Shows
Up 2 SpeedSelling Your Agency: How to Maximize Value and Find the Right Partner with Harrison BrooksIn this episode, we sit down with Harrison Brooks of Reagan Consulting, one of the industry’s leading experts in insurance agency M&A, valuation, and perpetuation planning. Harrison breaks down exactly what agency owners need to know before selling, merging, or taking on a partner in today’s competitive marketplace.
We dive into the latest acquisition trends, what buyers are really looking for, and how agencies are valued using EBITDA, profitability metrics, and revenue quality. Harrison explains the difference between specialty vs. diversified books, why clean data and strong financial reporting directly impact valuation, and how to p...
2025-12-0831 minUp 2 SpeedBuilt to Last: Ending Burnout in InsuranceThis week on Up2Speed, we sit down with Chelsy Bell Carpenter for a powerful conversation about burnout in the insurance industry.
We break down the latest insurance burnout statistics, explore the root causes of burnout for insurance agents and brokers, and discuss how agency leadership, workplace culture, and personal accountability directly impact mental health and performance.
Chelsy shares practical, actionable habits—including nervous-system regulation techniques, stress-management tools, improving workplace communication, and building daily discipline tied to personal purpose—that insurance professionals can start using today to reduce overwhelm and prevent burnout.
A free...
2025-11-2231 minUp 2 SpeedCovered California Explained: What 2026 Changes Mean for YouToday we breakdown Covered California and the Affordable Care Act changes for 2026, explaining how federal subsidy cuts are raising premiums and who is most affected.
They cover California’s $190 million relief plan, eligibility brackets, open enrollment dates, enrollment tools, and practical advice for consumers and agents on checking income, choosing plans, and avoiding surprises at tax time.
2025-11-0629 minUp 2 SpeedJoin the Experts: Earthquake Insurance & The Great ShakeOut🌎 California is Earthquake Country — and the stakes have never been higher.
In our latest episode of Up2Speed, we’re joined by three powerhouse voices shaping the future of catastrophe coverage:
💥 John Forney, CEO of GeoVera Nova
💥 Glenn Pomeroy, CSO of GeoVera Nova
💥 Sue Miller of SageSure
Together, we unpack:
🔹 California’s earthquake risk — and what it really means for homeowners and communities
🔹 The state of today’s insurance market (and why coverage has never been more critical)
🔹 Common misconceptions — like how deductibles actually work
🔹 The crucial role insurance plays in prot...
2025-10-0320 minUp 2 SpeedInside ITC 2025: Agents, AI and the 'Mic Drop' Sessions You Can't MissSamantha hosts Drake Slaikeu-Lawhead and Ryan Hanley to discuss InsurTech Connect (ITC) in Las Vegas — a three-day industry event focused on practical takeaways for agents, brokers, carriers and vendors.
They highlight new agent-focused formats like 15-minute "mic drop" talks, the four-hour Brainshare workshop, a WIISE workshop for women/he allies, and opportunities to learn about AI, technology implementation and networking across the industry.
Special Lytespeed discount code: $400 off code: DSL400ITC
*Discount valid for new registrations only
https://vegas.insuretechconnect.com/networking-opportunities/agents-brokers
2025-09-0915 minUp 2 SpeedBe Found or Be Forgotten: Insurance Agents’ Guide to SEO and AIHosts Samantha and Danielle Henderson unpack practical, no-nonsense digital strategies for insurance agents, covering websites, Google Business Profiles, reviews, backlinks, mobile UX, paid ads, and adapting to AI-driven search.
They stress consistency, local SEO basics (NAP, keywords, location pages), reputation management, and simple actions any agency can start today to be more discoverable and earn exclusive leads.
Digital Wave Media Solutions - Lytespeed Learning
2025-09-0538 minUp 2 SpeedUnderstanding Employer Compliance: A Conversation with Lynn DeMariaJoin us on this episode of "Up2Speed" as we dive into the intricate world of employer compliance with our special guest, Lynn DeMaria, Regional Sales Director and National Municipality Practice Leader at Sterling Administration. Discover the essential compliance requirements that employers need to navigate, involving IRS and DOL regulations, to avoid hefty penalties.
Lynn unpacks the complexities of Section 125 and premium-only plans, explaining the significance of compliance in employee benefits and the intricacies involved in maintaining legal obligations. Learn about the vital role of brokers and administrators in guiding businesses through these challenging waters and ensuring...
