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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

11:40

How to Create a Winning Content Strategy For Your...

The Digital Insurance Agent ·

2026/01/09

Most insurance agents don't have a content problem—they have a clarity problem. They're posting on social media, updating their website occasionally, and maybe sending out newsletters, but nothing's working together. There's no strategy, no real traction, just noise. In this episode, we break down exactly how to build a strategic content system that generates consistent, qualified leads and positions your agency as the go-to expert in your local market. This isn't about copying what other age...

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18:42

Google Ads vs Facebook Ads for Insurance Agents 2026...

The Digital Insurance Agent ·

2026/01/02

If you're running an insurance agency in 2026, you've probably wondered: Should I invest in Google Ads or Facebook Ads? Which platform actually drives better results? Here's the problem—you're not short on opinions, but you're definitely short on clarity. And the truth is, most agents are asking the wrong question entirely. In this episode of the Digital Insurance Agent podcast, we break down the real reason insurance agents struggle with paid advertising. Spoiler: It's not the platform. Most...

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76:47

2026 Insurance Marketing Plan: Generate More Leads &...

The Digital Insurance Agent ·

2025/12/19

Ready to dominate insurance marketing in 2026? This comprehensive workshop shows independent P&C agents how to build a digital marketing strategy that generates consistent, high-quality leads while maximizing ROI. What You'll Learn: ✅ Set revenue goals and calculate exactly how many leads you need monthly ✅ Master SEO, AI optimization (AEO/GEO), and generative search rankings ✅ Build a high-converting website that turns 25-30% of visitors into leads ✅ Optimize for ChatGPT, Perplexi...

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15:02

Digital Marketing Trends Shaping the Future of...

The Digital Insurance Agent ·

2025/12/13

Episode Description: The old ways of marketing insurance are fading fast. With rising client acquisition costs and shifting buyer expectations, independent P&C agents who fail to adapt are getting left behind. In this episode, we break down the 9 digital marketing trends that are separating struggling agents from thriving ones—and show you exactly how to apply them to grow your book of business. You'll discover practical, actionable strategies including local SEO tactics to own your zip c...

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15:25

Insurance Agent Marketing Trends 2026: AI & Digital...

The Digital Insurance Agent ·

2025/12/06

In this episode of the Digital Insurance Agent podcast, we dive into the marketing trends reshaping how independent P&C agents attract and retain clients in 2025. If you've been feeling overwhelmed by digital transformation, this episode is your roadmap to getting ahead. We explore how AI automation is revolutionizing client communication and data analysis, why personalization is non-negotiable for building trust, and how content marketing establishes you as the go-to expert in your marke...

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32:48

2026 Insurance Lead Generation: Build Your Marketing...

The Digital Insurance Agent ·

2025/11/21

Don't Let Your Insurance Agency Become Invisible in 2026 The rules of insurance lead generation have changed dramatically. Since mid-2024, organic search click-through rates are down 61% and paid search CTRs have dropped 68% due to Google's AI overviews. If you're still relying on word-of-mouth referrals alone, you're about to face a rude awakening. In this comprehensive episode, Carl Willis, CEO of Agent Branding & Marketing, reveals the exact blueprint independent P&C insurance ag...

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22:20

How a Life Insurance Agent Built a $1M Agency Using...

The Digital Insurance Agent ·

2025/10/31

Brian Greenberg, founder of Quoteplicity and former owner of a seven-figure life insurance agency, reveals the exact digital marketing strategies he used to generate over $1 million in annual premium for 10+ consecutive years—and how he eventually sold the business for a successful exit. In this episode, Brian breaks down his "Salesman Who Doesn't Sell" philosophy, explaining how he built automated sales funnels that pre-qualified and educated prospects before they ever picked up the phone. L...

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20:28

Mastering the Art of Insurance Copywriting

The Digital Insurance Agent ·

2025/10/24

Copywriting is one of the most powerful marketing tools available to insurance agents. Whether you're selling property and casualty policies, life insurance, or Medicare plans, the right words can transform prospects into clients. But here's the challenge: insurance products can be complex, and consumers are naturally cautious about making important financial decisions. That's why mastering insurance copywriting is essential for any agent looking to stand out in today's competitive marketplac...

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26:36

Insurance Agent Marketing: Social Proof Selling &...

The Digital Insurance Agent ·

2025/10/17

📈 Struggling to convert prospects? Your existing clients are your secret weapon. In this free training, Carl Willis (CEO of Agent Branding & Marketing) reveals the exact 5-step framework insurance agents use to turn satisfied clients into case studies that sell 24/7—without spending a dime on ads. ⏰ TIMESTAMPS & KEY TAKEAWAYS: 0:00 - Introduction: Why Social Proof Selling Works 3:38 - The Psychology Behind Buying Decisions (93% of consumers trust reviews) 5:27 - What Is Social

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8:35

Boost Insurance Office Productivity with These 7...

The Digital Insurance Agent ·

2025/10/10

Productivity is the lifeblood of any successful insurance agency. When your office runs efficiently, you gain more time for clients, close more policies, and grow revenue—all without burning out your team. But in an industry where you're juggling client communication, policy management, compliance requirements, and business development, how do you maximize productivity without working around the clock? In this episode of The Digital Insurance Agent Podcast, we reveal seven proven power moves ...

