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PODCAST

Agency Intelligence: The Insurance Podcast Network

Agency Intelligence

The Agency Intelligence Podcast Network is the top insurance podcast network with many unique series that let you hear from both insurance agency owners and insurance industry influencers. Learn from real insurance agents in real insurance agencies, get the latest and greatest that thought leaders in the insurance industry have to offer, and more!

business management

All Episodes

30:07

Stuff About Money: Episode 107: 3 Behaviors That...

Agency Intelligence: The Insurance Podcast Network ·

2026/04/22

In the last episode, we broke down the behaviors that quietly destroy wealth—emotional decisions, lifestyle creep, and overconfidence. But avoiding mistakes is only half the equation. In this episode, ⁠Erik Garcia⁠, CFP®, and ⁠Xavier Angel⁠, CFP®, flip the conversation and focus on what actually protects wealth once you start building it. Because wealth isn’t just created—it has to be preserved with intention.We walk through three foundational disciplines: living below your means to create

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37:15

Insurance Shoptalk: The Future of Insurance: AI, M&A,...

Agency Intelligence: The Insurance Podcast Network ·

2026/04/17

In this episode of Insurance Shoptalk, host Eric Stein sits down with Joe Zuk, an operating partner with Altamont Capital Partners, to discuss the future of insurance through the lens of private equity, underwriting, MGA strategy, and AI. Joe shares insights from his career across reinsurance, underwriting, corporate development, and insurance investing, while offering a behind-the-scenes look at how AI is reshaping underwriting, claims, workflow, and service across the industry. They also discuss

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30:49

Stuff About Money: Episode 106: Before You Build...

Agency Intelligence: The Insurance Podcast Network ·

2026/04/08

Before you can build wealth, you have to stop destroying it. Nobel Prize-winning economist Richard Thaler said it best: “People don’t act rationally.” And when it comes to money, that shows up in ways that quietly cost us more than we realize.In this episode, Erik Garcia, CFP®, and Xavier Angel, CFP®, break down three wealth-destroying behaviors—emotional decisions, lifestyle creep, and overconfidence. These aren’t knowledge problems—they’re behavior problems. And over time, they compound in the

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26:48

Millionaire Insurance Producer: The Secret Sauce to...

Agency Intelligence: The Insurance Podcast Network ·

2026/04/02

The secret sauce to building a huge Book of Business does exist. It really does. The issue is just that you don't know the recipe yet. You don't know how to set more appointments, win more signed Broker of Record Letters, and build a base of loyal clients who choose you and renew with you, year after year. But that can change right now! In this episode, host Charles Specht will pull back the curtain and give you the FOUR INGREDIENTS of the "secret sauce" for building a huge Book of Business.What

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26:09

Rough Notes Front Cover, April 2026: John Dawson,...

Agency Intelligence: The Insurance Podcast Network ·

2026/04/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with John Dawson, CEO at Correll Insurance Group, the agency featured on the April 2026 front cover of Rough Notes Magazine. Key Topics: John's reaction to landing on the front cover of Rough Notes Magazine How Corell grew from $25M to $100M+ in commission over 10 years through acquisitions and organic growth Why Corell lets agencies initiate acquisition

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46:26

Insurance Shoptalk: The AI CSR: How Agencies Are...

Agency Intelligence: The Insurance Podcast Network ·

2026/03/30

In this episode of Insurance Shop Talk, host Eric Stein sits down with Francisco Lopes of Sonant to talk about how AI voice technology is transforming the way insurance agencies handle inbound and outbound calls. From quote requests and policy servicing to claims intake, billing questions, renewals, and cancellation follow-up, Francisco shares how agencies are using AI voice assistants to reduce call overload, improve team efficiency, and create better client experiences. They also discuss where

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44:00

Stuff About Money: Episode 105: Beyond the Salary:...

Agency Intelligence: The Insurance Podcast Network ·

2026/03/26

Landing that first job feels like the finish line, but for most young professionals, it is really just the beginning. In this episode, ⁠Xavier Angel⁠, CFP®, ChFC®, CLTC®, sits down with ⁠Christopher Bland⁠, PharmD, FCCP, FIDSA, BCPS, Albert W. Jowdy Professor in Pharmacy Care at the ⁠University of Georgia College of Pharmacy⁠, to unpack the real-world financial questions that pharmacists and other graduates face early in their careers. From understanding compensation packages to negotiating pay,

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65:57

Momentum And The Next Phase Of IndieTech

Agency Intelligence: The Insurance Podcast Network ·

2026/03/24

Jason welcomes Michael Lebor and Peter Germanov to talk about the future of agency technology and how the IndieTech movement is reshaping the insurance industry. From the rebrand of NowCerts into Momentum AMP to the growing need for a truly connected ecosystem, the conversation explores how vendors, data providers, and agencies are coming together to build the next generation of insurance technology. If you want to understand where agency tech is going and how IndieTech is driving that change,

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26:28

Millionaire Insurance Producer: Your Fizzle Rate Is...

Agency Intelligence: The Insurance Podcast Network ·

2026/03/19

You're losing – literally – tens of thousands of dollars in new business commission each year because your Fizzle Rate is way too high. What's a Fizzle Rate? A Fizzle Rate represents the number of prospects who agree to meet with you and have you quote, but they just don't get you the information you need to put together a submission to go to the marketplace to gather quotes. The prospect simply "fizzles out" and you lose. My estimates for the Fizzle Rate is somewhere between 10% - 40% of all the

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27:25

Millionaire Insurance Producer: Should You Lead with...

