Drumrollllll...... "Insurance, You Indemnify Me" Season 4 is back with Shannon Holtman, Co-Owner of JSH Insurance Solutions.

If you don't know Shannon. He is a Colorado famous agent (I'd even say west of the Mississippi). When he walks into a room, everyone taps the person they are sitting next to and in hushed tones, says, "That's Shannon Holtman, he's the reason I am in insurance today."

This episode is playful, Watch it! Watch it now. He just made the switch to IA in the last 2 years (Rough time to make the switch) Hear how it's going!

Honorable Mentions:
Jeff Holtman
Agency VA
Wessly J. Anderson
Jason Storoschuck
Canopy Connect
SALT
The Insurance Soup
Farmers Insurance
And a ton of others!

On this week's episode of Insurance, You Indemnify Me, we are honored to introduce Ray Huang. Ray is the Sr. Director of Marketing for Canopy Connect, which is becoming one of the most popular tools used by insurance agents today. Canopy is famous for easing the process of collecting client information and dec pages, but in this episode, we dive deep into everything that Canopy Connect can do for an agent. This is an episode you will not want to miss!

Sign up for Canopy Connect at https://usecanopy.com/agencies

14-day trial and $50 off your first month when you use discount code at checkout: indemnifyme (expires June 30, 2024)

Time Stamps:
3:00 - Who are you, Ray?
8:27 - I love your creative marketing at Canopy Connect, Can you tell me about that?
12:00 - Canopy Connect collects declaration pages, but what is everything it can do?
16:30 - Many agents think of Canopy as a PL product, but you're saying it is for all lines of insurance?
17:50 - What percent of clients actually use this link?/What do you say to an agent who says I don't struggle to get my client's information without Canopy?
29:52 - Once a client fills out the link does it automatically prefill their information in my comparative rater?
31:45 - Can I send client info to Carrier raters?
32:42 - What does the development roadmap look like?
34:35 - Can you describe the golden user of Canopy Connect and how they use it?
37:45 - Is anyone using APIs with Canopy?
41:20 - What makes Canopy better than the competition?
45:50 - It's very affordable, can you expand on the cost of Canopy?
52:30 - I constantly hear that Canopy is the bee's knees, thank you for your time!

Honorable mentions:
Guitar Center
Casey Armstrong, Senior Account Executive Canopy Connect
Canopy Connect Hawaiian shirts
Hawksoft 2024 HUG National Conference
San Diego
BMW
Chris Long, Longevity Insurance
Hawksoft
Salesforce
Hertz
Budget

This week's guest on the podcast is Tom Quintrell. Tom is the founder and owner of QIG (Quintrell Insurance Group) based in Oak Grove, Missouri. He is a lifelong insurance professional who has cultivated a rewarding multi-generational career in the industry. Tom understands the invaluable role agents play in their clients' lives and enhances the sense of security for his clients. Join us to glean insights from an experienced agent!

Timestamps:
1:00 - You're from Kansas City?
4:30 - Who are you?
8:05 - I asked about the downsides of being an independent agency owner.
12:15 - Do your due diligence when picking a partner.
15:40 - Was Dad mad when you left Allstate?
24:40 - Is your son as gregarious as you are?
28:15 - Funnies story in insurance?
37:00 - This is Agent Smith with the FBI.
49:05 - What don't carriers understand about agents?
53:20 - Who are your mentors or personal board of directors?
56:22 - How do you manage your time?
59:25 - What mistakes have you made along the way?
1:04:35 - One of our superpowers is just being authentic.
1:09:05 - Favorite carrier?
1:10:12 What would you tell younger Tom?

Honorable Mentions:
QIG (Quintrell Insurance Group)
Kansas City Cheifs
Broncos
Tayor Swift
Patrick Mahomes
Robert Clinger
Allstate
Agent of the Year(Allstate)
Farmers
Met Life
Merrill Agency
FBI
Montana
Travelers
National General