x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

39:54

Grow Your Book with a New Workers’ Comp Program in Ohio!

Agency Intelligence: The Insurance Podcast Network ·

2026/01/09

In this episode of Insurance Shop Talk, host Eric Stein introduces a game-changing workers’ compensation opportunity for P&C agents in Ohio and surrounding states. With Ohio’s monopolistic system long limiting agent participation, a newly approved Alternate Employer Organization (AEO) program now allows agents to earn ongoing commission while delivering meaningful cost savings and improved claims management for their clients. Eric breaks down how the program works, who it’s best suited for,

en

48:44

Recruiting Is Broken in Insurance Here’s the New...

Agency Intelligence: The Insurance Podcast Network ·

2026/01/08

In this episode of Insurance Shoptalk, host Eric Stein sits down with Walter Sabrin of Venture Employer Services for a wide-ranging conversation on the realities of hiring, recruiting, and retaining talent in today’s insurance agency environment. Drawing on decades of experience, Walter breaks down why agencies should always be recruiting, how internal referral programs and small-scale job fairs can deliver outsized results, and why traditional job boards often fail to reach the best candidates

en

30:34

Rough Notes Front Cover, January 2026: Jeff and Eboné...

Agency Intelligence: The Insurance Podcast Network ·

2026/01/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jeff and Eboné Granger, Managing Partners at Granger Financial, the agency featured on the January 2026 front cover of Rough Notes Magazine. Key Topics: The significance of being featured on the front cover of Rough Notes Magazine Building the agency from the ground up during COVID and scaling intentionally over time Expanding beyond insurance into multiple

en

43:05

Stuff About Money: Episode 99: Should You Wait to...

Agency Intelligence: The Insurance Podcast Network ·

2025/12/31

In this episode of Stuff About Money They Didn’t Teach You in School, Erik Garcia is joined by Miles Clark, Senior Analyst at Nasdaq Dorsey Wright, to explore a simple but important question: what’s better—time in the market or timing the market? The conversation opens with a long-term look at how markets have behaved over multi-decade periods and what that data can teach investors when they’re deciding what to do with new money, especially when markets are sitting at or near all-time highs. From

en

36:28

Stop Buying Hammers, Start Solving Problems

Agency Intelligence: The Insurance Podcast Network ·

2025/12/30

What if every phone call your agency receives could tell you exactly how customers feel and how your team is performing? Jason Cass sits down with Winston Smith, CEO of Bridge Insure and Magellan Insure, to unpack how call intelligence is reshaping agency operations. The discussion explores why phone systems are more than dial tone, how real insights surface from everyday conversations, and why focusing on customer happiness and employee productivity creates a clearer picture of agency

en

10:19

Stuff About Money: Episode 98: Plan Before Life...

Agency Intelligence: The Insurance Podcast Network ·

2025/12/17

In this solo episode of Stuff About Money They Didn't Teach You in School, Xavier Angel, CFP®, ChFC®, CLTC, steps behind the mic to wrestle with a tough truth: planning isn’t optional, not if you want control over your future. Fresh off his conversation with Giovanni Arenas about Gio’s life-threatening condition and remarkable double lung transplant, Xavier gets another call that hits just as hard. A dear friend's cancer has returned, and with it comes the realization that he never put proper

en

30:32

Millionaire Insurance Producer: If You Offer Quotes...

Agency Intelligence: The Insurance Podcast Network ·

2025/12/15

I know you probably work only on signed BOR ... right? Well, sometimes you might be tempted to offer quotes to a prospect (aka: Non-Client; someone who doesn't trust you yet) who won't sign the BOR over to you. Should you still work on that account and offer a quote, or should you push the "pause button" and try again next year? Well, it all depends on whether or not you can get the prospect to give you three things first. In this episode, host Charles Specht shares what three things you should

en

29:21

The Executive Sessions: Francisco Lopes, CEO Of...

Agency Intelligence: The Insurance Podcast Network ·

2025/12/09

Pressure on agency call volume has never been higher, and the gap between what teams can handle and what clients expect is widening fast. In this Executive Sessions conversation, Jason Cass sits down with Francisco Lopes, Founder and CEO of Sonant AI, to unpack how AI voice technology is transforming call handling, reducing repetitive tasks, and freeing teams to focus on higher-value work. Their discussion breaks down real adoption challenges, workflow design, routing logic, and the future impact of

en

36:00

Jackson Fregeau: Scaling Policy Review And Client...

Agency Intelligence: The Insurance Podcast Network ·

2025/12/04

Where does agency efficiency go when AI begins handling the repetitive steps teams have battled for years?Jason Cass explores that shift with Jackson Fregeau, Co-Founder and CEO of Quandri, as they break down how a renewal intelligence platform can analyze policies, trigger quoting based on premium changes, and create contextual client communication automatically. Their discussion highlights how these capabilities free up staff to spend more time with clients while opening the door to new levels

en

15:31

Stuff About Money: Episode 97: Your Goals Need a Reframe

Agency Intelligence: The Insurance Podcast Network ·

2025/12/03

In this solo episode of the Stuff About Money podcast, host Erik Garcia, CFP®, ChFC®, BFA™ sits down for a candid one-on-one about goals. Not the shiny, New-Year’s-resolution kind, but the messy, honest kind we whisper to ourselves when no one’s listening. Erik shares two personal moments that reshaped how he thinks about goal setting, including the year Dr. Matt Morris bluntly told him, “You just made a bad goal,” and the overly ambitious golf objective that nearly convinced him to quit the game

en

26:07

The Executive Sessions: Doug McElhaney, Chief...

