Agency Intelligence: The Insurance Podcast Network

It's one thing to agree that targeting BOR's is a smart move but it's another thing altogether to develop a step-by-step process to winning signed Broker of Record Letters on a consistent basis.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will "build you a house" by explaining what the foundation is, what the four walls are, and what the roof is to...

Join Erik Garcia, CFP®, and guest co-host Billy Wagner in their new mini-podcast series, "Insurance Professionals Are Givers," as they explore Erik's fifth pillar of financial security: "Give To Others." Discover how generosity isn't just about material wealth—it's about finding joy and happiness through cheerful giving. In each episode, Erik and Billy sit down with different insurance professiona...

In this episode of Power Women In Insurance, Teresa Kitchens discusses the 5 things we have to exercise to have a successful insurance career. Key Topics: The evolving focus of the Power Women in Insurance podcast is on leadership and success in the insurance industry. The underrepresentation of women in leadership roles within the industry. The diverse definitions of success and the importance of...

In this episode of Agents Influence podcast, host Jason Cass interviews Peter MacDonald, Co-founder & CEO of Wunderite. Key Topics: Introduction of Peter MacDonald and the creation of Wunderwrite. Discussion on the independent agent landscape and the IndieTech event. Insights from CEOs of major industry players on the rate of industry change. Exploration of the customer journey in insurance and it...

It’s an epic slugfest as we host Pete Tessier & Curt Wyatt from the Insurance Podcast on the show. We discuss how brokers can grow their books, how connectivity can help and how did Curt manage to end up in Greece? No holds barred – enjoy the ride! Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Jim Harris, International Bestselling Author and Principal at Strategic Advantage. To learn more about Strategic Advantage, visit https://jimharris.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 Pod...

Do you struggle with setting appointment and writing new business? Many agents do. Actually, most do. Why is that? Well, for one thing, most agents don't know where to begin. In other words, they haven't even decided what to prospect, let alone why they should focus on that. They are "generalists" and have a Jack-of-all-trades mindset. Does that describe you? If it does, then this podcast episode...

In the first episode of our sales process series, Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot to discuss the importance of your process – from value prop to target market and beyond. From there, how do you get tactical and ask the right questions? You want to avoid ending up in the dreaded "insurance box" – where you're viewed as a one-trick pony who can't add value other t...

There is a myth that people who look “richer” are thought to be “wealthy, but in reality, all that tells us is they have a more expensive lifestyle. Tied to that is the myth that big incomes mean you are wealthy. But income is not wealth, and wealth is not income. In this episode Erik Garcia, CFP®, BFA, and David R. Carothers, CIC, CRM, CWCA discuss the secrets of millionaires of converting income...

This throwback episode is an hour long webinar sponsored by InsuredMine with Jason Cass, where he discusses VE's with other top CEO's of VE companies.

The DIPP crew welcome Matthew Turack from CAA to the podcast in an effort to get to know this new (ish) market & to understand their growth philosophy. We get into CAA’s business strategy and their approach to broker distribution. We discuss how important is broker modernization to CAA and their plans to contribute to efficient broker workflow and client experience improvement. As CAA is a smaller...

In this solo episode, James shares three key points for how RiskWell is going to win in 2024. 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/agencyfreedom Email us at podcast@agencyfreedom.c...

Referrals, referrals, referrals! You've probably heard that referrals are great to get and have the highest win percentage when compared to other forms of prospecting. And, you'd be right to think that because it's true. However, most insurance agents and agencies do either a very poor job at systematically asking for (and receiving) referrals from their client base or COIs, or they have no proces...

It's the time of year to get intentional. Strategic planning can be exciting – but it doesn't always mean being the "smartest" or the "first" in your niche. Strategic planning is about being intentional with your vision and anticipating what could throw you off of that vision. Learn what Brett Young at Erb and Young is doing to set their firm up for success in 2024. Enjoy the episode! Episode Link...

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Chuck Blondino, Author of the book: The Remarkable Insurance Agency. Chuck discusses how his book can help independent agents and agencies in generating revenue while having fun with clients, the community, and marketing. Episode Highlights: Chuck shares his journey from entrepreneur to writing his own book. (3:27) C...

Let’s talk about the aggregators. The DIPP crew starts at the beginning – what are they? Why do they exist? How did they become important in the P & C landscape? Who are the major players? We then move on to key discussions, including: are they good or bad for brokers, carriers and consumers? and how can average brokers compete? Finally, we talk about connectivity and discuss whether carrier APIs...

In this solo episode, James shares reflections on a very challenging 2023. This is a two-part episode that continues next week with the RiskWell plan for winning in 2024. 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: http...

Do you struggle at scripting, branding, or sitting down to actually do the hard work of prospecting? Most producers struggle at something, and most of us struggle at many parts of the sales process. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht shares the five parts of his Permission Sales Framework and how selling insurance is like building a house. You have t...

Shift your agency's value proposition away from the carrier (price quoting) and onto your firm (broker of record). Nick Aube, Founder of Producer Systems, walks through the importance of taking control of your own destiny and selling yourself vs. selling on price. It not only helps your company, but your clients, too. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norr...

Discover how $350,000,000 is making a profound impact in New Orleans! In this episode, Inman Houston, President and CEO of Baptist Community Ministries (BCM), sheds light on how BCM is transforming lives by financially supporting organizations that address crucial community needs in safety, education, and health. However, the true highlight lies in Inman's compelling personal narrative. Joined by...

In this episode of Agents Influence podcast, host Jason Cass interviews Reghan Brandt, CEO of Loss Run Pro.  Episode Highlights: Reghan shares her background, including being raised by entrepreneurial parents and launching a premium finance company and Loss Run Pro in 2020. (3:03) Regan mentions that the current hard market conditions have made it crucial to have accurate data and a full submissio...

Round 2 with Sherif Gemayel. Sherif gives us an update on the state of broker modernization. Are the advanced brokers separating from the pack? What’s going on with SEO in the insurance industry? What’s holding brokers back from going all in on digitization ? Sherif tells us about an exciting government incentive program called CDAP that is available to brokers to help modernize their businesses a...

In this episode, James talks with Jarid Beck, Co-Founder of Risk Management Advisors. To learn more about Risk Management Advisors, visit https://www.riskmgmtadvisors.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: htt...

Two of the biggest agency consultants in the industry, Mick Hunt, CEO at Premier Strategy Box, and Larry Linne, CEO at InCite Performance Group, join us for a special edition of Getting Past the Premium. The duo covers what it takes to be committed to growth, solving the right problem for your clients, building the future you want and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: http...

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Amy Drewel, Amy and Teresa talk about how to build a team that fuels our agencies for tomorrow. Key Topics: Amy’s transition from HR manager to insurance agency owner, and the founding of Mosaic Insurance Alliance. The importance of transitioning from an agent role to focusing on business development. Challenges in hiring...