Agency Intelligence: The Insurance Podcast Network

In this "Greatest Hits" episode, originally aired on June 10th, 2022, James talks with Dr. Billy Willams, CEO of Inspire A Nation. To learn more about Inspire A Nation, visit https://www.inspireanation.org. 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 gr...

“It takes the same amount of energy to sign a small client as it does to sign a large one." Rob Jacomen, Co-Founder at Basecamp Insurance Growth Mastermind, joins us this week and drops some knowledge on what it takes to build a $1 million book of business. The first step: Get focused on your audience. This isn't a new idea by any means, but Rob dives deep. How do you pick your audience? How do yo...

In this episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast, Danny Lawrence sits down with Jerry Vollmer, CEO at Voldico. Jerry Vollmer unveils the hidden potential of a career in insurance, a field often overlooked by young people but ripe with opportunities for success and an exceptional lifestyle. Discover how the insurance industry can provide a unique and prosperous path to retir...

What does it mean to achieve financial security? Is it having a certain dollar amount in the bank or the ability to maintain your desired lifestyle no matter what happens? Erik Garcia (CFP®, BFA™, ChFC®) shares the three habits he believes are essential for building financial security in this episode. While the path to financial security may seem simple, it's not easy to achieve. In this solo epis...

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jack Wingate, Founder & CEO of ALLCHOICE Insurance, the agency featured on the July 2024 front cover of Rough Notes Magazine.  Key Topics: Transitioning to a brand that represents the true identity of the agency The pivotal role of website redesign in enhancing customer engag...

No, I'm not talking about this podcast. I'm talking about you prospecting for new business! How you utilize "time" and the availability of it will have a direct correlation to your success in sales. If your prospect doesn't feel a need to move forward, to get things done, to understand how important it is to move quickly, you will not only struggle at setting new business appointments but you'll h...

In this episode, James talks with Brandon Rondon, Owner of Rondon Insurance Services. To learn more about Rondon Insurance Services, visit https://www.rondonins.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 Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agen...

Going for the BOR is always the better option, but sometimes you just have to quote. If you go through a normal quoting process, be sure to get these three (3) things from the prospect. Once you do this, your quote-to-win ratio will increase so much that you could see your new business revenue increase by some 50% annually. That's a lot of commission. It's YOUR new business commission! But only if...

Cyber liability coverage is a policy that every insurance agency needs to sell. But how are you handling it at your company? Is it a tack-on policy, or a true consultation? Daniel Metcalf, Co-founder and President at CyberFin, partners with agencies across the company to help small-to-medium-sized businesses find better coverage for their clients, while also taking a more holistic risk management...

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Dustyne Bryant, Director of Risk & Insurance Education and Research at Risk & Insurance Education Alliance. Dustyne and Teresa explore the changes that are going on at the National Alliance and how they have re-branded to be Risk & Insurance Education Alliance and how they are serving our industry with tons of options to h...

In this episode of the Agent Leader podcast, host Brent Kelly discusses the three steps to becoming a Best Version Possible agency. He emphasizes the importance of clarity, alignment, and focus in achieving agency transformation and growth. It all starts with agency leaders answering three key questions: where are we today, where do we want to go, and how are we going to get there?

In this episode, James talks with Sandra Gebhardt, an Online Marketing Strategist. To learn more about Sandra Gebhardt Digital Marketing, visit https://sandragebhardt.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 Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/group...

It's really hard to set new business appointments with your prospects if you can't communicate with them directly. (Go figure, right?) So, then, why in the world would you ... (or another agent you know?) ... keep prospecting in ways where you are forced to deal with gatekeepers and receptionists? That just doesn't make sense to me at all. In this throwback episode of the Millionaire Insurance Pro...

Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot this week to pull back the curtain on how Ellerbrock-Norris is growing and thriving. From client referrals to COIs to cold calling, learn how to develop proven processes and build strong relationships through their four primary lead-generation channels. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-no...

In this episode of Power Women In Insurance, Teresa Kitchens interviews Elisha Cavanaugh, President of Sound Pacific Insurance. Elisha and Teresa talks about the award she won with Safeco, her being on the front cover of Rough Notes and how she is balancing family and career. Key Topics: Elisha's unexpected award and the opportunity to feature on the cover of Rough Notes The challenges of self-pro...

Many insurance agency owners struggle with the financial side of their business - Am I paying too much in taxes? Are my finances in order? Am I making a profit? These questions can be daunting, especially for those who don't have a strong background in accounting and bookkeeping. In this episode, Erik Garcia (CFP®, BFA™, ChFC®) and Xavier Angel (CFP®, ChFC®, CLTC®) sit down with Jeremiah Bradley,...

In this episode of Agency Intelligence podcast, host Jason Cass discusses his experiences and insights on utilizing artificial intelligence within the insurance industry, specifically through Gail, a tool developed by the company Lula.  Key Topics: The convenience and capabilities of Gail in automating responses and handling client interactions The integration of Gail with other systems like Agenc...

How would you like to win 6 new clients via signed Broker of Record Letter in less than 6 months ... with even the smaller of these clients being $12,000 in annual revenue? Would that be OK with you? I'm sure it would! In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht interviews [Insurance Producer Rockstar] Rocio Luna, who is also an active member of the...

In this episode, James talks with Patrick Murakami, Owner of Uprise Unlimited Coaching and Consulting. To learn more about Uprise Unlimited Coaching and Consulting, visit https://upriseunlimited.net. 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: ht...

Brett Young, CEO of Erb and Young, joins us to discuss building relationships. A relationship becomes valuable to a client for two primary reasons: trust and access. So how do you build relationships, build your value prop and ultimately build your book of business? Start by building trust and providing access. But then you run into a problem: scale. How do you deliver on trust and access while st...

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Dawn Janes-Bartley, CEO of Maverick Risk Partners. Dawn and Teresa talk about acquisitions including the mistakes they have made and the ways they really excelled. Key Topics: Dawn's unexpected journey from child psychology into the insurance industry The evolution of roles within the agency post-acquisition Challenges of...

Unlock the secrets to agency success with an uncommon strategy: achieving more by doing less! In this episode, we delve into the core principles of effective leadership, revealing how letting go of non-essential tasks can propel your agency to new heights. Discover the power of strategic delegation and team empowerment so you can quit more to become a better, more effective leader.

Wouldn't it be great if we could get you a steady flow of business owners to reach out to you to schedule appointments, rather than you contacting business owners who don't know you, like you, or trust you yet? Of course, it would be! It would make everything easier: setting appointments, building rapport, getting more signed BORs, winning business, etc.  In this throwback episode of the Millionai...

In this episode, James talks with Tyler Woodall, Founder of Agency Aid. To learn more about Agency Aid, visit https://agency-aid.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 Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jam...

Cyrus Jaffery, Founder and CEO of Jaffery Insurance, grew up in the captive agency model before breaking out to start his own agency. Cyrus joins Elliot this week to talk about what he learned in that captive environment that's created his approach to growth today. They cover "daily non-negotiables" and how they should directly tie to the growth of your agency – and how to ensure your team is livi...