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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

23:14

The Executive Sessions: Daniel Hom, Chief Technology...

Agency Intelligence: The Insurance Podcast Network ·

2025/11/04

Technology is reshaping insurance and redefining leadership. Jason Cass welcomes Daniel Hom, Chief Technology Officer at Symphony Risk Solutions, for an Executive Session live from NetVu Accelerate. Together, they explore how the rapid pace of AI, cybersecurity, and automation are transforming the industry, and why the next generation of agency leaders must think like technologists as much as business builders.Key Topics: Daniel shares his 25-year journey in insurance technology and rise to

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29:06

Rough Notes Front Cover, November 2025: Brett...

Agency Intelligence: The Insurance Podcast Network ·

2025/11/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Brett Merrill, CEO of Merrill Insurance, the agency featured on the November 2025 front cover of Rough Notes Magazine. Key Topics: The honor of Merrill Insurance being featured on Rough Notes Magazine Carrying forward a century-old family agency and honoring his father’s legacy Building an agency culture rooted in relationships and community impact

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34:35

The Executive Sessions: Keith Savino, Managing...

Agency Intelligence: The Insurance Podcast Network ·

2025/10/28

Executive Sessions focus on the person behind the position, and that’s exactly what happens here. Jason Cass sits down with Keith Savino, Managing Partner at Trucordia, live at Accelerate. With over three decades in the business, Keith shares lessons from his journey through five agencies, the evolution of insurance tech from green screens to AI, and why servant leadership and collaboration still drive the industry forward. Key Topics: The insurance industry’s “inside baseball” pace and why

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57:40

Stuff About Money: Episode 94: When Money Haunts You...

Agency Intelligence: The Insurance Podcast Network ·

2025/10/22

In this Halloween-themed episode of Stuff About Money They Didn’t Teach You in School, host Erik Garcia, CFP®, ChFC®, BFA™ is joined by Dr. Matt Morris and first-time guest Stephanie Osborn for a fun and insightful conversation about fear, especially the fear of money. The trio starts by sharing their thoughts on scary movies (and why Erik can’t stand them) and explores some New Orleans lingo about what it really means to call someone “scary.” From there, they draw parallels between the things that

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41:45

The Executive Sessions: Ryan Westerman, President at...

Agency Intelligence: The Insurance Podcast Network ·

2025/10/21

The Executive Sessions: Ryan Westerman, President at AndDoneExecutive Sessions are all about humanizing the C-suite, and this one does just that. Jason sits down with Ryan Westerman, President at AndDone, to talk about his path from physics major to payments innovator, the lessons that shaped his leadership, and how AndDone is changing the way agents get paid. What starts as a career story unfolds into an honest look at communication, responsibility, and the human side of leading a growing

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63:19

Insurance Shoptalk: Hear How Pay-as-you-go GL and...

Agency Intelligence: The Insurance Podcast Network ·

2025/10/17

In this new episode of Insurance Shoptalk, join host Eric Stein and guest Jim Urseth, president of Reliable Premium Management (RPM), for a deep-dive into their pay-as-you-go solutions. RPM has many unique offerings, including a pay-as-you-go general liability program billed by payroll instead of the company’s revenue. Their pay-as-you-go offerings also include Workers’ Compensation programs, with superior options, flexibility, and benefits like easy implementation, a simplified audit experience,

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29:21

The Executive Sessions: Jason Sanders, COO & Senior...

Agency Intelligence: The Insurance Podcast Network ·

2025/10/16

When clarity meets compassion, leadership becomes legacy. Jason Cass sits down with Jason Sanders, COO and Senior Vice President at IPFS, for an Executive Session that uncovers how a people-first mindset can shape an entire organization. From starting in the mailroom to building one of the industry’s most respected leadership programs, Jason shares how structure, service, and culture drive both his success and IPFS’s future.Key Topics: Jason’s rise from the mailroom to COO at IPFS and what

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68:08

Insurance Shoptalk: Hear About the Flexible Pricing...

Agency Intelligence: The Insurance Podcast Network ·

2025/10/15

In this episode of Insurance Shoptalk, explore the world of human resources (and more!) with host Eric Stein and special guest host Ryan Floyd. Eric and Ryan talk with David Ainsworth and David Bell from Zynergia, a trusted HR partner that offers a variety of services, including payroll, benefit management, risk management, and more. They discuss Zynergia’s the coverage, features, and benefits of their unique programs, especially their PEO and Workers’ Compensation offerings. To learn more about

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32:52

Stuff About Money: Episode 93: Can You Afford to...

Agency Intelligence: The Insurance Podcast Network ·

2025/10/08

In this episode of Stuff About Money They Didn’t Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™, and Xavier Angel, CFP®, ChFC®, CLTC, tackle one of the most important yet often overlooked financial topics: long-term care. The conversation kicks off with a laugh as Erik shares how Xavier nearly got himself kicked out of a professional study group for challenging the conventional wisdom around long term care insurance. That sets the stage for a lively discussion about why this issue matters so

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35:55

The Executive Sessions: Frank Friedman, CEO &...