Agency Intelligence: The Insurance Podcast Network ·

2026/03/12

Do you find it difficult to set new business appointments? Most agents struggle with this as well. Usually it has a lot to do with what you're saying (or not saying) to your prospects. Is your script focused on "Price" or is it focused on "Service" or even something else? Because it matters. In this episode, host Charles Specht will explain which script variation tends to work better for which types of prospects. Frankly, the answer may surprise you. And, if you can make the necessary adjustments

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49:37

Stuff About Money: Episode 104: Normal Returns,...

Agency Intelligence: The Insurance Podcast Network ·

2026/03/11

Erik Garcia, CFP®, ChFC®, BFA™, welcomes back Phil Blancato for their annual market conversation, now a tradition on Stuff About Money They Didn't Teach You In School. Phil is Chief Market Strategist at Osaic Wealth, a regular on Fox Business, and an experienced portfolio manager who brings equal parts insight and humor, including a lightning round that somehow turns the 2026 market into a lasagna and ends with a debate on why pasta made in Italy is superior. Phil’s core headline for 2026 is a

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32:54

Rough Notes Front Cover, March 2026: Diane Keil-Hipp,...

Agency Intelligence: The Insurance Podcast Network ·

2026/03/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Diane Keil-Hipp, Chief Operations Officer at Knight Insurance Group, the agency featured on the March 2026 front cover of Rough Notes Magazine. Key Topics: Landing on the front cover of Rough Notes Magazine, a goal Knight set five years in advance How a 165-year history shapes Knight Insurance's identity and culture Revitalizing Toledo's Warehouse District

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34:36

Stuff About Money: Episode 103: 3 Myths About...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/25

In this episode of Stuff About Money They Didn’t Teach You in School, ⁠Erik Garcia⁠, CFP®, ChFC®, BFA™ and ⁠Xavier Angel⁠, CFP®, ChFC®, CLTC® begin a two-part series on how wealth is actually built and why it often looks boring in real life. In Part 1, they tackle three common myths that derail people before wealth ever has a chance to compound. From the belief that wealth is built by luck or big breaks, to the assumption that it is reserved for the privileged few, to the misconception that a high

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38:35

The Future Of Communication: AI And Voice Technology...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/24

In this episode, Jason Cass and Joel Poythress discuss the evolution of telecommunications, the impact of AI on customer interactions, and the future of communication technology. They explore how AI is transforming the industry, the importance of sentiment analysis, and the potential for voice prints in authentication. The conversation also touches on security concerns, the decline of voicemail, and the role of AI in enhancing business reputation and efficiency.Key Topics: The Evolution of

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39:05

Insurance Shoptalk: New Revenue Stream for P&C...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/23

Healthcare costs are no longer just a line item — they’re a growing liability for employers. In this episode of Insurance Shoptalk, host Eric Stein sits down with Brandy Thompson, CEO of BenefitBay, to explore how ICHRA (Individual Coverage Health Reimbursement Arrangements) is reshaping the way larger employers approach employee benefits. With renewal volatility, self-funded risk exposure, fiduciary pressure, and increasing administrative burden, many CFOs and HR teams are feeling squeezed from

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44:14

Insurance Shoptalk: Scaling P&C Agencies Without...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/19

Insurance agencies don’t just need more people — they need smarter operations. In this episode of Insurance Shoptalk, Eric Stein sits down with Travis MacMillian of Xceedance to unpack how automation, AI, and strategic back-office support can completely transform the way property & casualty agencies operate. From policy checking and COI management to remarketing, loss runs, endorsements, accounting reconciliation, and even claims coordination — Travis explains how agencies can eliminate repetitive

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31:55

Revolutionizing Insurance: The Power of Homebot Lead...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/17

In this episode of the Agency Intelligence Podcast, Jason Cass and Andy Mathisen discuss the evolution of lead generation in the insurance industry, focusing on innovative strategies and tools like Homebot that bridge the gap between real estate and insurance. They explore the importance of personalization, data analytics, and building relationships with referral partners to enhance agency growth. The conversation also touches on the challenges and opportunities in the current market, emphasizing

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20:05

Millionaire Insurance Producer: Don't Play...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/12

Too many insurance producers are playing Pat-A-Cake with their insurance careers. They're not taking seriously the need to focus, to get prepared, to see what works and pivot as needed, etc. They're just wingin' it, throwing mud against the wall to see what sticks. But you don't want to play Pat-A-Cake with your commission check.In this episode, host Charles Specht explains what both producers and agency leaders need to do to get serious about winning in order to build a $1,000,000 or more Book

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41:09

Stuff About Money: Episode 102: What 100...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/11

In this milestone episode of Stuff About Money They Didn’t Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™, and co-host Xavier Angel, CFP®, ChFC®, CLTC®, reflect on what they’ve learned after reaching 100 episodes of honest, practical money conversations. This episode looks back at why the podcast started, the gaps in financial education that inspired it, and the themes that kept showing up again and again in conversations with clients, guests, and listeners. Erik and Xavier share the

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30:37

Millionaire Insurance Producer: Convincing Your...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/02

In this episode of the Millionaire Insurance Producer Podcast, host Charles Specht discusses the challenges insurance agents face in prospecting and securing exclusive access to markets. He emphasizes the importance of understanding the insurance buyer's perspective, the necessity of Micro-Niching to stand out, and the common issue of agents presenting only one quote in their proposals. Charles advocates for positioning yourself as a "multiple quote option producer" to build trust and ultimately win

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2,091 results

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