Agency Intelligence

Producer trainer and Agency Growth Consultant, Mick Hunt, founder of Premier Strategy Box, stops by the show for a deep diver on producer development.

My friend and mentor, Chris Paradiso, joins the podcast for an old school rap session on all things independent agency. This is an episode you don't want to miss... Get more: https://ryanhanley.com

In this episode of Agency Intelligence podcast, host Jason Cass gives you a preview into a special AI Mastermind Facebook Live with Mastermind Member and guest, Miles Merwin, Founder and President of Advisors Insurance Agency. Jason and Miles went live on Facebook to discuss working remotely, efficiency, team building, virtual assistants and more - it was so good we just had to share! Key Quotes: “If you can't change your people, change your people. If that's the way that your business is running, and you find that the type of personality that's most efficient in your working situation is somebody who works from home. There’s different types of people out there and as a business owner, you moved the way that makes sense for your clients and your team.” - Miles Merwin “You’ve got to be creative in working with your team. Otherwise, your team's going to crash because it's just them by themselves, but you've got to keep them engaged in a remote setting, versus engaged in an office setting.” - Miles Merwin “A

In the third 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 the other tools that the Loyal Readers will need in their tool belt to get someone to say Yes to them. And you'll learn why you should always use your four-digit birth year and not your two-digit birth year. Key Quotes:  “Unlike the principles of influence, those that can be very situational contrasts are always, always available, because human beings are always making comparisons from one thing to another.” - Brian Ahearn “It is a natural tendency for us to look for things that confirm what we already hold dear, what we believe, and what we value. That is a much easier cognitive process than looking for all the reasons to disconfirm what we believe, or what we value.” - Brian Ahearn “People don't make decisions based solely on logic, right? Feelings come into play, and that feeling of what we consider to be fair, at least here in America is very trad

In this episode of Agents Influence podcast, host Jason Cass interviews Peter van Aartrijk, Author, Podcast Host, and CEO at Aartrijk. Peter talks about the services that their company has to offer and the significance of working on company culture. He also shares his knowledge and expertise in the insurance industry and branding strategy. Key Quotes:  “Hey, I may not always be excellent, but I'm always confident.” - Peter van Aartrijk “You can't go to a meeting, and just sit there and listen. I don't like those kinds of meetings. I mean, they're good for an hour or two, but not an entire conference built around people speaking at you. I like it when there are more dynamics and discussion among the group, then you get some organic thought coming out of it. And some of the best ideas come from those conversations.” - Peter van Aartrijk “Where people work is important, why they work is even more important, why they want to work with your agency. And all those other issues of when, and how they dress and all

In this episode of Agency Intelligence podcast, host Jason Cass continues the fourth part of his miniseries, Building An Agency. For the final episode of the miniseries, Jason brings on guest, Ryan Deeds, VP of Technology and Data Management at Assurex Global to talk about technology and data management, Agency Management Systems, software development, electronic signatures, and more. Key Quotes: “I think today in today's world, a nimble firm that has a good strategy, even if you're two people, three people, starting it up from the with the right perspective in mind, the capabilities and the things that you can deliver today to both your internal staff and your external customers are so much more significant.” - Ryan Deeds (03:33) “Every tool that's out there, every Agency Management System that's out there will solve the problem. It's really about a commitment to the Agency Management system that you choose, the phones that you choose, and how to leverage those the most effectively.” - Ryan Deeds (4:38) “

You've heard about NEON, you're read the Tweets, seen the videos... now it's time for the official launch. It's go time. That's why we got Seth Zaremba, founder and CEO and Sydney Roe, Chief Marketing Officer to stop by and explain exactly what NEON is and how it's going to change the independent insurance industry forever. Watch the launch: https://batomic.com/neon-countdown/

