Agency Intelligence

Most insurance producers don't work on their personal development, let alone their sales development. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you how to achieve 1% weekly growth in various areas of your selling process in order to be 50% better at selling insurance, just one year from today.  Episode Highlights: Charles gives some tips on how producers might double their commission winnings next year. (3:50) Charles discusses the concept of compound interest. (6:06) Charles discusses where you should start working on improving by 1% per week. (8:39) Charles explains the significance of micro-niche selection. (10:23) Charles discusses the creation of your value differentiator. (11:42) Charles talks about scripting and messaging. (14:11) Charles discusses the seventh way for generating a 1% rise every week and generating 50% more revenue. (16:51) Charles mentions that most insurance salespeople do not have a strategy for leading a

In this episode, James talks with Stephen Sedlak, President of Workcompology. To learn more about Workcompology, visit https://workcompology.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: Stephen shares his background and how he got into the insurance industry. (2:12) Stephen mentions that at ADP, he learned "the answer is always yes," which has served him well in his career. (7:26) Stephen discusses how he started writing his book "The Work Comp Control Effect" and how he utilizes the book for marketing. (12:32) Stephen mentions that there is no right or wrong way to write a book and that the most important thing is that you're writing something that

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Izik Lavy. Izik Lavy is the CEO and founder of GeoX Innovations. GeoX experts use machine vision and deep learning technology to automate fast and accurate extraction of 3D objects from aerial imagery and create worldwide property databases. This property data is for Insurance companies to study property features, get current property intelligence, effectively process claims, streamline underwriting, and evaluate risks resulting in significant cost reductions and lost revenue capturing. Don't miss this conversation... Episode Highlights: Izik mentions that the goal of GeoX Innovations is to help insurance carriers offer better insurance and understand risks better, and help carriers predict events and notify their clients to take proactive measures. (3:47) Izik explains that his passion for geospatial and public information led him to create something valuable that protects people's lives and properties through the insurance industry.

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 shares how reading Barbara Stanny's book Overcoming Underearning has changed the way she thinks about herself, her business, and what she wants to accomplish in the insurance industry. (00:11) Teresa explains that the book begins with a great parable, and it's truly about how we as people become overwhelmed by "what if," "maybe I can't," or "what if I don't?". (3:34) Teresa mentions that she loves the definition of stress in the first section of the book because it says stress is underearning and worrying about the future, and she can relate to it because she always worries about the future. (6:12) Teresa explains that underearning is a side result of not living our full potential, but we must remember that everyone has their own goals, perspectives, and way of reacting to things, and they r

In this episode of Agents Influence podcast, host Jason Cass interviews Jacob Simon, Founder & CEO of Adapt API. Episode Highlights: Jacob explains that Robotic Process Automation (RPA) software automates manual processes like data input, client updates, and email management, freeing up time for more productive work. (4:16) Jacob mentions that insurance agencies can save time by automating operations like claim screening and report organization using bots. (6:45) Jacob explains that Adapt API provides solutions to minimize missed notifications and other issues. (9:50) Jacob explains that Adapt API’s service costs depend on the agency's performance, and the return on investment is normally $4-10 dollars for every dollar spent. (12:17)  Jacob shares how their platform can quickly and effectively connect with an agency's workflow, enabling fast access to data with no continuing setup or training in 30 minutes and through email or Zapier. (15:16) Jacob offers loyal listeners 10 free hours (600 minutes

Are you an insurance agent who has had moderate success selling insurance, but you just know you're not reaching your full capacity? Do you not have a strategic plan, or a step-by-step process to win new business, and you're merely quoting but not winning? That was the experience of Daniel Brookman, before joining 12X Commission Mastermind and implementing the training. Now, he's winning signed BOR's and building his Book of Business.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht interviews Daniel to find out what is working for him now, what is he saying, and why did that large manufacturing account sign his BOR during their first meeting! Learn more about the 12X Commission Mastermind at this link: 12x.club Episode Highlights: Charles explains that in order to be a successful insurance agent, it is crucial to ask for what you want and to be a hunter, rather than a gatherer. (2:02) Daniel shares that he is an experienced insurance agent from Ohio, specializing in l

In this episode, James talks with Wade Millward, CEO and Founder of Rikor. To learn more about Rikor, visit https://www.protectmyfranchise.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: Wade shares about his past missionary work in the Philippines, how he met his wife, and what led him to the insurance industry. (3:33) Wade explains that he is very interested in innovation and making new technology that gives clients more value. (10:36) Wade discusses what inspired him to start Rikor, the franchise insurance compliance company. (16:48) Wade shares an interesting story of how, with the support of his developer, he was able to build a tech team in China

