Agency Intelligence

In this episode of Agents Influence podcast, host Jason Cass interviews Jason Quaglia, Health Care Liability Broker at Burns & Wilcox. Jason talks about the aspects of a brokerage and the significant relationship between insurance agents and brokers. He also shares his knowledge and expertise in the brokerage industry. Episode Highlights: Jason introduces Jason Quaglia. (1:49)   Is Jason an iPhone or an Android user? (4:44)   What was the last app that Jason downloaded? (5:04) Does Jason love to win or hate to lose? (6:12) What does Jason attribute to his success, skill or luck? (7:00) Jason shares his background and his career in insurance. (7:59) Jason shares that the market has been tough, and building relationships is vital at this moment. (11:30) Has Jason seen a lot of agents that are quoting and acquiring in the industry? (13:31) Jason mentions that in this business, the premium is the name of the game. (15:19) What does Jason feel when an agent is doing better than him? (17:45) Jason

In today's episode of the Explain This Book To Me podcast, host Joshua Lipstone, continues his discussion with David R. Carothers, CIC, CRM, the author of the book, The Extra 2 Minutes They discuss the steps you need to take to book the appointment, how to confirm the appointment, and how you need to prepare for the appointment. You even hear a dad joke or two, but you’ll have to listen to hear.   Episode Highlights: David shares that the best way to get a hold of him is to visit the Killing Commercial website and if you’re looking for a one-stop-shop to learn as much about him as possible, their website is probably the best place to go. (1:33) Josh mentions the next section of the book, which is setting appointments and it starts with Chapter 9, Booking The Appointment. (2:09) Josh shares that bullet point scripts allow you to hold your team accountable, you're able to listen to their calls, and you can see if they're following the script, and if they don’t, you can indicate how they can improve and be

In this episode of Agents Influence podcast, host Jason Cass interviews Heather Monahan, Founder & CEO of Boss in Heels, TedX Speaker, Best-Selling Author of Confidence Creator, and Keynote Speaker at Speakers Bureau. Heather talks about the struggles that she faced in her life and career and how her mindset helped her to get back up again and be better than ever. She also discusses how to build up our confidence and how we can continue to grow during this pandemic.   Episode Highlights: Jason introduces Heather Monahan. (2:16) Is Heather an iPhone or an Android user? (3 :40) What was the last app that Heather downloaded? (4:02) Does Heather love to win or hate to lose? (4:31) What does Heather attribute to her success, skill or luck? (4:55) Heather shares her background and her career. (5:56) What are the things that people need to do to be able to rebound? (8:41) Heather shares that getting fired was difficult for her. (8:54) Heather explains that understanding the idea that you can live in

Aubie Knight, president and CEO of the Independent Insurance Agents of North Carolina (IIANC) joins the podcast to breakdown a new study his organization recently published based survey results from independent agents and impact of COVID-19 on their business. Get more: https://ryanhanley.com/

In this episode of Agency Intelligence podcast, host Jason Cass interviews Alaina Chisholm, Financial Professional at World Financial Group, and host of the Pursuit of Relentless podcast, Alaina talks about her inspirational weight transformation, 75 hard challenges, the significance of having a disciplined routine and how relentless leadership development helps people to level up.   Episode Highlights: Jason Cass introduces guest Alaina Chisholm. (1:04) Is Alaina an Android or an iPhone user? (4:56) Does Alaina love to win or hate to lose? (7:38) What was the last app that Alaina downloaded? (8:39) What does Alaina attribute to her success, skill, or luck? (12:24) Alaina shares her background story. (16:06) Alaina shares what made her decide to build her own business. (18:41) Alaina says in 2018 she made a decision for herself that she doesn’t want to be overweight. (21:01) Alaina says that you have to have a disciplined routine in order to be successful in business. (21:42) How long does

In this episode, host Joshua Lipstone of The Explain This Book To Me podcast continues his discussion with David R. Carothers, CIC, CRM, the author of the book, The Extra 2 Minutes. They discuss how important the followup is after your marketing drop, how you need to be creative to gain extra touches with the prospect, and what to do if that first marketing drop didn't go exactly as planned.   Episode Highlights: What is the ideal day at Florida risk partners for David and what is David doing when he spends time with his family? (2:10) Does David want his producers to enter the contact invites by a certain time of day? (6:16) David says everyone on his team collaborates for the scripts to make sure everyone is on the same page. (8:00) Did David follow someone to gain knowledge? (9:17) David says that the book, Never Split the Difference by Chris Voss, is the most impactful book he read in his career. (10:15) David thinks that social media and platforms like LinkedIn have made it so much easier for