In the second 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 the seven principles of influence, how to use them, the power that they have, and how to get someone to say Yes. And you'll hear how one of the principles caused Josh to buy a backpack leaf blower, but you'll have to listen to find out why.   Episode Highlights: How did Brian spend his Labor Day? (0:40) Brian talks about the two-day workshop he’s doing. (1:26) Does Brian do any keynote or speaking engagements for associations? (1:52) Brian shares that they use a basic model called core motives developed by DR Gregory Neider. (3:55) What are some of the decisions that people are making in business that are autopilot decisions that Brian has observed in his years of coaching? (7:39) Brian says that people are more motivated by what they may lose versus what they may gain. (8:48) Brian explains how the principle of reciprocity would apply to sales

In this episode of Agency Intelligence podcast, host Jason Cass continues the third part of his solo miniseries, Building An Agency. Jason talks about prospecting and servicing and the reasons to be in AI Mastermind.   Key Quotes: “Everything in prospecting and servicing from a high level comes down to two things...proactive and reactive” - Jason Cass “We can do the process that we always talk about, that I just laid out. Or what we can do is we can focus on the clients that we have, create a customer experience, knowing who they are allowing and giving them that technology, understanding the type of service and communication they want, servicing and communicating that way with them.” - Jason Cass “When you start seeing the success that comes now, it's easier to find other producers because you discovered who you are, you've gotten the markets that make you successful, you've attracted the people that are in that need, you've built authority with them.” - Jason Cass “I fell in love with the saying a long

Basilios Manousogiannakis, Client Relationship Manager and Product Owner at Employers Insurance joins the podcast to explain how Employers have evolved from a failing State-owned single state carrier into a national powerhouse investing in technology across the spectrum of the insurance marketplace. Get more://ryanhanley.com/

In this episode of Agency Intelligence podcast, host Jason Cass continues the second part of his solo miniseries, Building An Agency. He also shares the good, the bad, and the ugly of getting markets. Episode Highlights: How many agents and how many other business owners that you’re taking advice from have started their books from scratch? (6:25) Jason mentions that he started three books from scratch before he built his agency. (6:53) Jason thinks that it’s vital to realize what carriers we're going to need, to write business. (8:05) Jason shares that the aggregators benefit because they take advantage of your ignorance and also, take advantage of the fact that you're in a position that you’re dissatisfied with and you need markets. (8:37) Jason creates a scenario on how to get markets. (9:00) Jason mentions one of the things he never would have done to get an aggregator. (9:13) Jason realized that he wasn’t writing a lot of business through the aggregator. (11:05) Jason shares that one of the incent

In the first episode of Book 3 of the Explain This Book To Me podcast, host Josh Lipstone begins his discussion with the author of the book Influence People: Powerful Everyday Opportunities to Persuade that are Lasting and Ethical, Brian Ahearn. They discuss why Brian wrote the book, what the Loyal Readers will learn by the end of the series, and what the word PEOPLE actually means. And there's a chance a popular Marvel character will make a surprise appearance at some point.   Episode Highlights: Does Brian prefer to read a physical book or an Ebook? (1:40) What is Brian’s favorite book? (2:43) Brian mentions that he wrote a blog post called “Five books that impacted my life.” (2:54) Would Brian say it’s nature or nurture that made him the person that he is today? (4:42) Josh talks about Kobe Bryant’s quote that he has read which is “I was blessed with talent, but worked as if I had none.” (6:06) Josh and Brian discuss a story from a book written by Dave Lakhani. (6:40) Brian talks about the fear of r

Chris Burand, president of Burand Associates, a leading P&C insurance consultancy, joins the podcast for an incredibly deep discussion on the coming hard market, why we're insuring the wrong things and how "Clean Data" will play a major role in agency valuation over the next ten years. Get more: https://ryanhanley.com/

