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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

42:51

Insurance Shoptalk: Create an Online Leads Team to...

Agency Intelligence: The Insurance Podcast Network ·

2025/08/01

Big news! Insurance Shoptalk has joined the AI Podcast Network! Smart conversations, sharp strategies - coming at you weekly. In this episode of Insurance Shoptalk, Eric Stein sits down with Alex Choroomi from Alkeme Insurance to discuss how digital leads and online quoting are transforming the small business insurance landscape. Alex shares his journey into the commercial insurance world, explaining how Alkeme Insurance is leveraging digital advertising and advanced quoting portals to bring in

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43:10

Stuff About Money: Decision-Making Under Pressure

Agency Intelligence: The Insurance Podcast Network ·

2025/07/29

As a leader, decisions are part of your daily rhythm. But not all decisions are equal—and some carry more weight than others. Under pressure, even seasoned leaders can fall into traps: overthinking, reacting too quickly, or second-guessing themselves after the fact. Stress clouds clarity, and fatigue makes it harder to trust your gut or your process. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris, LMFT break down the hidden costs of poor decision-making and offer tools to

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34:38

Joel Dunham Used The Manual Metrics To Measure His...

Agency Intelligence: The Insurance Podcast Network ·

2025/07/22

What happens when your agency nearly doubles in size overnight? For Joel Dunham, it meant rethinking everything—from team structure to tech stack. In this high-energy conversation with Jason Cass, Joel shares how he used the “Engine” manual to streamline operations, brought AI into every corner of his agency, and turned growing pains into long-term gains. If you're scaling, restructuring, or just trying to get a grip on AI, this episode delivers the blueprint.Key Takeaways Acquiring an

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20:16

Millionaire Insurance Producers: You Will Reap What...

Agency Intelligence: The Insurance Podcast Network ·

2025/07/21

You get out what you put in. You win championships when you do the good work. You reap what you sow. These are the realities of what happens to people (and teams) who do the right things over and over again. Success comes to those who do the right work and stay consistent. Last time I checked, none of your insurance carriers pay any "consolation commission" when you come in 2nd place. It's all or nothing, baby! If you sow inactivity, you will reap the wind. If you sow inactivity for long periods of

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50:34

Stuff About Money: Optimizing Your Workload: Working...

Agency Intelligence: The Insurance Podcast Network ·

2025/07/15

You’re getting things done—but are you getting the right things done?As a leader, your plate is always full. Tasks stack up, people need your input, and it’s easy to fall into a pattern of constant motion with little traction. You’re working hard, but still feel behind. You’re productive, but not always effective. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris, LMFT explore the common traps high performers fall into when managing their workload. From overfunctioning to poor

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31:00

Negotiating Renewals With AI, It’s A Game Changer

Agency Intelligence: The Insurance Podcast Network ·

2025/07/15

Ever stared down a crazy renewal quote and thought, “No way”? Jason Cass shares how he used AI to challenge a 26% premium hike—and got results. It's a behind-the-scenes look at how tech can give agents an edge, plus some exciting updates on events, tools, and what’s coming next. Key Topics: Using ChatGPT to analyze multi-year loss runs and policy data How AI can level the playing field with carrier actuaries Constructing email and PDF rebuttals with AI assistance Turning a

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20:59

Comprehension Debt

Agency Intelligence: The Insurance Podcast Network ·

2025/07/08

For the first time ever, Jason Cass steps away from his usual off-the-cuff style to read from a script—and for good reason. He dives into a concept that hit close to home: comprehension debt. It’s about the gap between what you know and what you can truly live and lead. If you’ve ever struggled to explain what you believe in, this one’s for you.Key Topics: Understanding and overcoming comprehension debt in leadership Transforming technical manuals into powerful stories The

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19:50

Millionaire Insurance Producer: Embrace the Rejection...

Agency Intelligence: The Insurance Podcast Network ·

2025/07/03

Have you ever been rejected when doing your prospecting? Of course you have. Probably thousands of times in your life so far. It comes with the territory. But putting in the work helps you find your people. Getting hundreds of "No's" helps you find the dozens who say, "Yes!" In this throwback episode of the Millionaire Insurance Producer podcast host ⁠Charles Specht⁠ explains how to embrace the rejecting haters when prospecting in order to find the people who want to do business with you and say,

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42:03

Rough Notes Front Cover, July 2025: Kelly & Steve...

Agency Intelligence: The Insurance Podcast Network ·

2025/07/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Kelly Mora & Steve Mora of Heritage Insurance Agency, the agency featured on the July 2025 front cover of Rough Notes Magazine. Key Topics: Building an ag-focused insurance agency from farm roots The “tailgate relationship” approach to client connection Balancing modern technology with personal service Cultivating agency culture across generations

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46:01

Stuff About Money: The Work/Home Divide: Setting...

