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
-
Millionaire Insurance Producer: MINDSET
26/09/2024 Duración: 24minMIND SET. You're either strong in the area of confidence and mindset, or you're a weak little puppy. Which one is it? Insurance agents who lack confidence tend to write fewer new accounts each year, they write smaller accounts, and they don't win many (any?) signed Broker of Record Letters. The opposite is also 100% true: Insurance producers who are confident and in the right frame of mind set more appointments and write more accounts, they write larger revenue accounts, and they win significantly more clients through signed Broker of Record Letter. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will not only tell you why MINDSET is so important for an insurance producer but he'll tell you the basic things you need to do -- today! -- in order to start dominating and winning! ---------- PS: Remember, the "PERMISSION PRODUCER SCHOOL" is launching on October 14, 2024. It will give you the blueprint for sales success which, in turn, gives you a strong mindset in order to do a
-
GPP: Where to Focus If You’re a New Agency Owner, with Shawn Fitzgerald
25/09/2024 Duración: 46minShawn Fitzgerald of Sound Harbor Insurance is in a similar place to the majority of Getting Past the Premium listeners. He's four years into owning his own insurance agency. He faces growing pains. He's grown his team. And he's overcome a few obstacles. Shawn and Elliot talk through the most important actions you can take as a business owner – from finding a mentor, investing in yourself, focusing on goal-setting, and understanding your audience. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Sound Harbor Insurance: https://www.soundharborinsurance.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Shawn Fitzgerald: https://www.linkedin.com/in/shawnpfitzgerald This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest
-
The Agent Leader: Transforming Challenges into Growth with Bart Straka
24/09/2024 Duración: 44minUnlock the secrets to agency growth and leadership success with Bart Straka, President and CRO of TRICOR Insurance. Discover how Bart navigated transforming from a producer to a leader at one of the top 100 agencies in the country. Learn how the agency has expanded to 32 locations and 310 employees, with an impressive projected revenue of $58 million, and the pivotal role a strong agency culture plays in this remarkable journey. Highlights include: (00:01) Agency Growth and Leadership Success (06:34) Building Success Through Growth and Development (17:14) Navigating Challenges and Opportunities in Insurance (29:14) Optimizing Agency Efficiency and Growth (40:14) Impactful Relationships in Professional Growth Delve into the multifaceted challenges and opportunities within the insurance industry, such as talent acquisition, market unpredictability, and the lag in technology adoption. Hear Bart's perspective on transforming these hurdles into growth opportunities through proactive strategies and ensuring the r
-
Stuff About Money: Episode 73: Should My Agency Be My Only Retirement Plan? Insights with Carey Wallace
24/09/2024 Duración: 45minIn this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA, ChFC®, welcomes back Carey Wallace to tackle the question: Should your insurance agency be your only retirement plan? Carey shares her expertise on diversifying retirement strategies, the risks of relying solely on your agency, and the importance of planning for a secure financial future. Erik and Carey discuss practical steps to evaluate your current retirement approach, explore alternative investment options, and ensure a balanced financial strategy. Learn how to prepare for a successful retirement and maximize the value of your agency with insights from Erik and Carey's experience in financial planning and agency management. Episode Highlights: Carey discusses the importance of understanding your agency's true value early. (3:24) Carey talks about the factors that determine an agency’s valuation, including profitability, transferability, and growth. (6:00) Carey shares her experience working with clients to prepare thei
-
Kelly Donahue-Piro: Navigating The End Of The Hard Market In 2025
24/09/2024 Duración: 31minIn this episode of Agency Intelligence podcast, host Jason Cass chats with Kelly Donahue-Piro, President of Agency Performance Partners about annual strategic planning for your agency. To learn more about the Agency Performance Partner’s Strategic Planner to build, execute, and stick with your agency’s annual plan visit: https://www.agencyperformancepartners.com/insurance-agency-strategic-planning/ Get 20% off until 12/31/24 with code: Agency Intelligence Key Topics: Exiting the hard market in 2025 requires proactive growth plans as rate increases will no longer drive growth Prioritizing client retention through proactive renewal reviews to avoid losing clients as market conditions stabilize Addressing staffing issues by filling skill gaps and leveraging virtual assistants to ease workloads Agency owners must lead decisively, creating clear plans without relying too much on staff opinions Analyzing agency operations, including revenue per team member, to improve efficiency and optimize growth Improvi
