Agency Intelligence

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Cassidy Arbeli, podcast host of Unburden Your Business. Cassidy chats about agency life, entrepreneurship, and how agents can invest in themselves through ongoing education. Learn how to understand your money and where to meet other like-minded entrepreneurs.  Episode Highlights: Katlyn introduces Cassidy Arbeli. (1:27) Cassidy shares her experience working remotely with her team. (5:33) Katlyn shares the programs that they offer at Quantum Assurance International. (11:49) Cassidy mentions why learning and understanding money is vital. (13:50) Cassidy gives a short background of her program called, Agency By Design. (14:52) Katlyn shares why she loves being a woman in the insurance industry. (18:09) Cassidy shares a story about her popular mom blog. (21:01) Cassidy mentions why she likes the idea of residual income. (22:11) Cassidy shares her Facebook group called Female Insurance Agency Owners. (27:50) Key

In this episode of the Millionaire Insurance Producer podcast, host Charles Specht talks about the five things insurance producers do each week that will guarantee them success. Stay committed to these five things and you'll be well on your way to building a $1,000,000 or more Book of Business! Episode Highlights: Charles explains a problem that he sees with far too many producers. (2:42) Charles mentions what he would’ve done if insurance didn't work out for him. (8:57) Charles lists the five things that successful producers do each week. (10:29) Charles shares why sometimes he needs a kick in the pants. (11:16) Charles shares a story about a producer he’s been working with for quite some time. (13:27) How many phone calls should you be able to take in an hour? (15:27) Charles explains why the vast majority of insurance producers are not good at administration and data management. (17:43) Charles shares why ideal prospecting is like building a house. (22:15) Key Quotes: “I really hope you

In this episode of Agency Freedom podcast, James and Alison Jenkins share a candid and unfiltered conversation about the challenges, the thrills, and the lessons learned in the last 8 years of running two insurance agencies and making their Freedom Jump.

In this episode of the Millionaire Insurance Producer podcast, host Charles Specht discusses THREE things you absolutely need to get from your prospect if you decide to offer quotes, instead of being awarded a signed Broker of Record Letter on the current policies. Doing these three things will significantly strengthen your position to win, while not doing them is a dagger of death. Episode Highlights: Charles mentions why constructive risk exists. (2:55) What issues does Charles face, when working with insurance agents? (5:44) Charles explains why he needs to invest more in stocks. (8:03) Charles shares the three things you need to do to better position yourself. (12:37) Charles mentions why being micromanaged is very important. (16:24) Charles explains why it’s unethical to go through a quoting process with multiple agents. (20:51) Charles shares why precision is important to guarantee a business relationship. (23:09) Charles mentions what happens when you can't get those three things. (34:0

In this episode of Insurance In Your Words, an AI podcast series originally aired in 2016, host, Joey talks with Nate Waite about the work he's doing to bring this system closer to reality and the players in the process who aren't.

In this episode of the Millionaire Insurance Producer podcast, host Charles Specht teaches you exactly what you should say, and ask your prospect during your first meeting and -- specifically -- why you should ask for the signed BOR. Doing so tells you absolutely everything you need to know about your position in the process as well as how strong of a position the incumbent agent has with the insured. Episode Highlights: Charles explains why it’s better to ask for business during the first appointment. (2:33) Charles mentions one of the nice things about being a micro-niche. (3:42) Charles shares what you should find out from your prospect during the first meeting. (5:31) Charles mentions the type of questions you should be asking your prospect. (7:50) Charles shares one of the ways he shows a lot of value to his clients. (9:25) Why should you ask for the broker of record letter during the first appointment? (13:19) Charles mentions what happens when you ask for the broker of record letter befor

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Ryan Frank, pastor, publisher, and entrepreneur. Ryan documents his journey to opening his first insurance agency. Hear as he shares which leadership principles and team-building skills have helped him see success. Episode Highlights: Ryan shares his background in ministry and being a pastor. (6:32) Ryan shares what Kidz Matter is all about and his online school, Kidmin Academy. (8:40) Ryan explains the mission and the purpose behind Kidmin Academy. (11:19) Ryan mentions that he’s a big believer in finding good people, empowering them, and letting them go. (15:49) Ryan shares his number one tip in delivering a successful conference that people will come back to. (20:59) What made Ryan decide to build an agency? (30:30) Ryan shares some of the things that he’s been doing to network with other agents. (37:16) Ryan shares why the best leaders are the growing leaders. (40:31) Ryan mentions the significance of syste

In this episode of Agency Freedom podcast, James wraps up our foundational episodes with a discussion on the internal and moral concerns you should be aware of. Specific topics in the episode include: challenges created by your people, your processes and your production, and also how to conduct a 12-area threat assessment for your clients.

