Agency Intelligence: The Insurance Podcast Network

In this episode of Agents Influence podcast, host Jason Cass interviews Joe Stephenson, Director of Digital Intelligence at INTERTEL, an Ontellus Company.  Episode Highlights: Joe shares his journey from law enforcement, to accident reconstruction, to insurance fraud investigations, and his current role as the Director of Digital Intelligence at INTERTEL. (2:29) Joe discusses how easy it is to gat...

Carol Jardine – one of the leading lights in our industry announced her retirement a number of months ago. We were honoured to be able to talk with her on her last day in the office. Carol told us about her career journey through the insurance industry, including her best & worst memories. We discussed some of the major hurdles facing the industry, including Wawanesa’s leading implementation of br...

In this episode, James talks with Caden Braly, Business Development Manager at Braly Insurance Group and CEO of Innovative Risk. To learn more about Braly Insurance Group, visit https://bralyinsurance.com. To learn more about Innovative Risk, visit https://www.innovativerisk.io. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://ww...

Insurance agencies know they need to modernize and adopt technology. But that brings in a new set of challenges. Sydney Roe, Director of Agency Marketing at Vertafore, dives into the importance of connection among your tech stack – connection to your team, your other tech, your clients and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norri...

In this episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast, Danny Lawrence sits down with Greg De Jesus, Director of Sales at Ennabl. Greg gives us a couple of examples of how to understand your agency's data to inform and empower strategic decision-making. Harness this knowledge to effectively master and optimize your actions for maximum impact. Episode Highlights: Greg mentions tha...

FAFSA? EFC? SAI? What does all this mean? College planning is complicated and overwhelming for both the student and the parent. There should be an easy button to plan for college.  In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, has a candid discussion with John Hupalo (4-time guest on the show) on navigating the FASFA maze. From demystifying FASFA responsibilities to understa...

In this live episode of the Agency Intelligence podcast, host Jason Cass, and guest host Mitch Gibson interview Ebens Jean, Co-Founder of One Way Insurance Group, Margeaux Giles, CEO of Irys, CJ Hutsenpiller, Owner of Hutsenpiller Insurance, and Michael Lebor, CEO of InsuranceGIG. Resources Mentioned: Ebens Jean LinkedIn Margeaux Giles LinkedIn CJ Hutsenpiller LinkedIn Michael Lebor LinkedIn Mitch...

One of the biggest reasons insurance agents don't achieve success as a producer is due to the QUANTITY of accounts on their prospect list. But the biggest reason overall is no doubt the QUALITY of the accounts on their prospect list.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you how to increase the QUALITY of the accounts you are prosp...

In this episode, the guys talk to CJ Nolan, President of Munn Insurance – Canadian broker of the year. We learn about the origin story of Munn insurance and how they became broker of the year. We also talk about Munn’s investment in technology, staffing and their biggest challenges. We also dig into what needs to be done to accelerate connectivity, how broker consolidation is affecting the industr...

In this episode, James talks with Alex Toler, Director of Business Development at SimparaHR. To learn more about SimparaHR visit https://www.simparahr.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.faceboo...

How do you go from sales to consulting? What's the difference? Chase Courtney, a "recovering CPA" and the Director of Technology Sales at Imperial PFS, joins us to discuss how to apply your foundation of knowledge to help sell a particular product. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-nor...

In this episode of 10 Rules of Business, recorded live from IndieTech 2023, Sean Kirby is joined by Michael Nelson of EZ Lynx. Michael gives a glimpse into the next big things for EZ Lynx, including AI enhancements, integrated solutions, and the commitment to make every agent's life easier and more productive.

In this episode of Agents Influence podcast, host Jason Cass interviews Andrew Chermark, Founder of Ensure Analytics. Episode Highlights: Andrew shares his experience in the telematics industry, starting with cellular one and Nextel, and how he got into the industry through tracking devices. (3:37) Andrew mentions that utilizing scorecards and clean driving data can help brokers provide value to t...

Listen to the latest solo episode from host, James Jenkins. 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.com with ideas, questions, complain...

In this episode of the Agency Intelligence podcast, recorded live from IndieTech 2023, host Jason Cass sits down with Reid Holzworth, CEO of Ivans Insurance Solutions. From tackling initial challenges to connecting with 120 carriers in just one year, Reid shares the transformative journey of Ivans under his leadership. Resources Mentioned: Reid Holzworth LinkedIn Ivans Insurance Solutions Reach ou...

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA, and Xavier Angel, CFP®, ChFC, CLTC, hear from Alexander Bigbie of Flyte as he shares his story of running small programs to help individuals in vulnerable communities with their financial literacy. Be prepared to be inspired. Episode Highlights: Alexander explains that establishing credit at a young age and learning how to e...

In this episode, James talks with Nikki Ostrander, Owner of Vault Insurance & Risk Management. To learn more about Vault Insurance & Risk Management. visit https://www.vaultinsure.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 Podc...

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Elizabeth Culley, Owner of GravityCerts. Teresa and Elizabeth discuss GravityCerts and how agencies can achieve better-streamlined processes with their systems. Episode Highlights: Elizabeth discusses the flexibility and options available in running an independent agency and how she created GravityCerts from scratch, devel...

In this episode of 10 Rules of Business, recorded live from IndieTech 2023, Jake Jines talks with Sean Kirby about the transformative role of Virtual Employees (VEs) in the insurance industry. Discover how VEs handle renewals and daily tasks, epitomizing efficiency in today's digital age.

In this episode of Agents Influence podcast, host Jason Cass interviews Steve Mohr, Founder of Insurance Industry Index. Episode Highlights: Steve discusses his “Insurance Industry Index” platform, an all-in-one source for insurance professionals that covers technology, coaching, podcasts, jobs, and events (5:46) Steve mentions that his initial goal was to help the independent agency channel, but...

Please visit https://www.riskwell.com/cyber-insurance-for-insurance-agents/ to learn more about this critical exposure. We have multiple programs available to help you get the right coverage placed for your agency in 1-2 business days or less. If you want to talk further, please email commercial@riskwell.com.

Setting appointments with new prospects is hard. But it's also one of the most important things a producer needs to improve at in order to win new clients. "Scripting" (what you say or write to your prospects) is the difference maker for all of it. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht outlines what is potentially the best prospecting script i...

In this episode, James talks with Colby Allen, Consultant and Financial Analyst at AgencyFocus. To learn more about AgencyFocus, visit https://agency-focus.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.f...

Reid Holzworth, CEO of IVANS Insurance Solutions, has been an instrumental player in the insurtech space, from building one of the premier agency management systems to now leading IVANS. He joins Elliot Bassett and Ryan Brott to talk connectivity. How do you better connect your technology? How does that better connect you to carriers? To clients? To your service team? Enjoy the episode! Episode Li...

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Susan Wathen Johnston, President of Countryside Insurance Agency. Susan discusses how to build resilience and how to approach each day with Tenacity. Episode Highlights: Susan shares her early involvement in insurance, spending time at age 6 in her father's agency and getting her license at 18 to work part-time. (2:32) Sus...