56. Big Involvement will Spike Your Insurance Career!

Host Jim Schubert is joined by Hal Soden who hits home the most important thing this industry is about: making connections! Hal explains how his agency developed their own niche and what tools they utilized but also explains that they still knock on doors. Get inspired and don’t be afraid to tackle that big business over small ones, connect with other agents, and build relationships with clients on this episode of Agents Growth Academy.

3 Key Takeaways

• Don’t be afraid to tackle that big business! You don’t have to stick to the small ones; you already have the resources you need to get there.
• The most important thing you can do right now for your agency is to get involved with your industry. Making connections will help more than anything else. 
• You need to tell people what resources you have available to them or they won’t distinguish you from the others. Make that information known to potentials. 

Resources

LinkedIn (send him a note that you heard about him on AGA)

The Wedge by Scott Carney

Salesforce

Bignition

Never Split the Difference by Chris Voss

Ego Authority Failure by Derek Gaunt

About Hal Soden

Hal Soden, Jr. is a principal and risk management advisor at Oliver L.E. Soden Agency Corp. Hal provides property-casualty consulting and risk management services for mid-size corporate, commercial & NonProfit clients. He specializes in reducing risk & insurance costs using a proprietary risk management process called SAFE365®, written action plans to identify goals, coordinating strategies to prevent injuries, improving safety and claims management systems, and monitoring progress on identified goals.

Hal is the Current Chairman of Big I New Jersey, the industry's premier trade association, and a partner at New Jersey Agents Alliance. Hal resides in Little Silver, NJ with his wife and two children. 

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

Transcript

Show Notes

[3:37] Hal talks about being a fourth generation owner

[6:12] Jim invites Hal to share how they’re positioning themselves to grow in the 21st century

[9:15] Hal explains what Safe365 is and how they use it to gain clients through branding

[14:00] They started using The Wedge to help their agency and required training

[17:00] How did Hal’s company get into franchise gyms? 

[20:00] Hal answers questions from AGA’s rapid-fire question round

[25:55] He leaves a final piece of advice to listeners