Agency Intelligence

Discover how $350,000,000 is making a profound impact in New Orleans! In this episode, Inman Houston, President and CEO of Baptist Community Ministries (BCM), sheds light on how BCM is transforming lives by financially supporting organizations that address crucial community needs in safety, education, and health. However, the true highlight lies in Inman's compelling personal narrative. Joined by co-hosts Erik Garcia, CFP®, BFA, and Xavier Angel, CFP®, ChFC, CLTC, Inman shares a deeply personal story about receiving a life-changing gift with profound insight: "Before you can be a good giver, you have to be able to receive other people’s generosity." Tune in for this moving narrative and gain valuable perspectives on the power of giving and receiving. Episode Highlights: Inman explains that being intentional with budgeting and tracking expenses can help avoid financial challenges. (4:23) Inman shares that the Baptist Community Ministries (BCM) is a private foundation with a mission to invest in the needs

Round 2 with Sherif Gemayel. Sherif gives us an update on the state of broker modernization. Are the advanced brokers separating from the pack? What’s going on with SEO in the insurance industry? What’s holding brokers back from going all in on digitization ? Sherif tells us about an exciting government incentive program called CDAP that is available to brokers to help modernize their businesses and what Trufla is doing to help brokers take advantage of it. If that wasn’t enough, we also talk about how AI can help brokers grow and why Trufla is investing in their AI product suite. Do you want to know about what’s available to help modernize your brokerage? You need to check out this episode. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Jarid Beck, Co-Founder of Risk Management Advisors. To learn more about Risk Management Advisors, visit https://www.riskmgmtadvisors.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: Jarid discusses the focus of Risk Management Advisors which is to provide creative and multifaceted insurance solutions to businesses in various industries to help them better manage their risks and outperform their competition. (3:00) Jarid mentions that in a competitive insurance market, the key to success lies in providing excellent service and finding creative ways to differentiate oneself from other providers. (8:01) Jarid explains that ca

Two of the biggest agency consultants in the industry, Mick Hunt, CEO at Premier Strategy Box, and Larry Linne, CEO at InCite Performance Group, join us for a special edition of Getting Past the Premium. The duo covers what it takes to be committed to growth, solving the right problem for your clients, building the future you want and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ InCite Performace Group: https://incitepg.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/ Mick Hunt: https://www.linkedin.com/in/mystrategybox/ Larry Linne: https://www.linkedin.com/in/larrylinne/ This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to co

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Amy Drewel, Amy and Teresa talk about how to build a team that fuels our agencies for tomorrow. Key Topics: Amy’s transition from HR manager to insurance agency owner, and the founding of Mosaic Insurance Alliance. The importance of transitioning from an agent role to focusing on business development. Challenges in hiring and team management within the insurance industry. Strategies for maintaining a strong, motivated team in a challenging market. The impact of the current market on insurance agencies and the necessity for adaptation. The role of transparency and communication in managing an agency and its team. The significance of listening to team members and clients for effective agency management. Adapting to technological changes and leveraging them for better agency operations. Strategies for future-proofing the agency and team amidst market uncertainties. Connect with: LinkedIn: Amy Drewel  LinkedIn: Teresa Kitche

In this episode of Agents Influence podcast, host Jason Cass interviews Joe Stephenson, Director of Digital Intelligence at INTERTEL, an Ontellus Company.  Episode Highlights: Joe shares his journey from law enforcement, to accident reconstruction, to insurance fraud investigations, and his current role as the Director of Digital Intelligence at INTERTEL. (2:29) Joe discusses how easy it is to gather personal information about someone through technology, such as LinkedIn profiles, and how this can be used for fraudulent purposes. (8:51) Joe shares that insurance agents are often the first to notice suspicious activity, such as uncharacteristic emails or requests for additional information, which could indicate fraud or identity theft. (11:18) Joe emphasizes that investing in software protection is crucial to prevent fraud and protect against cyber threats, even if it seems expensive, as one security breach can have significant consequences. (18:17) Joe discusses the importance of understanding techn

Carol Jardine – one of the leading lights in our industry announced her retirement a number of months ago. We were honoured to be able to talk with her on her last day in the office. Carol told us about her career journey through the insurance industry, including her best & worst memories. We discussed some of the major hurdles facing the industry, including Wawanesa’s leading implementation of broker connectivity. Carol also tells us about the Wawanesa journey over the last decade, moving to broker only distribution and offers up some advice for the next generation of insurance exec. Check out this episode for a close up & personal discussion with one of the movers and shakers in the P & C industry. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Caden Braly, Business Development Manager at Braly Insurance Group and CEO of Innovative Risk. To learn more about Braly Insurance Group, visit https://bralyinsurance.com. To learn more about Innovative Risk, visit https://www.innovativerisk.io. 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: Caden discusses Braly Insurance Group's proactive approach to preparing customers for insurance policy renewals, including contacting them ahead of time, educating them about potential price increases, and providing resources to explain market conditions. (3:45) Caden mentions that agents are diversifying their portfolios by shifting toward

Insurance agencies know they need to modernize and adopt technology. But that brings in a new set of challenges. Sydney Roe, Director of Agency Marketing at Vertafore, dives into the importance of connection among your tech stack – connection to your team, your other tech, your clients and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Vertafore: https://www.vertafore.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 Sydney Roe: https://www.linkedin.com/in/sydney-roe-32b927bb 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

