Opening Session
Join Role Play at the Olson agency as they walk us through the entire sales conversation with an insurance lead – from "hello" to bind!
Role Play at the Olson Agency
Jeremy has been an agency owner since 1997. His passion for this industry started when he was a very young child with his grandfather being an agent for over 30 years and his father for 45 years. He loves this industry and is focused on teaching others what he has learned throughout his career. One thing Jeremy is particularly proud of are the friendships he has built with agents across the country. He is a big believer in learning from one another and that there is not just one way of doing things. He attributes his success to his openness to continue to learn from people in this industry every day! Jeremy holds a Bachelor of Arts and Sciences in Sociology from the University of Washington and also volunteers on several committees that focus on continuous improvement within his company. In his spare time, Jeremy loves spending time with his wife Kellie of 20+ years and their three kids, Jeremy Jr. (18), Kaia (16) and Lillie (11). While a lot of times they are all over the map supporting their kids activities, when they can catch their breath, they enjoy being on the water on their boat, and traveling. Also, in his free time Jeremy can be found hunting down hot tamales and gummy bears in every city he visits.
Role Play at the Olson Agency
Kristin Isaacson is the Team Coach and General Manager at The Olson Agency. She holds 20+ years of experience in sales, working at notable companies like Nordstrom, US Bank, MetLife and Dale Carnegie Training. It was at Dale Carnegie where she found her passion for helping people grow in the area of soft skills development and earned her certification as a Dale Carnegie facilitator. This brings a unique background and flair to what she does in the development and management of her team. Kristin’s passion for continuous improvement creates an innovative and creative approach to giving honest feedback that paves the way for individual improvement. She always speaks from the heart and never gives up and that is evident in everything she touches down to the tiniest details. Kristin holds a Bachelor of Arts & Sciences in Interdisciplinary Studies with a Minor in Communications and an emphasis in Psychology. She loves spending her free time with her kids Brent, age 25 and Sara, age 22. She absolutely adores living in the great Northwest and enjoys hiking, going on long walks and being by the waterfront whenever possible.
Agent Discussion Panel
Hear from 3 x different insurance agents –all with different carriers and in different markets– as they share details on how they've been able to achieve amazing results by leveraging EverQuote's Lead Connection Service (LCS).
Agency Owner
Caden is currently an agency owner with Farmers Insurance in the greater-Salt Lake City, UT area. After starting his agency scratch in early 2020, Caden has rapidly found success, growing his book at a rapid pace and expanding his team from 2 to 9 x producers. He's currently the #1 agent in his Territory.
Agency Owner
At the young age of 17, Buna Mandell started her career with a local captive insurance agency after being offered a sales producer position, within a year she was offered a sales management position and a little over a year later she started the process of opening her own captive insurance agency. Within 2 months of opening her scratch agency, her agency was #1 in the sales territory and ranked in the top 2% of all agencies within the company. Buna's agency won numerous awards within the company including Inner Circle Elite, Circle of Champions, National Conference and Honor Ring along with more than 10 company award trips. She maintained these rankings and received these awards for multiple years consecutively until she sold her captive agency in 2020. After Buna sold her captive agency, she opened a scratch independent agency with Quantum Assurance and wrote over 3 million dollars in premium within the first year. Buna and her agencies have written over 7 million in premium off the sales and lead processes that she has implemented in her agency.
Agency Owner
Pat Seidl opened his captive insurance agency in the Spring of 2018 and soon after partnered with EverQuote. Pat has seen steady growth and has gone from scratch agent to building a book of business worth over $3.5 million. Pat was also an early adopter of EverQuote's Lead Connection Service (LCS). Since adding LCS, Pat has seen transformational results, doubling his staff and increasing his sales volume by over 60%.
Speaker Session
Join Jeremy Olson and Kristin Isaacson of Role Play at the Olson agency as they walk us through the entire sales conversation with an insurance lead – from "hello" to bind!
