Agency Intelligence

In this episode of Agents Influence podcast, host Jason Cass interviews Andy Neary, Founder of Complete Game Consulting. Episode Highlights: Andy shares his journey of struggling in sales for 10 years, reinventing his career, and finding success by adopting innovative marketing strategies, now helping others in the industry through his coaching and training business. (5:07) Andy mentions that marketing in the insurance industry needs to shift from talking about yourself to focusing on the prospects' story, which can lead to significant changes and success for agencies and producers. (10:55) Andy explains that the best marketing is simple and straightforward because if people don't understand what you're talking about, none of it matters. (13:47) Andy believes that the key to success in sales is clear expectations and storytelling that resonates with the psychographics of ideal prospects. (15:47) Andy mentions Complete Game Consulting does workshops and one-on-one coaching, and plans to launch a new

In this engaging discussion, we unpack the significance of individual citizenship and the fundamental values that make one a quality human and a contributing member of society. Inspired by Teddy Roosevelt's iconic speech, 'The Citizen in a Republic,' we emphasize the need for these ideals in our current society, where they seem to have been replaced by more materialistic values. Further into the discussion, we highlight skill, leisure, and wealth privileges and the responsibility to use them for the greater good. In an age of cynicism, we stress the importance of the average citizen in achieving greatness, challenging those who criticize without putting in the effort. We wrap up this chapter by discussing the need to play one's part in life's struggle and not hide behind contempt for others' achievements. Toward the end of our discussion, we shed light on the significance of virtue and personal agency and the need for guiding intelligence in various human activities. We share our belief that admiration s

Most insurance agents out there don't really know what they are supposed to be doing, as far as prospecting and selling are concerned. They have little training and often they're trained to do what the person before them has done, even if that person didn't achieve A+ results.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will detail seven things insurance agents need to do to become Millionaire Insurance Producers. Episode Highlights: Charles explains why he wrote the book, The Millionaire Producer, about permission, and why it matters. (2:49) Charles elaborates on the first aspect of the book, which is collecting signatures and serving happiness. (05:44) Charles explains that when you create enough value and solve major problems, your insured would be happy to sign all your broker letters. (08:18) Charles shares that you have to think bigger than you think is already big. (10:25) Charles advises everyone to start targeting larger revenue-generating

Selling the insurance brokerage in which you’ve put a lifetime of effort is no small step. How do you know that you’ve got the right partner? The right price? The right place for your clients & staff? Good news – the DIPP crew has done a bunch of legwork for you. Our M & A series covers some of the most important questions & brings you the answers, right from the source. In this episode, you’ll hear the answers straight from Jamie Reid from Westland. We asked Western Financial Group, Navacord, Rogers Insurance (CBN), AJ Gallagher, Westland, Brokerlink and HUB International the following questions: Where did your firm come from and where are you going? Why should a broker sell to you – what value do you bring? What’s your target broker? Does a broker with a strong digital presence get a valuation boost? Do you want former owners to stick around? Do you keep the original name? What’s in it for the acquired employees? What’s in it for carriers? Who wins & who loses? How do you value a brokerage? What can a

Recorded LIVE from IndieTech 2023! In this episode, James talks with Doug Mohr, Vice President of Industry Relationships and Partnerships at Vertafore. To learn more about Vertafore, visit https://www.vertafore.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.

Meet Ashley Mastowski, an independent insurance agency owner at First Choice Insurance out of Las Vegas. She has over 20 years of customer service and sales in the insurance industry and now helps families protect their assets and loved ones against the unexpected.  In this throwback episode of The Power Women in Insurance, Ashley shares her insurance journey from an office manager in a captive insurance agency to owning an independent agency. She explains how she navigated the industry by researching and learning from others in her agency’s niche. Listen in to learn how to perfect the art of vulnerability and adaptability to achieve success in your insurance agency. “A big piece of my success is just being vulnerable to learning and growing and opening up to other people.”- Ashley [24:02] Top Takeaways: How to move past the research phase to the execution phase when starting a business How to find the right systems and programs to utilize for an independent agency by learning from others in the same niche

Ever wondered how community and emotions can shape your business leadership journey? Buckle up as Ryan Hanley opens up about his roller-coaster ride in the business world - from getting fired multiple times to eventually running his own company. Through his intimate storytelling, we uncover the emotional turmoil leaders often face and appreciate the power of choosing the right words for every situation. We then transition into exploring the stark loneliness that surfaces when charged with the task of managing a company's culture. Following our guest's shift from mechanical engineering to insurance, we learn the mental strain that comes with challenging decisions like firing someone and why reaching out for support during such times is crucial. The conversation culminates in a powerful message on the importance of a supportive community. Drawing from his personal growth and risk-taking journey, our guest sheds light on how finding empathy and understanding within a community can pave the way for better decisio

