Agency Intelligence

In this episode of Agency Intelligence podcast, host Jason Cass interviews Chris Greene, The Flood Insurance Guru. Chris discusses the release of the risk rating 2.0 and the upcoming changes in flood insurance policies. Episode Highlights: Chris Greene shares his background. (5:16) Chris explains that on October 1st, the National Flood Program will release the risk rating 2.0. (10:04) Chris clarifies the difference between a flood and a flash flood. (12:42) Chris adds that instead of giving someone a quote, they give them a flood risk proposal.  (15:02) Where does Chris envision himself in the next 5 or 10 years as a flood insurance guru? (17:13) According to Chris, all renewals will be rewritten in the risk rating 2.0 program starting in April 2022. (22:15) Chris says it is essential for agents to inform clients on the impact of the April 2022 reforms in flood insurance, particularly the claims variable. (22:36) Chris mentions that he recently published a video titled “What Role Does Time Pla

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Kat Ternes, Vice President of Revenue at AgencyZoom. Recruiting comes with a bunch of challenges! Hear what hurdles Kat had to overcome to build her team, and how this can help you find top talent for your agency.  Episode Highlights: Kat shares how she was first introduced to AgencyZoom. (3:17) Kat discusses some of the challenges she has faced when it comes to recruiting. (5:54) Kat talks about the team culture and core values of AgencyZoom. (7:47) Kat shares how they established their seven core values together with the team. (12:53) Kat explains how their team members are rated on a one-to-five scale. (19:46) How would Kat Ternes describe what it’s like working in the startup world? (22:14) Kat shares how she's building her own candidate pool. (28:33) Kat discusses how she organizes her schedule. (34:36) Kat explains why great, successful salespeople don't normally leave their jobs. (39:15) Kat emphasizes

In this episode of Agency Freedom Podcast, James discusses the four major options for your freedom jump. He looks at the pros and cons of each of the options and lays out items you should be aware of as you are deliberating your Freedom Jump... OR re-evaluating your best available option in how to structure your agency. Visit the Agency Freedom Podcast website to sign up for AFP's email list and receive real-time updates, notifications, resources and episode notes delivered right to your inbox every Friday morning.

You may or may not be an unethical insurance agent, but your prospects don't know how to tell the difference. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht hopes you won't "break up with him" as he bullet points a number of reasons both your prospects and your clients don't trust insurance agents, and what you can do to change it. Episode Highlights: Charles explains why insurance buyers, most of whom were construction corporations, recruited him as an independent consultant. (5:45) Charles discusses the first reason which is: insurance agents show up with quotes that have inflated premiums. (7:38) Charles believes that the average insurance buyer out in the United States is paying about 15% more for their insurance than they really need to. (9:20) Charles mentions that, on average, whenever he works with insurance buyers, he usually reduces their costs between 11%-17%. (9:55) Charles talks about hidden broker fees as well as other hidden fees. (10:49) Charles

In this episode of The Ryan Hanley Show, Ryan Hanley is joined by Jonathan Libby, founder of Steady State Finance, the smart Defi insurance company. Listen for an absolute nerd session on all things crypto, blockchain, decentralized finance (DeFi) and what the future holds for insurance. Episode Highlights: Jonathan explains what decentralized finance means. (5:06) Jonathan tells listeners what the role of DeFi will be in the future. (9:00) Jonathan explains how decentralized exchange effects the ecosystem. (13:16) How difficult is it to make changes within the Bitcoin community? (18:30) Jonathan details how to disrupt insurance and implement new concepts. (22:31) Jonathan gives listeners insight on how Steady State Finance operates. (26:46) What’s the process, if a consumer wants to be part of this? (32:49) Jonathan gives an example of what Steady State Finance can offer. (33:45) How did Jonathan get into this space? (36:16) Jonathan walks listeners through how he put several concepts tog

In this throwback episode of the Power Women in Insurance Podcast, Teresa speaks with Kristin Isaacson, Partner at Role Play at the Olson Agency. She has a background as a facilitator in communications and sales. She strives to understand team members’ individual needs both personally and professionally. Listen in to learn how Kristin Isaacson and Jeremy Olsen saw a need in the insurance industry and created a program that works towards bettering relationships in agencies. You will also learn the need for women to show up as leaders and match up to men. “You have to stay very resilient mentally, you can’t let negativity get you down in this space.”- Kristin Isaacson [19:56] Top Takeaways: How to create a successful program that helps teams build strong relationships with their customers. The strategy of helping team members to take action and coming up with solutions that helps their customers. The power of resiliency- not allowing negativity to get to you in the insurance business. How to show up as a