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10:30

Master the Art of Networking: How Insurance Agents...

The Digital Insurance Agent ·

2025/10/03

In an industry built on trust, your ability to connect with people is your most valuable asset. While digital marketing tools are essential, the timeless art of networking remains the foundation for long-term success in the insurance business. In this episode of The Digital Insurance Agent Podcast, we explore why networking isn't just a growth tactic—it's the cornerstone of building lasting client relationships and sustainably growing your agency. Whether you're a property & casualty agen...

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10:21

6 Powerful Lead Magnet Ideas Insurance Agents Can Use...

The Digital Insurance Agent ·

2025/09/26

Tired of chasing cold leads and relying on outdated marketing tactics? In this episode, we dive into 6 innovative lead magnet strategies that insurance agents can use to consistently attract, engage, and convert ideal prospects. Whether you're an independent or captive agent, these ideas will help you establish authority, build trust, and keep your pipeline full. 👉 Learn how to use risk assessments, webinars, case studies, and more 👉 Discover how to turn cold leads into loyal clients 👉 Get

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34:43

5 AI Tools Every Insurance Agent Needs in 2025:...

The Digital Insurance Agent ·

2025/09/19

Discover how AI tools can transform your insurance agency with proven automation workflows that save hours every week. In this comprehensive guide, insurance marketing expert Carl Willis reveals the exact AI tech stack used by top-performing agents to automate lead follow-ups, streamline client communication, and boost closing rates. 🔥 AI Tools Covered: ChatGPT & Claude for email automation and client communicationZapier for seamless lead flow automationOtter AI for meeting transcription

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11:30

How to Conduct Market Research as an Insurance Agent:...

The Digital Insurance Agent ·

2025/09/12

Want to attract better leads, craft smarter campaigns, and close more policies? It all starts with understanding your market. In this episode, we reveal the top market research strategies every insurance agent needs to know. Learn how to gather real insights about your audience, assess your competitors, and use data to grow your agency with confidence — not guesswork. You'll discover: ✅ The most effective market research methods (surveys, interviews, social listening & more) ✅ Which tool...

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14:34

Optimize Your Google Business Profile for More...

The Digital Insurance Agent ·

2025/09/05

Struggling to get local insurance leads? Your Google Business Profile might be the missing piece. In this episode, we break down how insurance agents—both independent and captive—can fully optimize their Google Business Profile to boost visibility, credibility, and client acquisition. You’ll learn: Why Google Business is your digital storefrontHow to structure your profile to land in Google’s Local 3-PackBest practices for selecting business categoriesWhat media assets to upload to make yo...

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45:22

Build an Indestructible Winner’s Mindset – Adi Soozin...

The Digital Insurance Agent ·

2025/08/29

In this powerful episode of the Digital Insurance Agent Podcast, Adi Soozin shares the secrets behind building an indestructible winner’s mindset — a critical edge for insurance agents, entrepreneurs, and high performers in today’s fast-paced digital world. 🎙️ Hosted by Carl Willis, this conversation dives deep into Adi’s journey — from breaking marketing records with Apple to building elite networks across Fortune 500 companies and real estate empires. Learn how she overcame setbacks,

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43:06

AI Strategy for Insurance Agents: Build Your Second...

The Digital Insurance Agent ·

2025/08/22

In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with AI strategist and trainer Marnie Wills for a masterclass in integrating AI into your insurance agency operations. From creating your own second brain with AI assistants to reframing AI as amplified intelligence—not artificial—this conversation is packed with actionable insights for business owners ready to leverage AI for real growth. Marnie shares her journey from rugby coach and PE teacher to AI consult...

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37:06

From Law School to 7-Figure Entrepreneur: Bart...

The Digital Insurance Agent ·

2025/08/15

In this episode of the Digital Insurance Agent Podcast, host Carl Willis interviews Barton Henderson, Esq.—a licensed attorney turned serial entrepreneur. Discover how Bart went from law school side hustles to building a 7-figure business that landed on the Inc. 5000 list. You'll learn how Bart leveraged systems, minimized overhead, and avoided “headache businesses” by embracing automation, partnerships, and culture-driven leadership. He also shares insights on: Avoiding burnout with minds...

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39:35

Breaking the Invisible Ceiling: Mitchell Weisburgh on...

The Digital Insurance Agent ·

2025/08/08

In this powerful episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mitchell Weisburgh, entrepreneur, educator, and author of Mindshifting, to uncover the invisible mental ceilings that keep insurance agency owners stuck in survival mode. Mitchell breaks down the five survival brain responses, explains how to tap into your prefrontal cortex, and shares practical, neuroscience-backed strategies to help independent agents lead more effectively, think flexibly, and c...

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32:14

Tax Planning Secrets Every Insurance Agent Needs ft....

The Digital Insurance Agent ·

2025/08/01

In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mike Jesowshek, CPA, tax strategist and host of the Small Business Tax Savings Podcast, to unpack the most overlooked yet powerful tax planning strategies for insurance agents and entrepreneurs. From choosing the right business entity to leveraging pre-tax spending, hiring your kids, and forming a board—even as a solo agent—Mike shares actionable tips that can save you thousands legally. If you're an ind...

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98 results

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