Agency Intelligence

Excuses never made anyone any money. People who go bankrupt always have an excuse as to why. Salespeople who don't win an account always have an excuse for their failure. That goes for insurance producers as well. There are reasons and excuses for all failures. But insurance agents who hold onto excuses are the ones who live paycheck to paycheck.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you how to eliminate excuses, how to execute a plan, and how to set S.M.A.R.T. goals that achieve success. Episode Highlights: Charles talks about excuses being the reason for us not achieving our goals in life. (1:14) Charles provides some examples of the excuses that we commonly have in the industry. (3:45) Charles tells us what excuses are going to do to our life. (7:52) Charles says that a lack of execution on actual prospecting will cause failure. (11:25) Charles shares that we have to have 12x goals, not only get out of the box but destroy the box. (16:47)

In this episode of Power Women In Insurance, Linda Marie Fisher and Teresa Kitchens talk about how Linda went from commission-only sales for an agency to opening her own agency and running a rock star team. Episode Highlights: Linda shares her journey to becoming an insurance agent. (1:33) Linda thinks back to the moment when she was able to secure her first high-end client for her company. (5:29) Linda tells us what she gets out of attending conferences. (11:51) Linda explains that to make the company successful, we have to take care of our employees. (15:03) Linda shares what she gives to newly hired agents, and how this helps them improve as a team. (20:37) Linda recalls a moment in time that gave her the passion to be the leader she is today. (26:52) Linda shares that listening to her employees is her best problem-solving strategy. (35:49)  Linda advises us to connect with people that are in the position of where we want to be. (38:47) Linda says that this industry is so giving and that a

In this episode of Agents Influence podcast, host Jason Cass interviews Roger Sitkins, CEO, of Sitkins Group and Brent Kelly, President of Sitkins Group. Roger and Brent talk with Jason about their new book, Best Version Possible, which helps you explore what the best version possible looks like for you and your agency. Episode Highlights: Brent discusses the new book, Best Version Possible, that he and Roger wrote. (3:05) Roger explains that the idea behind the book is to show people that there is the best possible version of themselves. (6:33) Brent shares what he thinks would happen at the end of people's lives with their best possible selves. (10:29) Roger shares his mentoring relationship with Brent and talks about his role models throughout his career. (17:39)  Roger and Brent discuss their new documentary on the Sitkins Group. (25:09) Roger shares his insights about time management being impossible in the insurance business. (31:07) Brent shares a lesson he learned from the late Jim Rhon

In this episode of The MVP Podcast, Mitch Gibson sits down with Tamron Manning, Founder and Owner of Integrity Insurance Group in Lexington, Kentucky to discuss the highs and lows that he has experienced as a start-up agency owner in the last 3 months. Tamron opened up the doors at Integrity Insurance in October of 2021 and has hit the ground running. This guy is going places! Episode Highlights: Tamron shares some of the most difficult challenges he faced when he started his business at 27. (2:26) Tamron shares some of the things he would have changed when he was just starting the agency. (4:47) Tamron recalls a moment when he was just starting and felt like he was in a captive situation. (7:56) Tamron shares some of the software he uses for his video proposals. (14:51) Tamron tells us that he has not yet integrated with any of the Tech companies but is currently in the process, to provide more customer satisfaction. (23:19) Tamron shares what he thinks are the best referral partners for the busi

In this episode of Age of Indiependence Podcast, host Katlyn Eggar is joined by Brian Ahearn, Author, Coach, and Chief Influence Officer at Influence People. Science tells us that the methods you use impact your ability to influence and persuade. In "Persuasive Selling for Relationship Driven Insurance Agents", Brian Ahearn shares how you can increase your impact in your agency.  Episode Highlights: Brian tells us that he does set goals but he did not set a New Year's resolution. (6:23) Brian shares some highlights of the books that he has published. (9:23) Brian recalls the moment he realized that his passion was persuasion, influence, and helping people grow. (12:05) Brian tells us that there are scientific ways to be a more effective influencer. (17:20) Brian explains that 95% of our decision-making comes from a subconscious level. (23:09) Brian explains how a sales coach can persuade people new to the insurance industry to be persuasive. (25:10) Brian gives his advice to everyone in the indu

