Aug 21, 2018
INSURANCE PODCAST WITH THOMAS BOLEY
Welcome to another episode in the 2018 NAIFA Greater Washington Success Summit series. This podcast was created so that you, our listeners, could get a feel of the summit and gain a little insight even if you couldn’t be there!
In each episode of this series, we talk with speakers and sponsors about how they help advisors and have them share a few nuggets they hope attendees took away from their conversations. We also talked with some of the attendees asking them to share the value they received from attending.
This was a summit filled with practical ideas that you can implement in your business or use to discuss with clients. My guest for this episode is Thomas Boley of Capital Insurance Partners and was a vendor at the summit.
Just in case you aren’t familiar with NAIFA, it’s an association that focuses on insurance professionals and financial advisors, providing education, networking and ongoing support to members.
WHAT YOU’LL LEARN FROM LISTENING
- Best use of subject lines in your emails
- Benefits of a property and casualty agent working with financial advisors
- Networking Opportunities
ABOUT OUR GUEST – THOMAS BOLEY
Thomas Boley is an account executive with Capital Insurance Partners.
Why is a property and casualty agent hanging out at a conference filled with life and investment professionals? It’s an amazing opportunity to meet a ton of strategic partners - other insurance agents that don’t do P&C. It's a built in referral opportunity He just needs to follow up and build the relationships and before long, he’ll have a pipeline that has no end!
It’s a great strategy and I would encourage a lot more P&C only agents to network with Life/Health only agents. There’s gold in those connections. Connect with him:
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ABOUT THE HOST
This episode of the Business of Insurance is hosted by Debbie DeChambeau, CIC, AAI, CPIA. Debbie is an insurance agent with an extensive business and marketing background. Her focus is helping insurance professionals be more successful. She is the co-author of Renewable Referrals and hosts two other podcasts Select Business Team and Divorce Exposed. Connect with Debbie on LinkedIn, Twitter or Instagram.