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PODCAST

The Digital Insurance Agent

Carl Willis - Agent Branding & Marketing

The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age.Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today"s ever-evolving market.Whether you"re a seasoned pro or just starting out,

business marketing

All Episodes

31:01

Proven Strategies to Scale Your Insurance Agency...

The Digital Insurance Agent ·

2025/06/13

Are you an insurance agency owner feeling stuck at a growth plateau? In this powerful episode of The Digital Insurance Agent podcast, Carl Willis is joined by Nikki Coner from Packaged to Profit to dive deep into scalable growth strategies for insurance agencies. Discover how to systematize before you strategize, automate lead touchpoints, build performance-based compensation, and delegate effectively to scale your business—without sacrificing client experience or your quality of life. 👉

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41:14

Top 3 Insurance Agent Struggles in 2025 & How to...

The Digital Insurance Agent ·

2025/06/06

In this powerful episode of the Digital Insurance Agent Podcast, Carl Willis sits down with Nikki Coner, CEO and founder of Packaged to Profit, to unpack the most pressing challenges facing insurance agents in 2025—and how to overcome them with confidence and innovation. From inconsistent team performance to shifting customer expectations and operational overload, Nikki shares real-world strategies that help agents not only survive but thrive in today's rapidly changing insurance landscape. ...

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24:09

Creating a Winning Sales Culture for Insurance...

The Digital Insurance Agent ·

2025/05/30

In this episode of The Digital Insurance Agent podcast, host Carl Willis welcomes back Nikki Coner, CEO of Packaged to Profit, for an in-depth conversation on how to create a winning sales culture inside your insurance agency. Nikki shares her proven blueprint for building and sustaining a high-performance environment, covering topics like: The Triple C formula: Clarity, Consistency, and Care Hiring agents with empathy, curiosity, and emotional intelligence Recognizing micro-wins and reinfo...

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31:27

Mastering Sales: High-Performance Closing Techniques...

The Digital Insurance Agent ·

2025/05/23

In this episode of The Digital Insurance Agent podcast, host Carl Willis sits down with Nikki Coner, CEO of Packaged to Profit, to uncover the secrets behind mastering sales and the art of the close. Nikki shares her personal journey from nursing student to high-stakes sales strategist, breaking down her three proven methods for closing more deals: storytelling with structure, mirroring and matching, and the yes ladder technique. You'll also learn how to handle objections without sounding pu...

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24:21

Why Small Insurance Agencies Need a PEO | Rachel...

The Digital Insurance Agent ·

2025/05/16

In this episode of The Digital Insurance Agent Podcast, host Carl Willis talks with Rachel McDougall, founder and CEO of peomg, about how small insurance agencies can simplify HR, payroll, compliance, and employee benefits through Professional Employer Organizations (PEOs). Rachel shares: The origin story behind PEOMGHow PEOs help small businesses save time, reduce risk, and access Fortune 1000-level benefitsCommon HR challenges small agencies faceWhy outsourcing HR can actually lower costs ...

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42:19

Google Maps Domination for Insurance Agents | Local...

The Digital Insurance Agent ·

2025/05/09

Unlock the secrets to dominating local search as an insurance agent with Carl Willis, CEO of Agent Branding & Marketing. In this action-packed training, you'll discover exactly how to stop being invisible on Google and start ranking in the top 3 Google Maps listings (the "3-pack") where high-intent buyers are actively searching. This training reveals: How Google’s local algorithm works (relevance, prominence, distance)How to optimize your Google Business Profile like a proThe power of AI...

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35:05

How Neil Reich is Transforming Medicare Sales

The Digital Insurance Agent ·

2025/05/02

In this powerful episode of the Digital Insurance Agent Podcast, Carl Willis interviews Neil Reich, founder of Care Connect Advisors, to explore the changing landscape of Medicare Advantage and how intentional value, deep market analytics, and hands-on mentorship are revolutionizing agent success. Neil shares his 27-year journey through the Medicare space—from his early days at Humana to launching Care Connect Advisors. He breaks down the real challenges facing agents today, including compli...

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15:15

Top Insurance Agency Marketing Services to Skyrocket...

The Digital Insurance Agent ·

2025/04/25

Want to grow your insurance agency and attract more clients? In this episode, Carl breaks down the top marketing services you need to stand out in today's competitive market. Learn about pay-per-click advertising, SEO, social media marketing, content marketing, email automation, and website optimization—all essential for success in 2025. 📌 Topics Covered: ✅ Key challenges insurance agents face ✅ Strategic marketing solutions for agencies ✅ How to improve your lead generation & client

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40:24

Mastering Meta Ads: Proven Strategies for Insurance...

The Digital Insurance Agent ·

2025/04/18

Discover how to drive high-quality leads, retain clients, and maximize your return on investment using Meta (Facebook & Instagram) ads. In this in-depth webinar replay, Carl Willis, CEO of Agent Branding & Marketing, walks insurance agents through precision targeting, budget-friendly ad strategies, campaign optimization, and compliance best practices. 🔹 How to target your ideal clients with Meta Ads 🔹 Proven lead generation strategies for insurance agents 🔹 Budget-friendly tactics

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15:45

Top 20 Marketing Apps Every Insurance Agent Needs |...

