Agency Intelligence

Kelly Donahue-Piro, founder and president of Agency Performance Partners, joins the podcast for a fast-paced discussion where we solve all the independent insurance agency problems. Yup, all of them... Get more: https://ryanhanley.com/

In this episode of Agents Influence podcast, host Jason Cass interviews Rob Galbraith, CPCU, CLU, ChFC, at Insurance Nerds, and Author of the worldwide industry bestseller, The End Of Insurance As We Know It. Rob has been branded the “most interesting man in insurance”, he discusses how the traditional insurance industry is responding to technology, and how his book changed his career in insurance. Episode Highlights: Jason introduces Rob Galbraith. (1:13) Rob mentions that he’s been on the carrier side for over 20 years. (10:51) Rob talks about the book he wrote, entitled The End Of Insurance As We Know It. (11:14) Jason thinks that the industry is becoming less siloed because people are realizing that they have to work together, for the betterment of everybody. (11:57) Rob shares that Insurance Nerds focuses on helping people who are struggling in their insurance careers, and it’s all about celebrating insurance and building community. (13:08) Rob mentions how he was named “the most interesting m

This episode is the full audio version of the B Atomic (NEON) launch video released just over a month ago. The goal of releasing the audio version is to give you an opportunity to digest the words and the meaning and purpose behind those words. https://batomic.com https://ryanhanley.com

In this episode of the Agency Intelligence podcast miniseries, Age of Indiependence, host Katlyn Eggar interviews Kelly Donahue - Piro, President at Agency Performance Partners. Kelly talks about the key challenges agencies face, how you should invest in your team, and why it’s helpful to have an outside perspective to help your agency transform. Episode Highlights: Katlyn introduces Kelly Donahue - Piro. (1:39) Kelly shares that she has worked with over 1,000 independent agencies within the US and Canada. (2:34) Where did Kelly get the passion for helping agency owners? (3:24) Kelly mentions that the insurance industry is the most stable business on the planet. (6:10) Kelly thinks that as people go through significant changes, it’s vital to keep in mind three elements. (9:46) When it comes to common threads, what are some of the mindset changes in agencies that Kelly and her agencies have partnered together to tackle? (13:59) Kelly explains that a company’s biggest investment every month is payr

In this episode of Agents Influence podcast, host Jason Cass interviews Patrick Romey, Client Partner at Facebook. Patrick talks about digital transformation in the agent community and how agencies can utilize Facebook's free tools and advertising platforms to grow their books of business. Episode Highlights: Jason introduces Patrick Romey. (3:37) Patrick shares that his first job was a hands-on experience with the advertising system that many businesses are using today, and it allowed him to see how the advertising system and the products have evolved. (7:26) Patrick started working at Facebook in 2015. (7:46) Patrick shares that Facebook’s philosophy is that they want solutions that scale to businesses of all types and all sizes. (9:01) Patrick thinks that the major shift that Facebook has seen over the last few years in advertising has been the shift in focus from likes and clicks to giving businesses the tools to be able to measure actual business outcomes. (11:10) Patrick shares that social m

In this episode of Agency Intelligence podcast, host Jason Cass interviews Bob Klee, CPRIA, CPRM, President at Kelly Klee Private Insurance. Bob talks about his in-depth knowledge and expertise as an insurance professional and why agents like doing high-value homes. He also shares a little bit of background into what it's like to be an entrepreneur. Key Quotes: “The root of luck in Latin is happy, for happenstance and you can't control that. But you can control skills because you can study, learn, and get better, and so a lot of athletes that are really good today, aren't necessarily the best athletes on the field. But they've learned, studied, they practiced over and over, and that's what makes them good.” - Bob Klee (8:27) “I wasn't the best athlete, but I worked hard and I had fun doing it and it did okay, and the same thing with shooting, you study and practice, and you know, work harder than the next guy.” - Bob Klee (9:13) “Chris used to buy leads of hometown quotes, we loved him and then he starte

In this episode of the Agency Intelligence podcast miniseries, Age of Indiependence, host Katlyn Eggar interviews Tolga Demirel, the Co-Founder of Agency Zoom. Tolga talks about the power that a highly trained and highly motivated team can have in an agency, and the significance of technology to an agency. Episode Highlights: Katlyn introduces Tolga Demirel. (1:21) Tolga shares that he started his insurance career in late October 2011. (3:35) Where did Tolga get the idea for Agency Zoom? (5:12) Tolga shares that they are where they are today, because of their cultural adaptation. (8:36) What are some of the differences that Tolga has seen in the struggles that agency owners are facing? (11:05) Tolga mentions that the biggest change that he has seen is an increased appetite for technology. (12:54) Katlyn shares that in the insurance world, the agency owner is viewed by the carrier as a distribution point or distribution channel. (17:14) For the agency owner, what are some key elements that they

