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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

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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40:51

Video Marketing for Insurance Agents: Sell Before the...

The Digital Insurance Agent ·

2025/07/25

Discover how to leverage video marketing to grow your insurance agency by selling before the first conversation even begins. In this exclusive webinar, Carl Willis, CEO of Agent Branding & Marketing (ABM), shares powerful strategies for using short-form videos to pre-position yourself as the trusted expert in your niche. You’ll learn: Why video builds emotional engagement and trustHow to simplify complex insurance topics with videoWhat types of videos (service overviews, FAQs, testimonia...

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40:25

Turn Reviews Into Revenue: Insurance Agent Marketing...

The Digital Insurance Agent ·

2025/07/18

Discover how to turn client reviews into a lead-generating machine in this powerful webinar hosted by Carl Willis of Agent Branding & Marketing. Learn proven strategies to gather impactful reviews, boost local SEO, build emotional trust, and maximize your agency's online footprint. Whether you're an independent P&C agent, captive agent, Medicare specialist, or life insurance agent, this training will show you how to transform trust into revenue. Includes a 30-day action plan and insig...

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42:11

From SEO to AEO: How Insurance Agents Win Clients in...

The Digital Insurance Agent ·

2025/07/11

Are you an insurance agent struggling to stay visible in the evolving world of search? Discover how the transition from traditional SEO to Answer Engine Optimization (AEO) is reshaping the digital landscape—and how you can position yourself as the trusted local authority in your community. In this power-packed webinar, Carl Willis, CEO of Agent Branding & Marketing, explains how AI-powered search engines like Google Gemini are changing the way clients find insurance services. Learn pract...

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23:17

Emotional Intelligence, Mental Health, and Resilience...

The Digital Insurance Agent ·

2025/07/04

In this powerful episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Michael Allison, founder of The Adversity Academy and Marine Corps veteran, to discuss the hidden challenges insurance agents face as they move from top producers to effective leaders. Discover how emotional intelligence, mental health awareness, and resilience can transform your agency’s culture and performance. Michael shares actionable insights on recognizing burnout, building inclusive teams acros...

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52:49

How AI is Driving Productivity, Profitability &...

The Digital Insurance Agent ·

2025/06/27

https://agentbrandingandmarketing.com In this episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Jonathan Mast of Whitebeard Strategies to explore how AI is transforming the way entrepreneurs and small businesses operate in 2025. Discover the mindset shift toward "AI First" thinking, practical use cases like customer service automation, lead qualification, sales support, and content creation. Jonathan shares real-world examples of how businesses are saving time, impro...

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25:03

From Agent to Architect: How to Build a Legacy...

The Digital Insurance Agent ·

2025/06/20

Are you building an insurance agency that will thrive beyond your own involvement? In this inspiring episode of The Digital Insurance Agent podcast, Carl Willis and Nikki Coner of Packaged to Profit close out their six-part series by discussing how to move from being an insurance producer to becoming the architect of a legacy agency. Learn how to make strategic decisions with the next decade in mind, empower future leaders, codify your company culture, and install the SOPs and structures nec...

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92 results

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