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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

32:43

Stuff About Money: Episode 92: Backwards Planning:...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/23

In this episode of Stuff About Money They Didn’t Teach You in School, hosts Erik Garcia, CFP®, BFA™, ChFC®, and Xavier Angel, CFP®, ChFC®, CLTC, dive into what they call “backwards planning.” Erik shares a story about driving his daughter to college, where the destination was clear but the journey allowed for meaningful detours that still aligned with their ultimate goal. This idea of starting with the end in mind sets the stage for a conversation about how clarity in your future direction

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25:41

The Executive Sessions: Rushang Shah, Chief Marketing...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/23

What does marketing look like when it’s less about pushing products and more about building trust? Jason sits down with Rushang Shah, Chief Marketing Officer at HawkSoft, for an Executive Session about trust-driven marketing, lessons from the early tech world, and how a purple cow became the company’s most recognizable symbol. Key Topics: Why HawkSoft views marketing as building trust, not promotion The family story behind HawkSoft’s 30-year growth journey How Rushang’s tech

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34:24

Toby Hung: Why People Still Matter In An AI-Driven...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/18

What happens when the next generation of InsurTech leaders blends efficiency with servant leadership? Jason Cass sits down with Toby Hung, Co-Founder & COO of 1Fort, to talk about AI-driven automation, the future of agency workflows, and why people, not just technology, remain at the center of insurance.Key Topics: Toby shares 1Fort’s vision as an all-in-one AI solution for commercial agencies Automating submissions and proposals with AI to save time and money Why productivity

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50:31

Insurance Shoptalk: P&C Agents Can Combine 20+...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/17

In this episode of Insurance Shoptalk, join host Eric Stein and guest Vladimir Vladimirov for an in-depth exploration of NowCerts and their cloud-based integration CRM and agency management system, Automate 365. In this episode, NowCerts system manager Vladimir talks though the many uses and benefits of Automate 365, including the system’s ability to assist P&C agents with task like online quoting, sales, marketing, customizable reporting, and workflow automations. To learn more about NowCerts,

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29:02

The Executive Sessions: Sean Hawkins, Co-Founder And...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/16

Executive sessions are all about pulling back the curtain, and this one does just that. Sean Hawkins, Co-Founder and VP of Development at HawkSoft, joins Jason to share how a farm kid turned programmer helped build one of the industry’s most trusted systems. From navigating shiny tech trends to keeping data ownership and people first, Sean’s story shows why HawkSoft’s culture continues to stand out. Key Topics: Sean’s early programming roots and the origins of HawkSoft with his dad Why

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54:48

Insurance Shoptalk: The New Ohio Workers' Comp...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/15

Ohio Workers’ Comp Just Changed – Here’s What Agents Need to Know: In this episode of Insurance Shoptalk, host Eric Stein talks with Bob Butts, Chief Risk Officer at Alternative Comp Solutions (ACS), about a major change in Ohio’s workers’ compensation market. For the first time, agents can now sell workers’ comp in Ohio and earn commission, thanks to Senate Bill 2011 and approval by the Ohio Bureau of Workers’ Compensation. Bob explains how ACS is leading the way with an Alternative

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32:06

Millionaire Insurance Producer: Success Comes AFTER...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/15

Are you disgusted yet? Yes, disgusted! But, disgusted with your own personal sales results, more specifically. I mean, at the end of the day, nothing will get better until you become disgusted enough with the results you've been getting that you then implement change and do something different. It really is that simple. Building a $1,000,000 or more Book of Business through a signed Broker of Record Letters is really that simple. That hard, but also that simple. In today's episode, host Charles

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28:46

The Executive Sessions: Paul Hawkins, CEO at HawkSoft

Agency Intelligence: The Insurance Podcast Network ·

2025/09/09

What happens when the heart of a company beats just as strongly as its technology? Jason sits down with Paul Hawkins, CEO at HawkSoft, for an in-person Executive Session at HawkSoft HQ. From family roots and servant leadership to AI, agency tech trends, and the story behind the Purple Cow, this conversation is as much about people as it is about platforms.Key Topics: Why HawkSoft hires 80% on culture and 20% on skill The role of family and faith in shaping HawkSoft’s leadership

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61:49

Stuff About Money: Episode 91: A Life Worth Living

Agency Intelligence: The Insurance Podcast Network ·

2025/09/09

What do engineering, entrepreneurship, and divinity have to do with each other? Apparently, more than you think. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, sits down with Tulane professors Rob Lalka, who teaches entrepreneurship, and Matt Escarra, a professor of engineering, to talk about a course that challenges students to ask the big questions. They discuss technology, ethics, purpose, and yes, even money. Inspired by a curriculum from Yale Divinity School, the class invites students to

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33:53

Millionaire Insurance Producer: The One Thing That...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/08

Having coached Producers over the last fifteen on how to sell insurance, there is one main factor I see as the primary indicator of whether or not that Producer will write a lot of new business commission this year ... or struggle at merely hitting their goals. What is that one thing? Well, that's what host Charles Specht will share on today's episode. But .... it's not just about telling you what it is. He'll also teach you how to fix it and how to fix it fast! PS: The next cohort of the

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58:39

Ryan Hanley: Can AI Really Do 60% Of Agency Work?