-
Millionaire Insurance Producer: The Perfect Script for Cold Calling and Overcoming Objections
19/09/2024 Duración: 37minCold Calling is never much fun, but it can become your pot of gold at the end of a rainbow if you can figure out the proper Script and get your delivery of the Script down pat with both enthusiasm and confidence. Most insurance agents have a lame, tired, and worn-out Script that makes them sound like every other agent out there. Don't be that agent! In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will give you actual examples of what your C3 (Cold Call Carrot) and Script should be in order to be more successful when cold calling. Then, Charles will walk you through how to overcome the two main Objections you will hear: 1) We're happy with our agent, and 2) Now is not a good time. These will help you set more new business appointments with less time prospecting. PS: The "Permission Producer School" is getting ready to launch on October 14th, 2024. Are you signed up yet? Charles Specht created (and will teach) the Permission Producer School as an intensive 3-week training pr
-
GPP: The 5 Agency Sales Metrics You Need to Be Tracking with Ryan Brott
18/09/2024 Duración: 40minFrom brand awareness to sales activities to written revenue, what you measure and how you measure it will change. But the reason behind sales analytics doesn't change: You want to know how much it costs to bring in new clients, and what revenue those new clients will generate. Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins the show this week to break down how Ellerbrock-Norris is tracking its sales goals. At the end of the day, knowing how many top-of-funnel activities it takes to generate bottom-of-funnel revenue can be a game changer for your agency. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Bro
-
Road Sessions: The Highs And Lows Of Business Leadership
17/09/2024 Duración: 15minIn this episode of Agency Intelligence podcast, host Jason Cass takes listeners on a journey through recent personal and professional experiences, while driving a U-Haul through Georgia. Key Topics: Jason navigates driving a U-Haul through Georgia, recording the podcast under unique circumstances. Jason reflects on a year of significant business highs and lows, underscoring his responsibility towards his employees during growth periods. The episode explores key leadership qualities, such as prioritizing team well-being over business metrics. Jason recounts the complex and emotional process of legally aiding his Cuban friend’s family in emigrating to the U.S. A personal decision to relocate back to Illinois from Florida highlights the interplay between personal life and professional decisions. Encouragement for listeners to pursue passions and face challenges, drawing from Jason's experiences of overcoming hurdles. Reach out to: Jason Cass Visit Website: Agency Intelligence Produced by PodSquad.fm
-
The Agent Leader: Preparing for Perpetuation with Purpose
17/09/2024 Duración: 51minIn this episode, Brent Kelly is joined by Mark Rollins, a former highly successful insurance agency leader and current founder of Retirement Transformed. Mark, also the author of The Evolving Man, shares insights that go beyond the usual financial aspects of perpetuation. Together, they explore the emotional and spiritual journey leaders face when transitioning from agency ownership, diving deep into vulnerability, authenticity, and the personal impact of retirement. Rollins reflects on his own agency success, while emphasizing the importance of identity, purpose, and staying active in retirement. Tune in for a conversation that will inspire you to rethink how you approach both your professional legacy and personal growth. To learn more about Mark's company visit https://retirementtransformed.com/ To book your agency assessment with one of our coaches visit https://www.sitkins.com/bookacall
-
Digital Insurance Pint: Existential Threats
15/09/2024 Duración: 47minThis is take 2 on “what keeps you up at night?”. The DIPP crew discusses major industry issues including the rise of vehicle theft, OPCF 49, broker cancellation as a way to manage carrier profitability, embedded insurance, connectivity and technology progress. If that wasn’t dark enough for you, the team also discusses potential existential threats such as earthquake and banking collapse.
