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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

34:36

Stuff About Money: Episode 103: 3 Myths About...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/25

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® begin a two-part series on how wealth is actually built and why it often looks boring in real life. In Part 1, they tackle three common myths that derail people before wealth ever has a chance to compound. From the belief that wealth is built by luck or big breaks, to the assumption that it is reserved for the privileged few, to the misconception that a high

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38:35

The Future Of Communication: AI And Voice Technology...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/24

In this episode, Jason Cass and Joel Poythress discuss the evolution of telecommunications, the impact of AI on customer interactions, and the future of communication technology. They explore how AI is transforming the industry, the importance of sentiment analysis, and the potential for voice prints in authentication. The conversation also touches on security concerns, the decline of voicemail, and the role of AI in enhancing business reputation and efficiency.Key Topics: The Evolution of

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39:05

Insurance Shoptalk: New Revenue Stream for P&C...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/23

Healthcare costs are no longer just a line item — they’re a growing liability for employers. In this episode of Insurance Shoptalk, host Eric Stein sits down with Brandy Thompson, CEO of BenefitBay, to explore how ICHRA (Individual Coverage Health Reimbursement Arrangements) is reshaping the way larger employers approach employee benefits. With renewal volatility, self-funded risk exposure, fiduciary pressure, and increasing administrative burden, many CFOs and HR teams are feeling squeezed from

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44:14

Insurance Shoptalk: Scaling P&C Agencies Without...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/19

Insurance agencies don’t just need more people — they need smarter operations. In this episode of Insurance Shoptalk, Eric Stein sits down with Travis MacMillian of Xceedance to unpack how automation, AI, and strategic back-office support can completely transform the way property & casualty agencies operate. From policy checking and COI management to remarketing, loss runs, endorsements, accounting reconciliation, and even claims coordination — Travis explains how agencies can eliminate repetitive

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31:55

Revolutionizing Insurance: The Power of Homebot Lead...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/17

In this episode of the Agency Intelligence Podcast, Jason Cass and Andy Mathisen discuss the evolution of lead generation in the insurance industry, focusing on innovative strategies and tools like Homebot that bridge the gap between real estate and insurance. They explore the importance of personalization, data analytics, and building relationships with referral partners to enhance agency growth. The conversation also touches on the challenges and opportunities in the current market, emphasizing

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20:05

Millionaire Insurance Producer: Don't Play...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/12

Too many insurance producers are playing Pat-A-Cake with their insurance careers. They're not taking seriously the need to focus, to get prepared, to see what works and pivot as needed, etc. They're just wingin' it, throwing mud against the wall to see what sticks. But you don't want to play Pat-A-Cake with your commission check.In this episode, host Charles Specht explains what both producers and agency leaders need to do to get serious about winning in order to build a $1,000,000 or more Book

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41:09

Stuff About Money: Episode 102: What 100...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/11

In this milestone episode of Stuff About Money They Didn’t Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™, and co-host Xavier Angel, CFP®, ChFC®, CLTC®, reflect on what they’ve learned after reaching 100 episodes of honest, practical money conversations. This episode looks back at why the podcast started, the gaps in financial education that inspired it, and the themes that kept showing up again and again in conversations with clients, guests, and listeners. Erik and Xavier share the

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30:37

Millionaire Insurance Producer: Convincing Your...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/02

In this episode of the Millionaire Insurance Producer Podcast, host Charles Specht discusses the challenges insurance agents face in prospecting and securing exclusive access to markets. He emphasizes the importance of understanding the insurance buyer's perspective, the necessity of Micro-Niching to stand out, and the common issue of agents presenting only one quote in their proposals. Charles advocates for positioning yourself as a "multiple quote option producer" to build trust and ultimately win

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30:19

Rough Notes Front Cover, February 2026: Andrew Cowan...

Agency Intelligence: The Insurance Podcast Network ·

2026/02/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Andrew Cowan and Dave Taylor of FirstMark Insurance Group, the agency featured on the February 2026 front cover of Rough Notes Magazine. Key Topics: From Farmers agents to independent: Andrew and Dave's leap into FirstMark in 2013 Bootstrapping for seven years and choosing people over profit to fuel growth Transitioning to 100% remote operations after COVID

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30:56

Stuff About Money: Episode 101: King Cake and the...

Agency Intelligence: The Insurance Podcast Network ·

2026/01/28

In this solo episode of the Stuff About Money podcast, Erik Garcia CFP®, BFA™, ChFC®, reflects on King Cake season in New Orleans, an annual reminder that some things are wonderful precisely because they don’t last forever. Between questionable calorie intake and the collective sugar coma that sweeps the city, Erik is grateful that King cake is a season, not a lifestyle. That rhythm sparks a bigger conversation about money and how so much of our financial stress comes from forgetting that money,

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34:24

Unlocking Insurance Accounting: Insights From...

Agency Intelligence: The Insurance Podcast Network ·

2026/01/27

In this episode of the Agency Intelligence Podcast, host Jason Cass welcomes guests Daniel Garzella, CEO of Darkhorse Insurance Brokers and Jason Massey, Vice President of Finance and Accounting at Insurance Accountants to discuss the unique challenges of insurance accounting. Daniel shares his journey from running a retail brokerage to founding an insurance accounting company, highlighting the difficulties he faced in finding suitable accounting solutions tailored to the insurance industry. Jason

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29:13

Celebrating The Life Of Walt Gdowski

Agency Intelligence: The Insurance Podcast Network ·

2026/01/20

This episode of the Agency Intelligence Podcast is a heartfelt tribute to Walt Gdowski, a significant figure in the insurance industry and the former CEO of Rough Notes. Jason Cass and Roger Sitkins reflect on Walt's life, his contributions to the industry, and the personal memories they shared with him. They discuss his leadership style, his commitment to community service, and the high standards he set for the industry. The conversation highlights the importance of relationships in business

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33:51

Millionaire Insurance Producer: Things Highly...

Agency Intelligence: The Insurance Podcast Network ·

2026/01/19

There are definitely things that the most highly successful insurance producers do in order to ensure victory when selling insurance. Some are easier than others, but almost all of them can be done by new(er) producers as well. If you want to build a $1,000,000 or more Book of Business, you need to begin implementing these things the most successful producers do. What are these things, you ask? Well, that's what host Charles Specht will teach you about in this podcast episode. Moreover, be sure

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52:03

Stuff About Money: Episode 100: Caring for Aging...

Agency Intelligence: The Insurance Podcast Network ·

2026/01/14

In this episode of Stuff About Money They Didn’t Teach You in School, Xavier Angel, CFP®, is joined by Shannon Mehaffey Ory, Owner and Senior Care Consultant at Avila Senior Advisors, for an honest conversation about something every family will face but few feel prepared for: caring for aging parents. Whether care needs change slowly or arrive overnight after a fall, hospitalization, or diagnosis, Xavier and Shannon unpack why families often find themselves making major financial and care decisions

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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,

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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

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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

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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

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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

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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

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2,079 results

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