Agency Intelligence

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Joshua Warren, M&A Advisory Practice Leader at the ABD Team. Joshua talks about the agency and how the private equity sector has become huge. Episode Highlights: What does Josh attribute his success to? Skill or luck? (9:18) Joshua shares his background. (17:28) Joshua tells us the origin story of the ABD Team. (20:59) How is Joshua involved in transferring risk in this industry? (22:45) What exactly is a private equity firm? (23:10) How has insurance adapted to the needs of very sophisticated buyers? (25:07) Joshua explains how to apply insurance to the strategic needs of clients. (27:50) How does rep and warranty insurance work? (30:32) Joshua explains why private equity is more successful than ever before. (34:15) Joshua discusses the underwriting process. (44:56) Key Quotes: “I hate to lose because when I lose, I dissect it, think about it, rehash it and do a look back over every decision I’ve made to

In this episode of the Age of Indiependence podcast, host Katlyn Eggar discusses all things content. When she’s not podcasting, she’s in the content creation zone! Hear what she has tackled lately in sales onboarding, machine learning, and strategic client care. Episode Highlights: Katlyn gives a little background on Quantum Assurance International. (4:53) Katlyn talks about her role as Director of Education. (6:08) Katlyn shares some of the projects that she’s been working on. (8:40) Why is Katlyn so passionate about sales? (8:57) Katlyn shares what it was like working with the education team at Quantum. (9:48) Katlyn gives insight on two things that need to be done differently.(10:49) Katlyn discusses what to do if your sales managers are stretched too thin. (13:58) What’s the best way to introduce yourself to a new prospect? (17:25) Key Quotes: “Podcasting is something that I do as an opportunity to meet new people, and to be an active, positive contributor in the independent agency s

In this episode of the Agency Intelligence podcast, guest host Mitch Gibson interviews Sean Kirby, Insurance Agent at The Performance Group. Sean is a young insurance professional at the age of 25. Sean is hustling with his local podcast, providing insurance and financial services, along with leading his young team of insurance agents at The Performance Group. Episode Highlights: What has attributed to Sean’s success: skill or luck? (6:01) Sean shares his background. (14:14) Sean gives a little background on the multiple businesses he owns. (19:53) How did Sean overcome his insecurities as a young agent? (23:22) Sean explains why it’s important to be passionate about your work. (27:01) Sean gives a little background of The Performance Group Podcast. (31:17) Sean mentions how he was introduced to IAOA. (34:12) What are some tools that Sean recommends for editing? (39:31) Key Quotes: “I'm trying to learn how to transition these young boys, young women, young wrestlers to learn that loss is

In this episode of The Ryan Hanley Show, Ryan chats with James Altucher, a modern era Renaissance man. His podcast, The James Altucher Show, is listened to by millions of people every month, his books sell millions of copies around the world, and somehow despite all of his success, remains curious and driven. James has figured out how to skip the line, and today he shares his experience in relatable ways every insurance professional can put to use immediately. Episode Highlights: James shares the importance of authenticity. (6:00) James explains the difference between perception and reality. (11:44) James tells us why every person should have their own insurance profile. (16:27) James discusses how business models change in insurance. (19:48) What is an ‘idea exponential’? (30:12) What do all good interviewers have in common? (38:11) James shares why zoom for podcasters is not ideal. (46:46) Key Quotes: “I always say the things that I think will help the most people. I always wanted to be

In the second episode of Book 4 of the Explain This Book To Me podcast, host Josh Lipstone sits down with co-author of The Visual Sale, Tyler Lessard. They discuss Tyler's journey into the world of video, how the evolution of buyer behavior has changed and how to use video during the awareness stage of the buyer's journey. We also hear about a conversation that Tyler had with his son when he began writing the book. Episode Highlights: What does Tyler attribute to his success; nature or nurture? (2:41) Tyler mentions his definition of connection. (3:52) After his first discussion with Marcus, Tyler discusses the goals they set for the book. (5:53) Tyler shares a story about his son, Alec. (8:21) What are Tyler’s Four E’s of video? (11:53) Tyler shares why he included home insurance as part of the video. (15:14) What are some best practices for recording a video? (17:25) Tyler shares what business owners must do before they start creating a video. (27:35) Tyler mentions the five styles of educ

