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The Agency Playbook
The Agency Playbook is a podcast for independent insurance agencies looking to grow smarter. In each episode, we sit down with agency owners and operators to uncover the strategies, workflows, and lessons behind successful agencies. No sales pitches or fluff. Just real conversations and practical takeaways from people doing the work every day.
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The Client Experience 29.06.2026 59:30
In this episode of The Agency Playbook, Joe Ems sits down with Patrick McBride to discuss what it really takes to create a client experience that stands out. Patrick brings years of perspective from across the industry, and the conversation explores how the best agencies build trust through consistency, responsiveness, and thoughtful service. From the first impression to long-term retention, this...
From Legacy to Leverage - Alex Janes & Dean Bowen 10.06.2026 59:53
In Episode 1 of The Agency Playbook, Joe Ems sits down with fellow second-generation insurance professionals Alex Janes and Dean Bowen to discuss how the next generation is reshaping the agency playbook.
Owning the Lane - Lightwell's Nick Gore 09.06.2026 46:52
In this episode of The Agency Playbook, Joe Ems sits down with Nick Gore of Lightwell Insurance Advisors to discuss the power of niche specialization. Nick shares how Lightwell built a dominant position serving churches and faith-based organizations, why “owning the lane” creates a competitive advantage, and how deep expertise, strong carrier relationships, and a relationship-first approach have f...
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