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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

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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47:12

Digital Insurance Pint: Existential Threats

Agency Intelligence: The Insurance Podcast Network ·

2024/09/15

This is take 2 on “what keeps you up at night?”. The DIPP crew discusses major industry issues including the rise of vehicle theft, OPCF 49, broker cancellation as a way to manage carrier profitability, embedded insurance, connectivity and technology progress. If that wasn’t dark enough for you, the team also discusses potential existential threats such as earthquake and banking collapse.

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46:33

Agency Freedom: E166: Maverick Pitchford On Leaning...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/13

In this episode, James talks with Maverick Pitchford, Principal Agent at Bison Ridge Insurance. 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: Maverick's transition

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36:31

Millionaire Insurance Producer: Your First $100,000...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/12

Check out --> www.permissionproducerschool.comCongratulations! You got hired at your agency. You're now an insurance producer. Ummm, what comes next? Well, that's the dirty little secret of most insurance agencies around the USA and Canada. The problem is that most agencies have no plan for their new producers, and these new producers have no experience in insurance as well as little-to-no experience in sales. And that, my friends, is a recipe for a straight up career-ending disaster! In this

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40:15

GPP: Thriving Agencies Do These Things to Grow...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/11

Acquisitions have become a major part of growth in our industry, but without strong organic growth, agencies aren't able to thrive. Harrison Brooks, Partner at Reagan Consulting, joins us today to discuss organic growth. We dive into where you should be investing your dollars in marketing and sales, how to compete with the national players, where there are opportunities and more.Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth

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42:32

Stuff About Money: Episode 72: Momentum Investing:...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/10

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA™, ChFC®, welcomes Ian Saunders, Senior Research Analyst for Nasdaq Dorsey Wright. They explore the world of Relative Strength, also known as Momentum Investing. Ian draws a compelling analogy to March Madness, highlighting that top seeds have an 80% chance of winning their games, similar to how strong investments are identified. Throughout the discussion, Ian explains what Relative Strength is and how it differs from

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36:53

The Agent Leader: Maximizing Agency Value with Max...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/10

Brent Kelly sits down with Max Olson of Legacy Advisors, an expert in agency valuation, to discuss the strategies that can significantly increase the value of your insurance agency. Whether you're preparing for a buyout or simply want to boost your agency's future, Max shares key insights on optimizing revenue, streamlining operations, and securing the best price for your agency. Tune in to learn the steps you can take today to enhance your agency's worth and position yourself for a profitable

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34:58

Millionaire Insurance Producer: Throwback: Building a...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/09

Do you struggle at scripting, branding, or sitting down to actually do the hard work of prospecting? Most producers struggle at something, and most of us struggle at many parts of the sales process. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht shares the five parts of his Permission Sales Framework and how selling insurance is like building a house. You have to lay the foundation, build the structure, paint the walls, do the final walk-through, and

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44:11

Digital Insurance Pint: Shawn Antao – EY

Agency Intelligence: The Insurance Podcast Network ·

2024/09/08

In this episode, the hosts interview Sean Antao, a partner at EY and leader of the Insurance Technology Consulting arm. They discuss various topics related to Guidewire implementations and broker connectivity. The conversation covers the dominance of Guidewire in the Canadian market, factors affecting the cost of implementations, and the challenges in creating broker connectivity. They also touch on the standardization of API connections, the role of system integrators like EY, and the importance of

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43:24

Agency Freedom: E165: Richard Sweet On Loving What...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/06

In this episode, James talks with Richard Sweet, Owner of Vantage Point Risk Partners. To learn more about Vantage Point Risk Partners, visit https://www.vantagepointrisk.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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38:05

GPP: The Catalysts Behind Insurance Agency Growth...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/04

Growing an insurance agency can be done hundreds of different ways. The tools you use to enable your sales team can expedite that growth – if it's the right tool, if it's adopted correctly, and if it's serving a true purpose. Caleb Cramer joins GPP today to talk through sales enablement. It's not about which tools you use – it's about solving a problem or creating efficiency with the tool, no matter which tool it is.And... (drumroll)... Caleb is joining us at LAUNCH to help independent agents

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35:19

Millionaire Insurance Producer: Throwback: The "12X...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/02

Do you have a defined and well-structured sales process that helps you win new business? No, I'm not talking about a few lucky points here and there. I'm talking about a "proven by long-term results" A-Z Sales Framework that covers everything from start to finish, from the type of account you're first going to prospect to the end goal of collecting the deposit check. That's what host Charles Specht will teach us all about today. On today's throwback podcast episode, we'll learn the secrets behind

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39:04

Rough Notes Front Cover, September 2024: Chris...

