Agency Intelligence

Agency Intelligence: The Insurance Podcast Network

The Agency Intelligence Podcast Network is the top insurance podcast network with many unique series that let you hear from both insurance agency owners and insurance industry influencers. Learn from real insurance agents in real insurance agencies, get the latest and greatest that thought leaders in the insurance industry have to offer, and more!

Author

Agency Intelligence

Category

Business

Latest episode

Jul 7, 2026

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Episodes

Book 5, Episode 1: Best Version Possible. Chapters 1-4. 01.03.2022

In the first episode of Book 5 of the Explain This Book To Me Podcast, Josh Lipstone begins his discussion with the co-author of the book Best Version Possible, Brent Kelly. They discuss chapters 1-4 of BVP and learn about how much money an agency owner can leave on the table when they go to sell, the seven deadly traps to avoid, how to gain clarity as an agency owner, and becoming your best versi...

Millionaire Insurance Producer: How to Get Motivated & Confident 28.02.2022

Do you lack the Motivation to prospect for new business? Most insurance agents say they have a difficult time maintaining Motivation. However, I think the real culprit is something different and that it's because producers lack Confidence that they, therefore, lack the Motivation to prospect. But -- if the truth is known -- our host Charles Specht feels that something else is the real reason you l...

Age of Indiependence: Scoring for Client Success 28.02.2022

If you aren't giving your customer service team a quantifiable measure of their performance, you could be in danger of extending trust without clarity. In this episode of the Age of Indiependence podcast, hosted by Katlyn Eggar, find out which Top 5 indicators you can score to drive client success. Episode Highlights: Katlyn shares the first mistake that makes your customer service department vuln...

Digital Insurance Pint: What Keeps You Up at Night? 26.02.2022

In this episode of the Digital Insurance Pint Podcast, an innocent question like "What keeps you up at night?" leads to a lively discussion about the process of going paperless and other innovations in the broker space. Host Tom Reid asks the questions (most of them anyway), and digital brokers Adam Mitchell, Jeff Roy and Steve Earle bring the insights. But seriously, what's the drum kit doing in...

Agency Freedom: E43: Miles Merwin On Upgrading From Producer To Principal 25.02.2022

In this episode of Agency Freedom Podcast, James talks with Miles Merwin, Agency Principal of Advisors Insurance Agency in Greenville, SC and founder of the Producers to Principals coaching program.  Episode Highlights: Miles mentions the first time he met James and shares a little bit about his background. (9:05) Miles discusses a few of his hobbies, including musical instruments, kayaks, classic...

Millionaire Insurance Producer: Throwback: Why You Should Ask for the BOR During the First Meeting With a Prospect 24.02.2022

In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht teaches you exactly what you should say, and ask your prospect during your first meeting and -- specifically -- why you should ask for the signed BOR. Doing so tells you absolutely everything you need to know about your position in the process as well as how strong of a position the incumbent agent has wit...

Power Women In Insurance: Navigating The New Normal In Work Environments with Meg McKeen 23.02.2022

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Meg McKeen, Founder of Adjunct Advisors. Meg and Teresa talk about how the insurance industry is changing with virtual work environments and how the culture of growth and significance is creating a more impactful industry for the future. Episode Highlights: Meg shares how she was introduced to the insurance industry and wh...

Middle Market Has Larger Margins 22.02.2022

In this episode of Agency Intelligence podcast, host Jason Cass interviews Doug Benz, President of New Buffalo Insurance Agency. Doug talks about his agency and shares strategies on picking up middle market accounts to grow your agency.  Episode Highlights: Doug shares he is an iPhone user and the last app he downloaded. (3:29) Doug tells us that he loves to win more than he hates to lose. (5:08) ...

Millionaire Insurance Producer: Clearly Defining Your Ideal Prospect 21.02.2022

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...

Book 5, Episode 0: Best Version Possible. The Roadmap. 21.02.2022

In episode 0 of Book 5 of the Explain This Book To Me Podcast, Josh Lipstone provides the roadmap for the Best Version Possible book written by co-authors Brent Kelly & Roger Sitkins of the Sitkins Group. Josh provides a 50,000-foot view for each chapter and what the Loyal Readers can expect from the next three episodes. To purchase the book please visit this link, Sitkins Book, and to watch the d...

Digital Insurance Pint: Who Will Win in a Digital World? 19.02.2022

In this episode of the Digital Insurance Pint Podcast, Tom Reid, Steve Earle, Jeff Roy, and Adam Mitchell answer the question, "Who will win in a digital world?", meaning will brokers be able to take back market share from direct writers?  Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

Agency Freedom: E42: Scott Elliott On Driving Positive Change In Your City And Fellow Citizens 18.02.2022

In this episode of Agency Freedom Podcast, James talks with Scott Elliott, former City Councilman of McKinney, Texas, and the Executive Director of One Heart McKinney. OHM is a non-profit organization designed to coordinate and direct traffic for a variety of services to the community. Learn more at https://www.oneheartmckinney.com/ Learn more about the Save A Suit organization, championed by Rob...

