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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

36:52

GPP: Your Commissions Won’t Change, So How Can You...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/09

Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot this week to talk about the value an agency can bring to a clients. Your commission percentages aren’t going to change, so how can you change your service model to add value and add revenue? LAUNCH is a tool Ryan uses to expand his offering beyond insurance and encompass more risk management “impact areas.” Learn how you can do the same within your model. Enjoy the episode! Episode Links: Ellerbrock-Norris:

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20:55

Power Women In Insurance: Where Have I Been? - Let's...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/09

In this episode of Power Women In Insurance, I discuss where I have been and that I know it is time for a reboot and that I am excited to get back at it!! Key Topics: Teresa discusses taking time away from the podcast to focus on overcoming challenges in her agency How work style assessments helped Teresa build a more cohesive and effective team The impact of business coaching and financial planning on the agency's restructuring process Navigating the acquisition of a commercial lines book and

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17:37

Road Session Part 2: Tuxedo Moments And Standing Out

Agency Intelligence: The Insurance Podcast Network ·

2024/10/08

In this episode of Agency Intelligence podcast, host Jason Cass discusses three key topics that can transform professional growth. He shares practical insights and personal stories for agency owners and producers. Key Topics: Discusses "Skill or Luck" in achieving success and encourages self-reflection Shares "Tuxedo Moments" to illustrate the power of standing out Advises new producers on creating their own "Tuxedo Moments." Explores "Behavior Modification" and how rewards can drive

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37:32

Stuff About Money: Episode 74: Top 3 Financial...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/08

In this episode of the "Stuff About Money" podcast, co-hosts Erik Garcia, CFP®, BFA™, ChFC® and Xavier Angel, CFP®, ChFC®, CLTC discuss key financial planning strategies for pharmacists at the start of their careers. They explore how to effectively manage income and expenses, set meaningful financial goals, and create a balanced budget to ensure a secure financial future. Erik and Xavier also discuss the challenges of managing student debt and the importance of making informed financial decisions

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20:34

Millionaire Insurance Producer: Set More Appointments...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/07

Check out: https://permissiongroup.com/permission-producer-school/ Imagine setting twice as many new business appointments with your prospects, tripling your win percentage, writing more accounts, writing larger-revenue generating accounts, and winning most (all?) of these new clients by signed Broker of Record Letter, rather than going through a normal quoting process. Sound to good to be true? Well, it's not. It's exactly what I teach and train my Producer clients to do. And, in this podcast

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16:06

Agency Freedom: E169: What Now?

Agency Intelligence: The Insurance Podcast Network ·

2024/10/04

In this episode, James introduces a fresh format for the Agency Freedom Podcast. He reflects on the podcast’s journey and shares plans for more concise, value-packed episodes moving forward.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,

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26:31

Millionaire Insurance Producer: How to Ask for the...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/03

Asking for the signed BOR is part science and part art. And, timing is everything! You need to be careful to not ask too soon and also to not waiver on the fence of indecision by never getting around to popping the actual question.In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you how to ask for the signed Broker of Record Letter at just the right time (not too soon and not too late) and how to ask with just the right words to get what you want. Why

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26:22

Rough Notes Front Cover, October 2024: Jay Mueller,...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jay Mueller, CEO of Camargo Insurance the agency featured on the October 2024 front cover of Rough Notes Magazine. Key Topics: Jay shares the honor of being featured in Rough Notes He talks about joining the family business and his passion for growth and travel Jay explains how he set up his agency to operate remotely from Spain He emphasizes building a strong,

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36:00

The Agent Leader: The Journey from $6 Million to $33...

Agency Intelligence: The Insurance Podcast Network ·

2024/10/01

How did Ed McGrath lead BancFirst Insurance Services from $6 million to an astounding $33 million in revenue? Discover the secrets behind this monumental growth as Ed, the President and CEO, sits down with us to discuss the pivotal strategies and leadership decisions that made this transformation possible. You'll hear about the importance of an independent operational approach, the power of investing in new agents, and the unique leadership style that has driven their success. This episode

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33:25

Millionaire Insurance Producer: Throwback: How to...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/30

Do you struggle with setting appointment and writing new business? Many agents do. Actually, most do. Why is that? Well, for one thing, most agents don't know where to begin. In other words, they haven't even decided what to prospect, let alone why they should focus on that. They are "generalists" and have a Jack-of-all-trades mindset. Does that describe you? If it does, then this podcast episode is for you! In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will

