Agency Intelligence: The Insurance Podcast Network

In this episode of Agency Intelligence podcast, host Jason Cass interviews Vonda Copeland, CPIA, CWCU, Vice President of Operations Administration at Copeland Insurance Agency. Vonda talks about her approach in the insurance industry and her acquisition development.  Episode Highlights: What has attributed to Vonda’s success, skill or luck? (14:48) Vonda shares how she got into the insurance indus...

In this episode of the Age of Indiependence podcast, host Katlyn Eggar discusses how to protect the strongest asset in your agency by eliminating threats that shake up your top performer's confidence, stretch them too thin, or leave them with an unclear vision. Episode Highlights: Katlyn mentions why some people are putting extra workloads on their top performers. (5:13) What is a top performer? (...

In this episode of Agency Intelligence, guest host Mike Crowley interviews Carrie Galvez Reynolds, Owner of Alan Galvez Insurance. It is never easy mixing family and business decisions but sometimes original or older generations just need to step aside. Carrie used a unique situation in her family agency to remove one of the parents from the agency. It was a business decision, not a personal decis...

James unpacks the opportunities and threats that you'll face in the social and technological areas of your agency. In this episode, you'll hear about: Selecting your tribe, planning your high level social media strategies, building your ideal tech stack and planning for cyber liability and data breach events.

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Cameron Tolman, MBA, Director of Business Development at Podium. Cameron joins the podcast to discuss exactly what Podium is and does, as well as how independent insurance agents can bridge the gap to digital transformation. This is an episode you don't want to miss... Episode Highlights: Cameron gives a short background on Podium. (7...

In this episode of Agency Intelligence podcast, host Jason Cass interviews Erin Neill, Owner of Hanby Insurance. Erin goes in depth about how she acquired the agency and details her goals for the future. Episode Highlights: What has attributed to Erin’s success, skill or luck? (4:58) Erin shares her background. (6:37) Erin mentions how she was able to acquire Hanby Insurance. (10:24) Erin shares t...

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Brad Shorkend, co-CEO of Still Human. Brad unlocks how to activate and energize humans, and shows the role EQ will play in the insurance world as technology continues to advance. Episode Highlights: Has Brad lived in South Africa his whole life? (3:44) Brad shares how his travels have been part of his research on hum...

This is Cass...I was reminded lately of the big lies we tell ourselves in this business. So I went back and reviewed what I learned when this type of thing happened before. In this podcast, I share them with you. Loyal listeners already know them and always need to be reminded...as I was. 

In this episode, James unpacks the Operational component of your Agency Freedom Launch Plan. We go in to great detail on the key parts to consider as you are reviewing and setting up your operations from top to bottom. Visit https://www.riskwell.com/podcast to sign up for our Freedom Jumpers Email List and receive all of the links and downloads for resources useful stuff for your agency.

In this episode of Agency Intelligence, James Castell joins guest host Mike Crowley. James talks about how he successfully joined a family agency by opening a new product division in their agency and within 10 years is awarded one of Liberty Mutual's agent of the year awards. Episode Highlights: James shares how he got into the insurance industry. (2:43) James mentions how the give and take with h...

In this episode of Agency Intelligence podcast, host Jason Cass interviews Ellie Platt, Owner of Platt Insurance. Ellie talks about her expertise in the nonprofit and the growth of her agency. Episode Highlights: What has attributed to Ellie’s success, skill or luck? (9:17) Ellie shares her background. (10:16) Ellie mentions how Kate has helped her in the insurance industry. (11:44) Ellie mentions...

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Emily Gerber Poe, Owner of Gerber Insurance & Financial Services, and Founder/Owner at Medical Claims Helper, Inc. Emily's visionary leadership style has led her multi-location agency to flourish in the independent world. Hear how she is successfully mastering agency acquisition, diversifying her portfolio, and recru...

In this episode of Agents Influence podcast, host Jason Cass interviews Andy Mathisen, Co-Founder, and CMO of GloveBox. Andy talks about his approach in the insurance industry and what we should know about GloveBox. Episode Highlights: What has contributed to Andy’s success, skill or luck? (8:17) Andy mentions the last book he read. (8:32) Andy shares his background. (13:03) Andy shares how GloveB...