Aaron Gordon is the Vice President of Gordon Companies. Aaron Gordon is one of my favorite people in the insurance industry...The dude bleeds the independent insurance agency. And while Aaron may come from a traditional agency, his thoughtful design has prepared the Gordon Companies for massive growth in the future. This is a TREMENDOUS conversation you don't want to miss.. Episode Highlights: Aaron mentions that he is fascinated by people who do alternative living and make a living through YouTube content creation. (10:15) Aaron discusses content creation for insurance agencies and the importance of ensuring that the content being created is actually a business and not just for fun. (14:33) Aaron emphasizes the importance of building a brand through social media and the impact it can have on attracting potential customers, even if they may not immediately engage with content or make purchases. (17:25) Aaron discusses the value of effective sales scripts and the importance of not being too pushy. (

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Abby Wheeler, Co-Founder of Market Retrievers. Abby and Teresa talk about her company Market Retrievers and how they help agencies find their Marketing voice. Episode Highlights: Abby shares that her first job was with the state association for independent insurance agents, focusing on social media and SEO. (2:03) Abby explains that people are concerned with ROI, so it is important to have a digital footprint that is more than just a website. (7:06) Abby mentions that social media is essential for agency growth, it is also a credible source for other people to see that a company is doing something that works. (11:08) Abby discusses how she makes sure that the whole team is involved in social media. (15:00) Abby explains why men can be more resistant to change than women. (20:25) Abby shares how Market Retrievers brings together social media opportunities for virtual agencies or agencies that may not all sit in the same lo

In this episode of Agents Influence podcast, host Jason Cass is joined by Garrett Droege, Director of Innovation at IMA Financial Group, and Ruben Hassid, Founder of AI Chat.

In this episode, James talks with Dane Williams, Insurance Advisor at Shoemaker Insurance Solutions. To learn more about Shoemaker Insurance Solutions, visit https://www.shoemakerins.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: Dane shares his background and how he got into the insurance profession. (2:32) Dane mentions that Shoemaker Insurance has three divisions: commercial, personal lines, and group benefits which are part of the financial planning firm, which has been around for 35-40 years. (4:52) Dane explains that their financial planning clients make up about 35% of their personal lines book. (6:55) Dane shares what he learned when faced wit

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Billy Van Jura. "Billy Van Jura is an unabashed slayer/supporter of innovation, agency model advocate and is intolerable of weak stuff. He has multiple length sticks to poke into the Hornet's nest." Bill Van Jura founded Birchyard LLC and is one of the most prophetic and antagonistic voices in the independent insurance industry. He's also among the most thought-provoking people I've ever met, and I relish every time we chat. Don't miss this episode…  Episode Highlights: Billy and Ryan discuss content production quality. (4:42) Billy mentions that people should take the time to search for existing information before asking questions. (10:33) Ryan shares how COVID forced him to solve problems that he never had to solve before. (13:12) Ryan and Billy discuss Propeller Bonds and how it is a value add to the industry. (26:23) Billy mentions that he has met with basic insurance agents in New York who have been in business for 35 to 65

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Crystal Fox, Founder and Creator of Beauty Queen Insurance. Crystal is a new insurance producer who has decided to niche into the Beauty industry and has done a great job building her book and connecting with her clients. Episode Highlights: Crystal shares that her journey in the past year has been a whirlwind of growth and figuring out carrier services and state regulations and that permanent makeup is a bulk of their business, but it requires a lot of work due to different state regulations. (1:43) Crystal emphasizes the importance of meeting certain requirements such as completing 40 hours of training and five models to obtain insurance coverage for PMU services. (3:06) Crystal discusses how she manages the growth of her insurance business while creating standard operating procedures and emphasizing the importance of asking the right questions during initial customer communication. (13:53) Crystal explains the importance of

In this episode of Agents Influence podcast, host Jason Cass interviews Jon Spaugy, Founder of Agents Brokers United. Episode Highlights: Jon discusses the current state of the insurance industry in California. (3:06) Jon mentions that the biggest change in the insurance industry in the last 14 years has been in technology and the fact that agents no longer have to meet with clients face to face. (4:47) John explains that with the technology resources available in the insurance industry, insurance professionals can get to the personality traits and customer service work much quicker, leaving more time for the insurance agent to prospect. (8:10) Jon discusses what happened in the insurance industry when Proposition 103 was implemented, and how it connects to what is happening currently in the insurance industry in California. (12:34) Jon discusses the BIG Independent Group's Convention, including some of the speakers, and how the convention and tradeshow have grown from previous years. (14:37) Jon

