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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

46:53

GPP: Focus on the Relationship, Not the Transaction...

Agency Intelligence: The Insurance Podcast Network ·

2024/06/12

Brett Young, CEO of Erb and Young, joins us to discuss building relationships. A relationship becomes valuable to a client for two primary reasons: trust and access. So how do you build relationships, build your value prop and ultimately build your book of business? Start by building trust and providing access. But then you run into a problem: scale. How do you deliver on trust and access while still being able to scale your business? Listen in.Enjoy the episode! Episode Links: Ellerbrock-Norris:

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60:28

Power Women In Insurance: Acquisitions: Why Do It?...

Agency Intelligence: The Insurance Podcast Network ·

2024/06/12

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Dawn Janes-Bartley, CEO of Maverick Risk Partners. Dawn and Teresa talk about acquisitions including the mistakes they have made and the ways they really excelled. Key Topics: Dawn's unexpected journey from child psychology into the insurance industry The evolution of roles within the agency post-acquisition Challenges of integrating new teams and processes after acquiring another agency The importance of adapting

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18:02

The Agent Leader Podcast: The Power of Quitting:...

Agency Intelligence: The Insurance Podcast Network ·

2024/06/11

Unlock the secrets to agency success with an uncommon strategy: achieving more by doing less! In this episode, we delve into the core principles of effective leadership, revealing how letting go of non-essential tasks can propel your agency to new heights. Discover the power of strategic delegation and team empowerment so you can quit more to become a better, more effective leader.

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31:28

Millionaire Insurance Producer: Throwback: Winning...

Agency Intelligence: The Insurance Podcast Network ·

2024/06/10

Wouldn't it be great if we could get you a steady flow of business owners to reach out to you to schedule appointments, rather than you contacting business owners who don't know you, like you, or trust you yet? Of course, it would be! It would make everything easier: setting appointments, building rapport, getting more signed BORs, winning business, etc. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will not only tell you why you should contact

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42:16

Agency Freedom: E156: Tyler Woodall On Delivering...

Agency Intelligence: The Insurance Podcast Network ·

2024/06/07

In this episode, James talks with Tyler Woodall, Founder of Agency Aid. To learn more about Agency Aid, visit https://agency-aid.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 the show

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45:35

GPP: What Daily Non-Negotiables Directly Tie to...

Agency Intelligence: The Insurance Podcast Network ·

2024/06/05

Cyrus Jaffery, Founder and CEO of Jaffery Insurance, grew up in the captive agency model before breaking out to start his own agency. Cyrus joins Elliot this week to talk about what he learned in that captive environment that's created his approach to growth today. They cover "daily non-negotiables" and how they should directly tie to the growth of your agency – and how to ensure your team is living up to your standing of these daily needs. They also cover hiring, training, creating an excellent

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39:56

The MVP Podcast: Talkin' Tech w/ Danny Lawrence | How...

Agency Intelligence: The Insurance Podcast Network ·

2024/06/05

This episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast! Co-Host Danny Lawrence sits down with Chris Senkbile, Founder of Ferro. Chris discusses how Insureds, brokers, insurers, and insurtechs are all driving change in the insurance industry, leveraging advanced technologies to enhance efficiency and customer experience. Success with technology is found in big data initiatives by companies like Verisk, AXA/AWS, and Salesforce/Informatica, which are optimizing data analytics, improving

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59:10

Power Women In Insurance: Rising From Trauma To...

Agency Intelligence: The Insurance Podcast Network ·

2024/06/05

In this episode of Power Women In Insurance, Teresa Kitchens interviews Andrea Vargas, CEO of TTC Leads. Andrea and Teresa talk about how partnering in life and business with Ryan Saridakis and then continuing to build that business after his passing has created the business of her dreams.Key Topics: Andrea's unconventional entry into the insurance industry through family connections and early influences The role of mentorship and the pivotal influence of Patrick Bet-David in her career

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43:39

Stuff About Money: Episode 65: 3 Money Strategies to...

Agency Intelligence: The Insurance Podcast Network ·

2024/06/04

We all want our kids to develop healthy money habits. We want them to grow to be financially independent humans. They need to develop the skills to face life's financial challenges while the consequences are not too costly. But where do we start? Can Taylor Swift help us in our efforts? Is there something to learn from Erik’s gardening hobby? In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC address a common question they receive from their

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34:43

How I Use A.I. - My Agency's Real Use Cases

Agency Intelligence: The Insurance Podcast Network ·

2024/06/04

In this episode of Agency Intelligence podcast, host Jason Cass discusses the integration of Artificial Intelligence (AI) and Robotic Process Automation (RPA) in insurance agencies and how these technologies enhance productivity and efficiency, with real-life examples and practical applications that can transform agency workflows. Key Topics: Understanding the broad applications of AI in insurance agencies The distinction between licensed and unlicensed tasks in agency operations Implementing AI

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34:16

Millionaire Insurance Producer: Throwback: BOR...

