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From Insurtech to Relationships with Brett Fulmer
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In this episode of the Power Producers Podcast, David Carothers welcomes Brett Fulmer, principal of Newport Beach Insurance Center, for a dynamic conversation packed with insights on insurance, career growth, and community building. Brett shares his unique journey in insurance, his passion for innovation, and how he balances multiple roles with energy and focus.
David and Brett discuss everything from navigating the evolving insurance market, the importance of value-added service, to the role of technology and AI in transforming agency workflows. They also dive into the power of the community within the industry, sharing stories of mentorship, peer support, and how brokers can thrive in a competitive environment.
Key Highlights:
Brett’s Insurance Journey
Brett reflects on how a background in office relocation sales unexpectedly led him to insurance, highlighting the transferable skills and the unique “happy accident” that shaped his career path.
The Value of Sales and Service
The conversation covers the delicate balance between sales, relationship building, and genuine value addition, emphasizing why insurance is more than just a commodity.
Building Community and Peer Support
Brett shares how his group, Broker Brews, fosters connection and collaboration among agents, turning networking into meaningful relationships that extend beyond business.
Tech and Innovation in Insurance
Both David and Brett explore the impact of AI and insuretech, discussing practical tools that streamline policy review and compliance while freeing up account managers to focus on client relationships.
Market Trends and Challenges
Insights into Florida’s market conditions, the hard and soft markets, and how producers can position themselves strategically in a shifting landscape.
Work-Life Balance and Family
Brett opens up about balancing his busy career with family life, including preparing for a new addition and working alongside his children in the insurance business.
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