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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

60:01

Power Women In Insurance: Commercial Insurance...

Agency Intelligence: The Insurance Podcast Network ·

2025/01/08

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Lorin Montgomery, Vice President of Brown & Brown Insurance. Lorin and Teresa talk about how to build relationships, educate and build a business in this crazy marketKey Topics: Lorin’s transition from Liberty Mutual to Brown & Brown Insurance. Challenges of rising costs and stricter policies in today’s hard market. Importance of client education to address market changes and build trust. Proactive strategies like

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28:50

Millionaire Insurance Producer: Throwback: How to...

Agency Intelligence: The Insurance Podcast Network ·

2025/01/06

If you can do this one thing, you'll not only win more signed Broker of Record Letters but you'll save yourself a ton of time, headaches, stress, and you'll make a lot more money too. What is it? Here it is: "Show me the money, Jerry!" See, you need to become an insurance agent who is more like Jerry Maguire the sports agent, rather than "Joe Quotes" who offers quotes to non-clients. What I mean is professional sports agents don't offer quotes and quote against other sports agents, and neither

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28:18

Rough Notes Front Cover, February 2023 & 2023 Agency...

Agency Intelligence: The Insurance Podcast Network ·

2025/01/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Clay Snellings, Principal at Snellings Walters Insurance Agency, the February 2023 front cover agency and the 2023 Rough Notes Magazine Agency of the Year.Key Topics: Clay reflects on the honor of being featured on Rough Notes and winning the 2023 Agency of the Year. The transformation of Snellings Walters from family-run to employee-owned. Decisions to expand ownership

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30:37

Stuff About Money: Episode 80: Common Money Mistakes...

Agency Intelligence: The Insurance Podcast Network ·

2024/12/31

In this episode of Stuff About Money They Didn't Teach You in School, host Erik Garcia, CFP®, teams up with Brenton Harrison, the host of the New Money, New Problems podcast, to discuss the most common financial mistakes clients make. Recorded live at Osaic's annual Connected conference in Orlando, they explore the emotional factors that influence poor investment decisions, the critical differences between risk tolerance and risk capacity, and the myths surrounding passive income. Erik and Brenton

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49:30

Stuff About Money: Episode 79: Navigating Student...

Agency Intelligence: The Insurance Podcast Network ·

2024/12/17

In this episode, Erik Garcia, CFP®, and host of the Stuff About Money podcast, continues his conversation with John Hupalo from My College Corner, exploring the complex world of student loans. Building on their previous discussion about the FAFSA form, they cover the various types of loans available to students, including federal, private, and state-based options. John shares valuable insights on responsible borrowing, the differences between subsidized and unsubsidized loans, and how parents can

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28:49

Millionaire Insurance Producer: The Two Careers of an...

Agency Intelligence: The Insurance Podcast Network ·

2024/12/16

No doubt you were hired to sell insurance. But did your agency leadership make you FIRST prove that you can prospect to set appointments? I would suspect probably not. And, that's why so many insurance producers fail and don't make it -- or at least why they don't make enough money. They are good at relationship building and closing business, but they just can't set enough appointments.In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will talk about what you need

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44:21

GPP: You Control Your Own Destiny in Insurance Sales...

Agency Intelligence: The Insurance Podcast Network ·

2024/12/11

When you're building a book of business, you control your own destiny. If you hit a plateau, it's easy to blame the product or to blame the market, but often times, the problem is you. Today, Angus Nelson, Founder and Executive Coach at Evolve Leadership, joins the show to talk about creating lifetime value and taking control of your outcomes. He discusses innovation, mindset, seeking intentional coaching and more.Enjoy the episode! Episode Links: Ellerbrock-Norris:

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25:47

Millionaire Insurance Producer: Throwback: Clearly...

Agency Intelligence: The Insurance Podcast Network ·

2024/12/09

If you have not yet CLEARLY DEFINED what your ideal client both is and is not then you're probably making only $0.50 on the $1 of what you could be earning. That's right. Not clearly defining your ideal client is costing you money -- a lot of money! You not only need to know what you will say "Yes!" to but also what you will say "No!" to in order to enjoy million-dollar success. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains how to define your

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49:34

Joel Poythress: NOVA AI and VoIP Redefine Agency...

Agency Intelligence: The Insurance Podcast Network ·

2024/12/03

In this episode of Agency Intelligence podcast, host Jason Cass interviews Joel Poythress, Chief Revenue Officer at Lightspeed Voice. Joel discusses innovations in communication technology, AI integration, and the future of productivity in the insurance industry.Key Topics: Joel’s 30-year telecom experience and role in Lightspeed Voice’s growth. Lightspeed Voice’s focus on in-house development and white-glove customer service. Nova AI’s capabilities: call summaries, sentiment analysis, and

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44:56

Stuff About Money: Episode 78: Navigating FAFSA with...