2025-06-0930 minUp 2 Speed"Ring of Fire...": Earthquake Coverage Essentials"Join Samantha on 'Up to Speed' as she dives into the crucial topic of earthquake insurance with renowned experts Glenn Pomeroy and Jerry Garcia. In this episode, they explore the dynamic movements of the Earth's plates that lead to tremors felt around the world, particularly in earthquake-prone regions like California. Gain insights into why earthquake insurance is essential, the historical shifts in policy following significant quakes like the Northridge earthquake, and how the private sector is stepping up to fill coverage gaps.
Understand the nitty-gritty of earthquake coverage options, including policy structures, deductible intricacies, and why education...
2025-06-0337 minUp 2 SpeedWhy Every Insurance Agent Should Be on Social MediaJoin Samantha and media consultant Haley in this engaging episode of 'Up to Speed' as they dive into the vital topic of social media presence for insurance agents. Discover why having an online presence is no longer optional and how it can significantly boost your agency's visibility and customer engagement.
Haley, who specializes in helping insurance agents expand their practices online, shares her insights on the best platforms for different content types, the importance of authenticity in content creation, and effective strategies for overcoming fear of being on camera. They also discuss the role of media days...
2025-05-2831 minUp 2 SpeedThe Secret Sauce to Insuring Restaurants—Straight from Rainbow’s Brennen GroneJoin Samantha in a dynamic discussion with Brennen from Rainbow as they delve into the ever-evolving landscape of business and restaurant insurance.
Discover how technological advancements are reshaping the way insurance is bought and sold, and why it's crucial for restaurant owners to understand their policy coverage.
Brennen shares his journey from a family-run insurance agency to becoming an industry expert, shedding light on the often-overlooked gaps in restaurant insurance. From spoilage and power outages to employee practices and liquor liability, gain essential insights into protecting your business effectively.
This episode is a...
2025-05-2845 minUp 2 SpeedUnlocking Business Success with Automation: A Conversation with Dianne SheltonJoin us on this enlightening episode of Up 2 Speed as we delve into the world of business automation and lead generation with the exceptional Ms. Dianne Shelton. Discover her innovative approaches to streamlining backend processes and converting leads into revenue, crucial for anyone struggling with inefficient systems.
Dianne shares her expertise in identifying and filling gaps that hinder business growth, with a particular focus on the insurance industry. She discusses the importance of knowing your clients, employing CRMs effectively, and embracing technology to maintain effective communication and client relationships.
With practical tips on leveraging AI...
2025-05-2428 minUp 2 SpeedRevolutionizing Property Risk: Valkyrie Holmes on Insurance InnovationIn this episode of Up to Speed, join us as we talk with Valkyrie Holmes of Faura, a trailblazer in assessing property risks and transforming insurance practices. Dive into the challenges of the insurance marketplace, particularly regarding property survivability amid increasing natural disasters.
Valkyrie shares her unique journey into the insurance sector, leveraging her background in data science and aerospace to address wildfire risks and other natural calamities. Learn about Faura's groundbreaking approach to integrating incentivized insurance structures that encourage homeowners to mitigate risks, enhancing their property's insurability.
Discover how Faura aids carriers, agents, and...
2025-05-1224 minUp 2 SpeedMastering the Art of Hiring and Employee Management and the importance of EPLI coverage.Join Samantha as she dives deep into the world of hiring, firing, and employee management with expert Michael Colitti A seasoned HR guru. Discover the essential practices business owners need to know to manage their workforce effectively, from understanding the balance between technical skills and behavioral traits to crafting impactful job descriptions. Learn why "hire slow, fire fast" is a mantra to live by and find out how to navigate the tricky waters of employee culture fit and legal compliance. This episode is packed with insights and practical advice for agency owners and business leaders looking to create a p...
2025-04-1257 minUp 2 SpeedLife Insurance 101: Simplifying the Essentials with Insurance Guru Paul KaplanWelcome to another episode of the Up 2 Speed podcast, where we bring valuable insights from industry experts. In this episode, hosts Elliott and Mick Strickler are joined by Paul Kaplan from Back Nine Insurance to discuss everything about life insurance. This conversation provides a comprehensive overview, catering to both seasoned life agents and those new to the field.
Explore the fundamental aspects of life insurance, the importance of policy selection based on client needs, and the various types of coverages available. Paul shares his extensive experience in the industry, offering valuable tips and anecdotes that highlight the...
2025-02-1751 minUp 2 SpeedAI & Insurance: A New Era of Customer Experience with Liberate's Tom FreelandJoin us for an enlightening discussion with Tom from Liberate as we delve into the world of AI through an insider's perspective. Discover how AI is transforming the insurance industry, enhancing customer experiences, and streamlining processes for carriers and agencies. Learn about the real-time benefits of AI in handling crisis situations, such as natural disasters, and how it supports insurance personnel in delivering prompt and effective services.
