Agency Intelligence

In today’s episode of Agency Intelligence podcast, host Jason Cass interviews Dani Kimble, Chief Marketing Officer at O’Neill Insurance. Dani talks about the core values, culture, and business strategy at O’Neill Insurance and how they are helping their clients during the pandemic.   Episode Highlights: Jason Cass introduces guest Dani Kimble. (2:11) Is Dani an Android or an iPhone user? (5:28) Does Dani love to win or hate to lose?  (5:35) What was the last app that Dani downloaded? (:) What does Dani attribute to her success, skill or luck? (6:23) Dani shares her background and the key to her success. (9:59) Dani shares that her professional title is the Chief marketing officer. (14:42) Dani says that in her perspective, every interview is like an audition. (16:06) Dani explains how her mindset was changed when she met the people at O’Neill insurance.  (16:50) Dani says that they have a set of behavior that they call fundamentals. (19:37) Dani shares how people at O’Neill insurance put

Description: Dawnyel Smink runs a tremendously successful independent agency and one of the most well-respected agency networks in the entire country. In this episode of the podcast we breakdown her secrets to success. Get more: https://ryanhanley.com/

In today's episode of Agents Influence podcast, host Jason Cass interviews Bryan Falchuk, Best-selling author of the book Future of Insurance, executive coach, TEDx presenter, public speaker, and advisor to the insurance industry. Bryan talks about his insurance career and philosophy and what he’s doing to help the industry. Episode Highlights: Jason mentions his guest is a TEDx speaker. (1:17) Jason Cass introduces guest Bryan Falchuk. (3:27) Is Bryan an Android or an iPhone user? (4:50) What was the last app that Bryan downloaded? (5:53) Does Bryan love to win or hate to lose? (6:36) What does Bryan attribute to his success, skill or luck? (7:12) Bryan shares how he got into the insurance industry. (9:31) Bryan says he loves seeing opportunities and finding ways to seize it. (9:58) Bryan says he wanted to be in a consulting company because he wants to see different things. (10:31) Bryan shares that his first client at liberty mutual is David Long. (13:35) Since Bryan became a CEO, where

In this episode of Agency Intelligence podcast, host Jason Cass interviews Katlyn Eggar, the Director of Education and Development at Quantum Assurance International. Katlyn talks about how she opened her first insurance agency and how she strategizes, plans, and produces the onboarding program to keep the team at Quantum providing a world-class experience.   Episode Highlights:   Jason introduces Katlyn Eggar. (3:30) Is Katlyn an iPhone or an Android user? (5:06) Does Katlyn love to win or hate to lose? (5:26) What does Katlyn attribute to her success, skill or luck? (5:56) Katlyn talks about her previous jobs. (9:39) Katlyn shares how she met her husband. (12:43) Katlyn talks about opening their first insurance agency in 2011. (13:24) Katlyn shares that they use Allstate agency as their carrier. (13:32) How was their first year in the insurance industry look like? (14:07) Does Jason think Katlyn and her team did a successful job in their first year? (14:41) Jason says that 83% of the co

There is one man changing the paradigm of the insurance industry. His name is whispered around carrier C-suites and agent Facebook user groups alike. We need him to win and if history is any guide, he will be. That man is Seth Zaremba. Get more: https://ryanhanley.com

Tommy Walker, former editor-in-chief of Quickbooks and Shopify joins the podcast for an old school deep dive into the secrets of content marketing and how insurance agencies and carriers can leverage content marketing to win the long-game. Get more: https://ryanhanley.com

In today’s episode of Agents Influence podcast, host Jason Cass interviews Joey Giangola, the Marketing Director of Ecommerce at Risk Placement Services. Joey talks about how to make insurance faster, easier, and more reliable. Joey also explains the significance of business relationships and educating agents with different processes and products.   What has Joey done since he went to RPS? (4:01) Where does Joey think this industry was in 2011? (5:33) Does Joey think we’re heading to the point where we could find a good consumer online? (10:43) Joey explains how to make your agents comfortable with who you are. (11:55) Joey explains the importance of allowing your consumers to come with you as a partner on this journey. (14:05) Joey explains which direction RPS is trying to go. (18:47) Joey says that RPS has done custom integration and focuses on the agent’s time. (20:00) Joey thinks people are comfortable establishing a business if it can be managed easier. (24:59) Joey explains that the eas