In this episode of Agent’s Influence podcast, host Jason Cass interviews Kyle Nakatsuji, Founder & CEO of Clearcover. Kyle chats with Jason about growing and thriving in the insurance industry, his biggest influences, and greatest challenges. Episode Highlights: Is Kyle an iPhone or Android user? (2:50) Does Kyle love to win, or hate to lose? (3:30) Which has been a bigger part of Kyle’s success; skill or luck? (6:14) Kyle gives listeners insight into his background. (8:15) What do you need in order to be a successful insurance organization? (13:40) Kyle walks listeners through what his company, Clearcover, offers. (17:30) Who was Kyle’s mentor as he grew in the insurance industry? (25:02) Which state does Kyle think will be the toughest challenge to be profitable in? (35:21) Key Quotes: “Look, I'm willing to accept being unprofitable, but I need to make sure I understand why I'm unprofitable.” - Kyle Nakatsuji “But on our side, it's just about being aware of the ethics of the tool that y

In this 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 to stop th

In this episode of the Age of Indiependence podcast, host Katlyn Eggar catches you up to speed on highlights from this summer and shares her recent episode cliff notes, favorite quotes, and spoiler alerts! Episode Highlights: Katlyn shares how she’s spent the summer vacation with her family. (1:55) Katlyn shares a couple of highlights about her podcast episode with Ryan Frank. (11:23) Katlyn mentions what she and Cassidy Arbeli discussed. (13:51) Katlyn shares her interview with Justin Marks. (15:23) Katlyn recaps some key takeaways from her podcast interview with Ethan Barhydt. (17:38) Katlyn explains why her podcast episode with Ethan, was by far, one of her favorites. (19:08) Katlyn mentions an important element in making a long-lasting positive impact on a person’s life. (22:56) Katlyn shares her episode with Peter van Aartrijk. (23:43) Katlyn mentions Jeff Kirchick’s book entitled, Authentic Selling: How to Use the Principles of Sales in Everyday Life. (26:23) Key Quotes: “We're foc

In this episode of Agency Freedom Podcast, James talks with Grayson Thompson, Principal Problem Solver at Mission Insurance Agency in Dublin, OH. Join the AFP Facebook Group to connect with James and your fellow Freedom Jumpers. Here's the link: https://www.facebook.com/groups/agencyfreedom

In this 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 expertise. (23:2

In this episode of The Ryan Hanley Show, Ryan Hanley is joined by Daniel Seong, Founder, and President of Great Park Insurance. Daniel stops by the podcast for a conversation on the life you can build through a career. Daniel is one of the all-time people with an all-time story, and what he's been able to do is nothing less than inspirational. It was a great pleasure to have Daniel on the show. Episode Highlights: Daniel shares how they started creating Tiktok videos. (8:35) How does Daniel manage the feedback from their videos? (12:43) Daniel shares how he maintains being consistent and detailed throughout his everyday life. (18:12) Daniel mentions what he would always tell people about winning. (23:36) How does Daniel maintain his focus today, for the next phase of his career life? (25:38) Daniel shares why he’s excited for the second part of his life with Great Park Insurance. (29:39) Daniel mentions how social media has changed the culture of the insurance industry. (49:16) How was Daniel

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Rachel Robison, MBA, Chief Executive Officer at Siege Technology Solutions, Inc. Teresa and Rachel chat about the necessity of technology in the insurance space and how it impacts clients, team members, and even the resale value of the agency. Episode Highlights: Rachel mentions her interest in the technology industry. (4:43) Rachel shares how she randomly got into the industry. (5:39) Rachel mentions what she loves about being in the commercial insurance space. (6:54) Rachel explains how the CRM they built works. (10:03) What were some of the goals they’ve achieved for their agency? (13:01) Rachel shares what her missions for Siege Technology Solutions, Inc are. (16:13) How does Rachel help agents to manage their time and resources? (21:37) Rachel mentions her vision for agency owners. (33:04) Key Quotes: “I started out personal, and ended up commercial. I love the commercial aspects of things, just because there'

Time for a throwback! In this episode of Insurance In Your Words, an AI podcast series originally aired in 2016, host, Joey Giangola discusses value and meeting expectations with your clients. If a policy can’t support the value expected by the client, something has to change. It doesn’t matter if it’s the policy or the client. Giving away foolishly unsupported value will have you cleaning out your office faster than a custodian with an abnormally small bladder. 

