Tony chats with Jerry Lujan, CEO at Elevation180, they are a performance coaching organization focused on Producers, helping them significantly grow their book of business in less time. They also have a program to help them grow their team.
Jerry Lujan: https://www.linkedin.com/in/jerrylujan/
Elevation 180: https://elevation180.com/
AI Summary:
Tony introduces the Profiles in Risk podcast, which has nearly 700 episodes and a large audience of insurance professionals. He welcomes Jerry Lujan, CEO of Elevation180, and they discuss the weather in Albuquerque and Tony's experience living in hot climates.
Jerry's insurance background and challenges @ 1:34
Jerry shares that he came from a third-generation insurance family, and it took him 17 years to build a $1 million book of business, working 100 hours per week. This led to a wake-up call from his young daughter about the lack of work-life balance.
Developing a systematic approach @ 4:58
After receiving coaching, Jerry was able to quadruple his book of business in half the time by becoming more systematic and focused. He learned to identify his ideal customer profile and ask better questions to understand his clients' needs.
Transitioning to coaching @ 6:09
Jerry's success and recognition as one of the 25 most innovative agents led to many inquiries from others seeking to replicate his approach. This inspired him to document his methods and start coaching other producers, eventually leading him to sell his agency and focus full-time on the coaching business.
Elevation180's coaching program @ 11:06
Jerry explains Elevation180's structured 2-year coaching program, which involves in-person sessions every quarter and monthly check-ins. The program has achieved an average 26% annual growth for participants, with some doubling or tripling their book of business.
The role of human connection in the age of AI @ 45:48
Jerry and Tony discuss the impact of AI and technology on the insurance industry, agreeing that the ability to connect emotionally with clients will be crucial for producers to thrive, even as AI handles more transactional tasks.
Elevate180 and team development @ 50:28
Jerry outlines Elevation180's Elevate180 program, which focuses on leadership development and helping teams and individuals identify the right roles and responsibilities to achieve sustainable performance.
Video Version: https://youtu.be/Q8Ry-W_MMg4