Agency Intelligence: The Insurance Podcast Network ·

2025/09/04

When Jason Cass sits down with Ryan Hanley, CMO of Linqura, you know it’s not going to be a lightweight conversation. This time, the two go head-to-head on what AI really means for agencies, why margins are the battlefront, and how different visions of success shape the way you build. From the future of efficiency to the heart of agency culture, this one has everything. Key Topics: Ryan’s journey with Finding Peak and what it’s really about The human-optimized business model and where

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24:27

Rough Notes Front Cover, September 2025: Natalie...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Natalie Stone, President of Hill & Stone Insurance Agency, the agency featured on the September 2025 front cover of Rough Notes Magazine. Key Topics: Natalie’s surprise at being featured in Rough Notes The 1912 founding of Hill & Stone by her great-grandmother Four generations of family leadership in the agency Specializing in private client and

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48:24

Insurance Shoptalk: How Whiteboard Risk Offers Their...

Agency Intelligence: The Insurance Podcast Network ·

2025/09/01

Welcome to another episode of Insurance Shoptalk, where host Eric Stein provides P&C agents with industry updates and in-depth information about new tools and programs they can use to improve their business! In this episode, Eric chats with guest John Tillery, one of the founder's of Whiteboard Risk, a commercial property and casualty agency located in Southern California and operating in all states. In this episode, Eric and John take a deep-dive into Whiteboard Risk’s subscription risk management

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55:07

Insurance Shoptalk: How iBynd.com Allows P&C Agents...

Agency Intelligence: The Insurance Podcast Network ·

2025/08/29

Are you a P&C agent interested in learning how to quote, bind, and service without the need for multiple logins? Find out more in this episode of Insurance Shoptalk with host Eric Stein and guest Phil Friedman from iBynd! iBynd is a comparative insurance rater that allows P&C agents to quote, bind, and service for property and casualty insurance carriers in Workers’ Compensation—all without the need to login to multiple websites to bind coverage. In this episode, Phil shares more about iBynd’s

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26:02

I Love My Community, So I Go To The Grocery Store

Agency Intelligence: The Insurance Podcast Network ·

2025/08/26

The insurance world is shifting fast. Jason sits down with Chris Paradiso to talk about carrier cutbacks, industry consolidation, and how AI is changing the game for independent agencies.Key Topics: Carrier pullbacks and the struggle for new appointments Why agents are being pushed toward clusters and aggregators The role of rate increases vs. true agency growth How COVID accelerated technology adoption in insurance The impact of AI and automation on agency

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51:32

Stuff About Money: Handling Transitions: How to...

Agency Intelligence: The Insurance Podcast Network ·

2025/08/26

Change is part of life—but that doesn’t mean it’s easy. Transitions—whether personal, professional, planned, or unexpected—can shake our sense of identity, rhythm, and control. Even positive change can feel disruptive when it alters what we’ve known or how we’ve operated. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris explore how leaders can navigate seasons of change without losing their footing. They discuss the emotional toll of transition, the importance of anchoring

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58:45

Insurance Shoptalk: The Healthcare Alternative for...

Agency Intelligence: The Insurance Podcast Network ·

2025/08/18

In this new episode of Insurance Shoptalk, host Eric Stein chats with Dan Thompson, Chief Benefits Officer at Venture Employer Services, about how businesses can rethink their healthcare plans. Dan shares insights into modernizing employee benefits and reducing costs while improving the overall experience for employees. Don’t miss this eye-opening conversation that could change the way you approach health insurance for your business!

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26:31

Millionaire Insurance Producer: How to Ask for the...

Agency Intelligence: The Insurance Podcast Network ·

2025/08/18

Asking for the signed BOR is part science and part art. And, timing is everything! You need to be careful to not ask too soon and also to not waiver on the fence of indecision by never getting around to popping the actual question.In this throwback episode of the Millionaire Insurance Producer podcast, host ⁠⁠Charles Specht⁠⁠ will teach you how to ask for the signed Broker of Record Letter at just the right time (not too soon and not too late) and how to ask with just the right words to get what

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49:21

Stuff About Money: The Art of Executive Communication

Agency Intelligence: The Insurance Podcast Network ·

2025/08/12

You can have the best ideas in the world—but if you can’t communicate them clearly, they won’t move anyone.Great leadership requires great communication. Whether you’re casting vision, navigating hard conversations, or just trying to be heard in a noisy world, how you say it matters just as much as what you say. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris explore what separates effective communicators from everyone else. From listening well to speaking with clarity and

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31:17

Rough Notes Front Cover, August 2025: Chip Piper &...

Agency Intelligence: The Insurance Podcast Network ·

2025/08/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Chip Piper & Phillip Piper of Powell & Meadows Insurance Agency, the agency featured on the August 2025 front cover of Rough Notes Magazine. Key Topics: Embracing an agency culture that values people over hierarchy. Choosing to remain independent in a time of major M&A offers. Building strong client relationships that last for decades. Leveraging

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2,027 results

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