Agency Intelligence: The Insurance Podcast Network ·

2025/07/01

As a high achiever, your work never really 'stops'—but should it? You feel pressure from the outside and from deep inside that you NEED to find balance. But balance seems elusive. Just when you feel you've found it, it’s gone. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris, LMFT break down the myth of work-life balance, the cost of blurred boundaries, and how to set limits that work without guilt or career damage. Episode Highlights: Erik introduces the episode by

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37:31

The Scratch Agency Mindset In An AI World

Agency Intelligence: The Insurance Podcast Network ·

2025/07/01

Want to future-proof your insurance agency? Jason, Shawn, and Stephen talk about the tech that matters, the tasks worth automating, and why relationships still lead the way. Key Topics: AI is a tool to enhance—not replace—relationships in insurance. The biggest mistake agents make is staying siloed instead of connecting with others. Agencies need to stop chasing what's changing and double down on what stays the same. Efficiency gains from AI can be redeployed into

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26:21

Millionaire Insurance Producer: 3 Things Producers...

Agency Intelligence: The Insurance Podcast Network ·

2025/06/30

There are THREE things that if insurance producers did, they would have far more success at prospecting and selling insurance. What are these THREE things you might ask? Well, that's what podcast host ⁠Charles Specht⁠ will teach you in today's throwback episode on building a $1,000,000 or more Book of Business. Key Topics: The power of micro-niching to attract and convert ideal clients Winning BORs with a 12-month service plan Lowering premiums through strategic pre-renewal planning

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21:49

We Will Build This Together

Agency Intelligence: The Insurance Podcast Network ·

2025/06/24

Jason gets real about why the old agency model isn’t working—and what he’s doing about it. From a free manual to a full book and audiobook, he’s laying out a new path forward for agents ready to build smarter, not harder.Key Topics: Why agency life feels broken—and how we got here. The rise of “IndieTech” and agents building their own tools. AI as an accelerator, not a replacement, for human intelligence. Lessons learned from 70+ hours building a manual, book, and audio

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36:31

Why Landry Fields Thinks Iron Man Was Right About AI

Agency Intelligence: The Insurance Podcast Network ·

2025/06/17

Jason Cass brings back Landry Fields to talk about how AI is already changing the way agencies work. From building smarter workflows to thinking beyond ChatGPT, this one’s all about what’s next—and how to get there fast.Key Topics: Why Landry compares AI’s future role in agencies to Iron Man’s Jarvis. The rapid shift from automation to AI delegation—and what it means for staff roles. How Zapier’s new AI agents hint at the rise of autonomous operations. The myth of security

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34:20

Stuff About Money: Do You Even Need a Coach?...

Agency Intelligence: The Insurance Podcast Network ·

2025/06/17

You’re successful, driven, and operating at a high level—but something still feels off. Maybe you’re stuck, overwhelmed, or just not seeing the growth you want. You can use help to get to the next level. Hiring a coach could be the missing piece. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris break down the difference between coaching, therapy, and mentorship, and how to self-assess whether coaching is the right move. Episode Highlights: Matt recalls hiring a golf

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32:20

Millionaire Insurance Producer: Winning New Clients...

Agency Intelligence: The Insurance Podcast Network ·

2025/06/16

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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23:44

The Web Today Vs AI Tomorrow (Explained Like You're 9)

Agency Intelligence: The Insurance Podcast Network ·

2025/06/10

This one’s all about how AI is flipping the internet on its head. Jason walks through how the web works now, how AI reads between the lines, and what you can do to keep your site and content relevant as everything changes fast.Key Topics: Understanding how Google works today—and why that’s about to change. How AI interprets intent, not just keywords, to deliver smarter answers. Why traditional SEO is losing ground to AI-first content discovery. Tactical tips to write

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28:49

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

Agency Intelligence: The Insurance Podcast Network ·

2025/06/05

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 throwback episode of the Millionaire Insurance Producer podcast, host ⁠Charles Specht⁠ will talk about

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16:03

Efficiency First, Then Productivity, Then Measure The...

Agency Intelligence: The Insurance Podcast Network ·

2025/06/03

Fresh off the Insurance Agent Summit, Jason Cass shares a quick take on what growing agencies really need to hear. It’s not just about writing more—it's about fixing what’s slowing you down. Let’s talk efficiency, automation, and the future of your agency. Key Topics: Why increasing efficiency is the only path to sustainable productivity The Swing Efficiency Score (SES): what it is and how it transforms agency operations When and why to bring on VEs or automation instead of more

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25:51

Stuff About Money: Episode 90: Complex Isn’t Better:...

Agency Intelligence: The Insurance Podcast Network ·

2025/06/03

Why do we assume something has to be complicated to be valuable? That question sparked a spontaneous recording session after ⁠Erik Garcia⁠, CFP®, ChFC®, BFA™, walked into ⁠Xavier Angel⁠’s office to unload a bit of planner frustration. Joined by co-host Xavier Angel, CFP®, ChFC®, CLTC, the two dive into the false narrative that complexity equals effectiveness when it comes to financial planning. Spoiler: it doesn’t. In this unscripted and honest conversation, Erik and Xavier explore why simplicity

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2,027 results

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