Role Play at the Olson Agency
Jeremy has been an agency owner since 1997. His passion for this industry started when he was a very young child with his grandfather being an agent for over 30 years and his father for 45 years. He loves this industry and is focused on teaching others what he has learned throughout his career. One thing Jeremy is particularly proud of are the friendships he has built with agents across the country. He is a big believer in learning from one another and that there is not just one way of doing things. He attributes his success to his openness to continue to learn from people in this industry every day! Jeremy holds a Bachelor of Arts and Sciences in Sociology from the University of Washington and also volunteers on several committees that focus on continuous improvement within his company. In his spare time, Jeremy loves spending time with his wife Kellie of 20+ years and their three kids, Jeremy Jr. (18), Kaia (16) and Lillie (11). While a lot of times they are all over the map supporting their kids activities, when they can catch their breath, they enjoy being on the water on their boat, and traveling. Also, in his free time Jeremy can be found hunting down hot tamales and gummy bears in every city he visits.
Role Play at the Olson Agency
Kristin Isaacson is the Team Coach and General Manager at The Olson Agency. She holds 20+ years of experience in sales, working at notable companies like Nordstrom, US Bank, MetLife and Dale Carnegie Training. It was at Dale Carnegie where she found her passion for helping people grow in the area of soft skills development and earned her certification as a Dale Carnegie facilitator. This brings a unique background and flair to what she does in the development and management of her team. Kristin’s passion for continuous improvement creates an innovative and creative approach to giving honest feedback that paves the way for individual improvement. She always speaks from the heart and never gives up and that is evident in everything she touches down to the tiniest details. Kristin holds a Bachelor of Arts & Sciences in Interdisciplinary Studies with a Minor in Communications and an emphasis in Psychology. She loves spending her free time with her kids Brent, age 25 and Sara, age 22. She absolutely adores living in the great Northwest and enjoys hiking, going on long walks and being by the waterfront whenever possible.
Speaker Session
In 2014, Vlad Cherchenko got into the insurance industry without having any phone sales experience. Within 9 months, he had developed a highly adaptable sales script that has helped him consistently write over 150 policies a month as a single producer! This presentation cuts right to the chase and reveals how you can implement this powerful script that has helped countless other insurance agents thrive by consistently writing 100-300 policies a month.
Insurance Sales Lab
Vlad Cherchenko began his insurance career back in 2014 and within 9 months developed a sales process that helped him consistently write over 150 P&C policies a month as one producer. Aside from owning and managing his own insurance agency, Vlad also works as a coach and consultant with some of the biggest captive agents and independent brokers, helping them hire "A-Players" and implement his sales process in their agencies so their team members could write 100+ policies a month.
Agent Discussion Panel
Join us for this agent panel and learn how these 3 x different insurance agents –all with different carriers and in different markets– have been able to drive huge results and grow faster than their capacity would have normally allowed. They'll share details on how they've been able to achieve amazing results by leveraging EverQuote's Lead Connection Service (LCS).
Agency Owner
Caden is currently an agency owner with Farmers Insurance in the greater-Salt Lake City, UT area. After starting his agency scratch in early 2020, Caden has rapidly found success, growing his book at a rapid pace and expanding his team from 2 to 9 x producers. He's currently the #1 agent in his Territory.
Agency Owner
At the young age of 17, Buna Mandell started her career with a local captive insurance agency after being offered a sales producer position, within a year she was offered a sales management position and a little over a year later she started the process of opening her own captive insurance agency. Within 2 months of opening her scratch agency, her agency was #1 in the sales territory and ranked in the top 2% of all agencies within the company. Buna's agency won numerous awards within the company including Inner Circle Elite, Circle of Champions, National Conference and Honor Ring along with more than 10 company award trips. She maintained these rankings and received these awards for multiple years consecutively until she sold her captive agency in 2020. After Buna sold her captive agency, she opened a scratch independent agency with Quantum Assurance and wrote over 3 million dollars in premium within the first year. Buna and her agencies have written over 7 million in premium off the sales and lead processes that she has implemented in her agency.
Speaker Session
In just little over a year since opening her scratch agency in a low premium market, Danielle Waller has grown her book to well over $1 million. Learn how she has been able to achieve such success by using creative approaches (as well as her background as a successful social media influencer), digital marketing & branding, social media, and hosting large scale local events at her agency.
Drive With Danielle
After 8 years as a team member, Danielle Waller opened her agency in October of 2020 as scratch agent and by 2021 was named #1 out of her Territory and #5 out of her State for new business. In just one year in a low premium market (and amidst the global COVID-19 pandemic) Danielle grew her book to over $1 million, all without spending on marketing outside of internet leads.
