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
October 8, 2025 • 32 mins
In this episode of Stuff About Money They Didn’t Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™, and Xavier Angel, CFP®, ChFC®, CLTC, tackle one of the most important yet often overlooked financial topics: long-term care. The conversation kicks off with a laugh as Erik shares how Xavier nearly got himself kicked out of a professional study group for challenging the conventional wisdom around long term care insurance. That sets...
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October 7, 2025 • 35 mins
What shapes a leader who has spent decades at the highest levels of business? Jason sits down with Frank Friedman, CEO & President at IPFS, for an Executive Session that blends personal stories with industry insight. From mentors who made a difference to premium financing, payments innovation, and the future of insurance tech, this conversation highlights the human side of leadership.
Key Topics:
Early career mistakes that ...
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October 2, 2025 • 34 mins
What happens when a State Farm agent decides he’s not cut out for the captive world and instead builds a tech empire supporting $2B in premium? Jason Cass sits down with Austin Moorhead, Founder of Lava Automation to unpack that journey.
Key Topics:
Austin’s leap from State Farm to automation and his “lightbulb moment” with Keap
Growing from a side project into 350+ virtual assistants powering $2B in premium
Ba...
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October 1, 2025 • 28 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jackson Rollo, President at Rollo Insurance, the agency featured on the October 2025 front cover of Rough Notes Magazine.
Key Topics:
The honor of being featured on the Rough Notes Magazine front cover
Carrying forward a family agency legacy while creating new impact
Jackson’s journey from...
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September 30, 2025 • 50 mins
We’re bringing back a powerful Executive Session with Ryan Hanley, who at the time of this recording was CMO at Linqura (and is now the company’s President). In this replay, Ryan opens up about his journey from small-town beginnings to industry leadership, sharing raw insights on humility, resilience, and the seasons of business leadership. He and Jason dig into AI’s role in reshaping insurance, why data accuracy and security can’t...
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September 23, 2025 • 32 mins
In this episode of Stuff About Money They Didn’t Teach You in School, hosts Erik Garcia, CFP®, BFA™, ChFC®, and Xavier Angel, CFP®, ChFC®, CLTC, dive into what they call “backwards planning.” Erik shares a story about driving his daughter to college, where the destination was clear but the journey allowed for meaningful detours that still aligned with their ultimate goal. This idea of starting with the end in mind sets the stage fo...
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September 23, 2025 • 25 mins
What does marketing look like when it’s less about pushing products and more about building trust?
Jason sits down with Rushang Shah, Chief Marketing Officer at HawkSoft, for an Executive Session about trust-driven marketing, lessons from the early tech world, and how a purple cow became the company’s most recognizable symbol.
Key Topics:
Why HawkSoft views marketing as building trust, not promotion
The family sto...
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September 18, 2025 • 34 mins
What happens when the next generation of InsurTech leaders blends efficiency with servant leadership? Jason Cass sits down with Toby Hung, Co-Founder & COO of 1Fort, to talk about AI-driven automation, the future of agency workflows, and why people, not just technology, remain at the center of insurance.
Key Topics:
Toby shares 1Fort’s vision as an all-in-one AI solution for commercial agencies
Automating submissions ...
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September 17, 2025 • 50 mins
In this episode of Insurance Shoptalk, join host Eric Stein and guest Vladimir Vladimirov for an in-depth exploration of NowCerts and their cloud-based integration CRM and agency management system, Automate 365.
In this episode, NowCerts system manager Vladimir talks though the many uses and benefits of Automate 365, including the system’s ability to assist P&C agents with task like online quoting, sales, marketing, customizable ...
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September 16, 2025 • 29 mins
Executive sessions are all about pulling back the curtain, and this one does just that. Sean Hawkins, Co-Founder and VP of Development at HawkSoft, joins Jason to share how a farm kid turned programmer helped build one of the industry’s most trusted systems. From navigating shiny tech trends to keeping data ownership and people first, Sean’s story shows why HawkSoft’s culture continues to stand out.
