Sinopsis
Agency Intelligence Podcast, formerly known as The Grow Podcast Is the number 1 listened to insurance podcast in the country featuring three shows from Jason Cass and Joey Giangola. Agent's Influence, the flagship show hosted by Jason Cass, is your weekly guide to the latest and greatest thought leaders the industry has to offer. Insurance in Your Words, hosted by Joey Giangola, travels to the front lines of the industry twice a week to hear from the agents living and breathing insurance every day. Insurance Agency Intelligence is the latest of the podcast series, covering real data from real agents in real agencies. A segue from Agent's Influence, you get the same grit and truth about what it takes to make it or break it in the greatest industry God's every created: the independent insurance industry.
Episodios
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Age of Indiependence: Throwback: Enjoying your Business Again with Grant Botma
23/08/2021 Duración: 50minIn this throwback episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Grant Botma, the Founder of Culture Course and Stewardship. Grant talks about his mission and purpose and shares the four questions to ask when evaluating the past and creating goals for the future. Episode Highlights: Grant gives a little background about himself. (3:40) Why Grant describes himself as a compassionate capitalist. (5:17) How Grant’s kids have become a champion of what their family's building. (9:12) Why Grant named his company Stewardship and what makes them different. (11:17) Grant shares one of the important things he talked about in his book. (13:23) Why Grant thinks that working is beautiful. (13:33) How he gives his employees freedom. (16:22) How long does it take for Grant to create certain changes within a company? (23:09) The four questions to ask when evaluating the past and creating goals for the future (36:53) What three areas should you focus on to grow your business? (4
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Agency Freedom: E16: How To Maximize Profit In Your Agency
20/08/2021 Duración: 44minIn this episode of Agency Freedom Podcast, James jumps in to the first "Hot Takes" content. He'll talk about strategies to drive efficiency and efficacy in your activity. This will inevitably lead to great profit for you and your team.
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RHS 112 - Andrew Ryan & Jack Hertvik on Dominating the Insurance Game
19/08/2021 Duración: 01h02minIn this tremendous episode of The Ryan Hanley Show, Ryan Hanley is joined by Andrew Ryan and Jack Hertvik of Hertvik Insurance Group. Andrew and Jack are running a dynamic and growing agency that pushes the boundaries of what it means to be a traditional independent insurance agency, and in turn, dominating the insurance game. Episode Highlights: Jack shares one of the things he loves about working in the insurance industry. (9:27) How did Jack become an SIAA Master Agency? (10:06) Jack mentions one of the fascinating things happening in the industry. (11:34) Andrew shares how technology has changed the insurance industry. (13:16) Andrew mentions one of the huge factors that he and Jack have discussed. (16:42) When did Jack and Andrew decide that using more tech tools was for the benefit of their agency? (24:24) Jack shares the importance of building out your agency’s tech plan slowly. (36:04) Jack gives a few pieces of advice about the insurance industry. (42:36) Andrew tells listeners wher
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Power Women In Insurance: How to Find Your Groove in Insurance Sales with Lorena Tomasini
18/08/2021 Duración: 33minIn this episode of Power Women In Insurance, Teresa Kitchens sits down with Lorena Tomasini, Life and Health Insurance Broker at MALM Life & Health Insurance Agency, and host of Twelve Minute Talks Podcast. Lorena is a life/health insurance agent in Miami. Lorena tells the listeners about how she has partnered with her mom to sell life and health insurance. She also discusses how to find what works and some challenges she has overcome with selling over the phone. Episode Highlights: Lorena shares her background. (1:15) How did Lorena get into the insurance industry, and how was it working with her mother? (3:24) Lorena shares some of the biggest challenges she’s experienced being in the life insurance industry. (5:37) Lorena explains how their clients’ reacted when they transitioned from working in the office to working from home. (9:13) Lorena mentions how the pandemic affected their agency. (13:11) How is Lorena’s agency able to reach out and get new clients amidst the pandemic? (16:25) Loren
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Caribou Honig Teaches Us The VC World
17/08/2021 Duración: 38minIn this episode of Agents Influence podcast, host Jason Cass interviews Caribou Honig, General Partner at SemperVirens Venture Capital, Chairman, and Co-founder of InsureTech Connect. Caribou talks about what Venture Capital is all about and how InsureTech Connect was found. Episode Highlights: What has attributed to Caribou’s success, skill or luck? (5:25) Caribou explains why it’s significant to invest in Venture Capital at the early stage. (8:33) Caribou shares what characteristics a person must have to be a Venture Capitalist. (10:32) Caribou explains why pattern matching is beneficial. (12:11) Does Caribou think this year has been tougher for InsureTech startups than in previous years? (14:26) Caribou explains what Venture Capital is. (17:42) Caribou shares how InsureTech Connect started. (22:39) Does Caribou think that the lack of funding is the main reason that's limiting the agents from scaling and growing? (27:39) Caribou mentions that he’s reading the book entitled Old Man's War, b
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Agency Freedom: E15: A Candid Conversation With Employee #1
13/08/2021 Duración: 01h01minIn this episode of Agency Freedom Podcast, James talks with Brecklyn Chumbley, Relationship Manager at RiskWell in McKinney, Texas. Brecklyn was the first hire at RiskWell and shares her unique perspective on the Freedom Jump and how to run a profitable, growth-focused office.