-
Agency Freedom: E166: Maverick Pitchford On Leaning In To Pressure
13/09/2024 Duración: 46minIn this episode, James talks with Maverick Pitchford, Principal Agent at Bison Ridge Insurance. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Maverick's transition from a captive agent to launching his independent agency. The unique branding philosophy of Bison Ridge and its commitment to tackling challenges head-on. Discussion on the importance of community involvement and how personal relationships influence business operations. Maverick’s approach to customer service and adapting to clients' needs in a modern digital landscape. The role of technology and AI in enhancing the efficiency and reach of insurance services. Challenges faced in maintaining growth momentum and
-
Millionaire Insurance Producer: Your First $100,000 of Commission - (PermissionProducerSchool.com)
12/09/2024 Duración: 36minCheck out --> www.permissionproducerschool.com Congratulations! You got hired at your agency. You're now an insurance producer. Ummm, what comes next? Well, that's the dirty little secret of most insurance agencies around the USA and Canada. The problem is that most agencies have no plan for their new producers, and these new producers have no experience in insurance as well as little-to-no experience in sales. And that, my friends, is a recipe for a straight up career-ending disaster! In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will share the basic steps needed for a new(er) insurance producer to write $100,000 of gross commission in his/her first 9-12 months on the job. It's all about creating the sales system for guaranteed success, also known as the Permission Sales Framework. To learn more, go to --> www.permissionproducerschool.com Key Topics: Importance of having a clear minimum revenue threshold to avoid wasting time on small, unprofitable accounts. Unders
-
GPP: Thriving Agencies Do These Things to Grow Organically, with Consultant Harrison Brooks
11/09/2024 Duración: 40minAcquisitions have become a major part of growth in our industry, but without strong organic growth, agencies aren't able to thrive. Harrison Brooks, Partner at Reagan Consulting, joins us today to discuss organic growth. We dive into where you should be investing your dollars in marketing and sales, how to compete with the national players, where there are opportunities and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Reagan Consulting: https://www.reaganconsulting.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Harrison Brooks: https://www.linkedin.com/in/harrison-brooks-4a90aa17 This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented. Agencies find it diffic
-
Stuff About Money: Episode 72: Momentum Investing: Exploring Relative Strength with Ian Saunders
10/09/2024 Duración: 42minIn this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA™, ChFC®, welcomes Ian Saunders, Senior Research Analyst for Nasdaq Dorsey Wright. They explore the world of Relative Strength, also known as Momentum Investing. Ian draws a compelling analogy to March Madness, highlighting that top seeds have an 80% chance of winning their games, similar to how strong investments are identified. Throughout the discussion, Ian explains what Relative Strength is and how it differs from other strategies. He shares insights into the metrics used for measurement, optimal time frames for assessment, and the process of identifying promising investments. They also explore the advantages and limitations of this strategy, its performance in various market conditions, and the impact of AI on analysis methods. Gain valuable insights into how Relative Strength can enhance your investment decisions. Episode Highlights: Ian shares about his experience with Dorsey Wright and the evolution of the firm, especia
-
The Agent Leader: Maximizing Agency Value with Max Olson of Legacy Advisors
10/09/2024 Duración: 36minBrent Kelly sits down with Max Olson of Legacy Advisors, an expert in agency valuation, to discuss the strategies that can significantly increase the value of your insurance agency. Whether you're preparing for a buyout or simply want to boost your agency's future, Max shares key insights on optimizing revenue, streamlining operations, and securing the best price for your agency. Tune in to learn the steps you can take today to enhance your agency's worth and position yourself for a profitable exit. Visit https://www.legacy-advisors.com/ to learn more about their services for insurance agencies Visit https://www.sitkins.com/bookacall to schedule your Best Version Possible assessment.
