Agency Intelligence

It's one thing to agree that targeting BOR's is a smart move but it's another thing altogether to develop a step-by-step process to winning signed Broker of Record Letters on a consistent basis.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will "build you a house" by explaining what the foundation is, what the four walls are, and what the roof is to winning more signed Broker of Record letters from your prospects. Episode Highlights: Charles explains why winning in a standard quoting procedure is quite difficult. (3:24) Charles demonstrates how a Broker of Record letter is a better option than the quoting process. (7:05) Charles believes that one of the main strategies in regards to the Broker of Record letter is asking for it. (9:13) Charles explains that every single prospect meeting you have with an insured person needs to have a goal. (10:43) Charles explains the advantages of being aggressive in your requests in order to persuade others to do wha

Join Erik Garcia, CFP®, and guest co-host Billy Wagner in their new mini-podcast series, "Insurance Professionals Are Givers," as they explore Erik's fifth pillar of financial security: "Give To Others." Discover how generosity isn't just about material wealth—it's about finding joy and happiness through cheerful giving. In each episode, Erik and Billy sit down with different insurance professionals, delving into how these individuals are shaping legacies for their families and impacting their communities through their acts of generosity. Tune in weekly to uncover the inspiration and drive behind their giving, as they share heartfelt stories of causes close to their hearts and the transformative power of giving to others. Get ready to be inspired and empowered to give back and forge deeper connections within your own communities. Remember, giving isn't tied to a season—it's a mindset that fosters lasting change and fulfillment. Resources Mentioned: Billy Wagner LinkedIn Brightway Insurance Erik Garcia

In this episode of Power Women In Insurance, Teresa Kitchens discusses the 5 things we have to exercise to have a successful insurance career. Key Topics: The evolving focus of the Power Women in Insurance podcast is on leadership and success in the insurance industry. The underrepresentation of women in leadership roles within the industry. The diverse definitions of success and the importance of balance in life. The first Be of success: Be persistent despite challenges. The second Be of success: Be present and aware in your business and personal life. Embracing changes and new ideas is essential for growth and success. The importance of generosity and kindness in personal and professional settings. Connect with: Teresa Kitchens Visit Websites: Sterling Insurance Group

In this episode of Agents Influence podcast, host Jason Cass interviews Peter MacDonald, Co-founder & CEO of Wunderite. Key Topics: Introduction of Peter MacDonald and the creation of Wunderwrite. Discussion on the independent agent landscape and the IndieTech event. Insights from CEOs of major industry players on the rate of industry change. Exploration of the customer journey in insurance and its impact on agency operations. The challenge of integrating technology and maintaining relevancy in a rapidly evolving industry. The role of Open API in advancing industry connectivity. Perspectives on investment in technology by insurance agencies. Reach out to: Peter MacDonald Jason Cass Visit Website: Wunderite Agency Intelligence

It’s an epic slugfest as we host Pete Tessier & Curt Wyatt from the Insurance Podcast on the show. We discuss how brokers can grow their books, how connectivity can help and how did Curt manage to end up in Greece? No holds barred – enjoy the ride! Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Jim Harris, International Bestselling Author and Principal at Strategic Advantage. To learn more about Strategic Advantage, visit https://jimharris.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: Discussion on disruption, generative AI, and evolving customer expectations in the insurance industry. Insights into the power and potential of generative AI in enhancing customer service and business efficiency. Exploration of innovative strategies for improving insurance services, such as automating processes and utilizing AI. Examination of the impact of technology trends on the insurance industry and how companies can adapt.

Do you struggle with setting appointment and writing new business? Many agents do. Actually, most do. Why is that? Well, for one thing, most agents don't know where to begin. In other words, they haven't even decided what to prospect, let alone why they should focus on that. They are "generalists" and have a Jack-of-all-trades mindset. Does that describe you? If it does, then this podcast episode is for you!  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will give you tips on how to choose the most-profitable Micro-Niche for you, and he also gives a few examples of which Micro-Niches he would seriously consider targeting if he were to start writing insurance again. IF YOU WANT TO FIGURE OUT HOW TO CHOOSE THE BEST MICRO-NICHE FOR YOURSELF, I TEACH THAT IN MODULE 2 OF MY DIGITAL COURSE: Millionaire Producer School. Go here to learn more: www.millionaireproducerschool.com Key Topics: Importance of pre-prospecting in insurance sales. Laying the foundation: The first step

In the first episode of our sales process series, Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot to discuss the importance of your process – from value prop to target market and beyond. From there, how do you get tactical and ask the right questions? You want to avoid ending up in the dreaded "insurance box" – where you're viewed as a one-trick pony who can't add value other than price quoting. 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 to colla

This throwback episode is an hour long webinar sponsored by InsuredMine with Jason Cass, where he discusses VE's with other top CEO's of VE companies.