Katlyn Eggar, Director of Education Development for Quantum Assurance Internations stops by the podcast for EPIC conversation on all things crushing online leads to rapidly grow an independent insurance agency. Get more: https://ryanhanley.com/

In this episode of Agents Influence podcast, host Jason Cass interviews Walt Goshert, Insurance LinkedIn Expert and Independent Marketing Consultant. Walt shares his knowledge and expertise in using LinkedIn to build and refine your prospecting.    Episode Highlights: Jason introduces Walt Goshert. (1:01) Is Walt an iPhone or an Android user? (2:07) Does Walt love to win or hate to lose? (6:00) Walt says that in the insurance business, you must have the discipline to improve your game and get better. (7:11) What does Walt attribute to his life, skill or luck? (12:13) Walt shares his background story. (15:22) What was Walt’s main line of insurance that he wrote? (17:03) Walt shares his experience being a brokerage. (18:53) Jason believes that training about having a process is what they forgot to learn. (19:53) Jason shares that over the last two years he learned that when you start getting into the big agencies, they expect risk management. (23:24) Jason shares what he said about LinkedIn

Chad Spaide, president and CEO of BenefitSource Insurance Services and the founder of Pure Potential Insurance Automation joins the podcast to once and for all answer the question of who actually owns insurance agency data, why it doesn't matter and what you should be doing with all the data you have. Get more: https://ryanhanley.com/

In this episode of Agents Influence podcast, host Jason Cass interviews Daniel Faggella, Head of Research, CEO of Emerj Artificial Intelligence Research. Daniel discusses the significance of Artificial Intelligence, AI investments, chatbots, niching, and data algorithms. Episode Highlights: Jason introduces the guest, Daniel Faggella. (1:01) Jason explains the benefits of the AI Mastermind membership. (2:33) Daniel shares what he has been doing over the past months. (4:13)  Daniel says that artificial intelligence for underwriting and claims is just the name of the game. (5:18) Why has marketing, and customer service not been what Daniel has expected? (6:06) Daniel says that there are companies that want to allow people to know about and even exaggerate AI or tech applications that make them look good to their customers or investors. (6:46) Daniel talks about the specific reasons why marketing and customer service are not gaining traction. (8:07) Daniel gives two examples of AI applications. (8

In this episode, host Joshua Lipstone of The Explain This Book To Me podcast continues his discussion with David Carothers, the author of the book, The Extra 2 Minutes. They discuss how making that first impression matters more than you think, to make sure that you dress for your day, and whether it matters if you do or do not wear socks. They also discuss how that first contact will go and how it will set you up for success moving forward. Episode Highlights: David talks about the best and worst first impression he ever made. (2:13) Does David give out his metal business cards to anyone? (6:57) David talks about the custom made suits he has for his producers, and what people can learn from it. (10:11) David shares the memorable meetings that he had with prospects or clients. (18:36) David talks about the multiple angles that he’s working on when he’s doing something. (22:35) David says that he rented the Florida aquarium for a massive holiday bash with clients, prospects, and anybody who has any s

Mike McDonough, the Work Comp Renegade, also known as "Maverick Mike," joins the podcast to break down his philosophy on Workers Comp as well as what it takes to be the best at what you do. Get more: https://ryanhanley.com.

In this episode of Agents Influence podcast, host Jason Cass interviews Bill Martin, President and CEO at Plymouth Rock Property Assurance. Bill talks about how he got into the insurance industry and his journey to becoming the CEO. He also discusses the value of understanding the analytics and data in the industry. Episode Highlights: Jason introduces Bill Martin. (3:06) Is Bill an iPhone or an Android user? (3:41) What was the last app that Bill downloaded? (4:56) Does Bill love to win or hate to lose? (6:10) Has Bill listened to Jason’s podcast before? (6:44) What does Bill attribute to his success, skill or luck? (7:02) Bill shares the first big break of his career in insurance. (7:55) Bill shares his background and journey to success. (8:40) Bill mentions that he did a series of three startups. (11:56) Bill says that the main idea is that you should be able to know before you offer somebody insurance is what you need to charge them. (14:43) Bill mentions that there is no great insura

