Agency Intelligence

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Bobby Touran, the CEO of Pathpoint. Bobby breaks down startup culture, how his team is solving big problems in the commercial insurance world, and what your team is really thinking when it comes to cyber insurance. Episode Highlights: Bobby shares his background. (2:08) What are some of the things that Bobby does for fun when he’s not working? (4:47) Bobby gives a little background about Pathpoint. (8:58) Bobby shares what he learned from the commercial insurance industry. (10:57) Bobby mentions one of the inefficient segments of commercial insurance. (13:46) Bobby shares why history is a good indicator for the insurance industry. (18:50) Bobby shares what to do if you want to quote cyber on every account. (26:05) Bobby mentions why the key user of their solution is the CSR. (36:01) Bobby mentions the main goal of every insurance agency. (52:24) Key Quotes: “What we do as a company is we enable a faster, mo

In this episode of the Agency Intelligence podcast, guest host Mitch Gibson interviews Brian Blakely, the director of property & casualty insurance at Stonebridge Insurance and Wealth Management and host of The Good Life Small Business Podcast. Brian talks about what he learned from Bradley Flowers and how he started a podcast. Episode Highlights: Brian shares the best things to do in Kearney, Nebraska. (2:40) What has attributed to Brian’s career, skill or luck? (9:38) Brian shares his background. (13:32) Brian mentions what he’s currently working on with his podcast. (24:08) Has Brian seen any success that’s helped him grow as an agent and with his podcast? (31:19) Brian shares why podcasting is something that he’s passionate about. (38:51) Brian mentions what he’s trying to accomplish this year. (40:06) Brian shares a story about his first conversation with Bradley Flowers. (47:34)  Key Quotes: “I trust everybody in here and I don't need to look over my shoulder. We've all got the clien

In the latest episode of the Ryan Hanley Show, host Ryan Hanley interviews Josh Braun, the Founder of Sales DNA. The Master Guru of cold email prospecting, (and all things sales), Josh Braun, explains why we don’t get the response rate on cold outreach we should be and what to do about it. Episode Highlights: Josh mentions why salespeople will typically work with him. (17:50) What has been one of the huge obstacles right at the beginning for Josh? (19:26) Josh shares the best way to understand the customers. (21:47) Josh mentions why he would highly recommend interviewing five or six customers. Why does Josh prefer shorter emails? (26:25) Josh mentions the two factors that your prospect wanted. (31:27) Can Josh define their superpower and show them in a way that they even have a problem to begin with, and allow them to make the connection? (33:28) Josh shares a story that happened several years ago with his wife when he saw a U-Haul. (40:39) Josh shares a story of a man named, Dale Dupree. (46

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Craig Wiggins, the President, and CEO of Craig Wiggins Coaching and Consulting. Craig talks about his career in the insurance industry and shares a turning point in his life that completely changed the way he approached his business. Episode Highlights: What has attributed to Craig’s success, skill or luck? (7:42) Craig shares his background. (9:41) What does Craig’s agency currently look like? (12:06) Craig shares how the first 18 months of his career in the industry went. (14:12) Craig mentions the turning moment of his life, back in 2008. (15:02) How did his most unforgettable moment make an impact on his life? (22:11) Craig mentions his self-reflection and realizations in life. (23:45) Craig shares why the employees' accountability is the most difficult part. (24:56) Craig shares how they evaluate during an interview. (29:00) Craig mentions their comp plan and tiered comp plan. (35:36) Craig shares about h

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Amanda Mapp, MBA, the Education Manager at Quantum Assurance International. Amanda discusses what we've learned about training new employees, how we feel about video content, and what keeps your new sales professionals in the game. Episode Highlights: What does Amanda’s daily life look like? (5:59) Amanda mentions why she loves the training and development that are going digital lately. (6:44) Katlyn begins the pop quiz questions for Amanda. (7:22) What was it like for Amanda before she branched over into the instructional design aspect of insurance? (10:01) Amanda mentions the huge part about the leadership development program. (10:09) Amanda shares her onboarding experience. (12:14) What were some of Amanda’s favorite projects that she worked on? (15:22) Amanda mentions why education and leadership correlates. (23:23) Amanda shares one of the benefits of videos. (32:46) Amanda mentions one of the common pit

In this episode of the Agency Intelligence podcast, guest host Mitch Gibson interviews Todd Saylor, the President and Owner of PayServ Systems. Todd talks about understanding work-life harmony, the significance of being passionate about the insurance industry, and mastering the five T’s. Episode Highlights: Mitch mentions Todd’s book entitled, Wired Differently. (4:03) Todd shares an interesting fact about losing and being decisive. (8:09) Todd shares about work-life balance and his message to the listeners. (12:36) Todd mentions the best accomplishment that 2020 did for them. (20:12) Todd shares what he wants the people to learn from the work-life harmony. (25:02) Has Todd’s passion always been to be an entrepreneur? (26:23) Todd mentions why you need to know who you are to be able to become who you want to be. (34:13) What can Todd do as a person to help him become the best version of himself? (38:01) Todd shares the significance of owning his brand. (49:00) Todd shares the five T’s. (50

Nancy Duarte, communication expert and strategist to some of the most influential CEOs in the worlds explains how to create persuasive stories using data.

