Even the best agencies face unhappy clients. The real test is how you handle them. In this episode, Amanda Yaniz and Kelsey Concklin Ramsey dive into the why behind client dissatisfaction, how to respond with empathy and professionalism, and the proactive habits that keep frustration at bay. You’ll learn communication strategies, and reputation man…

Rejection is part of the job, but it doesn’t have to derail your day—or your goals. In this episode, Amanda, Kelsey, and special guest Jenny McNulty dive into the mindset shifts and sales strategies every agent needs to stay motivated when the answer is no. From understanding your close ratios to setting realistic expectations, and following up wit…

Every insurance agent has a story—but are you telling yours? In this episode of Licensed to Talk Insurance, Amanda and Kelsey dive into the power of an authentic origin story and how it can help agents build trust, differentiate themselves, and connect with clients on a deeper level. From stumbling into the industry to making it a lifelong career, …

In this episode of Licensed to Talk Insurance, Amanda and Kelsey dive into the qualities that make a great leader—and the pitfalls that can undermine a team's success. Amanda shares a personal story of a toxic work environment that led to disengagement and inefficiency, while Kelsey highlights the impact of strong leadership in fostering employee g…

In this episode of Licensed to Talk Insurance, hosts Amanda Yaniz and Kelsey Concklin-Ramsey explore how behavioral science can revolutionize marketing and sales strategies for independent insurance agents. They delve into key principles such as emotional versus rational decision-making, the power of social proof, the impact of storytelling, and au…

This episode of Licensed to Talk Insurance focuses on developing and implementing effective mentorship programs for independent insurance agencies. The hosts, Amanda Yaniz and Kelsey Conklin-Ramsey, discuss the importance of mentorship programs for small and growing agencies, especially in addressing the industry's talent gap. They explore generati…

Rebranding your agency is a significant decision that can breathe new life into your business, but it's not one to take lightly. In this episode, Amanda and Kelsey dive into the three key phases of rebranding—planning, execution, and launch—sharing actionable tips and real-world examples along the way. Learn how to evaluate whether a rebrand is the…

In this episode of Licensed to Talk Insurance, hosts Amanda Yaniz and Kelsey Concklin-Ramsey are joined by Dan Huffstetter, Executive Vice President at Chicagoland SIA. Dan shares valuable insights for independent insurance agents on building trust with underwriters, enhancing submissions, and understanding their clients' businesses. The conversati…

In this episode, Kelsey sits down with Jenny McNulty to discuss the comprehensive range of support services available to new and established insurance agencies. They explore the hands-on guidance provided for new agency onboarding, covering essential steps like securing carrier codes and developing sound business strategies. Kelsey deep dives into …

In this episode of Licensed to Talk Insurance, Amanda Yaniz and Kelsey Concklin-Ramsey delve into the intricacies of mapping the customer journey. They explore the significance of understanding every touchpoint in the path from prospect to policyholder. Listen in to learn how mapping this journey can unveil opportunities to enhance client experienc…

In Episode 23 of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin-Ramsey welcome back Christine Lee, an agency growth coach at Chicagoland SIA. This episode dives deep into the critical reports that insurance agency owners should be reviewing regularly to ensure growth and profitability. Christine shares her insights on the impo…

In this insightful episode of License to Talk Insurance, your hosts Amanda and Kelsey dive into the essential steps for developing a tech stack tailored to independent insurance agencies. They discuss the critical components of a tech stack, from agency management systems to customer relationship management (CRM) tools, and website essentials. Aman…

In this episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey dive into the often-overlooked skill of perception checking. Join Amanda, the Director of Marketing, and Kelsey, the Director of Digital Strategy at Chicagoland SIA, as they explore the nuances of effective communication within the insurance industry. The…

In the 20th episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey are joined by special guest Tammy Nelson, Personal Lines Manager at Chicagoland SIA. With over 30 years of industry experience, Tammy shares invaluable insights into the underwriting factors shaping personal lines insurance policies today. From the im…

n this episode of "Licensed to Talk Insurance," hosts Kelsey Ramsey and Amanda Yaniz delve deep into the realm of data and analytics, providing invaluable insights for independent insurance agents looking to make informed marketing decisions. From leveraging tools like Google Analytics, Google Search Console, and CRM systems to analyzing email mark…

