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

Landing Large Accounts Are About Capabilities 05.05.2020

In today’s episode of Agents Influence podcast, host Jason Cass interviews Ryan Deeds, Vice President of Technology and Data Management at Assurex Global. R   yan talks about data and his ideas about retention, revenue, producers, and sales discipline. Ryan also discusses one core analytic and its significance.

Let's Not Go Back to How It Was, Let's Go to How It's Going to Be 01.05.2020

In today’s episode of Agents Influence podcast, host Jason Cass interviews Tron Young, Principal of Joseph Arthur Middle School who was recently named the 2020 Illinois Principal of the Year. Tron shares how he makes education fun and how he engages with his students and the impact he is trying to make in the field of education. 

Money Doesn't Disappear, It Just Changes Ownership says Preston Schmidli, Nicholas Ayers, McBilly Sy and Will Shaw 28.04.2020

In today's episode of Agency Intelligence podcast, Jason Cass hosts Nicholas Ayers, Will Shaw, Preston Schmidli and McBilly Sy to talk about their new startup, Better Agency. They discuss their reasoning for starting this new company, their goals, and how they feel Better Agency will shape the future of the insurance industry.

Teresa Kitchens: A Swift Kick to the Head That Alters Your Reality Forever, That's Shakubuku 24.04.2020

In this episode of Agency Intelligence podcast, host Jason Cass speaks with guest Teresa Kitchens, Owner of Sterling Insurance Group. Teresa talks about what brought her into insurance, what makes it valuable, and how COVID-19 will affect change within the industry. She also talks about her podcast, Power Women in Insurance. 

RHS 037- Matt Naimoli Dispels the Myths of Selling Your Agency 22.04.2020

Matt Naimoli, the co-founder of G&N Insurance and Bobble On, joins the podcast to dispel the many myths surrounding selling an agency.

Brandon Smith: Don't Compare Your Season of Life to Others 21.04.2020

In today's episode of Agency Intelligence podcast, host Jason Cass interviews Brandon Smith, Managing Partner at Glidewell Investments & Insurance Group. Brandon Smith talks about how he started into the insurance industry, how he spent his time during the COVID-19crisis, and how important building relationship is in this industry.

Justin Sloan: Being a Professional Means Acting Like One 17.04.2020

In today's episode of Agency Intelligence podcast, host Jason Cass interviews Justin Sloan, Real Estate Investment Insurance Specialist and Principal Agent & Owner at BSP Insurance. Justin Sloan talks about the logical effects that the coronavirus will have on the insurance agency, ways that his agency staff is remaining active in the process, how the coronavirus compares to other previous disaste...

Dave Jackson and the Unknown Story of His Survival 14.04.2020

In today's episode of Agency Intelligence podcast, host Jason Cass interviews Dave Jackson, Owner of Jackson Insurance Group PLLC and Founder of Insurance Agency Owners Alliance (IAOA). Dave Jackson discusses IAOA, Jackson Insurance Group, his recurring trips to Hawaii, why carriers are running the insurance industry, and the influence of technology and data.

The Grateful Dead, the Google Ecosystem, Insurance Technology and David Davis 10.04.2020

In today's episode of Agency Intelligence podcast, host Jason Cass interviews David Davis, Chief Technology Officer at Fudge Insurance. David talks about how his brother-in-law introduced the idea of him bringing his technology background into insurance, how technology and data in the insurance agency is evolving, and how the insurance business has helped him develop the lifestyle he desires. 

4 Reasons Why I Disagree With Dave Ramsey's Investment Philosophy 07.04.2020

In today's episode of Agency Intelligence podcast, host Jason Cass interviews Erik Garcia, Owner of Garcia Insurance Services, President at Garcia Financial Group, and Investment Advisor at New Century Financial Group, LLC. Erik Garcia and Jason Cass talk about four reasons why Erik finds reasons for apprehension with Dave Ramsey’s investment advice.

Chris Burand: We Can Solve the World's Problems With Insurance Products, We Always Have 03.04.2020

COVID19 Special Episode #6, The Last of the Special Episodes This is Cass and for this final episode I am joined by Chris Burand and let me tell you, you are in for a treat. He blew my mind twice and made me think about things that I have yet to. He opened my mind to solving this crisis we are all in for the future so it never happens again. I promise you, this is mind candy with many different fl...

Miles Merwin: Doing Less Helps Us Focus More on What We Can Do 02.04.2020

COVID19 Special Episode #5 Less is more, it is a statement I say often when I return from Cuba. Miles reminded me of this today. In a weird strange way that has become us. Right now we have less to do yet the things we can do, we focus on more and those are the things that matter. I t's the same with your business. Enjoy

Should We Prospect New Business During the Corona-pocalypse? 02.04.2020

There has been a lot of discussion inside insurance circles about whether or not we should be prospecting, marketing and selling during the COVID-19 crisis. I say, Yes! Get more: https://ryanhanley.com/

Erin Nutting & Elisha Cavanaugh: Flatten The Curve and Increase the Spike In Your Drink 31.03.2020

Episode 4 of the COVID19 Special Episodes. The podcast was recorded with Elisha Cavanaugh and Erin Nutting and we discussed life inside and outside the agency in this new temporary norm. We give great advice about drinking more wine and how we are all dealing with our new profession as a school teacher. I am sure no one is dealing with this right? Sit back, hit play and put a smile on your face. W...