We're thrilled to introduce a new series on the AI Podcast Network! Today, we bring you Agency Freedom Podcast, hosted by James Jenkins, Chief Risk Officer at Riskwell Insurance. In this pilot episode, James unpacks the mission for Agency Freedom Podcast. He addresses the question of why we're doing this whole thing and exactly what you can expect in the coming weeks and months. James shares his o...

In this episode of The Ryan Hanley Show, Meg McKeen, Founder and Chief Confidence Officer at Adjunct Advisors, LLC, joins the podcast for a conversation on sales, the insurance industry, and the power of developing your authentic voice. Meg is a tremendous resource for our industry and I know you're going to love this episode... Episode Highlights: Meg mentions how she maintains her composure. (10...

In this episode of Agency Intelligence podcast, host Jason Cass interviews Zach Simmonds, Account Executive at Eber & Associates Insurance Services. Zach talks about his career as a new agent and his niche in the insurance industry. Episode Highlights: Zach shares his background. (5:14) What has attributed to Zach’s success, skill or luck? (10:03) Zach shares some of the strategies he uses to be s...

In this episode of Insurance In Your Words, an AI podcast series originally aired in 2016, host, Joey Giangola, talks to Troy Thompson about the importance of viewing your systems, processes and wow factor as a continued work in progress that are never fully complete.

In this episode of The Ryan Hanley Show, Bob Frady, CEO & Founder of HazardHub, joins the podcast to discuss the value of hazard risk data and why the secret to the future of insurance success is putting data to use for your business. This is an episode you don't want to miss… Episode Highlights: Bob mentions why January was an interesting month for them. (4:09) Bob shares why people think that th...

In this episode of Agency Intelligence podcast, host Jason Cass interviews Michelle Mosher, Founder, CEO of Southshore Insurance Professionals, and Michele Horwitz, Agency Owner of Bay Area Insurance Shop, Inc. Michelle and Michele talk about their approach to business and niche in the insurance industry. Episode Highlights: What has attributed to Michele and Michelle’s success, skill or luck? (7:...

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews three-time TedX speaker, best-selling author, and leadership guru Dr. Todd Dewett, PhD. Dr. Dewett shares with us how to lead authentically, inspire a creative work environment, and why we shouldn't be afraid to show our ink. Episode Highlights: Dr. Todd Dewett shares some of the books he authored. (4:47) Where does...

Back by popular demand, we dug deep into the archives and found an old podcast series from 2016 called, Insurance in Your Words. This podcast was hosted by the one and only, Joey Giangola, and is very unique in how it's recorded and delivered. In this episode, Joey shares how knowing the margins, (commission – time = profit) on each policy you sell and market will make sure you’re always preparing...

In this episode of The Ryan Hanley Show, Ryan is joined by Clint Pulver, Emmy Award winning keynote speaker, professional drummer, and author of I Love It Here. A former private pilot turned generational workforce expert, Clint has dedicated his professional career as the undercover millennial, uncovering the secrets to what leaders are doing right. Clint shows us how to be mentor-managers and why...

In this episode of Agency Intelligence podcast, host Jason Cass interviews Quincy Branch, President, and CEO of Branch Benefits Consultants. Quincy shares how he built a successful career in the insurance industry, the importance of mentorship and what he’s learned from his acquisitions. Episode Highlights: What has attributed to Quincy’s success, skill or luck? (7:43) Quincy shares his background...

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Teresa Kitchens, agency owner of Sterling Insurance Group and podcast host. Teresa shares how she's upping her game with CRM skills, new recruits, and celebrating her competition. Episode Highlights: Teresa shares why she started the Power Women in Insurance podcast. (1:44) Teresa gives a short background about the c...

In this episode of the Agency Intelligence podcast, host Jason Cass is joined by Katlyn Eggar, host of Age of Indiependence Podcast. Listen as they discuss leads, retention and significant processes that are beneficial in a modern agency. Episode Highlights:  Does Jason think automated agencies will take over modern and hybrid agencies? (4:34) Katlyn explains the difference between the modern agen...