There is a myth that people who look “richer” are thought to be “wealthy, but in reality, all that tells us is they have a more expensive lifestyle. Tied to that is the myth that big incomes mean you are wealthy. But income is not wealth, and wealth is not income. In this episode Erik Garcia, CFP®, BFA, and David R. Carothers, CIC, CRM, CWCA discuss the secrets of millionaires of converting income into wealth. It's real simple to become a millionaire. It's just not easy! Episode Highlights: David mentions that his mission is to help people with unique skills and talents and surround himself with talented individuals to compensate for his weaknesses. (6:42) David believes that the key to building wealth is not to emulate the ultra-wealthy but to follow the principles outlined in books like "The Millionaire Next Door" and practice financial discipline and common sense. (14:45) David explains that the key to financial success is making wise long-term investment decisions rather than chasing get-rich-quick

The DIPP crew welcome Matthew Turack from CAA to the podcast in an effort to get to know this new (ish) market & to understand their growth philosophy. We get into CAA’s business strategy and their approach to broker distribution. We discuss how important is broker modernization to CAA and their plans to contribute to efficient broker workflow and client experience improvement. As CAA is a smaller carrier, Matthew shares with is what they need to do better than the big guys to be competitive & relevant and which provinces or lines of business he worries about. Finally, we discuss the future holds for CAA and its distribution partners. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this solo episode, James shares three key points for how RiskWell is going to win in 2024. 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.

Referrals, referrals, referrals! You've probably heard that referrals are great to get and have the highest win percentage when compared to other forms of prospecting. And, you'd be right to think that because it's true. However, most insurance agents and agencies do either a very poor job at systematically asking for (and receiving) referrals from their client base or COIs, or they have no process for referrals at all. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will give you a step-by-step process you can use to get more profitable referrals from your clients and COIs. Episode Highlights: Charles reveals that while he was a producer for almost 10 years, he wasn't very good at getting references. And it was partly because the kind of company he was pursuing was not one that relied heavily on referrals. (2:01) Charles explains that when it comes to requesting referrals, you must be careful what you ask. (5:56) Charles discusses the reasons why it is criti

It's the time of year to get intentional. Strategic planning can be exciting – but it doesn't always mean being the "smartest" or the "first" in your niche. Strategic planning is about being intentional with your vision and anticipating what could throw you off of that vision. Learn what Brett Young at Erb and Young is doing to set their firm up for success in 2024. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Erb and Young: https://www.erbandyounginsurance.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 Brett Young: https://www.linkedin.com/in/brettins 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

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Chuck Blondino, Author of the book: The Remarkable Insurance Agency. Chuck discusses how his book can help independent agents and agencies in generating revenue while having fun with clients, the community, and marketing. Episode Highlights: Chuck shares his journey from entrepreneur to writing his own book. (3:27) Chuck mentions that Liberty and Safeco allowed him to establish his own department with a dozen people dedicated just to helping independent agents grow. (5:29) Chuck discusses the post-retirement realizations that inspired him to write his book, The Remarkable Insurance Agency. (11:43) Chuck shares that multiple companies were willing to be interviewed to share their stories, results, and marketing examples for his book. (14:04) Chuck discusses some of the challenges he encountered when publishing his book in a different format, and that he hasn't started the e-book or the audiobook yet, but expects to do s

Let’s talk about the aggregators. The DIPP crew starts at the beginning – what are they? Why do they exist? How did they become important in the P & C landscape? Who are the major players? We then move on to key discussions, including: are they good or bad for brokers, carriers and consumers? and how can average brokers compete? Finally, we talk about connectivity and discuss whether carrier APIs help will aggregators. Join us for this insightful amalysis of aggregators in the Canadian P & C channel. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this solo episode, James shares reflections on a very challenging 2023. This is a two-part episode that continues next week with the RiskWell plan for winning in 2024. 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.

Do you struggle at scripting, branding, or sitting down to actually do the hard work of prospecting? Most producers struggle at something, and most of us struggle at many parts of the sales process. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht shares the five parts of his Permission Sales Framework and how selling insurance is like building a house. You have to lay the foundation, build the structure, paint the walls, do the final walk-through, and then get the keys. When you master these five parts of the Permission Sales Framework, you'll become a millionaire insurance producer. Key Topics: The challenge of selling insurance and winning clients in a competitive market. Common struggles faced by insurance producers in appointment setting, scripting, and branding. Introduction to the Permission Sales Framework: A five-part strategy for success. Laying the foundation: Pre-prospecting and preparing for client engagement. Building the structure: Effective prospecting

Shift your agency's value proposition away from the carrier (price quoting) and onto your firm (broker of record). Nick Aube, Founder of Producer Systems, walks through the importance of taking control of your own destiny and selling yourself vs. selling on price. It not only helps your company, but your clients, too. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Producer Systems: https://www.producer.systems 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 Nick Aube: https://www.linkedin.com/in/nick-aube 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 to collaborate across division on the same client. Millions of dollars in potential revenu

In this episode of Agents Influence podcast, host Jason Cass interviews Reghan Brandt, CEO of Loss Run Pro.  Episode Highlights: Reghan shares her background, including being raised by entrepreneurial parents and launching a premium finance company and Loss Run Pro in 2020. (3:03) Regan mentions that the current hard market conditions have made it crucial to have accurate data and a full submission to gain traction and solve the pain points in the industry. (8:57) Reghan explains that insurance agents who prioritize doing the right things and investing in technology and good people will continue to thrive and generate significant revenue in the changing market. (10:40) Reghan discusses the challenges she faced as a female founder in a male-dominated industry, including having to create a fake male persona to gain trust and recognition, but now believes that women deserve a seat at the table and that the perception is slowly changing. (17:21) Reghan mentions that it is important for individuals to as