Agency Intelligence

In the first episode of Book 5 of the Explain This Book To Me Podcast, Josh Lipstone begins his discussion with the co-author of the book Best Version Possible, Brent Kelly. They discuss chapters 1-4 of BVP and learn about how much money an agency owner can leave on the table when they go to sell, the seven deadly traps to avoid, how to gain clarity as an agency owner, and becoming your best version possible. To purchase the book please visit this link, Sitkins Book, and to watch the documentary about the book please visit this link, Sitkins VIP. Episode Highlights: Brent shares that he likes both books and e-books, and his favorite book is 15 Invaluable Laws of Growth by John Maxwell. (2:20) Brent shares that both nature and nurture made him the person he is today. (3:30) Brent explains the quote at the beginning of his book and what it meant to him. (5:03) Brent shares the tale of two owners and the path that each chose. (7:20) Brent shares a reference to a chapter he wrote in the book regarding

If you aren't giving your customer service team a quantifiable measure of their performance, you could be in danger of extending trust without clarity. In this episode of the Age of Indiependence podcast, hosted by Katlyn Eggar, find out which Top 5 indicators you can score to drive client success. Episode Highlights: Katlyn shares the first mistake that makes your customer service department vulnerable. (0:34) Katlyn explains why accountability is all about visibility because without seeing the right data, customers can feel unsatisfied. (05:51) Katlyn mentions that we should write down the when, why, and how many. (8:08) Katlyn shares why not scoring for performance on your customer service team could also make your agency vulnerable. (11:11) Katlyn shares five targets that touch on what you don't want to miss for your agency scoreboard. (14:03) Katlyn suggests that not giving your team members a score or a quantifiable measure of their performance, could lead to the danger of extending trust wi

Do you lack the Motivation to prospect for new business? Most insurance agents say they have a difficult time maintaining Motivation. However, I think the real culprit is something different and that it's because producers lack Confidence that they, therefore, lack the Motivation to prospect. But -- if the truth is known -- our host Charles Specht feels that something else is the real reason you lack Confidence and therefore lack Motivation and therefore lack results. And, in this episode, he'll explain what it is and how you can get it! Episode Highlights: Charles asks the question of which comes first, is it the motivation or is it the confidence? (1:28) Charles shares that he wants people in the industry to have both motivation and confidence. (4:01) Charles shares that you need to have a lifetime goal and a destination so that plans can be made to make it to that destination. (8:29) Charles mentions that Confidence comes from the plan, and motivation is the fruit. (11:20) Charles shares that whe

In this episode of the Digital Insurance Pint Podcast, an innocent question like "What keeps you up at night?" leads to a lively discussion about the process of going paperless and other innovations in the broker space. Host Tom Reid asks the questions (most of them anyway), and digital brokers Adam Mitchell, Jeff Roy and Steve Earle bring the insights. But seriously, what's the drum kit doing in the background? Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode of Agency Freedom Podcast, James talks with Miles Merwin, Agency Principal of Advisors Insurance Agency in Greenville, SC and founder of the Producers to Principals coaching program.  Episode Highlights: Miles mentions the first time he met James and shares a little bit about his background. (9:05) Miles discusses a few of his hobbies, including musical instruments, kayaks, classic cars, and golf. (11:33) Miles shares why he always retrains himself to stay focused on the things that created success in the first place. (16:22) Miles explains that working with and helping agency owners excites him and is what led to the creation of his Producers to Principals coaching program.  Miles discusses how he figures out how to attract top talent and retain top talent in his insurance agency. (22:20) Miles explains something that he learned from the 80/20 principle and how he was able to apply the principle. (30:00) Miles shares his insights about flashy stuff and tech decks that are out the

In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht teaches you exactly what you should say, and ask your prospect during your first meeting and -- specifically -- why you should ask for the signed BOR. Doing so tells you absolutely everything you need to know about your position in the process as well as how strong of a position the incumbent agent has with the insured. Episode Highlights: Charles explains why it’s better to ask for business during the first appointment. (2:33) Charles mentions one of the nice things about being a micro-niche. (3:42) Charles shares what you should find out from your prospect during the first meeting. (5:31) Charles mentions the type of questions you should be asking your prospect. (7:50) Charles shares one of the ways he shows a lot of value to his clients. (9:25) Why should you ask for the broker of record letter during the first appointment? (13:19) Charles mentions what happens when you ask for the broker of record le

