최고 Heath Shearon 팟캐스트 (2024)

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#84 - Holding Court w/ Heath (The Mayor) Shearon 43:54

11d ago43:54

43:54

In this episode, Lindsay and Carey sit down with Heath Shearon, the Mayor of Insurance Town to chat about topics such as the impact of technology on the future of the industry, and the importance of maximizing efficiency and driving margins in agencies. Overall, the conversation highlights the need for adaptation and creativity in the insurance ind…

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Conferences & Networking Tips 26:51

1d ago26:51

26:51

In this special solo episode, the Mayor of Insurance Town, Heath Shearon, goes solo to share some valuable insights on how to make the most out of conference season! Heath dives into his personal tips and strategies for getting the best value from events. Whether you're attending for networking, education, or just to "shake hands and kiss babies." …

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#85 - Disrupting Systemic Poverty w/ Wessly J. Anderson 39:58

4d ago39:58

39:58

In this episode, Lindsay and Carey sit down with Wessly Anderson, co-founder of Agency VA, to discuss the benefits of virtual assistants (VAs) in the insurance industry and his mission to disrupt systemic poverty. Wessly explains that VAs can handle tasks such as quoting, re-shops, and certificate management, allowing agency owners to focus on reve…

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From all about Chicken Wings to All About Insurance... 1:02:14

9d ago1:02:14

1:02:14

In this weeks episode of Insurance Town, Mayor Heath Shearon sits down with Nick Vitali, the mastermind behind All About Insurance, which has grown to 10 locations across North Carolina. Nick shares his story, starting with his father's entrepreneurial spirit that took him from running a chicken wing restaurant to building an insurance agency from …

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Its not just a numbers game anymore! 56:03

16d ago56:03

56:03

In this episode, The mayor has the opportunity to sit down and talk to Scott Angell, of LEO. These two have a great conversation about sales, the sales processes, the process of buying leads, and how not just to purchase leads to purchase leads. Its not just a numbers game anymore. Its about the data you get , its about the sales process you have i…

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#83 - Redefining Ability: Autism in the Workplace w/ Spencer Berg 34:04

18d ago34:04

34:04

In this episode, Lindsay and Carey sit down with Spencer Berg, to share his story finding the abilities in his autism diagnosis that helped him build a successful career in the insurance industry. Spencer emphasizes the importance of recognizing and valuing the unique abilities of individuals with disabilities and discusses the misconceptions about…

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Build your Sales Systems and grow your Sales Teams! 46:28

23d ago46:28

46:28

In today’s episode Mayor got to sit down with Ana Gonzalez Gibbs, of Anabots. This is such a fun episode!! She has an obsession for learning has taken me her on so many interesting journeys. Starting with architecture for a while, then martial arts and finding her true passion in building sales systems for companies and sales teams, and that's what…

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#82 - Adapting to the Evolving Tech Landscape w/ Sean & Paul Hawkins 35:45

25d ago35:45

35:45

In this episode, Lindsay and Carey sit down with Sean and Paul Hawkins, the founders of Hawksoft to chat about what large technology companies are doing to keep up with the rapidly evolving insurtech landscape. This episode covers many topics including challenges of integrating different software systems, the importance of focusing on relationships…

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The "Ultimate Networker" shares the Old School techniques that still work today! 40:01

30d ago40:01

40:01

In this engaging episode, The Mayor had the pleasure of speaking with , widely known as the “Ultimate Networker” and a leading expert in Internet marketing. George delves into the timeless marketing techniques that continue to be effective in today’s digital landscape, with a particular focus on the power of personal networking and standing out at …

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#81 - Four Generations of Trimbles w/ Kirt Trimble 31:37

1M ago31:37

31:37

In this episode, Lindsay and Carey sit down with Kirt Trimble, the president of Trimble Insurance as shares his experience of being the fourth generation to transitioning into ownership of the agency. He emphasizes the importance of planning, clear communication, and understanding the strengths and culture of the agency. Kirt also discusses the rol…

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AI is Helping the next generation of Insurance hit the ground running, and extending the careers of prior generations 49:55

