Agency Intelligence

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 1275:54:08
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Sinopsis

Agency Intelligence Podcast, formerly known as The Grow Podcast Is the number 1 listened to insurance podcast in the country featuring three shows from Jason Cass and Joey Giangola. Agent's Influence, the flagship show hosted by Jason Cass, is your weekly guide to the latest and greatest thought leaders the industry has to offer. Insurance in Your Words, hosted by Joey Giangola, travels to the front lines of the industry twice a week to hear from the agents living and breathing insurance every day. Insurance Agency Intelligence is the latest of the podcast series, covering real data from real agents in real agencies. A segue from Agent's Influence, you get the same grit and truth about what it takes to make it or break it in the greatest industry God's every created: the independent insurance industry.

Episodios

  • Stuff About Money: Taking Flyte and Changing Lives Through Financial Literacy With Alex Bigbie

    21/11/2023 Duración: 47min

    In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA, and Xavier Angel, CFP®, ChFC, CLTC, hear from Alexander Bigbie of Flyte as he shares his story of running small programs to help individuals in vulnerable communities with their financial literacy. Be prepared to be inspired. Episode Highlights: Alexander explains that establishing credit at a young age and learning how to effectively manage credit cards can have long-term benefits and help avoid future financial mistakes. (3:13) Alexander discusses his journey in creating Flyte, which aims to provide financial wellness programming and support to small business owners, particularly focusing on black women-owned businesses from low and moderate-income households. (9:11) Alexander mentions that Flyte partners with local banks to provide virtual sessions on personal and business finance, covering topics such as building credit, cyber security, P&L and balance sheets, and separating personal and business finances. (14:09) Alexander

  • Agency Freedom: E129: Nikki Ostrander On Nebraska Nice As A Business Model

    17/11/2023 Duración: 32min

    In this episode, James talks with Nikki Ostrander, Owner of Vault Insurance & Risk Management. To learn more about Vault Insurance & Risk Management. visit https://www.vaultinsure.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: Nikki shares that her mom who was in the insurance industry inspired her to become an agent which led her to start her agency and bring on her best friend and husband to build their dream. (3:49) Nikki shares her experience of finding a unique commission structure that works for her and her agency, highlighting the importance of individualized approaches in the industry. (8:36) Nikki believes that treating people right, doing the

  • Power Women In Insurance: From Insurance Agent to Breaking Ground In Tech With Elizabeth Culley

    15/11/2023 Duración: 47min

    In this episode of Power Women In Insurance, Teresa Kitchens sits down with Elizabeth Culley, Owner of GravityCerts. Teresa and Elizabeth discuss GravityCerts and how agencies can achieve better-streamlined processes with their systems. Episode Highlights: Elizabeth discusses the flexibility and options available in running an independent agency and how she created GravityCerts from scratch, developing the necessary tools and systems for success. (3:48) Elizabeth shares the challenges GravityCerts faced as a new agency as it experienced rapid growth and struggled to keep up with the influx of new business. (8:35) Elizabeth emphasizes the importance of prioritizing quality service and customer loyalty over rapid growth in their insurance agency. (16:54) Elizabeth mentions that the Client Center is an online client service portal that provides 24/7 access to services and information, currently integrated with NowCerts and Agency Zoom. (21:26) Elizabeth discusses the need for agencies to adapt to chang

  • IndieTech: Jake Jines, The Insurance Alliance

    15/11/2023 Duración: 14min

    In this episode of 10 Rules of Business, recorded live from IndieTech 2023, Jake Jines talks with Sean Kirby about the transformative role of Virtual Employees (VEs) in the insurance industry. Discover how VEs handle renewals and daily tasks, epitomizing efficiency in today's digital age.

  • Steve Mohr: The Architect Of The Insurance Industry Index

    14/11/2023 Duración: 25min

    In this episode of Agents Influence podcast, host Jason Cass interviews Steve Mohr, Founder of Insurance Industry Index. Episode Highlights: Steve discusses his “Insurance Industry Index” platform, an all-in-one source for insurance professionals that covers technology, coaching, podcasts, jobs, and events (5:46) Steve mentions that his initial goal was to help the independent agency channel, but he has also realized that service providers in the industry need just as much help, especially with hiring and training new staff. (9:17) Steve shares that the Insurance Industry Index’s website is evolving to offer a more advanced search feature, allowing users to find service providers that integrate with specific technologies, making it easier to target the right options. (11:17) Steve expresses his excitement about the opportunity to bring together different vendors and create a unified effort, despite the challenges and busy schedules of those involved. (16:57) Steve explains that navigating the challe

  • Agency Freedom: Emergency PSA Regarding Cyber/Data Breach Coverage

    14/11/2023 Duración: 12min

    Please visit https://www.riskwell.com/cyber-insurance-for-insurance-agents/ to learn more about this critical exposure. We have multiple programs available to help you get the right coverage placed for your agency in 1-2 business days or less. If you want to talk further, please email commercial@riskwell.com.