In this episode of Agents Influence podcast, host Jason Cass interviews Beth Armknecht Miller, the Leadership Development Advisor and Executive Coach of Executive Velocity. Beth talks about the significance of key positions, succession planning, and the relevance of core competencies.  Episode Highlights:   Jason Introduces Beth Miller. (2:11) Jason mentions that BrainsShare will happen on October 25, 2020. (3:08) Is Beth an iPhone or an Android user? (6:24) What was the last app that Beth downloaded? (6:33) Does Beth love to win or hate to lose? (7:28) What does Beth attribute to her success, skill or luck? (7:56) Beth considers herself a lifelong learner. (8:58) Beth shares that she is ready to get her Certification In Emotional Intelligence assessment next month. (9:07) Beth graduated from Babson College, major in finance. (11:33) Beth mentions the significance of key positions, and key employees in succession planning. (16:54) Beth shares that assessment is not only about skills, but a

In today’s episode of Agency Intelligence podcast, host Jason Cass shares a presentation he did for the Mastermind group a couple of months back. This Mastermind meeting video recording has been watched twice as much as any other and this 12-minute presentation is why. Take a listen for proof that one thing can change everything. Episode Highlights:   Jason shares what he experienced when he went to Best Buy to get ink. (10:57 Jason never heard anybody talk about autonomous cars like Jim Harris does. (12:22) Jason encourages everyone to watch the fascinating 11 minutes video of Jim Harris, where Jim states that 94% of accidents are due to driver’s error. (12:44) Jason says that BMW and Mercedes Benz are reducing their top of the line price because they have to compete. (13:55) Jason says that Tesla is more than just an electric car, and it is changing the automobile industry in ways that most of us don’t see. (15:19) Jason states if you took all the cars and put them bumper to bumper on the interst

Todd Thams, principal of the Thams Agency in Iowa, is going to be one of the winners coming out of the current COVID-19 craziness. Todd is taking his workers' compensation expertise and building a direct-to-consumer brand that will leverage his deep under Get more: https://ryanhanley.com

In today’s episode of Agents Influence podcast, host Jason Cass interviews Chris Cheatham, the CEO of Risk Genius. Chris talks about the importance of knowing your policy coverage, Covid-19 coverage concerns, litigations, and social inflation. Chris also shares what made them build the algorithm, and how Risk Genius can help with technology and automation. Episode Highlights: Jason Cass introduces guest Chris Cheatham. (1:01) Is Chris an Android or an iPhone user? (2:27) What was the last app that Chris downloaded? (2:35) Does Chris love to win or hate to lose?  (5:35) What does Chris attribute to his success, skill, or luck? (6:06) Chris shares his background story and the secret of his success. (8:22) Chris tells a story about the carrier who wants to use their software for policy review and checking. (13:49) Chris explains why they develop algorithms that understand General Liability policies. (18:29) Chris states that he was not necessarily an insurance expert when he started. (18:55) C

In today's episode of Agency Intelligence podcast, host Jason Cass interviews Matt Naimoli, the co- founder of G&N Insurance and BobbleOn. Matt talks about the aspects of a good partnership and the challenges he faced in building the company together with his business partner, Zack Gould. Matt also highlights the importance of core values and how those impacted their insurance company.   Episode Highlights:   Jason Cass introduces guest Matt Naimoli. (1:05)   Matt shares that he enjoys working with his business partner. (4:25)   Matt talks about his dynamic partnership with Zack Gould. (4:54) Jason says that meeting Matt is one of the biggest days of his insurance career. (6:03) What would be the hardest part of having a partner? (10:26) Jason says that entrepreneurial minds are tough to compromise. (12:11) Who is the person between Matt and Zack? (12:58) Matt says that naming the company is the hardest decision. (13:31) Jason asks Matt, “Why can't we have partnerships in business, but we can ha

