Agency Intelligence: The Insurance Podcast Network

In this episode of Power Women In Insurance, Teresa Kitchens and Kai Leach - Smith talk about her journey in insurance over the past two decades as a woman and a woman of color. She was able to help others along their journey and she is a huge inspiration for finding and being our authentic selves in this industry. Key Topics: Kai's unconventional entry into the insurance world Overcoming personal...

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Kim Beach, Founder, and CEO at InsureWomen. Kim discusses the opportunities for women in the insurance industry and how her company, InsureWomen, provides a network to support both women who buy insurance and women who sell insurance.  Episode Highlights: Kim shares her perspective on winning and losing. (5:50) Kim e...

You don't have to be the "best" insurance agent out there. (Please, read that again!) There are literally tens of thousands of insurance agents out there who prospect in your very own geographic territory. You don't need to be the best out of all of them. In fact, all you have to be is the better CHOICE of whichever agent the prospect is using to get quotes on their behalf for that renewal. That's...

EDI (Electronic Data Exchange) has been a standard way of transmitting data in many industries since the early days of business automation. It’s also a back bone of the insurance industry, with millions of policy transactions downloaded from carrier to broker each week. It also (still) doesn’t work right all the time. eDocs is a relatively new addition to the broker/carrier data exchange landscape...

In this episode, James talks with Randel Bennett, Principal Consultant at Qixent. To learn more about Qixent, visit https://qixent.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agency...

Michael’s mom taught him to consider others who have less. Hear Michael’s heart for the refugee. “Withhold judgment until you hear other’s stories”.  Welcome to "Insurance Professionals Are Givers," a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence of Erik's fifth pillar of financial security: "Give To Others." Dive into engaging conversations with dive...

What intentionality are you bringing to your firm from a cultural perspective? Often culture is tied to office fun, hiring practices, and benefits offerings. But Chris Cline, Executive Director of Agents Council for Technology with Big I, walks through how technology plays a huge role in the experience you create – and the culture that develops at your company. Enjoy the episode! Episode Links: El...

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Andy Mathisen, Co-Founder, and CMO of GloveBox. Andy talks about his approach in the insurance industry and what we should know about GloveBox. Episode Highlights: What has contributed to Andy’s success, skill or luck? (8:17) Andy mentions the last book he read. (8:32) Andy shares his background. (13:03) Andy shares...

Better health and finances always top the charts for New Year's resolutions. Clearly, improving your health and finances are both noble causes that many value. But only 1% of Americans follow through on their resolutions! Is it even worth making resolutions? For this reason, in this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, share one piece...

Are you a P&C or EB producer who is struggling to set enough new business appointments? Or, maybe you're just not able to close and win enough clients? Do you have too much pressure on you to succeed and you need to start delivering some positive results -- ASAP? If that at all describes where you're at right now then stay tuned because, in this episode of the Millionaire Insurance Producer podcas...

The DIPP crew has the express pleasure of welcoming Dario Battista – one of the OG “modern brokers” to the show. We talk with Dario about the iSure story & their path to digitization, which is a bit different than the path others have taken. Dario also shares his thoughts on a wide variety of topics, including broker independence, Covid learnings, lead gen cost trends, carrier relationships and wh...

In this episode, James talks with Trent Warner, Managing Director of Strategic Brand Builders. To learn more about Strategic Brand Builders, visit https://strategicbrandbuilders.com. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast...

Delivering bad news to current clients is an art. So is uncovering bad news from your prospects. In fact, the best and most wealthy insurance agents out there are typically the ones best at advising their current clients on industry trends, and uncovering pains/problems with their competition.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will explai...

Hear how Gertha passionately serves her community and meets the needs of others. She says, “Bless others as you are blessed”, and “If we have and you need it, come and get it”. Welcome to "Insurance Professionals Are Givers," a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence of Erik's fifth pillar of financial security: "Give To Others." Dive into engag...

In this episode of Agents Influence podcast, host Jason Cass interviews Winston Smith, CEO of Bridge Insure. Key Topics: Winston Smith's background and his transition to running Bridge Insure The evolution of Bridge Insure under Winston's leadership Bridge Insure’s role as a comprehensive customer communication management platform The significance of technology and systems in the growth of insuran...

Domo Arigato Mr. Roboto (Domo) Now that Styx is stuck in your head, you can only get rid of it by listening to the cnversation with Jackson & Jameson Fregau from Quandri. How can RPA – Robotic Process Automation cure the ills of the insurance industry? Listen to find out! Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Andrew Filar, Co-founder of Next Call Club. To learn more about Next Call Club, visit https://nextcallclub.com. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/grou...

Please .... do not be one of those insurance agents who have no strategy or process when it comes to presenting renewal quotes/proposal to the prospect! If you do that, you're more likely to lose than win. Why? Because, if you do that you're wingin' it and throwing mud against the wall to see what sticks. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht...

Chris shares his dad’s wisdom “The greatest gift we can give is to someone who could never repay us.” Hear how Chris involves his team and his family in giving.  Welcome to "Insurance Professionals Are Givers," a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence of Erik's fifth pillar of financial security: "Give To Others." Dive into engaging conversatio...

In this episode of Power Women In Insurance, Teresa Kitchens discusses what people should consider when opening an insurance agency. Key Topics: Determining readiness to open an insurance agency Captive vs. independent insurance agency considerations The importance of knowing your business partner Strategies for successful business partnerships Understanding carrier relationships and their impact...

In this episode of the Stuff About Money podcast, join Erik Garcia, CFP®, BFA, as he sits down once again with two-time guest Phil Blancato, CEO of Ladenburg Asset Management and Chief Market Strategist for Osaic Research. Phil shares his top 5 themes for the 2024 stock market, addressing key questions about inflation, the Federal Reserve's next moves, and the impact of China on portfolios. Erik a...

Listen in for an exclusive sneak peek inside one of our Agency Intelligence Mastermind meetings featuring insights from special guest, Reid Holzworth. Reach out to: Reid Holzworth Jason Cass Visit Website: Ivans Insurance Solutions Agency Intelligence

Do you struggle at branding? Are you still a quasi-generalist who is not focused in a Micro-Niche? Or, maybe you've chosen a Micro-Niche industry to focus on, but you haven't figured out how to BRAND yourself so that your prospects are attracted to you and want to sign over their insurance to you? Well, I have good news for you if that describes where you're at right now.  In this episode of the M...

What is broker independence and what impact does it have on a brokerage? This is a big & much discussed topic in the industry. DIPP doesn’t think that horse is quite dead yet, so we’re also going to flog it. What does independence mean for succession, client advocacy, staff attraction / retention, carrier relationships, business perpetuation and financial returns? This episode is a don’t miss… so...

In this episode, James talks with Andrea Olson, Founder of Andrea Olson Coaching. To learn more about Andrea Olson Coaching, visit https://onamission.bio/andreaolson.  Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https:/...