Agency Intelligence: The Insurance Podcast Network ·

2024/09/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Chris Peterie, CEO of Tower Street Insurance, the agency featured on the September 2024 front cover of Rough Notes Magazine. Key Topics: Chris shares the excitement of being featured on the Rough Notes magazine front cover, acknowledging his team's hard work. Emphasis on building a positive workplace culture by hiring the right people and focusing on "The Ideal Team Player"

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39:17

Digital Insurance Pint: Adam Hare

Agency Intelligence: The Insurance Podcast Network ·

2024/09/01

In this episode, Adam Hare, CEO of Petley-Hare Limited, shares his journey in the insurance industry and the rebranding process his company went through. The conversation covers topics such as the impact of branding, the cancellation of carrier contracts, and the process of rebranding a brokerage. Adam emphasizes the importance of staying true to your brand and making tough decisions when necessary. Adam discusses his journey of starting an agency, creating a meaningful brand, and the lessons he

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44:52

Agency Freedom: E164: Andy Neary On Playing A...

Agency Intelligence: The Insurance Podcast Network ·

2024/08/30

In this episode, James talks with Andy Neary, Founder of Complete Game Consulting. To learn more about Complete Game Consulting, visit https://andyneary.com/complete-game-consulting. 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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25:39

Millionaire Insurance Producer: Your First $250,000...

Agency Intelligence: The Insurance Podcast Network ·

2024/08/29

You know, if a producer doesn't get to $100,000 of commission in a reasonable amount of time, they often either get fired or they find a new job outside of insurance. So, we not only need to help them get to $100,000 of commission but I think -- more importantly -- we need to get them to a $250,000 commission Book of Business as soon as humanly possible. Why? Because, once a producer gets to $250,000 in annual gross commission, they are usually not going to get fired, they're in the insurance

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26:01

The Agent Leader: Under-Utilizing Talent and...

Agency Intelligence: The Insurance Podcast Network ·

2024/08/27

What is your agency's talent and growth strategy? In this episode, Brent Kelly gets into how under-utilizing your agency's technology and talent is Good Results Trap #7. Investing in your people and technology is crucial for your agency staying competitive and efficient, with a direct link between employee development and organizational success. It's time for you as a leader to view technology not just as an expense, but as an essential investment in your future. Get ready to start your agency's

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50:12

Stuff About Money: Episode 71: Should I Adjust My...

Agency Intelligence: The Insurance Podcast Network ·

2024/08/27

In this episode of the "Stuff About Money" podcast, host Erik Garcia CFP®, BFA™, ChFC®, is joined by long-time friend of the show, Dr. Matt Morris. Together, they tackle the question: "Should I adjust my portfolio?" as they navigate the emotions of investing in a volatile market. Erik provides insights into current market noise, discussing factors like employment rates, Japan's rate changes, the federal reserve, and media influence on investor sentiment. Dr. Matt and Erik discuss strategies for

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33:10

Reid Holzworth: Strategic Acquisitions And AI's Impact

Agency Intelligence: The Insurance Podcast Network ·

2024/08/27

In this episode of Agency Intelligence podcast, host Jason Cass interviews Reid Holzworth, CEO of Ivans Insurance Solutions.Key Topics: The significant impact of AI on insurance practices, especially in risk assessment Insights on the importance of cultural integration and team dynamics post-acquisition Broad potential and future applications of AI within the insurance industry Advancements and future vision of Ivans under Reid's leadership Seamless integration of technology in improving

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32:55

Millionaire Insurance Producer: Throwback: How to...

Agency Intelligence: The Insurance Podcast Network ·

2024/08/26

Definitely, getting the signed Broker of Record is the better approach to winning new clients. But there are times when the BOR is not an option and so the only way to win that client is by quoting. No worries, because in this episode of the Millionaire Insurance Producer podcast, host Charles Specht is going to explain to you the three things YOU NEED TO GET from the insured before quoting, and then what to include in your final Proposal in order to strengthen your position to win that new

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2,091 results

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