Agency Intelligence

In this episode, James talks with Nathan Hirsch, Co-Founder of TrioSEO. To learn more about TrioSEO, visit https://trioseo.com. 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 podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: What drove Nathan to become an entrepreneur and his early efforts in dropshipping on Amazon Startup and sale of FreeUp, a freelancing platform, and virtual assistant recruiting and management lessons Virtual assistants in Nathan's firms, stressing Filipino workers' quality and influence Starting Outsource School to educate entrepreneurs their hiring methodology Launching new businesses after FreeUp sale, like TrioSEO and an e-commerce accounting service

Would you like to win more signed Broker of Letters from your prospects but you're not exactly sure how the process works? Would you appreciate it if someone gave you a step-by-step, repeatable process that would help you win more signatures? Well, then it's a good thing you're listening to today's episode because host Charles Specht is going to breakdown ten (10) steps to winning more signed Broker of Record Letters from your prospects. PS: And, in this episode Charles tells you exactly how to get your hands on a copy of a 12-Month Timeline of Services you can use for your prospects. Key Topics: The importance of planning before securing Broker of Record letters Overview of the Broker of Record letter process Strategies for defining your ideal client Choosing the most profitable micro-niche Creating a 12-month timeline of services Branding and scripting for your micro-niche Implementing a three-prong approach to prospecting The critical step of directly asking for the Broker of Record Reach out t

Let's talk all things COIs. What kind of relationships are building with your centers of influence? Do have three or four COIs giving you multiple leads each month? Or are you spreading yourself too thin, trying to work with dozens of industry-adjacent professionals to little or no avail? Ryan and Elliot talk through what makes for an effective COI, and how to build your relationship to the point that it's mutually beneficial. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented. Agencies find it difficult t

In this throwback episode of Power Women In Insurance, Teresa Kitchens sits down with Rebecca Adelman, a lawyer for insurance companies defending insureds in lawsuits to talk about the legal and insurance industries and how she had made her home in that space. They also talk about how to step over challenges and show up authentically by embracing the courage to make a difference in our world. Episode Highlights: Rebecca talks about her past and how she got to where she is in her work now. (2:01) Rebecca notes that she has dealt with a wide range of coverage kinds and finds it to be an interesting aspect of her job. (9:39) Rebecca explains that over the years, insurance companies have been able to adapt to what the consumers' needs are. (15:21) Rebecca discusses her story and how she overcame the odds in the insurance and law fields, which have traditionally been controlled by men. (18:23) Rebecca explains that she tells her story to inspire people, especially women, to pursue the path that they want

In this episode of "Talkin' Tech" on the MVP Podcast guest Co-Host Danny Lawrence sits down with Host, Mitch Gibson. They discuss Mitch's journey some more then lead into how you should manage your technology at the agency. Episode Highlights: The journey of becoming a CTO/CIO in an agency setting Evaluating and optimizing technology use within agencies The importance of vendor education and support Effective onboarding and training strategies for new technologies The role of leadership in tech integration and team management Strategies for efficient internal process management and technology utilization Future planning for technology implementation and agency growth   Connect with: Danny Lawrence LinkedIn Mitch Gibson LinkedIn Produced by PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Elisha Cavanaugh, President of Sound Pacific Insurance, the agency featured on the April 2024 front cover of Rough Notes Magazine.  Key Topics: Elisha Cavanaugh's journey from part-time agency work to owning her agency The importance of building strong relationships with carriers The challenges and opportunities facing women in the insurance industry The value of agency councils and networking for independent agents The importance of giving back to the community Elisha Cavanaugh's advice for other agency owners and those looking to start their own agencies The future of the independent agency system Reach out to: Elisha Cavanaugh Jason Cass Visit Website: Sound Pacific Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by The McGowan Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover. On

In this episode, James talks with Brett Young, CEO of Erb and Young. To learn more about Erb and Young, visit https://www.erbandyounginsurance.com. 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 podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: The impact of mentorship and network marketing on career trajectory Creating a voluntary army through positive culture and team building The shift from network marketing to the insurance business The importance of personal development in business success Leveraging technology and community for growth in the insurance industry Strategies for building a successful insurance agency in challenging markets