In the sixth and final episode of Book 3 of the Explain This Book To Me podcast, host Josh Lipstone continues his discussion with the author Brian Ahearn. They discuss how to use the principles of influence in social media and some of the stories that didn't quite fit into other parts of the book. And Brian teaches us his secret to happiness. Key Quotes: “I came up with a personal brand at the time, and my slogan was ‘when it needs to be done well’. That tied back to my personal mission statement, which starts with the overarching aim that when I die, God will say, ``Well done, good and faithful servant.” - Brian Ahearn CPCU, CTM, CPT, CMCT (5:11) “I think if you do it well, you can support people. And they may end up leaving, that's okay. They'll probably also help you recruit somebody that could fill that position, and then you go back to what you've always done.”- Brian Ahearn CPCU, CTM, CPT, CMCT (11:42) “We gain authority status with people quite often when we're willing to admit weakness...you know

Chad Eddy, president and CEO of Indium, one of the most agent-friendly Agency Networks in the insurance industry. In this episode of the show, we break down a recent blog post Chad wrote that breaks down the repercussions of victim mentality on our success. Get more: https://ryanhanley/com/

In this episode of Agents Influence podcast, host Jason Cass interviews Erik Garcia, CFP®, President of Garcia Financial Group and Owner of Garcia Insurance Services and Dr. Matt Morris, LPC, LMFT, Family Therapist at Matt Morris & Associates, and co-hosts of the podcast, Building Us. Erik and Matt share their knowledge and expertise on money and relationships and how their podcast, Building Us, is tackling these topics in a unique way.  Episode Highlights: Jason introduces Erik Garcia and Dr. Matt Morris. (1:10) Matt shares that he’s a Family and Couples’ Therapist, and a Professional Counselor, as well. (2:42) Erik shares that he’s a Financial Advisor and a Certified Financial Planner. (2:50) Matt shares that their podcast, Building Us, is all about love and money. They discuss anything that touches relationships. (6:09) Erik shares that he was thinking about his idea of data and stats in the relationship world, as it relates to money in couples. (12:33) Matt shares that they wanted to talk a lit

In this interview with Tony Caldwell from the Uncaptive Agent Podcast, we dive deep into the "Human-Optimized" agency concept and why now is the time to begin building the agency that will compete into the future.

In this episode of Agency Intelligence podcast, host Jason Cass brings back Katlyn Eggar, Director of Education and Development at Quantum Assurance International to introduce the new miniseries on Agency Intelligence podcast that she will be hosting: Age of Indiependence. Katlyn explains that the Age of Indiependence podcast will share game plans, tips and best practices that will make it a little bit easier for agents to make a bigger impact in their agencies. Episode Highlights: Jason welcomes back Katlyn Eggar. (1:10) Katlyn shares the reason she loves her position is because she gets to impact insurance professionals in their career, she helps develop the strategic programs, and processes that help their agents and sales professionals, to scale and grow. (6:31) Katlyn mentions that nine years ago, she and her husband, Justin opened their first insurance agency, and it was a local insurance office boutique-style agency. (7:33) Katlyn thinks that some best practices can make strategic moves in growi

In the fifth episode of Book 3 of the Explain This Book To Me podcast, host Josh Lipstone continues his discussion with the author Brian Ahearn. They discuss how the principles of influence impacted others in very well known and public situations and what the company or person should have done. And you'll find out if Brian was able to put his daughter on a plane after watching the movie Taken. Key Quotes: “I think being so rooted in, we're the biggest in the world, we don't need to change, people need to change in relation to us, was a big part of the downfall.” - Brian Ahearn, CPCU, CTM, CPT, CMCT (5:14) “Their inability to persuade the right people, I think is a big reason that they missed the mark so badly and ultimately lost their dominance, and filed for bankruptcy.” - Brian Ahearn, CPCU, CTM, CPT, CMCT (7:14) “I always say, great ideas don't become projects until somebody above you says yes. So to me, that shows that everybody in an organization has to at some level, have good persuasive skills. O

