On this episode of Agency Nation Radio, Joseph Cox, director of marketing at Trusted Choice®, hosts a conversation with James O'Hearn, president of O'Hearn Insurance in Lowell, Massachusetts, and Philip Schmitz, chief client protection officer at Schmitz Insurance in Sturgeon Bay, Wisconsin, about the role of social media in a modern insurance agency.

The guests share how they've boosted client engagement through social platforms and the lessons they've learned along the way. Tune in for practical tips to elevate your independent insurance agency's social media game.

"The biggest lesson is just to do it and be consistent with it," O'Hearn says. “Put a procedure in place to make sure that you're doing these things."

O'Hearn and Schmitz also share their insights on building a strong online presence to attract clients, the benefits of tools like Social Jazz for consistent posting, and why it's critical to stay active on social media platforms. They also discuss how leveraging artificial intelligence (AI) and chatbots might shape the future of client engagement.

Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success, and failure—stories that helped make them the professionals they are today. From Main Street USA to the pages of Independent Agent magazine—we've got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit iamagazine.com/podcasts.