In this episode of the Digital Insurance Pint Podcast, Tom Reid goes over the pros and cons, challenges and opportunities of making insurance paperless, with digital brokers Steve Earle, Adam Mitchell, and Jeff Roy. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode of Agency Freedom Podcast, James talks with Matan Slagter, the Co-Founder and CEO of Armadillo, an emerging player in the home warranty space. Armadillo is one part tech company and one part residential service company. They are making the legacy players very uncomfortable. Learn more about Armadillo and their partner program at https://www.armadillo.one --- 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, Ryan Hanley is joined by Bradley Flowers, entrepreneur-in-residence at Portal Insurance, for a tremendous conversation on what comes next for one of the most exciting and interesting young agencies in our industry. Don't miss this episode... Episode Highlights: Bradley talks about hiring someone to work on his various projects. (6:59) Bradley shares his definition of what a good salesperson and a good producer is. (14:14) Bradley tells us about his office space and the percentage of expenses that go to it. (20:20) Bradley shares that he does not think that there is anything wrong with being a mainstream generalist. (31:24) Bradley says that convenience beats price 98% of the time, and shares insights about retention. (36:45) Bradley shares that it is important to automate, outsource, and delegate. (41:56) Bradley talks about the two important things he has learned in the past two years. (47:49) Bradley shares a situation he had with one of the companies

There are a number of things you can do to increase the likelihood of winning new clients from signed Broker of Record Letters. Some are more difficult to accomplish initially and may require experience, but others are things you can start doing immediately to win more signatures.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will begin to itemize the ABCs of what you need to do to win more signed Broker of Record Letters from your prospects. Episode Highlights: Charles tells us that this episode is about how to win Broker of Record Letters. (2:17) Charles shares that the Broker of Record Letter is an insurance tool to ensure proper service from incumbent agents. (5:00) Charles explains that the insurers' best interest is to gain a reputation in the marketplace. (8:34) Charles states that most agents do not even mention the Broker of Record Letter to insurance buyers. (11:43) Charles shares the ABCs of Broker of Record Letters, which will revolutionize your ent

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Kelly Mora, owner of Heritage Insurance Agency. They discuss how to create a culture of caring and how in Kelly’s agriculture-based agency, her team cares and builds community. Episode Highlights:  Kelly mentions she comes from a hospitality background and considers herself to be more of a creative thinker than a technical thinker. (04:30) Kelly emphasizes that they want to have control over who they associate with, not just within their agency but also with the clients they serve. (10:37) Kelly believes that when you're happy and feeling fulfilled by your day, you owe it to your community and that you're incredibly privileged to serve the people you do. (12:10) Kelly shares that metrics are hard and that's something they're working on currently to help them fill out their analytics a little more. (16:53) As leaders of their organization, Kelly mentions that their role is to help people achieve their goals. (17:52) Kelly e

In this episode of Agency Intelligence podcast, host Jason Cass interviews Ashley Napier, 3000 Insurance Group’s Chief Operating Officer. Ashley discusses her path to becoming the COO of 3000 Insurance Group and how they are utilizing Virtual Assistants in their agency.  Episode Highlights: Ashley mentions that she is an iPhone user. (2:43) Ashley says that she likes winning because it gives her a sense of accomplishment. (3:40) Ashley explains how grit, determination and blessings have led her to where she is now. (6:04) Ashley shares more about her past, and how she got started in the industry. (7:51) Ashley shares what led her to the COO position. (14:08) Ashley explains an experience in 2015 that made her not want to get insurance. (16:46) Ashley talks about 3000 Insurance Group. (21:22) Ashley shares her insight into hiring VA’s and how they are utilizing them in her company. (29:13) Ashley mentions that she is currently reading Traction. (37:51) Ashley shares that she is currently ho

In this episode of the Digital Insurance Pint Podcast, Tom Reid talks to digital brokers Adam Mitchell, Jeff Roy, and Steve Earle about their experiences transforming their brokerages from traditional shops to digital operations. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode of Agency Freedom Podcast, James talks with Trace Meek, Founder of Fetch Underwriting and the Managing Editor of the Insurance Daily News digital publication. To learn more about Fetch Underwriting, visit their website at: https://www.fetchuw.com. To catch up on the current news and updates in the insurance industry, bookmark and visit https://insurancedailynews.com/. --- 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, Ryan Hanley is joined by Josh Gurley, partner at HM Advisors, for an epic conversation to start 2022. They break down the business of insurance, selling commercials and growing your business. Josh is an all-time professional in our industry. Episode Highlights: Josh shares with us about doing a year in review. (6:00) Josh tells us that one of his top 10 happenings of last year was making new friends who inspire him. (11:55) Josh tells us that, to be successful in business you have to be brave enough to tell people the truth. (20:44) Josh says that it is very important to call the next move with your clients. (28:38) Josh mentions that his company currently operates in 23 different states. (33:33) Josh talks about what he’s learned from technology this year. (36:19 Josh says that people need to understand that technology should only do what works for them. (44:43) Josh shares what he thinks is the most valuable thing in the insurance industry. (52:41)