In this 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. (31:29)

In this episode of The MVP Podcast, Mitch Gibson goes solo to discuss why building your network is so important in this industry, along with discovering what processes work best for you as a producer. Not everyone has the same process, but we can all learn from what each other are doing. Episode Highlights: Mitch mentions why he loves using the analogies of baseball and insurance. (1:48) Mitch shares why building your network is the most significant factor in learning the products that you're selling. (5:49) Mitch shares why a lot of people want to work for an independent company, rather than a captive company. (8:58) Mitch mentions the two best relationships he has on the mortgage and real estate side. (10:44) Mitch shares how the Agency Intelligence Mastermind group has been beneficial for him. (13:05) Mitch explains how he changed the way he put the customers in his agency management system. (16:33) Mitch mentions what differentiates them from the other insurance agencies. (24:23) Mitch sha

In this throwback episode of Agency Intelligence, host Jason Cass offers up a solo podcast episode to address the four main goals that people want to align your business. He also shares the poll results of this question, the importance of merging your company’s sales culture and service culture to create a better customer experience.  Episode Highlights:  Jason Cass talks about Safeco ‘Agent for the Future’ study.  What was Ryan Hanley from Action is the Answer’s online post about? Do your actions align with your goals?  Jason defines the four core goals of your business.   Which was the most popular business goal in the poll: freedom, impact? Wealth, or notoriety?  You need to be a sales culture and a service culture, but you can’t silo it.  How are the two different types of people we can sell to?  If agents have an 88-90% retention then there is about a 10-12% chance of writing those clients.  Those that focus on selling based on price will be eliminated because customers have devices on their ph

We're so excited to introduce you to the newest series on the AI Podcast Network: the Millionaire Producer Podcast, hosted by Charles Specht, national sales director and keynote speaker.  Charles was a producer with a $1,000,000+ Book of Business, before starting a consulting company working directly with insurance buyers. Now, he’s taking over the podcasting world to give you tools to package your services in such a way that your prospects will fire their current agent and sign your Broker of Record Letter…during the very first appointment!  In this first 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

In this episode of the Age of Indiependence podcast, host Katlyn Eggar is joined by Justin Eggar, the CEO & Co-Founder of Quantum Assurance International. Late-night ramblings uncover Justin's superpowers, what Katlyn thinks of the biz dev messages in her inbox, and how we really feel about Tesla. Catch the bonus episode we threw in just for you, of our pre-episode promo on Facebook live with lots of great content directly following current events, leadership development, and insurance training tips. Thanks for hanging out with us- Cheers! Episode Highlights: Justin chats about their Virginia office. (6:15) Katlyn discusses her class in their Allen office. (8:20) Katlyn shares what she likes about reading the biz dev messages. (11:57) Justin mentions why he signed up for two cyber trucks. (14:18) Katlyn mentions their new course called ‘Managing Your Brand’. (18:48) Justin shares why he’s always excited about one-on-one meetings. (23:21) Justin shares their future plans for the agency. (25:16)

In this episode of Agency Freedom podcast, James discusses legal and regulatory concerns that are guaranteed to help you avoid getting sued or finding yourself on the wrong end of a letter from a state agency. Specific topics covered include: Best practice guidelines for documentation, disclaimers, becoming familiar with the standard components of an ISO insurance policy form and a lot more.