In this episode, James talks with Meg McKeen, Founder of Adjunct Advisors. To learn more about Adjunct Advisors, visit https://www.adjunctadvisors.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: Meg discusses the importance of personal development and self-exploration, which led her to build a successful consulting career and helped her to create opportunities for others. (4:21) Meg shares how she struggled with being out of alignment in her traditional insurance job and how taking a year off to reevaluate and realign with her values led her to entrepreneurship. (8:05) Meg mentions the importance of energy alignment and cultural fit in hiring and leverag

Jason Cass is the Managing Partner of The Insurance Alliance, Founder of Agency Intelligence, and Managing Partner of Virtual Intelligence.  In this episode of The Ryan Hanley Show, Jason explains his newest project, IndieTech 2023 IndieTech 2023 is the first of its kind, Independent Agent Insurtech Conference. You do NOT want to miss this conversation... Episode Highlights: Ryan believes that valuing both the traditional and innovative aspects of the insurance industry is essential, but it's hard to find individuals who can excel in both.  (5:27) Jason mentions being caught between the analog generation and the digital generation. (8:20) Ryan discusses the importance of self-awareness in leadership and personal growth, and how understanding oneself, learning from mistakes, and not being too hard on oneself can positively impact professional development. (18:42) Jason shares that he is realizing the importance of time as he is getting older and has decided to cut unnecessary things and focus on del

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Kaleigh Kitchens, Sales Executive at Sterling Insurance Group. Kaleigh and Teresa have a series chronicling her first year in the insurance industry. She was licensed in Feb 2022 and she is at the halfway point of her State Auto Commercial Training Program. They discuss her struggles, the challenges of working with family, and the experience of being a remote producer in a virtual agency. Episode Highlights: Kaleigh shares the highlights of her first year in the insurance industry. (2:55) Kaleigh mentions that each generation handles relationships, especially business relationships, differently, and adapting that in her role has been interesting. (5:06) Kaleigh shares her strategy for handling everything she had to accomplish for her CLCS exam, as well as how she digests all of the information, knowledge, and particularly the insurance terminology. (8:28) Kaleigh believes that the Auto State program has significantly helped h

In this episode of Agents Influence podcast, host Jason Cass interviews, Lindsay Wallace, Marketing Coordinator at Independent Insurance Agents of North Carolina. Episode Highlights: Lindsay explains how she got into the insurance industry. (2:55) Lindsay mentions that it was eye-opening to see that companies are developing technologies specifically for independent insurance agents. (9:13) Lindsay believes that the most important aspect that IndieTech will take over is the relationship aspect since that is what differentiates independent agents from national companies. (11:36) Lindsay mentions that it will be really interesting to watch how the ChatGPT technology develops. (16:04) Lindsay explains that she finds marketing fascinating since it covers so many different aspects and there is a lot to learn about it. (18:06) Lindsay discusses her favorite three social sites and how she utilizes them. (20:04) Jason and Lindsay discuss the benefits of using AI over Google. (24:35) Lindsay mentions th

Many insurance agents do a poor job of clearly explaining to their prospects and clients about what the insurance program covers or excludes.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains how you can transition prospects into loyal, paying clients by being ultra-transparent and educational. Episode Highlights: Charles mentions that many insurance agencies do not have a formalized proposal. (2:05) Charles explains why you will lose clients and prospects if you confuse them. (4:47) Charles discusses a different way of meeting with prospects in order to win their business. (7:30) According to Charles, if you can explain how you'll be able to produce a better positive outcome, clients and prospects will be much more inclined to desire to do business with you. (12:58) Charles explains that you can win more clients by being more transparent and advocating for education. (15:36) Charles gives an example of how you could do a much better job of maki

In this episode, James talks with J.C. Wogomon, Owner and Founder of Catalyst Insurance Group. To learn more about Catalyst Insurance Group, visit https://www.catalystinsgrp.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: James shares how he and J.C. Wogomon met in Phoenix in April 2021. (2:03) J.C. explains that when he originally considered creating Catalyst Insurance Group, he had approximately a six-month runway, so the first thing he did was jump on as many podcasts as he could find. (3:00) J.C. discusses his beginnings and how he got into the insurance industry. (5:00) J.C. believes that the first two years of his insurance job were a learning pr