Agency Intelligence

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Lisa Brady, Owner of Brady Insurance Group. Lisa and Teresa discuss how to build a strong team in this hard market. Episode Highlights: Lisa explains how she overstaffs her agency to be proactive and keep an extra person to make sure that they are reaching out to their clients with everything they need. (2:40) Lisa mentions that her team is cross-trained to help everyone else and that she values her team members by knowing their personalities and strengths to assign them to the right roles. (5:22) Lisa discusses how they keep their workplace joyful, including fun days, competitions, and community involvement. (10:55) Lisa explains the importance of valuing team members and creating a fun workplace, which leads to happier employees and better customer service. (13:12) Lisa shares that they have increased their Facebook presence and engagement by over 450% through giveaways, tagging, and linking TikTok and Instagram. (17:55)

In this episode of Agents Influence podcast, host Jason Cass interviews Brad Burton, Motivational Speaker, and Author of 4 best selling business books. Episode Highlights: Brad shares his journey from a challenging past to becoming the UK's top motivational business speaker, bestselling author, and founder of a large business network. (3:19) Brad discusses the significance of conscious decision-making, and learning from mistakes, and shares a 24-second, 24-minute, and 24-hour decision-making strategy to enhance success in life and business. (8:41) Brad encourages people to let go of the past and negative experiences that weigh them down to make a mindful decision. (11:31) Brad explains how to embrace the present moment by using a 9-word tic-tac-toe grid exercise to reflect on personal growth and focusing on self-improvement. (16:01) Brad shares how he started his business 19 years ago and had to juggle various aspects of his life, including finances, emotions, and relationships. (19:03) Brad menti

How would you like to win 6 new clients via signed Broker of Record Letter in less than 6 months ... with even the smaller of these clients being $12,000 in annual revenue? Would that be OK with you? I'm sure it would! In this episode of the Millionaire Insurance Producer podcast, host Charles Specht interviews [Insurance Producer Rockstar] Rocio Luna, who is also an active member of the 12X Commission Mastermind (www.12x.club) community. Among other things, Rocio explains how she is utilizing social media to get her Micro-Niched prospects (plumbers and concrete subcontractors) to reach out to her directly in order to solve their worker's compensation problems. Episode Highlights: Rocio discusses discovering Charles Specht and the 12X Commission Mastermind via a YouTube video on cold calling and prospecting. (2:46) Rocio shares her insurance background, beginning as a claims manager and eventually becoming a sales producer. (4:11) Rocio mentions that listening to Millionaire Insurance Producer podcast e

In this episode, James talks with Micah Salas, Senior Vice President of Christensen Group Insurance and author of The Business Insurance Playbook. To learn more about Christensen Group Insurance, visit https://www.christensengroup.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: Micah shares that like most others, he got started in insurance, not by choice but for financial reasons. (4:11) Micah mentions that he completed a year-long training program that included everything from policy language to spending time with underwriters to learn about the operational side of things. (7:46) Micah discusses his experiences working at the world's largest insurance

LinkedIn is one of the absolute most potent tools out there for prospecting, whether in B2B or B2C. Unfortunately for most insurance producers, they either don't use LinkedIn at all, they use it poorly, or they come across as spammy. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will begin teaching you how to use LinkedIn to prospect better, close more deals, and build your Book of Business. Episode Highlights: Charles explains how he utilizes each social networking platform. (1:57) Charles considers LinkedIn as a fantastic tool to network and prospect. (10:05) Charles believes that it’s tough to utilize LinkedIn as a prospecting tool if you're not actively engaging with your prospects. (12:14) Charles discusses the value of micro-niching. (13:10) Charles believes that focusing on one area will help you succeed. (16:22) Charles shares that he will be releasing content on how to utilize LinkedIn soon. (18:02) Charles says that if we can give prospect

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Derek Hayden. Derek Hayden is a Certified Risk Architect at Dansig Insurance Risk Advisors and winner of The Protege Reality Show. I believe Derek is the epitome of a "Human-Optimized" agent.  This is a tremendous conversation with a tremendous independent agent. Don't miss this episode... Episode Highlights: Derek discusses the hard market, and how they prepared for it. (7:13) Derek mentions that clients are scared to make the first move, but it is now getting to the point where they are willing to open the box and see what can be done. (13:19) Ryan mentions that one mistake they made was spreading their premium out too wide, and if he could do it again, he probably would take half the carrier appointments and just dial in writing business with those carriers. (22:27)  Derek expresses frustration at the lack of give and take in the insurance industry and how carriers can just drop accounts after agents put in a lot of effort to m

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Charlotte Hicks, a Business Growth Coach and Digital Marketer at Nowpreneur. Charlotte talks to Teresa about her passion for helping agencies to brand themselves and her education regarding flood insurance with the National Alliance. Episode Highlights: Charlotte discusses her family's insurance agency, her work as a tax accountant, and her transition back to the insurance industry. (1:15) Charlotte encourages all insurance agents to offer flood coverage with every property policy and to educate their clients on flood risk and show them how floods can happen. (5:39) Charlotte explains that flood insurance is beneficial for agents, customers, and communities, as it protects them from uncovered losses and reduces the need for public assistance. (10:57) Charlotte discusses the importance of branding and marketing in the insurance industry and the need for companies to differentiate themselves from competitors by communicating th

This one-off episode details James’ experience with payments vendor Ascend.

