Agency Intelligence: The Insurance Podcast Network

33:55

Stuff About Money: Building Wealth When You’re Just...

Agency Intelligence: The Insurance Podcast Network ·

2026/10/07

What if you’re not behind financially? What if you’re just getting started? In this episode of Money in Real Life, Stuff About Money co-hosts Xavier Angel CFP®, ChFC®, CLTC®, and Erik Garcia, CFP®, BFA™, tackle the pressure young professionals feel to build wealth while paying down debt, starting careers, managing everyday expenses, and still trying to enjoy their lives.Xavier and Erik explore why building wealth isn’t about following someone else’s formula or trying to build in five years what

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26:41

Rough Notes Front Cover, October 2026: Linda Fisher,...

Agency Intelligence: The Insurance Podcast Network ·

2026/10/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Linda Fisher, Founder of Cardinal Insurance Group, the agency featured on the October 2026 front cover of Rough Notes Magazine.Key Topics: Why taking care of the team comes before taking care of the client Moving from boss to leader and helping employees chase their own dreams Hiring lessons learned and why agencies should track the lifetime value of an

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27:24

Your Only Competitor Is the Person You Were About To...

Agency Intelligence: The Insurance Podcast Network ·

2026/09/29

What if your biggest competitor isn't the agency down the road, but your own habit of hiring? Jason Cass goes solo this episode to break down NexAgency's rollout of NexOne, why AMS platforms are becoming little more than a database, and how a lesson from Southwest Airlines reframes what real competition looks like for independent agents.Key Topics: NexAgency rolled out NexOne on September 1st, growing from 10 demo agencies to 11 paying clients Reading an unsolicited client testimonial on

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22:56

Rough Notes Front Cover Archives, July 2012: Randall...

Agency Intelligence: The Insurance Podcast Network ·

2026/09/24

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, pulling from the archives, Jason Cass sits down with Randall Boss, Certified Risk Manager and Certified Risk Architect at Ottawa Kent Insurance Agency (now part of HIGHSTREET Insurance Partners), the agency featured on the July 2012 cover of Rough Notes Magazine.Key Topics: What landing the cover of Rough Notes in 2012 meant to Randall The job site tragedy that moved Randall from policy

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28:14

Stuff About Money: Building Wealth When You Don’t...

Agency Intelligence: The Insurance Podcast Network ·

2026/09/23

What if the biggest thing keeping young adults from building wealth isn’t how much money they make, but believing wealth is even attainable? In the second episode of Money in Real Life, Xavier Angel, CFP®, and his daughter Caitlin tackle the question that naturally follows their first conversation: I know what I want my money to make possible, but how do I actually get there? Xavier and Caitlin talk through why building wealth can feel so far out of reach when rent, groceries, debt, and everyday

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34:36

Carl Ziadé On What's Next For Gaya, From Proposals To...

Agency Intelligence: The Insurance Podcast Network ·

2026/09/22

Turning an hour-long insurance quote into a 20 minute process is exactly the kind of problem Gaya was built to solve. Jason Cass sits down with Carl Ziadé, Co-Founder of Gaya, to unpack how the platform is reshaping the way agents fill carrier portals, handle transportation submissions, and prepare for what's next in agentic quoting. Key Topics: Gaya autofills carrier portals as a browser extension complement to raters Gaya's growing carrier network now reaching 600 carriers and

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51:29

Insurance Shoptalk: The PAYGO Defense Strategy: How...

Agency Intelligence: The Insurance Podcast Network ·

2026/09/14

In this episode of Insurance Shoptalk, Eric Stein sits down with Patrick Davis, CEO of InsurePay, to discuss how pay-as-you-go workers’ compensation is changing the way businesses pay premiums—and why insurance agents should understand it as both a client benefit and a retention tool. Patrick explains how pay-as-you-go connects workers’ compensation premiums directly to actual payroll, recalculating exposure with every payroll cycle instead of relying on annual estimates. The conversation covers

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48:11

Insurance Shoptalk: The New Agency Workforce: AI...

Agency Intelligence: The Insurance Podcast Network ·

2026/09/10

In this episode of Insurance Shoptalk, Eric Stein chats with Norm Hudson, CEO of Staff Boom, to explore why insurance agencies need to build the right operational foundation before AI and automation can deliver meaningful results. Norm shares lessons from working with insurance agencies, MGAs, wholesalers, and other organizations that have attempted to automate processes only to discover that inconsistent data, workflows, and naming standards can prevent even good technology from succeeding. The

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32:10

Stuff About Money: What Does Wealth Mean to You?: A...

Agency Intelligence: The Insurance Podcast Network ·

2026/09/09

What does “building wealth” mean when you’re still trying to figure out rent, your career, debt, relationships, and adulthood?In this episode of Stuff About Money They Didn’t Teach You in School, Xavier Angel, CFP®, sits down with his daughter, Caitlin, for a conversation that started when she gave him some unexpected feedback: “I don’t think you should give this presentation.” Xavier had built a financial presentation for young adults around investing early, compound interest, and building

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42:46

Troy Korsgaden's Ten Appointments A Day Rule For Growth

Agency Intelligence: The Insurance Podcast Network ·

2026/09/08

What can four decades in the restaurant business teach an insurance agency about running a tighter, more profitable operation? Jason Cass sits down with Troy Korsgaden, Founder of Korsgaden Consulting Services and Keynote Speaker for IndieTech 2027, to unpack lessons on client engagement, AI adoption, and building a resilient agency built to last. Key Topics: Parallels between running Crawdaddy's restaurant and building a profitable insurance agency Studying dentists as a model for

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28:35

Rough Notes Front Cover, September 2026: Robbie...