In this episode of the Agents Influence podcast, host Jason Cass interviews Paul Gaglioti III, CIC the CEO and Founder of Harbor.AI. Paul talks about their approach in the insurance industry and what Harbor.AI is all about. Episode Highlights: What has attributed to Paul’s success: skill or luck? (14:21) Does Paul think that insurance is a great industry? (23:36) What are Paul’s goals as a tech-enabled digital wholesale intermediary? (27:04) What is Harbor.AI? (29:26) Paul walks us through their appointment process. (32:04) Paul highlights some of the features his app offers. (33:30) Paul explains the focus of his business. (36:46) Key Quotes: “You have to be on top of how products shift and evolve. That, in itself, is something very complex. There's a lot of great trading partners in the space that can help you do that.” - Paul Gaglioti “I believe that luck is where preparation meets opportunity, right? So, I think that's a combination factor. You unlock everything with time and dedicati

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Ty Harris, the CEO & Co-Founder of Openly. Ty shares how his insurtech is creating beautifully simple insurance products that are right for the client. Hear why he rejected the Direct-to-Consumer model and how their 8-second-bindable-quote empowers agents, instead of replacing them. Episode Highlights: Ty gives us a little background on his company. (6:25) What motivated Ty to start Openly? (8:09) Ty breaks down the components of their product. (10:54) How does Ty set his clients up for success? (24:22) How does Openly help solve pain points? (29:44) What does the future look like for risk evaluation? (33:04) Ty talks about the team culture at Openly. (37:19) Ty explains his interview process. (38:37) Key Quotes: “When we launch other products down the road, we are dedicated to the simplicity, openness and transparency of the product, as we continue to expand.” - Ty Harris “What we're hoping to do is to fr

In this episode of the Agency Intelligence podcast, guest host Mitch Gibson interviews Ben Zimmer, CRIS, CAWC, the Founder, and CEO of Ethos Insurance & Risk Management. Ben talks about his approach in the insurance industry and why hustling has been his passion. Episode Highlights: What has attributed to Ben’s success, skill or luck? (9:08) Ben mentions why the independent insurance agent is the greatest connector there is. (14:49) Ben shares the real agent experience and explains what the word hustle entails. (19:35) Ben mentions why hustle is a passion. (20:02) Does Ben feel that being a collegiate athlete has given him an avenue and a platform (23:36) Ben shares the biggest difference in separation between him and the competitors in his community. (25:50) Key Quotes: “Ultimately, it's about adding value. I don't want to miss out on an opportunity because I wasn't prepared and I think that just comes from a lot of mistakes. I would say hard work more than luck just because I guess I've been

In this episode of The Ryan Hanley Show, James Jenkins, the founder of RiskWell Insurance, joins the podcast to discuss insurance technology decision-making, how to pick a niche market, and the best way to choose your carrier mix. This is an episode you don't want to miss… Episode Highlights: James shares why he likes doing feature requests. (17:09) James mentions his responsibility as the business owner. (18:16) James shares how he came up with the happy hour announcements. (22:28) James mentions a platform called High Level. (24:53) What could happen to the small commercial, five years from now? (32:13) James shares why the gap between the generalist and the specialist will grow. (32:36) James shares the other niches that he has lined up. (41:18) James mentions his philosophy on carrier experts. (47:10) Key Quotes: “I am your best client and the biggest thorn in your side. Because when you do something cool, man, I think that's really cool. And I'm going to talk about it a lot. I'm going

In the first episode of Book 4 of the Explain This Book To Me podcast, host Josh Lipstone, begins his discussion with co-author of The Visual Sale, Marcus Sheridan. They discuss the six types of videos that you need to produce for your business, how to find & hire a videographer, and how to get buy-in from your team on embracing video. And you'll find out what Marcus' favorite book of all time is. Episode Highlights: What does Marcus attribute to his success, nature or nurture? (2:21) Marcus mentions the Visual Sale website. (4:05) Why does Marcus believe that an organization is a media company over a sales organization? (8:17) Marcus shares why you need a videographer more than a salesperson. (9:21) What is the difference between videos that are used for sales and videos that are used for marketing? (12:57) How does the sales team integrate video into the sales process? (19:46) Marcus mentions where the 80% video comes from. (19:52) Marcus shares his opinion on the “About Us” video. (28:28)