  • Millionaire Insurance Producer: Throwback: The Insurance Industry's Best Prospecting Script

    13/11/2023 Duración: 34min

    Setting appointments with new prospects is hard. But it's also one of the most important things a producer needs to improve at in order to win new clients. "Scripting" (what you say or write to your prospects) is the difference maker for all of it. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht outlines what is potentially the best prospecting script in the entire insurance industry, as well as how you can personally edit it to make it your own. Episode Highlights: One of the most difficult challenges, according to Charles, is getting over the point of hesitancy. (2:37) Charles explains that the insurance industry's best prospecting script is the one that works for your unique prospect. (3:40) Charles mentions that anything you provide your prospect in return for an hour of their time must be meaningful and simply understood. (5:55) Prospecting, according to Charles, is not easy, is not pleasant, and is challenging. However, if you want to establish a mill

  • Agency Freedom: E128: Colby Allen On Making Smarter Data-Based Decision

    10/11/2023 Duración: 56min

    In this episode, James talks with Colby Allen, Consultant and Financial Analyst at AgencyFocus. To learn more about AgencyFocus, visit https://agency-focus.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: Colby shares his background in the insurance industry, from a non-traditional path and working his way up through various positions in finance, operations, M&A, and analytics. (6:25) Colby discusses the importance of having conversations with carrier representatives and that aligning with their distribution strategies is often overlooked by independent agents in the insurance space. (13:11) Colby explains the concept of "managing up" and how taking the i

  • GPP: Reid Holzworth: How to Literally Build Connections Using Your Agency Tech Stack

    08/11/2023 Duración: 52min

    Reid Holzworth, CEO of IVANS Insurance Solutions, has been an instrumental player in the insurtech space, from building one of the premier agency management systems to now leading IVANS. He joins Elliot Bassett and Ryan Brott to talk connectivity. How do you better connect your technology? How does that better connect you to carriers? To clients? To your service team? Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ IVANS: http://www.ivansinsurance.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/ Reid Holzworth: https://www.linkedin.com/in/reidholzworth 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

  • Power Women In Insurance: Leading With Resilience and Tenacity with Susan Wathen Johnston

    08/11/2023 Duración: 50min

    In this episode of Power Women In Insurance, Teresa Kitchens sits down with Susan Wathen Johnston, President of Countryside Insurance Agency. Susan discusses how to build resilience and how to approach each day with Tenacity. Episode Highlights: Susan shares her early involvement in insurance, spending time at age 6 in her father's agency and getting her license at 18 to work part-time. (2:32) Susan mentions that the availability of online groups and communities allows us to easily access information and get quick responses to our questions, making us fortunate in the digital age. (9:47) Susan explains that the ability to be a leader is partly innate and cannot be taught, so leaders need to protect their team and establish processes to filter out those who may not be a good fit for the organization's health and success. (14:46) Susan discusses the importance of self-care and maintaining a positive mindset to avoid bringing others down. (18:06) Susan shares that she finds time blocking helpful for ma

  • AI Live with Jeff Roy, Davie Holt, & Steve Mohr

    07/11/2023 Duración: 01h03min

    In this live episode of the Agency Intelligence podcast, host Jason Cass, and guest host Mitch Gibson interview Jeff Roy, CEO of Excalibur Insurance Group, and Davie Holt, President of Virtual Intelligence. Resources Mentioned: Jeff Roy LinkedIn Mitch Gibson LinkedIn Excalibur Insurance Group Virtual Intelligence Reach out to Jason Cass Agency Intelligence

  • Stuff About Money: Prepare, Don't Predict. Surviving Uncertain Markets.

    07/11/2023 Duración: 49min

    If we could predict how the stock market performs, we'd be retired! The only thing CERTAIN right now is UNCERTAINITY. But is this uncertainty, new? War, presidential elections, inflation, oil, & ongoing recession talk have us all feeling a bit, well, yucky!  In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA sits down with Michael Laughlin, CFA, FRM, Head of Portfolio Specialist Team at Morningstar to discuss some key ingredients to building long-term-investment portfolios. You will be surprised to learn one key ingredient is humility. Episode Highlights: Michael discusses his role as a translator and liaison for the investment team which is helping clients understand market environments and build intentional portfolios to manage risk. (3:21) Michael mentions that investing is a slow but effective way to build wealth, especially through the power of compounding and sticking to a long-term plan. (5:45) Michael explains that trying to time the markets is not recommended, as studies

  • Agency Freedom: E127: Scott Knowles On Scanning For Losses

    03/11/2023 Duración: 40min

    In this episode, James talks with Scott Knowles, Co-Founder of Loss Scan. To learn more about Loss Scan, visit https://lossscan.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: Scott mentions that he has been in sales for a long time, starting with a food broker and then transitioning to insurance. (3:13) Scott shares his experience with a potential acquisition and the cautious approach he took in sharing information with a direct competitor. (9:57) Scott discusses his decision to start a new business venture in the insurance industry called Loss Scan, which aims to solve the problem of extracting data from loss runs accurately using an algorithm. (15:56)

