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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The MVP Podcast: Bradley Flowers, Making Sure It’s a Good Fit
02/06/2021 Duración: 35minWe’re excited to announce that the first episode of The MVP Podcast, hosted by Mitch Gibson, on the Agency Intelligence Podcast Network is live! In this episode of The MVP Podcast, Mitch Gibson sits down with agency owner of Portal Insurance and co-host of the Insurance Guys Podcast, Bradley Flowers, to talk a little more about his path and the things he’s learned along the way from being a young agent, to growing a rapid growing start-up agency in Mobile, Alabama. Episode Highlights: Bradley shares his favorite hobby. (3:01) What are Bradley’s biggest motivators? (5:40) Bradley shares the characteristics he looks for in new agents. (9:43) Bradley explains the agency’s core values. (9:59) Bradley shares how their hiring process works. (13:03) Bradley mentions his YouTube series called, Making The Donuts. (16:01) Bradley shares the significance of having a personal brand. (24:53) If Bradley could spend 24 hours with anybody in the world, dead or alive, who would it be, and why? (31:51) Key
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Alex Low Explains Why A CRM Is Not Crap
01/06/2021 Duración: 39minIn this episode of Agents Influence podcast, host Jason Cass interviews Alexander Low, Head of Enterprise Strategy & Operations at Lately. Alexander talks about his approach in the insurance industry and explains what Lately is all about. Episode Highlights: What has attributed to Alexander’s success, skill or luck? (4:50) Alexander shares his background. (5:41) Alexander explains how to shift your mindset. (8:04) Alexander explores why Lately has been such a helpful product. (10:00) Alexander shares what B2B true relationships are all about. (15:38) What made Alexander write the article called, ‘CRM Is Dead, Long Live the CRM’? (19:26) Alexander shares a story about the CMO from IBM about 10 years ago. (25:25) Key Quotes: “You have to lose to win, though, sometimes. You ought to take the losses when you take them. As long as you learn from those losses and then build on that, then that should help the winning. I’m all about winning.” - Alexander Low “Businesses that start to understand tha
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The Blueprint on How to Modernize a Family Agency
28/05/2021 Duración: 50minIn this episode of the Agency Intelligence podcast, guest host Mike Crowley talks with Landon Bentham TRA, MBA, on how he successfully transitioned and helped modernize his father-in-law’s hometown agency one step at a time. For anyone that is frustrated with how your agency is set up, this episode will give you the blueprint on how to successfully move your agency forward to prepare for the future. Episode Highlights: Landon shares his background. (2:13) Landon mentions his father-in-law, Mark Rice. (3:44) Landon shares how he got his father-in-law involved in their promotional video. (11:53) Landon shares why evolution could propel us into the future. (22:43) Landon mentions how he approaches meetings with his staff. (28:53) Landon explains why redoing their website became an issue. (33:26) Landon mentions one of the things that his father-in-law said to him. (39:06) Landon gives a piece of advice to the loyal listeners. (43:22) Key Quotes: “Just thinking about how we interact with custo
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Agency Freedom: E4: Contractual and Physical Concerns
28/05/2021 Duración: 59minJames unpacks the super important area of contractual concerns as well as physical concerns. In this episode, you'll hear about: team member compensation, equity vs ownership, vendor protections, office planning and outfitting, critical incident response planning.
