Agency Intelligence: The Insurance Podcast Network

In this episode of the MVP Podcast, we’re "Talkin' Tech" with Danny Lawrence. Danny sits down with Jacob Bolton, Account Executive at AgencyZoom. A fresh young mind in the Indietech world discusses modernizing your Agency - 75% of the workplace will be millennial or gen-z by 2026. Customer/Employee expectations are higher than ever - how do you provide a better experience for both? Episode Highlig...

In this throwback episode of Power Women In Insurance, Teresa Kitchens sits down with Mernice Oliver, Founder and Executive Director of The National Association for Advancement of Women In Insurance. Mernice is a business coach in the insurance industry who focuses on women and helping them achieve their goals. Episode Highlights: Mernice shares her humble beginnings and how she got to where she i...

In this episode of Agency Intelligence podcast, host Jason Cass interviews Ebens Jean Co-Founder/CEO at One Way Insurance Group. Ebens talks about the diversity of life, and how building community strengthens our unity.   Episode Highlights: Ebens shares that he just recently switched to an iPhone and the last application he downloaded was YouTube Kids. (3:43) Ebens explains that he loves to win b...

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...

Time to look back on the year that was 2022. The guys tackle the impact of some of the most interesting (to them) events in the past year, including: The great return to the office Broker M & A Carrier implementations of Guidewire The hard market Facility Association The impact of inflation on the broker channel Join Tom, Adam, Jeff & Steve for their (censored) take on the last 12 months.

Recorded LIVE from IndieTech 2023! In this episode, James talks with Ryan Westerman, President of AndDone, and Chase Courtney, Director of Technology Sales at Imperial PFS. To learn more about AndDone, visit https://anddone.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 Pod...

In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht interviews one of his sales training clients, Man Phung. Man only started writing commercial accounts about three years ago but has been implementing the things Charles has been teaching, such as Thinking BIGGER, micro-niching down, utilizing the 12-Month Timeline of Services, etc. The result is that he's...

Private equity doesn't always win outright, but it almost never loses. As the independent insurance model continues to face consolidation, how do you compete? Andrew Wynn, Co-Founder at Ascend, joins the show to dive into how you can build an efficient agency model by automating tasks and focusing on relationships. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris....

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Elyse Archer, CEO & Founder of She Sells. Elyse discusses the roadblocks to selling and how to move through the blockages to achieve great sales numbers.  Episode Highlights: Elyse shares that her passion for her business stems from a challenge she faced early on in her career (1:41) Elyse mentions that the Big Three for w...

In this episode of Agents Influence podcast, host Jason Cass interviews Torey Maerz, Founder and CEO of ClientCircle. Episode Highlights: Torey mentions that AI has evolved and improved significantly, leading to the rebranding of their AI as Circle AI, which has allowed for greater efficiency and better results using new and advanced models. (3:26) Torey explains that automating the customer journ...

Are girls really bad at math? If something costs less than $5, it’s practically free, right? If I return something and get a store credit, I make money, correct? LOL Xavier Angel, CFP®, ChFC, CLTC, and Erik Garcia, CFP®, BFA, discuss one of the latest TikTok trends #girlmath. Erik dispels the myth that girls are worse at math than boys. They discuss how we all tell ourselves stories to justify wha...

Selling the insurance brokerage in which you’ve put a lifetime of effort is no small step. How do you know that you’ve got the right partner? The right price? The right place for your clients & staff? Good news – the DIPP crew has done a bunch of legwork for you. Our M & A series covers some of the most important questions & brings you the answers, right from the source. In this episode, you’ll he...

Recorded LIVE from IndieTech 2023! In this episode, James talks with Paul Hawkins, CEO of Hawksoft & Jerry Fox, Vice President of Carrier Relations at HawkSoft. To learn more about HawkSoft, visit https://www.hawksoft.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...

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Carrie Cheeks. Carrie Cheeks is a Workers Comp expert with Jencap and she discusses how she got into the industry and how she is connecting with agents to build a better workers comp industry. Episode Highlights: Carrie mentions that she initially had no interest in the insurance industry but was convinced by her Uncle to...

In this episode of Agents Influence podcast, host Jason Cass interviews Scott Knowles, CEO and Co-Founder of Loss Scan. Episode Highlights: Scott shares his background in the industry and the development of a tool called Loss Scan to extract data from loss runs for analysis. (2:31) Scott explains that Loss Scan is a one-click tool that imports and extracts detailed information from loss runs, stre...

Selling the insurance brokerage in which you’ve put a lifetime of effort is no small step. How do you know that you’ve got the right partner? The right price? The right place for your clients & staff? Good news – the DIPP crew has done a bunch of legwork for you. Our M & A series covers some of the most important questions & brings you the answers, right from the source. In this episode, you’ll he...

Recorded LIVE from IndieTech 2023! In this episode, James talks with Ryan Mathisen & Sean Mulhern, Co-Founders of GloveBox. To learn more about GloveBox, visit https://gloveboxapp.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 "Talkin' Tech" with Danny Lawrence on the MVP Podcast, Co-Host Danny Lawrence sits down with Andre Wiafe, Senior Account Executive at Insurance Agent App in his first podcast appearance. Andre discusses how offering digital convenience, companies can foster customer loyalty and retention, ultimately leading to a stronger competitive advantage through an improved customer experie...

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Ashley Mastowski , the agency owner of First Choice Insurance. Ashley and Teresa have a follow up on how she has built her agency through CoVid, having twins, and navigating a hard market. Episode Highlights: Ashley mentions that after working in the captive world for 12 years, she decided to explore other opportunities an...

In this episode of Agents Influence podcast, host Jason Cass interviews Andy Neary, Founder of Complete Game Consulting. Episode Highlights: Andy shares his journey of struggling in sales for 10 years, reinventing his career, and finding success by adopting innovative marketing strategies, now helping others in the industry through his coaching and training business. (5:07) Andy mentions that mark...

Business owners often have the majority of their net worth tied up in their business. Does it make sense for them to diversify their wealth to protect their assets and achieve long-term financial security? Erik Garcia, CFP®, BFA, talks about why it’s a bad idea to have all your eggs in one pocket and shares his 8 compelling reasons why business owners should diversify their wealth (reason #8 is th...

In this engaging discussion, we unpack the significance of individual citizenship and the fundamental values that make one a quality human and a contributing member of society. Inspired by Teddy Roosevelt's iconic speech, 'The Citizen in a Republic,' we emphasize the need for these ideals in our current society, where they seem to have been replaced by more materialistic values. Further into the d...

Most insurance agents out there don't really know what they are supposed to be doing, as far as prospecting and selling are concerned. They have little training and often they're trained to do what the person before them has done, even if that person didn't achieve A+ results.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will detail seven things ins...

Selling the insurance brokerage in which you’ve put a lifetime of effort is no small step. How do you know that you’ve got the right partner? The right price? The right place for your clients & staff? Good news – the DIPP crew has done a bunch of legwork for you. Our M & A series covers some of the most important questions & brings you the answers, right from the source. In this episode, you’ll he...

Recorded LIVE from IndieTech 2023! In this episode, James talks with Doug Mohr, Vice President of Industry Relationships and Partnerships at Vertafore. To learn more about Vertafore, visit https://www.vertafore.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 Face...