Agency Intelligence

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Ethan Barhydt, CEO of VoiceOps. Katlyn and Ethan find out which sales behaviors are most difficult to drive inside an insurance agency and how coaching enablement can increase your results. Episode Highlights:  Katlyn shares what coaching looks like for the average agency. (7:02) How does Katlyn identify if the person is coachable? (15:35) Katlyn shares one of her experiences about something she’s tried that didn't work out well. (17:41) Katlyn mentions what they have started doing at Quantum when someone comes on board. (25:23) Should people invest their time and energy in coaching? (27:07) Katlyn mentions the first thing you can do to increase your sales numbers. (27:43) Ethan explains more about speech analytics and the technology of coaching. (30:18) Ethan shares some of the problems he experienced with speech analytics. (32:20) Katlyn shares one of the things that she loves about VoiceOps. (36:28) What a

In this episode of Agency Freedom Podcast, James talks with Katlyn Eggar, the Director of Education at Quantum Assurance International.

In this episode of The Ryan Hanley Show, Ryan Hanley is joined by Jason Cass, Owner of Agency Intelligence and managing partner of the Insurance Alliance. This is the second half of the conversation with Jason Cass that started on the Agency Intelligence podcast early this week. In this episode, we break down the current state of digital insurance and where we see the largest opportunities for growth. Don't miss this episode... Episode Highlights: Jason and Ryan discuss carrier growth rates and contingencies. (5:10) Ryan mentions what’s significant about AP Intego’s platform. (6:57) Jason and Ryan share their opinions on when to utilize B2B platforms. (9:26) Jason mentions why every agency has their own fingerprint. (10:27) Jason explains how to build a balance sheet. (11:44) Jason shares what David explained to him about how agents try to build P&Ls when you should be trying to build a balance sheet. (11:32) Jason shares one of the things he realized from what David said to him. (12:12) Ryan

Writing small accounts may help you pay the bills, but, you'll never achieve wealth writing small accounts. In today’s episode of the Millionaire Insurance Producer podcast, host Charles Specht teaches you how to determine what size account you should prospect and how to be more successful at building a Book of Business. Writing small accounts may help you pay the bills but, you'll never achieve wealth writing small accounts. Episode Highlights: Charles shares a story about his conversation with an insurance agent, who has been very successful over the last 5 years getting lots of new clients. (2:06) Charles explains why producers should stop going after small accounts. (5:26) Charles mentions what the agency principle should not allow their producers to do. (12:53) Charles shares what could happen if you allow your producers to go after small accounts. (13:44) Charles teaches you how to set prospecting goals with your producers. (14:34) Charles explains what could happen if producers go after big

In this episode of Agents Influence podcast, host Jason Cass interviews Ryan Hanley, Founder and President of Rogue Risk. Ryan chats about figuring out his legacy, developing his agency into what it is today, and important lessons he’s learned along the way.  Episode Highlights: Does Ryan love to win or hate to lose? (6:10) Ryan chats about his rapid business growth. (9:26) Does Ryan consider his company an agency or a brokerage? (10:36) Ryan discusses affinity partnerships and the types of businesses he focuses on. (12:10) What did Ryan have to do in order to grow his business and hire employees? (13:01) What does Ryan’s agency look like today? (15:26) What is Ryan sick of trying to convince people of? (16:08) Ryan explains his approach to content marketing. (17:36) What’s something Ryan does to mentally escape from work? (20:28) Key Quotes: “What the industry tells us is there is a machismo to the chest thumping. Look how far I got by myself, right? Like, there's this sense of, you kno

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Justin Marks, Co-Founder and President of Quotehound. Justin discusses how leads can provide a consistent flow of predictable opportunities, but your agency might not be ready just yet. Find out what to have in place first so you can avoid common pitfalls and maximize your investment.  Episode Highlights:  Justin explains his background in the digital marketing space. (1:40)  Justin details the daily conversations he has about data analytics and algorithms. (5:00)  What kind of agencies does Justin primarily work with? (5:58)  Justin talks about the consumer experience and importance of lead management. (10:46)  How does Justin handle serving clients in different niches? (13:10)  What are some common pitfalls when it comes to leads? (15:50)  Justin shares his advice on how to create successful sales processes. (20:19)  Justin discusses what your focus should be during the follow up processes. (26:52)  How do yo

In this episode of Agency Freedom Podcast, James talks with Joe "Fraiser" Kampert, the VP of Sales for Redwood Agency Group in Austin, Texas.

