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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

33:08

Millionaire Insurance Producer: Throwback: Your...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/12

Yes, indeed, your clients get solicited by other insurance agents all the time. During this policy renewal year, they are more likely to meet with those agents (your competitors!) to see if there are alternative options available to them to cut costs. Why? Because inflation, a lack of workers, and a hardening insurance market are forcing them to look at options in order to do nothing more than stay in business. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles

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39:28

Digital Insurance Pint: My Mollin ─ Guiding Us...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/11

What is guidewire and what makes it so popular? How can guidewire help the broker channel. The DIPP crew sit down with Amy Mollin, Head of Product Management at Guidewire to find out. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

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35:13

Agency Freedom: E139: Michael Wark On Outsourced...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/09

In this episode, James talks with Michael Wark, CEO of Trimline. To learn more about Trimline, visit https://trimline.co. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling

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48:11

Power Producers: Shoptalk with The Most Humble Man in...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/09

In this episode of The Power Producers Podcast, David Carothers sits down with Christian DeLozier, Business Risk & Insurance Advisor at Mike Keith Insurance. They discuss how insurance agencies merge, the role of company size in determining an agency’s worth, and strategies for expanding by partnering with others. Key Topics: The concept of mergers and acquisitions and multiple arbitrage in the insurance industry The impact of agency size on valuation multiples Strategies for growth through

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34:54

Millionaire Insurance Producer: How to Triple Your...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/08

How would you like to have a $2,500,000 Book of Business (commission)? Sure, we all would. Well, that's what my client--Guffy Wright--from The Mahoney Group was able to accomplish in less than five years after working with me for 1-on-1 coaching! If you're a P&C or EB producer struggling with Micro-Niche selection, differentiation, leveling-up, mindset issues, limiting beliefs, or not getting enough signed Broker of Record Letters from your prospects, then stay tuned. In this episode of the

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15:22

Stuff About Money: Changing lives through swimming...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/08

Hear how Margaret connects her 3 agency locations to different organizations she supports. And you do not want to miss her story about the Special Tigers swim team! Oh my goodness, grab your Kleenex. 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

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37:02

GPP: Setting Your Sales Team Up for Success with Nate...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/07

Nate Sannes, a Partner and Advisor at InCite Performance Group, joins the show to talk about successfully leading a sales team. When you're bringing on new risk advisors or insurance agents, how long does it take to train them? How are you measuring success? How are you setting them up for that success? Nate and Elliot dive into all this and more – all surrounding driving the outcomes you want at your firm. Enjoy the episode! Episode Links: Ellerbrock-Norris:

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55:27

Power Women In Insurance: Authenticity Through...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/07

In this episode of Power Women In Insurance, Teresa Kitchens and Kai Leach - Smith talk about her journey in insurance over the past two decades as a woman and a woman of color. She was able to help others along their journey and she is a huge inspiration for finding and being our authentic selves in this industry. Key Topics: Kai's unconventional entry into the insurance world Overcoming personal and professional challenges The transition from captive insurance to running an independent

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35:22

The MVP Podcast: Talkin' Tech with Danny Lawrence |...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/07

In this episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast, Co-Host Danny Lawrence sits down with Kiarra Walden. Kiarra Walden, the data guru, knows the real game-changers in business: data is not just about strategy, it's the blueprint for revenue. With her keen insights, she's turning raw information into dollars, proving that in today's world, data is not just a tool – it's the ultimate revenue engine. Key Topics: Kiarra discusses the significance of data and analytics in the

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42:07

Power Producers: Don't be Broke and Busted with...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/07

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Michael Charles, of RSC Credit Freedom Solution. Michael discusses the critical importance of credit in both personal and business contexts and its impact on the insurance industry and overall financial health. Key Topics: Michael Charles discusses the significance of understanding and leveraging credit for personal and business advancement The epidemic of debt in the U.S., particularly among college

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30:49

Kim Beach: Watch Out Here Comes InsureWomen!