1M ago49:55

49:55

In this episode the Mayor has a great conversation with John Loeber, the co-founder and CEO of Limit, an insurtech company that leverages artificial intelligence to enhance the insurance industry. Limit recently launched LimitAI, a generative AI designed specifically for the P&C space. This AI tool helps analyze extensive insurance documents, provi…

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#80 - Get Your Financials In Order Pre-Sale w/ Aaron Stocks 32:37

1M ago32:37

32:37

In this episode, Lindsay and Carey interviews Aaron Stocks, CEO of PFS Global and AgencyPoint, about outsourcing accounting for independent insurance agencies. They discuss the process of onboarding, cleaning up books and taxes, and the importance of tax planning. They also touch on the benefits of outsourcing accounting, such as creating redundanc…

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Leadership, Mindset, Mental Toughness- from a man with an inspirational journey! 48:43

1M ago48:43

48:43

In this weeks episode, the Mayor sits down with , a top tier speaker, podcaster, former NFL player and good friend Marques Ogden. Heath loves conversations like this. Talking about entrepreneurship, leadership, mindset and more. His bootstrap story is a must listen. Episode Sponsors : Smart Choice Canopy Connect Olde School Marketing…

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#79 Reflections on Year One as CEO of Big I w/ Charles Symington 34:27

2M ago34:27

34:27

In this episode, Lindsay and Carey sit down with Charles Symington, the CEO of the Independent Insurance Agents and Brokers of America, to discuss his journey in the insurance industry and the challenges faced by independent agents. The conversation covers the current hard market and the impact of technology on the industry. Symington emphasizes th…

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The future of the Insurance Industry, from these 90's kids perspective!! 1:01:44

2M ago1:01:44

1:01:44

in this weeks episode, the Mayor had the opportunity to visit with his good buddy, Pat West. We have some fun with some nostaligic conversation around where all of this started... IN THE 90'S!! Pat & Heath talk about the future of the insurance industry, including emerging trends, potential challenges, and opportunities. He enjoys speculating on ho…

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#78 - Lead Gen Strategy w/ Jonathan Lugo 35:41

2M ago35:41

35:41

In this episode, Carey and Lindsay sit down with Jonathan Lugo, a Producer at Veritas Insurance. They discuss Jonathan's journey into the insurance industry, his focus on his niche, and how he created FirmSecured to help grow that niche and build a specialized career as a young producer entering the insurance space. The interview touches on buildin…

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The Smart Choice in Commercial Insurance 46:39

2M ago46:39

46:39

This is the Smart Choice episode, I love these episodes, I love working with them much. I can't wait for you guys to hear this one ! We get into some good conversations, where we pull back the curtain and talk about the Smart Start Program. Lynn Depasquale and Matt Heacox join me for this one. We also take a deeper dive into trucking insurance and …

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#77 - 37 Agencies and the Road to One More Policy w/ John Darr 42:39

2M ago42:39

42:39

In this episode, Lindsay and Carey sit down with John Darr, the president and founder of Darr Schackow Insurance to discuss John's experience acquiring 37 agencies and continuing to grow his agency. John shares his approach to growth by acquisition and explains how he keeps acquired agencies separate while still working towards organic growth. He s…

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Story Brand Marketing, They ask you Answer, ChatGPT, AI and marketing techniques that work. 41:00

2M ago41:00

41:00

In this episode we have a returning guest that always gets a good response! Cant wait for you to hear this one. We discuss some marketing techniques that my guest has been using for years and creating a successful agency and business that is widely known across our industry. In this episode we talk about : They Ask you Answer Story Brand ChatGPT Us…

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#76 - Understanding Tax Implications in Insurance Agency Acquisitions w/ David E. Foate 38:10

2M ago38:10

38:10

In this episode, Lindsay and Carey Wallace sit down with David E. Foate, an attorney with PFS Law specializing in insurance agency acquisitions. They discuss the key considerations for buyers when acquiring an agency, including financial due diligence, legal considerations, and tax implications. David emphasizes the importance of having a team of a…