In this episode of The Ryan Hanley Show, Ryan Hanley is joined by James Jenkins, CIC, CRM, CRIS, Founder of RiskWell Insurance. This is what happens when you hit record on a random conversation with James Jenkins... you're welcome. Episode Highlights: James mentions a cool thing about his conversations with Ryan. (6:56) James shares why Ryan’s approach on podcasts is different from his. (10:19) James explains the two opposing absolutes. (17:23) James shares one of the most significant things that emerging agents and tenured agents need to pay more attention to. (26:22) James shares the conversation he had with their Q3 quarterly prep yesterday. (39:11) James explains the beauty of having the right mindset. (47:10) James gives us fives steps that every agent should do to gain more growth opportunities. (57:35) Key Quotes: “This is the meat and potatoes of why I just love talking with you. Because, there is no black and white in this conversation. There is entirely shades of gray, there are nu

In this episode of the Millionaire Insurance Producer podcast, host Charles Specht explains how cold calling still works and it works very well for those who use the right script. Charles Specht will teach you what your script could be and how to effectively cold call in order to set more appointments with your prospects. Episode Highlights: Charles shares a poignant story from when he first got into the insurance business. (2:36) Charles mentions why being a debt collector on the telephone was one of the more difficult things he’s done in the business world. (3:48) Charles explains what a “C3” is. (8:39) Charles shares why leaving voice messages is necessary. (9:13) What’s one of the main reasons why insurance agents don’t get a lot of value out of the time they spend cold calling? (11:05) Charles explains how to create an impressive script when cold calling prospects. (14:25) What are the two things your script must contain to be successful? (19:10) Charles shares a strategy that can help yo

In this episode of Agents Influence podcast, host Jason Cass interviews Bryan Falchuk, Founder and Managing Partner of Insurance Evolution Partners, and Best-Selling Author of Future of Insurance. Bryan talks about his book and why mindset is a huge factor. Episode Highlights: Bryan shares what he has been doing since he’s written multiple books. (5:04) Bryan mentions what he realized after writing the book. (5:36) Bryan shares the opinions he received from some people about his book. (9:03) Bryan shares the interesting journey that’s been in investment. (12:24) Bryan explains why mindset is vital. (18:50) Bryan mentions the word hubris. (19:33) Bryan shares the big differentiator for an agent. (23:43) Bryan shares his experience of how the nature of work changes when a financial crisis happens. (28:44) Key Quotes: “There's better technology and worse technology but that's not really what matters because the best technology in the world is worthless if you're not going to use it right. If

In this episode of the Millionaire Insurance Producer podcast, host Charles Specht discusses the biggest problem insurance agents have. It’s not around prospecting or messaging. The biggest problem insurance agents have is their lack of success at getting their prospects to fire the incumbent agent in order to hire them. That is what this episode is all about.  Episode Highlights: Charles explains the process of competitive dethronement. (2:56) Charles shares how insurance is war. In sales, you either win or lose. (4:21) Charles explains how to get the incumbent agent fired, to get you hired. (9:19) Charles shares a story about speaking to an insurance agent, who sent him a message on LinkedIn. (11:43) What’s the second thing you want to do to get the incumbent agent fired? (13:30) Charles shares how to get the insured to realize that their agent hasn't fulfilled their services. (18:31) Charles explains another way of identifying significant problems that the insured has with their incumbent age

In this episode of Agency Freedom Podcast, James has a lively conversation with Jason Cass, managing partner of The Insurance Alliance and the Founder of the Agency Intelligence Resources Mentioned: Agency Intelligence AI Mastermind

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Nigel Walsh, Managing Director of Insurance for Google. Nigel joins the podcast for a fun and nerdy discussion examining the differences between digitizing your insurance business and building a digital insurance business. The distinction is larger and more impactful than you might think. Don't miss this epic conversation... Episode Highlights: Nigel shares the difference between digitization and digitalization. (11:09) Nigel shares why digitization is not a bad thing. (15:18) Nigel mentions some important points about digitalization. (19:32) Nigel shares how people have become more innovative during the pandemic. (20:45) Nigel mentions some really cool things he learned during his induction to Google. (23:49) Nigel shares how to earn someone’s trust and respect. (30:04) Nigel mentions the best advice he was given when he left university. (36:23) Key Quotes: “If we create a fully digitalized agency that customers aren't ready fo

Most insurance agents don't know how to clearly articulate their value or adequately differentiate themselves in their prospect's minds. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht explains how to best differentiate yourself with a written, objective, and strategic 12-Month Timeline of Services. Episode Highlights: Charles explains what should happen when you’re trying to get a prospect to schedule an appointment with you. (2:18) Charles mentions what most insurance agents do when they're in a meeting with a prospect. (3:31) Charles recommends the book called, Building a StoryBrand, by Donald Miller. (5:50) Charles mentions one of the most fascinating things about the book. (6:12) Charles shares how the timeline of services could get you more business. (8:47) Charles explains why differentiating yourself from the competition could be the biggest problem. (12:01) Charles explains the timeline of services in detail. (13:10) Charles shares a story about his