The "content strategy" you use on LinkedIn is almost as important as your profile page itself. But, there's also a sense in which you don't have to create any unique content at all and still be ultra-successful at prospecting with LinkedIn. However, insurance agents who create quality content are the ones who are thought leaders in their fields. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you about the three main forms of content strategy you need to focus on to write more new business using LinkedIn, and which one is the most effective. Episode Highlights: Charles starts the episode by thanking all the listeners that have been listening throughout the year. (1:07) Charles continues to discuss the basics of what your LinkedIn profile should look like. (4:33) Charles advises us that if we become micro-niched, we should also be aware of our potential. (9:45) Charles shares some examples of topics that you can talk about in your LinkedIn content. (12:35)

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Stacie King, CEO of Stacie King & Company and Digital Content & Communications Director at Agentero. Stacie is amazing at using online content to build brands, increase awareness and provide education to the insurance space.  Episode Highlights: Stacie shares her background and experience. (1:42) Stacie discusses her current role and responsibilities as a digital content director. (8:26) Stacie states that agents should not be afraid to embrace technological innovation. (11:41) Stacie says that listening to podcasts sparks listeners’ creativity and gives the listeners new ideas they can apply to their company or work. (17:22) Stacie shares tips on how you can improve your marketing through podcasts and social media. (21:22) Stacie states that there are a lot of media options that agents can use to connect to their prospects and clients. (26:06) Stacie shares what she does when she sees a potential post she can use for he

In this episode of Agents Influence podcast, Jason Cass chats with Jeff Roy, Tom Reid, Steve Earle, and Adam Mitchell, hosts of the Digital Insurance Pint Podcast. They share the exciting news that the Digital Insurance Pint Podcast will be joining the AI Podcast Network! The hosts tell us a little about themselves and discuss how they are working towards making the industry better in Canada and beyond.  Don’t miss this episode and get ready to listen to the Digital Insurance Pint Podcast on the AI Podcast Network every Saturday! Episode Highlights: Jeff shares how the Digital Insurance Pint Podcast was started. (2:48) Adam introduces himself and gives a brief background of what he does. (4:13) Steve shares his story, what he does, and some of his projects with Adam and Steve. (5:19) Tom joins the conversation and provides information about himself. (7:23) Tom, Steve, and Adam share things that they have learned from each other. (11:50) Jeff explains that they know everything is not going to work

In this episode of The MVP Podcast, Mitch Gibson sits down with the Season 1 winner of The Protege, Derek Hayden. Derek joins the show to discuss his experience on the reality TV show and the things he has learned along the way that have led to Mr. Hayden's success. Yes, his favorite color is camo! Episode Highlights: Derek shares what led him to be in the insurance agency as a producer. (3:53) Derek tells us about his education and how he was able to focus on his studies while playing baseball. (6:08) Derek mentions that his early beginnings as an agent were a rough start. (8:22)  Derek mentions that his education has helped him learn how to build his process and explain benefits to potential clients. (15:01) Derek shares his great experience with The Protégé, the first reality TV show for insurance. (20:47) Derek explains how he got interested in joining the podcast industry. (28:16) Derek gives out tips on how to make the perfect video for prospecting. (42:23) Derek tells us that his favori

Are you ready to finally figure out how to use LinkedIn for prospecting so that you can dominate in new business sales in 2022? If yes, then this episode is for you.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will explain to you how to get your LinkedIn Profile figured out by first determining your "Intent" and also your "Micro-Niche" focus. It's time to take action and not waste another year. LinkedIn is a superior tool, if you use it strategically. Episode Highlights: Charles introduces a new digital course called “12X Your Book with LinkedIn”. (1:06) Charles tells us that LinkedIn is an underutilized secret when it comes to prospecting for new business. (3:13) Charles explains that LinkedIn is more than just an online resume. (5:10) Charles explains that the intent of what you're using LinkedIn for will dictate what type of connections you need to have. (10:45) Charles explains that a vast majority of your competitors are not using LinkedIn, which presents

In this solo episode of the Agency Freedom Podcast, James shares on five lessons learned in 2021. 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.agencyfreedompodcast.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.