Agency Intelligence

In this episode of Agency Intelligence podcast, host Jason Cass interviews Ellie Platt, Owner of Platt Insurance. Ellie talks about her expertise in the nonprofit and the growth of her agency.

Episode Highlights:

• What has attributed to Ellie’s success, skill or luck? (9:17)
• Ellie shares her background. (10:16)
• Ellie mentions how Kate has helped her in the insurance industry. (11:44)
• Ellie mentions her main niche in this industry. (14:28)
• Ellie shares the biggest challenge she’s faced. (15:03)
• Has Ellie thought about growing in commercial lines? (17:04)
• Ellie mentions what she has done on the nonprofit side. (23:48)
• Does Ellie see her son being in the insurance industry? (26:56)
• Ellie gives a piece of advice to the loyal listeners. (32:32)

Key Quotes:

• “My background is nonprofit, it’s still where my heart is. I mean, if you look at our agency, so much of where we spend our time and our network, and our referrals come from that nonprofit world. So, it’s definitely something I’m interested in.” – Ellie Platt
• “You’re learning to play the game. Who cares about A’s and B’s, but the fact that you’re learning what it takes to get an A, that’s a skill. That’s something that you can use.” – Ellie Platt
• “The one thing I’ve learned is it’s so easy to get off course by shiny objects or something that might be working for another agency. But, I think staying the course sometimes is important. So, that’s been a big thing for me.” – Ellie Platt

Resources Mentioned:

• Ellie Platt LinkedIn
• Platt Insurance
• Reach out to Jason Cass
• Agency Intelligence