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Joe Kampert, the Vice President of Redwood Agency Group. Joe talks about his approach in the insurance industry and why business owners must look into their ROI. Episode Highlights: What has contributed to Joe's career, skill or luck? (8:13) Joe shares the origins of his insurance career. (16:22) Does Joe’s agency handle personal or commercial insurance? (19:42) Joe explains why business owners must look into their ROI. (24:02) Joe discusses his agency’s virtual groups and events. (30:04) Joe tells us why he’s a big believer in collaboration. (33:36) Joe explains the “house of dreams”. (38:37) Key Quotes: “I don’t hold anything back. I’m always trying to help in bringing agents together, because I think collectively we can change this industry. I think we’re starting to. We’re on this trend that 10,15, 20 years from now...You know, I’ve always said it’s better to be at the top of the mountain together versus bei

In this special anniversary edition of The Ryan Hanley Show, we break down all the things that worked in year one of Rogue Risk. We talk carrier partnerships, technology stack, staffing, shout-outs, and content strategy. This might be the best insurance podcast in the history of insurance podcasts... maybe. Episode Highlights: Ryan talks about how Rogue Risk is just getting warmed up. (2:48) Ryan shares one thing he was able to do that most startup agencies are not. (6:12) Ryan gives a shoutout to five carriers. (6:25) Ryan mentions why you must take every appointment that you can get if you’re new to the business. (10:35) Ryan shares how Rogue Risk has been, from a technology standpoint. (14:54) Ryan mentions one of the pieces of Rogue Risk that has worked incredibly well. (51:28) Ryan shares how to create video content. (57:33) What are some of Ryan’s long term strategies? (1:03:09) Key Quotes: “The idea of taking the best of what we have in our industry from a digital standpoint, and

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Patty Lares, the CEO of AA Lares Insurance Services. Patty shares how she built her agency from scratch and how they are still seeing success 21 years later. Learn how to layer on new team members strategically, 3 things to know about marketing, and why we want to help people find an insurance career by design and not by accident. Episode Highlights: Patty gives a little background about her team and her agency. (5:17) How has Patty’s agency grown over the past 20 years? (7:02) Patty shares how she’s developed her business using the power of threes. (9:46) Patty gives insight on her social media branding strategies. (11:32) Patty shares how in-office promotions have boosted team morale. (14:10) How does Patty streamline roles within her agency? (16:17) How does Patty’s customer service team feel about cross-sales, upsells, and rounding out accounts? (25:26) What is Patty’s advice for those considering careers in

In this episode of the Agency Intelligence podcast, guest host Mitch Gibson interviews Michael Lewis, the President of Archbold and Lewis Insurance Inc. Mike talks about his career in the insurance industry and how he utilized technology to be successful in the industry. Episode Highlights: Mike shares his background. (9:52) Did Mike ever have any type of thought that he may or may not like the insurance industry? (12:07) Mike shares the biggest changes in their agency. (13:56) Mike shares what he hears on the captive side and the independent side. (18:06) What brought Mike’s passion to what he’s doing? (21:58) Mike mentions why he brought his son into the insurance industry. (23:04) Mike shares his process in creating content. (30:48) Key Quotes: “To anybody out there, let them start branding themselves, let that content get out there because the old way is gone. Everybody's sitting at a stoplight right now looking at their phone, sometimes right when they're rolling down the road. So, that'

In this episode of The Ryan Hanley Show, Nick Jordan, founder of ContentDistribution.com and the ClusterAI platform, joins the podcast for one of the nerdiest marketing episodes in the history of this podcast. It's amazing... you're going to love it (and learn something). Episode Highlights: Nick shares his background. (7:17) Nick gives an insight into the conversation around organic searches. (10:18) Nick shares why the opportunities around SEO are bigger than you might think. (14:49) Nick mentions the problem that most businesses have or most business owners feel. (15:03) Nick explains the funnel. (17:35) Nick shares a summary of what ClusterAI does. (26:23) Nick mentions why content velocity is the main thing to do. (28:19) Nick explains the Youtube embeds. (34:16) Key Quotes: “When you're leveraging backlinks to drive a particular outcome, what you're doing is you're praying to the Google gods. And if something goes wrong, you're praying again, because there are too many variables to d