In this episode of Agency Intelligence podcast, host Jason Cass interviews Cameron Pechia, Host of Get A Load Of This Trucking Podcast & Founder of Valley Trucking Insurance. Episode Highlights: Cameron explains how he came across Jason and the Agency Intelligence Mastermind group. (3:45) Cameron mentions that he's a partner and owner of a small agency that was established in 2000 by a group of agents who shared expenses and he is working to perpetuate and move the agency forward. (5:58) Jason explains how and why the Agency Intelligence Mastermind was created. (7:31) Cameron explains how focusing on a specific niche within their agency, cultivating relationships, and diversifying into multiple pillars has enabled them to scale their revenue and dominate the transportation industry. (10:30) Cameron mentions that he has created a separate division for trucking insurance with its own brand and his agency focuses its marketing and branding efforts on the trucking industry while also hosting a podcast t

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Carol Roth. Carol Roth is the Creator of the Future File® legacy planning system, a national media personality, a billion-dollar dealmaker, a brand spokesperson, an investor, a board member & bestselling author of The War on Small Business.  In this repeat visit to the podcast, Carol expands on your warning calls two years ago with the War on Small Business with her new book, You Will Own Nothing: Your War with a New Financial World Order and How to Fight Back. Carol is easily one of my personal favorite economic commentators for her real-world, pragmatic take without bias for political or word games. I highly recommend pre-ordering Carol's book: You Will Own Nothing: Your War with a New Financial World Order and How to Fight Back. You are going to love this conversation... Episode Highlights: Carol expresses her concerns about the changing global financial order and the possibility of a new financial world order. (5:21) Carol clarif

In this episode, James talks with Patrick McBride, Agency Owner of The McBride Agency. To learn more about The McBride agency, visit https://themcbrideagency.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: Patrick discusses his background and why he values legacy. (2:29) Patrick believes that being a captive agent was great for him and if he hadn't been captive first, he wouldn't know what he knows now or be who he is for his clients, team, and community. (5:51) Patrick discusses his decision-making process in transitioning from the captive side to the independent side, as well as the training and onboarding he had before starting his own agency. (7:34)

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Stephen Turnbull Stephen Turnbull is the founder of T5 Insurance, At T5 Insurance, their motto is three simple words. Understand. Educate. Protect. T5 will take the time to understand your risk to be able to properly educate you on all of your options to provide the best protection for you, your family, or your business! This is an incredible conversation, don't miss it... Episode Highlights: Stephen share that he started T5 out of a desire to do business differently and it's been a roller coaster, but rewarding and exciting. (8:10) Stephen mentions that it is important to enjoy the journey and to constantly remind yourself of the end goal to get through difficult times. (13:09) Stephen discusses his experience with changing his CRM system when starting his own agency. (19:31) Stephen explains that he attributes some of their success to the unintentional branding of his name, rather than just being known as part of the agency. (22:

No, your prospects don't really HATE you. Nope, they don't LIKE you, either. Moreover, they probably don't KNOW you from Adam (whoever that guy is). The real issue, however, is that your prospects don't TRUST you. And, why don't they trust you? The answer to that question -- as well as how to fix it -- is what host Charles Specht will teach you in this throwback episode ... which is all about Mastering the Art of Persuasion. Episode Highlights: Charles shares how to turn prospects into clients. (1:03) Charles talks about rude prospects and making them do business with you. (4:19) Charles shares tips on how to understand phrases from prospects and what they really meant to say during a call. (10:04) Charles shares about the C3 or the Cold Call Carrot. (12:04) Charles talks about mergers and acquisitions. (16:21) Charles states that the size of your book of business is dependent upon your ability to persuade. (20:12) Charles elaborates on the advantage of being able to persuade. (23:40) Charles

