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Dr. Noel Lloyd had a super practice until a career-ending injury made it impossible to care for patients and put his back against the wall. What he learned allowed him to build dozens of top producing associates, 10 top producing clinics which he sold to his associates and built two management companies. He’s gone on to teach thousands how to build super successful practices and develop their own associates in the Win-Win Model through his companies, Five Star Management and The New Patient ...
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Agenzee Agents of Change Insurtech Podcast

Agenzee, Insurance Licensing and Appointment Management Made Easy

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Explore the latest trends, tips, and tools in insurance and Insurtech designed to empower modern insurance professionals. Discover how to grow your business, elevate your department, or advance your career. Learn more about Agenzee at http://www.agenzee.com.
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In this episode: The real reason patients stop showing up Early warning signs your reactivation system is broken The biggest reactivation mistakes and how to fix them Tools like SCED, Aloha, DemandForce, and PatientPilot Scripts and simple strategies for boosting return visits How to make your practice a place patients want to return to Resources M…
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In This Episode, You’ll Learn: Why most chiropractors are struggling with patient flow online The #1 platform Dr. Loop recommends starting with (and why) How to make low-effort, high-impact videos your audience will actually watch Why stock photos and over-polished posts are killing your reach How to get results with just 30 minutes per day A smart…
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Brought to you by Five Star Management – Helping chiropractors streamline systems, scale their teams, and succeed with purpose. If your patients ever walk in and feel invisible, this episode is a must-listen. We take a deep dive into what separates thriving practices from those just getting by—and it all comes down to the experience outside the adj…
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What if your team actually wanted to hit their numbers, show up early, and go the extra mile? That’s not a dream — it’s the power of gamifying work. In this episode, you'll learn: The psychology behind workplace gamification How to turn routine tasks into motivational scoreboards Real-world examples of clinics that boosted morale and metrics Simple…
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Welcome to The Deep Dive, where we take source material from the field and extract the gold so you can put it to work in your chiropractic practice. In this episode, we dig into: Why even the best chiropractors struggle with team leadership The top 7 leadership mistakes killing performance and morale What real-world doctors are doing right now to b…
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In this episode, we explore: ✅ Why great patient starts still lead to drop-offs ✅ The purpose and power of effective Table Talk ✅ Common communication pitfalls that break patient trust ✅ Scripts and phrases that reinforce confidence and retention ✅ How to link adjustments directly to patient goals ✅ Training tips for associates and building a repro…
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🔍 What You’ll Learn in This Episode: Why most chiropractors misuse or underuse re-exams How to set up re-evals that boost patient commitment Key language that turns a re-sign from a sales pitch into a service The “silent killer” that causes patients to disengage (and how to fix it) A handoff strategy your CAs will love 💡 This episode features real-…
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In this episode, Johnelee and Laura dive into Ariel's inspiring story of growth, cultural adaptability in expanding to new markets, and the critical lessons he learned through challenges and successes. Discover key insights into navigating mergers and acquisitions, recruiting the next generation of insurance professionals, and leveraging technology…
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What You’ll Learn in This Episode: The core elements of a Practice Power Hour and how to set one up Why one focused hour can outperform a full day of scattered multitasking How to align your team with clear, daily performance goals Ways to avoid time-wasters that stall practice growth The mindset shift required to consistently execute high-impact t…
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In this AI-narrated strategy session, we dive into: 🎯 The real goal behind promotional events (hint: it’s not just “sign-ups”) 🗣️ How to communicate value so people actually want to schedule 💬 Specific phrases that make the appointment offer feel natural and helpful 🤝 How to overcome common hesitations without pressure 🛠️ Why clarity and structure …
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In this AI-narrated deep dive, we explore: ✅ Why your clinic must be able to run profitably without you 🔍 How to identify high-leverage actions that impact revenue 👥 Which team members influence those actions — and how to train them 📈 The importance of consistency and effectiveness in execution 💬 The one skill every team member must master: making …
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Agenzee sat down with Laura Crumpton, Agency Principal at Prepared Insurance. Drawing from 16-year journey across both agency and carrier side, Laura discusses the evolving insurance landscape, the challenges of securing carrier appointments, and how technology is reshaping the industry while offering practical advice for new agencies entering the …
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We are joined by Dana Anaman, COO of the Professional Insurance Association, in this insightful podcast as we explore the critical role of continuing education in upholding industry standards and promoting personal growth within the insurance field. Dive deep into strategic learning paths, certification requirements, and innovative approaches desig…
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