In this episode of Agents Influence podcast, host Jason Cass interviews Erik Garcia, CFP®, owner of Garcia Insurance Services and Garcia Financial Group, and host of the Stuff About Money They Didn't Teach You In School podcast.  Episode Highlights: Erik shares that aside from hosting the Stuff About Money They Didn't Teach You In School podcast, he also spends 90% of his time on financial planning and investment management, with 50% of that time working directly with insurance agency owners and related professionals. (2:54) Erik discusses two ways agency owners make money - through dividends/profit distributions and through capital appreciation, while also paying themselves based on their role in the agency. (7:21) Erik explains the importance of having mentorship relationships in various aspects of life, as exemplified by the biblical characters Paul, Timothy, and Barnabas. (15:02) Erik mentions that aligning company culture with core values and ensuring that the desired culture is manifested within

In order to attract new clients, you must repel those who are not ideal for you. The right messaging will attract the right people, and you'll win more new clients with very attractive marketing that repels everyone you don't want. It works, but most agents haven't figured it out quite yet. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains what you need to do in order to repel bad (not ideal) prospects to attract and win the best and most profitable clients. Episode Highlights: Charles shares that the success rate of attracting your ideal client comes from being able to repel those who are not. (1:53) Charles explains how to attract a level of comfort with prospects. (04:51) Charles discusses how you can repel prospects that you do not want by starting with a particular message. (06:44) Charles elaborates on how you can focus and figure out who your ideal prospect is. (10:43) Charles shares that he is articulating a certain message that is going to

Selling the insurance brokerage in which you’ve put a lifetime of effort is no small step. How do you know that you’ve got the right partner? The right price? The right place for your clients & staff? Good news – the DIPP crew has done a bunch of legwork for you. Our M & A series covers some of the most important questions & brings you the answers, right from the source. In this episode, you’ll hear the answers straight from Dave Partington from AJ Gallagher. We asked Western Financial Group, Navacord, Rogers Insurance (CBN), AJ Gallagher, Westland, Brokerlink and HUB International the following questions: Where did your firm come from and where are you going? Why should a broker sell to you – what value do you bring? What’s your target broker? Does a broker with a strong digital presence get a valuation boost? Do you want former owners to stick around? Do you keep the original name? What’s in it for the acquired employees? What’s in it for carriers? Who wins & who loses? How do you value a brokerage? Wh

In this episode, James talks with Arel Moodie, Co-Founder of Talkadot. To learn more about Talkadot, visit https://www.talkadot.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: Arel shares about his childhood growing up in a difficult environment and how his desire to get out of that environment fueled him. (2:53) Arel discusses how he went from being a successful college student to hosting a TV show, getting invited to the White House, and standing on TEDx stages. (17:37) Arel explains the conventional stages of adult development theory, including self-centric, group-centric, skill-centric, and achiever stages. (26:15) Arel discusses how individuals mo

QUESTION: Are you 12X? Professional insurance agents aren't throwing mud against the wall to see what sticks. Super producers are in the right mindset, they have a plan, and they go for the jugular. They ask for the business, they demand attention, they require the insured's permission, they get awarded a signed Broker of Record Letters, and they build a $1,000,000 or more Book of Business. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will explain how to become 12X. Episode Highlights: Charles explains what 12x is all about, where it is used, and how important it is. (2:10) Charles says there is no reason not to be able to prospect greatness. (05:20) Charles explains that productivity is an aspect of being successful in almost anything we do. (9:18) Charles discusses the importance of knowing your numbers. (10:58) Charles shares that he always loves hearing stories about Brokers of Record. (12:57) Charles explains that in the insurance industry, perm

“Repetitive tasks aren't profitable tasks.” CJ Hutsenpiller of Hutsenpiller Insurance joins the show to talk about an industry filled with repetition.  You can't always eliminate repetitive tasks, but you can control them through process, automation and a solid game plan for profitability. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Hutsenpiller Insurance: https://www.hutins.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/ CJ Hutsenpiller: https://www.linkedin.com/in/cjhutsenpiller/ 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 divi

Sometimes we don't explore utilizing a business coach because we feel that it means we can't build the business or we don't know how..BUT, a great business coach is worth more than gold..and this is how to reframe your search for the right business coach for you. Episode Highlights: Teresa mentions that having a business coach is beneficial for those who want to improve their business, achieve their goals, and have a better work-life balance. (1:28) Teresa discusses the first step in determining if you need a business coach is to identify areas where you need growth, inspiration, or extra energy, and then write down 20 areas for improvement in your business or career. (3:19) Teresa explains why it's crucial to find coaches who are industry-specific to effectively help with specific tasks. (6:49) Teresa mentions that leadership coaches and culture coaches can help teams level up their communication and achieve objectives, while sales coaches can assist in improving sales processes and asking better que

