Agents Growth Academy

53. Faster, Easier, Better: Moving the Industry Forward for Insurance Agents

August 16, 2022 Jim Schubert
Agents Growth Academy
53. Faster, Easier, Better: Moving the Industry Forward for Insurance Agents
Show Notes

The Titanic: the biggest insurance claim of the century. Joseph and the Technicolor Dreamcoat: the greatest historical insurance negotiation. Join guest Peter MacDonald from Wunderite and host Jim Schubert on this episode of Agents Growth Academy to be proud to be a part of the lubrication that’s brought function to society. Become a company that makes top-of-stack submissions quickly and easily–every time.

3 Key Takeaways

-Only outsource the things that don’t add value to your client’s experience. These things that typically feel grueling for you as well and can be handled by Wunderite.

-It’s all about the positive touch points with your clients; start taking advantage of the invaluable data points you collect about them and make the conversation relevant.

-Remember that insurance at its core is about the natural human desire to protect one another. Apply that to your agency’s approach toward the community.

About Peter MacDonald

Before founding Wunderite in 2018, Peter worked at a family insurance agency selling most types of insurance. In this role, Peter earned industry licenses and credentials (CPCU, CRM, CIC, LIA), represented independent agents to lawmakers in Washington DC with the IIABA, and built and implemented technology for the agency.

Intrigued by computers since he was four, Peter hacked the UI of AOL Instant Messenger, started to enhance Halo gameplay, and built (featured in Wired) before graduating high school. He quickly figured that the insurance industry needed better technology.

Peter earned an MBA with distinction from Boston College as a Dean’s Scholar and a BS in Mathematics Cum Laude from Wheaton (IL).

Peter lives in Massachusetts with his wife and two kids. He is a former traveler, recent drone enthusiast, and likes to be outside.

The simplest solution for insurance agents to collect credit card and ACH payments