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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

51:52

Power Producers: New York's Leading Lady with Lisa...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/28

In this episode of The Power Producers Podcast, David Carothers interviews Lisa Lounsbury, President & CEO of the Big I New York & Big I Connecticut and Co-Founder and President of Board of Directors at Catalyit. Lisa discusses the transformative impact of mentorship, the necessity of legislative advocacy, and the influence of technology and innovation on the insurance industry. Key Topics: Lisa Lounsbury’s deep-rooted family history in the insurance industry Lisa Lounsbury’s evolution of careers

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47:09

Stuff About Money: Basics of Estate Planning for...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/27

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, are joined by Attorney at Law Ryan McBride to discuss the basics of estate planning. They discuss what estate planning is, the importance of beneficiary designations on life insurance and retirement accounts, and finally one of the core tools used in estate planning, a will. Episode Highlights: Ryan shares his non-linear journey to becoming an attorney, starting from pre-med to obtaining a

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29:55

Loss Run Pro Is Awesome And My Team Is A Daily User

Agency Intelligence: The Insurance Podcast Network ·

2024/02/27

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Brenden Corr, Senior Director of Business Development at Loss Run Pro. Brenden discusses how their simple and easy-to-use subscription software service helps insurance professionals. Brenden and Jason also discuss the software's influence on Jason's agency. Episode Highlights: Brenden shares that he is an iPhone user and the last application he downloaded is about the NFL playoffs. (3:00) Brenden explains that he

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36:09

Millionaire Insurance Producer: Throwback: How to...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/26

Could you write $250k of new business commission in the next twelve months? I think you can ... And here's how! There are three main things you need to do in order to successfully write a quarter of a million dollars in commission this next year. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht breaks down the step-by-step process of how you can do this and how you can get every agent at your agency to do the same thing as well. Episode

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45:31

Agency Freedom: E141: McKlane Bobbitt On...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/23

In this episode, James talks with McKlane Bobbitt, Owner of Lone Star Equity. To learn more about Lone Star Equity, visit http://www.txlonestarequity.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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29:47

Power Producers: The Paskins Sessions 2

Agency Intelligence: The Insurance Podcast Network ·

2024/02/23

In this episode of The Power Producers Podcast, David Carothers sits down with Bob Paskins as they discuss the process of identifying potential leads to converting them into committed prospects. They break down the journey, offering key strategies for enhancing your sales approach. Key Topics: The importance of moving from suspect to prospect in the sales cycle Utilizing the "Rule of Two Thirds" for effective communication with potential buyers The significance of listening with the intent to

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25:47

Millionaire Insurance Producer: Clearly Defining Your...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/22

If you have not yet CLEARLY DEFINED what your ideal client both is and is not then you're probably making only $0.50 on the $1 of what you could be earning. That's right. Not clearly defining your ideal client is costing you money -- a lot of money! You not only need to know what you will say "Yes!" to but also what you will say "No!" to in order to enjoy million-dollar success. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht explains how to define your ideal

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18:47

Stuff About Money: Serving Veterans With Rob Bowen

Agency Intelligence: The Insurance Podcast Network ·

2024/02/22

Rob is passionate about veterans. Hear how he meets their needs, from mental health to dressing nicely. Thank you for your service. Welcome to "Insurance Professionals Are Givers," a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence of Erik's fifth pillar of financial security: "Give To Others." Dive into engaging conversations with diverse insurance professionals as they share their journeys of creating legacies for their families and leaving a meaningful

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41:00

GPP: Grow Your Insurance Agency's Marketing Presence...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/21

Where do you begin when marketing your insurance agency? With limited time, budgets and expertise, it can be hard to stand out among the competition. This week, Cameron Carlow, Chief Marketing Officer at Ellerbrock-Norris, joins the show to talk through the essentials for a growing agency, from brand awareness to lead generation and closing the sale. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies:

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23:18

Power Women In Insurance: Leading Innovative...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/21

In this episode of Power Women In Insurance, Teresa Kitchens is joined by Joyce Segall. Joyce is with Pattern Insurance and they are thinking outside the box in new ways to serve our community through insurance. Key Topics: Joyce Segall's unconventional path to the insurance industry The emergence of Pattern Insurance and its role in modernizing insurance offerings Exploring embedded insurance and its impact on consumer experiences The challenges and successes of implementing technology in

