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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

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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32:55

Rough Notes Front Cover, June 2025: Monica Adwani,...

Agency Intelligence: The Insurance Podcast Network ·

2025/06/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Monica Adwani, CEO of Breezy Seguros, the agency featured on the June 2025 front cover of Rough Notes Magazine. Key Topics: Leading agency transformation through culture and accountability. Why understanding minority consumer behavior is key to sustainable growth. Creating systems that meet customers where they are—especially in multicultural markets.

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30:45

GAIL Isn’t A Feature. It’s The Framework.

Agency Intelligence: The Insurance Podcast Network ·

2025/05/27

Jason interviews Matthew Vega-Sanz, CEO of GAIL, to break down how GAIL went from startup speed to enterprise scale. GAIL GPT is here—built for insurance, trained in the industry, and ready to take work off your plate. From smarter workflows to real-time insights, it’s everything agents didn’t know they needed.Key Topics: Rebuilding GAIL to handle explosive growth: from 3,000 to 150,000 calls per hour. Introducing GAIL GPT: an insurance-specific alternative to ChatGPT. AI

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59:09

GPP: Josh Gurley - Changing the Way You View Your...

Agency Intelligence: The Insurance Podcast Network ·

2025/05/21

In this throwback episode, originally aired on January 4, 2023, Josh Gurley, Insurance Agency Owner at HM Advisors, redefines what it means to be an advisor.Josh explains how truly understanding your clients’ risks and proactively servicing them sets top-tier advisors apart, turning your sales process into a relationship-building tool for long-term success.Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/HM

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15:20

Stuff About Money: Episode 89: Prepare for Future...

Agency Intelligence: The Insurance Podcast Network ·

2025/05/20

In this episode of the Stuff About Money They Didn't Teach You in School podcast, host ⁠⁠Erik Garcia⁠⁠, CFP®, ChFC®, BFA™, shares a practical financial strategy he personally uses—what he calls practicing your future payment. Whether you’re planning to buy a home, send a child to college, or take on any significant financial commitment, Erik walks through how simulating that future expense now can reduce stress, build confidence, and help you make smarter money decisions. Plus, he dives into the

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39:43

The Road Ahead Is Ours To Build

Agency Intelligence: The Insurance Podcast Network ·

2025/05/20

Forget business as usual. Jason Cass lays out why now’s the time for agencies to rethink their models, leverage tech, and get serious about efficiency. Big shifts are coming, and this episode sets the tone.Key Topics: Why agencies must prioritize transformation over simple change Understanding the real versus artificial intelligence in the insurance industry. Breaking down the future labor model: licensed staff, VEs, managed bots, and autonomous bots How AI is closing the

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20:34

Millionaire Insurance Producer: Set More Appointments...

Agency Intelligence: The Insurance Podcast Network ·

2025/05/19

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

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42:36

Run Your Agency Like a Law Firm and Get Out of the...

Agency Intelligence: The Insurance Podcast Network ·

2025/05/14

In this throwback episode, originally aired on July 17, 2024, Brandon Schuh of Christensen Group challenges the traditional insurance model by asking: what if you ran your agency like a law firm?Brandon unpacks how positioning yourself as a trusted advisor—not a quote machine—can transform client relationships, streamline your sales process, and unlock long-term growth. Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies:

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14:50

The Law Of The Lid: Is It Holding You Back?

Agency Intelligence: The Insurance Podcast Network ·

2025/05/13

The future of insurance agencies isn’t about change—it’s about transformation. Jason Cass breaks down the AI-driven blueprint for 2030, redefining leadership, performance, and what it means to stay competitive. Key Topics: What the agency of 2030 will look like Redefining productivity with Revenue Per Human Layer Why transformation beats change in agency growth The Law of the Lid: Leadership Limits Effectiveness Scaling with Virtual Intelligence and smart hiring

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26:31

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

Agency Intelligence: The Insurance Podcast Network ·

2025/05/12

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 throwback 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

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46:52

GPP: The Core Principles of an Effective Sales...

