Podcast
Planet of the Agents Insurance Podcast
Hosted by Dave Baker · EN
The Ultimate Insurance Agents podcast for the property and casualty insurance industry. Grow your agency, retain clients, compete in the modern world.
10episodes
Episodes
Newest firstAll episodes
Why are people calling on the phone more than in the past?
Oct 2100:17:37Tap to summarizeWhy Clients Are Calling Insurance Agents Again instead of just sending emails and text messages? What is going on at you insurance agency. In this episode, we break down a surprising shift happening across the insurance industry: clients are picking up the phone again. After years of relying on email, portals, and text messages, more customers are calling their insurance agents directly—and the trend is stronger than ever.We explore the forces behind this change, including rising insurance complexity, digital communication fatigue, increasing anxiety around renewals, and the renewed desire for human expertise. If your agency’s phone is suddenly ringing nonstop, you're not imagining it. Something real is happening.-- Get access to templates, scripts, ready-made marketing and email on https://www.theagentspot.com/join - Discount code PLANETIn This Episode, You’ll Learn:Why digital fatigue is driving people back to voice communicationHow rising premiums, new exclusions, and carrier pullouts are increasing client anxietyThe role of trust and emotional reassurance in today’s insurance landscapeWhy email and text communication are failing more oftenHow AI and automation are influencing client expectationsThe demographic shift affecting communication preferencesWhat agencies can do to adapt to this trend—and reduce bottlenecksWho This Episode Is For:Insurance agency owners, producers, CSRs, brokers, and anyone looking to understand current client behavior and improve service workflows.-- Contact me and learn more at https://planetoftheagents.com/
Transcribe →Too Much Technology for Insurance Agents
Sep 2300:14:42Tap to summarize-- Get access to templates, scripts, ready-made marketing and email on https://www.theagentspot.com/join - Discount code PLANET-- Contact me and learn more at https://planetoftheagents.com/In this episode, we dive into one of the biggest hidden problems in the insurance industry today: technology overload. Agents are signing up for CRMs, automation platforms, marketing suites, quoting tools, and “all-in-one” systems—only to discover that most of them create more work, more confusion, and more phone calls.If you’ve ever felt buried under dashboards, logins, notifications, and workflows that don’t actually make you more efficient, this episode is for you.I break down:Why insurance agents end up with tech that doesn’t match their agency sizeHow certain platforms actually increase phone volume—especially when you don’t have support staffThe hidden cost of tools that create extra steps instead of removing themHow “fear of missing out” pushes agents into systems they don’t needThe simple framework for deciding which technology truly improves your workflowThis episode gives you a practical, honest look at what technology is worth keeping—and what’s holding you back from writing more business.Whether you’re a solo producer or running a small agency, you’ll walk away with clarity on how to simplify your tech stack, reduce friction, and choose tools that fit your business—not someone else’s.Tune in and learn how to reclaim your time, your sanity, and your efficiency by doing less… but smarter.
Transcribe →The Power of Connections – Networking Your Way to More Clients and Bigger Wins
Aug 2100:15:12Tap to summarizeIn this episode of Insure Your Success, host David Baker dives into the game-changing power of networking for property and casualty insurance agents. Discover why building strong social and business connections is key to growing your client base, generating referrals, and staying ahead in the P&C world. David shares practical tips on leveraging LinkedIn, joining professional groups, creating referral partnerships, and exploring creative networking ideas like online communities and content creation. Packed with real-world stories and actionable strategies, this 8-minute episode will inspire you to turn handshakes into policies and boost your agency’s success. Perfect for agents looking to expand their reach and build lasting relationships! -- Get access to templates, scripts, ready-made marketing and email on https://www.theagentspot.com/join - Discount code PLANET-- Contact me and learn more at https://planetoftheagents.com/
Transcribe →Discover how property and casualty (P&C) insurance agents can attract clients beyond their local area
Jul 1500:16:00Tap to summarizeDiscover how property and casualty (P&C) insurance agents can attract clients beyond their local city or county in this 10-minute episode of Insure Success. Host Dave Baker shares five actionable strategies: leveraging digital marketing, building a social media presence, partnering with regional businesses, offering niche products like cyber insurance, and using email marketing to nurture leads. Learn how to overcome challenges like state licensing and build trust with out-of-town clients. Perfect for P&C agents looking to scale their business in 2025. *** Use discount code PLANET of https://theagentspot.com today to sign up
Transcribe →Contractors Insurance - talking to your clients about more than general liability insurance
Mar 3, 202500:13:01Tap to summarizeContractors face serious risks on every job site—from injuries and stolen tools to lawsuits and weather damage. In this episode of Planet of The Agents, we break down the essential types of commercial insurance every contractor should consider, including general liability, workers’ comp, inland marine, builder’s risk, commercial auto, bonds, and umbrella policies. Insurance agents looking to better serve your contractor clients or a contractor trying to understand your coverage needs listen to this this episode for insights.Check out The Agent Spot: https://www.theagentspot.com/join -- Use Discount Code PLANET
Transcribe →Growing your P&C Insurance agency - Welcome to 2025
Jan 20, 202500:22:37Tap to summarize2025 is going to be a great year. Sure, 2024 was not the most fun year in property and casualty insurance for most people, but in 2025, you can move forward and take advantage of the many great opportunities that you have. If you a a personal liens agent thinking about getting more into commercial insurance, now is your time. I'll discuss some of the things that people have gone through in auto insurance and homeowners insurance and how you can start moving forward to grow your insurance agency, even in a hard market.Get access to insurance agent resources today at: https://theagentspot.com
Transcribe →2024 Recap of the P&C Insurance Agency Business
Dec 23, 202400:14:06Tap to summarizeThe property and casualty insurance business continues to evolve and agents are going to need to evolve and grow with the changes. Rolling with the punches is not always easy, but let's take a moment to look back at 2024 and what's going on in personal lines and what I think the future holds for the independent insurance agency channel.Join the newsletter for agency growth ideas and to learn about my upcoming course at https://planetoftheagents.com/newsletter/
Transcribe →Using AI at Your Insurance Agency
Oct 29, 202400:11:12Tap to summarizeThere are so many ways that AI can help your insurance agency. Is AI going to help your insurance business or hurt it? I will discuss several ways that you can use artificial intelligence to help your insurance agency.Join the newsletter at https://planetoftheagents.com/newsletter/
Transcribe →2024 Insurance Agent Convention Recap
Sep 24, 202400:12:28Tap to summarizeIn this episode, I recap my experience at the Arizona IIABAZ insurance agents convention and the 2024 Palm Desert Agents Alliance convention. Not only did I reconnect with friends, I was energized and inspired by the trade shows. Learn why I love to attend these events and how they can help you with your insurance agency too.Join the newsletter at https://planetoftheagents.com/newsletter/
Transcribe →The Power of a Welcome Letter for Your New Insurance Agency Clients
Aug 13, 202400:14:11Tap to summarizeDo you send your new clients a welcome letter? Are you missing a valuable cross selling opportunity at your insurance agency? In this episode, I Will discuss the value of sending a welcome letter and how it can potentially help you grow your business.Join the newsletter at https://planetoftheagents.com/newsletter/
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