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The Scratch Agency Podcast
The Scratch Agency Podcast
139 episodes
3 days ago
The Scratch Agency Podcast is for scratch insurance agents by scratch insurance agents. Shawn Fitzgerald and Stephen Turnbull discuss all aspects of opening a new insurance agency and provide real-life examples of their experiences. Whether it's obtaining new carrier appointments, sales strategies, virtual assistants, or marketing The Scratch Agency Podcast dives into what you need to know to kill it in the scratch agency game.
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Entrepreneurship
Business
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The Scratch Agency Podcast is for scratch insurance agents by scratch insurance agents. Shawn Fitzgerald and Stephen Turnbull discuss all aspects of opening a new insurance agency and provide real-life examples of their experiences. Whether it's obtaining new carrier appointments, sales strategies, virtual assistants, or marketing The Scratch Agency Podcast dives into what you need to know to kill it in the scratch agency game.
Show more...
Entrepreneurship
Business
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From Private Equity to Insurance Leadership wtih Michael Streit
The Scratch Agency Podcast
35 minutes 38 seconds
1 month ago
From Private Equity to Insurance Leadership wtih Michael Streit

In this episode of the Scratch Agency Podcast, we’re joined by Michael Streit, President of EZLynx, for a powerful conversation about efficiency, simplification, and scaling smart. Michael shares lessons from his private equity background, his surprising transition into insurance tech, and what he’s learned serving thousands of scratch agents on the daily.


We dive deep into how agents can get more out of the tools they already have, avoid shiny object syndrome, and prepare for the next wave of AI without drowning in logins or complexity. Whether you’re still quoting manually or overwhelmed by your tech stack, this episode is packed with no-fluff, real-world insight you can act on today.


🕒 Timestamps:

00:00 – Michael’s Journey: From Private Equity to EZLynx President

05:51 – The Most Important Things: Simplifying to Create Value

09:15 – What Scratch Agents Can Learn from EZLynx’s P&L

12:02 – Where Agents Go Wrong with Tech & Underused Systems

16:50 – Turning Management System Data Into Real Sales Opportunities

19:28 – How Top Agents Use Automation, Intake Forms & Clean Data

25:14 – AI in Agencies: What’s Real Now & What’s Coming

31:32 – Final Thoughts on Using Tech to Enhance (Not Replace) Relationships


Enhance your productivity and reclaim time with Virtual Intelligence, our podcast sponsor. Explore their expert Virtual Employees services now at: https://virtualintell.com/


📌 Connect with us on social media:

Instagram: https://www.instagram.com/thescratchagencypodcast


🎧 Listen now on Spotify: https://open.spotify.com/show/7hutxCZ5NUPqF5hRdC79Hl?si=33a6cfadba084957


🔗 For more exclusive content, visit our website: https://scratchagencypodcast.com/


💬 Want to join the community? Head to https://scratchagencypodcast.com

and click “Join the Community” to connect with 85+ other scratch agency owners.


Thank you for tuning into The Scratch Agency Podcast. Remember to like, share, and subscribe for more valuable insights. Own your future and keep pushing forward.


See you next time!

The Scratch Agency Podcast
The Scratch Agency Podcast is for scratch insurance agents by scratch insurance agents. Shawn Fitzgerald and Stephen Turnbull discuss all aspects of opening a new insurance agency and provide real-life examples of their experiences. Whether it's obtaining new carrier appointments, sales strategies, virtual assistants, or marketing The Scratch Agency Podcast dives into what you need to know to kill it in the scratch agency game.