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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

32:27

Power Women In Insurance: Overcoming Obstacles...

Agency Intelligence: The Insurance Podcast Network ·

2024/11/06

In this episode of Power Women In Insurance, Doris and Teresa talk about her life, her career at Vertafore, and how personal challenges have helped her to pass along her experiences to others.Key Topics: Doris shares her career journey from QQ Solutions to Vertafore Doris discusses the challenges and growth during Vertafore's acquisition of QQ Doris talks about completing her MBA while undergoing a health issue Doris highlights Vertafore’s tech solutions that simplify work for insurance

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54:38

Thriving In A Hard Market: Renewal Strategies And...

Agency Intelligence: The Insurance Podcast Network ·

2024/11/05

In this episode of Agency Intelligence podcast, host Jason Cass sits down with Ryan Hanley, CMO of Linqura to discuss the future of the insurance industry, focusing on how agents can thrive in shifting markets through innovation, strategic branding, and leveraging AI. Key Topics: Impact of content sharing and fact-checking on social media Censorship trends across political lines Lessons on personal branding from Curtis Goldberg’s creative content Importance of gradual improvement in content

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34:25

The Agent Leader: A Tech-Savvy Yet Human-Centric...

Agency Intelligence: The Insurance Podcast Network ·

2024/11/05

Billie Jo Galle, the visionary Senior Vice President of Marketing and Insurance Operations at TRICOR Insurance, brings a wealth of experience and a fresh perspective to our latest episode of the Agent Leader podcast. Billie Jo shares her expertise on balancing technological advancement with human growth within the insurance industry. We discuss TRICOR's exciting journey from a family-owned business to a thriving private equity-backed agency, fueled by strategic partnerships and a dedication to

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44:20

Stuff About Money: Episode 76: Investing in Quality:...

Agency Intelligence: The Insurance Podcast Network ·

2024/11/05

In this episode of the "Stuff About Money" podcast, hosts Erik Garcia, CFP®, BFA™, ChFC®, and Xavier Angel, CFP®, ChFC®, CLTC, discuss investing with Kevin Caron, CFA, Senior Portfolio Manager for Washington Crossing Advisors. They explore the firm's investment philosophy, focusing on quality companies with a track record of consistent growth and profitability. Kevin explains their emphasis on businesses that are well-capitalized, with low debt and attractive valuations, ensuring a focus on

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33:07

Rough Notes Front Cover, November 2024: Cyrus...

Agency Intelligence: The Insurance Podcast Network ·

2024/11/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Cyrus Jaffery, Founder & CEO of Jaffery Insurance, the agency featured on the November 2024 front cover of Rough Notes Magazine. Key Topics: Cyrus shares the honor of being featured on Rough Notes and how his agency’s focus on personal lines sets it apart. Cyrus discusses his transition from State Farm to running an independent agency during COVID-19. Jaffery Insurance

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18:27

Agency Freedom: E173: How To Break Into Commercial

Agency Intelligence: The Insurance Podcast Network ·

2024/11/01

In this episode, James talks about breaking into commercial insurance, focusing on actionable steps and insights drawn from his own experience. 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

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40:53

GPP: Building and Scaling your Sales Approach with...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/30

There is a difference between marketing and sales. And the sooner you create that distinction in your firm, the more scalable you'll become, according to Brett Young, CEO of Erb and Young. Brett joins us this week to talk about how his agency has built a brand in their market, grown within their niche and scaled with a repeatable process.Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies:

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32:46

Power Women In Insurance: Making Goal Setting A Fun...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/30

In this episode of Power Women In Insurance, Teresa Kitchens chats about how she set goals and measures them.Key Topics: Choosing a guiding theme like “discipline” to focus business and personal goals Structuring goals within four core pillars—team, money, operations, and marketing Defining measurable goals that move beyond vague aspirations Engaging your team in goal-setting to create shared ownership Using accountability partners to track progress and celebrate wins Leveraging automation

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39:24

Revolutionizing Work: How A Shorter Week Drives...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/29

In this episode of Agency Intelligence podcast, host Jason Cass interviews Michael Cruz, Chief Operating Officer of Virtual Intelligence for a follow-up conversation on the 4-day work week. Key Topics: Successful implementation of a four-day workweek, improving productivity and employee satisfaction Use of AI tools like ChatGPT to streamline tasks and increase efficiency Shift in work structure to promote better work-life balance and retention Strategies for team scheduling to ensure coverage

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54:08

The Agent Leader: Mastering the Champion’s Mindset:...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/29

