The Digital Insurance Agent
The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age.
Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market.
Whether you're a seasoned pro or just starting out, this show is the ultimate guide to help you modernize your insurance agency and thrive in the digital world.
Episodes
94 episodes
Insurance Agent Marketing Trends 2026: AI & Digital Strategy
In this episode of the Digital Insurance Agent podcast, we dive into the marketing trends reshaping how independent P&C agents attract and retain clients in 2025. If you've been feeling overwhelmed by digital transformation, this episode is...
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15:25
2026 Insurance Lead Generation: Build Your Marketing Ecosystem
Don't Let Your Insurance Agency Become Invisible in 2026The rules of insurance lead generation have changed dramatically. Since mid-2024, organic search click-through rates are down 61% and paid search CTRs have dropped 68% due to Googl...
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32:48
How a Life Insurance Agent Built a $1M Agency Using Digital Marketing Automation & Funnels | Brian Greenberg
Brian Greenberg, founder of Quoteplicity and former owner of a seven-figure life insurance agency, reveals the exact digital marketing strategies he used to generate over $1 million in annual premium for 10+ consecutive years—and how he eventua...
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22:20
Mastering the Art of Insurance Copywriting
Copywriting is one of the most powerful marketing tools available to insurance agents. Whether you're selling property and casualty policies, life insurance, or Medicare plans, the right words can transform prospects into clients. But here's th...
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20:28
Insurance Agent Marketing: Social Proof Selling & Case Studies That Close Deals
📈 Struggling to convert prospects? Your existing clients are your secret weapon.In this free training, Carl Willis (CEO of Agent Branding & Marketing) reveals the exact 5-step framework insurance agents use to turn satisfied clients int...
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26:36
Boost Insurance Office Productivity with These 7 Power Moves
Productivity is the lifeblood of any successful insurance agency. When your office runs efficiently, you gain more time for clients, close more policies, and grow revenue—all without burning out your team. But in an industry where you're juggli...
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8:35
Master the Art of Networking: How Insurance Agents Can Build Long-Term Client Relationships
In an industry built on trust, your ability to connect with people is your most valuable asset. While digital marketing tools are essential, the timeless art of networking remains the foundation for long-term success in the insurance business.<...
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10:30
6 Powerful Lead Magnet Ideas Insurance Agents Can Use to Attract High-Quality Leads
Tired of chasing cold leads and relying on outdated marketing tactics? In this episode, we dive into 6 innovative lead magnet strategies that insurance agents can use to consistently attract, engage, and convert ideal prospects. Whether you're ...
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10:21
5 AI Tools Every Insurance Agent Needs in 2025: ChatGPT, Claude & Zapier Automation Workflows
Discover how AI tools can transform your insurance agency with proven automation workflows that save hours every week. In this comprehensive guide, insurance marketing expert Carl Willis reveals the exact AI tech stack used by top-performing ag...
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34:43
How to Conduct Market Research as an Insurance Agent: Strategies to Outperform Your Competition
Want to attract better leads, craft smarter campaigns, and close more policies? It all starts with understanding your market. In this episode, we reveal the top market research strategies every insurance agent needs to know. Learn how to gather...
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11:30
Optimize Your Google Business Profile for More Insurance Leads
Struggling to get local insurance leads? Your Google Business Profile might be the missing piece. In this episode, we break down how insurance agents—both independent and captive—can fully optimize their Google Business Profile to boost visibil...
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15:29
Build an Indestructible Winner’s Mindset – Adi Soozin on Scaling, Burnout & Bulletproof Leadership
In this powerful episode of the Digital Insurance Agent Podcast, Adi Soozin shares the secrets behind building an indestructible winner’s mindset — a critical edge for insurance agents, entrepreneurs, and high performers in today’s fast-paced d...
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47:36
AI Strategy for Insurance Agents: Build Your Second Brain with Marnie Wills
In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with AI strategist and trainer Marnie Wills for a masterclass in integrating AI into your insurance agency operations. From creating your own second brain with A...
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45:21
From Law School to 7-Figure Entrepreneur: Bart Henderson on Freedom, Systems & Scalable Businesses
In this episode of the Digital Insurance Agent Podcast, host Carl Willis interviews Barton Henderson, Esq.—a licensed attorney turned serial entrepreneur. Discover how Bart went fr...
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39:21
Breaking the Invisible Ceiling: Mitchell Weisburgh on Leadership & Mindshifting for Insurance Agents
In this powerful episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mitchell Weisburgh, entrepreneur, educator, and author of Mindshifting, to uncover the invisi...
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41:50
Tax Planning Secrets Every Insurance Agent Needs ft. Mike Jesowshek, CPA | Digital Insurance Agent
In this episode of the Digital Insurance Agent Podcast, host Carl Willis sits down with Mike Jesowshek, CPA, tax strategist and host of the Small Business Tax Savings Podcast, to unpack the most overlooked yet powerful tax planning strategies f...
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34:29
Video Marketing for Insurance Agents: Sell Before the First Conversation
Discover how to leverage video marketing to grow your insurance agency by selling before the first conversation even begins. In this exclusive webinar, Carl Willis, CEO of Agent Branding & Marketing (ABM), shares powerful strategies for usi...
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43:06
Turn Reviews Into Revenue: Insurance Agent Marketing Strategy That Works
Discover how to turn client reviews into a lead-generating machine in this powerful webinar hosted by Carl Willis of Agent Branding & Marketing. Learn proven strategies to gather impactful...
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42:40
From SEO to AEO: How Insurance Agents Win Clients in the AI Search Era
Are you an insurance agent struggling to stay visible in the evolving world of search? Discover how the transition from traditional SEO to Answer Engine Optimization (AEO) is reshaping the digital landscape—and how you can position yourself as ...
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44:26
Emotional Intelligence, Mental Health, and Resilience for Insurance Agents with Michael Allison
In this powerful episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Michael Allison, founder of The Adversity Academy and Marine Corps veteran, to discuss the hidden challenges insurance agents face as they move from top...
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24:13
How AI is Driving Productivity, Profitability & Performance for Insurance Agents in 2025
https://agentbrandingandmarketing.comIn this episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Jonathan Mast of Whitebeard Strategies to explore how AI is...
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55:04
From Agent to Architect: How to Build a Legacy Insurance Agency That Outlives You - Nikki Coner
Are you building an insurance agency that will thrive beyond your own involvement? In this inspiring episode of The Digital Insurance Agent podcast, Carl Willis and Nikki Coner of Packaged t...
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27:18
Proven Strategies to Scale Your Insurance Agency Without Burnout with Nikki Coner
Are you an insurance agency owner feeling stuck at a growth plateau? In this powerful episode of The Digital Insurance Agent podcast, Carl Willis is joined by Nikki Coner from Packaged to Pr...
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33:16