In this episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey delve into the world of generative AI and its implications for independent insurance agents. Focusing on ChatGPT they explore its functionalities and discuss how it can assist agents in various aspects of their marketing endeavors. From summarizing articl…

In this episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey discuss practical and cost-effective ways for independent insurance agents to market themselves. They delve into online marketing strategies, emphasizing the importance of a strong website, effective use of Google Business profiles, and leveraging social …

In this episode of License to Talk Insurance, Amanda Yaniz and Jenny McNulty discuss the extensive support and resources offered by Chicagoland SIA. Jenny, a VP specializing in recruiting and member alignment, reflects on her transition into this role and delves into the diverse assistance provided to agency prospects and members. She highlights th…

In this episode of "Licensed to Talk Insurance," Amanda Yaniz, Director of Marketing at Chicagoland SIA, welcomes special guest host Mike O'Donnell, Vice President and Recruiter for Chicagoland SIA, and an independent insurance agent for Concklin Insurance Agency. Mike shares valuable insights gained from his professional journey, discussing his tr…

In this episode of "Licensed to Talk Insurance," we're delving into the world of logo design, specifically tailored for Independent Insurance Agents. Your hosts, Amanda and Kelsey, walk you through the essential steps to craft a logo that not only stands out but also effectively represents your agency's identity. Before you dive into the design pro…

Amanda and Kelsey talk with Pierre Poinsett of Poinsett Insurance Agency. Pierre talks about his decision to make the move from Captive to Independent Insurance Agent, and also about his career before getting into insurance.By Amanda Yaniz

In this episode Amanda and Kelsey talk about the foundational pieces you need to have in place prior to starting a paid advertising campaign. From knowing your target audience inside and out - to having you website set up to receive prospects from the ad - there is a lot to know and do before you spend a dollar on a paid ad.…

Jenny McNulty guest hosts this episode, sharing her extensive knowledge of the carrier side of the business and best practices for what to ask your carrier marketing reps. This episode is a continuation of the discussion points in Episode 5. Jenny covers a variety of topics, including service centers, rewards programs, book consolidations, product …

Amanda and Kelsey talk about the advantages of being a small, locally owned - maybe even family owned - business.By Amanda Yaniz

In this episode we delve into a crucial topic that is of paramount importance for independent insurance agents: diversifying your book of business to safeguard against the hard market. We are joined by Agency Growth Coach, Christine Lee as she shares her insights on the challenges for personal lines focused agents and tips to get started building a…

Learn why video marketing is essential for independent insurance agents, and get practical advice on getting started, script development, technology, and incorporating video proposals, introduction videos, and marketing videos into your business.By Amanda Yaniz

This episode explores strategies for effective communication with carriers, including preparation for meetings, understanding declined risks, and getting to the top of the underwriter's pile. We discuss the importance of going straight to the source for information and aligning carrier lineups with marketing strategies for growth and success.…

This episode explores how digital strategy and online presence can help achieve goals. We discuss importance of goal setting, quality over quantity, steps to achieve goals using online tools, yearly planning, budgeting, content creation, engagement, and accountability. Learn how each piece works together to build a powerful digital strategy that he…

Jenny McNulty join us to provide her insights on important questions to ask carrier Marketing Reps. Jenny was a Marketing Rep for Safeco for 10 years prior to joining Chicagoland SIA. In this episode she provides tips and insights for things your marketing Reps should be providing you.By Amanda Yaniz

Giving back to your community through sponsorships, charitable donations, and volunteering are great ways to demonstrate the core values of your agency brand - however, the desire to contribute must be authentic.By Amanda Yaniz

Amanda and Kelsey discuss the process for developing your personal brand using examples of their own experience. They also discuss why a personal brand is important and the role it plays in attracting clients and employees.By Amanda Yaniz

Amanda and Kelsey discuss the importance of professional email domains, CRMs, the dos and don'ts of sending bulk emails and how automated emails can improve your client experience.By Amanda Yaniz

Amanda and Kelsey discuss common questions Chicagoland SIA members ask Kelsey. We get into website auditing, SEO strategies and the importance of content creation and story telling for Independent Insurance Agents.By Amanda Yaniz