Agency Intelligence: The Insurance Podcast Network ·

2025/12/02

Leadership is shaped in the moments when uncertainty meets opportunity. Jason Cass sits down with Doug McElhaney, Chief Strategy Officer at Applied Systems, for an Executive Sessions discussion at the Applied Conference, where Doug breaks down how strategic clarity guides agencies through rapid technological change. Drawing from his years at McKinsey and his work at Applied Systems, he shares the decisions, mentors, and personal experiences that continue to influence his approach to leadership

en

28:42

Rough Notes Front Cover, December 2025: Mark Rodgers,...

Agency Intelligence: The Insurance Podcast Network ·

2025/12/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Mark Rodgers, Founder of Trailstone Insurance, the agency featured on the December 2025 front cover of Rough Notes Magazine. Key Topics: Mark’s reaction to being selected for the Rough Notes Magazine front cover Trailstone’s growth from a small agency to a large operation after shifting strategy in 2017–2018 Building automation in 2019 and writing more

en

19:07

The Executive Sessions: Ashim Khurana, Chief...

Agency Intelligence: The Insurance Podcast Network ·

2025/11/25

What happens when experience, resilience, and strategic discipline converge inside a rapidly evolving insurance ecosystem?Jason Cass sits down with Ashim Khurana, COO of Cogneesol, for an Executive Sessions conversation that explores how a 25-year industry leader balances instinct, data, technology, and people. Drawing from work across global operations, insurance services, and Cogneesol’s transition into IT-enabled solutions, Ashim breaks down the mindset required to lead teams, solve problems,

en

32:41

Insurance Shoptalk: AI-powered Training & Client...

Agency Intelligence: The Insurance Podcast Network ·

2025/11/20

In this episode of Insurance Shoptalk, host Eric Stein sits down with Vlada Lotkina, CEO and co-founder of SUPERAGENT, to explore how AI is changing the way P&C agencies train and scale their sales teams. Vlada breaks down how SUPERAGENT’s AI personas create realistic roleplay for new producers, how the real-time sales co-pilot improves conversion rates for experienced reps, and how their outbound AI agent can qualify leads, gather data, and follow workflows with almost no integration. She also

en

33:47

Stuff About Money: Episode 96: Faith, Finances, and...

Agency Intelligence: The Insurance Podcast Network ·

2025/11/19

In this moving episode of the Stuff About Money They Didn’t Teach You in School podcast, Xavier Angel, CFP®, ChFC®, CLTC, sits down with Giovani Arenas, business partner of Erik Garcia, CFP®, BFA™, ChFC®, at Garcia Insurance Services, to talk about life, death, and everything in between. Gio, who received a double lung transplant just two years ago, shares his remarkable story of resilience and faith. From being told as a child that he wouldn’t live past 40 to defying all odds and thriving in his

en

34:48

The Executive Sessions: Peter Van Aartrijk, Senior...

Agency Intelligence: The Insurance Podcast Network ·

2025/11/18

How do you build a 26-year career around storytelling, culture, and servant leadership while staying relevant through every wave of change?Jason Cass sits down with Peter Van Aartrijk, Senior Vice President at Aartrijk, for an Executive Session recorded live at Applied Net in Las Vegas. From his early years as a journalist to building a respected insurance branding firm, Peter shares the mentors, moments, and lessons that shaped his leadership. Together, Jason and Peter explore the evolution of

en

64:45

Insurance Shoptalk: Learn How P&C Agencies Utilize...

Agency Intelligence: The Insurance Podcast Network ·

2025/11/14

Would your P&C agency benefit from nearshore or offshore back-office solutions? Find out more in this episode of Insurance Shoptalk! In this episode, host Eric Stein is joined by guests Mark Stetson and Henderson Watkins from Solvo Global. They share more about Solvo Global and their many services for P&C agencies, like processing certificates, scrubbing accords, forwarding policy information, and handling reinstatements and cancellations. Eric, Mark, and Henderson also delve into the differences

en

28:49

Millionaire Insurance Producer: The Two Careers of an...

Agency Intelligence: The Insurance Podcast Network ·

2025/11/13

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

en

32:37

Building The Next Generation Of Producers With David...

Agency Intelligence: The Insurance Podcast Network ·

2025/11/13

What happens when one of the industry’s most influential voices decides to rebuild from the ground up? Jason Cass sits down with David Carothers, Founder of Florida Risk Partners and Creator of The Protégé, for a conversation that dives into what it really takes to evolve. David shares how his agency found explosive growth in personal lines, why transparency is the new superpower in carrier relationships, and how mentorship, leadership, and technology are shaping the next era of independent

en

46:37

Insurance Shoptalk: Turning Cat Risk into Commission:...

Agency Intelligence: The Insurance Podcast Network ·

2025/11/12

In this episode of Insurance Shoptalk, host Eric Stein sits down with Terry McLean, CEO of SageSure, to discuss how the company has built one of the largest independent property insurance platforms serving catastrophe-exposed markets. Terry shares insights into navigating the hardest property market in decades, managing risk in wildfire and coastal regions, and balancing technology with hands-on underwriting and claims operations. From Florida’s ENS market to California’s wildfire challenges, this

en

2,065 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...