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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

44:39

Power Women In Insurance: Be An Agent for Change: How...

Agency Intelligence: The Insurance Podcast Network ·

2025/02/19

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Aurora Mullett, Managing Partner at Sky Insurance Brokers. Teresa and Aurora talk about how insurance agents can learn about their state's fair plan, how they can help be an advocate for change and assist their communities. Key Topics: The growing role of FAIR Plans in wildfire-prone areas Why many agents struggle to properly write FAIR Plan policies How State Farm’s exit from California reshaped the market The need

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51:09

GPP: Training New and Experienced Producers with...

Agency Intelligence: The Insurance Podcast Network ·

2025/02/12

We all want the best talent. Recruiting can be pain, but even beyond finding good people, developing them can be equally difficult. Brett Young, President & CEO at Erb and Young, is taking a unique approach to training and development: Erb and Young University. From weekly trainings to onboarding to its "Masterclass" series, finding a way to focus on helping your team learn and improve is vital to scalable success. Brett walks us through how they're using technology to scale their training

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54:38

Power Women In Insurance: The Who Not How Principle...

Agency Intelligence: The Insurance Podcast Network ·

2025/02/12

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Joan Curtis, Co-Owner of MVP Insurance.Teresa and Joan discuss the book Who Not How by Dan Sullivan. This is part of a 3 part series. They will be doing the Gap and the Gain next. Key Topics: How the book “Who Not How” reshaped their approach to delegation and leadership The power of finding the right "who" instead of getting stuck in the "how" Why business owners should focus on their "zone of genius” The four

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42:06

Stuff About Money: Episode 83: Is the Piggy Bank...

Agency Intelligence: The Insurance Podcast Network ·

2025/02/11

In this episode of Stuff About Money They Didn’t Teach You in School, certified financial planners Erik Garcia, CFP®, and Xavier Angel, CFP®, are joined by Javier Sanchez, AVP of Financial Literacy for Fidelity Bank. Together, they explore how teaching kids about money has shifted in the digital age. The classic piggy bank may be fading, but the need for financial education is stronger than ever. Javier shares practical insights on starting financial conversations early, navigating the risks of

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23:51

Millionaire Insurance Producer: Throwback: Your Weak...

Agency Intelligence: The Insurance Podcast Network ·

2025/02/10

Have you ever gone through a season of prospecting where you weren't actually prospecting? You were doing -- I don't, know, whatever -- but just not a lot of reaching out to prospects? Yes, I think we all have experienced that from time to time. Today I had a coaching call with a new producer who has been in the business for about 8 months ... and I had to light him up! He's being lazy, reactive, and not doing the work that Producers are supposed to do. We all go through seasons like that. If you're

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32:20

Millionaire Insurance Producer: Winning New Clients...

Agency Intelligence: The Insurance Podcast Network ·

2025/02/06

Insurance agents who struggle at setting new business appointments with prospects, or winning signed Broker of Record Letters, or winning through a quoting process, are typically agents that don't have a Competitive Differentiation that makes the prospect say, "Wow!" In other words, if you don't have anything -- either a tangible service or a unique process -- that separates you from other competitors, your prospect will subconsciously toss you in the bucket of mediocrity and not do business with

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69:13

Power Women In Insurance: How to 10X Your Life with...

Agency Intelligence: The Insurance Podcast Network ·

2025/02/05

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Ciara Gravier, Founder of The Bunker Insurance & Risk Management.Teresa and Ciara discuss the book “10X Is Easier than 2X” about leveling up as professionals. Key Topics: Reflecting on the value of decompressing and connecting with like-minded peers. How “10X Is Easier Than 2X” challenges traditional growth mindsets. Identifying and focusing on the tasks that truly move the needle. Delegating effectively to free up

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30:04

Millionaire Insurance Producer: Throwback: Your...

Agency Intelligence: The Insurance Podcast Network ·

2025/02/03

(First, go check out www.microniche.club to see what this is all about) - Do you feel like you're struggling setting enough new business appointments or not winning enough new clients? If that's the case for you, I would say it's likely due to a lack of focus in a narrowly defined Micro-Niche. Most producers struggle or don't make the kind of income they want or know they're capable of making because they are prospecting on the WRONG types of accounts. In this throwback episode of the Millionaire

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26:00

Rough Notes Front Cover, February 2025: Darren...

Agency Intelligence: The Insurance Podcast Network ·

2025/02/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Darren Vermost, President of Vermost Insurance Agency, the agency featured on the February 2025 front cover of Rough Notes Magazine. Key Topics: Darren reflects on the honor of being featured on Rough Notes. Integrity, relationships, and team loyalty drive the agency’s success. Darren’s leadership style fosters a dedicated, long-tenured team. The value of imitation and

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63:10

Power Women In Insurance: Tackling Burnout And...

Agency Intelligence: The Insurance Podcast Network ·

2025/01/29

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Cheree Sauer. Cheree is a business coach specializing in high-performance women and burnout and creating balance. Key Topics: Cheree Sauer shares about her Success Without Sacrifice Coaching program. The RAMP Method creates seasons of rest for business owners. Recognizing and addressing burnout through self-awareness. Customizing self-care to individual needs for lasting growth. Authentic leadership and empowering

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30:03

Technology? You Have Not Seen Anything Yet!