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RHS 102 - Brett Fulmer, on Building the Next Generation of Insurance
27/05/2021 Duración: 01h05minIn this episode of The Ryan Hanley Show, Ryan Hanley interviews Brett Fulmer, known as Broker Brett on social media, a true renaissance man in the insurance industry. In this epic conversation, we break down his career and why his path is quickly becoming more the norm, than the exception. Don't miss this episode... Episode Highlights: Brett shares his background. (6:11) Brett gives his thoughts on broker relationships. (16:55) Brett shares the future of agencies. (19:19) Brett shares some of the programs he created when the pandemic hit. (21:45) Brett explains how his team allows him to be a better version of himself.(25:16) Brett shares his career background. (25:54) How does Brett decide which types of projects he wants to be involved with? (34:38) Brett discusses the origins of his agency. (42:13) Brett mentions the mindset of being a leader. (51:53) Key Quotes: “I've actually got to a point where I don't even think about it as insurer tech and insurance anymore. It's sort of like fi
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Mom Series: Mothers Of Mastermind In The Month Of May
25/05/2021 Duración: 58minIn this episode of Agency Intelligence podcast, host Jason Cass interviews Vonda Copeland, CPIA, CWCU, Vice President of Operations Administration at Copeland Insurance Agency. Vonda talks about her approach in the insurance industry and her acquisition development. Episode Highlights: What has attributed to Vonda’s success, skill or luck? (14:48) Vonda shares how she got into the insurance industry. (15:43) Vonda mentions her very first role in the agency. (20:48) Does Vonda still utilize Quickbooks or does she prefer AMS? (22:36) Vonda shares how Jay’s vision has improved the agency. (24:08) Vonda shares how their acquisitions have developed. (27:37) Vonda explains how she manages acquisitions and growth. (30:35) Why does Vonda feel it’s important to utilize a calendar? (33:37) Vonda mentions why developing resilience is key. (40:36) Key Quotes: “You all have to remember that we work in risk management. We work with the knowledge that we have to provide a safe work environment. And, w
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Age of Indiependence: Where Do Your Top Performers Really Fit on Your S.W.O.T Analysis?
24/05/2021 Duración: 23minIn this episode of the Age of Indiependence podcast, host Katlyn Eggar discusses how to protect the strongest asset in your agency by eliminating threats that shake up your top performer's confidence, stretch them too thin, or leave them with an unclear vision. Episode Highlights: Katlyn mentions why some people are putting extra workloads on their top performers. (5:13) What is a top performer? (6:12) Katlyn shares why protecting the top performers, doesn't mean they’re not developing the underperformers. (7:21) Katlyn shares what it feels like to be a top performer. (8:38) What is the first threat to a top performer? (9:52) Katlyn shares a story of how she once lost a top performer. (10:02) Katlyn explains the second threat to a top performer. (13:26) Katlyn mentions the disc assessment they have at Quantum. (17:08) Key Quotes: “We have to understand that losing a top performer could be one of the largest threats to our agency. And our SWOT should include all the things that threaten t
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This Is a Business Decision, Not a Family Decision
21/05/2021 Duración: 48minIn this episode of Agency Intelligence, guest host Mike Crowley interviews Carrie Galvez Reynolds, Owner of Alan Galvez Insurance. It is never easy mixing family and business decisions but sometimes original or older generations just need to step aside. Carrie used a unique situation in her family agency to remove one of the parents from the agency. It was a business decision, not a personal decision. Sometimes you need to chalk it up to this is what is best for the business and here is why. Carrie tells in detail how she made that transition. Episode Highlights: Carrie shares her career background. (2:57) Carrie explains how ‘Insurance Goddess’ became her character. (9:13) Carrie mentions the bravest thing she has done. (14:25) What was the reaction of Carrie’s parents when she showed up as Cleopatra? (15:52) Carrie gives a piece of advice to the listeners to help motivate them to make those changes. (19:19) Carrie shares the problem she faced last year in the agency. (27:58) Carrie shares why
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Agency Freedom: E3: Social & Technological Concerns
21/05/2021 Duración: 01h01minJames unpacks the opportunities and threats that you'll face in the social and technological areas of your agency. In this episode, you'll hear about: Selecting your tribe, planning your high level social media strategies, building your ideal tech stack and planning for cyber liability and data breach events.