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Lindsay Wallace- telling her story of making an immediate impact in her young career 1:03:25

2M ago1:03:25

1:03:25

This week in Insurance Town, The mayor gets an opportunity to sit down and enjoy an awesome conversation with his good buddy and insurance sister Lindsay Wallace of Indium. The Mayor just wanted you guys to hear her story. in this episode, we get personal with Lindsay. She shares about her recent engagement and her fiancé Patrick's adventurous clim…

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#75 - Not Your Grandfather's Acquisition Strategy w/ Adam Bowe 35:17

2M ago35:17

35:17

In this episode Carey and Lindsay sit down with Adam Bowe, Founder of Cake, to chat about how this platform brings an innovative solution to buying and selling insurance agencies. The conversation explores the platform's features, the buyer and seller experience, and the impact of the hard market on Cake's adoption. Visit https://www.haveyourcake.c…

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Aaron Painter-taking all things, Intentional impact, Deep Fakes and ID Verification. 1:01:47

3M ago1:01:47

1:01:47

in this weeks episode the mayor sits down and talks with Aaron Painter, the CEO of Nametag Inc., the world's first identity verification platform designed to safeguard accounts against impersonators and AI-generated deep fakes. These two have an awesome conversation about his international sucess working in over 40 countries for some of the largest…

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#74 - Deciding to Sell the Agency w/ Matt Crismore 35:02

3M ago35:02

35:02

In this episode Carey and Lindsay sit down with Matt Chrismore of The Crismore Agency as he shares his experience of selling his agency after owning it for four years. The decision to sell his agency was made to simplify his life, leverage resources, and focus on what he enjoys most—talking to clients and providing the best insurance value. Matt em…

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MAYOR SOLO: TALKING HARD MARKET!! 36:15

3M ago36:15

36:15

This weeks episode is a hard market solo episode. We will be talking about the hard market a little bit. I will nerd out a little bit and it could be a lot of fun. Hang out with me and lets talk. I would love your feed back!! Reachout to me https://linktr.ee/heathshearon and let me know your thoughts, ideas, agree , disagree. Etc. Episode Sponsors:…

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#73 - Video is a Game Changer w/ Chris Langille 37:47

3M ago37:47

37:47

In this episode Carey and Lindsay sit down with Chris Langille, Founder of Advisor Evolved to talk about the importance of branding and the use of video content to enhance brand presence. Chris gives advice to agencies who may be struggling to create engaging content and gives examples of the way he humanizes his approach to branding. This episode …

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Talking AgencyPoint with a zoom full of Goats. 1:04:06

3M ago1:04:06

1:04:06

In this weeks episode the Mayor was visited by a whole room full of GOATS!! This week we are talking about AgencyPoint with Chris Paradiso, Carey Wallace, and Aaron Stocks. (see I told you) We have a phenomenal conversation about a very important subject matter in our industry. In this episode we talk about something that effects every single agenc…

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#72 - Business Partnerships: Lessons Learned w/ Grant Weber 35:56

3M ago35:56

35:56

In this episode Carey and Lindsay sit down with Grant Weber, President of TruSummit Insurance Solutions to talk about the entrepreneurship, partnerships, and the challenges of business ownership. Grant shares his personal experiences and lessons learned, offering valuable advice for those considering partnerships. He emphasizes the importance of cl…

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Going out of the Box, and getting Salty with Dustin Parker 51:41

3M ago51:41

51:41

In this weeks episode the Mayor was able to sit down with his friend Dustin Parker, the co-founder of Salt. Salt is an innovative tool that takes agents from cocktail napkin to the cloud in a time where the industry is being challenged in this hard market it catch up fast and do business better. Dustin shares with us his fascinating story of becomi…

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#71 - Could Data Change the Acquisition Space w/ David Watson 37:37

3M ago37:37

37:37

In this episode, Carey and Lindsay are joined by David Watson from RiskAdvisor to talk about the impact of data on agency operations and acquisitions. The conversation covers the topic of RiskAdvisor's functionality, and explores the efficiency and value of capturing and leveraging data, as well as the potential for data-driven decision-making in a…

