Agency Intelligence

In this episode of the Digital Insurance Pint Podcast, Tom Reid, Steve Earle, Jeff Roy, and Adam Mitchell discuss what is the new normal of being an insurance broker in the digital age, what it will take to win market share going forward and most importantly, what they’re drinking.  Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode of Agents Influence podcast, host Jason Cass interviews Billy Van Jura, Owner of Birchyard. Billy shares his thoughts on how independent agents should understand their value when it comes to InsurTech and their customers and data.  Episode Highlights: Billy tell us about his notes that are now available on Gumroad. (6:04) Billy explains that independent insurance agents are distributing a product for companies that don’t have another way to distribute them. (12:02) Billy talks about an app called ViewSpection and its benefits and uses for insurance companies. (15:21) Billy explains that insurance companies are paying InsurTech firms and lead providers money they don't need to pay them. (19:03) Billy thinks that if you had five options for a customer, you're probably all set. (21:43) Billy talks us through the idea of independent insurance agents operating as the MGA. (25:46) Billy tells us that he went straight to being independent and it was not easy. (32:04) Billy shares that

In this episode of Agency Freedom Podcast, James talks with Grant Botma, the Founder and CEO of Stewardship and the author of Work-Life Harmony, available now on Amazon. You can buy his book, and check out all of the useful links to the variety of resources from Grant here: https://www.liinks.co/grantbotma --- 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.

This is a special multi-guest episode of The Ryan Hanley Show with a "Who's Who" lineup of technology power players including Steve Anderson, CEO of Catalyit, Peter MacDonald, Co-Founder & CEO of Wunderite, and Andrew Wynn, Co-Founder & CEO of Ascend. We get after all things independent insurance agents and technology. You don't want to miss this episode... Episode Highlights: Peter explains how they came up with the idea of talking about the future of insurance technology. (7:44) Steve explains the Catalyit concept and what they do. (9:33) Andrew introduces himself and what Ascend does. (12:10) Peter shares his background and Wunderite’s concept. (14:17) Steve discusses how technology is becoming more accessible to the general public. (17:53) Peter believes that insurance agents have always had a perspective on customer service and that it has always been a high concern for agencies. (24:46) Andrew discusses his thought process for launching his own company. (29:07) Peter mentions that their company

In this episode of Agents Influence podcast, host Jason Cass interviews Greg Head, Founder of Gregslist. Greg shares about his background in the software industry and gives us his insights on InsurTech and software disruption in the industry.  Episode Highlights: Greg shares that he is an iPhone user and the last app he downloaded. (3:43) Greg tells us why he loves to win. (4:35) Greg says that he thinks that skill has been a bigger factor in his career. (5:16) Greg shares his background and his story of how he got to where he is right now. (6:31) Greg tells us more about Gregslist.com. (8:27) Greg explains that the software industry has grown over the years. (11:11) Greg shares that insurance and tech experts are the ones who are finding leverage and creating businesses. (18:20) Greg explains that timing and team are two components that make companies strong. (22:06) Greg tells us that the AMS business hasn't changed in so many years. (27:06) Greg shares some of the myths in the software

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Nicole Mirich to discuss how GloveBox is helping agencies and clients. Episode Highlights: Nicole tells us about GloveBox and why she decided to work there. (3:44)  Nicole shares some challenges agents have in being able to embrace this technology. (6:28) Nicole tells us how GloveBox has been able to bond with the carrier side of the industry. (9:06) Nicole shares how GloveBox allows agencies to diversify their service offering, even for clients who may not be as comfortable with technology. (11:14) Nicole tells us what they do in the app that encourages the relationship with the agency. (15:22) Nicole shares some of the new developments GloveBox is working on. (19:23) Nicole explains GloveBox’s focus in the industry and the carriers they are working with. (22:24) Key Quotes: "We provide agencies with a technology that's their own, that they can provide to their clients." - Nicole Mirich "We try to make the platform

In this episode of Agents Influence podcast, Jason Cass and Jeff Shi interview Matthew Sutika, Chief Insurance Officer at Obie. Matthew talks about how they have integrated their own technology to help companies be able to achieve their ideal results. Matthew also talks about some of the future projects they have lined up.  Episode Highlights: Matthew tells us that he loves to win and loves the idea of winning more than he hates to lose. (4:48) Matthew explains why he thinks skill has been a big factor in his career. (5:14) Matthew explains what Obie is and why he decided to join, and the interesting things he likes about it. (12:11) Matthew opens up about a project Obie is currently working on. (18:26) Matthew explains that insurance is all about data and it is really important to embrace the new technology for the industry. (22:39) Matthew tells us that the power of being able to organize data based on the needs of the business is very significant. (28:25) Matthew shares his insights about cry

