Agency Intelligence: The Insurance Podcast Network

In the final installment of our summer solo episode series, James talks about navigating the hard market. 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@age...

Most insurance agents fail at selling insurance because they started on the wrong foot. They never achieved traction and so they failed. What I've found is that many agents lack traction because they don't know what they're selling or to whom they're selling. They are "generalists" and they achieve mediocrity every single day. If you want to become more successful at selling insurance, figure out...

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Niki Henley, Owner of Extra Mile Insurance Solutions.  Niki started her agency in 2019 and was a guest in 2020. Today, we followed up with her progress and talked about what has helped her build her agency most successfully. Episode Highlights: Niki shares that she opened her own agency in 2019, and faced challenges in the...

This episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast! Co-Host Danny Lawrence sits down with Caden Braly, VP of Business Development at AgentsTech.  Using Caden's expertise as an agent and insurtech specialist, he advocates for AgentsTech, by empowering agents to embrace insurtech solutions, revolutionizing both their front and back offices. This transformation is essential for the...

In this episode of Agency Intelligence podcast, host Jason Cass is joined by Kelly Donahue-Piro, President of Agency Performance Partners to discuss the solutions to the problems that the majority of agencies are experiencing. Kelly also talks about their courses and training, which can help agents and agencies improve. Episode Highlights: What’s Kelly’s opinion about the role of Jason Cass with h...

You may or may not be an agent looking to shift your career away from slinging policies and throwing mud against the walls to see what sticks. And, I get that. Or, you may not be an agency owner looking to add "Consulting" to your list of services provided. And, again, I get that. But .... it might just be the absolute PERFECT CHOICE for you going forward, and that's what this episode is also abou...

We first hit up Taylor soon after he started his role with Applied. He gave us a lot of insight into his background, his approach to the business and future plans for Applied. Now that Taylor has had a chance to settle into the role, he’s starting to see some of the fruits of his efforts take shape. Taylor then shares an update on the Epic transformation – making it more open, efficient & leveragi...

In this episode, James talks about 4 reasons why you should NOT launch an insurance-related podcast in 2023. He ends the episode with a much better idea for generating real impact and profitable opportunities for your office. 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 Podcas...

Some of the toughest decisions in my life involved hiring and firing employees. I was confronted with the emotional toll it took on both ends of the spectrum. That's why our guest, Joey Coleman, renowned author of 'Never Lose a Customer Again' and 'Never Lose an Employee Again', is here to shed some light on this intricate process. With his own experiences as a leader and the challenging decisions...

What is robotic process automation and how can you use RPA to eliminate repetitive tasks at your agency? Bharath Bangalore, founder at Blue Ocean Strategic Partners, is focused on helping the insurance industry save time, money and unnecessary headaches. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbro...

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Kelly Donahue-Piro, President of Agency Performance Partners. Kelly Donahue-Piro and Teresa chat about how to lead a strong team into next generation of independent agencies Episode Highlights: Kelly explains that account managers often feel overwhelmed by their work and the demands of their roles. However, it is crucial t...

In this episode of Agency Intelligence podcast, host Jason Cass interviews Scott Howell, CLCS, Agency Owner of iProtect Insurance & Financial Services, and Co-Host of The Insurance Guys Podcast. Scott talks about how he met Bradley Flowers and why communication plays a huge role in the insurance industry. Episode Highlights: Scott mentions what he really appreciates about Jason. (4:04) Does Scott...

For most brokers, their BMS is critical to the success of their business. As such, we felt it was important to have another discussion with Theo Duchen, Acturis co-CEO. We also discuss Power Broker vs Acturis and what their broker clients get from those systems. We also discuss some of their other key developments and what brokers can expect in the future from Acturis.

This is the second installment of hot takes and strong opinions, James talks about prospecting and how to better connect with new prospects in the sales process. 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...

Excuses never made anyone any money. People who go bankrupt always have an excuse as to why. Salespeople who don't win an account always have an excuse for their failure. That goes for insurance producers as well. There are reasons and excuses for all failures. But insurance agents who hold onto excuses are the ones who live paycheck to paycheck.  In this throwback episode of the Millionaire Insur...

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Kali DeWitt Rodgers, Insurance Advisor at DeWitt Insurance Group. Kali and Teresa talk about how using automation in the family agency has helped them scale and yet work a flexible schedule for their team. Episode Highlights: Kali mentions that the most important thing to her about working in insurance is that you can stil...

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Jeff Roy, the CEO of Excalibur Insurance Group. Jeff and Jason tackle everything that business owners should know, including the answer to this question: "Jeff, what is one thing you are doing today that you were not doing 10 years ago?" Take a listen to find out his answer! Episode Highlights: What has attributed to Je...

I know, I know. This is a different kind of episode than you're used to. But, it just might be one that changes your life for the better!  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will begin teaching you about how to exit the "rat race" of selling insurance policies and -- instead -- become a wholly independent, fee-based insurance consultant where you wil...

In this episode, we talk with Don Forgeron (CEO) & James Fordham (CIO) from the Insurance Bureau of Canada (IBC). Don recently announced his retirement from the IBC and we get him to open up & dish on what he’s seen in his career. He shares some of the cool things that IBC does – things that brokers might not know. We also hear about the IBC’s PR work and the industry’s Covid response. Don also di...

 In this first solo episode in the summer Hot Takes and Strong Opinions series, James answers questions from the audience on two topics: Surviving the hard market Required Time Off (RTO) and Work From Home (WFH) 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...

In this episode of Power Women In Insurance, Teresa Kitchens discusses the top three tips to overcoming burnout. Episode Highlights: Teresa mentions that leaders should explore various options to overcome challenges and improve their team performance. (3:16) Teresa explains that burnout is a deeper form of stress and that engaging in activities like volunteering and giving back to the community ca...

In this episode of The MVP Podcast, Mitch Gibson sits down with Nick Aube, Founder of Producer Systems, to talk about what it takes for a young agent to gain confidence early on in your career that brings you credibility and trust from your customers/prospects! Winning is what we all want to do, but guess what, IT TAKES HARD WORK! Episode Highlights: Nick believes that producers often come with a...

Jason just rocked the OnPoint Podcast discussing IndieTech 2023. Shining a light on game-changing InsurTech, he highlighted AI's power to redefine the independent agent's landscape.

There are a number of things you can do to increase the likelihood of winning new clients from signed Broker of Record Letters. Some are more difficult to accomplish initially and may require experience, but others are things you can start doing immediately to win more signatures.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will begin to itemize th...

In this episode, we are joined by Josh Reznick of Foxquilt. Josh is a former carrier exec who has made the leap into the insuretech world. Foxquilt is an Insurance-as-a-Service platform focussed on commercial insurance, underpinned by a unique data and machine learning underwriting infrastructure. The team digs into Foxquilt’s approach to connectivity, working with carriers & vendors. We discuss e...