Agency Intelligence: The Insurance Podcast Network

In this episode of Power Women In Insurance, Doris and Teresa talk about her life, her career at Vertafore, and how personal challenges have helped her to pass along her experiences to others. Key Topics: Doris shares her career journey from QQ Solutions to Vertafore Doris discusses the challenges and growth during Vertafore's acquisition of QQ Doris talks about completing her MBA while undergoing...

In this episode of Agency Intelligence podcast, host Jason Cass sits down with Ryan Hanley, CMO of Linqura to discuss the future of the insurance industry, focusing on how agents can thrive in shifting markets through innovation, strategic branding, and leveraging AI. Key Topics: Impact of content sharing and fact-checking on social media Censorship trends across political lines Lessons on persona...

In this episode of the "Stuff About Money" podcast, hosts Erik Garcia, CFP®, BFA™, ChFC®, and Xavier Angel, CFP®, ChFC®, CLTC, discuss investing with Kevin Caron, CFA, Senior Portfolio Manager for Washington Crossing Advisors. They explore the firm's investment philosophy, focusing on quality companies with a track record of consistent growth and profitability. Kevin explains their emphasis on bus...

Billie Jo Galle, the visionary Senior Vice President of Marketing and Insurance Operations at TRICOR Insurance, brings a wealth of experience and a fresh perspective to our latest episode of the Agent Leader podcast. Billie Jo shares her expertise on balancing technological advancement with human growth within the insurance industry. We discuss TRICOR's exciting journey from a family-owned busines...

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Cyrus Jaffery, Founder & CEO of Jaffery Insurance, the agency featured on the November 2024 front cover of Rough Notes Magazine.  Key Topics: Cyrus shares the honor of being featured on Rough Notes and how his agency’s focus on personal lines sets it apart. Cyrus discusses hi...

In this episode, James talks about breaking into commercial insurance, focusing on actionable steps and insights drawn from his own experience. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at...

There is a difference between marketing and sales. And the sooner you create that distinction in your firm, the more scalable you'll become, according to Brett Young, CEO of Erb and Young. Brett joins us this week to talk about how his agency has built a brand in their market, grown within their niche and scaled with a repeatable process. Enjoy the episode! Episode Links: Ellerbrock-Norris: https:...

In this episode of Power Women In Insurance, Teresa Kitchens chats about how she set goals and measures them. Key Topics: Choosing a guiding theme like “discipline” to focus business and personal goals Structuring goals within four core pillars—team, money, operations, and marketing Defining measurable goals that move beyond vague aspirations Engaging your team in goal-setting to create shared own...

Renowned sports psychologist Dr. Rick Jensen draws on his remarkable experience coaching 33 major champions across golf and tennis to reveal the mindset of elite performers. Dr. Jensen shares how performance psychology principles apply far beyond sports, offering powerful insights for excelling in insurance. He explores the value of specialization, emphasizing the competitive advantage professiona...

In this episode of Agency Intelligence podcast, host Jason Cass interviews Michael Cruz, Chief Operating Officer of Virtual Intelligence for a follow-up conversation on the 4-day work week. Key Topics: Successful implementation of a four-day workweek, improving productivity and employee satisfaction Use of AI tools like ChatGPT to streamline tasks and increase efficiency Shift in work structure to...

In this episode, James covers how to handle attacks on your business, whether from negative reviews, social media comments, or competitors. James shares his experience and offers tips on maintaining credibility and improving processes to prevent future issues. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect wi...

How can leaders help shape up their agency culture for heightened success? Dick Gibbs, CRO and VP of Sales at Hartwig Moss Insurance Agency, joins us to share how his own commitment to personal well-being has propelled his leadership abilities and fostered a thriving team culture. With Dick’s impressive background in both company and agency sides of the insurance sector, he offers a unique lens on...

In this episode of the "Stuff About Money" podcast, hosts Erik Garcia, CFP®, BFA™, ChFC®, and Xavier Angel, CFP®, ChFC®, CLTC, share their top takeaways from the IndieTech Conference. While they usually dive into saving and investing, this time they focus on boosting your income by investing in yourself. Discover how developing relationships, establishing processes, and leveraging technology can d...

Do you struggle at branding? Are you still a quasi-generalist who is not focused in a Micro-Niche? Or, maybe you've chosen a Micro-Niche industry to focus on, but you haven't figured out how to BRAND yourself so that your prospects are attracted to you and want to sign over their insurance to you? Well, I have good news for you if that describes where you're at right now.  In this throwback episod...

In this episode, James explores how to prepare for innovation in your business. Learn how to identify areas for improvement, address bottlenecks, and implement effective systems to stay ahead of the competition. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freed...

Julie Richt, President and Founder at Lucid Insurance, has seen about every side of the insurance industry in her career. Her path led her to starting Lucid, an MGA focused solely on property insurance. Learn why she's taken such a unique approach to her company, how the industry is evolving, how specialized offerings like hers have become more valuable, and what to expect from the current propert...

In this episode of Power Women In Insurance, Teresa Kitchens discusses how to get your mind focused for goal planning Key Topics: Teresa discusses mental challenges in goal planning, like fears and self-doubt She suggests journaling techniques to confront these fears A pros-and-cons method is recommended to analyze fears and their impact Teresa emphasizes creating a yearly focus theme, like her 20...

What if the key to your agency’s growth lies in something you're overlooking? In our latest podcast episode, Matt Fairbanks, Vice President of Sales and Producer Development at EHD Insurance, joins us to reveal how investing in your team can transform your agency’s success. Learn from Matt’s incredible journey from managing a $2 million book of business to excelling in a leadership role dedicated...

In this episode of Agency Intelligence podcast, host Jason Cass is joined by Mitch Gibson to recap highlights from IndieTech 2024 and plans for IndieTech 2026 in Fort Lauderdale. Key Topics: Mitch Gibson highlights IndieTech's growth and strong vendor-attendee engagement Breakout sessions featured live demos and collaborative presentations How the team quickly adapted to Hurricane Helene with effe...

Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot this week to talk about the value an agency can bring to a clients. Your commission percentages aren’t going to change, so how can you change your service model to add value and add revenue? LAUNCH is a tool Ryan uses to expand his offering beyond insurance and encompass more risk management “impact areas.” Learn how you can do th...

In this episode of Power Women In Insurance, I discuss where I have been and that I know it is time for a reboot and that I am excited to get back at it!! Key Topics: Teresa discusses taking time away from the podcast to focus on overcoming challenges in her agency How work style assessments helped Teresa build a more cohesive and effective team The impact of business coaching and financial planni...

In this episode of Agency Intelligence podcast, host Jason Cass discusses three key topics that can transform professional growth. He shares practical insights and personal stories for agency owners and producers. Key Topics: Discusses "Skill or Luck" in achieving success and encourages self-reflection Shares "Tuxedo Moments" to illustrate the power of standing out Advises new producers on creatin...

In this episode of the "Stuff About Money" podcast, co-hosts Erik Garcia, CFP®, BFA™, ChFC® and Xavier Angel, CFP®, ChFC®, CLTC discuss key financial planning strategies for pharmacists at the start of their careers. They explore how to effectively manage income and expenses, set meaningful financial goals, and create a balanced budget to ensure a secure financial future.  Erik and Xavier also dis...

Check out: https://permissiongroup.com/permission-producer-school/ Imagine setting twice as many new business appointments with your prospects, tripling your win percentage, writing more accounts, writing larger-revenue generating accounts, and winning most (all?) of these new clients by signed Broker of Record Letter, rather than going through a normal quoting process. Sound to good to be true? W...