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Heath Shearon, a former Territory Sales Consultant for Encompass Insurance, who is now the founder of the Insurance Town Podcast, one of the fastest-growing podcasts in the insurance industry. Learn why he's known as the "The Mayor" and how Heath made the transition to a full-time podcaster. Don't miss this episode... Episode Highlights: Heath shares one of the things he does that a lot of people don't do. (12:05) Heath mentions the good thing about listening to different podcasts. (14:40) Heath mentions the most used word on Ryan’s podcast. (16:07) How does Heath feel about his career today? (17:59) Heath explains the huge problem he sees in the insurance industry. (22:35) Heath shares his career background. (24:28) Heath mentions why being in a small town fits his personality. (34:34) Heath mentions one of the biggest compliments he’s received. (38:14) Heath shares one of the things that he and his wife always say. (50:37)

In this episode of The MVP Podcast, Mitch Gibson sits down with Sean Kirby, CPIA, Insurance Agent at The Performance Group. Sean talks about his approach in the insurance industry and how The Performance Group Podcast became the connector of their community. Episode Highlights: What activities does Sean like to do outside of insurance? (3:55) Sean mentions what he learned about communication. (5:20) Sean explains his role at The Performance Group. (6:56) What’s the most difficult thing for Sean, being in the business? (8:53) Sean shares how The Performance Group Podcast turned into relationships and business. (10:49) Why does Sean think podcasts are an asset? (13:58) Sean explains some of the processes they have at The Performance Group. (17:42) Sean shares some of the struggles he’s had in the insurance industry. (22:50) Sean gives a piece of advice to the listeners. (27:00) Key Quotes: “I've learned a lot more from screwing that up, than I have by doing it the right way, and not making

In this episode of Agents Influence podcast, host Jason Cass interviews Laura Adams, financial spokesperson, speaker, and writer. Laura talks about her book entitled, Money-Smart Solopreneur and the classic problem that most salespeople face. Episode Highlights: What has attributed to Laura’s success, skill or luck? (5:01) Laura shares her background. (7:05) Laura mentions how she became interested in podcasting. (7:50) Laura mentions her book entitled, Money-Smart Solopreneur. (12:22) Laura shares the classic problem that many salespeople face. (16:54) Laura explains why starting a business is challenging. (21:02) What does Laura think about the future of her book? (25:41) Laura gives a piece of advice to the listeners. (29:10) Key Quotes: “Just because you don't have a job, doesn't mean you can't save for retirement, right? Doesn't mean you don't have benefits. You can create your own benefits package as your own self-employed person, which a lot of people don't realize.” - Laura Adams

In this episode of the Age of Indiependence podcast, host Katlyn Eggar discusses how to plan your most intentional results yet and how to use a documented process to achieve the big wins that are most important to you this year. You'll learn how to map your processes by deciding WHO is going to do WHAT, WHEN, and HOW you want them to do it. Episode Highlights: Katlyn shares the most important responsibility within an agency, as a business owner. (3:00) What is process mapping? (3:52) Katlyn mentions why the topic of process mapping is vital. (6:16) Katlyn breaks down what it will cost you to put this into practice. (7:27) Why should business owners create new processes for their agency? (9:14) Katlyn gives us the first step to mapping processes. (11:11) Katlyn shares the six types of process ideas. (12:18) Katlyn shares how to create the process using the method she created. (18:56) Key Quotes: “Getting these processes in place first means that you'll have far more success with your VAs an

In this episode of Agency Freedom podcast, you'll hear about: - Innovation both inside your agency and how you relate to the marketplace - Innovation in your sales process and Channel Partner relationships - Innovation in how you steward your client relationships - Financial best practices and how to better get a handle on understanding your numbers - Environmental concerns and how you can optimize your physical space to promote mental and wellness.

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Matthew Sutika, Chief Insurance Officer and Ryan Letzeiser, Co-Founder and CEO of Obie. Matthew and Ryan join the podcast to talk about power mergers, partnerships and changing the way independent insurance agents find coverage for rental property owners. Don't miss this episode... Episode Highlights: Matthew mentions why Ryan Hanley is the coolest guy in insurance. (6:16) Ryan shares his insurance background. (8:59) Matthew shares the process they’ve built for Obie. (18:42) Ryan shares the benefit of designing policies from the consumer side. (24:11) How does Ryan manage variables that have traditionally been disqualifiers? (27:22) Ryan explains the admitted products process. (29:29) Matthew mentions their main focus. (31:40) Matthew shares what they’re currently working on in the company. (36:56) Matthew and Ryan give some advice to the agents who are listening. (42:33) Key Quotes: “I wanted Obie to be in every brokerage.