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Ryan Mathisen- Lululemon Pants and GloveBox!! 47:31

4M ago47:31

47:31

In this weeks episode the mayor get to sit down with his good friend, Ryan Mathisen, co-founder of Glovebox. These two have a super fun conversation about the customer experience, the user experience and LULULEMON! We discuss the differences in having an app for agency and having a customer portal or self service center. How to improve the customer…

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#70 - Launching Trusted Risk Advisor Status 33:54

4M ago33:54

33:54

In this episode, Lindsay and Carey sit down with Elliot Bassett, the president of Ellerbrock-Norris and co-founder of Rocketship Ventures. They discuss Elliot's journey in the insurance industry and the development of Launch, a software platform designed to help insurance agencies become trusted advisors to their clients providing a roadmap to assi…

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The VIP episode: This one is special.... 1:05:04

4M ago1:05:04

1:05:04

this episode is special as it is from the Vertafore Insurance Podcast hosted by myself and my bestie Syd Roe. We interviewed Scott Howell and Kenneth Williamson and my goodness it is good! I really cant wait for you to hear it. If you would like to watch it , go to the Vertafore Youtube page and check it out there on channel orange !! I am telling …

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#69 - Embracing Vulnerability and Authenticity w/ Meg McKeen 36:27

4M ago36:27

36:27

In this episode, Lindsay and Carey are joined by Meg McKean to discuss imposter syndrome, knowing your worth, and redefining success. They explore the challenges and doubts that come with pursuing a non-traditional career path, the importance of embracing your own journey, and the power of vulnerability and authenticity. Meg shares her own experien…

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Jay Coates - sales strategies and leadership principles 39:32

4M ago39:32

39:32

In this weeks episode, The Mayor, invites his buddy, Jay Coates, to come in the studio to record a podcast. WARNING: The audio is a little wonky in the first 10-15 minutes due to some back ground noise and me trying to figure out new studio set up, and multiple mics. The content is still worth the listen. Thank you for your patience. Cant wait for …

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#68 - Family First w/ Olivia Schmitt 33:09

4M ago33:09

33:09

In this episode, Lindsay and Carey sit down with Olivia Schmitt from Vertafore to talk about personal and professional growth in the insurance industry. Covering various topics, including their love for family and dogs, the importance of having a mentor, and redefining success in different areas of life. Olivia shares her experience transitioning f…

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Katie Wexler- Premium Finance Reimagined...(game changer) 52:48

4M ago52:48

52:48

In this episode the Mayor, Heath Shearon, sat down with his new friend, and future thought leader Katie Wexler to talk about her game changing idea. One of a kind, first and only in class technology called PAVO. You dont want to miss this conversation. They take a walk down memory lane, and discuss the story of Pavo and what an Insurance Premium Fi…

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#67 - Investing in the Right Tools w/ Kevin Panter 37:16

4M ago37:16

37:16

In this episode, Lindsay and Carey sit down with Kevin Panter, the owner of Kevin Panter Insurance and a founding member of Southeastern Network Agencies (SNA) to discuss the importance of technology and learning from failure. Kevin emphasizes the importance of hiring the right people, partnering with the right companies, and investing in technolog…

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Chase Shearon- Just a couple of brother's catchin up and talking Insurance 54:41

4M ago54:41

54:41

In this weeks episode I catch up with my little brother Chase Shearon, Underwriter with Novatae Insurance. Its been 4 years since we had him on and it was time for a reboot!! lol episode sponsors Smart Choice Canopy Connect Olde School Marketing저자 Heath Shearon

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#66 - A Lawyers Take on The FTC Non-Competes Ban w/ Jennifer Weaver 42:36

5M ago42:36

42:36

In this episode, Carey and Lindsay sit down with Jennifer Weaver, a lawyer at Manning Fulton & Skinner, P.A., who specializes in insurance industry litigation, to discuss the recent ruling by the FTC banning non-compete clauses in employment contracts. She explains that non-competes are agreements between employers and employees that prevent the em…