Power Women In Insurance: Productivity and Time Management Hacks That Help You Be Present in 2022 16.02.2022

In this episode of Power Women In Insurance, Teresa Kitchens gives 5 tips for better productivity and time management because her main goal in 2022 is to be more present for those around her. Episode Highlights: Teresa discusses the juggling act of being a woman and mother in business. (1:15) Teresa shares that to be productive, you have to know your time management. (3:20) Teresa shares the first...

The MVP Podcast: Joe Kampert; Building YOUR House of Dreams 16.02.2022

In this episode of The MVP Podcast, Mitch Gibson interviews Joe Kampert, Agency Owner of Redwood Insurance Group in Austin, Texas to discuss what being a young agency owner is all about. Joe has built an agency around his passion for helping others. Throughout the show, Joe drops A LOT of helpful tips that will help you establish your foundation in this great industry. Episode Highlights: Joe shar...

Sydney Roe: Taking Down The Goliath Mindset 15.02.2022

Many people wanted to know, so it seemed only fitting that we invite Sydney Roe onto Agents Influence podcast and find out why she left B Atomic to join #thebigorange. It shocked many people, but after you listen to this podcast you will see this is nothing but good for her and great for our industry with a big win for Vertafore!

Sunday Special: Get Savvy with Jason Cass 13.02.2022

In this episode, Troy & Monica chat with Jason Cass about their new VA Companies and how they are bringing new alternatives to the insurance industry. Also, they share a few nuggets on how to improve your operations and succeed by implementing automation, technology, and training.

Digital Insurance Pint: Broker Acquisitions in the Pandemic 12.02.2022

In this episode of the Digital Insurance Pint Podcast, Tom Reid, Steve Earle, Jeff Roy, and Adam Mitchell share their take on the current state of the broker channel, and more specifically where acquisitions are headed in the context of the pandemic.  Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

Agency Freedom: E41: Five Distractions You Have To Move Past (Solo Episode) 11.02.2022

In this solo episode of Agency Freedom Podcast, James talks about five distractions that have to be identified and overcome in your agency. --- Visit our website to join our email list, sign up to be a potential guest on the show 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/gro...

Power Women In Insurance: Jumping Into Commercial Insurance And Swimming In New Waters - With Ciara Gravier 09.02.2022

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Ciara Gravier Founder & CEO of The Bunker Insurance & Risk Management. Teresa and Ciara discuss commercial insurance, how being a woman is challenging, and how to niche down. Episode Highlights: Ciara shares her background story and how she got to where she is today. (1:15) Ciara explains how her business has been affected...

QuoteWizard: Who Are They? 08.02.2022

In this episode of Agents Influence podcast, host Jason Cass interviews Jeff Hogue, Director of Insurance, Agent Sales at QuoteWizard. Jeff tells us what QuoteWizard is all about and how they are helping agents capture the growing market of online insurance shoppers.  Episode Highlights: Jeff shares that he is an iPhone user and that the last app that he downloaded was a sports application. (10:57...

Digital Insurance Pint: The New Normal 05.02.2022

In this episode of the Digital Insurance Pint Podcast, Tom Reid, Steve Earle, Jeff Roy, and Adam Mitchell discuss what is the new normal of being an insurance broker in the digital age, what it will take to win market share going forward and most importantly, what they’re drinking.  Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

Billy Van Jura, Insurtech Thoughts, And Why Aggregators 04.02.2022

In this episode of Agents Influence podcast, host Jason Cass interviews Billy Van Jura, Owner of Birchyard. Billy shares his thoughts on how independent agents should understand their value when it comes to InsurTech and their customers and data.  Episode Highlights: Billy tell us about his notes that are now available on Gumroad. (6:04) Billy explains that independent insurance agents are distrib...

Agency Freedom: E40: Grant Botma On Achieving Harmony In Your Work And Personal Life 04.02.2022

In this episode of Agency Freedom Podcast, James talks with Grant Botma, the Founder and CEO of Stewardship and the author of Work-Life Harmony, available now on Amazon. You can buy his book, and check out all of the useful links to the variety of resources from Grant here: https://www.liinks.co/grantbotma --- Visit our website to join our email list, sign up to be a potential guest on the show an...

Tech Is Taking Over Every Industry, Just Not Ours 03.02.2022

In this episode of Agents Influence podcast, host Jason Cass interviews Greg Head, Founder of Gregslist. Greg shares about his background in the software industry and gives us his insights on InsurTech and software disruption in the industry.  Episode Highlights: Greg shares that he is an iPhone user and the last app he downloaded. (3:43) Greg tells us why he loves to win. (4:35) Greg says that he...

RHS 132 - The Power Brokers on the Future of Insurtech 03.02.2022

This is a special multi-guest episode of The Ryan Hanley Show with a "Who's Who" lineup of technology power players including Steve Anderson, CEO of Catalyit, Peter MacDonald, Co-Founder & CEO of Wunderite, and Andrew Wynn, Co-Founder & CEO of Ascend. We get after all things independent insurance agents and technology. You don't want to miss this episode... Episode Highlights: Peter explains how t...

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