The Digital Insurance Agent ·

2025/04/11

Want to streamline your marketing and grow your insurance agency? Discover the top 20 marketing apps that can automate your processes, generate leads, and increase sales in 2025. Whether you're looking for CRM tools, social media management, SEO software, or ad optimization, this list has you covered! 📌 What You'll Learn: ✅ Best CRM tools for managing clients ✅ How to automate follow-ups & lead nurturing ✅ Social media marketing made easy ✅ SEO tools for higher Google rankings ✅ Ad

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46:43

How Insurance Agents Can Win With Google Local...

The Digital Insurance Agent ·

2025/04/04

Learn how insurance agents can harness the power of Google Local Service Ads (LSAs) to generate high-quality, exclusive leads and dominate their local markets. In this in-depth webinar replay, Carl Willis, CEO of Agent Branding & Marketing, explains how LSAs work, why they matter, and actionable strategies to set up and optimize your campaigns. With LSAs now available for insurance agents in California and Florida and expanding nationwide, this is the ultimate guide to staying ahead of yo...

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19:29

How to Build a Powerful Brand Identity for Your...

The Digital Insurance Agent ·

2025/03/28

Want to make your insurance agency stand out in a crowded market? In this episode, we’ll walk you through the key strategies to build a strong brand identity that attracts and retains clients. Learn how to define your mission, create a unique selling proposition, maintain consistency across channels, and leverage community involvement to enhance your agency’s credibility. A strong brand is essential for long-term success—start building yours today! #InsuranceBranding #BrandIdentity #Insurance...

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31:24

How to Turn Lead Generation into a Profit Center |...

The Digital Insurance Agent ·

2025/03/21

Discover how Todd Schuchart from Razor Ridge is revolutionizing lead generation for life insurance agents by transforming it from an expense into a revenue stream. Learn innovative strategies to reduce acquisition costs, optimize CRM data, and use a "funded proposal" to scale your business sustainably. Plus, explore a unique pet insurance cross-sell approach that pays agents recurring income while generating high-intent leads. Don't miss these game-changing insights! #LeadGeneration #Insuran...

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31:50

Mastering the Content Marketing Trifecta for...

The Digital Insurance Agent ·

2025/02/28

In this episode of The Digital Insurance Agent podcast, Carl Willis interviews Ashley DiBiase of Dash of Social to uncover the Content Marketing Trifecta—a strategy combining social media, blogging, and email marketing to help insurance agents grow their business. Learn why there’s no magic bullet in marketing and how to create an omnipresent brand that attracts and converts more clients. 🔹 Why a holistic marketing strategy beats relying on a single platform 🔹 Best social media platforms for

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70:27

2025 Marketing Planning: Maximizing Lead Flow &...

The Digital Insurance Agent ·

2024/12/20

In this insightful episode of The Digital Insurance Agent, Carl Willis, CEO of Agent Branding & Marketing, walks you through the 2025 Marketing Planning Webinar designed exclusively for insurance agents. Discover actionable strategies to overcome challenges like inconsistent lead flow and high marketing costs while setting clear revenue targets and crafting personalized plans to achieve them.Carl shares expertise on topics including:Setting effective marketing goals for the year.Identifyi...

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37:42

The Future of Online Search: How AI and Antitrust...

The Digital Insurance Agent ·

2024/11/29

In this episode of The Digital Insurance Agent, Carl Willis, CEO and Lead Strategist at Agent Branding and Marketing, explores the seismic shifts in online search and their implications for insurance agents. From groundbreaking antitrust rulings against Google to the meteoric rise of AI-powered search platforms like Perplexity AI and SearchGPT, Carl breaks down how these developments are reshaping client discovery and marketing strategies.Discover:Why Google's search dominance is facing unpre...

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14:53

Adapting SEO for Local Insurance Agencies |...

The Digital Insurance Agent ·

2024/11/22

As Google's generative AI search revolutionizes the digital landscape, local insurance agencies must adapt their SEO strategies to stay ahead. This episode breaks down the impact of these changes on local search results and provides actionable tips to optimize your agency's online presence. Learn how to leverage the latest AI-driven search capabilities to enhance visibility, attract local clients, and maintain a competitive edge in the evolving insurance market. Don't miss these crucial insig...

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16:42

Top Networking Strategies for Insurance Agents |...

The Digital Insurance Agent ·

2024/11/15

Discover proven networking strategies that every insurance agent needs to build lasting professional relationships and drive long-term success. In this episode, we explore the best practices for connecting with clients, peers, and industry influencers. Learn how to leverage networking events, social media, and community involvement to expand your reach, increase referrals, and solidify your reputation as a trusted insurance advisor. Listen now to elevate your networking game and secure a thri...

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39:41

Unlocking Peak Performance: Tyler Jensen on Breaking...

The Digital Insurance Agent ·

2024/11/08

In this episode of The Digital Insurance Agent Podcast, host Carl Willis sits down with Tyler Jensen, founder of InsuraRisk University (soon to be the Top Performance Group). Tyler, an experienced corporate trainer and former insurance agency owner, dives into the challenges insurance agents face, particularly the struggle with complacency and how to overcome it. Tyler shares his "three complacency models" and emphasizes the importance of systems, time-blocking, and mentorship for achieving t...

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31:58

Mastering Prospecting & Communication: Tips from...

The Digital Insurance Agent ·

2024/11/01

In this episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Kyle Coon, a blind Paralympian and communication coach, to explore the essential role of communication in prospecting and relationship-building for insurance agents. Kyle shares his journey of overcoming challenges through effective communication and provides actionable insights for prospecting in competitive markets. From identifying the right prospects to leveraging technology for deeper connections, Kyle’s t...

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92 results

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