Agency Intelligence

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

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

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

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

In this episode of The MVP Podcast, recorded live from IndieTech 2023, Mitch Gibson sits down with Steve Mohr, Founder of Insurance Industry Index. Steve discusses the future of the insurance industry, the significance of integrating technologies, the importance of perpetual learning, and the mantra of 'trusting the journey.  Resources Mentioned: Steven Mohr Insurance Industry Index Reach out to Mitch Gibson

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Megan Thomas, Founder of Social Coverage Collective. Megan and Teresa talk about social media and how to get started. Resources Mentioned: Megan Thomas LinkedIn Social Coverage Collective Contact Teresa Kitchens Sterling Insurance Group

Bánh Mìs and Daiquiris have nothing to do with money. But what better way to celebrate achieving a financial milestone than with a bang bang shrimp Bánh Mì (Vietnamese po-boy) and a crawgator Daiquiri? In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA celebrates with Xavier Angel, CFP®, ChFC, CLTC as he recently achieved a financial goal that took self-discipline and a lot of delayed gratification. And driving around an old 2008 Honda! Episode Highlights: Xavier discusses his recent financial experiences, including unexpected debt incurred from traveling to help his daughter move to DC, and the challenges with his current car, including the AC breaking down. (4:28) Xavier shares that he set a goal that if he was able to pay off his debt by October 1st, he would get a new car. (7:47) Erik discusses the importance of celebrating milestones along the financial journey, even if it temporarily sets back the ultimate goal. (13:44) Xavier shares how they successfully retrained themselv

Listen in for an exclusive sneak peek inside one of our Agency Intelligence Mastermind meetings featuring insights from special guest, Andy Neary.  This guy gets insurance agents, and he brings a new perspective to the things that we do. Not to mention he is a professional athlete and you know how athletes dominate insurance.

In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht teaches you how to determine what type of business you should target for prospecting. In other words, Charles will teach you the step-by-step process he takes his 1-on-1 coaching clients through to determine their own most profitable micro-niche focus. This is the topic Charles gets asked about most, which is why he gets very detailed in the process of it in this episode. Episode Highlights: Charles explains the difference between a niche and a micro-niche. (1:48) Charles shares that if you do not know what you are targeting, then everything is a target. (5:00) Charles explains that you can be passionate about other things, but it does not necessarily have to be your micro-niche. (7:30) Charles shares that micro-niching means you are focusing only on a specific area of a niche and not different areas. (11:16) Charles explains that it is important to consider your geographic territory when creating a micro-ni

In this episode, James talks with Mike Fusco, CEO of Fusco & Orsini Insurance Services. To learn more about Fusco & Orsini Insurance Services, visit https://foagency.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: Mike mentions that he learned valuable lessons in efficiency and multitasking in the general business world from working in a call center to managing a team of agents and starting his agency. (6:57) Mike shares his experience working at an independent agency with no structure, where they had to create their opportunities and eventually manage a challenging sales team. (14:54) Mike believes in constantly pushing for improvement and not settling

In this throwback episode of Power Women In Insurance, Teresa Kitchens sits down with Kelly Mora, owner of Heritage Insurance Agency. They discuss how to create a culture of caring and how in Kelly’s agriculture-based agency, her team cares and builds community. Episode Highlights:  Kelly mentions she comes from a hospitality background and considers herself to be more of a creative thinker than a technical thinker. (04:30) Kelly emphasizes that they want to have control over who they associate with, not just within their agency but also with the clients they serve. (10:37) Kelly believes that when you're happy and feeling fulfilled by your day, you owe it to your community and that you're incredibly privileged to serve the people you do. (12:10) Kelly shares that metrics are hard and that's something they're working on currently to help them fill out their analytics a little more. (16:53) As leaders of their organization, Kelly mentions that their role is to help people achieve their goals. (17:52)

How do you light a fire and empower your team? Brett Young joins Elliot Bassett to share how their Leadership Summit is driving their team forward. Internal events cost time, money, planning and the ROI is apparent right away. But regular events for your teams are about belief. You're inspiring your team, bringing transparency and, more than anything, helping your team believe in your mission. 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

In this special episode, get an inside listen to the opening of IndieTech 2023 where Jason Cass & Mitch Gibson lay out the cause and vision for IndieTech, which focuses on independent agents and the technology that empowers them to profit.