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RHS 111 - Kat Ternes on the Secret to Insurance CRM Success
12/08/2021 Duración: 01h12minIn this episode of The Ryan Hanley Show, Ryan Hanley is joined by Katherine Ternes, Vice President of Revenue at AgencyZoom. Kat joins the podcast to share her unique and dynamic expertise on developing processes and implementing a CRM inside independent insurance agencies. Kat is one of the most interesting people in the insurance industry. Did you know she's a world-class trap shooter? This is an episode you don't want to miss... Episode Highlights: Kat mentions an embarrassingly wonderful part of her being a geriatric millennial. (12:57) Kat shares her interests in competitive sports. (17:59) Kat mentions one of the things she learned that people want to strive toward.(27:37) Kat shares what people can achieve from being resourceful. (32:41) Kat mentions why she’s very proud of her team. (34:48) Kat explains what AgencyZoom is all about. (38:52) Kat discusses why employee enablement is so important. (40:31) Kat explains how to manage your sales processes. (50:18) How does Kat manage to ke
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Millionaire Insurance Producer: Stop Offering Quotes and Focus on Winning Permission, Instead
12/08/2021 Duración: 36minIn this episode of the Millionaire Insurance Producer podcast, host Charles Specht discusses how competing insurance agents only win new business an average of 8% of the time in a normal quoting process. Incumbent agents win 92%. So, who has it better? That's really the issue. Incumbent agents retain their clients because they have access and currently control the insured's permission. Therefore, let's focus on winning permission rather than blind quoting. Episode Highlights: Charles shares what is the problem with the normal quoting process in the insurance industry. (3:16) Charles shares why he likes the books of Seth Godin. (5:44) Charles explains his definition of permission. (8:48) Charles tells listeners why it’s so important to get permission. (9:46) What kind of quoting is Charles trying to get rid of? (14:31) What’s one of the most difficult things for insurance agents to start figuring out? (18:30) Charles shares one of the most important strategies to use. (21:10) Charles gives an o
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Power Women In Insurance: Claims, Data and the Impact of InsureTech in the Insurance Space, with Ursula Merten
11/08/2021 Duración: 36minIn this episode of Power Women In Insurance, Teresa Kitchens sits down with Ursula Merten, Director of Insurance Strategy & Transformation at Omni:us. Ursula is a great data-centric person who has studied data, claims, and is utilizing that information to create a great insure tech connection. Episode Highlights: Ursula shares her background. (1:11) What does Ursula find most interesting about insurance? (3:14) What has been Ursula’s favorite part of her career so far? (6:04) Ursula shares her realization of being in the insurance industry for more than 20 years. (11:35) Ursula shares her mission when it comes to artificial intelligence. (16:53) How did Ursula get started at Omni:us? (20:00) Ursula shares where she envisions the insurance industry will be, a few years from now. (22:35) Does Ursula think that women deal with technology differently than men? (27:44) Ursula shares one of her favorite things that Omni:us is doing. (31:47) Key Quotes: “From all my different experiences, from
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Beth DeLaForest Explains Her Bounce Back Factor
10/08/2021 Duración: 34minIn this episode of Agency Intelligence podcast, host Jason Cass interviews Beth DeLaForest, Agency Owner at Aspire Insurance Group Inc. Beth talks about her approach to becoming an independent agency and how Aspire Insurance Group was born. Episode Highlights: What has attributed to Beth’s success, skill or luck? (3:50) Beth mentions what the bounce-back factor means. (4:41) Beth shares her background. (5:34) What does Beth’s agency look like, at present? (9:05) Beth shares a story of how she acquired a new agency last year. (10:06) Beth mentions an interesting fact about John. (12:31) Beth explains what their average account looks like. (14:04) Beth shares how she communicates with her team. (21:39) Beth shares how she delivers the best service to a customer. (23:55) Beth mentions that she’s reading the book, entitled: Never Lose a Customer Again, by Joey Coleman. (29:48) Key Quotes: “I think I just had a really strong vision of what I wanted to see an agency actually look like. And s
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Age of Indiependence: Authentic Selling: How to Use the Principles of Sales in Everyday Life
