Spot On Insurance

Ep. 146: Roe and Don Polczynski: Five CFO Value Drivers For Your Agency
Ep. 146: Roe and Don Polczynski: Five CFO Value Drivers For Your Agency

Apple Podcasts Rate and Review for SpotOn Roe and Don Polczynski are the owners of the RD Advisory Group, a company that provides organizational guidance in employee engagement, leadership development, strategic planning, team dynamics, and generatio...

Posted: Jan 07, 2020

Ep. 145: Rick Fox: Vertafore: Helping Independent Agents Drive Success Through Technology Adoption
Ep. 145: Rick Fox: Vertafore: Helping Independent Agents Drive Success Through Technology Adoption

Apple Podcasts Rate and Review for SpotOn Rick Fox is the Vice President of Agency Associations and Networks at Vertafore, a company that offers software solutions to insurance companies large and small. The programs they developed are used every day...

Posted: Dec 31, 2019

Ep. 144: Drew Yancey: Innovative Growth Paths For Your Agency
Ep. 144: Drew Yancey: Innovative Growth Paths For Your Agency

Apple Podcasts Rate and Review for SpotOn Drew Yancey is an Advisor for InCite Performance Group, a company that provides concierge consulting services tailored towards independent insurance agencies in the US, Canada, and across Latin America. He is...

Posted: Dec 24, 2019

Compliance DOs and DON'Ts: Elaine Nance: Protecting Your Information Systems From Internal Threats
Compliance DOs and DON'Ts: Elaine Nance: Protecting Your Information Systems From Internal Threats

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Elaine Nance from the Marketing Team at Insurance Licensing Services of America (ILSA) shares her dos and don’ts for protecting your information...

Posted: Dec 19, 2019

Ep. 143: Thalia Toha: Business Secrets for Top Performers
Ep. 143: Thalia Toha: Business Secrets for Top Performers

Apple Podcasts Rate and Review for SpotOn Thalia Toha is an expert in providing brand and business strategizing services to busy entrepreneurs. She has over 20 years of experience working with 7-figure national brands and various S&P companies, helpi...

Posted: Dec 17, 2019

Compliance DOs and DON'Ts: Tameika Johnson: Disregarded Entities
Compliance DOs and DON'Ts: Tameika Johnson: Disregarded Entities

Apple Podcasts Rate and Review for SpotOn Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Insurance Licensing Services of America (ILSA)’s Supervisor for Annual Returns & Corporate Tax Filings...

Posted: Dec 12, 2019

Ep. 142: Jeffrey Brown: VPay: Fintech+Insurtech=Total Payment Solution
Ep. 142: Jeffrey Brown: VPay: Fintech+Insurtech=Total Payment Solution

Apple Podcasts Rate and Review for SpotOn Jeffrey Brown is the President of VPay, a payment solutions company that helps users have a speedy and seamless experience when it comes to claims through secure electronic payments. Jeffrey specializes in bu...

Posted: Dec 10, 2019

Compliance DOs and DON'Ts: Angie Dyer: Surplus Lines Zero Reporting
Compliance DOs and DON'Ts: Angie Dyer: Surplus Lines Zero Reporting

Apple Podcasts Rate and Review for SpotOn Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Angie Dyer, Tax Compliance Team Leader with Insurance Licensing Services of America, Inc. (ILSA) share...

Posted: Dec 05, 2019

Ep. 141: Charles Alexander: Bring Your Brand To Life With Videos
Ep. 141: Charles Alexander: Bring Your Brand To Life With Videos

Apple Podcasts Rate and Review for SpotOn Charles Alexander is the owner of Your Charles Alexander, a video marketing company that provides explainer videos for those who are working in insurance, finance, and people in an advisory role. He is credit...

Posted: Dec 03, 2019

Ep. 140: Mark Evans: Maximize Your Sales Team
Ep. 140: Mark Evans: Maximize Your Sales Team

Apple Podcasts Rate and Review for SpotOn Mark Evans is the Founder of Standard Sales Co., a sales training platform that focuses on scaling businesses and unlocking the potential of sales teams. He is the author of The Definitive Guide to Building S...

Posted: Nov 26, 2019