Explore the potential of AI to reshape underwriting processes and risk modeling, offering customers more precise and efficient service. In this rapidly evolving landscape, we address common concerns about AI's...
2025-02-0339 minUp 2 SpeedLA Fire Insurance Crisis: Filing a claim with the CA FAIR PLAN what do you need to know?This episode of Up 2 Speed, hosted by Samantha, focuses on the current challenges posed by the LA fires and the related insurance crisis. Samantha offers insights from the Fair Plan Claims Reporting Webinar, providing updates on claim filing processes, fair rental value, and key resources for policyholders.
Listeners are guided on filing claims, including ensuring accurate contact information and understanding the distinction between mandatory and suggested evacuations. The episode emphasizes caution in signing documents and offers the latest news on support workshops provided by the Department of Insurance in the affected areas.
Agents are encouraged...
2025-01-1607 minUp 2 SpeedNavigating Insurance Claims During California's Wildfires January 10, 2025This episode of 'Up 2 Speed' delves into the critical situation unfolding in Southern California, with six active fires wreaking havoc in LA and Ventura County. In the wake of this devastation, we bring insightful advice from insurance professionals Samantha, Jessica and Stacy, who share their expertise on how to navigate the complex landscape of insurance claims during such mass claim events.
Listeners will gain an understanding of what to expect when filing a claim, including details about policy declaration pages and the coverage of dwelling, personal property, and loss of use. The hosts also explain the intricacies...
2025-01-1135 minUp 2 SpeedNavigating New Insurance Education Requirements: Simplifying Senate Bill 263Welcome to this episode of "Up 2 Speed," where host Samantha chats with Nancy Strickler, an education expert from Lytespeed and her mom, about the latest changes in insurance education due to Senate Bill 263. Nancy breaks down the new training requirements for life and annuity agents, offering clarity amidst the confusion.
First, they discuss the new four-hour life policy training mandatory for agents licensed in 2024 and beyond. This training counts towards the continuing education requirement but must be completed after obtaining a license number.
Next, the conversation shifts to annuity requirements, which include a fresh four-hour...
2024-11-0811 minUp 2 SpeedNavigating the Pulse of the Insurance Industry: Insights from Recent Conventions Agents Alliance + ITC VegasJoin Samantha Tradelius on a unique solo episode of "Up to Speed" as she shares her recent experiences from traveling across the country and attending major insurance conventions. Discover the latest industry trends and the importance of networking, as she provides insights from the American Agents Alliance convention and the InsureTech Connect in Las Vegas.
Learn about the positive energy and innovative products introduced at these events, aimed at helping independent agents improve their services. Samantha delves into the impact of technology, including AI, on the insurance landscape, and how it is transforming processes for both agents...
2024-10-3010 minUp 2 SpeedUnlocking the Power of Premium Finance: Expert Insights with Erin FoxworthyWelcome back to another enlightening episode of "Up to Speed," the podcast that keeps you informed on all things insurance. Join Samantha from Lytespeed as she sits down with her dear friend and industry expert, Erin Foxworthy, Vice President at IPFS, a leading premium finance company.
In this episode, Erin demystifies the concept of premium finance, explaining how it helps insureds afford their coverages and optimize cash flow. Discover the practical benefits for both agencies and insureds, including the ease of setting up monthly payment plans and the administrative relief for agencies.
Erin shares valuable...
2024-09-1628 minUp 2 SpeedCannabis Coverage: A Journey into a Budding IndustryIn this enlightening episode of Up2Speed, host Samantha reconnects with her old friend, Valerie Taylor, who has transitioned from property insurance to becoming a cannabis insurance expert. Valerie shares her unique journey, starting from her unexpected introduction to cannabis insurance to becoming a key figure in the industry.
Valerie dives into the complexities of insuring cannabis businesses, explaining the various verticals such as cultivation, manufacturing, distribution, and retail. She also discusses the challenges posed by federal illegality and the intricacies of navigating state-specific regulations.
Listeners will learn about the different types of insurance required...
2024-06-1724 minUp 2 SpeedMeet Casey, the Branding Expert Empowering Women in InsuranceIn this riveting episode of "Up to Speed", we interview Casey, a reputable marketing and branding expert based in Wyoming, who is making a tangible difference in the insurance industry. Casey's unique and innovative business practices have helped insurance agents across America to improve their brand visibility and increase their online presence. Tune in to discover the secret sauce to successful branding and take your entrepreneurial capacity to the next level.