Erik Garcia: Crisis Fretting vs Crisis Planning; Rational Overconfidence; Servant Leadership 30.03.2020

Episode Three of the COVID19 Special Edition Podcast Series, Helping insurance leaders lead their people, I sat down with Erik Garcia this past Saturday afternoon to give you the leadership knowledge that flows from this man’s brain. Erik and I have done many podcasts together (he even has his own) but this ranks high up there. IMO, as one of the best yet and there is no better time to deliver it....

Wessly J. Anderson: Pivoting from Brick and Mortar to Working From Home 27.03.2020

This podcast is the How-To-Guide for working at home. We talk about the starting point to the finish line and everything in-between. The goal was to give you guidance and tactical information and Wes delivered…BIG time.

Crossing Borders with Jeff Roy: Coping with COVID19 Requires Leadership 25.03.2020

In these unprecedented times, we need unprecedented leadership. I reached out to Jeff Roy, President & CEO of Excalibur Insurance Group, after he released information on what business owners can do to Cope with COVID19. This is a special edition episode to help agency owners lead the way. No one has ever gone through this, but together we will and it all starts here with this podcast.

Jeff Shi: My Team Is How We Did 10mil in New Business Premium in Our First 7 Months 24.03.2020

In today's episode of Agency Intelligence, host Jason Cass interviews Jeff Shi, Chief Visionary Officer at Quantum Assurance International and Wessly Anderson, Founder of Financial Network and Co-Founder of Agency VA. The conversation revolves around Jeff Shi’s leap from selling cars to selling insurance, his work at Allstate and Quantum Assurance International, scaling his busy to incredible leve...

Grant Botma: Character Traits Lead to the Actions Your Team is Taking 20.03.2020

In today's episode of Agency Intelligence, host Jason Cass interviews Grant Botma, Founder of Culture Course and Stewardship, as well as the number 1 best-selling author of The Problem Isn’t Their Paycheck. Grant Botma discusses how he evolved from growing up in a household with parents that struggled with alcoholism to growing his company Stewardship into an INC 5000 company, the blueprints to cr...

Jared Bellmund: A How-To-Guide for Relationships 17.03.2020

In today's episode of Agency Intelligence, host Jason Cass interviews Jared Bellmund, Managing Partner at ALLCHOICE Insurance in Hendersonville, North Carolina. Jared Bellmund talks about the power of really getting to know potential clients through finding out their needs and engagement with them, not relying on social media for marketing, and the usefulness of having a downloadable app.  

He Doesn't Want Positive or Negative, Christian Moore Wants the Truth 13.03.2020

In today's episode of Agency Intelligence, host Jason Cass interviews Christian Moore, Owner and The Insurance Guy at The REAL Insurance Agency, and Founder of The Edgent in the Lexington, Kentucky area. Christian Moore talks about his quest for the truth and transparency, ways that his agency is structured and give back to their local community, being a Christian entrepreneur, pushing agents to f...

Daniel Seong: If It's to Be, Then It's up to Me 10.03.2020

In today's episode of Agency Intelligence podcast, host Jason Cass is joined by Mastermind member Daniel Seong who talks about his life and career in the insurance industry. Find out his advice to other agency owners.

RHS 036 - Rand Fishkin on the Opportunity That Exists Where Capitalism Meets Humanity 09.03.2020

Rand Fishkin is a world-class entrepreneur, best selling author and one of the most dynamic individuals in the marketing and entrepreneurial space, if not the world. His work has also played a major impact on the success of my own career and it was my great honor to share our conversation with you.

Jack Wingate: Working on the Business, Defined 06.03.2020

In today´s episode of Agency Intelligence, host Jason Cass interviews Jack Wingate, Founder and President of ALLCHOICE Insurance in the Greensboro/Winston-Salem, North Carolina Area. Jack Wingate talks about getting started in the insurance industry, what branding really means to him, the importance of being ok with not having all the answers so that you can find them, and why you need to spend so...

Arleen and Ted Taveras: They Did It All and They Did It Together | #SpotOnInsurance 03.03.2020

In today´s episode of Agents Influence, host Jason Cass has a discussion with Arleen Taveras & Ted Taveras who are both the President and COO of Spot On Insurance and ILSA and also the Co-Hosts of Spot On Insurance Podcast. Arleen Taveras & Ted Taveras talk about their backgrounds in technology, insurance, compliance and starting ILSA and Spot On Insurance, as well as developing their compliance c...

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