Peter MacDonald

Before founding Wunderite in 2018, Peter worked at a family insurance agency selling most types of insurance. In this role, Peter earned industry licenses and credentials (CPCU, CRM, CIC, LIA), represented independent agents to lawmakers in Washington DC with the IIABA, and built and implemented technology for the agency.

Faster, Easier, Better: Moving the Industry Forward for Insurance Agents

The Titanic: the biggest insurance claim of the century. Joseph and the Technicolor Dreamcoat: the greatest historical insurance negotiation. Join guest Peter MacDonald from Wunderite and host Jim Schubert on this episode of Agents Growth Academy to be proud to be a part of the lubrication that’s brought function to society. Become a company that makes top-of-stack submissions quickly and easily–every time. 
As agents, the data that we have on our clients is invaluable to our sales process.

3 Key Takeaways

  • Only outsource the things that don’t add value to your client’s experience. These things that typically feel grueling for you as well and can be handled by Wunderite (!).
  • ​It’s all about the positive touch points with your clients; start taking advantage of the invaluable data points you collect about them and make the conversation relevant.
  • Remember that insurance at its core is about the natural human desire to protect one another. Apply that to your agency’s approach toward the community. 

Listen To The Full Episode Below

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Episode Show Notes

[0:20] Jim introduces guest Peter MacDonald and they discuss their similar connection to Boston College

[10:00] Peter shares the pivotal moment that showed him the need to move the insurance forward for agents

[13:00] Wunderite is the easiest and fastest way for insurance agents to collaboratively fill out paperwork and make a top-of-stack submission every time.

[17:00] From a renewal perspective, saving one account will make a huge difference for your organization

[25:20] Peter talks about some of the unique sales tools and data sources that Wunderite offers

[30:40] Jim talks about how their expectations for Wunderite changed from a tool to a program that will revolutionize the insurance industry

[34:31] It’s hard to find your path in the insurance business! You have to be on the ball if you want to win

[37:10] Where did the name Wunderite come from?

[45:00] Peter answers the questions from AGA’s rapid-fire question round

Resources

Agents Growth Academy Partners

Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, carriers, brokers, MGAs, and premium finance companies to collect credit card and ACH payments.
Your Marble Box service team are trained insurance professionals. That means they do more than schedule meetings, manage inboxes, and send auto-responders to incoming emails. They can literally do ANY process you need between customer interactions, so you can serve your customers better.

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