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REPLAY: Broker Brett, with more about Broker Brews 58:49

5M ago58:49

58:49

In this weeks episode, we have a replay of the time when the mayor sat down with his good friend and now 4 time guest on the show, “Broker Brett” Fulmer! This is a fun episode where they have some fun talking about broker brews and Insurtech. Hope you enjoy it again, and you missed it the first time!! Hope you enjoy it this time around !! Have a gr…

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#65 - Playing the Long Game w/ Jimi Honochick 32:53

5M ago32:53

32:53

In this episode, Carey and Lindsay sit down with Jimi Honachek, Vice President of YMI Insurance, to talk about his industry journey. From integrating into his family agency's legacy to fostering trust among the staff, Jimi shares invaluable insights reflecting on his podcasts for local marketing initiatives, and the intricacies of implementing tran…

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Nick Aube- Fighting A Bear 53:37

5M ago53:37

53:37

this weeks episode is a fun one, it features a check in with a former guest Nick Aube of Producer Systems. We discuss the BOR , common objections to the BOR and how to overcome them and so much more Sponsors Smart Choice Canopy Connect Olde School Marketing저자 Heath Shearon

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#64 - From Doctor to Insurance Agent w/ Jacob Eisenrich 35:02

5M ago35:02

35:02

In this episode, Lindsay and Carey interview Jacob Eisenrich, Vice President of Weatherby-Eisenrich Insurance. Jacob shares his unique background as a doctor who transitioned to the insurance industry and discusses the reasons for leaving the medical field and how he settled on insurance as a career. Jacob emphasizes the importance of being data-dr…

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Kelly Turner- Educate your clients 33:41

5M ago33:41

33:41

In this weeks episode Mayor had so much fun with my friend Kelly Turner , they talked about a lot of different topics, from branding-->Referral partners --> and everything in between. She is a dynamic and experienced loan officer. Her primary goal is to guide her clients through the mortgage process, ensuring that her clients understand the loan pr…

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#63 - The Truth about Selling Your Agency w/ Matt Naimoli 35:04

5M ago35:04

35:04

In this episode, Lindsay and Carey sit down with Matt Naimoli to discuss Matt's journey of selling his agency. They cover topics such as finding the right partner, educating oneself on the selling process, and setting expectations for the future. Matt shares his insights on running the business with a future sale in mind and the significance of day…

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Chuck Aikens- Everyday use cases for AI. 47:53

5M ago47:53

47:53

In this weeks episode , The mayor sits down with his new friend Chuck Isaac Aikins, of Tymoo and CIA Consulting. Chuck started in digital marketing with his mortgage busines. With some basic skills under his belt, He built websites and put together a ‘mortgage education’ portal at Mortgage101.com that quickly ranked #1 for ‘mortgage’ for over 10 ye…

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#62 - Marketing 101 w/ Daniel Smith 36:54

5M ago36:54

36:54

In this episode, Lindsay and Carey interview Daniel Smith, the co-founder of Market Retrievers, a digital marketing agency for insurance agencies. They discuss the importance of marketing for agencies and provide insights on how to effectively market insurance services. They cover topics such as choosing the right marketing channels, utilizing AI i…

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Cyrus Jaffery- Making an impact here in Insurance Town. 49:31

6M ago49:31

49:31

in this weeks episode Cyrus Jaffery joins the Mayor in Insurance Town, and the two of them, have a phenomenal discussion. Cyrus and Mayor take a walk down memory lane and discuss Cyrus' journey to where he is today and what a great story that is. Then they discuss how the entrepenuerial bug bit him and the passion to impact others kept him going. H…

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#61 - In Memory of Bobby Salmon 40:48

6M ago40:48

40:48

🕊 In Memory of Bobby Salmon 🕊 In this special re-launch episode, we pay tribute to our Bobby Salmon, whose passion in the independent insurance industry continues to inspire us. Join Carey and Lindsay as they revisit their conversation with Bobby, delving into the importance of fostering relationships in our industry and shaping its future. Though …

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