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Meg McKeen, Founder of Adjunct Advisors. Meg and Teresa talk about how the insurance industry is changing with virtual work environments and how the culture of growth and significance is creating a more impactful industry for the future. Episode Highlights: Meg shares how she was introduced to the insurance industry and what led her to become a coach for women in insurance. (2:15) Meg explains that women have a specific space, role, and voice in the insurance industry. (5:46) Meg shares her insights on what she is seeing in the industry right now. (10:31) Meg discusses the types of environment she is seeing that people are looking for which is different than they did before. (14:23) Meg shares that you have to know how you are wired and you have to know yourself. (23:26) Meg explains her lifestyle, and shares more about the digital nomad lifestyle. (28:10) Meg elaborates on the changes and the impact of being a digital n

In this episode of Agency Intelligence podcast, host Jason Cass interviews Doug Benz, President of New Buffalo Insurance Agency. Doug talks about his agency and shares strategies on picking up middle market accounts to grow your agency.  Episode Highlights: Doug shares he is an iPhone user and the last app he downloaded. (3:29) Doug tells us that he loves to win more than he hates to lose. (5:08)  Doug shares that he believes in a mix of both skill and luck. (5:27) Doug shares his background story and how he got to where he is today. (6:02) Doug shares what his agency makeup looks like. (9:09)  Doug explains that he is the one that deals with large accounts in his company. (15:08)  Doug shares that it is always hard to find the right producer. (17:45)  Doug explains that when you own an agency, there is a lot of stuff coming at you all the time. (23:39) Doug shares about competitors in the industry. (27:52)   Doug shares his thoughts about his kids taking over the business in the future. (33:18

In episode 0 of Book 5 of the Explain This Book To Me Podcast, Josh Lipstone provides the roadmap for the Best Version Possible book written by co-authors Brent Kelly & Roger Sitkins of the Sitkins Group. Josh provides a 50,000-foot view for each chapter and what the Loyal Readers can expect from the next three episodes. To purchase the book please visit this link, Sitkins Book, and to watch the documentary about the book please visit this link, Sitkins VIP.

Most insurance agents fail at selling insurance because they started on the wrong foot. They never achieved traction and so they failed. What I've found is that many agents lack traction because they don't know what they're selling or to whom they're selling. They are "generalists" and they achieve mediocrity every single day. If you want to become more successful at selling insurance, figure out who your ideal prospect is (with absolute clarity) and prospect with diligence. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you how to do exactly that. Episode Highlights: Charles shares that articulating or defining your ideal client is the foundation of prospecting. (1:59) Charles explains that if your message is that of the one you were focused on, it will tilt up towards the client you are messaging. (6:22) Charles defines every agent as being very unique in every way in your own agency. (10:19) Charles shares his experience with a shooting gun and how it

In this episode of the Digital Insurance Pint Podcast, Tom Reid, Steve Earle, Jeff Roy, and Adam Mitchell answer the question, "Who will win in a digital world?", meaning will brokers be able to take back market share from direct writers?  Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode of Agency Freedom Podcast, James talks with Scott Elliott, former City Councilman of McKinney, Texas, and the Executive Director of One Heart McKinney. OHM is a non-profit organization designed to coordinate and direct traffic for a variety of services to the community. Learn more at https://www.oneheartmckinney.com/ Learn more about the Save A Suit organization, championed by Rob Bowen, Chris Paradiso, and others at: https://www.saveasuit.org/get-involved/ --- Visit our website to join our email list, sign up to be a potential guest on the show, 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@riskwell.com with ideas, questions, complaints or your favorite grilling recipe.