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RHS 101 - Cameron Tolman on Breaking Down the Barriers to Digital Transformation
20/05/2021 Duración: 49minIn this episode of The Ryan Hanley Show, Ryan Hanley interviews Cameron Tolman, MBA, Director of Business Development at Podium. Cameron joins the podcast to discuss exactly what Podium is and does, as well as how independent insurance agents can bridge the gap to digital transformation. This is an episode you don't want to miss... Episode Highlights: Cameron gives a short background on Podium. (7:31) Cameron shares their modern customer journey. (9:54) Cameron mentions why having brick and mortar is great for visibility. (14:12) Cameron shares the beauty of working from home. (18:31) Cameron mentions how Podium is trying to help businesses. (19:23) Cameron shares the ability to grow at scale. (26:18) Cameron gives a piece of advice to the listeners. (30:51) Cameron shares how many businesses are utilizing Podium. (41:30) Key Quotes: “We expect convenience. And, we expect to make well-informed quick decisions, and to be able to get what we want as quickly as possible. So, Podium’s vision a
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Erin Neill: Explains Growing Her Agency From 2011 - 2031
18/05/2021 Duración: 47minIn this episode of Agency Intelligence podcast, host Jason Cass interviews Erin Neill, Owner of Hanby Insurance. Erin goes in depth about how she acquired the agency and details her goals for the future. Episode Highlights: What has attributed to Erin’s success, skill or luck? (4:58) Erin shares her background. (6:37) Erin mentions how she was able to acquire Hanby Insurance. (10:24) Erin shares the first action she took after acquiring the agency. (12:10) What did Erin’s staff situation look like in the first three months? (16:33) What does Erin’s agency look like at present? (22:11) Erin shares her big focus for the agency. (27:19) Does Erin have plans to hire a COO? (29:26) Erin mentions why she’s grateful that she met Jason. (37:20) Key Quotes: “We're going to have a goal. I don't know what we're going to do to get to that goal, but we're going to get there and we're going to track it.” - Erin Neil “I've been trying the last two years to shift my focus from working in the agency to
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Age of Indiependence: We're Still Human... And Work Shouldn't Suck
17/05/2021 Duración: 58minIn this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Brad Shorkend, co-CEO of Still Human. Brad unlocks how to activate and energize humans, and shows the role EQ will play in the insurance world as technology continues to advance. Episode Highlights: Has Brad lived in South Africa his whole life? (3:44) Brad shares how his travels have been part of his research on human behavior. (8:55) Brad explains what Still Human is all about. (11:19) Brad shares his studies on human consciousness. (19:33) Brad shares what’s missing when it comes to communication. (32:50) Brad mentions the significance of verbal communication. (34:35) What makes work suck for Brad? (39:44) Brad shares how changing our interaction with clients can make an impact. (52:18) Key Quotes: “I think what people don't understand is culture is always being created, either because of us or in spite of us. And, what people also don't understand with culture, you get culture in the context of the way pe
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Remember The Truths - Challenges The Lies
16/05/2021 Duración: 20minThis is Cass...I was reminded lately of the big lies we tell ourselves in this business. So I went back and reviewed what I learned when this type of thing happened before. In this podcast, I share them with you. Loyal listeners already know them and always need to be reminded...as I was.
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Agency Freedom: E2: Operations and Building Your Framework
14/05/2021 Duración: 01h05minIn this episode, James unpacks the Operational component of your Agency Freedom Launch Plan. We go in to great detail on the key parts to consider as you are reviewing and setting up your operations from top to bottom. Visit https://www.riskwell.com/podcast to sign up for our Freedom Jumpers Email List and receive all of the links and downloads for resources useful stuff for your agency.
