Automation Nation: Competing With The Big Boys With Automation

It’s no secret that that running an independent insurance agency is hard work. In fact, in my opinion, it’s one of the hardest careers you could ever choose.

There are so many things you have to manage, and when you’re independent, your very much on an island when it comes to branding, marketing, and crafting a digital presence that helps you build your book.

This is where automation can help, and maybe even save your agency from demise.

That’s right, I said save.

I talk to a lot of insurance agency owners and by far their biggest challenge is time management. You can have the best strategies and tools in the world, but if you don’t implement and execute, you’ll never have success.

Bottom line, you need time to work on your business, not just in it.

In episode three of The Digital Advisor Podcast, we’re talking to automation specialist Barry Moore from The Active Marketer.

Barry has a deep knowledge of sales funnels and sales/task automation, so I wanted to get him on the show to discuss how automation can be applied to the insurance industry.

When you have a clear plan, and execute it with automation, it allows you to scale your business, and all of a sudden time is not longer the barrier that it once was.

You can watch this episode below, or hop over the our podcast page for the audio version. Keep in mind also that there are some awesome podcast apps out there so you can listen to us on the go too!

YouTube video

About Chris Langille

Hey I'm Chris, the Founder & Lead Product Designer here at Advisor Evolved! Thanks for spending some time with us here on the site! If you have questions about our services, be sure to check out our Plans page for more details and FAQs! Thanks!