In this episode of Agency Freedom Podcast, James talks with Peter MacDonald, Co-Founder, and CEO of Wunderite.

Episode Highlights:

Peter shares his background story and what led him to the insurance industry. (5:31)


Peter shares that he met Wunderwrite’s Co-Founder, Joe Schnare, on his first day of business school. (11:11)


Peter explains that one of the challenges the industry is facing is not having enough technology to capture underwriting data. (17:51)


Peter mentions that the more interesting aspect for him and his company is being able to understand who their customers are. (21:21)


Peter shares a concept he learned from Roger Sitkins and Larry Linne called the Trusted Advisor Team. (26:58)


Peter explains that most people don't understand their insurance, but if they do, they will buy more. (31:22)


Peter explains data input and output as well as digital signatures and their significance. (35:47)


Peter shares that agents are doing interesting things with connectivity between software platforms. (42:13)


Peter talks about the automatic handwriting tool that was originally invented for the President of the United States. (44:10)



Key Quotes:

"I think you have to be working with great people, you have to have great people doing what they love to do and what they're talented at." - Peter MacDonald

"If you're running a vanilla insurance agency, if you're good at what you're doing, I guarantee you, your customers are going to be growing with you. At least if you're doing your job, they are." - Peter MacDonald

"Agents are doing really interesting things with connectivity between software platforms, I think agents are recognizing that they're being held back by some legacy tools…I love the excitement, and I love the innovation that is ultimately going to benefit your customers and your business." - Peter MacDonald


Resources Mentioned:

Learn more about Wunderite and sign up for your demo and consultation at www.wunderite.com/agencyfreedom

---

Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com

Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom

Email us at [email protected] with ideas, questions, complaints or your favorite grilling recipe.

Ver todos los episodios