Agency Intelligence

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Tim Hardcastle. Tim Hardcastle is CEO and co-founder of INSTANDA, a digital insurance solution for the innovative insurance professional. This is one of my favorite conversations on this podcast in a long time… The INSTANDA platform enables carriers and MGAs to create, build and implement complex insurance products in weeks or months. Capitalize on opportunities and be first to market while lowering overall TCO. Seamlessly integrate with your ecosystem and technology environment.  Tim and Ryan dive deep into their entrepreneurial journeys as well. This is an episode you don't want to miss… Episode Highlights: Tim discusses what motivated him to launch INSTANDA. (3:35) Tim believes that a risk perspective is important in business and that every successful entrepreneur must have the belief, passion, and drive to do whatever it takes to get the business going. (8:12) Tim mentions that they launched INSTANDA in 2016 and that they are c

Asking for the signed Broker of Record Letter is hard enough, but what do you do if the prospect actually says no? Do you have a 'Plan B' or do you just rollover at that point and agree to blindly offer quotes? I would tell you that you need to stick to your guns, do not quote (yet), and utilize a 'Plan B' so the prospect will make a choice in your favor after they get a chance to test your Bugatti-like services. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht teaches not only what the 'Plan B' ought to be but he'll give you the exact script to use when creating your own personalized 'Plan B.' MOREOVER..... stay tuned at the end to hear about the "Broker of Record Letter BOOTCAMP" Charles is putting on 3/24/23. You won't want to miss this one! For more details on it this live BOR training, check out: brokerofrecordletter.com Episode Highlights: Charles explains that Plan A is to have a strategy prepared for getting the Broker of Record letter signed on the first meeting wi

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Jason Cass, Founder of Agency Intelligence. Jason and Teresa talk about technology and how agencies can embrace it for a smoother operating office. Episode Highlights: Jason shares his journey and how, over the last five to ten years, he has truly settled into who he is in the insurance world. (2:11) Jason believes that his 2015 book "Customer Service Is Just For Play" is still relevant today, except that the tools mentioned in the book now use technology. (5:11) Jason discusses how he came up with the concept for IndieTech 2023, where agents can come to find the technology that is right for their business. (8:30) Jason explains that with AI technology inside their browser, people don't need API’s, integrations, or to go from one program. (13:06) Teresa discusses why agents must be forward-thinking, particularly when it comes to technology that bridges the gap between speed and information availability. (14:58) Jason expla

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Dale Langehennig, CIC, the owner of Texas Preferred Insurance. Dale talks about his shift from working in a prison system to the insurance industry and shares advice on how to overcome obstacles in your agency. Episode Highlights: Dale shares his background and his present career. (16:02) How did Dale shift his career from working in the prison system to the insurance industry? (24:03) What does Dale’s agency look like today and how many employees does he have? (29:16) Dale mentions the main goal that he wanted for his agency. (29:25) Dale shares where his second office is located. (29:39) What was the main change that Dale made? (32:37) Dale shares the most significant leading factor in his agency. (38:22) Dale mentions a piece of good advice from Michael Hyatt. (40:23) Dale shares why he wanted to get to a salesforce-based platform. (46:59) Dale mentions Michael Hyatt’s book entitled, Your Best Year Ever: A 5-

In Part 2 of this two-part episode, James talks with Aaron Farmer, Principal of Top Dog Pet Health Insurance, and President of California Flood Insurance. To learn more about California Flood Insurance, visit https://californiafloodinsurance.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: Aaron discusses how his agency initially planned to get homeowners insurance and how they ended up with a private flood program. (4:09) Aaron explains what a syndicate is and how Lloyds works. (10:45) James mentions that one of these days he'll find someone high up at Lloyds willing to go on a podcast episode. (13:07) Aaron explains that the broker's duty is to consta

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Josip Rupena. Josip Rupena is the founder and CEO of Milo. Milo is reimagining how global and crypto consumers access credit and financial services in a borderless world. They have built the first digital home lending solution to buy U.S. real estate or cash out their equity. This is an incredible conversation you don't want to miss... Episode Highlights: Josip shares about his background in financial services and asset management and what led him to start Milo. (5:57) Josip mentions that he hopes that the current market, in which mortgage volumes are decreasing due to high rates and a lack of inventory, inspires agencies to become more innovative, including discovering other means of insuring income and other factors. (8:18) Josip explains that they've done over $130 million in mortgages and haven't had a single person who hasn't made payments. (13:36) Josip shares what a crypto mortgage is and how it works. (17:29) Josip discus