In this episode of Power Women In Insurance, Teresa Kitchens gives 5 tips for better productivity and time management because her main goal in 2022 is to be more present for those around her. Episode Highlights: Teresa discusses the juggling act of being a woman and mother in business. (1:15) Teresa shares that to be productive, you have to know your time management. (3:20) Teresa shares the first tool to be used for productivity, which is Calendly. (4:25) Teresa explains the benefits of time Blocking in time management and productivity. (10:17) Teresa shares the importance of separating out emails to be more productive and organized. (14:16) Teresa explains that being present and intentional with your business, team, and clients is very important. (18:07) Teresa shares that maximizing the use of your calendar is also important to be productive. (21:07) Teresa explains that if you are not working out and do not do self-care, you will feel less energized. (22:57) Key Quotes: "As women, we w

In this episode of The MVP Podcast, Mitch Gibson interviews Joe Kampert, Agency Owner of Redwood Insurance Group in Austin, Texas to discuss what being a young agency owner is all about. Joe has built an agency around his passion for helping others. Throughout the show, Joe drops A LOT of helpful tips that will help you establish your foundation in this great industry. Episode Highlights: Joe shares some takeaways that helped him prepare for what he is doing for his agency today. (3:59) Joe talks about the importance of creating your house of dreams. (11:51)  Joe shares that exercising patience and perseverance is key to pursuing success. (17:54)  Joe offers his insights on leaving an legacy and doing it by yourself. (20:30) Joe talks about his employees’ routine schedule. (26:31) Joe shares some of the things people should be posting on community groups. (34:53) Joe explains that you don't have to impact the entire world, as long as you have impacted a person, it should be enough. (53:21) Joe t

Many people wanted to know, so it seemed only fitting that we invite Sydney Roe onto Agents Influence podcast and find out why she left B Atomic to join #thebigorange. It shocked many people, but after you listen to this podcast you will see this is nothing but good for her and great for our industry with a big win for Vertafore!

In this episode, Troy & Monica chat with Jason Cass about their new VA Companies and how they are bringing new alternatives to the insurance industry. Also, they share a few nuggets on how to improve your operations and succeed by implementing automation, technology, and training.

In this episode of the Digital Insurance Pint Podcast, Tom Reid, Steve Earle, Jeff Roy, and Adam Mitchell share their take on the current state of the broker channel, and more specifically where acquisitions are headed in the context of the pandemic.  Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this solo episode of Agency Freedom Podcast, James talks about five distractions that have to be identified and overcome in your agency. --- Visit our website to join our email list, sign up to be a potential guest on the show 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@riskwell.com with ideas, questions, complaints or your favorite grilling recipe.

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Ciara Gravier Founder & CEO of The Bunker Insurance & Risk Management. Teresa and Ciara discuss commercial insurance, how being a woman is challenging, and how to niche down. Episode Highlights: Ciara shares her background story and how she got to where she is today. (1:15) Ciara explains how her business has been affected by COVID. (3:54) Ciara shares what they learned from their experiences during COVID. (9:01) Ciara explains the sales process training and what it helps you with. (15:46) Ciara shares that she is not afraid to tell the truth when she does not know the answer to something. (25:50) Ciara shares her advice for people that are starting and wanting to nail their process. (33:34) Ciara talks about the importance of doing business with the people that you want to. (39:01) Ciara shares a couple of things to consider before deciding to let go of a client. (41:43) Ciara explains that everything is a learning

In this episode of Agents Influence podcast, host Jason Cass interviews Jeff Hogue, Director of Insurance, Agent Sales at QuoteWizard. Jeff tells us what QuoteWizard is all about and how they are helping agents capture the growing market of online insurance shoppers.  Episode Highlights: Jeff shares that he is an iPhone user and that the last app that he downloaded was a sports application. (10:57) Jeff mentions that he loves to win. (12:30) Jeff talks about his family and where he gets his sales skills from. (12:41) Jeff believes that a bigger part of where he is now is because of luck. (13:21) Jeff shares more about his story and how he ended up at QuoteWizard. (13:49) Jeff talks about why LendingTree and QuoteWizard make such great partners. (18:32) Jeff explains what he thinks is the difference between QuoteWizard and other companies that offer similar services. (20:00) Jeff shares some of the really cool features that QuoteWizard provides. (23:49) Jeff explains to Jason what their live