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Billy Williams, Ph.D., CEO of the Williams Family Investment Group, and the President of Inspire a Nation Business Mentoring. Dr. Billy Williams talks about goals and sales processes and understanding what calendar blocking is all about. Episode Highlights: Dr. Billy Williams shares his background. (7:54) How did Dr. Billy Williams learn to play golf? (14:49) Dr. Billy Williams shares why every agency should have a set standard that they recommend to their customers, a minimum recommended coverage standard. (22:41) Dr. Billy Williams mentions his goal in the sales process. (27:05) Dr. Billy Williams shares the elements in understanding the calendar blocking. (34:06) What made Dr. Billy Williams decide to enter the military? (56:49) Dr. Billy Williams shares a story about his conversation with Jason and Travis. (59:24) Dr. Billy Williams mentions the book The Compound Effect, by Darren Hardy and Can’t Hurt Me, by Dav

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Heath Shearon, Sales Consultant and host of Insurance Town podcast. The Mayor joins us for an unscripted update on what's new in the insurance world and what we can learn from the rise of reality shows in the insurance world. Episode Highlights: Katlyn shares her first episode with Jason Cass on Agency Intelligence and how she met him. (6:54) Katlyn mentions the great aspect of having a podcast. (11:03) Heath shares how he was named “The Mayor” and how Insurance Town Podcast was created. (12:47) Heath mentions what he learned early on in his career. (14:18) Katlyn shares why agents are more connected these days. (26:40) Katlyn mentions the latest trends in creating better content. (35:28) Heath shares what he loves about LinkedIn. (44:22) Key Quotes: “I think it drives that even further in the big fish, small pond thing. I think podcasting is becoming its own thing to where you could be a big fish in that smalle

In this episode of the Agency Intelligence podcast, guest host Mitch Gibson kicks off a six-part miniseries by sharing a little about himself, the benefits of learning from agencies and agency owners, and what he has in store for the loyal listeners.  Episode Highlights: Mitch shares his background. (00:53) What’s the reason Mitch is interested in learning about agencies and agency owners? (1:31) Mitch shares what HRM Insurance is all about. (2:55) Mitch shares a little background about his family. (3:26) Mitch mentions the conversations he had with his mentors. (6:17) Why does Mitch want to be in the insurance industry for the rest of his career? (10:17) Mitch shares the time when he decided to start trying to find ways to add value to his community. (25:11) Key Quotes: “I needed to kind of grow up a little bit and give yourself a chance to make sure you're successful for your family and give them the food on the table that they need and just be in that family guy. So, I thank the Lord for

In this episode of The Ryan Hanley Show, Two-time World Series Champion, Todd Stottlemyre, joins the podcast to discuss his new book, The Observer: A Modern Fable on Mastering Your Thoughts & Emotions. While the book and the concepts and tactics contained within it are excellent, this conversation goes even deeper in ways we could have never expected. You’re going to love this… Episode Highlights: Todd shares about his success. (7:42) Todd mentions the difference between sports and business. (8:53) How does Todd get people aligned? (13:45) Todd mentions what’s unique about a sports team. (14:06) How was Todd able to pull himself together and focus when he needed to? (22:21) Todd shares his routine to get in the zone. (24:37) Todd mentions the essential functions he needed to be able to perform daily. (27:41) Todd mentions his mindset on preparation. (30:30) Todd mentions the significance of starting your day with yourself. (41:16) Todd explains what the seven-day challenge is all about. (4

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Jay Mueller, the President at Camargo Insurance Agency, Inc. Jay talks about how he got into the insurance industry and the four steps to transformative change in business and life. Episode Highlights: Jay shares his background. (9:31) How did Jay get into the insurance industry? (17:03) What is Jay’s plan this summer? (21:43) Jay shares a little about his children. (26:38) What are the four steps to transformative change in business and life? (31:31) Jay explains the vivid vision process. (32:25) Jay shares the difference between a mentor and a coach. (36:09) Jay shares his thoughts through the lens of an insurance agency that applies to any business. (37:29) Key Quotes: “In every challenge, you see an opportunity, and you can't help yourself, but act on it. Well, you're gonna have some failures, but you're gonna have some successes, and people are not afraid of that failure. They find the success wherever they

In this episode of Agents Influence Podcast, host Jason Cass interviews Kevin Ring, CWCA, MWCA, Lead Workers’ Compensation Analyst at Institute of WorkComp Professionals. Kevin talks about how he got into the insurance industry and his knowledge and expertise in workers' compensation. Episode Highlights: What has been the biggest key to Kevin’s success? (6:41) Kevin shares his background. (10:09) Kevin shares what he likes about workers' comp. (14:27) Kevin mentions what the work mod sheet is all about. (20:52) Kevin shares the two studies he learned from Hartford. (26:05) What’s the role of Kevin’s Company? (36:21) Kevin shares what he’s currently reading. (38:33) Key Quotes: “I think that the producers we work with work really hard to avoid losing, when you start talking about qualifying prospects and not getting yourself knee-deep in opportunities that you don't have a really high probability of winning.” - Kevin Ring “Mistakes happen all the time in the premium audit and that leads to t