In this episode, James talks with Cyrus Jaffery, Founder of Quotamation. To learn more about Quotamation, visit https://quotamation.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: Cyrus shares his experiences growing up as a refugee from Afghanistan and finding his place in America. (3:03) Cyrus mentions that to succeed in the independent world, people must learn to sell value because this will lead to success in the independent channel. (12:32) Cyrus discusses his decision to leave State Farm and build a legacy as an independent agent. (21:25) Cyrus discusses the four verticals of Quotamation which include Jafri Insurance, CJ Insurance Group, Real Est

In this episode of Agency Intelligence podcast, host Jason Cass interviews Zach Simmonds, Account Executive at Eber & Associates Insurance Services. Zach talks about his career as a new agent and his niche in the insurance industry. Episode Highlights: Zach shares his background. (5:14) What has attributed to Zach’s success, skill or luck? (10:03) Zach shares some of the strategies he uses to be successful. (13:52) Zach mentions his biggest learning curve. (18:28) Does Zach have any niches? (21:05) Zach shares the full package, plus work comp that they offer. (22:43) Zach shares his thoughts about having the right relationship. (35:12) Zach mentions what he’s currently doing in the agency. (39:26) Key Quotes: “I think in this industry, any sales position, you have to be willing to just kind of throw yourself in the fire.” - Zach Simmonds “I think people genuinely, for the most part, do want to help younger people in their career. When you show that you're willing to put the work in, I thi

Puff Daddy wasn’t Roman, but "Mo Money Mo Problems" may have resonated with the Stoics. Apparently, Erik thinks more about Roman views on wealth than he realized. And the Roman Empire is alive & well & taking TikTok over by storm thanks to Gaius Flavus…who?  In this episode, Erik Garcia, CFP®, BFA, and guest host Dr. Matt Morris LPC & LMFT discuss what some well-known Stoics had to say about wealth (thanks to an extensively shallow search on ChatGPT). Episode Highlights: Matt discusses his experience using ChatGPT in the classroom and the potential benefits and challenges of using generative AI technologies in higher education. (7:59) Matt explains how being discontent is a major source of unhappiness in society and the contrast between people in societies with little material wealth who are content, and those who become miserable when they become aware of what they lack. (12:12) Erik discusses the concept of asceticism in Roman stoic philosophy, highlighting the idea that despite the opulence associat

Do you have a defined and well-structured sales process that helps you win new business? No, I'm not talking about a few lucky points here and there. I'm talking about a "proven by long-term results" A-Z Sales Framework that covers everything from start to finish, from the type of account you're first going to prospect to the end goal of collecting the deposit check. That's what host Charles Specht will teach us all about today.  On today's podcast episode, we'll learn the secrets behind his "12X Sales Framework" that empowers insurance agents to build a $1,000,000 or more Book of Business of happy, loyal, and satisfied clients. Episode Highlights: Charles mentions his framework’s main key areas for selling, servicing, and renewing clients: pre-prospecting, prospecting, first appointment/meeting, strategic report, and proposal/presentation. (4:04) Charles explains that pre-prospecting is the crucial foundation work done before making cold calls, setting appointments, and meeting with potential clients, a

What will 2023 bring to the Canadian P & C industry? We asked a panel of leading experts what they thought, rejected everything they said & came up with our own thoughts, including discussions on: The impact of high interest rates & a potential recession The pace of broker M & A The future of carrier portals The potential impact of the Alberta provincial election Mutual consolidation The Maple Leafs playoff chances What do you think 2023 will bring? Leave us a comment and get your voice heard.

In this episode, James talks with Hank Watkins, Regional Director & President of Lloyd's. To learn more about Lloyd's, visit https://www.lloyds.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: Hank explains what Lloyd's is and how it functions as a marketplace for insurance. (5:53) Hank shares why Lloyd's is relevant today, including its role in insuring new risks like the sharing economy and providing capacity for property insurance. (15:09) Hank discusses the importance of environmental, social, and corporate governance (ESG) in the insurance industry, particularly in relation to the energy sector and the transition to renewable energy. (24:50) Hank d

In this episode of the MVP Podcast, we’re "Talkin' Tech" with Danny Lawrence. Danny sits down with Jacob Bolton, Account Executive at AgencyZoom. A fresh young mind in the Indietech world discusses modernizing your Agency - 75% of the workplace will be millennial or gen-z by 2026. Customer/Employee expectations are higher than ever - how do you provide a better experience for both? Episode Highlights: Jacob mentions that adopting technology is crucial for businesses to scale, stay protected, and be successful in today's evolving world. (3:12) Jacob shares his unexpected journey into the industry and how it has become a passion. (5:27) Jacob discusses the importance of curiosity, asking questions to learn, and understanding that every agency is unique and their needs must be considered. (9:54) Jacob explains that it is essential to integrate a CRM into a tech stack and management system to save time and centralize all applications and solutions. (10:52) Jacob mentions that the rapid adoption of tech