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72:28

Power Producers: Alaska Trip Recap

Agency Intelligence: The Insurance Podcast Network ·

2024/02/21

In this episode of The Power Producers Podcast, David Carothers alongside Daniel Seong, Aron Robertson, and Grayson Carothers, dive into the exhilarating recount of their bucket list trip to Alaska. They discuss the unforgettable adventures, challenges, and camaraderie experienced in the Alaskan wilderness, from deep sea fishing to close encounters with the local wildlife and the profound impact of stepping out of their comfort zones. Key Topics: Overview of the Alaskan adventure The significance

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50:26

Nyasha Gutsa: A Story Of Skill And Luck, A Story Like...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/20

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Nyasha Gutsa, CEO at Billy. Jason and Nyasha discuss: Nyasha’s journey from Zimbabwe to the United States and how it all started with a penpal. Nyasha’s experience in private aviation as a pilot. The inspiration behind Billy, the end-to-end insurance platform for construction. Nyasha’s thoughts on what’s ahead for Billy and for the industry as a whole. Key Quotes: "I think the analogy to that is, sometimes the

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49:29

Agency Freedom: E140: Keenan And Jessica On Farm And...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/16

In this episode, James talks with Jessica Holder, and Keenan Rice, Owners of Eclipse Insurance Agency. To learn more about Eclipse Insurance Agency visit https://www.eclipseinsure.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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23:41

Power Producers: The Paskins Sessions 1

Agency Intelligence: The Insurance Podcast Network ·

2024/02/16

In this episode of The Power Producers Podcast, David Carothers sits down with Bob Paskins, a speaker, business consultant, and sales strategist. David and Bob discuss the importance of keeping sales strategies simple and provide listeners with practical tips for enhancing their sales approach. Key Topics: The importance of simplifying the sales process Definition and significance of a lead in the sales pipeline Effective strategies for setting meetings and engaging prospects The role of

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18:12

Stuff About Money: Going Where Others Won’t With...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/15

Hear how at an early age, giving to others was instilled in Mohamad as a value. He’s driven to make a positive impact in the lives of others the way THEY need to be helped. Welcome to "Insurance Professionals Are Givers," a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence of Erik's fifth pillar of financial security: "Give To Others." Dive into engaging conversations with diverse insurance professionals as they share their journeys of creating legacies

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45:44

GPP: Using a Marketing-First Mindset to Grow a Book...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/14

Brett Young, CEO of Erb and Young, joins us for another crossover episode. This time, we're covering the baseline skills you need to develop ask you're growing your book of business. Where do you start? What is your focus – or, more importantly, what are you NOT going to do. From overcoming capacity issues to marketing yourself, we cover how we've taught risk advisors to grow and thrive. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth

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34:55

Power Women In Insurance: Marriage, Family and Agency...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/14

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Beth and Grayson Thompson. Beth and Grayson Thompson are an amazing couple building an agency that allows them to live life on their terms. They talked about working with your spouse, overcoming challenges, working with team members, and capitalizing on the strengths of the two to make a great symbolic relationship between work and home. Key Topics: Beth and Grayson Thompson’s journey into the insurance industry The

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54:29

Power Producers: Fishing in the Blue Pond with Pranav...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/14

In this episode of The Power Producers Podcast, David Carothers sits down with Pranav Pasricha, Managing Principal at Bluepond Capital. Pranav discusses Bluepond’s new product called the BrokerCoPilot platform which aims to improve efficiency and accuracy by assisting insurance agents, brokers, and wholesalers with various tasks using AI technology. Key Topics: Pranav Pasricha's extensive experience in the insurance industry and his role in developing early digital platforms for brokers and

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41:51

This Agency Is Everyone's Legacy

Agency Intelligence: The Insurance Podcast Network ·

2024/02/13

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Jonnie Anderson Owner, and Olivia Hein Owner and Producer of Legacy Insurance Partners. Olivia and Jonnie discuss how they were able to build a women-owned and operated agency that is passionate about helping its clients completely understand their insurance coverage and helping to protect them from the unexpected. Episode Highlights: Olivia shares that she is an iPhone user, and Jonnie is an android user, and both

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35:40

Stuff About Money: Making Each Other Better

Agency Intelligence: The Insurance Podcast Network ·

2024/02/13

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, take you on a trip down memory lane. They reminisce on how they first met (it has something to do with shoe shopping) and how Xavier ended up joining the Plan Wisely Wealth Advisors team. They share how they ended up developing their business model to deliver ongoing financial advice to clients. Erik shares his one-page monthly business plan. And finally, Xavier shares a little bit about his

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2,091 results

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