In the latest episode of the Ryan Hanley Show, host Ryan Hanley interviews Steve Lekas, the Cofounder and CEO at Branch Insurance. Steve talks about what led him to love the insurance industry and shares three insights on creating real value for consumers. Episode Highlights: Steve shares why the mutual should have been the perfect insurance model. (7:00) Steve mentions what led him to love the insurance industry. (14:32) Steve shares his background. (16:34) How did Steve come up with the name for his agency? (19:31) Steve shares the three insights that led him to start an agency. (22:12) What makes Branch different from any other agencies? (26:33) How was Steve able to piece it together, when everyone else has not been able to? (35:19) Steve mentions what has been fascinating and exciting for their agency. (36:53) What does the future of working with independence look like for Steve? (52:44) Key Quotes: “Part of how we built this idea of community is with some real product innovations,

In this episode of Agents Influence podcast, host Jason Cass interviews Rob McCarthy, an Executive Lines Broker at Risk Placement Services. Rob talks about the benefits of finding your niche and what brought him to Risk Placement Services. Episode Highlights: Rob shares his background. (7:21) How did Rob get to where he is now? (12:15) Rob shares when he discovered that he had a niche in the contractors’ side. (16:00) Rob shares the time when he left the agency in December or 2019. (17:56) What does Rob think that’s holding people back? (25:52) Does Rob work with the executive lines? (32:21) Rob shares the books that he’s currently reading. (36:18) What’s Rob currently watching? (38:34) Key Quotes: “I would say it is a bit of luck that I connected with the people that I did, which helped me get to where I am. But it is the skill in the work that really lets you make those connections and skills, you just got to do the work. So, definitely a mixture of both.” - Rob McCarthy “Understanding

In this episode of the Age of Indiependence podcast, host Katlyn Eggar shares the Top 5 Things she learned about sales and how sales are the key that unlocks everything in your business. Episode Highlights: Katlyn shares her interview with Dr. Billy Williams. (2:19) What’s Katlyn’s commitment to her listeners? (4:41) Katlyn mentions why Ryan Hanley’s podcast episode inspired her to do a podcast. (6:10) Katlyn shares her background. (7:29) Katlyn gives a high-level overview of Quantum Assurance International. (18:20) Katlyn mentions what the sales conversation looks like in their industry. (28:04) Katlyn mentions one of the things that stood out to her. (35:45) Katlyn shares the fifth lesson she learned that has been valuable for her. (44:22) Key Quotes: “One of the ways I can better help agents is by getting the message out that you can grow and thrive even in this competitive market. You can win the high volume game without losing the heart and soul of your agency.” - Katlyn Eggar “The po

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Dale Langehennig, CIC, the owner of Texas Preferred Insurance. Dale talks about his shift from working in a prison system to the insurance industry and shares advice on how to overcome obstacles in your agency. Episode Highlights: Dale shares his background and his present career. (16:02) How did Dale shift his career from working in the prison system to the insurance industry? (24:03) What does Dale’s agency look like today and how many employees does he have? (29:16) Dale mentions the main goal that he wanted for his agency. (29:25) Dale shares where his second office is located. (29:39) What was the main change that Dale made? (32:37) Dale shares the most significant leading factor in his agency. (38:22) Dale mentions a piece of good advice from Michael Hyatt. (40:23) Dale shares why he wanted to get to a salesforce-based platform. (46:59) Dale mentions Michael Hyatt’s book entitled, Your Best Year Ever: A 5-

Preston Diamond, founder of the Institute of WorkComp Professionals, joins the podcast to share his wisdom on building worker’s comp book of business and how the secret to his success has always been speaking in language his clients could understand. Get more: https://ryanhanley.com/

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Renado Robinson, Owner of Crosswinds Insurance Agency. Renado talks about prospecting, growing his business and what it means to have a blended agency.  Episode Highlights: Renado shares a little background about himself and his career path. (11:57) Renado mentions the first thing he does when he gets to the office. (20:29) What’s Renado’s average account size by premium? (25:42) Renado mentions his background in insurance and what they do. (26:17) Renado explains why he calls his agency a blended agency. (27:11) How long did it take for Renado to hire somebody? (28:04) What does prospecting look like for Renado? (31:26) Renado shares one of the jobs he had when he was in Atlanta and what made him successful at it. (38:14) Key Quotes: “If someone walks in the door, it's your job to take care of them and not say this is not my job.” - Renado Robinson “I tell my staff and anyone who asks me about my secret when i

Justin Sloan, Principal Agent and Owner at BSP Insurance joins the podcast for conversation around building independent insurance agencies as well as a bunch of other interesting stuff… Get more: https://ryanhanley.com/