Agency Intelligence

Episode 4 of the COVID19 Special Episodes. The podcast was recorded with Elisha Cavanaugh and Erin Nutting and we discussed life inside and outside the agency in this new temporary norm. We give great advice about drinking more wine and how we are all dealing with our new profession as a school teacher. I am sure no one is dealing with this right? Sit back, hit play and put a smile on your face. We got this.

Episode Three of the COVID19 Special Edition Podcast Series, Helping insurance leaders lead their people, I sat down with Erik Garcia this past Saturday afternoon to give you the leadership knowledge that flows from this man’s brain. Erik and I have done many podcasts together (he even has his own) but this ranks high up there. IMO, as one of the best yet and there is no better time to deliver it. Once you listen to this, your fears of the unknown will subside and the leader that is in you, the one you have been building for years for this moment, will start to rise. #rationaloverconfidence

This podcast is the How-To-Guide for working at home. We talk about the starting point to the finish line and everything in-between. The goal was to give you guidance and tactical information and Wes delivered…BIG time.

In these unprecedented times, we need unprecedented leadership. I reached out to Jeff Roy, President & CEO of Excalibur Insurance Group, after he released information on what business owners can do to Cope with COVID19. This is a special edition episode to help agency owners lead the way. No one has ever gone through this, but together we will and it all starts here with this podcast.

In today's episode of Agency Intelligence, host Jason Cass interviews Jeff Shi, Chief Visionary Officer at Quantum Assurance International and Wessly Anderson, Founder of Financial Network and Co-Founder of Agency VA. The conversation revolves around Jeff Shi’s leap from selling cars to selling insurance, his work at Allstate and Quantum Assurance International, scaling his busy to incredible levels, and the importance of bouncing back from your falls as quickly as you can and growing from past experiences.   

In today's episode of Agency Intelligence, host Jason Cass interviews Grant Botma, Founder of Culture Course and Stewardship, as well as the number 1 best-selling author of The Problem Isn’t Their Paycheck. Grant Botma discusses how he evolved from growing up in a household with parents that struggled with alcoholism to growing his company Stewardship into an INC 5000 company, the blueprints to creating a successful company culture, and the importance of planning your ideal week.   

In today's episode of Agency Intelligence, host Jason Cass interviews Jared Bellmund, Managing Partner at ALLCHOICE Insurance in Hendersonville, North Carolina. Jared Bellmund talks about the power of really getting to know potential clients through finding out their needs and engagement with them, not relying on social media for marketing, and the usefulness of having a downloadable app.  

In today's episode of Agency Intelligence, host Jason Cass interviews Christian Moore, Owner and The Insurance Guy at The REAL Insurance Agency, and Founder of The Edgent in the Lexington, Kentucky area. Christian Moore talks about his quest for the truth and transparency, ways that his agency is structured and give back to their local community, being a Christian entrepreneur, pushing agents to focus on giving good advice, and holding steadfast to his integrity. 

In today's episode of Agency Intelligence podcast, host Jason Cass is joined by Mastermind member Daniel Seong who talks about his life and career in the insurance industry. Find out his advice to other agency owners.

Rand Fishkin is a world-class entrepreneur, best selling author and one of the most dynamic individuals in the marketing and entrepreneurial space, if not the world. His work has also played a major impact on the success of my own career and it was my great honor to share our conversation with you.

In today´s episode of Agency Intelligence, host Jason Cass interviews Jack Wingate, Founder and President of ALLCHOICE Insurance in the Greensboro/Winston-Salem, North Carolina Area. Jack Wingate talks about getting started in the insurance industry, what branding really means to him, the importance of being ok with not having all the answers so that you can find them, and why you need to spend some time outside of your agency.   

In today´s episode of Agents Influence, host Jason Cass has a discussion with Arleen Taveras & Ted Taveras who are both the President and COO of Spot On Insurance and ILSA and also the Co-Hosts of Spot On Insurance Podcast. Arleen Taveras & Ted Taveras talk about their backgrounds in technology, insurance, compliance and starting ILSA and Spot On Insurance, as well as developing their compliance courses and their Spot On Insurance Podcast.

In today´s episode of Agency Intelligence, host Jason Cass interviews Erik Garcia, Owner of Garcia Insurance Services, President at Garcia Financial Group, and Investment Advisor at New Century Financial Group, LLC. Erik Garcia discusses the differences between financial advising and financial planning, avoiding the one size fits all approach to financial planning, the concept of ‘fee compression,’ Dave Ramsey’s advice, and planning for your ideal future. 

David Davis went from traveling the world, solving Fortune 500 technology challenges to a single location independent insurance agency and is absolutely changing the game. Get more: https://ryanhanley.com

In today´s episode of Agents Influence, host Jason Cass has a discussion with Raghav Tanna, Chief Executive Officer of Tarmika, a company that is helping insurance agencies become more efficient through a single entry comparative rating solution. Raghav Tanna talks about how he got into the insurance industry working for his dad, the creation of Tarmika, Raghav’s goals for the independent agency system, the differences between indietech and insurtech, and how Tarmika is empowering independent agencies.

In today´s episode of Agency Intelligence podcast, host Jason Cass interviews Chad Spaide, Founder of Pure Potential Insurance Automation and President of BenefitSource Insurance Services. Chad Spaide talks about what it is like to run an agency, utilizing automation properly, converting his agency from paper to digital, risk management, customers needing to hear from agents, and getting agents onboard with automation conversions. 

Carey Wallace, CEO of IntellAgents, joins the podcast to explain how agents and associations can pool their data resources to build more efficient and valuable organizations. Get more: https://ryanhanley.com

In today's episode of Agents Influence, host Jason Cass has a discussion with David Carothers, Principal at Florida Risk Partners, Founder of Game Changers Marketing, Founder of Killing Commercial Insurance Sales Training, and Book Author at The Extra 2 Minutes. David Carothers and Jason Cass talk about commercial insurance, reinventing yourself, adapting what you learn to your business, and Killing Commercial Insurance Sales Training. 

Brian Ahearn, former Director of Learning at State Auto Insurance, explains how insurance agents harness the powers of influence and persuasion. Get more: https://ryanhanley.com

In today’s episode of Agents Influence, host Jason Cass has a discussion with Chris Langille, Founder of Advisor Evolved and Insurance Website Developer. Chris Langille talks about the new product offerings that are coming from Advisor Evolved, the problems with relying on word-of-mouth marketing, qualitative return-on-investment versus quantitative return-on-investment, and the power of Advisor Evolved websites.