John Mason, President at Chenango Brokers LLC, joins the podcast to talk about how he built his small-town retail agency into a five-location powerhouse and ultimately transitioned into a 24 state growing wholesale operation. Get more: https://ryanhanley.com/

In this episode of Agents Influence podcast, host Jason Cass interviews Dustin Bloch and Kyle Kemp, Vice Presidents at Quantum Assurance International. Dustin and Kyle talk about online leads, sales, market share, and captive agencies vs. the independent space. Dustin and Kyle also discuss how stepping outside of your comfort zone can lead to growth in your business.   Episode Highlights: Jason introduces Dustin and Kyle. (1:01) Are Dustin, and Kyle Android or iPhone users? (4:06) What was the last app that Dustin and Kyle downloaded? (4:22) Do Kyle and Dustin love to win or hate to lose? (4:44) What do Kyle and Dustin attribute to their success, skill, or luck? (5:53) Kyle shares his background story, and to where he’s at now. (7:38) Dustin shares his background story and how he got into the insurance industry. (8:46) Dustin talks about his role in Quantum Assurance International. (10:34) Kyle says that they lose the stigma of the data lead because they’re taking care of every single need of the cus

In this episode host, Josh Lipstone of The Explain This Book To Me podcast continues his discussion with David Carothers, the author of the book, The Extra 2 Minutes. They discuss how to identify and locate your ideal prospect. And you may hear how David's mind was blown away from something that was discussed in Book 2, Episode 1, but you'll have to download this episode to find out. Episode Highlights: What are the things from the first episode that stood out for David? (3:10) Why does David think that prospect identification is one of the biggest challenges? (6:41) David thinks the insurance industry is severely lacking in production training. (7:06) David shares his fundamental theory in insurance production. (7:36) David says that the difference between giving somebody the why and asking the question in a short amount of time is the title of his book. (11:16) How does a producer define who their ideal prospect is if they’re new to the industry? (13:31) David mentions that in the first year of

Jeff Roy, easily one of the top three insurance agency owners in the world stops by the podcast to breakdown his world domination strategy... Oh and Jack Wingate bombs the podcast for the double treat of amazing. Get more: https://ryanhanley.com

In this episode of Agents Influence podcast, host Jason Cass interviews Brian Fanzo, Virtual Keynote Speaker, Digital Futurist, and founder of iSocialFanz. Brian talks about his passion for technology, business, change, and digital innovation. He also discusses the significance of authenticity and transparency to a person’s success. Episode Highlights: Jason introduces Brian Fanzo. (2:57) Is Brian an iPhone or an Android user? (5:11) Does Brian love to win or hate to lose? (5:26) What does Brian attribute to his success, skill or luck? (7:33) Brian shares his background and his journey to success. (10:03) Brian talks about labeling himself as a Digital Futurist. (19:18) Brian shares that his mission is to help people see the synergy between digital innovation and humanity. (19:54) Brian mentions the significance of your brand, your name, and treating everyone like you treat yourself. (22:37) Brian explains that forcing people to change into a world that they're not used to is not usually a good trend

The fabulous, Shefi Ben-Hutta, co-founder of Coverager, joins the podcast to talk about her experience in insurance coming Israel, and why feeling like an outsider has turned into her superpower. Get more: https://ryanhanley.com/

In this episode of Agents Influence podcast, host Jason Cass interviews Delanea Davis, the co-founder and CEO of Cloud 9 Online. Delanea talks about the benefits of the MediMed app and how her research abilities made her successful. They also discuss the significance of mental health in our society and understanding the impact of stigma on people with mental illness.   Episode Highlights: Jason introduces Delanea Davis. (1:12) Delanea shares that when she joined Travelers in 2006, they didn't have a market research department, and she was brought in to build out the department and learn to show the organization how to bring the voice of customers, and agents into decision making. (4:13) Is Delanea an iPhone or an Android user? (6:21) Delanea shares the fascinating fact of the two devices. (6:49) Delanea says that when she left Travelers, she formed a holistic wellness company. (7:31) Delanea shares that technology was their catalyst in achieving their goal. (8:09) What is the recent app that Delan