Renowned sports psychologist Dr. Rick Jensen draws on his remarkable experience coaching 33 major champions across golf and tennis to reveal the mindset of elite performers. Dr. Jensen shares how performance psychology principles apply far beyond sports, offering powerful insights for excelling in insurance. He explores the value of specialization, emphasizing the competitive advantage professionals gain by becoming trusted consultants within specific niches rather than staying

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18:45

Agency Freedom: E172: What To Do When You're Attacked

Agency Intelligence: The Insurance Podcast Network ·

2024/10/25

In this episode, James covers how to handle attacks on your business, whether from negative reviews, social media comments, or competitors. James shares his experience and offers tips on maintaining credibility and improving processes to prevent future issues. 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:

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42:37

The Agent Leader: Fitness & Focus to Double Agency...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/22

How can leaders help shape up their agency culture for heightened success? Dick Gibbs, CRO and VP of Sales at Hartwig Moss Insurance Agency, joins us to share how his own commitment to personal well-being has propelled his leadership abilities and fostered a thriving team culture. With Dick’s impressive background in both company and agency sides of the insurance sector, he offers a unique lens on how agency leaders can set a powerful example for their teams through modeling positive behaviors. We

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45:11

Stuff About Money: Episode 75: Boost Your Income: Key...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/22

In this episode of the "Stuff About Money" podcast, hosts Erik Garcia, CFP®, BFA™, ChFC®, and Xavier Angel, CFP®, ChFC®, CLTC, share their top takeaways from the IndieTech Conference. While they usually dive into saving and investing, this time they focus on boosting your income by investing in yourself. Discover how developing relationships, establishing processes, and leveraging technology can drive revenue for entrepreneurs and professionals. Erik and Xavier sprinkle humor into their insights on

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35:09

Millionaire Insurance Producer: Throwback: How to...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/21

Do you struggle at branding? Are you still a quasi-generalist who is not focused in a Micro-Niche? Or, maybe you've chosen a Micro-Niche industry to focus on, but you haven't figured out how to BRAND yourself so that your prospects are attracted to you and want to sign over their insurance to you? Well, I have good news for you if that describes where you're at right now. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you some of the MOST

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17:56

Agency Freedom: E171: Getting Ready For Innovation

Agency Intelligence: The Insurance Podcast Network ·

2024/10/18

In this episode, James explores how to prepare for innovation in your business. Learn how to identify areas for improvement, address bottlenecks, and implement effective systems to stay ahead of the competition. 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

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45:35

GPP: A New Way to Think about Property Insurance with...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/16

Julie Richt, President and Founder at Lucid Insurance, has seen about every side of the insurance industry in her career. Her path led her to starting Lucid, an MGA focused solely on property insurance. Learn why she's taken such a unique approach to her company, how the industry is evolving, how specialized offerings like hers have become more valuable, and what to expect from the current property market.Enjoy the episode! Episode Links: Ellerbrock-Norris:

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20:23

Power Women In Insurance: Getting Our Mind Right For...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/16

In this episode of Power Women In Insurance, Teresa Kitchens discusses how to get your mind focused for goal planning Key Topics: Teresa discusses mental challenges in goal planning, like fears and self-doubt She suggests journaling techniques to confront these fears A pros-and-cons method is recommended to analyze fears and their impact Teresa emphasizes creating a yearly focus theme, like her 2025 theme, "Discipline." Teresa discusses the role of discipline in staying consistent and

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54:18

The Agent Leader: Empowering Teams for Lasting Agency...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/15

What if the key to your agency’s growth lies in something you're overlooking? In our latest podcast episode, Matt Fairbanks, Vice President of Sales and Producer Development at EHD Insurance, joins us to reveal how investing in your team can transform your agency’s success. Learn from Matt’s incredible journey from managing a $2 million book of business to excelling in a leadership role dedicated to nurturing the next generation of producers. His practical insights and mindset shifts offer

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47:56

Adapting And Innovating: IndieTech’s Path Forward

Agency Intelligence: The Insurance Podcast Network ·

2024/10/15

In this episode of Agency Intelligence podcast, host Jason Cass is joined by Mitch Gibson to recap highlights from IndieTech 2024 and plans for IndieTech 2026 in Fort Lauderdale. Key Topics: Mitch Gibson highlights IndieTech's growth and strong vendor-attendee engagement Breakout sessions featured live demos and collaborative presentations How the team quickly adapted to Hurricane Helene with effective replacement speakers Focus on creating inclusive spaces for agents, vendors, and tech

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17:14

Agency Freedom: E170: We Suck At Storytelling

Agency Intelligence: The Insurance Podcast Network ·

2024/10/11

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2,091 results

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