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The Scratch Agency Podcast
The Scratch Agency Podcast
139 episodes
1 day 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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The AI Customer Service Rep, with Nikhil Kansal
The Scratch Agency Podcast
36 minutes 17 seconds
4 months ago
The AI Customer Service Rep, with Nikhil Kansal

In this episode of the Scratch Agency Podcast, we sit down with Nikhil Kansal, the co-founder of Cara, to explore how AI is transforming the insurance industry. 🚀

🧠 From his deep experience in the insurance space to the creation of Cara, Nikhil breaks down how this innovative tool is helping agencies simplify complex tasks like policy comparisons, certificates of insurance (COIs), and more.

🔧 Learn how Cara seamlessly integrates with management systems like Hawksoft and Applied Epic, and how agencies can get started with it in just a few steps.

📌 Timestamps:

(00:00) – Introduction

(02:10) – Nikhil’s background in the insurance industry

(07:54) – Cara’s learning capabilities vs. other AI tools

(08:23) – Integration with systems like Hawksoft, Applied Epic

(14:57) – Helping with policy comparison and COIs

(21:58) – Setting up Cara for your agency

(27:38) – How to evaluate AI tools for your business

(29:05) – Cara’s broader use cases beyond COIs

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

Join our exclusive Telegram community for The Scratch Agency Podcast to connect with like-minded agents: The Scratch Agency Podcast

📌 Connect with us on social media:

 Instagram: The Scratch Agency Podcast

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

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.