09/08/2021 Duración: 51minIn this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Jeff Kirchick, Strategic Sales Director at Cresta. Whether you realize it or not, every day you are selling something. Jeff Kirchick explains how the timeless skills of salesmanship impact your everyday conversations, why the customer is not always right, and how to detach yourself from the outcome. Episode Highlights: Jeff gives some background and insight on Cresta. (5:20) Does Jeff think that sales is a science or an art? (6:59) Jeff shares why it’s important to give people a framework from where they can operate. (9:25) Jeff mentions why people should treat the customer the way they would treat their best friend or family member. (12:20) Jeff gives some details about his book entitled, Authentic Selling: How to Use the Principles of Sales in Everyday Life. (18:47) Jeff explains why children have the capability to be better and more authentic salespeople. (25:09) Jeff mentions why a good leader asks open-ended q
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Agency Freedom: E14: Cassidy Arbeli On Whale Hunting And Self-Care
06/08/2021 Duración: 01h02minIn this episode of Agency Freedom Podcast, James talks with Cassidy Arbeli, owner of All Nevada Insurance.
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RHS 110 - Zach Mefferd on Entrepreneurship and the Independent Insurance Agency
05/08/2021 Duración: 01h20minIn this episode of The Ryan Hanley Show, Ryan Hanley interviews Zach Mefferd, CIC, Co-Founder of Coverage Direct and ZipBonds. Zach joins the show for an exclusive, first-ever podcast interview. In their conversation, they discuss where Zach developed his entrepreneurial spirit and how he's cultivated that spirit to found multiple successful companies within the independent insurance industry. Don't miss this episode... Episode Highlights: Ryan explains why streaming is interesting and important. (5:18) Zach mentions how he became interested in car racing. (14:07) Zach shares his thoughts on having a business partner. (28:10) Zach shares why boundaries are vital. (43:53) Zach mentions one of the things they do when hiring people. (47:27) Zach explains the four things that people must do to run a business. (52:02) Zach shares what made him move to Salesforce. (56:55) Zach mentions his favorite features of Salesforce. (58:34) Zach explains what ZipBonds is all about and why agents should be in
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Millionaire Insurance Producer: Stop Playing Games and Start Producing New Business
05/08/2021 Duración: 32minIn this episode of the Millionaire Insurance Producer podcast, host Charles Specht is here to tell you that it's time to make a decision, and to make the decision to be a Producer. You're not a CSR. You're not an Account Manager. You are a Producer. Producers produce. Period. That's what producers do. So, let's get serious and decide to play smart rather than play safe! Episode Highlights: Charles explains why he’s glad to have the opportunity to be in the insurance industry. (3:34) Charles gives the two actions to take if there are areas where you're not getting the results that you want. (5:59) Charles mentions one of the beautiful things about the insurance business. (9:48) Charles shares what his thoughts were during his recent battle with COVID-19. (12:16) Charles explains the importance of having the right mindset. (14:38) Charles mentions one of the major problems that he often sees in producers and servicing teams. (17:24) Charles shares a story about his conversation with an insurance a
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Power Women In Insurance: Ministry, Mission, Insurance and Helping Others To Make 10K Per Month with Uchenna Lewis
04/08/2021 Duración: 28minWe are thrilled to announce that the Power Women In Insurance podcast, hosted by Teresa Kitchens, has joined the Agency Intelligence Podcast Network! This means you can now listen to Power Women In Insurance episodes in all the same places you currently listen as well as on the Agency Intelligence feed along with other shows like Agents Influence with Jason Cass, Agency Freedom with James Jenkins, The Ryan Hanley Show, and Age of Indiependence with Katlyn Eggar, to name a few! Check out theinsurancepodcastnetwork.com to learn more! Listen to the latest episode with guest Uchenna Lewis, a bi-vocational pastor who is helping prepare others to achieve heaven, but not leave hell behind for their family. Episode Highlights: Uchenna discusses some of the experiences she’s had as a vocational pastor. (2:08) Uchenna explains how life insurance and wealth planning can bring families peace of mind. (6:24) How does Uchenna begin conversations about legacy planning with families? (8:55) What led Uchenna into t
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Jeff Tobe Explains Customer Service To Customer Experience To Customer Excellence
