Agency Intelligence

Michael’s mom taught him to consider others who have less. Hear Michael’s heart for the refugee. “Withhold judgment until you hear other’s stories”.  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 connections and fulfillment. Resources Mentioned: Michael Overstreet LinkedIn Heritage Insurance Billy Wagner

What intentionality are you bringing to your firm from a cultural perspective? Often culture is tied to office fun, hiring practices, and benefits offerings. But Chris Cline, Executive Director of Agents Council for Technology with Big I, walks through how technology plays a huge role in the experience you create – and the culture that develops at your company. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Agents Council for Technology with Big I: https://www.independentagent.com/act 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 Chris Cline: https://www.linkedin.com/in/chris-cline-0195121b 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

Better health and finances always top the charts for New Year's resolutions. Clearly, improving your health and finances are both noble causes that many value. But only 1% of Americans follow through on their resolutions! Is it even worth making resolutions? For this reason, in this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, share one piece of advice they would give to anyone wanting to better their finances and one thing they are each doing to better their finances. They are not much for making "New Year's resolutions," but they do champion better finances. Episode Highlights: Xavier emphasizes the essential practice of regularly integrating budgeting and saving into daily life to manage finances effectively. (6:46) Erik discusses the importance of being aware of how you spend your money by checking and understanding your recent spending habits. (9:31) Erik shares that his 2024 personal financial goal is to spend more on family experiences and f

In this throwback 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 GloveBox was created. (17:52) Andy mentions how they work on the API. (22:00) Andy explains the main reasons why policyholders don't start an account with their carrier. (25:50) Andy shares what their web app does. (27:53) Andy explains what a “learned experience” is. (31:25) Key Quotes: “We're trying to bring everyone together, huddle everyone up... say, look, this is benefiting the distribution channel of the independent agent, and it's helping them service their book of business, and it's helping the policyholder have a better relationship with their insurance, which ultimately helps everyb

Are you a P&C or EB producer who is struggling to set enough new business appointments? Or, maybe you're just not able to close and win enough clients? Do you have too much pressure on you to succeed and you need to start delivering some positive results -- ASAP? If that at all describes where you're at right now then stay tuned because, in this episode of the Millionaire Insurance Producer podcast, host Charles Specht will tell, motivate, encourage, and give you the basic blueprint for what you need to do to win your next 100 clients and build your Book of Business to $1,000,000 or more. And, as a hint for what's to come ..... it all boils down to your "intent" and your "system" for prospecting.  Key Topics: Overcoming the pressure and challenge of client acquisition in insurance sales The concept of finding your ideal 100 clients for sustainable business growth Importance of intention and having a systematic approach in sales Strategies to identify and approach your target client segment The role of m

The DIPP crew has the express pleasure of welcoming Dario Battista – one of the OG “modern brokers” to the show. We talk with Dario about the iSure story & their path to digitization, which is a bit different than the path others have taken. Dario also shares his thoughts on a wide variety of topics, including broker independence, Covid learnings, lead gen cost trends, carrier relationships and what it will take to succeed in the future. Dario is a true renaissance man (well, a drummer and Rush fan anyway) & a pleasure to tallk with – join us for this interesting conversation. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Trent Warner, Managing Director of Strategic Brand Builders. To learn more about Strategic Brand Builders, visit https://strategicbrandbuilders.com. Visit our website to join our email list, get the scoop on our LIVE coaching calls 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/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Exploring the journey from blogging to strategic marketing in the insurance sector The importance of strategy over tactics in marketing Examining the challenges and misconceptions in insurance marketing The role of trust and customer experience in branding and marketing The advantages of independent insurance agencies over big carriers in marketing Discussing the impact and future of AI in marketing The importance of starting small

Delivering bad news to current clients is an art. So is uncovering bad news from your prospects. In fact, the best and most wealthy insurance agents out there are typically the ones best at advising their current clients on industry trends, and uncovering pains/problems with their competition.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will explain how to do this for better client retention and for winning more signed Broker of Record Letters from your prospects. Episode Highlights: Charles explains that giving bad news and uncovering bad news are critical aspects of building a $1 million or more book business since it all comes down to winning and retaining clients. (3:30) Charles discusses why delivering bad news to current clients is challenging. (9:21) Charles explains the three most important strategies for maintaining a strong and loyal relationship with current clients and how to deliver bad news and get good results. (11:39) Charles mentions t

Hear how Gertha passionately serves her community and meets the needs of others. She says, “Bless others as you are blessed”, and “If we have and you need it, come and get it”. 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 connections and fulfillment. Resources Mentioned: Gertha Jean LinkedIn One Way Insura

In this episode of Agents Influence podcast, host Jason Cass interviews Winston Smith, CEO of Bridge Insure. Key Topics: Winston Smith's background and his transition to running Bridge Insure The evolution of Bridge Insure under Winston's leadership Bridge Insure’s role as a comprehensive customer communication management platform The significance of technology and systems in the growth of insurance agencies Winston's perspective on the resilience and future of independent agents The strategic approach behind acquiring and scaling Bridge Insights into Bridge's unique offerings, including substitutes for popular tools like RingCentral, HubSpot, DocuSign, and others The importance of self-awareness and strategic thinking in business success Reach out to: Winston Smith Jason Cass Visit Website: Bridge Insure Agency Intelligence