Casey highlights the importance of agent's online presence and its reflection of the 'human' behind the business—an underemphasized yet crucial aspect of customer attraction and bu...
2024-05-2020 minUp 2 SpeedThe Shifting Landscape of the Cyber Claim with John LoyalIn this engaging episode, we bring to light the realities and intricacies of cyber threats and the ins and outs of cyber insurance policies through an insider's perspective from renowned industry veteran, John Loyal. As a partner with Cipriani and Werner, Loyal provides valuable insights drawn from his extensive experience in managing countless cyber cases.
Discover how Loyal interprets the shifting landscape of ransomware attacks and shares crucial advice on essential readiness. The episode delves deep into topics like the reality of ransomware, the importance of understanding system vulnerabilities, and the need for a comprehensive cyber insurance...
2024-05-1530 minUp 2 SpeedDiscovering New Revenue Streams: The Hidden Value of Burial InsuranceIn this riveting episode of 'Up2Speed', we shine the spotlight on the often-overlooked aspect of the insurance industry - Burial /Funeral Insurance. Our expert guest, Nick from Dignity Memorial, deep dives into the basics of burial insurance, outlining the importance of pre-arrangements for funeral services.
The discussion uncovers how such insurance not only saves families from difficult conversations and financial stress but also allows individuals to decide how they would like to be memorialized. It elaborates on the varying costs of funeral services and how prearrangement simplifies cost planning.
We further explore the steps...
2024-05-0818 minUp 2 SpeedUnraveling the Complexities of the Insurance Industry with Mike D'ArelliIn this eye-opening episode of "Up2Speed", we engage with Mike D'Arelli, the Executive Director of the American Agents Alliance. With his profound knowledge of independent property and casualty insurance agents, Mike provides a comprehensive overview of the insurance industry and sheds light on challenges within the agents' alliance. Explore the issues bogging down the auto and home insurance markets in California and understand the influence of inflation, supply chain disruptions, and inadequate rates on companies.
Mike discusses the imperative for increased efficiency, quick rate approvals, and more responsive regulations from the Department of Insurance. He also...
2024-04-2938 min
The Growth Mindset GalEp. 150 How To Become a Changer Maker+Community Builder w| Samantha TradeliusHappy Mindful Monday Everyone!
In this week's epsiode, our host Allie Brooke interviews the passionate Samantha Tradelius. She is a Mother, Wife, Philanthropist, and Entrepreneur. Brutally honest. Fast moving and supporter of all things SHE. Samantha, a natural go-getter since early on, has always harbored the belief that she was destined for significant accomplishments. With a brokerage license in hand and an innate talent for fostering connections, she embarked on her entrepreneurial journey alongside her husband, establishing a Commercial Coverage Insurance Agency (CCIA). From humble beginnings, the duo rapidly transformed CCIA into a highly successful business, boasting a...
2024-04-2258 minUp 2 SpeedAccelerating and simplifying the quoting process with Loss Run ProIn this episode of the Up 2 Speed podcast, we delve into improving efficiency in the insurance industry, focusing particularly on insurance agents. Our special guest, Brenden Corr from Loss Run Pro, unveils how his product is revolutionizing the sector by accelerating and simplifying the quoting process. Despite current market challenges, Brenden believes that his platform offers agents the ability to grow and become more efficient in their practice.
Loss Run Pro caters to agents who want to pitch their services to potential clients by making their introduction smoother and more efficient. Efficiency is achieved by reducing friction...
2024-04-0115 minUp 2 SpeedA Comprehensive Guide for Agents All Things MedicareIn the latest episode of Up 2 Speed, we welcome expert Mary Kananen from Lytespeed Learning to shed light on the multifaceted Medicare system. Aimed specifically at individuals aged 65 and over, or those with certain medical conditions, this episode delves into the four integral components of Medicare: Parts A to D. Learn about the specific coverage each part offers, from hospital stays to doctor's visits and prescription medications.
In providing an in-depth look at Medicare, Mary also unpacks the gaps in coverage that consumers should be aware of. From long-term care to dental and vision exams, cosmetic surgery...
2024-03-2621 min
Podcasting Mentor: Better Brave125: Multi-Passionate Entrepreneurship: Insights with Samantha TradeliusIn this inspiring episode, I’m excited to introduce Samantha Tradelius, a natural go-getter and multi-passionate entrepreneur. Samantha is the owner of Commercial Coverage Insurance Agency and serves as the Vice President of Operations at LyteSpeed Learning, where she passionately focuses on insurance education for agents and brokers throughout California.But that’s not all! Samantha is also the founder of The Sparkle Foundation, a non-profit dedicated to providing essential support for single mothers and children in the Bay Area, Los Angeles, and Sacramento. Since its inception in 2016, The Sparkle Foundation has...
