The Insurance Perspectives Podcast

AgencyZoom Pt. 2 - Brad Boldt

June 11, 2024 HawkSoft Season 1 Episode 39
AgencyZoom Pt. 2 - Brad Boldt
The Insurance Perspectives Podcast
More Info
The Insurance Perspectives Podcast
AgencyZoom Pt. 2 - Brad Boldt
Jun 11, 2024 Season 1 Episode 39
HawkSoft

In part two of a series on AgencyZoom, Kenny Hendricks interviews Brad Boldt, president of Amerigard Insurance Agency. Brad shares his 25-year journey in the insurance industry and how he transitioned from being a captive agent to an independent agent. He discusses how AgencyZoom has helped streamline their sales process and improve their customer communication. AgencyZoom is described as the most valuable tool for his agency. 

Takeaways

  • Amerigard Insurance Agency primarily focuses on personal lines but has been growing in small commercial lines.
  • AgencyZoom has helped Amerigard Insurance Agency streamline their sales process and improve customer communication.
  • Having a CRM and sales pipeline tool like AgencyZoom provides structure and visibility for the agency's sales and prospecting efforts.
  • Automation features of AgencyZoom have made the agency more efficient.
  • AgencyZoom allows the agency to play offense in their operations.

Learn more about Ameriguard Insurance Agency:
https://www.ameriguardinsurance.com/
https://www.facebook.com/ameriguardinsurance
https://www.instagram.com/ameriguardinsurance/
https://www.youtube.com/@ameriguardinsuranceagency

To get in touch with today's guests, reach out below:

More information about AgencyZoom:
https://www.agencyzoom.com/
https://www.facebook.com/Vertafore/
https://www.linkedin.com/company/vertafore/
Podcast: https://www.vertafore.com/vertafore-insurance-podcast

________________________________________________________________________

If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com.

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://twitter.com/hawksoft
https://instagram.com/hawkSoft

Intro/Outro music by Denys Kyshchuk from Pixabay

Show Notes

In part two of a series on AgencyZoom, Kenny Hendricks interviews Brad Boldt, president of Amerigard Insurance Agency. Brad shares his 25-year journey in the insurance industry and how he transitioned from being a captive agent to an independent agent. He discusses how AgencyZoom has helped streamline their sales process and improve their customer communication. AgencyZoom is described as the most valuable tool for his agency. 

Takeaways

  • Amerigard Insurance Agency primarily focuses on personal lines but has been growing in small commercial lines.
  • AgencyZoom has helped Amerigard Insurance Agency streamline their sales process and improve customer communication.
  • Having a CRM and sales pipeline tool like AgencyZoom provides structure and visibility for the agency's sales and prospecting efforts.
  • Automation features of AgencyZoom have made the agency more efficient.
  • AgencyZoom allows the agency to play offense in their operations.

Learn more about Ameriguard Insurance Agency:
https://www.ameriguardinsurance.com/
https://www.facebook.com/ameriguardinsurance
https://www.instagram.com/ameriguardinsurance/
https://www.youtube.com/@ameriguardinsuranceagency

To get in touch with today's guests, reach out below:

More information about AgencyZoom:
https://www.agencyzoom.com/
https://www.facebook.com/Vertafore/
https://www.linkedin.com/company/vertafore/
Podcast: https://www.vertafore.com/vertafore-insurance-podcast

________________________________________________________________________

If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com.

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://twitter.com/hawksoft
https://instagram.com/hawkSoft

Intro/Outro music by Denys Kyshchuk from Pixabay