Agency Intelligence: The Insurance Podcast Network
The Agency Intelligence Podcast Network is the top insurance podcast network with many unique series that let you hear from both insurance agency owners and insurance industry influencers. Learn from real insurance agents in real insurance agencies, get the latest and greatest that thought leaders in the insurance industry have to offer, and more!
Episodes
August 12, 2026 • 18 mins
How much control do we really have over our financial future? In this episode, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore the tension between external circumstances and personal responsibility. While economic conditions, inflation, taxes, and unexpected crises are outside anyone’s control, the conversation highlights the many financial choices that still remain firmly within reach.
Using concepts like &...
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August 1, 2026 • 29 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Michael Cruz, Principal Owner of Foresight Insurance, the agency featured on the August 2026 front cover of Rough Notes Magazine.
Key Topics:
Michael's reaction to being featured on the cover of Rough Notes Magazine
Foresight Insurance's growth to 13 employees and 10 years in business near DC
...
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July 30, 2026 • 51 mins
Why do less than a third of independent agents actually use a CRM, and what is that gap costing them? Jason Cass sits down with Mariah Gates, Founder of Accelerated Automation, to unpack agency operations, the shifting role of AMS platforms, and what it really takes to prepare an agency for AI.
Key Topics:
Why less than 27% of agents actually use a CRM, per a Vertafore study
Growth through acquisition creates operational ...
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July 29, 2026 • 19 mins
Money is rarely just about numbers inside a relationship. In this episode, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT unpack why financial conflict in marriages and partnerships is often rooted in deeper emotional needs like trust, security, control, communication, and vulnerability.
Drawing from years of counseling couples and advising families, they discuss financial infidelity, power imbalances, differing money ph...
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July 15, 2026 • 17 mins
Everyone has financial regrets. In this episode, Erik and Dr. Matt tackle the emotional weight people carry from past financial decisions — debt, overspending, failed investments, divorce, financial scams, and seasons of instability. The real danger, they explain, isn’t the mistake itself; it’s allowing the mistake to become an identity.
Dr. Matt introduces the difference between guilt and shame: “I made a ...
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July 7, 2026 • 32 mins
What does it actually look like when an independent agent builds a fully staffed, four-day-workweek agency that outpaces the captives? Jason Cass sits down with Michael Cruz, COO of Virtual Intelligence and ERIE agent based in Maryland outside Washington DC, to unpack how virtual employees, smart staffing, and operational flexibility are reshaping what an independent agency can be.
Key Topics:
Michael's agency: started from...
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July 1, 2026 • 32 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Angela Trimble & Janet Payne, Co-owners of TrustPoint Insurance the agency featured on the July 2026 front cover of Rough Notes Magazine.
Key Topics:
How Angela and Janet went from college roommates to agency co-owners 17 years later
Agency overview: three locations, 22 staff, and lines...
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July 1, 2026 • 25 mins
Most people believe financial transformation starts with motivation. Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT argue the opposite: motivation fades, but habits compound. In this episode, they explain why relying on bursts of inspiration or willpower almost always leads to inconsistency — especially when it comes to money.
Using stories from fitness, personal finance, and everyday life, they break down ho...
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June 17, 2026 • 22 mins
Money is emotional — and in this episode, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore why emotions have such a powerful influence on financial behavior. From market volatility and economic uncertainty to comparison, insecurity, and fear of failure, people rarely make purely rational financial decisions. Instead, emotions often drive reactions that conflict with long-term goals.
Dr. Matt introduces ...
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June 16, 2026 • 32 mins
What's really behind the growing wave of producers walking out the door? Jason Cass sits down with Athena Page, Head of Sales at Virtual Intelligence, to unpack the real reasons good producers leave agencies and what owners can do to stop the cycle before it starts.
Key Topics:
Why producers leave: overwhelm, admin burnout, and doing multiple jobs at once
Career path and culture rank above money as reasons employees s...