In this episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast, Danny Lawrence sits down with Greg De Jesus, Director of Sales at Ennabl. Greg gives us a couple of examples of how to understand your agency's data to inform and empower strategic decision-making. Harness this knowledge to effectively master and optimize your actions for maximum impact. Episode Highlights: Greg mentions that the goal of Ennabl is to help organizations succeed by utilizing their data to provide insights on how to drive action and change for operational efficiencies and revenue growth in the insurance industry. (4:38) Greg discusses the importance of cleansing data to identify strengths and target potential customers to enhance business performance. (9:44) Greg shares their development of new tactics and strategies for reaching out to potential customers, including providing additional information and identifying key individuals for prospecting. (16:10) Greg discusses how the monoline report and cross-sell report

In this live episode of the Agency Intelligence podcast, host Jason Cass, and guest host Mitch Gibson interview Ebens Jean, Co-Founder of One Way Insurance Group, Margeaux Giles, CEO of Irys, CJ Hutsenpiller, Owner of Hutsenpiller Insurance, and Michael Lebor, CEO of InsuranceGIG. Resources Mentioned: Ebens Jean LinkedIn Margeaux Giles LinkedIn CJ Hutsenpiller LinkedIn Michael Lebor LinkedIn Mitch Gibson LinkedIn One Way Insurance Group Irys Hutsenpiller Insurance InsuranceGIG Reach out to Jason Cass Agency Intelligence

FAFSA? EFC? SAI? What does all this mean? College planning is complicated and overwhelming for both the student and the parent. There should be an easy button to plan for college.  In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, has a candid discussion with John Hupalo (4-time guest on the show) on navigating the FASFA maze. From demystifying FASFA responsibilities to understanding asset impacts on aid eligibility, get expert insights into college planning essentials. They discuss strategies to pay for college using needs-based methods as well as merit-based methods. This is a must-listen if you have a student in the 8th grade all the way to college age. Episode Highlights: John mentions that there is still work to be done in expanding and improving the prepaid college savings program. (2:16) John discusses how having a conversation about college affordability and financial fit early on in a student's high school years is crucial to making informed decisions and potentially reducing

One of the biggest reasons insurance agents don't achieve success as a producer is due to the QUANTITY of accounts on their prospect list. But the biggest reason overall is no doubt the QUALITY of the accounts on their prospect list.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you how to increase the QUALITY of the accounts you are prospecting in order to close more deals and make more money! Episode Highlights: Charles explains that most insurance brokers are inexperienced and have a large number of accounts to call. (3:57) According to Charles, insurance brokers might have 1000 different prospects on their database. However, if none of them are truly qualified to the point that they are likely to conduct business with you, calling them to set up appointments would be the largest waste of your time. (4:35) Charles discusses the three most important things that insurance agents should have in terms of their database quantity. (9:21) Accordin

In this episode, the guys talk to CJ Nolan, President of Munn Insurance – Canadian broker of the year. We learn about the origin story of Munn insurance and how they became broker of the year. We also talk about Munn’s investment in technology, staffing and their biggest challenges. We also dig into what needs to be done to accelerate connectivity, how broker consolidation is affecting the industry, how happy CJ is with his carriers and what he sees as requiring fixing in the industry. Join us for a chat with CJ – one of the truly good guys in the industry. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Alex Toler, Director of Business Development at SimparaHR. To learn more about SimparaHR visit https://www.simparahr.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: Alex shares his journey from being an aspiring baseball player to underwriting homes, navigating the insurance industry, and finding success in middle-market employee benefits. (4:06) Alex shares how his passion for health insurance was reignited after witnessing Adam's work and the level of care his clients received. (19:07) Alex explains that their goal at SimparaHR is to help employers and employees make smart healthcare cost decisions and lower costs throu

How do you go from sales to consulting? What's the difference? Chase Courtney, a "recovering CPA" and the Director of Technology Sales at Imperial PFS, joins us to discuss how to apply your foundation of knowledge to help sell a particular product. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ IPFS: https://www.ipfs.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/ Chase Courtney: https://www.linkedin.com/in/chase-courtney-cpa-5a0a2276/ 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 pot

In this episode of 10 Rules of Business, recorded live from IndieTech 2023, Sean Kirby is joined by Michael Nelson of EZ Lynx. Michael gives a glimpse into the next big things for EZ Lynx, including AI enhancements, integrated solutions, and the commitment to make every agent's life easier and more productive.

In this episode of Agents Influence podcast, host Jason Cass interviews Andrew Chermark, Founder of Ensure Analytics. Episode Highlights: Andrew shares his experience in the telematics industry, starting with cellular one and Nextel, and how he got into the industry through tracking devices. (3:37) Andrew mentions that utilizing scorecards and clean driving data can help brokers provide value to their clients and improve their chances of securing insurance coverage in the current hard market. (6:14) Andrew discusses how using smartphone apps like E-driving can provide positive reinforcement and improve driving behavior. (11:09) Andrew explains how utilizing telematics and driver behavior data is crucial for insurance brokers to effectively manage risk and provide better policies for their clients. (12:46) Andrew mentions that brokers need to encourage their clients to share their data and utilize technology to improve driver safety and reduce accidents and claims. (19:02) Key Quotes: “There's a

Listen to the latest solo episode from host, James Jenkins. 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.

In this episode of the Agency Intelligence podcast, recorded live from IndieTech 2023, host Jason Cass sits down with Reid Holzworth, CEO of Ivans Insurance Solutions. From tackling initial challenges to connecting with 120 carriers in just one year, Reid shares the transformative journey of Ivans under his leadership. Resources Mentioned: Reid Holzworth LinkedIn Ivans Insurance Solutions Reach out to Jason Cass Agency Intelligence