Key Topics:
Sean’s early...
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September 15, 2025 • 32 mins
Are you disgusted yet? Yes, disgusted! But, disgusted with your own personal sales results, more specifically. I mean, at the end of the day, nothing will get better until you become disgusted enough with the results you've been getting that you then implement change and do something different. It really is that simple. Building a $1,000,000 or more Book of Business through a signed Broker of Record Letters is really that simple. T...
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September 15, 2025 • 54 mins
Ohio Workers’ Comp Just Changed – Here’s What Agents Need to Know:
In this episode of Insurance Shoptalk, host Eric Stein talks with Bob Butts, Chief Risk Officer at Alternative Comp Solutions (ACS), about a major change in Ohio’s workers’ compensation market.
For the first time, agents can now sell workers’ comp in Ohio and earn commission, thanks to Senate Bill 2011 and approval by the Ohio Bureau of Workers’ Compensation. ...
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September 9, 2025 • 61 mins
What do engineering, entrepreneurship, and divinity have to do with each other? Apparently, more than you think. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, sits down with Tulane professors Rob Lalka, who teaches entrepreneurship, and Matt Escarra, a professor of engineering, to talk about a course that challenges students to ask the big questions. They discuss technology, ethics, purpose, and yes, even money. Inspired by a cu...
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September 9, 2025 • 28 mins
What happens when the heart of a company beats just as strongly as its technology? Jason sits down with Paul Hawkins, CEO at HawkSoft, for an in-person Executive Session at HawkSoft HQ. From family roots and servant leadership to AI, agency tech trends, and the story behind the Purple Cow, this conversation is as much about people as it is about platforms.
Key Topics:
Why HawkSoft hires 80% on culture and 20% on skill
...
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September 8, 2025 • 33 mins
Having coached Producers over the last fifteen on how to sell insurance, there is one main factor I see as the primary indicator of whether or not that Producer will write a lot of new business commission this year ... or struggle at merely hitting their goals. What is that one thing? Well, that's what host Charles Specht will share on today's episode. But .... it's not just about telling you what it is. He'll also teach you how to...
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September 4, 2025 • 58 mins
When Jason Cass sits down with Ryan Hanley, CMO of Linqura, you know it’s not going to be a lightweight conversation. This time, the two go head-to-head on what AI really means for agencies, why margins are the battlefront, and how different visions of success shape the way you build. From the future of efficiency to the heart of agency culture, this one has everything.
Key Topics:
Ryan’s journey with Finding Peak and what ...
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September 1, 2025 • 24 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Natalie Stone, President of Hill & Stone Insurance Agency, the agency featured on the September 2025 front cover of Rough Notes Magazine.
Key Topics:
Natalie’s surprise at being featured in Rough Notes
The 1912 founding of Hill & Stone by her great-grandmother
Four generations of family le...
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Welcome to another episode of Insurance Shoptalk, where host Eric Stein provides P&C agents with industry updates and in-depth information about new tools and programs they can use to improve their business! In this episode, Eric chats with guest John Tillery, one of the founder's of Whiteboard Risk, a commercial property and casualty agency located in Southern California and operating in all states. In this episode, Eric and John ...
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Are you a P&C agent interested in learning how to quote, bind, and service without the need for multiple logins? Find out more in this episode of Insurance Shoptalk with host Eric Stein and guest Phil Friedman from iBynd! iBynd is a comparative insurance rater that allows P&C agents to quote, bind, and service for property and casualty insurance carriers in Workers’ Compensation—all without the need to login to multiple websites to...
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August 26, 2025 • 51 mins
Change is part of life—but that doesn’t mean it’s easy.
Transitions—whether personal, professional, planned, or unexpected—can shake our sense of identity, rhythm, and control. Even positive change can feel disruptive when it alters what we’ve known or how we’ve operated.
In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris explore how leaders can navigate seasons of change without losing their footing. They d...
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