In this episode of Agency Intelligence podcast, host Jason Cass talks about getting markets, discovering who you are, prospecting, and servicing, as he explains it from a new agent’s perspective and an established agent perspective. Episode Highlights: Jason thinks that the best way to get better is to get some training, and that’s what he and many other agents have done, watch others, and figure out what they're doing with the successes and what they're doing with their failures. (2:02) Jason shares when he and Mike Beard started their agency in 2002. (4:37) Jason mentions that Mike Beard was his number one mentor. (4:56) Jason shares that the reason he left Mike was that he could get a job four blocks down the road, from his house. (5:09) Jason mentions that after three years, he joined another agency called The Insurance Partnership. (5:22) Jason shares that he wants loyal listeners to know that Tom Simpson is a real person, a person who trusted him, a person that he trusts, and they did business and

Dax Craig, co-founder, and President of Pie Insurance joins the podcast to talk about how Pie leverages a deep understanding in analytics to create a competitive advantage in the small business insurance marketplace. Get more: https://ryanhanley.com/

In this episode of Agents Influence podcast, host Jason Cass interviews Jennifer Hasan, Sales Trainer and Consultant at Prospecting Works. Jennifer talks about proper prospecting and communication. She also shares her knowledge and expertise in cold calling and the significance of having the right mindset to be a successful salesperson. Episode Highlights: Jason introduces Jennifer Hasan. (1:01) Jason shares that discipline is needed when you're trying to prospect and even the best prospectors have to rely on discipline. (3:22) How long has Jennifer been an Android user? (3:40) What was the last app that Jennifer downloaded? (5:33) Jennifer shares that she’s always on the quest for difficult logic puzzles and it helps your brain to think in different ways. (5:42) Does Jennifer love to win or hate to lose? (6:33) What does Jennifer attribute to her success, skill or luck? (8:36) Jennifer shares that a huge percentage of top athletes came from homes where they were raised by single mothers, and came fro

In this episode of the Explain This Book To Me podcast, host Josh Lipstone concludes his discussion with David Carothers, the author of the book, The Extra 2 Minutes. They discuss how everything leading up to this moment has prepared us to close the deal and how to provide the client experience that no one has seen before. And David lets us in on a secret about his upcoming book.   Episode Highlights: How is David feeling with this being the last episode? (00:44) David mentions that he will write another book. (1:08) David shares that he’s had several people reach out to him from just hearing the podcast great (1:28) What has writing this book meant to David? (2:15) David thinks that he underestimated the reach that we have on people and our ability to influence people in changing the way they run their business, or they approach sales. (2:23) In David’s opinion, if the book has made enough impact on people, they'll take the time to go do that. (3:39) Josh shares the reason why he’s doing this po

Ron Glozman, founder and CEO of Chisel AI, joins the podcast for a look into how independent insurance agencies and carriers can use artificial intelligence in a practical way to reduce errors and omissions claims. Get more: https://ryanhanley.com/

In this throwback episode of Agents Influence podcast from January of 2020, host Jason Cass interviews Chuck Blondino, Director of Agency Capabilities and Programs at Safeco Insurance and Liberty Mutual Insurance, who has been on the show previously in 2015 and 2017. Chuck Blondino shares what it took for him to grow his business, what high-growth agencies are doing for expansion, ways to approach the recruitment process, and the insightful Edelman.com trust barometer report.   Episode Highlights:  Jason Cass introduces guest Chuck Blondino. (1:01) Is Chuck Blondino an iPhone user or an Android user? (4:02) Does he love to win or does he hate to lose? (4:31) Is he stronger because of his skill or because of luck? (6:28) Chuck Blondino talks about his journey in his business. (9:00) What was it like for Chuck moving from Seattle, Washington to Salt Lake City, Utah at age 20 to build his business? (11:17) You’ve got to be recruiting all the time. (22:41) What are high-growth agencies doing to exp

The wise and powerful Billy Williams stops by the show for a conversation on dealing with the turmoil in our current political climate. Whether you are experiencing the current unrest or not, the ideas and thoughts shared in this episode will get your mind going. Enjoy... Get more: https://ryanhanley.com/