In this episode of Agents Influence podcast, Jason Cass and Jeff Shi interview Tim Metzner, Co-Founder and Chief Strategy Officer of Coterie. Tim talks about what Coterie does to help small agencies and startups provide great service at a reasonable investment cost.  Episode Highlights: Tim starts the episode by sharing that he is an iPhone user. (3:21) Tim shares that he hates to lose more than he loves to win. (3:49) Tim tells us that luck has been a bigger factor in his life. (4:22) Tim shares his background and how he got to where he is now. (5:12) Tim talks about being a Chief Strategy Officer and still hiring a CEO for his company. (9:37) Tim talks about how Coterie started and what the company is all about. (11:46) Tims shares that they use API integrations with most of InsurTech globally. (16:41) Tim explains the mechanics of Series A, B, C, D, and C rounds. (23:58) Tim talks about how Coterie works with partners and investors. (28:17) Tim shares about other InsurTech vendors that

Are you ready for Episode 1 of the InsurTech Series? This series will showcase all innovations aimed at extracting cost savings and efficiency from the existing insurance structure. In the first episode of the Agents Influence podcast InsurTech Series, host Jason Cass interviews Jeff Shi, Co-Founder of Quantum Assurance International and CEO of Quotehound. Jeff talks about what InsurTech is and what Web 1.0, Web 2.0, and Web 3.0 are and how they are connected to everything.  Episode Highlights: Jeff starts the conversation with how COVID has changed our lives. (3:21) Jeff and Jason talk about Cryptocurrency and whether it will be a big thing in the years to come. (10:07) Jeff talks about how his company has been able to gain capital raise from 2019. (14:53) Jeff explains what Web 1.0, Web 2.0, and Web 3.0 are. (19:39) Jeff shares how important it is to have Cyber Insurance in a company. (25:25) Jeff explains what a seed round and Series A mean, in terms of investments. (30:56) Jeff expresses hi

In this episode of The MVP Podcast, Mitch Gibson sits down with Ron Shroyer, Vice President of Sales at Aureus Analytics, to discuss the future of tech and why it is so important to find tech that works for you and your agency.  Measuring your customer's happiness is a huge component of your retention. With Aureus Analytics' new product, Donna for agents can measure and collect all of this data for you, which in return allows you to sell your customer what they NEED. Episode Highlights: Ron provides a quick background story about Aureus and what his company is all about. (5:19) Ron shares that they help clients learn more about their customers. (10:06) Ron tells us about the 100 customer experience scoring called Sentimeter. (12:17)  Ron explains why data is very important for future insurance agents. (17:49)  Ron explains what his company's technology looks like. (19:51)  Ron shares that his back-end technology caters to every agency because they know that agencies operate differently. (25:14)  Ro

In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht discusses the 12X Mindset, which results in one new client per month via Broker of Record Letter. Charles talks about the basic foundation of the 12X Mindset which is, 1) Stop offering quotes to non-clients; 2) Develop a Micro-Niche, 3) Target larger revenue-generating accounts, and 4) Target signed Broker of Record Letters. Episode Highlights: Charles explains the goal of this episode. (2:20) What are some of the things insurance producers should do to win prospects? (5:34) Charles gives a significant piece of advice to help you with prospecting. (7:58) Charles shares some statistics from his experience as an insurance producer. (12:30) When did Charles really start to understand the power of the broker of record letter? (21:33) Charles mentions the 12X Club website. (22:10) Charles gives the four keys you need to have a 12X mindset. (22:27) Charles explains how to create services within your niche. (

In this episode of the Digital Insurance Pint Podcast, Tom Reid, Steve Earle, Jeff Roy, and Adam Mitchell discuss consumer behaviour, and how far along insurance consumers are in their digital adoption.  Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