Agency Intelligence: The Insurance Podcast Network ·

2025/10/07

What shapes a leader who has spent decades at the highest levels of business? Jason sits down with Frank Friedman, CEO & President at IPFS, for an Executive Session that blends personal stories with industry insight. From mentors who made a difference to premium financing, payments innovation, and the future of insurance tech, this conversation highlights the human side of leadership.Key Topics: Early career mistakes that shaped Frank’s leadership style The mentors who stood behind

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34:13

Austin Moorhead On Turning Hard Work Into Agency...

Agency Intelligence: The Insurance Podcast Network ·

2025/10/02

What happens when a State Farm agent decides he’s not cut out for the captive world and instead builds a tech empire supporting $2B in premium? Jason Cass sits down with Austin Moorhead, Founder of Lava Automation to unpack that journey. Key Topics: Austin’s leap from State Farm to automation and his “lightbulb moment” with Keap Growing from a side project into 350+ virtual assistants powering $2B in premium Balancing hard work, family, and redefining success in the agency tech

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28:18

Rough Notes Front Cover, October 2025: Jackson Rollo,...

Agency Intelligence: The Insurance Podcast Network ·

2025/10/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jackson Rollo, President at Rollo Insurance, the agency featured on the October 2025 front cover of Rough Notes Magazine. Key Topics: The honor of being featured on the Rough Notes Magazine front cover Carrying forward a family agency legacy while creating new impact Jackson’s journey from aspiring attorney to agency president The “God, Family,

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50:55

The Executive Sessions: Ryan Hanley, President of...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/30

We’re bringing back a powerful Executive Session with Ryan Hanley, who at the time of this recording was CMO at Linqura (and is now the company’s President). In this replay, Ryan opens up about his journey from small-town beginnings to industry leadership, sharing raw insights on humility, resilience, and the seasons of business leadership. He and Jason dig into AI’s role in reshaping insurance, why data accuracy and security can’t be overlooked, and the surprising parallels between leading a

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32:43

Stuff About Money: Episode 92: Backwards Planning:...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/23

In this episode of Stuff About Money They Didn’t Teach You in School, hosts Erik Garcia, CFP®, BFA™, ChFC®, and Xavier Angel, CFP®, ChFC®, CLTC, dive into what they call “backwards planning.” Erik shares a story about driving his daughter to college, where the destination was clear but the journey allowed for meaningful detours that still aligned with their ultimate goal. This idea of starting with the end in mind sets the stage for a conversation about how clarity in your future direction

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25:41

The Executive Sessions: Rushang Shah, Chief Marketing...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/23

What does marketing look like when it’s less about pushing products and more about building trust? Jason sits down with Rushang Shah, Chief Marketing Officer at HawkSoft, for an Executive Session about trust-driven marketing, lessons from the early tech world, and how a purple cow became the company’s most recognizable symbol. Key Topics: Why HawkSoft views marketing as building trust, not promotion The family story behind HawkSoft’s 30-year growth journey How Rushang’s tech

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34:24

Toby Hung: Why People Still Matter In An AI-Driven...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/18

What happens when the next generation of InsurTech leaders blends efficiency with servant leadership? Jason Cass sits down with Toby Hung, Co-Founder & COO of 1Fort, to talk about AI-driven automation, the future of agency workflows, and why people, not just technology, remain at the center of insurance.Key Topics: Toby shares 1Fort’s vision as an all-in-one AI solution for commercial agencies Automating submissions and proposals with AI to save time and money Why productivity

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50:31

Insurance Shoptalk: P&C Agents Can Combine 20+...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/17

In this episode of Insurance Shoptalk, join host Eric Stein and guest Vladimir Vladimirov for an in-depth exploration of NowCerts and their cloud-based integration CRM and agency management system, Automate 365. In this episode, NowCerts system manager Vladimir talks though the many uses and benefits of Automate 365, including the system’s ability to assist P&C agents with task like online quoting, sales, marketing, customizable reporting, and workflow automations. To learn more about NowCerts,

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29:02

The Executive Sessions: Sean Hawkins, Co-Founder And...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/16

Executive sessions are all about pulling back the curtain, and this one does just that. Sean Hawkins, Co-Founder and VP of Development at HawkSoft, joins Jason to share how a farm kid turned programmer helped build one of the industry’s most trusted systems. From navigating shiny tech trends to keeping data ownership and people first, Sean’s story shows why HawkSoft’s culture continues to stand out. Key Topics: Sean’s early programming roots and the origins of HawkSoft with his dad Why

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54:48

Insurance Shoptalk: The New Ohio Workers' Comp...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/15

Ohio Workers’ Comp Just Changed – Here’s What Agents Need to Know: In this episode of Insurance Shoptalk, host Eric Stein talks with Bob Butts, Chief Risk Officer at Alternative Comp Solutions (ACS), about a major change in Ohio’s workers’ compensation market. For the first time, agents can now sell workers’ comp in Ohio and earn commission, thanks to Senate Bill 2011 and approval by the Ohio Bureau of Workers’ Compensation. Bob explains how ACS is leading the way with an Alternative

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32:06

Millionaire Insurance Producer: Success Comes AFTER...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/15

Are you disgusted yet? Yes, disgusted! But, disgusted with your own personal sales results, more specifically. I mean, at the end of the day, nothing will get better until you become disgusted enough with the results you've been getting that you then implement change and do something different. It really is that simple. Building a $1,000,000 or more Book of Business through a signed Broker of Record Letters is really that simple. That hard, but also that simple. In today's episode, host Charles

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