Agency Intelligence: The Insurance Podcast Network ·

2024/02/06

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Kim Beach, Founder, and CEO at InsureWomen. Kim discusses the opportunities for women in the insurance industry and how her company, InsureWomen, provides a network to support both women who buy insurance and women who sell insurance. Episode Highlights: Kim shares her perspective on winning and losing. (5:50) Kim elaborates on how her skills have helped her get to where she is today. (7:05) Kim discusses her

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34:07

Millionaire Insurance Producer: Throwback: How to Be...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/05

You don't have to be the "best" insurance agent out there. (Please, read that again!) There are literally tens of thousands of insurance agents out there who prospect in your very own geographic territory. You don't need to be the best out of all of them. In fact, all you have to be is the better CHOICE of whichever agent the prospect is using to get quotes on their behalf for that renewal. That's it. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht

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34:02

Digital Insurance Pint: EDI & eDocs

Agency Intelligence: The Insurance Podcast Network ·

2024/02/04

EDI (Electronic Data Exchange) has been a standard way of transmitting data in many industries since the early days of business automation. It’s also a back bone of the insurance industry, with millions of policy transactions downloaded from carrier to broker each week. It also (still) doesn’t work right all the time. eDocs is a relatively new addition to the broker/carrier data exchange landscape, replacing paper & courier for many transactions. It is showing great potential for expense reduction

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56:15

Agency Freedom: E138: Randel Bennett On Incubating...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/02

In this episode, James talks with Randel Bennett, Principal Consultant at Qixent. To learn more about Qixent, visit https://qixent.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite

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21:41

Power Producers: Throwback: Plan Backwards

Agency Intelligence: The Insurance Podcast Network ·

2024/02/02

In this throwback episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck talk about how many people are effectively using their business planning, process planning, and most significantly, their behavior planning. Episode Highlights: David shares why a lot of people are utilizing business planning. (2:18) How would David put an effective action plan that's going to produce the results that he’s looking for? (6:24) David mentions an ideal prospect profile. (8:03) How

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13:18

Stuff About Money: Welcome to America with Michael...

Agency Intelligence: The Insurance Podcast Network ·

2024/02/01

Michael’s mom taught him to consider others who have less. Hear Michael’s heart for the refugee. “Withhold judgment until you hear other’s stories”. 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

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49:52

GPP: Connecting Culture and Technology with Big I's...

Agency Intelligence: The Insurance Podcast Network ·

2024/01/31

What intentionality are you bringing to your firm from a cultural perspective? Often culture is tied to office fun, hiring practices, and benefits offerings. But Chris Cline, Executive Director of Agents Council for Technology with Big I, walks through how technology plays a huge role in the experience you create – and the culture that develops at your company. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies:

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48:17

Power Producers: Relationships are More than Rows and...

Agency Intelligence: The Insurance Podcast Network ·

2024/01/31

In this episode of The Power Producers Podcast, David Carothers sits down with Roe Polczynski, Don Polczynski, and Cayla Carrillo of The AgencyCFO™. They discuss effective financial practices for insurance agencies, and strategies for better financial management and growth, valuable for anyone at the helm of an insurance agency. Key Topics: The evolution and rebranding of The AgencyCFO™ from its original business name, RD Advisory Group. The ideal client profile for The AgencyCFO™: Agencies with

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29:55

Stuff About Money: 2 Things Erik and Xavier Are Doing...

Agency Intelligence: The Insurance Podcast Network ·

2024/01/30

Better health and finances always top the charts for New Year's resolutions. Clearly, improving your health and finances are both noble causes that many value. But only 1% of Americans follow through on their resolutions! Is it even worth making resolutions? For this reason, in this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, share one piece of advice they would give to anyone wanting to better their finances and one thing they are each doing

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51:16

Andy Mathisen: We Are Going To Space And Taking...

Agency Intelligence: The Insurance Podcast Network ·

2024/01/30

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Andy Mathisen, Co-Founder, and CMO of GloveBox. Andy talks about his approach in the insurance industry and what we should know about GloveBox. Episode Highlights: What has contributed to Andy’s success, skill or luck? (8:17) Andy mentions the last book he read. (8:32) Andy shares his background. (13:03) Andy shares how GloveBox was created. (17:52) Andy mentions how they work on the API. (22:00) Andy

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2,091 results

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