Throughout his career, Kody Houk, Senior Advisor at Premier Strategy Box, has grown as an agent in a captive environment, launched and grown is own independent agency, and now spends his time consulting insurance agents and risk advisors around the country. Kody covers how to improve your overall sales effectiveness by being disciplined, having a servant heart, and getting truly focused on your niche. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Premier Strategy Box: https://www.mystrategybox.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a Kody Houk: https://www.linkedin.com/in/kodyhouk This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest p

In this episode of Power Women In Insurance, Teresa Kitchens is joined by Treell Gorden, Partner at Premier Insurance Advisers. Treell and Teresa talked about how to be authentically you in this industry. Key Topics: Overcoming scammy experiences and finding legitimate opportunities Treell Gorden’s transition from a receptionist to agency owner The importance of authenticity in professional growth Managing work-life balance, especially when working from home The shift from captive to independent agency work Strategies for building long-lasting client relationships Connect with: Treell Gorden Teresa Kitchens Visit Websites: Premier Insurance Advisers Sterling Insurance Group Produced by Podsquad.fm

"I was excited when I finally understood what the radio announcer was talking about this morning on my commute! All of those financial terms made perfect sense to me"

You don't need more 'time' on your calendar in order to be more successful. What you need is better 'usage' of your time. In others, stop doing whatever is keeping you from getting the results you ultimately want to achieve. To summarize it even more .... JUST SHUT UP AND START PROSPECTING!  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht breaks down the prospecting numbers (both weekly and annually) for you to demonstrate what is needed in order to start having the financial success you want for yourself. Episode Highlights: Charles shares why you need to stop doing whatever else you are doing and start focusing on prospecting, or in other words, shut up and prospect. (1:53) Charles discusses why prospecting is the most important thing you can do as an insurance agent. (6:35) Charles mentions that prospecting can take many forms; you may be able to prospect current clients by gathering references and having them make phone calls or send emails on your behal

In this episode, James talks with Taylor Garcia, President of Jackson & Jackson Insurance. To learn more about Jackson & Jackson Insurance, visit https://jjinsurance.com. 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 podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Taylor Garcia's unique transition from musician to insurance professional The importance of content creation and personal branding in the insurance industry Navigating generational shifts within a family-owned insurance agency Strategies for maintaining the legacy of a longstanding agency while injecting new, innovative ideas The role of authenticity and personal interests in connecting with clients and building lasting relationships Leveraging creative skills t

There are one-owner shops, small agencies, medium-sized agencies, large alphabet houses, and everything else in between. The question is: Which one can you make more money at as a producer?  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht walks you through the pros and cons of each, tells you which type/size agency he would work at today if he was planning to pick one to work at, and an option for you if you're considering making a switch. Episode Highlights: Charles mentions that he learned more at a large agency than at any other agency he has worked for. (4:41) Charles explains why, after learning so much at a bigger agency, he would never work for one again. (6:48) Charles discusses that, after 20 years of business, he already knows what to do if he is approached by an agency for consultation or assistance with their operations. (7:34) Charles mentions that all of the producers he knows that have to have some form of servicing role for whatever they do

From coaching Fortune 500 CEOs, Ryder Cup teams, four-star generals, more than 400 CEOs and even a President of the United States, Randall Stutman, PhD, has learned some of the commonalities and differences among some of the greatest leaders in the world.  Randall joins us today to talk about how he's grown his company, Admired Leadership, while staying "kind of a ghost" and thriving on relationships. From a risk management sales perspective, Randall dives into the conversations we have, how they lead to effective relationships, and the behaviors all great leaders have in common. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Admired Leadership: https://admiredleadership.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a Admired Leadership: https://www.linkedin.com/