Agency Intelligence: The Insurance Podcast Network ·

2026/09/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Robbie Smith, Co-Founder of Oakbridge Insurance the agency featured on the September 2026 front cover of Rough Notes Magazine.Key Topics: Robbie reflects on Oakbridge Insurance earning a spot on the cover of Rough Notes Magazine Oakbridge Insurance formed five and a half years ago when four Georgia agencies came together The firm now generates over $210 million

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23:45

Stuff About Money: Your Thoughts Shape You. Your...

Agency Intelligence: The Insurance Podcast Network ·

2026/08/26

In the final episode of the series, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT bring together the core ideas explored throughout The Psychology of Money. They revisit the framework that ties the entire series together:Your thoughts shape you Your habits build you Your choices define you The conversation expands beyond investing and budgeting into fulfillment, relationships, identity, and purpose. Erik reflects on how his work as a financial planner has evolved from simply giving

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46:46

Insurance Shoptalk: Building an Agency People Want to...

Agency Intelligence: The Insurance Podcast Network ·

2026/08/20

In this episode of Insurance Shoptalk, Eric Stein sits down with Marc Duffy of Duffy Insurance to explore how a family-owned independent insurance agency can grow through acquisitions while maintaining its culture, personal service, and local identity. The conversation covers agency integration, technology and management systems, employee training, recruiting, producer incentives, and the different reasons agency owners choose to sell. Eric and Marc also explore how Duffy is using AI,

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62:36

Chris Voss: The Most Dangerous Negotiation Is the One...

Agency Intelligence: The Insurance Podcast Network ·

2026/08/18

What if the negotiation you're losing has already started before you even open your mouth? Jason Cass sits down with Chris Voss, CEO and Founder of The Black Swan Group, to unpack the tactics behind high-stakes negotiation, from hostage crises to closing sales.Key Topics: The negotiation has already started before the first word is spoken Lessons learned from the Burnham-Sobero hostage case in the Philippines The chaotic real-world logistics behind hostage negotiation deployments

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18:26

Stuff About Money: Is Financial Control an Illusion?

Agency Intelligence: The Insurance Podcast Network ·

2026/08/12

How much control do we really have over our financial future? In this episode, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore the tension between external circumstances and personal responsibility. While economic conditions, inflation, taxes, and unexpected crises are outside anyone’s control, the conversation highlights the many financial choices that still remain firmly within reach.Using concepts like “internal locus of control” and “external locus of control,” they explain

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29:39

Rough Notes Front Cover, August 2026: Michael Cruz,...

Agency Intelligence: The Insurance Podcast Network ·

2026/08/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Michael Cruz, Principal Owner of Foresight Insurance, the agency featured on the August 2026 front cover of Rough Notes Magazine.Key Topics: Michael's reaction to being featured on the cover of Rough Notes Magazine Foresight Insurance's growth to 13 employees and 10 years in business near DC Why starting with a strong carrier like Erie beat going the aggregator

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51:42

Your AMS Isn't Dying, It's Getting Demoted

Agency Intelligence: The Insurance Podcast Network ·

2026/07/30

Why do less than a third of independent agents actually use a CRM, and what is that gap costing them? Jason Cass sits down with Mariah Gates, Founder of Accelerated Automation, to unpack agency operations, the shifting role of AMS platforms, and what it really takes to prepare an agency for AI. Key Topics: Why less than 27% of agents actually use a CRM, per a Vertafore study Growth through acquisition creates operational struggles even for large agencies Fixed owner pay leads to

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19:51

Stuff About Money: Love, Trust, and Money

Agency Intelligence: The Insurance Podcast Network ·

2026/07/29

Money is rarely just about numbers inside a relationship. In this episode, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT unpack why financial conflict in marriages and partnerships is often rooted in deeper emotional needs like trust, security, control, communication, and vulnerability. Drawing from years of counseling couples and advising families, they discuss financial infidelity, power imbalances, differing money philosophies, and the emotional meaning attached to spending and

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17:32

Stuff About Money: Your Past Financial Mistakes Are...

Agency Intelligence: The Insurance Podcast Network ·

2026/07/15

Everyone has financial regrets. In this episode, Erik and Dr. Matt tackle the emotional weight people carry from past financial decisions — debt, overspending, failed investments, divorce, financial scams, and seasons of instability. The real danger, they explain, isn’t the mistake itself; it’s allowing the mistake to become an identity.Dr. Matt introduces the difference between guilt and shame: “I made a bad decision” versus “I am bad with money.” Together, they explore how language,

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32:33

Michael Cruz: The Virtual Employee Playbook

Agency Intelligence: The Insurance Podcast Network ·

2026/07/07

What does it actually look like when an independent agent builds a fully staffed, four-day-workweek agency that outpaces the captives? Jason Cass sits down with Michael Cruz, COO of Virtual Intelligence and ERIE agent based in Maryland outside Washington DC, to unpack how virtual employees, smart staffing, and operational flexibility are reshaping what an independent agency can be. Key Topics: Michael's agency: started from scratch in 2015 through ERIE's Scratch Agency program, now running 7

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