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June 10, 2026 • 49 mins
In this episode of Insurance Shoptalk, Eric Stein sits down with David Prejeant, Vice President of Client Relations at Alacrity Solutions, to discuss one of the fastest-growing challenges facing the insurance industry: AI-powered fraud. With more than two decades of experience in claims operations, property adjusting, catastrophe response, and commercial claims management, David shares firsthand insights into how artificial intelli...
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June 9, 2026 • 27 mins
The agencies that figure out Gen Z first will have a serious edge. As part of the Virtual Intelligence series, Jason Cass sits down with Juan Rueda, Managing Director at Virtual Intelligence, to break down what it actually takes to lead, train, and retain a Gen Z workforce.
Key Topics:
Why Gen Z's tech fluency and questioning mindset are underused agency assets
How Juan built a virtual employee training program withou...
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June 3, 2026 • 23 mins
In the opening episode of The Psychology of Money series, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore one of the most overlooked drivers of financial success: mindset. Long before people learn how to invest, budget, or build wealth, they develop internal “money scripts” — subconscious beliefs shaped by childhood experiences, family dynamics, culture, and personal history.
Together, Erik and M...
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June 2, 2026 • 43 mins
What happens when the person building your phone technology has actually spent time on your side of the desk? Jason sits down with Veronika Perkowski, Senior Manager of Corporate Strategy at LightSpeed Voice, to dig into how voice technology is evolving, what Nova Pro brings to agency workflows, and why today's AI voice agents may be doing more harm than good.
Key Topics:
Veronika's path from media strategy and an AI startu...
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June 1, 2026 • 47 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Bradley Flowers, Founder of Portal Insurance, the agency featured on the June 2026 front cover of Rough Notes Magazine.
Key Topics
From selling cell phones and planning to teach to dropping out of college for insurance
Taking a $15K salary to learn P&C: chasing opportunity over money
...
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May 29, 2026 • 42 mins
In this episode of Insurance Shoptalk, Eric Stein sits down with Jake Cash, founder of CynrX Group and former marketing leader at GEICO, to discuss what insurance agencies need to do to grow in today’s rapidly changing marketing environment. Drawing from his experience managing large-scale insurance marketing campaigns and helping hundreds of agencies grow their books of business, Jake shares practical insights on lead genera...
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May 28, 2026 • 57 mins
What happens when you stop building your life around your work and start building your work around your life? Jason sits down with Ryan Hanley for a wide-ranging conversation covering ITC Agents, the philosophy behind his upcoming book Easy Mode, and why autonomous AI agents may already be the biggest unlock independent agents aren't using.
Key Topics:
How Drake and Ryan grew ITC Agents into a premier event for independent ...
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May 27, 2026 • 48 mins
In this episode of Insurance Shoptalk, host Eric Stein sits down with James Benham, founder of JBK and Terra, host of the InsureTech Geek Podcast, and a longtime technology leader in the insurance industry. James shares insights from more than two decades building software, claims systems, underwriting platforms, and automation tools for carriers, TPAs, MGAs, and brokers across the insurance ecosystem.
The conversation dives i...
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May 22, 2026 • 27 mins
In this episode, Erik P. Garcia, CFP®, ChFC®, BFA™, and Xavier J. Angel, CFP®, ChFC®, unpack a misunderstood truth about building wealth: real wealth takes time. Picking up from their earlier conversations on discipline, behavior, and consistency, they dive into the power of compounding—not just financially, but professionally and personally as well. Through stories, analogies, and practical examples, they challenge the myth ...
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May 21, 2026 • 25 mins
In this episode of the Millionaire Insurance Producer podcast, host In this last episode of the Millionaire Insurance Producer Podcast, host Charles Specht tries to hit you squarely between the eyes. In other words, he wants to get you thinking. Do you need to pivot? Do you need to start something -- finally! -- that you've been thinking about for a while but just haven't gotten around to getting it going? Why are you doing what yo...
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