  • GPP: Find What Works, Do More of That: Ryan Hanley's Agency Approach

    01/11/2023 Duración: 01h06min

    Find what works, and do more of that. Find what doesn't work, and stop doing that. In many cases, operating an insurance agency can be that simple. Ryan Hanley, Founder and President at Rogue Risk and the creator of the Finding Peak Podcast, joins the show to discuss success, personal growth, and setting aside blinders that could be holding your agency back. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Rogue Risk: https://www.roguerisk.com/ Finding Peak: https://ryanhanley.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/ Ryan Hanley: https://www.linkedin.com/in/ryanhanley/ 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. Wor

  • Power Women In Insurance: Is Automation the Way to a Better Agency? With Austin Moorhead

    01/11/2023 Duración: 36min

    In this episode of Power Women In Insurance, Teresa Kitchens is joined by Austin Moorhead, Founder of Lava Automation. Austin and Teresa talk about how automation can help the agency of the future. Episode Highlights: Austin shares his insurance background and how he transitioned to automation technology. (1:37) Austin mentions that Lava Automation has successfully assisted numerous agencies in getting their CRM up and running in just a few months, compared to the longer timeframe it used to take in the past. (4:12)   Austin discusses the importance of CRM tools for agency owners in managing lead data and staying accountable. (7:26)  Austin explains that the CRM automation and features save approximately 2.3 weeks of monthly work per person, allowing for more follow-ups and time savings. (14:18) Austin mentions that creating regular accountability meetings and maintaining clean data in business software is crucial for success. (20:09) Austin discusses the different attitudes towards automation be

  • IndieTech: Thomas Berry, Trufla

    01/11/2023 Duración: 16min

    In this episode of 10 Rules of Business, recorded live from IndieTech 2023, venture into the world of data-driven insurance with Thomas Berry, Director of Sales at Trufla. Thomas sheds light on Canada's unique data standardization, the pivotal role of SEO in organic traffic, and the innovative use of AI in blog content creation. A must-listen for those curious about how tech is changing the insurance world!

  • We Focus On Perfection When We Should Focus On Becoming Perfected

    31/10/2023 Duración: 44min

    In this throwback episode of Agents Influence podcast, host Jason Cass interviews Travis Parry, Ph.D., Balance Coach and Bestselling Author of Achieving Balance. Travis shares why we need to shift our focus from perfection to becoming perfected and shares how you can achieve balance in your career and life.  Episode Highlights: Jason started his show by discussing what balance is. (1:20) Travis shares that he is an iPhone user. (4:22) Travis says that the last application he downloaded was Pos Bean. (4:33)  Travis answers the question of whether he loves to win or he hates to lose. (5:34) Travis chooses luck over skill as the bigger factor in his career. (6:34) Travis shares his background story, how he started, and where he is at this point. (7:34)  Travis talks about his father and his achievements. (12:13)  Travis shares the reason that made him write his book, Achieving Balance. (18:03)  Travis shares what we can do to achieve more balance in our life. (25:54)  Travis explains the diffe

  • Agency Freedom: E126: Georgi Nenov On Serving Up A Delightful Experience

    27/10/2023 Duración: 55min

    In this episode, James talks with Georgi Nenov. 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: Georgi shares his journey of coming to America, starting with a student visa and working various jobs, eventually finding love, pursuing education, and becoming a proud American citizen. (5:12) Georgi discusses the importance of focusing on the positive and providing excellent service in the hospitality industry, including getting to know customers and personalizing their experience. (15:09) Georgi mentions that the key to successful sales is to focus on creating a great experience for the customer, rather than simply selling them a product or service. (23:41) Geo

  • Millionaire Insurance Producer: Throwback: Get Ready to Pivot!

    26/10/2023 Duración: 33min

    If you're like most insurance agents out there, you're not getting the new business commission results you know you're capable of. You're either not prospecting enough, prospecting inefficiently, not setting enough appointments, not sure how to transition to asking for the signed Broker of Record Letter, or how to close the business if you go through a quoting process. Usually, this boils down to doing things over and over and over again that do not work or do not get a high enough ROI.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will talk about how you should Pivot, what to Pivot to/from, and how to determine if the Pivot you make will be profitable or not for you or your agency. Episode Highlights: Charles explains that a common issue that people have is that they can't stop doing one thing and start doing something else. (4:53) Charles shares that pivoting starts at the very beginning of the building process. (7:02) Charles talks about his experience

  • GPP: Client Experience vs. Service: What's the Difference?

    25/10/2023 Duración: 44min

    Sean Brooks, Divisional Manager at Buckingham Strategic Partners, joins hosts Elliot Bassett and Ryan Brott to discuss how to go from a transactional-based business model to an agency based around client experience. An experience is something you see or feel – where service is just background work.  Listen in to learn how to showcase your value and reduce friction for your clients. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Buckingham Strategic Partners: https://buckinghamstrategicpartners.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/ Sean Brooks: https://www.linkedin.com/in/sean-brooks-aif%C2%AE-76482621/ This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking m

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