We are thrilled to welcome the Stuff About Money They Didn’t Teach You In School Podcast to the AI Podcast Network! Making a financial plan is complicated. There are a lot of moving parts and complexity…you could fill a book with just one plan! But often, more isn’t always better. Xavier Angel, CFP®, ChFC, CLTC and Erik Garcia, CFP®, BFA, talk about the benefits of keeping it simple. From children practicing copyright law to adults presenting too-long packets of paper to a 40 year monster of a plan, our intrepid hosts explore why simple is sometimes best. Episode Highlights: Xavier discusses the use of children on a mock jury to simplify arguments and make them more understandable, highlighting the need to keep things simple in various fields, including financial planning. (1:31) Erik mentions that human nature tends to favor complexity over simplicity, but sometimes it's important to remember that simplicity can be more efficient and productive. (4:09) Erik explains that the role of a financial planner

In this episode of Agents Influence podcast, host Jason Cass interviews Ted Stuckey, President of Nationwide Brokerage Solutions. Episode Highlights: Ted believes that IndieTech has created a supportive and collaborative environment where agents and entrepreneurs selflessly help each other succeed, making it a unique and inspiring industry to be a part of. (3:17) Ted mentions that NBS is focused on giving agents confidence and helping them understand market trends and carrier reactions to better protect their client's assets, particularly for local agents in the sub $4 million revenue range. (8:51) Ted explains that the high net-worth insurance market is facing challenges as fewer carriers are willing to provide coverage, leading to potential loss of business to other carriers and a lack of specialized coverage options for high-value assets. (13:29) Ted discusses how the current crisis is causing agencies to reevaluate their strategies and relationships with carriers, as they consider the potential ri

Ready to commit to a transformative journey and reach your highest potential? The episode takes a fascinating turn as we delve into the Mandalorian Code from the Star Wars series, illuminating how keeping personal promises shapes our identities. This is the way. We raise the question - what would it mean to live by this code in today's society? This intriguing discussion segues into the power of making and committing to singular promises to ourselves, exploring how this creates a virtuous cycle towards achieving our goals. So, tune in, engage with us on YouTube, and let us embark on this transformative journey together. Resources Mentioned: Reach out to Ryan Hanley AI Tool Report Daily Prompt Taplio Wonderchat.ai Rogue Risk Finding Peak

Selling the insurance brokerage in which you’ve put a lifetime of effort is no small step. How do you know that you’ve got the right partner? The right price? The right place for your clients & staff? Good news – the DIPP crew has done a bunch of legwork for you. Our M & A series covers some of the most important questions & brings you the answers, right from the source. In this episode, you’ll hear the answers straight from Bruce Rabik, Rogers Insurance / CBN. We asked Western Financial Group, Navacord, Rogers Insurance (CBN), AJ Gallagher, Westland, Brokerlink and HUB International the following questions: Where did your firm come from and where are you going? Why should a broker sell to you – what value do you bring? What’s your target broker? Does a broker with a strong digital presence get a valuation boost? Do you want former owners to stick around? Do you keep the original name? What’s in it for the acquired employees? What’s in it for carriers? Who wins & who loses? How do you value a brokerage?

Can AI really be our steadfast ally, or is it an intimidating opponent lurking in the shadows? In a world where technological advancements are taking giant leaps, we stand at the intersection of fear and excitement. We delve deep into the transformative potential of AI, discussing its applications in modern business and everyday life and its pivotal role in reshaping industries like insurance. Notwithstanding the dread that the rapid pace of AI development may instill, we explore its remarkable potential in fostering personal and professional growth. Now, shifting gears to personal branding and testing strategies, we explore the critical tools and tactics that have been instrumental in shaping my own journey. This podcast, in all its unfiltered essence, serves as a testing ground for these strategies, unraveling valuable insights and lessons applicable to all business or individuals. We also emphasize the need to stay connected, to ensure your brand resonates with your audience, and how it all ties in with A

In this episode, James and guest host Peter talk with Tomer Kashi, Co-Founder & CEO of VOOM Insurance and SkyWatch. To learn more about VOOM Insurance, visit https://www.voominsurance.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/agencyfreedo Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Tomer explains how his company, VOOM Insurance, and InsurTech MGA that creates usage-based insurance products for underserved niche segments within the mobility world. (4:24) Tomer discusses his education and background in the Israeli army, which led him to become a tech founder in the insurance industry. (7:52) Tomer shares the founding story of SkyWatch and how it started as a commercial drone insurance solution. (13:03) To