Why Clients Are Calling Insurance Agents Again instead of just sending emails and text messages? What is going on at you insurance agency.
In this episode, we break down a surprising shift happening across the insurance industry: clients are picking up the phone again. After years of relying on email, portals, and text messages, more customers are calling their insurance agents directly—and the trend is stronger than ever.
We explore the forces behind this change, including rising insurance complexity, digital communication fatigue, increasing anxiety around renewals, and the renewed desire for human expertise. If your agency’s phone is suddenly ringing nonstop, you're not imagining it. Something real is happening.
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In This Episode, You’ll Learn:
Why digital fatigue is driving people back to voice communication
How rising premiums, new exclusions, and carrier pullouts are increasing client anxiety
The role of trust and emotional reassurance in today’s insurance landscape
Why email and text communication are failing more often
How AI and automation are influencing client expectations
The demographic shift affecting communication preferences
What agencies can do to adapt to this trend—and reduce bottlenecks
Who This Episode Is For:
Insurance agency owners, producers, CSRs, brokers, and anyone looking to understand current client behavior and improve service workflows.
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-- Contact me and learn more at https://planetoftheagents.com/
In this episode, we dive into one of the biggest hidden problems in the insurance industry today: technology overload. Agents are signing up for CRMs, automation platforms, marketing suites, quoting tools, and “all-in-one” systems—only to discover that most of them create more work, more confusion, and more phone calls.
If you’ve ever felt buried under dashboards, logins, notifications, and workflows that don’t actually make you more efficient, this episode is for you.
I break down:
Why insurance agents end up with tech that doesn’t match their agency size
How certain platforms actually increase phone volume—especially when you don’t have support staff
The hidden cost of tools that create extra steps instead of removing them
How “fear of missing out” pushes agents into systems they don’t need
The simple framework for deciding which technology truly improves your workflow
This episode gives you a practical, honest look at what technology is worth keeping—and what’s holding you back from writing more business.
Whether you’re a solo producer or running a small agency, you’ll walk away with clarity on how to simplify your tech stack, reduce friction, and choose tools that fit your business—not someone else’s.
Tune in and learn how to reclaim your time, your sanity, and your efficiency by doing less… but smarter.
In this episode of Insure Your Success, host David Baker dives into the game-changing power of networking for property and casualty insurance agents. Discover why building strong social and business connections is key to growing your client base, generating referrals, and staying ahead in the P&C world. David shares practical tips on leveraging LinkedIn, joining professional groups, creating referral partnerships, and exploring creative networking ideas like online communities and content creation. Packed with real-world stories and actionable strategies, this 8-minute episode will inspire you to turn handshakes into policies and boost your agency’s success. Perfect for agents looking to expand their reach and build lasting relationships!
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Discover how property and casualty (P&C) insurance agents can attract clients beyond their local city or county in this 10-minute episode of Insure Success. Host Dave Baker shares five actionable strategies: leveraging digital marketing, building a social media presence, partnering with regional businesses, offering niche products like cyber insurance, and using email marketing to nurture leads. Learn how to overcome challenges like state licensing and build trust with out-of-town clients. Perfect for P&C agents looking to scale their business in 2025.
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Contractors face serious risks on every job site—from injuries and stolen tools to lawsuits and weather damage. In this episode of Planet of The Agents, we break down the essential types of commercial insurance every contractor should consider, including general liability, workers’ comp, inland marine, builder’s risk, commercial auto, bonds, and umbrella policies. Insurance agents looking to better serve your contractor clients or a contractor trying to understand your coverage needs listen to this this episode for insights.
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2025 is going to be a great year. Sure, 2024 was not the most fun year in property and casualty insurance for most people, but in 2025, you can move forward and take advantage of the many great opportunities that you have. If you a a personal liens agent thinking about getting more into commercial insurance, now is your time. I'll discuss some of the things that people have gone through in auto insurance and homeowners insurance and how you can start moving forward to grow your insurance agency, even in a hard market.
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The property and casualty insurance business continues to evolve and agents are going to need to evolve and grow with the changes. Rolling with the punches is not always easy, but let's take a moment to look back at 2024 and what's going on in personal lines and what I think the future holds for the independent insurance agency channel.
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There are so many ways that AI can help your insurance agency. Is AI going to help your insurance business or hurt it? I will discuss several ways that you can use artificial intelligence to help your insurance agency.
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In this episode, I recap my experience at the Arizona IIABAZ insurance agents convention and the 2024 Palm Desert Agents Alliance convention. Not only did I reconnect with friends, I was energized and inspired by the trade shows. Learn why I love to attend these events and how they can help you with your insurance agency too.
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Do you send your new clients a welcome letter? Are you missing a valuable cross selling opportunity at your insurance agency? In this episode, I Will discuss the value of sending a welcome letter and how it can potentially help you grow your business.
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Are you concurred about retention at your insurance agency? Are you focused on commercial insurance or personal insurance, such as home and auto? Have you noticed any trends when it comes to looking at who stays with you as a client tin the long-term? I will share my thoughts on this to give you something to think about when planning for the future of your P&C insurance agency in this episode of Planet of the Agents.
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What is the future of the auto insurance industry for the independent agency channel? Is the channel of distribution going to change and will insurance agents still be relevant? Will people buy their auto insurance online or directly at the dealership? Are self driving cars or autonomous vehicles going to affect auto insurance sales? Independent agents and other insurance agents might want to take a long look into the future when planning for it. These and other questions are some things that I address in this episode of Planet of the Agents.
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You have so much opportunity as an insurance agent to sell different types of insurance products, including commercial insurance. If you are focused on personal lines and adding more commercial lines insurance, this is the episode for you. I also discuss opportunities for business insurance agents to cross sell their clients.
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Insurance headlines from the property and casualty insurance agency business in 2024. Auto insurance, property insurance, homeowners insurance rates are changing and carriers are pulling out of the market. Do your clients know what's going on in insurance?
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In today's episode of planet of the agents, I discuss the hard market in property and casualty insurance and the opportunity that insurance agents have. There is no time like the present to seize the opportunity.
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In today's episode of planet of the agents, I'm going to discuss some of the wonderful reasons that we are so lucky to be in the insurance industry. With your insurance agent, broker, wholesaler, or play another role in the business, there is so many things to be happy about.
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Do you spend a lot of your time trying answer the same questions over and over? Why not create a system where you and your team can easily have ready for both phone conversations and emails to put your entire staff on the same page and reduce the work of trying to come up with the answer over and over. Insurance agents already work so hard, so why not make life at your instance agency just a little easier?
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Choosing the right software for your insurance agency is not easy. There are a lot of features that you nee, and many that you actually do not need that are included with many software packages. In this episode of Planet of the Agents I will discuss the options available to property and casualty insurance agents in the different software from which they can choose.
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I love P&C insurance agent and insurance agency owner, then you probably have a a lot of tasks to manage convention. In this episode, I will discus my recent experience at the insurance convention and why I appreciate what I can gain from a convention.
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If you are a P&C insurance agent or insurance agency owner, then you probably have a a lot of tasks to manage. Your plate is full and there are another hundred items on your list that you need to complete. In this episode of Planet of the Agents, I discus different wants to manage tasks in your insurance business. You have options with an AMS, CRM, and even other task managers that might make your life easier.
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