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Jessica Klatt, Founder of Be Industries. They talk about how she helps business owners to find the right applicants to hire and she even goes one step further by helping to build a more effective team. Episode Highlights: Jessica shares how her career started and what led her to start her own company. (1:59) Jessica discusses how AcuMax differs from other tools and how Be Industries helps businesses build better teams. (5:28) Jessica explains that one of the most difficult challenges that company owners or hiring managers face in order to be successful is leadership. (13:56) Teresa discusses how to be a better leader while working with your team. (21:51) Teresa discusses how important it is to make sure your team enjoys working together and how each person works with the others to be able to work in their own love language. (24:47) Jessica expresses her desire for everyone in the world to be able to have the level of self

In this episode of Agency Intelligence podcast, host Jason Cass interviews Elijah Goodman, Producer at Goodman Family Insurance. Episode Highlights: Elijah discusses Goodman Family Insurance and how he gets leads by posting videos and other content on TikTok and social media. (3:46) Elijah explains how he came up with the concept for his first TikTok video, which is about cold calling. (5:57) Elijah recommends those who wish to post on TikTok or Instagram to include a quote sheet or an intake form in each video so that viewers can contact them for a quote since you never know which video could go viral. (10:11) Elijah mentions the need for making the video interesting from the start in order to attract people's attention. (12:12) Elijah explains why it is important to ride the wave of a video that goes viral. (14:41) Elijah mentions that you should not be too concerned with how a video performs, some will perform well and others will not. (17:24) Elijah explains how gaining more leads from his v

In Part 1 of this two-part episode, James talks with Aaron Farmer, Principal of Top Dog Pet Health Insurance, and President of California Flood Insurance. To learn more about California Flood Insurance, visit https://californiafloodinsurance.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: Aaron discusses how he got his start in the insurance industry and shares that he has a soft spot in his heart for farmers. (5:10) James discusses the benefits of an independent agency vs a captive agency. (8:08) Aaron shares that he had a bit of an advantage that most people don't have, and that is that he had gotten into the private flood game and used private flood to

This podcast episode is a live recording of my keynote presentation at the One City World Tour event by Bradley Flowers and Scott Howell of Insurance Guys Podcast and the team over at Glovebox. In this keynote, we detail, with stories, the concept behind "How to Close 89% of Inbound Leads". You do not want to miss this... Resources Mentioned: Reach out to Ryan Hanley Rogue Risk Finding Peak One City World Tour

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Vira Egli, an insurance industry advocate. They discuss how to intentionally structure the agency for success. Episode Highlights: Vira believes that what is missing in some agencies is that people do not bring the same level of excitement that they have in other aspects of their life to the thing that puts food on the table. (3:27) Vira discusses the significance of having your own voice on social media. (6:22) Vira mentions that she and her husband have a company that focuses on ensuring that entrepreneurs put themselves into their businesses. (9:14) According to Vira, if your business cannot run without you, your procedures have not yet been solidified, and your staff has not been given the freedom to function. (19:07) Vira explains that having a sales process helps generate new leads as well as get the cancellations list back on the books. (22:32) Vira shares how she reacts when individuals come back to her and say, "I

In this episode of The MVP Podcast, Mitch Gibson sits down with the President of Inspire a Nation Business, Mentor, and Keynote Speaker, Dr. Billy Williams to discuss some of the best practices for Processes, Technology, and Efficiency that young agents should be following! If you don't take at least 3 pages of notes during this episode, then you have no drive to be better! Go out and take action! Episode Highlights: Dr. Billy Williams expresses his gratitude for the opportunity to share information, expertise, and wisdom with the insurance industry, which has done so much for him and his family. (1:59) Dr. Billy Williams gives his responses to Mitch's five rapid questions. (2:50) Dr. Billy Williams explains that the first thing a new agent must do when they first start out is experience the customer journey. (7:35) Dr. Billy Williams mentions the importance of video proposals as they allow for better, more accurate, and faster communication. (9:48) Dr. Billy Williams shares that most of their vide

At a local Mastermind meeting we had recently, it was called Falling in Love with Inbound Leads, An Insurance Valentine's Day Proposal of Lust. Ryan, for about the next 20 to 30 minutes, lays out exactly how he processes 3 to 400 leads a month. And when I say that, he lays it down step by step. I encourage you to listen to this and by the end of it, you're gonna want to send it to other people in your staff and your team, specifically those who are dealing with inbound leads. It is a jewel. This is an hour-long meeting, but we're just giving you the juice, the meat, the succulent flavor. Enjoy!

Most of your competitors out there are throwing mud against the wall to see what sticks. They slap together a "bare bones submission" and blanket the marketplace. Those agents do not experience great results and they tend to have smaller Books of Business. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains how (and why) to win more clients by overcoming mediocrity and being the more professional insurance advisor, compared to your competition.  Episode Highlights: Charles tells the story of how he first got into the insurance business. (5:02) Charles discusses the concept of the inferior submission. (7:03) Charles explains the importance of having the entire process written before meeting with a prospect or current client. (11:15) Charles explains why blocking the market is not in the best interest of insurance. (13:20)  Charles believes that to be better than a “block the markets” broker, brokers must be able to explain to the insured why they are

In this episode, James talks with John Loeber, and Shea McNamara from Limit. To learn more about Limit, visit https://www.limit.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: John explains that Limit is a digital wholesale insurance brokerage that innovates to bring retail brokers and independent agents insurance coverage quicker, smarter, and cheaper. (3:02) Shea mentions that their team is made up of proper tech masters from the big tech shops of the world who know how to code, develop, and build, and also world-class insurance professionals who have been in the industry for 15 to 20 years. (4:24) Shea discusses the responsibilities and backgrounds of

In this episode of The MVP Podcast, Mitch Gibson sits down with Certified Financial Planner, Erik Garcia to discuss how important it is to have a strong financial vision and plan in place. Erik also breaks down the repercussions you could face by not implementing a financial vision/plan. If you are young and new to the industry, don't wait to create your vision and plan. It will pay off for you in the long run Do you hate budgeting? Don't know how to budget? Stressed out financially? Don't have a vision in place? Erik has made it easy to get started with your financial vision and plan for the future. For MVP Podcast Listeners, you can sign up for Erik's "Budgeting Made Easy" Course by using Promo Code: "mvp23" to receive $25 off the course. Click here: https://www.plan-wisely.com/budget/ Use code: "mvp23" at checkout Price when using promo code: $55.00 Episode Highlights: Erik discusses the difference between a plan and a vision. (4:50)  Erik explains that it is important to have a clear vision of wher

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Brittany Miranda, Marketing and Commercial Insurance Agent at All Nevada Insurance - Arbeli Agency. They talk about how she has only been in the industry for three years but she has become an invaluable member of The Arbeli Group and how she serves other agencies along the same path. Episode Highlights: Brittany discusses her experiences before entering the insurance industry and what led her to The Arbeli Group. (1:27) Brittany mentions that she likes marketing but didn't realize how much she loves it until she got into insurance. (5:23) Brittany explains how the Monday.com project management software has changed her job and the way she interacts with clients. (8:50) Brittany discusses how using Monday.com helped her clients settle in and helps the agency owner keep track of what their team is doing. (12:55) Brittany mentions that as a member of the sales team, the biggest way a project management software has benefited her

In this episode of Agency Intelligence podcast, host Jason Cass interviews Michelle Mosher, Founder, and CEO at Southshore Insurance Professionals, LLC, and Michele Horwitz, Agency Owner of Bay Area Insurance Shop, Inc. Michelle and Michele talk about their approach to business and niche in the insurance industry. Episode Highlights: What has attributed to Michele and Michelle’s success, skill or luck? (7:28) Michelle and Michele share their career background. (10:31) Michelle mentions one of her goals when she opened her agency. (16:50) What’s the main niche of Michele’s agency? (20:37) Do Michele and Michelle agree that the amount of competition is based on the number of prospects? (24:40) Michelle mentions her biggest challenge, at present. (30:22) What’s something that’s been significantly helpful to Michelle when doing business? (33:26) Michelle and Michele give a piece of advice to the loyal listeners. (40:45) Key Quotes: “I think that insurance is still such a relationship business,

Yes, indeed, how you represent your prospects to the marketplace will either make you a winner or guarantee your failure. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht demonstrates how you can construct a new business or renewal submission to your carriers that will not only cause the underwriters to want to quote your submission but will encourage them to give you a better quote! Episode Highlights: Charles discusses how important it is to present the insured to the marketplace. (3:02) Charles explains the two things that a business owner may do to ensure success. (4:59) Charles shares a story about when he was still figuring out his consulting practice. (5:59) Charles discusses the responses he received from his LinkedIn question for underwriters. (9:05) Charles explains the significance of a superior submission. (25:54) Charles believes that a good submission will get you more broker record letters if you can demonstrate to the prospect that you w

In this episode, James talks with Shefi Ben-Hutta, Founder of Coverager. To learn more about Coverager, visit https://coverager.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: Shefi shares her background story and experience in the insurance industry. (3:32) Shefi discusses her experiences as an insurance professional in Israel. (5:58) Sheffi explains how Israel's insurance industry deals with terrorism and why she migrated to America. (16:26) Shefi mentions that working for a startup company that sold technology software to independent agents brought her to the United States. (20:07) Shefi discusses how she made the choice to leave the carrier side