Prior to opening her agency, Danielle was a successful social media influencer with over 275,000 subscribers on her YouTube Channel where she shared self-produced make-up tutorials. She has parlayed her social media savvy into her insurance business, and is able to use some of the same strategies that drove her success as an influencer to help grow her insurance agency – all organically without spending budget on things like social media promotion or paid media.
Speaker Session
With a background in the US Marine Corps and law enforcement before starting his insurance career, Steve Wilmer is a renowned sales coach, keynote speaker, author, and president of the Risk Advisor Institute (powered by Steve Speaks). During this session, he will discuss the importance of being able to improvise, adapt and overcome the challenges that insurance agents face on a daily basis. Even the most meticulous planning doesn't always account for the curveballs life can throw at us. Join Steve as he brings his trademark Marine Corps motivation to this inspirational session.
Author & CEO
Steve Wilmer grew up in the projects of Pensacola, Florida. Upon his graduation, he enlisted in the United States Marine Corps. After 8 years of honorable service, he returned home and spent the next 10 years as a law enforcement officer. He was later recruited by a State Farm agent and quickly became one of the top producers in the country, writing over
100 life apps consistently each year. Steve is now a renowned sales coach, keynote speaker, author and president of the Risk Advisor Institute powered by Steve Speaks. He travels the country bringing Marine Corps motivation and life insurance sales training to thousands of agents and their staff. From the projects to the president, please help me welcome, your drill instructor Steve Wilmer.
Speaker Session
It's no secret that hiring and developing top notch sales producers can be a challenge for agents, especially in our current industry and economic conditions. But how can you adapt and find and develop successful team members in these challenging times? Craig Wiggins and Joseph Puckett from Craig Wiggins Coaching will share how to hire rockstars, develop them to reach their full potential, create compensation plans, and more to help you get the most from each staff member as you grow and crush your goals.
CWC Coaching
Craig Wiggins started from scratch in 1996 and built a $40,000,000 Allstate agency with mulitple locations in Alabama and Georgia. He is also the CEO of Craig Wiggins Coaching and Consulting. Craig is a Hall of Fame agent and numerous Inner Circle and Circle of Champions winner since he started his agency. Craig’s producers are well known for being “Century Club” agents writing over 100+ policies every month. He, along with his team at CWC, work with over 1,500 agencies all across the country in their virtual training platform CWC On Demand, workshops, live events and their one on one coaching and mentoring programs.
CWC Coaching
Joseph Puckett started his insurance agency in 2009 and after joining forces with Craig Wiggins in 2011 he quickly became president of operations for Craig’s insurance business. Joseph also co-founded Craig Wiggins Coaching with Craig in 2017 and is a huge part of the CWC training and curriculum in addition to the live training that he leads every week for all CWC members. Joseph is passionate about helping agency team members realize their full potential to write much more new business and he also works directly with Agency Owners in the CWC Coaching and Mentoring programs to help them grow and develop their teams, maximize their compensation opportunities, and transform their agency.
Speaker Session
It's 2022 and sales has changed! Customers now have more information at their fingertips than ever before and have the power to make purchases without the help of other humans. In order to truly succeed in today's hyper-competitive marketplace, agents must be able to provide a unique customer experience that their customers simply cannot find anywhere else. This requires agency owners and producers to think outside the box, initiate changes and make themselves more accessible to their customers who are looking to make buying decisions. Join renowned sales coach Jordan Stupar as he walks us through how you can "evolve" and ensure you are providing the type of experience that leads to not just a sale, but a satisfied customer.
Stupar Sales Academy
Jordan Stupar is the CEO & founder of Stupar Enterprises, a highly visible sales training and consulting company based in Milwaukee, WI. After becoming a top 1% income earner over the course of an 18 year sales career, Jordan founded his first business with the intention of providing other businesses with the same approaches and processes that allowed him to experience success in sales. Jordan also used his unique approach to sales and marketing to start, scale and successfully exit his own SaaS company in 2020. Stupar Enterprises and its team proudly serve over 15,000 sales professionals and hundreds of companies in nearly every industry and niche, providing modern and effective sales and marketing methods that have been proven to drive significant and sustainable results.