In this episode of Power Women In Insurance, to close out our financial series, we talk to Chris Paradiso, Carey Wallace, and Aaron Stocks with Agency Point. Agency Point is a full-service financial service for agency owners for commissions reconciliation, bookkeeping, and other important services that help your agency run like a well-oiled machine. Key Topics: The significance of understanding and managing financials in the insurance industry The journey of agency owners from initial struggles to achieving financial clarity Insights into the importance of commission reconciliation and its impact on agency operations Strategies for agency owners to overcome common financial hurdles The role of external financial services in enhancing agency financial health Real-life examples of how accurate financial management can lead to agency growth and stability The importance of preparing agencies for future transitions, including acquisitions and perpetuation planning Connect with: Chris Paradiso Carey Wal

In this throwback special episode of Agency Intelligence podcast, Jason Cass and Travis Etheridge are guests at the Insurance Hacks webinar where they chat with Brad Ruben, of Archway Computer, about how Virtual Employees (VE's) are changing the game when it comes to handling unlicensed tasks in your agency. Episode Highlights: Brad shares his background, what Archway Computer does for independent insurance companies, and the Insurance Hacks webinar's goal. (1:11) Jason Cass and Travis Etheridge discuss how they got into the insurance industry. (5:40) Jason explains why they decided to form a Virtual Employee (VE) firm and how they plan to influence the independent agent's thinking in the future. (8:00) Jason explains why he is prepared to pay more and treat his company’s VE’s better. (10:32) Jason and Travis talk about how fantastic their company's VE relationship and culture are. (14:05) Jason discusses what made him realize that he didn’t need licensed employees doing unlicensed tasks. (19:38)

In this episode, James talks with Ben Criss, Owner of Strong Insurance. To learn more about Strong Insurance, visit https://www.stronginsuranceinc.com/. 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 podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Introduction of Ben Criss and the backstory of his family-owned insurance agency Challenges and strategies in transitioning to commercial insurance Importance of knowing your numbers and financial literacy in executing a business pivot The role of market access and rebranding in aligning with new business objectives Insights on building a supportive team and fostering a shared vision for the future The significance of specializing and finding your niche in the insurance industry

A weak mindset is often what most of your competitors possess. But what about you? Do you have a robust and competitive mindset when it comes to sales? Are you afraid to ask for the signed Broker of Record Letter? Are you nervous about telling the insured what you require from them in order to move forward?  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains the seven things insurance producers need to have in order to possess a Millionaire Producer Mindset. Episode Highlights: Charles shares that he is developing his own producer school that will be launching very soon, which will go from A to Z on the entire sales process. (2:07) Charles explains that the first thing to having a Millionaire Producer Mindset is to understand that sales are both a sprint and a marathon. (3:58) Charles shares that prospecting is your primary daily function, and there really isn't a way in which to set appointments without prospecting. (8:27) Charles explains that insu

Whoa! Mind blown. Rescuing donkeys from the side of the road, funding hospitals, training hockey players, and so much more. Jeff and Una Roy live by the mantra, “Give with no expectation of anything in return”. They are catalysts for change in their community.   Welcome to "Insurance Professionals Are Givers," a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence of Erik's fifth pillar of financial security: "Give To Others." Dive into engaging conversations with diverse insurance professionals as they share their journeys of creating legacies for their families and leaving a meaningful impact on their communities through generous acts. Discover the driving forces behind their giving, heartfelt stories of their chosen causes, and the profound transformations sparked by their dedication to giving back. Prepare to be inspired to engage with your community in profound ways, reminding us all that giving isn't confined to a season—it's a mindset that cultivates lasting con

How do you evaluate the health of your agency? Carey Wallace, Founder of AgencyFocus and noted speaker, joins us to talk about how to maximize your business – from selecting your carriers to honing in your book of business, evaluating your producers, diversifying your revenue and more. Learn what makes a healthy insurance agency from important metrics to stable growth. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com AgencyFocus: https://agency-focus.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a Carey Wallace: https://www.linkedin.com/in/carey-wallace-393a8620 This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industr