In this episode of the Explain This Book To Me podcast, host Josh Lipstone, provides the roadmap for the upcoming episodes for Book 4, The Visual Sale. The Loyal Readers will be prepared for what is to come, be able to purchase a copy of the book in advance of the first episode and follow along each week as we tackle the book together. Resources Mentioned: The Visual Sale Tyler Lessard: The Goal is To Own The Question A Masterclass in Communication with Marcus Sheridan

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Jeff Roy, the CEO of Excalibur Insurance Group. Jeff and Jason tackle everything that business owners should know, including the answer to this question: "Jeff, what is one thing you are doing today that you were not doing 10 years ago?" Take a listen to find out his answer! Episode Highlights: What has attributed to Jeff’s success; skill or luck? (10:37) Jeff shares his background in science and how he found his way into business. (11:55) Jeff shares good business owner practices. (16:35) What has been different about what Jeff does today, versus 10 years ago? (21:27) Jeff mentions how the law of attraction has helped him. (27:41) Jeff shares a story about Mike Stromsoe’s event that he attended. (30:48) Jeff shares details on a concept he’s currently working on. (33:39) What's the number one way that Jeff gets business into his agency? (35:42) Jeff discusses lead quality in the age of Covid. (38:00) Jeff shares

In this episode of the Agency Intelligence podcast, guest host Mitch Gibson interviews Ryan Mahoney, an Insurance Agent at Goosehead Insurance. Ryan talks about his career in the insurance industry and understanding the avenues for creating content for social media. Episode Highlights: Ryan shares his background and his career in the insurance industry. (12:09) What was the biggest obstacle that Ryan had to overcome? (14:46) Ryan shares one of the biggest benefits that his company had. (14:59) Ryan mentions their retention rate. (15:37) Ryan shares one of the elements that reminded him of Gary Vee. (20:50) Ryan shares the short-term and the long-term game of creating content for social. (23:11) Why is it important to be authentic in content creation? (39:34) Ryan gives pieces of advice on editing video content. (43:39) Key Quotes: “It's better to be lucky than good. But for us, we're very intentional about what we do on a daily basis, whether that's content or prospecting, or anything. So,

In the latest episode of the Ryan Hanley Show, host Ryan Hanley interviews Jennifer Linton, the Founder, and CEO of Fenris Digital. Jennifer joins the podcast to talk about the often misunderstood superpower of data…MORE SALES. Jennifer also talks about the impact of embedded insurance and how her company is competing with data giants to deliver data resources downstream to retail agencies and start-ups. Episode Highlights: Jennifer shares her background. (11:54) Jennifer mentions what embedded insurance is. (13:57) Jennifer shares why she considers embedded insurance a game-changer. (19:45) Jennifer mentions the huge issue for their agency. (31:20) Jennifer gives a little background about their data and system complexity. (32:27) Jennifer mentions the reason why they have broad data. (34:45) Jennifer shares how most of their API's function. (36:26) Where does Jennifer’s agency data come from? (45:25) Jennifer shares one of the next products they’re going to launch. (55:20) Jennifer shares

In this episode of the Agents Influence podcast, host Jason Cass interviews Kate Bradley Chernis, the Co-Founder and CEO of Lately. Kate talks about how to utilize Lately in your social media accounts and how it could help your agency. Episode Highlights: What has attributed to Kate’s success, skill or luck? (6:59) Kate mentions what she learned from her radio career. (8:59) Kate mentions how she started her first company. (11:32) Kate shares a story about her Walmart project. (12:34) Kate mentions the idea behind Lately. (16:05) What’s the DNA of every marketing and sales message? (16:20) Kate mentions the LinkedIn video publishing they released. (22:57) Kate shares how to utilize hashtags. (25:17) Key Quotes: “I was incapacitated because I wasn't listening to my own body for a long time. It helped really perpetuate me into where I am now and to be an entrepreneur. It took going all the way down into being in substantial pain to get that message. Now I know that when I feel an instinct th