In this episode of Power Women In Insurance, Teresa Kitchens continues her discussion of the book, "Overcoming Underearning".  Episode Highlights: Teresa explains that Overcoming Underearning does not imply that a person is unsuccessful, but rather that they are not giving themselves enough credit and are not managing their personal lives and finances in a way that allows them to achieve their goals. (1:10) Teresa mentions that in order to apply the knowledge from “Overcoming Underearning”, it is necessary to be a person of action and create a game plan for how to grow in the future. (5:26) Teresa believes that having a plan of action will assist individuals in getting where they want to go, which is critical in getting anybody through the process. (8:19) According to Teresa, the book “Overcoming Underearning” teaches the importance of respecting and appreciating money by taking good care of it and developing habits that will get you where you want to go. (13:59) Teresa discusses an exercise in the

In this episode of Agents Influence podcast, host Jason Cass interviews Aubie Knight, CEO of Independent Insurance Agents of North Carolina, and Pat Cline, Director of Accelerator Operations at Independent Insurance Agents of North Carolina. Episode Highlights: Aubie explains that The Independent Insurance Agents of North Carolina is an insurer tech accelerator that helps independent insurance agents have a voice in the development of new technology to strengthen the distribution system. (2:19) Aubie shares that he is part of an organization called "101 Weston Labs" which aims to support insurance innovation and independent agents in the next generation. (8:30) Pat discusses the 101 Weston Labs program which provides mentorship, coaching, access to technology for independent insurance agents, and aims to enable agents to become involved in the technology that will be in their future and put good technology into their hands to create a better customer experience, have better processes and be more efficie

Wouldn't it be great if we could get you a steady flow of business owners to reach out to you to schedule appointments, rather than you contacting business owners who don't know you, like you, or trust you yet? Of course, it would be! It would make everything easier: setting appointments, building rapport, getting more signed BORs, winning business, etc.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will not only tell you why you should contact associations about becoming their endorsed insurance provider, but he tells you exactly how to do it in such a way that the association leadership will even give you a copy of their active membership list. Episode Highlights: Charles discusses the significance of prospecting and appointment setting for insurance agents. (2:07) Charles explains how associations add value to their members and how insurance agents become endorsed agents for these organizations. (4:50) Charles mentions the advantages of association endorsements,

In this episode, James talks with Kimi Donahue, Sr. Agency Success Manager at Openly. To learn more about Openly, visit https://openly.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: Kimi discusses what led her to the insurance industry and her experiences along the way. (2:30) Kimi shares how her experience with State Farm has helped her throughout her insurance career. (8:42) Kimi mentions that the best part of her move to American Family Insurance was the chance to start her own agency. (11:15) Kimi explains that if you're leaving the captive world and going independent, it's important to keep your networks and let your referral partners know so the

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Michael Malfa. Michael Malfa is the CEO and co-founder of Boardwalk Insurance, an independent insurance agency located in Ontario, Canada. I think Michael's LinkedIn bio says it all, "Championing change, always looking for new, efficient ways to deliver enhanced customer experiences. As technology evolves, so must we. Our goal is to leverage technology and make it our ally, rather than our enemy." We get down on many different topics associated with the digital production of insurance business. You're going to love this one... Episode Highlights: Michael discusses his experience in commercial brokerage and what led Boardwalk Insurance to develop its own unique solution and technology. (7:12) Michael discusses the process of creating the technology that will provide producers with the tools they need. (12:29) Michael explains that insurance risk management is a long-term investment and that it is essential for future-proofing the bus

In this throwback episode of Power Women In Insurance, Teresa Kitchens discusses what underearning is and why it is so important to see the signs of it so we can fully achieve our goals. Episode Highlights: Teresa mentions that, in her opinion, Overcoming Underearning is about becoming entirely who she wants to be, not simply about money, finances, or treating herself well. (4:54) Teresa reminds everyone that being an underearner does not mean that people are unhappy with their current situation; rather, it indicates that they are earning less than they could or should be earning. (6:13) Teresa shares that she loves the second portion of the book because it truly talks to us about how stating the truth is the beginning of saying “I want more”. (8:10) Teresa explains that we must also consider what we want to include in our financial future. (15:57) Teresa discusses the part of the book that touches on the importance of writing down every fear we have in our heads. (21:56) Teresa mentions that the

In this episode of Agency Intelligence podcast, host Jason Cass interviews Jake Jines, Commercial Risk Advisor at The Insurance Alliance. Jake shares what led him to enter the insurance industry and what his goals are as a young producer. Episode Highlights: Jake shares that he is an iPhone user, and as a young producer, he loves to win. (3:08) Jake explains why skill has been a bigger factor in his life and where he is today. (4:32) Jason shares how he met Jake and how he was recruited to work at The Insurance Alliance. (5:06) Jake shares his backstory, from being at school to landing a job and being granted an opportunity in the industry. (7:13)  Jake explains why, despite having very little knowledge about the industry, he took the opportunity to be part of it. (10:06) Jake shares that he is currently trying to figure out a niche that would genuinely work for him and that he could bring value to (14:01) Jake recalls the days when he worked at Abstract during COVID and how it was related to bri