

Hosted By

James Jenkns

In this episode of Agency Freedom Podcast, James talks with Peter MacDonald, Co-Founder, and CEO of Wunderite.

Episode Highlights:

  • Peter shares his background story and what led him to the insurance industry. (5:31)
  • Peter shares that he met Wunderwrite’s Co-Founder, Joe Schnare, on his first day of business school. (11:11)
  • Peter explains that one of the challenges the industry is facing is not having enough technology to capture underwriting data. (17:51)
  • Peter mentions that the more interesting aspect for him and his company is being able to understand who their customers are. (21:21)
  • Peter shares a concept he learned from Roger Sitkins and Larry Linne called the Trusted Advisor Team. (26:58)
  • Peter explains that most people don’t understand their insurance, but if they do, they will buy more. (31:22)
  • Peter explains data input and output as well as digital signatures and their significance. (35:47)
  • Peter shares that agents are doing interesting things with connectivity between software platforms. (42:13)
  • Peter talks about the automatic handwriting tool that was originally invented for the President of the United States. (44:10)

Key Quotes:

  • “I think you have to be working with great people, you have to have great people doing what they love to do and what they’re talented at.” – Peter MacDonald
  • “If you’re running a vanilla insurance agency, if you’re good at what you’re doing, I guarantee you, your customers are going to be growing with you. At least if you’re doing your job, they are.” – Peter MacDonald
  • “Agents are doing really interesting things with connectivity between software platforms, I think agents are recognizing that they’re being held back by some legacy tools…I love the excitement, and I love the innovation that is ultimately going to benefit your customers and your business.” – Peter MacDonald

Resources Mentioned:

Learn more about Wunderite and sign up for your demo and consultation at www.wunderite.com/agencyfreedom

Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com

Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom

Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe.