Agency Intelligence

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Tanner Hackett, CEO, and founder of Counterpart, a management liability InsurTech reinventing the Commercial Insurance industry using the most robust data sets and cutting-edge technology, with the support and guidance of some of the most respected insurance, investment, and brokerage institutions in the world. This is an absolutely tremendous conversation you don't want to miss... Episode Highlights: Tanner discusses his journey in the insurance industry, beginning with his entrepreneurial tech background. (7:16) Tanner mentions that Counterpart is committed to assisting individuals in growing and understanding their exposures. (15:13) Tanner discusses how Counterpart differs from the other 10 markets that can provide a competitive service. (17:50) Tanner explains why he decided to go from wholesale to retail. (19:17) Tanner discusses why he calls his team risk engineers rather than underwriters and what the difference is. (23:05) T

In this episode of Agency Intelligence podcast, host Jason Cass interviews Kelsie Hoehne Manager of Quality Assurance and Agency Training at TRICOR Insurance. Kelsie talks about the importance of building and maintaining a culture of learning within your agency. Episode Highlights: Kelsie introduces herself and shares her background. (2:02) Kelsie discusses the TRICOR learning management system as well as its importance in creating and delivering consistent content that allows for transparency. (6:05) Kelsie shares that the reason they are not leaning towards virtual employees is that they are currently focused on maintaining and managing internal hires. (8:21) Kelsie mentions the importance of having a clear trajectory in order to understand and provide immediate value toward your goal. (12:51) Kelsie explains that failure should be treated as a learning opportunity to build culture and psychological safety for those new to the industry. (14:43) Kelsie shares that one of the things they are worki

In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains the two main reasons why writing small accounts is a terrible strategy for an insurance agent and why THINKING BIGGER and writing larger accounts makes everyone happier. "Small Thinking" is a plague that may allow you to pay your monthly electric bill but it will never allow you to build wealth. Episode Highlights: Why is thinking small, a major problem? (2:55) How does Charles' approach to work differ from that of 20 years ago? (5:30) Charles explains how to compensate for inexperience, as a young agent. (6:56) Is there a difference in process when prospecting large accounts versus smaller ones? (8:14) What happens when you’re successful at writing small accounts? (9:37) Charles details a conversation he recently had with the service team. (13:00) What should your target goal be, as a starting point? (13:02) Charles shares his message for agency principals. (14:44) Key Quotes: “You have t

In this episode, James talks with Jason Kilgo, the founder of KilGO Insurance.  To learn more about KilGO Insurance, visit https://kilgoinsurance.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: Jason shares his background and how he started KilGO Insurance. (3:33) Jason shares that he doesn't regret anything because all the jumps he's made have made him a better agency owner. (5:53) Jason mentions that Geico does extremely well when it comes to the training processes for coaches and supervisors and he tries to replicate that in his agency. (6:17) Jason discusses the difference between selling on price versus selling on value. (10:19) Jason mentions

In this episode of Agency Intelligence podcast, host Jason Cass invites you to IndieTech 2023, the first conference of its kind for independent insurance agents and brokers. Episode Highlights: Jason shares that InsureTech Connect was created in 2017 to expose the insurance industry to the use of technology but did not include the independent insurance agent. (4:20) Jason discusses that what he saw in InsureTech Connect is what is going to happen in the insurance industry in 5 to 10 years. (6:13)  Jason explains the difference between technology for the independent insurance agent and technology for a vendor. (10:33) Jason explains why 2023 is going to the year for IndieTech, which will be for independent insurance agents and brokers so that they can unleash their independence. (12:17) Jason elaborates on what will happen on the first day of IndieTech, which will include keynotes as well as the tech show. (14:22) Jason shares that IndieTech will be all about showcasing talents and proving that we a

In this special episode of Agency Intelligence podcast, Jason Cass and Travis Etheridge are guests at the Insurance Hacks webinar where they chat with Brad Ruben, of Archway Computer, about how Virtual Employees (VE's) are changing the game when it comes to handling unlicensed tasks in your agency. Episode Highlights: Brad shares his background, what Archway Computer does for independent insurance companies, and the Insurance Hacks webinar's goal. (1:11) Jason Cass and Travis Etheridge discuss how they got into the insurance industry. (5:40) Jason explains why they decided to form a Virtual Employee (VE) firm and how they plan to influence the independent agent's thinking in the future. (8:00) Jason explains why he is prepared to pay more and treat his company’s VE’s better. (10:32) Jason and Travis talk about how fantastic their company's VE relationship and culture are. (14:05) Jason discusses what made him realize that he didn’t need licensed employees doing unlicensed tasks. (19:38) Jason me

In this episode, James talks with Davie Holt, National Sales Practice Leader of Imperial PFS.  To learn more about Imperial PFS, visit https://www.ipfs.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: Davie shares a bit about his background and what led him to IPFS. (5:30) Davie mentions that the goal for agents is to get to a point where the outbound effort turns to inbound. (10:46) Davie explains that he didn't realize how great IPFS was until he became a part of it. (16:35) Davie shares the elements that make IPFS feel like a family business. (18:18) Davie explains that great leadership is your internal people who work for you and your clients tha

In this episode of The Ryan Hanley Show, Jackson and Jamieson Fregeau, Co-founders of Quandri.io, join the podcast for a deep dive into digital workers (aka Bots). Digital workers make automating the repetitive work of insurance easy, so your people can focus on what’s important. This is an episode you don't want to miss…

In this episode of The MVP Podcast, Mitch Gibson sits down with Jake Jines from The Insurance Alliance to bring you the sales tip of the month.  This will be the start of monthly episodes with Jake as we dive into many different producer sales tips ranging from cold calling, to prospecting, to quoting, to building relationships and we even might show you how to create effective sales proposals. Episode Highlights: Jake shares that he always follows up on a cold call to get the appointment, and he sends a follow-up loom video so the client knows who they are speaking with. (3:14) Jake mentions that in cold calling, you have to be able to pick up on people's tone to be able to determine if it's a possible opportunity. (4:32) Jake explains that he makes a 30-second video with the information and offers assistance so that clients can see that he is genuine based on his facial expressions. (5:50) Jakes shares how his short video convinced a client who was hesitant with the initial quote to meet with him.

In this episode of Agency Intelligence podcast, host Jason Cass interviews Brett Young, CEO & Co-Founder of Erb and Young. Brett talks about the importance of teaching young agents the fundamentals of insurance and discusses how to notice patterns and use them to predict what comes next.  Episode Highlights: Brett explains that the fundamentals are very important for agents and the good news is that the basics are all the same. (4:25) Brett explains that to think that we understand sales and think we're done is misguided as mastery is a lifelong process. (9:16)   Brett mentions that life and people are a series of patterns and the more we study the patterns, the more we are able to be successful in our business. (14:36) Brett shares about Erb and Young, how it started, and what is coming up next for the agency. (15:42) Brett discusses how they were able to build a great team and the things they have to put into consideration to build a big agency. (18:23) Brett explains that as far as a hierarchy i

In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains the five key areas you need to implement the "Power of 1" in order to build your Book of Business to $1,000,000 or more. Staying focused on one path of success is difficult for most producers, but getting better at it is what separates the pro's from the amateurs.  Episode Highlights: Charles explains the power and importance of following through. (3:30) What does Charles look for when predicting a new agent’s success or failure? (4:58) Charles details his first piece of advice: have one mission. (6:55) Charles shares a story from college to illustrate his second piece of advice. (12:16) What should your only goal be at the end of your first appointment with a client? (15:29 ) What’s something that takes time and makes it more difficult to win? (19:12) Charles shares his third piece of advice: how to approach micro niching. (21:22) Charles explains his fourth piece of advice: one policy expert

In this episode, James talks with Mike Stromsoe, Founder and Lead Coach of The Unstoppable Profit Producers. To learn more about The Unstoppable Profit Producers, visit https://unstoppableprofitproducer.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 shares his background story and what led him to create The Unstoppable Profit Producers. (3:45) Mike discusses the need for leadership, leadership training, and other types of training in independent insurance agencies. (6:41) Mike mentions that if somebody is interested in investing in strong leadership skills, he could recommend the Hero's Journey Leadership Program, which he believes is a game change

In this episode of The Ryan Hanley Show, Ryan Hanley is joined by Chris Cline, executive director of ACT, the Agents Council for Technology, for a conversation on the overcomplication of insurance. They explain why hard times demand a determined focus on simple, repeatable tasks that produce results. Don't miss this episode… Episode Highlights: Ryan shares that he is relaunching his newsletter, Finding Peak, which is focused on becoming the best version of yourself that you could possibly be. (2:17) Chris mentions that everything in the world is now on a single device, and it's not so much about being on the phone as it is about what is done there. (13:39) Ryan explains how Antifragile by Nicolas Nassim Taleb made him think about how he positions himself in the world, the skills he wants to acquire, and how he wants to set up his business and career so he can sustain himself personally and professionally. (21:15) Chris talks about the evolutionary way the brain works and how that impacts all aspects o