This is a special Billy Williams episode on maximizing agency growth in 2022. In this episode of The Ryan Hanley Show, Ryan Hanley and Billy Williams dive deep into what holds agencies back from growing and what the major keys are to breaking free of stagnation and making growth real moving forward. This is an episode you don't want to miss... Episode Highlights: Billy mentions that in 2022, he hopes to make the podcast rounds to help people get back on track. (3:53) Billy recalls winning the bodybuilding Natural Nationals two years in a row. (9:25) Billy believes that a lack of emotional discipline is the biggest factor preventing any firm from growing. (15:03) Billy explains that as leaders, we are only actually responsible for three things: hiring, training, and accountability. (20:53) Billy discusses the significance of effective processes and spot-checking. (30:30) Billy mentions that process is nothing more than the steps it takes to get something done. (35:11) Billy mentions that the real

In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht gives the back story of his first ten years in the insurance industry as a producer. Charles explains why he stopped selling insurance and became a fee-based consultant to insurance buyers, how insurance buyers choose an agent, and how he eventually transitioned into teaching insurance producers how to win signed Broker of Record Letters. Episode Highlights: Charles mentions the three things that an insurance buyer is looking for. (1:32) Charles gives a brief background of his consulting company. (3:03) Charles mentions the reason why insurance buyers hire him as their insurance consultant. (5:56) Charles shares the skill sets you’ll need when it comes to prospecting. (10:01) Charles walks us through his career background. (11:42) Charles mentions why he loves to hear the word ‘yes’. (13:48) Charles explains what a minimum revenue threshold is. (16:33) Charles shares one of the big decisions he made in

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Emily Gerber Poe Owner of Gerber Insurance & Financial Services. They discuss how Emily took over the agency from her Father and how she has made it the powerhouse it is today. Episode Highlights: Emily shares her beginnings and how she got into the insurance industry. (1:31) Emily tells us about what has contributed to her becoming a great leader. (6:39) Emily shares the changes that she has made for the agency that she took over. (9:47)  Emily shares the concept of the trash button and trust bucket, and how it works in her agency. (13:02) Emily opens up about the things that she has done and accomplished over the past few years. (16:19) Emily explains how she makes sure that she shows up for her team as a visionary and as an owner. (20:45) Emily shares talks about the ebb and flow with business growth. (24:42) Emily shares her strategy to keep everybody aligned and in the loop. (31:14) Emily gives us a couple of tra

In this episode of Agency Intelligence podcast, host Jason Cass interviews Austin Moorhead, Founder of Lava Automation. Austin discusses how his company helps new and existing agencies automate their system and build their processes in a CRM. Jason and Austin also talk about the benefits of having a VA in your Agency.  Episode Highlights: Austin shares that he is an iPhone user. (5:08) Austin says he is a fighter so it means he loves to win. (6:03) Austin shares that hard work has been the biggest factor in his success. (6:24)  Austin shares a bit of his background and how he started his automation company. (7:33) Austin explains that his company automates the agency process, and is now changing the process of what the CRM can do. (12:52) Austin expresses his interest in a unified user experience. (17:37) Austin shares what system they use to cater to their client's needs. (20:31) Austin talks about the importance of having a VA in an Agency. (27:58) Austin tells us that successful agencies h

Today we are bringing you a special episode from the Cease & Desist podcast, hosted by Ryan Mathisen, Andy Mathisen, and Shaun Mulhern from GloveBox with Jason Cass in the guest chair! Tune in to hear about what the future of the insurance holds, what Jason is investing in and what he plans for the future!

In this episode of the Digital Insurance Pint Podcast, host Tom Reid, Jeff Roy, Adam Mitchell and Steve Earle talk about the COVID-19 pandemic, and specifically how their brokerages adapted to working from home.  Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode of Agency Freedom Podcast, James talks with Christian Moore, founder of the Real Good Group in Lexington, Kentucky. --- 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 The Ryan Hanley Show, John Fohr, Co-Founder of TrustLayer, the digital platform helping agencies and business owners alike better track licensing, certificates, and insurance, joins the podcast for an EPIC conversation. This is one you don't want to miss... Episode Highlights: John sits down with Ryan and talks about when he started his business. (9:16) John shares how they started the accelerator broker tech ventures during the pandemic. (14:01) John shares more about his company, what they do, and how they operate with their clients. (23:05) John shares some of the challenges they had to face as a start-up company. (29:10) John tells us that their company and their clients are not brokers instead they work with brokers. (34:22) Johns explains that their main goal for the broker is to make them earn more revenue because of their services. (39:41) John shares that the way brokers adapt is by thinking that the value is for the customer and not just for you. (42:22) John tell