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Small Town Family Agency Becomes Agent Of The Future Award Winner
14/05/2021 Duración: 50minIn this episode of Agency Intelligence, James Castell joins guest host Mike Crowley. James talks about how he successfully joined a family agency by opening a new product division in their agency and within 10 years is awarded one of Liberty Mutual's agent of the year awards. Episode Highlights: James shares how he got into the insurance industry. (2:43) James mentions how the give and take with his father went. (8:39) James shares how he was able to turn a Medicare supplement agency into an agency of the future in less than ten years. (17:38) James explains what they created for Medicare clients. (21:43) James gives a piece of advice to those who can’t make a change in their family agency. (35:00) James mentions their long-term vision. (39:56) Which does James prefer, audiobooks or podcasts? (42:07) Does James prefer remote work or office work? (43:12) Key Quotes: “I think as things digitize and move forward, and people go that route and want simplicity and want all the ease, there's stil
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Ellie Platt: Discusses Agency Growth, Consistency, and Acquisitions
11/05/2021 Duración: 43minIn this episode of Agency Intelligence podcast, host Jason Cass interviews Ellie Platt, Owner of Platt Insurance. Ellie talks about her expertise in the nonprofit and the growth of her agency. Episode Highlights: What has attributed to Ellie’s success, skill or luck? (9:17) Ellie shares her background. (10:16) Ellie mentions how Kate has helped her in the insurance industry. (11:44) Ellie mentions her main niche in this industry. (14:28) Ellie shares the biggest challenge she’s faced. (15:03) Has Ellie thought about growing in commercial lines? (17:04) Ellie mentions what she has done on the nonprofit side. (23:48) Does Ellie see her son being in the insurance industry? (26:56) Ellie gives a piece of advice to the loyal listeners. (32:32) Key Quotes: “My background is nonprofit, it's still where my heart is. I mean, if you look at our agency, so much of where we spend our time and our network, and our referrals come from that nonprofit world. So, it's definitely something I'm interested
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Age of Indiependence: Here for Good- Legacy Agent Transitions from Captive to Independent
10/05/2021 Duración: 54minIn this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Emily Gerber Poe, Owner of Gerber Insurance & Financial Services, and Founder/Owner at Medical Claims Helper, Inc. Emily's visionary leadership style has led her multi-location agency to flourish in the independent world. Hear how she is successfully mastering agency acquisition, diversifying her portfolio, and recruiting from outside of the industry. Episode Highlights: Emily gives a short background of her agency. (3:02) Emily mentions the lesson she’s learned from her father. (7:41) What were some of the thoughts going through Emily’s mind when she purchased the agency? (9:40) Does Emily think that it's harder to be a captive agent or an independent agent? (17:10) Emily mentions how many locations she has. (26:33) Emily shares how she’s able to manage all three locations. (27:16) How can we have a better learning experience in the insurance industry? (32:14) Emily mentions what stood out to her about the agenc
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Andy Mathisen: We Are Going To Space And Taking Everyone With Us
07/05/2021 Duración: 51minIn this episode of Agents Influence podcast, host Jason Cass interviews Andy Mathisen, Co-Founder, and CMO of GloveBox. Andy talks about his approach in the insurance industry and what we should know about GloveBox. Episode Highlights: What has contributed to Andy’s success, skill or luck? (8:17) Andy mentions the last book he read. (8:32) Andy shares his background. (13:03) Andy shares how GloveBox was created. (17:52) Andy mentions how they work on the API. (22:00) Andy explains the main reasons why policyholders don't start an account with their carrier. (25:50) Andy shares what their web app does. (27:53) Andy explains what a “learned experience” is. (31:25) Key Quotes: “We're trying to bring everyone together, huddle everyone up... say, look, this is benefiting the distribution channel of the independent agent, and it's helping them service their book of business, and it's helping the policyholder have a better relationship with their insurance, which ultimately helps everybody: the a
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Agency Freedom: E1: Pilot and Origin Story
07/05/2021 Duración: 43minWe're thrilled to introduce a new series on the AI Podcast Network! Today, we bring you Agency Freedom Podcast, hosted by James Jenkins, Chief Risk Officer at Riskwell Insurance. In this pilot episode, James unpacks the mission for Agency Freedom Podcast. He addresses the question of why we're doing this whole thing and exactly what you can expect in the coming weeks and months. James shares his origin story in the insurance world and a brief recap of how he came to make his Freedom Jump to the Indy side.
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RHS 100 - Meg McKeen on How to Become the Person Your Prospects Want to Buy From
06/05/2021 Duración: 01h16minIn this episode of The Ryan Hanley Show, Meg McKeen, Founder and Chief Confidence Officer at Adjunct Advisors, LLC, joins the podcast for a conversation on sales, the insurance industry, and the power of developing your authentic voice. Meg is a tremendous resource for our industry and I know you're going to love this episode... Episode Highlights: Meg mentions how she maintains her composure. (10:22) Meg mentions why the competition in their industry is confusing. (15:43) Meg shares why every scenario that people could need insurance for is coming from a place of negativity. (16:50) Meg shares the main factor that a successful agent of the future has. (20:46) How does an agency principal allow someone inside their agency to have a personal brand? (24:12) Meg mentions why she agrees that the majority of decision-makers in their industry have hit their number. (42:05) What keeps producers from moving to an agency that excites them? (43:19) Meg shares why selling insurance has been entrepreneu