Next Steps:
Summary:
Michael and Albert discussed their interactions with Josh from Mississippi and the CEO of the PIA, Skatos. They expressed uncertainty about Josh's potential as a producer and doer, but agreed that he was a good kid. Michael promised to reach out to Skatos again, as he had not received a response. Albert emphasized the need for the PIA to grow quickly and not waste time reinventing the wheel, suggesting that they should consult experts like Michael to achieve this. They also discussed the competitive landscape between the two big associations, with Albert noting that the PIA tends to favor larger agents. Michael shared his experience of spending a full consulting day with Rico, who takes a lot of shots and has a positive energy.
Michael shares that Keith and Rich from Trucordia won an organic growth award, which is notable as many PE-backed firms experience negative organic growth. Frank mentions that Keith acts as an MGA for cyber insurance within Trucordia, which may have contributed to their success. The conversation then shifts to discussing Rich's involvement in PIA (Professional Insurance Agents) as the immediate past president, with Albert and Frank providing details about the current leadership. Albert mentions Ariel, the current president, who has a podcast called "Fun Insurance Solutions" and is involved in various activities beyond insurance.
Michael introduces a new member, Don, to the group. The group discusses technical issues with email deliverability and Zoom access. Michael shares updates on his speaking engagement and his new assistant from Venezuela. Don introduces himself as the owner of Goldsboro Insurance Services in Maryland, a small agency with about $800,000 in revenue. Michael then outlines upcoming topics for discussion, including increasing conversion rates and maximizing policies per customer, and reminds everyone about the upcoming in-person meeting in Tempe.