Agency Intelligence: The Insurance Podcast Network ·

2025/05/07

David Sliman, CEO of Sales Proformance Consulting, is back! We dive deep into the core principles that drive a highly effective sales presentation. David has worked with hundreds of sales team to teach them how to set themselves apart. He covers: setting the agenda up front, separating a sales presentation from a sales proposal, thinking of objections as building blocks (not road blocks), and avoiding the dreaded "email it to me" request at all costs.Enjoy the episode! Episode

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27:50

My Day, My Week, By The Hour

Agency Intelligence: The Insurance Podcast Network ·

2025/05/06

In this episode of Agency Intelligence podcast, host Jason Cass pulls back the curtain on how he structures his day and week for maximum productivity. From 4 AM mornings to tight calendar control, he shares the real-life routines, delegation strategies, and mindset that keep his multiple ventures running smoothly. Key Topics: Delegating like a CEO: Jason's approach to hiring smart and letting go Building an executive team to scale across multiple ventures Why Parkinson’s Law is

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46:51

Stuff About Money: Episode 88: Parent PLUS vs....

Agency Intelligence: The Insurance Podcast Network ·

2025/05/06

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, welcomes back longtime guest and college funding expert John Hupalo from MyCollegeCorner.com. As Erik navigates the emotional rollercoaster of planning for his own child’s college costs, he brings listeners along for a candid conversation about the realities of paying for school when savings and cash flow aren’t enough. From the tension between dreams and debt to that Rodrigue Blue Dog artwork hanging behind John in New York, this

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35:38

Rough Notes Front Cover, May 2025: Doris "Dee"...

Agency Intelligence: The Insurance Podcast Network ·

2025/05/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Doris "Dee" Zampella, owner and principal of EAB Group, the agency featured on the May 2025 front cover of Rough Notes Magazine. Key Topics: A woman-founded agency growing across three generations Transitioning from personal to commercial and nonprofit focus Organic growth through referrals and relationships How mission-driven marketing elevated

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42:44

GPP: Andrew Atkinson - The Best Ways to Provide Value...

Agency Intelligence: The Insurance Podcast Network ·

2025/04/30

In this throwback episode, originally aired on September 1, 2022, Andrew Atkinson, Business Insurance Professional from INSURICA Southwest, joined the show to discuss the best ways to provide value to your clients, prospects, and your team.Andrew brings a thorough and practical understanding of commercial insurance, with a specialization in Workers’ Compensation. He works with clients to help them improve their Experience Modifier (E-Mod) rating, lower their total cost of risk, and win contracts

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32:56

The Scratch Agency: Builders Risk, Terrorism Coverage...

Agency Intelligence: The Insurance Podcast Network ·

2025/04/30

In this episode of the Scratch Agency podcast, hosts Stephen Turnbull and Shawn Fitzgerald welcome James Monreale, founder of SoundRisk LLC. The conversation covers James's journey in the insurance industry, the importance of building strong relationships with wholesalers, and the niche of builders risk and terrorism insurance. They discuss the significance of good submissions and explore the complexities of terrorism coverage in insurance. The episode emphasizes the value of communication and

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50:18

The Executive Sessions: Ryan Hanley, CMO of Linqura

Agency Intelligence: The Insurance Podcast Network ·

2025/04/29

In this executive session of Agency Intelligence, host Jason Cass sits down with Ryan Hanley, CMO of Linqura, for a bold conversation on evolving as a leader, letting go of ego, and how AI is transforming the insurance game. Ryan also opens up about parenting, culture, and what it really takes to grow. Key Topics: Navigating the seasons of leadership and evolving roles as businesses grow. Why shedding your ego is essential to leveling up as an entrepreneur. How diverse career

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14:52

The Scratch Agency: From Zoom to the Room |Spring...

Agency Intelligence: The Insurance Podcast Network ·

2025/04/23

We’re excited to welcome The Scratch Agency Podcast to the Agency Intelligence Podcast Network! Hosted by Stephen Turnbull and Shawn Fitzgerald, this show follows their real-time journey as scratch agency owners - sharing wins, challenges, and the mindset it takes to dig deep, believe in yourself, and own your future. In Episode 114, Shawn goes solo to share exciting updates and insights for agency owners and entrepreneurs. He dives into the growing impact of virtual employees, announces the

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2,030 results

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