Agency Intelligence: The Insurance Podcast Network ·

2024/12/03

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, CHFC®, BFA®, welcomes back his good friend John Hupalo from mycollegecorner to discuss college financing. This is part one of their conversation, where they tackle FAFSA season and share insights, tips, and a few laughs about the sometimes overwhelming process of financial aid applications. They also explore common misconceptions about financial aid and how to best prepare for the application process. Erik humorously

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34:54

Millionaire Insurance Producer: Throwback: How to...

Agency Intelligence: The Insurance Podcast Network ·

2024/12/02

How would you like to have a $2,500,000 Book of Business (commission)? Sure, we all would. Well, that's what my client--Guffy Wright--from The Mahoney Group was able to accomplish in less than five years after working with me for 1-on-1 coaching! If you're a P&C or EB producer struggling with Micro-Niche selection, differentiation, leveling-up, mindset issues, limiting beliefs, or not getting enough signed Broker of Record Letters from your prospects, then stay tuned. In this throwback episode of

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38:59

Rough Notes Front Cover, December 2024: Jeff Wingate,...

Agency Intelligence: The Insurance Podcast Network ·

2024/12/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jeff Wingate, Executive Vice President & Head of Insurance at Rate Insurance, the agency featured on the December 2024 front cover of Rough Notes Magazine. Key Topics: Jeff shares the impact of being featured on the Rough Notes cover. A fintech-driven approach using Salesforce for efficiency. Diversifying revenue through partnerships with loan officers and inspection

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21:48

Agency Freedom: E176: The Time And Money Equation

Agency Intelligence: The Insurance Podcast Network ·

2024/11/29

In this episode, James reflects on the podcast's purpose, shares personal insights, and invites listener feedback to shape its future in 2025. https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show

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31:07

Millionaire Insurance Producer: Throwback: How to Win...

Agency Intelligence: The Insurance Podcast Network ·

2024/11/25

Are you a P&C or EB producer who is struggling to set enough new business appointments? Or, maybe you're just not able to close and win enough clients? Do you have too much pressure on you to succeed and you need to start delivering some positive results -- ASAP? If that at all describes where you're at right now then stay tuned because, in this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will tell, motivate, encourage, and give you the basic blueprint for

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47:41

The Agent Leader: From $10 Million to $140 Million...

Agency Intelligence: The Insurance Podcast Network ·

2024/11/19

Trent Tillman, President and Chief Revenue Officer of TrueNorth Insurance, joins us to share the extraordinary growth story of the agency, scaling from under $10 million to over $140 million in revenue.Listeners will gain insights into a leading agency's strategic vision for growth. The discussion also covers the company's expansion across multiple locations, its robust internship program, and its approach to retaining top talent in a competitive market. Additionally, Trent shares valuable lessons

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48:45

Stuff About Money: Episode 77: Less Bad Decisions:...

Agency Intelligence: The Insurance Podcast Network ·

2024/11/19

In this episode of "The Stuff About Money They Didn't Teach You in School," host Erik Garcia welcomes Bradley Flowers, co-host of "The Insurance Guys Podcast" and owner of Portal Insurance. Bradley shares his unique perspective on improving both golf scores and financial health by focusing on making fewer bad decisions rather than striving for perfection. They discuss how this approach can lead to better outcomes in wealth-building and entrepreneurship. Bradley and Erik explore common financial

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20:09

Agency Freedom: E175: Lessons From Jake Paul vs. Mike...

Agency Intelligence: The Insurance Podcast Network ·

2024/11/15

Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better.

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44:55

GPP: Talking All Things Insurance Sales with Micah Salas

Agency Intelligence: The Insurance Podcast Network ·

2024/11/13

Micah Salas, Senior Vice President for Christensen Group Insurance, started inside of a large captive agency and moved into the independent world. He joins the show today to discuss the "business plan" you learn coming up in trenches vs. what independent agencies face. He dives into building your client profile and niche, finding the volume of prospects you need to succeed, avoiding paralysis by analysis, and creating quality opportunities.Enjoy the episode! Episode Links: Ellerbrock-Norris:

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51:23

The Agent Leader Podcast: Success Through Strategic...

Agency Intelligence: The Insurance Podcast Network ·

2024/11/12

Joe Vens, a distinguished risk advisor at First MainStreet Insurance, joins us once again to share his remarkable journey over success through strategic living. Through the lens of personal and professional growth, Joe reveals how the power of mentorship and being coachable has transformed his career and allowed him to stand out in the industry. His passion for developing a specialized niche in insurance showcases his strategic approach and commitment to excellence. Get inspired by Joe's insights

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22:34

Agency Freedom: E174: Niches And Real Estate Insurance

Agency Intelligence: The Insurance Podcast Network ·

2024/11/08

In this episode, James discusses how RISKWELL became a top provider of real estate insurance nationwide. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Ideal number of

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2,091 results

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