03/08/2021 Duración: 29minIn this episode of Agents Influence podcast, host Jason Cass interviews Jeff Tobe, Innovation and Customer Experience Expert, and author of the book entitled, Coloring Outside the Lines. Jeff talks about his customer experience journey and how we can identify the needs of our customers. Episode Highlights: What has attributed to Jeff’s success, skill or luck? (7:30) Jeff shares a story about his opening act for a guy named Zig Ziglar. (8:51) Jeff shares his background. (10:09) Jeff mentions his new book coming out this fall entitled, “The CX Edge: Critical Questions to Ask About Customer Experience.” (10:46) Jeff explains what his book called Coloring Outside the Lines is all about. (11:49) Jeff shares the differences between customer service, customer experience, and customer excellence. (14:31) Jeff mentions why organizations should write a service recovery policy. (17:07) Jeff mentions his book called Anticipate: Knowing What Customers Need Before They Do. (19:03) Jeff explains how can we
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Age of Indiependence: Building an Exponentially More Powerful Brand
02/08/2021 Duración: 39minIn this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Peter van Aartrijk, CEO of Aartrijk and author of "The Powers: 10 Factors for Building an Exponentially More Powerful Brand". Your brand story is already within you. Learn how to tell human stories that build your company culture and brand. Episode Highlights: Peter shares his background. (3:18) Peter explains how he applied his background in journalism to the insurance industry. (5:30) Peter gives a short background about his podcast, called On Point. (8:32) Peter shares his book entitled, The Powers: 10 Factors for Building an Exponentially More Powerful Brand. (9:57) Peter explains why independent agency owners should invest in branding. (13:54) Peter shares the first steps that an insurance agency owner should take when establishing a brand. (17:18) What are the symptoms of poor branding strategies that Peter has seen? (22:10) Peter explains the four quadrants of work. (26:51) Peter shares a story about the
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Agency Freedom: E13: Benito Ortiz On Mindset And Scaling Fast
30/07/2021 Duración: 54minIn this episode of Agency Freedom Podcast, James talks with Benito Ortiz from Albequerque, New Mexico. Benito is the agency principal for Strategic Insurance Group (SIG).
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RHS 109 - How to Sell More Cyber Insurance with Pat Costello
29/07/2021 Duración: 01h02minIn this episode of The Ryan Hanley Show, Ryan Hanley interviews Pat Costello, CPCU, Co-Founder, and Principal at Evolve MGA. Pat joins the podcast for a wonderfully nerdy deep dive into cyber insurance. Pat and Ryan also also discuss exactly how independent insurance agents can (and should) sell more cyber insurance to their clients. Don't miss this episode... Episode Highlights: Pat mentions what he’s learned from the pandemic. (5:34) Pat shares two reasons why having people in an office environment is vital. (7:17) Does Pat prefer working remotely or working in the office? (10:29) Pat shares his background and how Evolve MGA started. (13:15) Pat mentions some of the biggest issues he has seen from a retail broker perspective. (16:21) Why do agents still sell cyber insurance like it's a luxury and not as a necessity? (18:40) Pat gives a couple of facts about ransomware. (26:13) Pat shares why social engineering is the most common claim they see behind ransomware. (30:23) Pat explains why cy
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Abel Travis And Jason Cass Discuss Pandemic Insurance, Is A Product Possible?
27/07/2021 Duración: 36minIn this episode of Agents Influence podcast, host Jason Cass interviews Abel Travis, MBA, Vice President & Head Of Fundamental Underwriters at AF Group. Abel talks about what AF Group is all about and the company that he represents called Fundamental Underwriters. Episode Highlights: What has attributed to Abel’s success, skill or luck? (7:04) Abel gives us his background in the insurance industry. (7:59) Abel shares what happened when he had an offer from Hartford. (8:49) Abel explains what AF Group is all about. (11:12) Abel mentions one of the companies that he runs for AF Group called Fundamental Underwriters. (12:09) Abel gives the average premium size with Fundamental Underwriters. (12:52) Abel shares what he did when nobody knew what was happening in the insurance industry. (19:05) Abel mentions how The Insurance Innovators Unscripted podcast started. (21:08) Where does Abel see the insurance industry going, five to ten years from now? (26:39) Key Quotes: “I love to win just becau