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42:24

Agency Freedom: E168: Elis Umana On Al Scripting And...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/27

In this episode, James talks with Elis Umana, Insurance Specialist at Conexion Insurance Agency. To learn more about Conexion Insurance Agency, visit https://www.conexionins.com. 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

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24:14

Millionaire Insurance Producer: MINDSET

Agency Intelligence: The Insurance Podcast Network ·

2024/09/26

MIND SET.You're either strong in the area of confidence and mindset, or you're a weak little puppy. Which one is it? Insurance agents who lack confidence tend to write fewer new accounts each year, they write smaller accounts, and they don't win many (any?) signed Broker of Record Letters. The opposite is also 100% true: Insurance producers who are confident and in the right frame of mind set more appointments and write more accounts, they write larger revenue accounts, and they win significantly

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46:36

GPP: Where to Focus If You’re a New Agency Owner,...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/25

Shawn Fitzgerald of Sound Harbor Insurance is in a similar place to the majority of Getting Past the Premium listeners. He's four years into owning his own insurance agency. He faces growing pains. He's grown his team. And he's overcome a few obstacles. Shawn and Elliot talk through the most important actions you can take as a business owner – from finding a mentor, investing in yourself, focusing on goal-setting, and understanding your audience.Enjoy the episode! Episode

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31:51

Kelly Donahue-Piro: Navigating The End Of The Hard...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/24

In this episode of Agency Intelligence podcast, host Jason Cass chats with Kelly Donahue-Piro, President of Agency Performance Partners about annual strategic planning for your agency. To learn more about the Agency Performance Partner’s Strategic Planner to build, execute, and stick with your agency’s annual plan visit: https://www.agencyperformancepartners.com/insurance-agency-strategic-planning/ Get 20% off until 12/31/24 with code: Agency Intelligence Key Topics: Exiting the hard market in

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44:09

The Agent Leader: Transforming Challenges into Growth...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/24

Unlock the secrets to agency growth and leadership success with Bart Straka, President and CRO of TRICOR Insurance. Discover how Bart navigated transforming from a producer to a leader at one of the top 100 agencies in the country. Learn how the agency has expanded to 32 locations and 310 employees, with an impressive projected revenue of $58 million, and the pivotal role a strong agency culture plays in this remarkable journey. Highlights include: (00:01) Agency Growth and Leadership

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45:57

Stuff About Money: Episode 73: Should My Agency Be My...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/24

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA, ChFC®, welcomes back Carey Wallace to tackle the question: Should your insurance agency be your only retirement plan? Carey shares her expertise on diversifying retirement strategies, the risks of relying solely on your agency, and the importance of planning for a secure financial future. Erik and Carey discuss practical steps to evaluate your current retirement approach, explore alternative investment options, and

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43:34

Agency Freedom: E167: Mike Mathweg On Working With...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/20

In this episode, James talks with Mike Mathweg, Founder of NexGen Consulting. To learn more about NexGen Consulting, visit https://nexgen-consultant.com. 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

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37:33

Millionaire Insurance Producer: The Perfect Script...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/19

Cold Calling is never much fun, but it can become your pot of gold at the end of a rainbow if you can figure out the proper Script and get your delivery of the Script down pat with both enthusiasm and confidence. Most insurance agents have a lame, tired, and worn-out Script that makes them sound like every other agent out there. Don't be that agent! In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will give you actual examples of what your C3 (Cold Call Carrot) and

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40:59

GPP: The 5 Agency Sales Metrics You Need to Be...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/18

From brand awareness to sales activities to written revenue, what you measure and how you measure it will change. But the reason behind sales analytics doesn't change: You want to know how much it costs to bring in new clients, and what revenue those new clients will generate. Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins the show this week to break down how Ellerbrock-Norris is tracking its sales goals. At the end of the day, knowing how many top-of-funnel activities it takes to

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15:31

Road Sessions: The Highs And Lows Of Business Leadership

Agency Intelligence: The Insurance Podcast Network ·

2024/09/17

In this episode of Agency Intelligence podcast, host Jason Cass takes listeners on a journey through recent personal and professional experiences, while driving a U-Haul through Georgia. Key Topics: Jason navigates driving a U-Haul through Georgia, recording the podcast under unique circumstances. Jason reflects on a year of significant business highs and lows, underscoring his responsibility towards his employees during growth periods. The episode explores key leadership qualities, such as

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2,091 results

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