2024-03-2615 minUp 2 SpeedITC Agents LAS VEGAS What do we need to know... with Drake Slaikeu-LawheadWelcome to this exciting episode of 'Up to Speed', featuring the vibrant mind of Drake Slaikeu-Lawhead, Head of Growth at ITC Agents Vegas. In today's digital age, this episode delves deep into the value of in-person trade shows and conferences and their immense relevance even in the era of unparalleled technological advancement.
Drake uses his years of experience to shed light on the insatiable desire for in-person events despite the past few years of COVID restrictions and the irreplaceable role of face-to-face networking. We explore how, despite the rise of webinars and podcasts, the essence of in-person i...
2024-03-1922 minUp 2 SpeedSuccess in a Hard Insurance Market with Amy O'ConnorJoin host Samantha on "Up to Speed," as she engages in a riveting conversation with award-winning insurance journalist, Amy O'Connor, on the current challenges and changes permeating the insurance market. Amy, with her 20+ years of industry experience, offers invaluable insights for insurance agents seeking clarity and direction in the volatile market.
In this episode, they delve into how to navigate the overwhelming flux of information, find credible sources, and harness technology to shape their place in the sector. Amid the current 'hard market' phase and its percolating frustrations, Amy emphasizes on validating news at the source and...
2024-03-1528 minUp 2 SpeedLicensing ...all you need to know with Nancy StricklerIn this insightful episode of "Up to Speed", host Samantha engages in an enlightening conversation with insurance licensing expert and her mother, Nancy Strickler. With over 25 years of experience, Nancy shares her valuable insights into different types of insurance licenses and their acquisition process. The duo navigates through this complex terrain by drawing upon real-life scenarios, tips for passing the test, post-test procedures, and understanding the importance of honesty and full disclosure.
While touching upon multiple processes including application, fingerprinting, and the actual obtaining of the licenses, the conversation becomes interesting with the anecdote of a felon...
2024-02-2640 minUp 2 SpeedThe digital footprint ... aka Marketing 101 with High Volt DigitalEmbark on a compelling exchange about digital marketing strategies in this recent episode of Up to Speed with Micah from High Volt Digital. Discover why a robust online presence is indispensable in today's digital era. Learn about the influential role that SEO plays in enhancing business visibility and why a well-optimized website with quick load times, appealing visuals, and engaging content helps in attracting potential customers.
This discussion explores effective client communication techniques, the significance of maintaining a consistent presence across all digital platforms, smart ways to manage online reviews and enhance your agency's reputation. The episode e...
2024-02-1530 minUp 2 SpeedDemystifying the Non-Admitted Insurance Market with Jon UyeyamaIn this insightful episode of 'Up to Speed', join the conversation as Samantha and industry expert Jon Uyeyama, a renowned wholesale underwriter from Novatae, delve into the intricacies of the insurance industry. This comprehensive discussion gives unparalleled insights into the non-admitted market - a place perceived daunting yet is ripe with opportunities for those armed with knowledge and guidance.
Despite a seemingly gloomy outlook, Uyeyama elucidates how the non-admitted market consistently delivers robust performance. The greatest challenge, he reveals, is for retailers to comprehend the dichotomy between the admitted and non-admitted markets and the evolving dynamics of...
2024-01-3128 min
Up 2 SpeedThe Podcast to Fuel your Insurance Industry KnowledgeWelcome to Up to Speed - Your ultimate podcast destination designed to rev up your insurance industry knowledge! This exciting journey is brought to you by Lytespeed Learning, guided by your seasoned host, Samantha Tradelius.
In the face of constant change, staying informed and ahead of the curve is essential. That’s why Up to Speed has assembled a line-up of industry professionals and latest real-time insights. We're geared up to accelerate your learning experience and fully equip you with the tools to turbocharge your business.
Staying in the know about the latest products and ser...
2024-01-3101 min
RE Social PodcastEp. 57 Navigating the Insurance and Real Estate Industry with Samantha TradeliusWelcome to the RE Social Podcast, your source for real estate investing tips! In this episode, Vince goes solo with Samantha Tradelius, Vice President of Operations at LyteSpeed Learning, to learn about her experiences and insights on the current challenges in the insurance marketplace.
She explained that many insurance companies are moving out of California due to financial losses and capacity constraints. Additionally, we delve into the factors to consider when buying investment properties and the importance of having multiple avenues of revenue.
She also discusses her journey as...
2023-12-0458 min