Agency Intelligence: The Insurance Podcast Network ·

2025/01/28

In this episode of Agency Intelligence podcast, host Jason Cass interviews Tony Lew, Co-Founder of InsurTech NY. They discuss the evolution of InsurTech NY, its collaboration with independent agents, and the tools shaping the future of the insurance industry. Plus, get the details on the upcoming InsureTech NY 2025 Spring Conference and how to save 35% with the code “AI2025CODE”. Key Topics: Tony Lew shares InsurTech NY’s mission to connect the insurance ecosystem. InsurTech’s evolution from

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38:20

Stuff About Money: Episode 82: Will 2025 Bring More...

Agency Intelligence: The Insurance Podcast Network ·

2025/01/28

What should you expect in 2025? Will market volatility and inflation trends continue to dominate the economy? In this dynamic episode of Stuff About Money They Didn’t Teach You in School, host Erik Garcia, CFP®, sits down with Phil Blancato, Chief Market Strategist for Osaic Wealth Management and CEO of Ladenburg Thalmann, to break down the biggest surprises of 2024 and what’s ahead for the markets. They dive into whether the explosive growth of the Magnificent 7 tech giants can continue and discuss

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31:36

Millionaire Insurance Producer: Throwback:...

Agency Intelligence: The Insurance Podcast Network ·

2025/01/27

Are you happy with your current status quo or are you satisfied with mediocrity? No doubt, you're not. If not, are you doing anything significant to level-up your revenues, or write larger accounts, or close more new business? I hope you are! In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will help you to see what leveling-up would look like for you and he'll give you some key takeaways to figure out and then implement in order to finally begin closing

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35:07

Power Women In Insurance: Leveling Up Your Insurance...

Agency Intelligence: The Insurance Podcast Network ·

2025/01/22

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Carrie Ann Roach of Independent Insurance Agents of Texas (IIAT). Carrie and Teresa discuss how to find the resources to level up an insurance career.Key Topics: Carrie Ann shares her journey from receptionist to industry leader. The value of certifications in career advancement. Building confidence and seeking mentorship in insurance. Turning CE requirements into meaningful growth opportunities. Fostering leadership

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26:08

Digital Staff, Digital You

Agency Intelligence: The Insurance Podcast Network ·

2025/01/21

In this episode of Agency Intelligence podcast, host Jason Cass discusses the concept of building a "digital you" and "digital staff" using AI tools like ChatGPT. He shares personal stories and practical strategies for leveraging AI to enhance productivity and creativity. Key Topics: Jason’s vision for AI tools as digital assistants Using AI to automate tasks like blog writing and video creation AI as the brain and RPA as the hands of agency operations Benefits of ChatGPT’s paid version for

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44:51

GPP: Creating Intentional Agency Growth with Tim...

Agency Intelligence: The Insurance Podcast Network ·

2025/01/15

Tim Leman, CEO at Gibson, joins the show today to talk through one of the biggest catalysts of growth at your insurance practice: Intentionality. How do you build your business to grow in the areas you most want to grow, in the locations you most want to hit, and with the beliefs you most want to instill in your team? From the corporate level all the way down to the individual producers, learn how to get everyone on the same page and pushing toward the same goal. Tim covers sales, recruiting, making

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55:17

Power Women In Insurance: Stepping Over Our Fears To...

Agency Intelligence: The Insurance Podcast Network ·

2025/01/15

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Meg McKeen, Founder of Adjunct Advisors. Meg and Teresa talk about being vulnerable and how we need to step over our fears to achieve our goals.Key Topics: Meg discusses the shift toward flexible, virtual work. Teresa and Meg explore meaningful connections in remote settings. Leadership’s role in fostering trust and communication. Embracing vulnerability for growth in work and life. Generational changes reshaping

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37:12

Stuff About Money: Episode 81: Ditch Your...

Agency Intelligence: The Insurance Podcast Network ·

2025/01/14

Why do most New Year's resolutions fail, and why is it often a waste of time to even set them? In this engaging episode of "Stuff About Money," certified financial planners Xavier Angel and Erik Garcia commit to changing their mindset as they usher in 2025. They explore the common pitfalls of resolutions, revealing that a staggering 80% of goals fall by the wayside within the first month. Instead of traditional resolutions, Xavier and Erik emphasize the importance of actionable strategies that focus

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39:02

The State Of Our Industry Is The State Of Our Business

Agency Intelligence: The Insurance Podcast Network ·

2025/01/14

Listen in for an exclusive sneak peek into one of our Agency Intelligence Mastermind meetings, where Jason Cass and the Mastermind Champions discuss the biggest challenges and opportunities facing agencies in 2025. Want to participate in meetings like these twice a month? Join Agency Intelligence Mastermind to connect with other insurance agency owners, share insights, ask questions, and grow together. Key Topics: Tackling technology challenges with shared services. Using AI and RPA to

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34:41

Millionaire Insurance Producer: Throwback: The BOR...

Agency Intelligence: The Insurance Podcast Network ·

2025/01/13

Would you like to win more signed Broker of Letters from your prospects but you're not exactly sure how the process works? Would you appreciate it if someone gave you a step-by-step, repeatable process that would help you win more signatures? Well, then it's a good thing you're listening to today's throwback episode because host Charles Specht is going to breakdown ten (10) steps to winning more signed Broker of Record Letters from your prospects. PS: And, in this episode Charles tells you exactly

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2,091 results

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