Domo Arigato Mr. Roboto (Domo) Now that Styx is stuck in your head, you can only get rid of it by listening to the cnversation with Jackson & Jameson Fregau from Quandri. How can RPA – Robotic Process Automation cure the ills of the insurance industry? Listen to find out! Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Andrew Filar, Co-founder of Next Call Club. To learn more about Next Call Club, visit https://nextcallclub.com. Visit our website to join our email list, get the scoop on our LIVE coaching calls 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/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: The evolution of Andrew Filar's career in the insurance industry. Insights on transitioning from a captive to independent insurance agency. Strategies for outbound calling and lead acquisition. Discussion on the variable compensation plan in insurance agencies. The impact of agency size on agent attitudes and strategies. The role of brand equity in the insurance industry. The launch and services of Next Call Club. Perspectives on purchasing internet leads and dealing

Please .... do not be one of those insurance agents who have no strategy or process when it comes to presenting renewal quotes/proposal to the prospect! If you do that, you're more likely to lose than win. Why? Because, if you do that you're wingin' it and throwing mud against the wall to see what sticks. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will give you some options to consider to put you in a stronger position to win the business at the time you present your proposal, even if you can't get the signed BOR. Episode Highlights: Charles explains that many consumers do not make the decision to switch to a big provider with a single signature on a piece of paper. (5:40) Charles discusses how to determine the best timing to offer a quote to the insured. (7:26) Charles discusses the benefits of presenting a quote proposal to a prospect a week or two before the renewal date. (10:29) Charles explains that submitting a renewal quote is a competitive bid

Chris shares his dad’s wisdom “The greatest gift we can give is to someone who could never repay us.” Hear how Chris involves his team and his family in giving.  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 connections and fulfillment. Resources Mentioned: Chris Paradiso LinkedIn Paradiso Financial and Ins

In this episode of Power Women In Insurance, Teresa Kitchens discusses what people should consider when opening an insurance agency. Key Topics: Determining readiness to open an insurance agency Captive vs. independent insurance agency considerations The importance of knowing your business partner Strategies for successful business partnerships Understanding carrier relationships and their impact Navigating the journey of obtaining carrier appointments The reality of agency ownership and market challenges Connect with: Teresa Kitchens Visit Websites: Sterling Insurance Group

Listen in for an exclusive sneak peek inside one of our Agency Intelligence Mastermind meetings featuring insights from special guest, Reid Holzworth. Reach out to: Reid Holzworth Jason Cass Visit Website: Ivans Insurance Solutions Agency Intelligence

In this episode of the Stuff About Money podcast, join Erik Garcia, CFP®, BFA, as he sits down once again with two-time guest Phil Blancato, CEO of Ladenburg Asset Management and Chief Market Strategist for Osaic Research. Phil shares his top 5 themes for the 2024 stock market, addressing key questions about inflation, the Federal Reserve's next moves, and the impact of China on portfolios. Erik and Phil also inject some humor into the conversation by exploring the connection between Nick Saban's retirement as the head coach of the Alabama Crimson Tide college football team and its potential effects on the stock market. Tune in for a thoughtful and entertaining exploration of the financial landscape in 2024. Episode Highlights: Phil shares his thoughts about the impact of Nick Saban's retirement as Alabama Crimson Tide coach. (3:10) Phil explains that while inflation has decreased from its peak, the reset higher inflation is causing concerns about the state of the economy and the impact on markets, large

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 episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you some of the MOST ESSENTIAL things you can do to brand yourself and take your Book of Business to the next level. Charles talks about both personal branding as well as how agency leaders can and should assist their producers by using the agency website to brand the sales team in each and every Micro-Niche they are prospecting. Key Topics: The importance of specializing in a micro-niche for insurance agents. The role of personal branding in the insurance industry. The impact of digital presence and social media in insurance sales. Strategie

What is broker independence and what impact does it have on a brokerage? This is a big & much discussed topic in the industry. DIPP doesn’t think that horse is quite dead yet, so we’re also going to flog it. What does independence mean for succession, client advocacy, staff attraction / retention, carrier relationships, business perpetuation and financial returns? This episode is a don’t miss… so don’t. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Andrea Olson, Founder of Andrea Olson Coaching. To learn more about Andrea Olson Coaching, visit https://onamission.bio/andreaolson.  Visit our website to join our email list, get the scoop on our LIVE coaching calls 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/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Andrea Olson's transition from corporate HR to entrepreneurship The importance of doing the uncommon thing consistently in business Building a team and onboarding structure in a non-traditional business model The role of personal branding and innovation in business success Strategies for customer retention and creating a personalized experience Leadership in a multi-level marketing context The significance of adapting and evolving business strate