Agency Intelligence: The Insurance Podcast Network

In this episode of Agents Influence podcast, host Jason Cass interviews Davie Holt, National Sales Practice Leader at IPFS. Episode Highlights: Davie discusses the benefits of using IPFS to enhance the efficiency of payment and finance transactions for agents, allowing them more time to concentrate on sales, account management, and business development. (8:03) Davie explains the mechanics of premi...

Do you struggle with "follow-up" for your prospects? Or, maybe you struggle because you only do follow-up in one form (e.g. cold calls or emails)? If yes, then welcome to the club! We all struggle with it. Prospecting is difficult and confusing and most agencies don't have someone to teach you how to do it because no one else there knows how to do it, either!  In this episode of the Millionaire In...

Does the Pareto principle (80/20 “rule”) apply to the placement of business with a broker’s markets? What are the pros & cons of having more markets vs less markets? How does a broker’s relationship with individual carriers change with size? Yup – this is another debate about whether “size matters” Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Torey Maerz, Founder, and CEO of Client Circle. To learn more about Client Circle, visit https://www.clientcircle.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....

No, I'm not talking about this podcast. I'm talking about you prospecting for new business! How you utilize "time" and the availability of it will have a direct correlation to your success in sales. If your prospect doesn't feel a need to move forward, to get things done, to understand how important it is to move quickly, you will not only struggle at setting new business appointments but you'll h...

In this episode of The MVP Podcast, Mitch Gibson sits down with Jake Jines from The Insurance Alliance to bring you the sales tip of the week. Episode Highlights: Jake discusses how the use of Loss Run Pro has helped speed up the process of getting loss runs and forms put together, taking a two-week process down to a three-day process. (5:16) Jake discusses the importance of building relationships...

In this throwback episode of Power Women In Insurance, Teresa sits down with Angela Adams, President of Angela Adams Consulting Services. Angela is a consultant to agencies all over the country to help them scale and grow their business. Episode Highlights: Angela shares her insurance background. (1:15) Angela explains why insurance is an amazing field for women. (4:12) How did Angela build her ag...

Jason was recently on a webinar for Semsee, discussing the four models of insurance and the future of an agency. He gets a little out there in some of his thoughts. Be sure to check this one out!

You probably didn't write as much new business this year as you could have. Nope. Not even close. You probably could have doubled it. Easily doubled it. Maybe even tripled it? You already have the tools to do it. You don't need better scripts, better prospects, or anything like that. You just need better accountability. In this throwback episode of the Millionaire Insurance Producer podcast, host...

How does the Digital Insurance Podcast get made? A dash of experience, a pinch of sass, a spoonful of wishful thinking, and a whole lot of support from Jai Laba and IFS Premium Finance. In this episode, we talk about Jai’s past, sports, Mount Everest, and where IFS fits into the broker channel. The majority of brokers rely on their carriers to collect premiums & are thus beholden to their carrier’...

In this episode, James talks with Frank Sentner, Owner of Sentwood Consulting. 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,...

Doug Benz, co-founder of New Buffalo Insurance (with his incredible wife, Liz Benz), is one of my personal favorite people in the insurance industry.  One of the things that I enjoy about Doug is he always has one eye on the future while staying true to his professional insurance agent roots.  I loved this conversation and I'm sure you will too... Episode Highlights: Doug discusses how insurance s...

It's really hard to set new business appointments with your prospects if you can't communicate with them directly. (Go figure, right?) So, then, why in the world would you ... (or another agent you know?) ... keep prospecting in ways where you are forced to deal with gatekeepers and receptionists? That just doesn't make sense to me at all. In this episode of the Millionaire Insurance Producer podc...

In this episode of Agents Influence podcast, host Jason Cass interviews Mark Engels, CEO of ePayPolicy.  Episode Highlights: Mark discusses the importance of digital payments and financing in the insurance industry, and ePayPolicy's mission to make payment collection and reconciliation as frictionless as possible for their agency customers. (5:26) Mark shares the development of ePayPolicy's Financ...

One definition of an accelerant is: “A substance used to accelerate a process”. In this episode, Jeff Radke, CEO of Accelerant discusses their foray into Canada and how they plan to accelerate that process. Accelerant was founded by industry veterans with a burning (get it?) desire to challenge the status quo & the capital to make it happen. Buckle up & have a listen to what Jeff has to say to the...

In this episode, James talks with Alexander Dopazo, Commercial Account Manager at Dopazo & Associates Insurance. To learn more about Dopazo & Associates Insurance, visit https://www.dopazoinsurance.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 A...

In this episode of The Ryan Hanley Show, Ryan Hanley interviews CJ Hutsenpiller. CJ Hutsenpiller is a true insurance entrepreneur, running his family agency while also being co-owner of The Collective Agency Council and owner of Tacobot, a chatbot agency that specializes in lead generation and client experience chatbots for the insurance industry. I loved this conversation with CJ and I know you w...

Anyone can just show up and -- sadly -- that's all most producers do. The real question to answer should be: What am I accomplishing when I actually do show up and do the work? In other words, are you achieving the results you really want for yourself, or are you doing just enough to get by? Are you merely hitting your "safe goals" or are you doing so much work you're making those old goals look l...

Attract and Keep Good People. In today's competitive job market, finding and retaining top talent is a challenge for any organization. However, it is not impossible, and we are here to share insights and strategies to help you attract and keep the best people for your team. Join us as we dive into the world of recruitment and explore the many ways in which you can create a work environment that is...

In this episode of The MVP Podcast, Mitch Gibson sits down with Margeaux Giles, CEO of IRYS Insurtech, to talk about the struggles she went through while owning her own agency that lead her to create IRYS.  Episode Highlights: Margeaux answers the five rapid-fire questions, including her favorite color, favorite flavor of ice cream, and where she would like to go on vacation. (2:18) Margeaux share...

In this episode of Agency Intelligence podcast, host Jason Cass interviews Jeremy Goodrich, Owner of Shine Insurance Agency. Episode Highlights: Jeremy mentions that he and his wife established Shine Insurance Agency in 2013, aiming to transform people's perception of insurance. (1:36) Jeremy advises new agency owners to start writing down their processes from the beginning to create efficient sys...

“She blinded me with science!” And hit me with technology In this episode, we dig into the unintended consequences of technology implementations. Was the broker thrown out with the bathwater when insurance companies got rid of their legacy systems and went with Guidewire? Did carriers solicit broker input on tools & processes to remove friction? Did carriers receive “good” feedback from brokers? I...

In this episode, James talks with Lani Cathey, CEO of XDimensional Technologies. To learn more about XDimensional Technologies, Inc, visit https://xdti.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.faceb...

In this episode of The Ryan Hanley Show, Ryan Hanley is joined by Michael Eagan. Michael Eagan founded The Independence Hub, which seeks to make insurance the preferred industry for neurodivergent talent.  Insurance Hub aims to offer the insurance industry connections to best practices and talent through industry educational and neurodivergent recruiting events. Don't miss this episode... Episode...

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Michelle Mosher, Agency Principal at Southshore Insurance Professionals. Michelle and Teresa talk about surviving a hard market and being a resource for your clients. Episode Highlights: Michelle discusses the insolvency of six companies in Florida the previous year and its effect on policyholders. (2:27) Michelle explains...