The Insurance Agency Trendsetters Podcast

 About the Podcast

Discover how to get more from your agency technology and marketing activities, how to transform your agency into a smoothly running machine, and how to create stronger relationships with your customers so they become promoters of your agency.

New Episodes Bi-Weekly

Join us every other Tuesday!

Want to Be a Guest?

Contact either George or Charlotte (info below)

Meet Your Hosts

Charlotte S Hicks, CPA CIC AAI ARM

Charlotte S Hicks, CPA CIC AAI ARM


Charlotte S. Hicks, CPA CIC AAI ARM is a business growth consultant, specializing in marketing systems that put agencies on the path to double their sales (or more!) As a DigitalMarketer Certified Partner, she also conducts marketing classes for corporations of all sizes.

Charlotte is a previous agency owner and has been a frequent speaker at many industry events across the country. She is currently on the National Faculty for the National Alliance for Insurance Education.

Charlotte was awarded the Young Agent of the Year honor by the Independent Agents of North Carolina in 2001. She served on the IIANC Board of Directors from 2001 to 2011 including serving as President of IIANC from 2009-2010.

Charlotte is a member and Past President of the Wilmington West Rotary Club, a PADI Master Scuba Diver Trainer, and owner of, which sells her underwater photography. She currently serves as a board member of the Carolina Yacht Club and enjoys serving on the race committee for local, regional, and national regattas.


How Seaworthy is Your Marketing?

The stronger your marketing systems, the more reliable your growth and the more likely you’ll be able to handle any storm that comes your way. 

Does your current marketing system have everything in place to give you predictable, scalable, and efficient growth?

Take this quick assessment to see if your marketing system is seaworthy enough to handle your most aggressive growth goals. 

George Robertson

George Robertson


With over 25 years of experience in the insurance and technology industries, George Robertson brings a knowledgeable perspective to educating insurance agents and their customers on current trends in technology.

George serves on the Independent Insurance Agents and Brokers (IIABA) Agency Council for Technology, which keeps track of strategic trends that will drive future consumer expectations and business opportunities. ​ 

His knowledge of cyber insurance, insurtech, social media, search engine optimization, and agency automation brings an interesting perspective to helping evolve the insurance industry.