-
Millionaire Insurance Producer: Throwback: Building a Book of Business is like Building a House
09/09/2024 Duración: 34minDo you struggle at scripting, branding, or sitting down to actually do the hard work of prospecting? Most producers struggle at something, and most of us struggle at many parts of the sales process. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht shares the five parts of his Permission Sales Framework and how selling insurance is like building a house. You have to lay the foundation, build the structure, paint the walls, do the final walk-through, and then get the keys. When you master these five parts of the Permission Sales Framework, you'll become a millionaire insurance producer. Key Topics: The challenge of selling insurance and winning clients in a competitive market. Common struggles faced by insurance producers in appointment setting, scripting, and branding. Introduction to the Permission Sales Framework: A five-part strategy for success. Laying the foundation: Pre-prospecting and preparing for client engagement. Building the structure: Effective pr
-
Digital Insurance Pint: Shawn Antao – EY
08/09/2024 Duración: 44minIn this episode, the hosts interview Sean Antao, a partner at EY and leader of the Insurance Technology Consulting arm. They discuss various topics related to Guidewire implementations and broker connectivity. The conversation covers the dominance of Guidewire in the Canadian market, factors affecting the cost of implementations, and the challenges in creating broker connectivity. They also touch on the standardization of API connections, the role of system integrators like EY, and the importance of consistency in connectivity. Overall, the episode provides insights into the world of Guidewire and its impact on the insurance industry. In this conversation, the participants discuss various topics related to insurance technology, including the costs from the BMS, challenges for BMS vendors, the importance of consistency in APIs, implementing Guidewire Cloud, the impact of customizations, the importance of broker input, and the future of insurance technology. They also touch on AI and its potential for straight
-
Agency Freedom: E165: Richard Sweet On Loving What You Do
06/09/2024 Duración: 43minIn this episode, James talks with Richard Sweet, Owner of Vantage Point Risk Partners. To learn more about Vantage Point Risk Partners, visit https://www.vantagepointrisk.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Richard's journey from engineering to owning an insurance agency Challenges of operating within the captive insurance model and the shift to independence The growth and scaling of Richard's insurance agency Importance of selecting the right team members and leveraging individual strengths Richard's approach to business management within the insurance industry
-
GPP: The Catalysts Behind Insurance Agency Growth with Caleb Cramer
04/09/2024 Duración: 38minGrowing an insurance agency can be done hundreds of different ways. The tools you use to enable your sales team can expedite that growth – if it's the right tool, if it's adopted correctly, and if it's serving a true purpose. Caleb Cramer joins GPP today to talk through sales enablement. It's not about which tools you use – it's about solving a problem or creating efficiency with the tool, no matter which tool it is. And... (drumroll)... Caleb is joining us at LAUNCH to help independent agents everywhere effectively share their value proposition with clients and prospects. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Indium: https://goindium.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Caleb Cramer: https://www.linkedin.com/in/caleb-cramer This episode is sponsored by LAUNCH. In the world of insurance, independent agencies
-
Millionaire Insurance Producer: Throwback: The "12X Sales Framework" for Winning New Clients
02/09/2024 Duración: 35minDo you have a defined and well-structured sales process that helps you win new business? No, I'm not talking about a few lucky points here and there. I'm talking about a "proven by long-term results" A-Z Sales Framework that covers everything from start to finish, from the type of account you're first going to prospect to the end goal of collecting the deposit check. That's what host Charles Specht will teach us all about today. On today's throwback podcast episode, we'll learn the secrets behind his "12X Sales Framework" that empowers insurance agents to build a $1,000,000 or more Book of Business of happy, loyal, and satisfied clients. Episode Highlights: Charles mentions his framework’s main key areas for selling, servicing, and renewing clients: pre-prospecting, prospecting, first appointment/meeting, strategic report, and proposal/presentation. (4:04) Charles explains that pre-prospecting is the crucial foundation work done before making cold calls, setting appointments, and meeting with potential