Agency Intelligence: The Insurance Podcast Network ·

2024/06/03

Are you an insurance agent who has had moderate success selling insurance, but you just know you're not reaching your full capacity? Do you not have a strategic plan, or a step-by-step process to win new business, and you're merely quoting but not winning? That was the experience of Daniel Brookman, before joining 12X Commission Mastermind and implementing the training. Now, he's winning signed BOR's and building his Book of Business. In this throwback episode of the Millionaire Insurance Producer

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43:52

Rough Notes Front Cover, June 2024: Associated...

Agency Intelligence: The Insurance Podcast Network ·

2024/06/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Emily Koleno, Clint Paskewitz & Bryan Graham of Associated Insurance Services, the agency featured on the June 2024 front cover of Rough Notes Magazine. Key Topics: Clint reflects on the historical significance of Rough Notes Magazine as a mentor throughout his career Bryan shares his pride and excitement about the agency's national recognition Insight into the agency's

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41:57

Agency Freedom: E155: Syd Roe On AgencyOne And Big...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/31

This is the final of three episodes recorded live in New Orleans at Accelerate presented by NetVu and Vertafore. In this episode, James talks with Syd Roe, Director, Agency Marketing at Vertafore. To learn more about Vertafore, visit https://www.vertafore.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:

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39:31

GPP: Advisor vs. Producer: How to Change an...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/29

Are you an advisor or a salesperson? Ellerbrock-Norris' Ryan Brott, Chief Growth Officer, joins Elliot Basset to discuss the difference between the two, the problem that plagues the insurance industry, how to transition to an advisory model, roadblocks along the way and more. Learn how you can step out of a "producer" role and focus on running a business rather than a book of business. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth

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29:31

Jason Cass: The 3-Day Off Week

Agency Intelligence: The Insurance Podcast Network ·

2024/05/28

In this episode of Agency Intelligence podcast, host Jason Cass discusses the critical aspects of workplace culture, employee expectations, and the integration of technology in the insurance industry. Key Topics: The critical role of company culture in employee satisfaction Employees' core needs: culture, opportunity, and money Benefits of a three-day off week for work-life balance Necessity of technology in modernizing insurance agencies Challenges in flexible work schedule

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29:39

Millionaire Insurance Producer: Throwback: "Plan B"...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/27

Asking for the signed Broker of Record Letter is hard enough, but what do you do if the prospect actually says no? Do you have a 'Plan B' or do you just rollover at that point and agree to blindly offer quotes? I would tell you that you need to stick to your guns, do not quote (yet), and utilize a 'Plan B' so the prospect will make a choice in your favor after they get a chance to test your Bugatti-like services. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles

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31:45

Agency Freedom: E154: Raution Jaiswal On Navigating...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/24

Recorded live on location at Accelerate 2024 in New Orleans, LA.In this episode, James talks with Raution Jaiswal, Founder of InsuredMine. To learn more about InsuredMine, visit https://www.insuredmine.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,

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27:50

Insurance Producers Podcast: Adapting to Change:...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/23

In this solo episode of the Insurance Producers Podcast, your host Cyrus Jaffery takes the mic to delve into the complexities of the current insurance landscape. With the industry facing a challenging hard market, Cyrus shares invaluable insights into how insurance producers can navigate this terrain with finesse.

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23:51

Millionaire Insurance Producer: Your Weak Efforts Are...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/23

Have you ever gone through a season of prospecting where you weren't actually prospecting? You were doing -- I don't, know, whatever -- but just not a lot of reaching out to prospects? Yes, I think we all have experienced that from time to time. Today I had a coaching call with a new producer who has been in the business for about 8 months ... and I had to light him up! He's being lazy, reactive, and not doing the work that Producers are supposed to do. We all go through seasons like that. If you're

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41:07

GPP: Building A Book of Business, Not a Book of Sales...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/22

Scaling a business is all about understanding your ideal client. "It's called a book of business, not a book of sales," says Guffy Wright, National Sales Leader at The Mahoney Group. Guffy joined us to discuss how he's using a focus on people and treating his book of business as just that – a business. Learn how he's providing value to clients, defining his ideal client, scaling his business and finding success. Enjoy the episode! Episode Links: Ellerbrock-Norris:

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2,091 results

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