Want to write more commercial insurance? Sure, you do; commercial accounts produce more revenue per account than a standard home and auto account. The problem is, COVID has put a damper on traditional commercial prospecting methods such as networking and cold drop-ins. In this webinar, agency owner, industry expert and podcast host Ryan Hanley will discuss 7 ways to use digital tools to increase your number of commercial prospects and close more sales. Get more: https://ryanhanley.com/ 

In this episode of Agents Influence podcast, host Jason Cass interviews Jim Harris, Disruptive Innovation Keynote Speaker, International Bestselling Author, Thought Leader, and Columnist at Strategic Advantage. Jim talks about disruptive innovation and the impacts of autonomous vehicles. He also shares his knowledge and expertise in auto insurance and exponential growth. Key Quotes: “People say you are very lucky. Yes, I was lucky. But I co-created my luck in putting 300 opportunities in the hopper.” - Jim Harris “This was a kind of two by four to the head for me, saying that if not even the best companies can create job security for people, what will create job security?” - Jim Harris “Ultimately, what creates security for us as employees, and corporately, as organizations are one learning to change, accepting uncertainty.” - Jim Harris “A crisis is a terrible thing to waste. This crisis is driving more change. It is responsible for more digital transformation in organizations, and processes than anythi

Listen as Ryan breaks down the good, bad, and ugly of the first 7 months of Rogue Risk's existence. Specifically, we focus on some of the unforeseen obstacles that hindered growth and what he is doing and plans to do in order to course-correct and hit annual goals. Get more https://ryanhanley.com

In this episode of Agency Intelligence podcast, host Jason Cass interviews Mike Crowley, Vice President at Crowley Insurance Agency INC. Mike talks about his journey of being in a family-owned agency and shares what he has done to change it. Mike also discusses the significance of having the right mindset and adapting to changes.  Key Quotes: “Without them trying to find out the reason, my opinion has always been, especially because it has worked well...okay, you don't want to do it, I'm gonna do it.” - Mike Crowley (18:44) “Nobody's ever going come at you and fire you for doing something on your own time with your own dollar.” - Mike Crowley (19:25) “All these people don't want to try and do something because either they're scared or you know, they're afraid of failure, whatever the case is. My advice is always, you know, try just do it.” - Mike Crowley (20:24) “Our mindset is, that we're in the greatest industry there is. And the reason for this is because if I lose a big account, or like you it a whal

David Carothers, principle at Florida Risk Partners and founder of Killing Commercial Producer Training joins the podcast to discuss his first 7 months training some of the best independent agencies in the country to produce Middle Market Commercial Accounts.

In the fourth episode of Book 3 of the Explain This Book To Me podcast, host Josh Lipstone continues his discussion with the author Brian Ahearn. They discuss how Brian has used the principles of influence that was discussed in episode 2 in real life situations. And at the end, you'll want to buy as many yellow sticky notes as possible. Key Quotes:  “Book two differs a little bit from the book we're talking about in it is a very hardcore sales book and it's specific to insurance agents. So it looks at the sales process and when these principles are most applicable at different points.” - Brian Ahearn, CPCU, CTM, CPT, CMCT (1:44) “Handwritten is always best. That's what indicates that you have done a little bit more .” - Brian Ahearn CPCU, CTM, CPT, CMCT (7:08) “The more somebody knows that you personalize something to them...they are to respond in kind.” - Brian Ahearn, CPCU, CTM, CPT, CMCT (13:45) “Sometimes I will put a sticky note sticking out of the book on page 43. Just so they'll flip it open. And

In this episode of Agency Intelligence podcast, host Jason Cass interviews Christopher Cook, owner of Alliance Insurance Services. Christopher talks about their preparation for their transition to the Neon platform, which made him decide to use Neon, and the formula of his vision to lead his agency that's doubling every year. Key Quotes: “Effort is the thing that multiplies both your talent and your skill.” - Christopher Cook (7:20) “We all have to be able to adapt. And thankfully for us, we have some things in place, such as, quote, bids, and void phones, all the stuff that I think years ago, you would say, these are non-negotiable. "If you don't have these things, then you're not really running an agency.” - Christopher Cook (12:04)  “I am not quite a staunch believer that you shouldn't take payments in the offices...I think that's an opportunity to build a relationship.” - Christopher Cook (13:00) “Just forget what you know, and build what you need.” - Christopher Cook (18:01) “I want my people on a