In this episode of Agency Intelligence podcast, host Jason Cass discusses how he got involved in the Virtual Employee industry with Virtual Intelligence, how VE’s help the insurance industry in particular, and how to know that you are getting the right VE’s. Episode Highlights: Jason explains that a VA is a Virtual Assistant and VE is a Virtual Employee and mentions the key difference between them. (3:08) Jason shares how what the agricultural business went through in the past is similar to what is happening in the industry today. (4:40) Jason mentions two things people should think about when it comes to their agency and process, which are licensed and unlicensed tasks. (9:20) Jason shares about some of the great virtual companies that are available like Cover Desk, Savvital, and Lava Automation. (13:19) Jason shares what led him and his business partner, Travis Etheridge, to start Virtual Intelligence. (16:31) Jason explains that it is the people, process, and protection that are the key compone

In this episode, James talks with Abe Gibson, Co Founder of Cover Your SaaS. To learn more about Cover Your SaaS, visit https://coveryoursaas.io/. 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: Abe shares the story of how Cover Your SaaS got started. (3:55) Abe explains that they are leading in cyber because they sell the cyber risk report and also build trust by providing a complete package of what the client needs. (7:46) Abe shares how he was able to choose David, Ciara, and Chris to partner with him. (11:18) Abe mentions that they will be launching their own podcast soon, on which they will interview SaaS founders and CEOs. (20:17) Abe explains that t

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Elisa Stampf, Co-Founder and CEO of Insure Equality. Elisa talks about diversity and how to be an agent of change for the industry. Episode Highlights: Elisa explains the importance of talking about insurance, not just as applies in the industry, but how it faces outward. (3:59) Elisa discusses what Phoenix is and how it interacts with Insure Equality, and how it is aligned with the company's mission. (6:29) Elisa shares that they have created seven components of culture that can measure how it feels to be in a workplace. (9:51) Elisa mentions that people matter and employees need to know that the company they work for cares for them and for the community that they are living in. (13:43) Elisa explains that the population within the insurance industry does not mirror or reflect the leadership, and one of the reasons is fear of admitting mistakes. (19:54) Elisa explains that from the leadership and congressional perspective

In this episode of Agents Influence podcast, host Jason Cass interviews Ryan Mathisen, Co-Founder, and CEO of Glovebox. Ryan shares the innovative solutions that Glovebox is working on that will make insurance processes easier and more reliable for agents and agency owners. Episode Highlights: Jason mentions that his 2015 book discussed the potential of a platform for providing a superior customer experience, which is very similar to what GloveBox is currently developing right now. (2:34) Ryan discusses that the root of most of the problems for agents is data paths and that when you have a system that can accommodate that up and downstream data flow, you can start plugging in workflow components that you use. (6:05) Ryan explains that GloveBox wants to work with the carriers who understand the opportunity that exists when the door is opened for that up and downstream data pass. (7:45) Ryan shares that many agents have so much gold in their current book of business, that they don't need to go get more

In this episode, James talks with Jacob Neighbors, President of The Simmons Insurance Group. To learn more about The Simmons Insurance Group, visit https://www.simmons-insurance.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: Jacob shares his backstory and what he is doing now at The Simmons Insurance Group. (2:31) Jacob talks about his relationships with his father-in-law and how he and his brother-in-law came to take over the family business. (6:32) Jacob explains that it took them several approaches, including organic production, partner networks, and agency acquisitions, to grow the business from $3 million to $10 million. (10:47) Jacob believes th

On April 28th, the first day of BrainShare 2022, the sessions were lead off by The Black Swan Group. Troy, an ex-hostage negotiator tells a story of how he saved a little girl with a gun pointed to her head. 

In this special episode, James talks with Matt Sutika, Chief Insurance Officer at Obie Insurance. As a listener to AFP, you get priority access to an appointment with Obie for your office. There are no production requirements to maintain a relationship with Obie. CLICK HERE TO REQUEST AN APPOINTMENT WITH OBIE: https://www.riskwell.com/obie-interest -- 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.