In this episode of Agents Influence podcast, host Jason Cass interviews Tara Kelly, President & CEO at SPLICE Software Incorporated. Tara talks about her expertise in programming and the services they have in the company. Episode Highlights: What has attributed to Tara’s success, skill or luck? (4:47) Tara shares her background. (6:23) Tara mentions the goal of her company. (8:19) Tara shares their platform and the services they offer at SPLICE Software Incorporated. (9:19) Tara explains how to utilize their system. (10:29) Tara shares how their system could be helpful to other agencies. (12:58) Tara shares a story about a test environment they set up. (20:08) Tara shares her thoughts on digital voice assistants. (23:21) Tara explains why some people don’t trust data. (27:13) Tara mentions why customer experience is about creating value. (37:07) Key Quotes: “I actually believe in luck. I think luck is a powerful thing. It's keeping your eyes wide open and setting your filters to let lu

In this episode of the Millionaire Insurance Producer podcast, host Charles Specht breaks down what those seven steps are and how you can do it, too! Episode Highlights: Charles mentions his book called, The Millionaire Producer. (1:49) Charles shares the first step: collect signatures and serve happiness. (3:00) What’s one of the most imporant and most expensive pieces of paper in the insurance business? (4:44) Charles walks us through the second step. (7:28) Charles details the third step: think bigger. (12:38) Charles shares the crucial fourth step in building your book of business. (15:17) Charles explains the fifth step: riches are in the micro-niches. (17:16) Charles mentions the sixth step. (21:17) Charles shares the final step, which is accountability. (26:40) Key Quotes: “Our clients need to be happy. They want to be joyful, they want to be satisfied, they would like to stay loyal, they want to be happy that they chose you. And so, we have to provide services that provide soluti

In this episode of Agency Freedom podcast, James talks with 30+ year industry veteran, Jerry Conrey, from Orange, CA.

In this episode of the Millionaire Insurance Producer podcast, host Charles Specht discusses how the Jack-of-all-Trades is dead. The "generalist" producer is a thing of the past. Insurance agents who become experts in a specific area (Micro-Niche) get more clients more quickly and win significantly more signed Broker of Record Letters. Episode Highlights: Charles shares a story about a man named Jack. (2:07) Charles explains what a micro-niche is. (2:55) Charles mentions the problem with being a generalist. (4:07) What would Charles recommend to insurance producers? (5:04) Charles shares the story of when he first understood the power of micro-niches. (5:16) Why are the riches in the micro-niches? (11:21) What’s something Charles often hears from the employee health benefits producers? (13:21) Is micro-niching about more than just types of accounts? (14:04) Charles mentions some of the factors that you need to consider when you first start exploring micro-niches. (24:54) Key Quotes: “The

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Ron Shroyer, VP of Sales at Aureus Analytics. Ron joins the podcast for a deep dive into data, DONNA, and why those who can harness data will rule the (insurance) world. This is a conversation you don't want to miss... Episode Highlights: Ron shares his career background. (6:59) Ron explains what Aureus Analytics is all about. (11:29) What did Ron find was unique when he first came to Aureus Analytics? (14:28) Ron shares how having access to influential people can really help with growth. (23:53) Ron explains what the sentiment score is all about. (26:43) Ron shares the difference between structured data and unstructured data. (36:56) Ron explains how DONNA works. (38:11) Ron mentions the most significant thing that they’ve processed within DONNA. (46:06) Key Quotes: “I love the industry. I mean, it is so well connected with the people... Just how the industry has an influence on what goes on with the rest of the world...every

In this episode of Agency Intelligence podcast, host Jason Cass interviews Scott Howell, CLCS, Agency Owner of iProtect Insurance & Financial Services, and Co-Host of The Insurance Guys Podcast. Scott talks about how he met Bradley Flowers and why communication plays a huge role in the insurance industry. Episode Highlights: Scott mentions what he really appreciates about Jason. (4:04) Does Scott listen to a lot of podcasts? (6:26) What has attributed to Scott’s success, skill or luck? (16:29) Scott shares his professional background. (24:27) How did Scott become institutionalized? (34:47) Scott shares the story of how he met Bradley Flowers. (37:38) What’s something that Scott learned in his business, that he didn't know in the past? (42:42) Scott explains why communication is so important. (43:41) Key Quotes: “I would say I love to win. I don't think much about losing, I just keep going every day, putting one foot in front of the other. I've always said that insurance is a lot like worki