Micah Salas, a commercial risk advisor at Marsh, breaks down his process for winning the insurance game. Micah's five-step formula, including the idea of "Hiring" an agent versus selling insurance is a game-changer for everyone that takes notice. Get more: https://ryanhanley.com

Do you have 12 minutes? There is a lot going on in America and even know more noise. This podcast is not that. It's 10 minutes of what someone else says and 2 minutes of what I think. You got 12 minutes? #ouramericancause

In today’s episode of Agents Influence podcast, host Jason Cass interviews Chris Amrhein, owner of Insurance is Fun. Chris shares his background story and the key to his success, the importance of customer service training, and the unique value that insurance agents can bring to their clients. Episode Highlights: Jason Cass introduces guest Chris Amrhein. (1:12) Is Chris an Android or an iPhone user? (4:33) What does Chris attribute to his success, skill, or luck? (4:15) What was the last app that Chris downloaded? (6:25) Does Chris love to win or hate to lose? (11:34)   Chris Explains why surfing is the perfect metaphor for business. (14:39)   Chris shares his background story and the key to his success. (17:55) Chris shares that he left John Hancock over a dependent agency were he later became a part-owner. (20:38) Chris shares his experience with the two-week class with high-level sales training from a company at a fancy resort he attended. (26:28) Chris says that one of the exercises tha

In today’s episode of Agents Influence podcast, host Jason Cass interviews Steve Anderson, owner of The Anderson Network and Author of The Bezos Letters. Steves shares his thoughts about the management systems and the digital ecosystem, data, and the importance of experimenting and inventing something new in the industry. Episode Highlights Jason Cass introduces guest Steve Anderson (1:10)     What has been Steve doing for the last two months? (2:52) Steve agreed with Jason that not everyone is geared for or should work from home. (5:24) Steve discusses the importance of using Instant Messaging tools and other communication platforms such as Teams and Zoom. (7:45) Steve says technology is an essential factor in what you do and how you operate. (14:02) Steve thinks that the customer's expectation is also one of the things that we are changing. (18:49) Steve shares what an agency needs to do with their customer. (23:10) What does Steve see in this time that makes him wonder if it’s going to stay

Bryan Falchuk, bestselling author, TEDx speaker, former insurtech executive and now managing partner of Insurance Evolution Partners joins the podcast to breakdown the future of insurance from disruption to evolution. Get more: https://ryanhanley.com

This platform has always been about giving a voice to those who have no voice so we can make forward change, progress, and momentum in the insurance industry. In summary, it's about empowering people of our industry to question what we have always been told so that people think differently. This episode is no different, the episode was created to reach the same goal, but not just for our industry but for society as a whole. No intro, outro, or ads. This discussion doesn't need anymore noise.

David Carothers, principal at Florida Risk Partners and the founder of Killing Commercial, a community of insurance producers learning to dominate the middle-market space joins the podcast for a deep dive into his unique approach to selling.   Get more: https://ryanhanley.com

In today’s episode of Agency Intelligence podcast, host Jason Cass interviews Jon Spaugy, the founder of BIG Independent Group. Jon shares his passion for the industry, his goals, and why he started an insurance association. Jon also talks about his company’s experience working from home during this time and gives an update on the BIG conference in August.  Episode Highlights: Jason Cass introduces guest Jon Spaugy. (1:07) Is Jon an Android or an iPhone user? (3:33) What was the last app that Jon downloaded? (4:20) Does Jon love to win or hate to lose? (7:52) What does Jon attribute to his success, skill, or luck? (10:10) Jon shares his background story and the key to his success. (12:34) Jon talks about the position that Hartford offered him. (16:51) Jon talks about the time he decides to be an agency owner. (20:09) What brought Jon to California? (22:23) Jon shares that when he started working in the industry, he was working with his parents. (23:03) How did Jon come about with Facebook