Agency Intelligence: The Insurance Podcast Network

Do you have a defined and well-structured sales process that helps you win new business? No, I'm not talking about a few lucky points here and there. I'm talking about a "proven by long-term results" A-Z Sales Framework that covers everything from start to finish, from the type of account you're first going to prospect to the end goal of collecting the deposit check. That's what host Charles Spech...

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Chris Peterie, CEO of Tower Street Insurance, the agency featured on the September 2024 front cover of Rough Notes Magazine.  Key Topics: Chris shares the excitement of being featured on the Rough Notes magazine front cover, acknowledging his team's hard work. Emphasis on bui...

In this episode, Adam Hare, CEO of Petley-Hare Limited, shares his journey in the insurance industry and the rebranding process his company went through. The conversation covers topics such as the impact of branding, the cancellation of carrier contracts, and the process of rebranding a brokerage. Adam emphasizes the importance of staying true to your brand and making tough decisions when necessar...

In this episode, James talks with Andy Neary, Founder of Complete Game Consulting. To learn more about Complete Game Consulting, visit https://andyneary.com/complete-game-consulting. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.faceboo...

You know, if a producer doesn't get to $100,000 of commission in a reasonable amount of time, they often either get fired or they find a new job outside of insurance. So, we not only need to help them get to $100,000 of commission but I think -- more importantly -- we need to get them to a $250,000 commission Book of Business as soon as humanly possible. Why? Because, once a producer gets to $250,...

What is your agency's talent and growth strategy? In this episode, Brent Kelly gets into how under-utilizing your agency's technology and talent is Good Results Trap #7. Investing in your people and technology is crucial for your agency staying competitive and efficient, with a direct link between employee development and organizational success. It's time for you as a leader to view technology not...

In this episode of Agency Intelligence podcast, host Jason Cass interviews Reid Holzworth, CEO of Ivans Insurance Solutions. Key Topics: The significant impact of AI on insurance practices, especially in risk assessment Insights on the importance of cultural integration and team dynamics post-acquisition Broad potential and future applications of AI within the insurance industry Advancements and f...

In this episode of the "Stuff About Money" podcast, host Erik Garcia CFP®, BFA™, ChFC®, is joined by long-time friend of the show, Dr. Matt Morris. Together, they tackle the question: "Should I adjust my portfolio?" as they navigate the emotions of investing in a volatile market. Erik provides insights into current market noise, discussing factors like employment rates, Japan's rate changes, the f...

Definitely, getting the signed Broker of Record is the better approach to winning new clients. But there are times when the BOR is not an option and so the only way to win that client is by quoting. No worries, because in this episode of the Millionaire Insurance Producer podcast, host Charles Specht is going to explain to you the three things YOU NEED TO GET from the insured before quoting, and t...

Greg Purdy, CEO of Rival, joins the DIPP crew to discuss his background in insurance and software, his decision to join Rival, and the company’s focus on changing the broker automation process. Rival’s unique competitive advantage lies in its active engine that uses AI to optimize workflows and provide a more intuitive user experience. The company’s RPM platform and marketplace aim to connect data...

In this episode, James talks with Cameron Pechia, Partner at All Lines Associates. To learn more about All Lines Associates visit https://alllinesinsure.com/. To learn more about Valley Trucking Insurance visit https://www.valleytruckinginsurance.com/. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agenc...

What's your story as an agency? In the insurance and risk advisory world, many stories are the same – come to us for a free quote. That's not a story. Andy Bassett, CEO of Ellerbrock-Norris, joins the show to talk about his firm's story, and how their "Protect Your Purpose" tagline has resonated since they've rolled it out over a year ago. Whether it's appealing to clients or recruiting for you te...

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Tinsley English, Senior Vice President at Marsh McLennan Agency, and Author of Grit, Growth, and Gumption for Women. Tinsley and Teresa talk about strategies for building tenacity and how to push forward with amazing leadership initiatives. Key Topics: Transition from an international business major to an insurance profess...

What's the best way to skyrocket your agency's revenue using proven principles? Discover how the power of the 80/20 rule can transform your business model, streamline your operations, and significantly boost your profitability. In this episode of The Agent Leader, Brent Kelly dives into maximizing agency revenue through strategic client and carrier management, with a focus on high-value relationsh...

In this conversation, the DIPP crew are joined by Tracy Riley, Chief Insurance and Technology Officer at Wawanesa Insurance. They discuss the importance of real-time connectivity, Wawanesa’s API sharing initiative, the significance of mutuality in the company, and the decision to opt out of aggregators. Tracy also shares insights into the responsible use of AI in underwriting and the disbanding of...

In this episode, James talks with Stephen Turnbull, President of T5 Insurance Services, and Shawn Fitzgerald, Owner of Sound Harbor Insurance. To learn more about T5 Insurance Services, and Sound Harbor Insurance, visit https://www.t5insurance.com https://www.soundharborinsurance.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may...

Insurance sales for years was based on carrier availability and exclusivity. Today, it's much more nuanced – and providing value is the path to winning new business. Which brings us to the BOR – or Broker of Record. Nick Aube, Founder at Producer Systems, joins the show to discuss developing a BOR sales strategy – or a sales strategy based on educating clients, providing value to those clients, an...

Is your agency truly aligned in beliefs and behaviors? In this episode of The Agent Leader, Brent Kelly uncovers Trap #5—having little to no culture of accountability within your insurance agency. Discover how cultivating a strong Culture of Accountability can not only elevate your team's performance but also attract top-tier talent to your agency. Dive deep into the vital connection between Strat...

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA™, ChFC®, sits down with Ryan Hanley, a consultant to an AI marketing company, successful podcaster, and executive coach. Ryan's podcast, "The Ryan Hanley Show," is a top 20 business podcast on Apple and ranks in the top 145 of all Apple podcasts. They discuss the key points from a recent keynote Ryan delivered, focusin...

You may or may not be an agent looking to shift your career away from slinging policies and throwing mud against the walls to see what sticks. And, I get that. Or, you may not be an agency owner looking to add "Consulting" to your list of services provided. And, again, I get that. But .... it might just be the absolute PERFECT CHOICE for you going forward, and that's what this episode is also abou...

In this episode, Emma Roloff, co-founder of Roloff Consulting, joins the podcast to discuss digital literacy and the challenges and opportunities in the insurance industry. Emma emphasizes the importance of understanding key technologies such as AI, cloud computing, and IoT. She also highlights the need for CEOs to focus on people and process when undergoing digital transformation. Emma shares ins...

In this episode, James talks with Jackson Fregeau, CEO of Quandri. To learn more about Quandri, visit https://www.quandri.io. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenki...

This episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast! Co-Host Danny Lawrence sits down with Nick Aube, founder of Producer Systems. Nick shares his insights and experiences in the commercial insurance space. Discussing the importance of technology in improving client experiences, streamlining sales processes, and using broker-of-record (BOR) agreements effectively. Emphasizing the...

How can you turn part-time clients into full-time profits for your insurance agency? Brent Kelly shares the strategies that can transform your business model, boost your profitability, and secure your agency's future in this episode which continues our Good Results series with Trap #4 Part-Time Clients. Understand the critical importance of transitioning part-time clients to full-time status for y...

I know, I know. This is a different kind of episode than you're used to. But, it just might be one that changes your life for the better!  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will begin teaching you about how to exit the "rat race" of selling insurance policies and -- instead -- become a wholly independent, fee-based insurance consultant whe...