In this episode of the Millionaire Insurance Producer podcast, host Charles Specht discusses how to find success as an insurance agent. It's not about you. It's not about the insurance agent. The Hero of the "insurance story" is your prospect. Marketing, branding, and selling is best performed when you position your prospect as the Hero and you as the Guide. Give your prospect a plan for success and they'll do whatever you (the Guide) tell them to do! Episode Highlights: Which two stories should insurance agents have? (4:10) Charles shares a story of how helpful life insurance is. (4:54) Charles mentions the book, called, Building a StoryBrand, by Donald Miller. (8:21) Charles explains why your sales process needs a script. (11:28) Charles shares who the hero is when it comes to the storyline of a successful insurance agent. (13:18) Charles explains who the villain is when it comes to the insurance process. (15:16) As a producer, what do you need to remind the insured of? (16:58) Charles detai

In this episode of Agency Freedom Podcast, James talks with Luis Leal of Leal Insurance Services in San Antonio, Texas.

In this episode of The Ryan Hanley Show, Ryan Hanley interviews the veracious Carol Roth, entrepreneur, business television personality, and best-selling author of The War on Small Business. Carol joins the podcast for a tremendous conversation on small business in America. Episode Highlights: Carol explains why small businesses are being undervalued, especially during the pandemic. (7:58) Carol mentions how social media has exacerbated talking about intentions. (11:41) Carol shares her opinion as to why small businesses were murdered. (15:18) Carol explains the things that small business owners can do to be more active. (17:43) Carol mentions her book, called, The War on Small Business. (18:19) Carol shares why she’s fascinated by cryptocurrency. (25:19) Carol gives her opinion on cryptocurrency. (33:04) Carol explains why inflation is the worst-case scenario, in terms of wages and prices. (39:39) Carol shares her background as a free speech advocate. (48:02) What made Carol decide to wri

In this episode of the Millionaire Insurance Producer podcast, host Charles Specht discusses how quoting is for the weak! This is a truism. But if you're not going to offer quotes, what should a producer do, exactly? That's what Charles Specht breaks down for us today. Instead of offering quotes, use this process instead to win signed BOR’s! Episode Highlights: Charles shares a story about a poll he recently did on LinkedIn. (1:45) Charles explains why he disagrees that the broker of record letter is unethical. (2:56) Charles mentions one important thing that insurance agents should do. (7:30) Charles shares what insurance agents prospecting goals should be. (8:29) Charles explains some of the reasons why insurance buyers don’t trust insurance agents. (12:32) Charles explains how to get more signed broker record letters and how to build your book of business. (16:53) Charles mentions some of the goals you should have when meeting with your prospect. (19:45) Charles mentions why being micro nic

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Majda Baltic, President, and Owner of Majdas Touch Insurance, Inc. Majda is creating platforms for other agents and insurance clients to grow their insurance knowledge while getting the best support possible. Episode Highlights: Majda shares how she got into the insurance industry. (1:44) Majda explains where her passion lies in this industry. (3:07) How long has Majda been on the independent side? (5:49) Majda mentions how the pandemic has affected their industry. (8:05) Majda shares the time when she opened her agency in 2018. (9:50) Majda mentions one of the reasons why she likes doing podcasts. (11:54) Majda explains why opening an independent agency was mind-blowing for her. (13:17) Majda mentions the significance of having a good support system at home. (17:06) Majda shares how she has found success on the independent side. (21:56) Majda shares a story about the time when she was hired by a captive company. (

In this episode of Agents Influence podcast, host Jason Cass interviews Sanjay Gupta, Executive Vice President at ACI Worldwide. Sanjay talks about his expertise in the digital payment space and how consumers utilize their applications. Episode Highlights: What has attributed to Sanjay’s success, skill or luck? (3:38) Sanjay shares his background. (4:01) Sanjay shares his experience being in the digital payment space for many years. (6:12) Sanjay mentions the broad-based survey they did recently. (6:55) Sanjay shares what the options are when receiving the payments electronically. (8:28) Sanjay explains their application called Mobile Presentment. (10:26) Where does Sanjay see the company going in the future? (12:37) Sanjay shares what a digital wallet is. (14:39) Does Sanjay think that the larger carriers are better than the regional carriers when it comes to adopting their technology? (20:00) Sanjay mentions the book entitled The Last Lecture, by Randy Pausch. (24:56) Key Quotes: “I