Agency Intelligence: The Insurance Podcast Network

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

Ryan Hanley: Can AI Really Do 60% Of Agency Work?

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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Rough Notes Front Cover, September 2025: Natalie Stone, Hill & Stone Insurance Agency

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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Insurance Shoptalk: How Whiteboard Risk Offers Their Clients an In-House, Cutting Edge Risk Management Subscription

September 1, 2025 • 48 mins
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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Insurance Shoptalk: How iBynd.com Allows P&C Agents to Quote, Bind, Service with MGA’s without Multiple Logins

August 29, 2025 • 55 mins
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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Stuff About Money: Handling Transitions: How to Navigate Change Without Losing Stability

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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I Love My Community, So I Go To The Grocery Store

August 26, 2025 • 26 mins
The insurance world is shifting fast. Jason sits down with Chris Paradiso to talk about carrier cutbacks, industry consolidation, and how AI is changing the game for independent agencies. Key Topics: Carrier pullbacks and the struggle for new appointments Why agents are being pushed toward clusters and aggregators The role of rate increases vs. true agency growth How COVID accelerated technology adoption i...
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Insurance Shoptalk: The Healthcare Alternative for P&C Agents Who'd Rather Not Deal With It

August 18, 2025 • 58 mins
In this new episode of Insurance Shoptalk, host Eric Stein chats with Dan Thompson, Chief Benefits Officer at Venture Employer Services, about how businesses can rethink their healthcare plans. Dan shares insights into modernizing employee benefits and reducing costs while improving the overall experience for employees. Don’t miss this eye-opening conversation that could change the way you approach health insurance for your busine...
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Millionaire Insurance Producer: How to Ask for the BOR at Just the Right Time

August 18, 2025 • 26 mins
Asking for the signed BOR is part science and part art. And, timing is everything! You need to be careful to not ask too soon and also to not waiver on the fence of indecision by never getting around to popping the actual question. In this throwback episode of the Millionaire Insurance Producer podcast, host ⁠⁠Charles Specht⁠⁠ will teach you how to ask for the signed Broker of Record Letter at just the right time (not too soon a...
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Stuff About Money: The Art of Executive Communication

August 12, 2025 • 49 mins
You can have the best ideas in the world—but if you can’t communicate them clearly, they won’t move anyone. Great leadership requires great communication. Whether you’re casting vision, navigating hard conversations, or just trying to be heard in a noisy world, how you say it matters just as much as what you say. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris explore what separates effective communicators fr...
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Rough Notes Front Cover, August 2025: Chip Piper & Phillip Piper - Powell & Meadows Insurance Agency

August 1, 2025 • 31 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Chip Piper & Phillip Piper of Powell & Meadows Insurance Agency, the agency featured on the August 2025 front cover of Rough Notes Magazine.  Key Topics: Embracing an agency culture that values people over hierarchy. Choosing to remain independent in a time of major M&A offers. Building str...
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Insurance Shoptalk: Create an Online Leads Team to Your P&C Agency

August 1, 2025 • 42 mins
Big news! Insurance Shoptalk has joined the AI Podcast Network! Smart conversations, sharp strategies - coming at you weekly. In this episode of Insurance Shoptalk, Eric Stein sits down with Alex Choroomi from Alkeme Insurance to discuss how digital leads and online quoting are transforming the small business insurance landscape. Alex shares his journey into the commercial insurance world, explaining how Alkeme Insurance is leve...
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Stuff About Money: Decision-Making Under Pressure

July 29, 2025 • 43 mins
As a leader, decisions are part of your daily rhythm. But not all decisions are equal—and some carry more weight than others. Under pressure, even seasoned leaders can fall into traps: overthinking, reacting too quickly, or second-guessing themselves after the fact. Stress clouds clarity, and fatigue makes it harder to trust your gut or your process. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris, LMFT break...
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Joel Dunham Used The Manual Metrics To Measure His Agency

July 22, 2025 • 34 mins
What happens when your agency nearly doubles in size overnight? For Joel Dunham, it meant rethinking everything—from team structure to tech stack. In this high-energy conversation with Jason Cass, Joel shares how he used the “Engine” manual to streamline operations, brought AI into every corner of his agency, and turned growing pains into long-term gains. If you're scaling, restructuring, or just trying to get a grip on AI, this ep...
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Millionaire Insurance Producers: You Will Reap What You Sow (in both Life & Sales)

July 21, 2025 • 20 mins
You get out what you put in. You win championships when you do the good work. You reap what you sow. These are the realities of what happens to people (and teams) who do the right things over and over again. Success comes to those who do the right work and stay consistent. Last time I checked, none of your insurance carriers pay any "consolation commission" when you come in 2nd place. It's all or nothing, baby! If you sow inactivit...
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Stuff About Money: Optimizing Your Workload: Working Smarter, Not Just Harder

July 15, 2025 • 50 mins
You’re getting things done—but are you getting the right things done? As a leader, your plate is always full. Tasks stack up, people need your input, and it’s easy to fall into a pattern of constant motion with little traction. You’re working hard, but still feel behind. You’re productive, but not always effective. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris, LMFT explore the common traps high performers ...
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Negotiating Renewals With AI, It’s A Game Changer

July 15, 2025 • 31 mins
Ever stared down a crazy renewal quote and thought, “No way”? Jason Cass shares how he used AI to challenge a 26% premium hike—and got results. It's a behind-the-scenes look at how tech can give agents an edge, plus some exciting updates on events, tools, and what’s coming next. Key Topics: Using ChatGPT to analyze multi-year loss runs and policy data How AI can level the playing field with carrier actuaries Con...
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Comprehension Debt

July 8, 2025 • 20 mins
For the first time ever, Jason Cass steps away from his usual off-the-cuff style to read from a script—and for good reason. He dives into a concept that hit close to home: comprehension debt. It’s about the gap between what you know and what you can truly live and lead. If you’ve ever struggled to explain what you believe in, this one’s for you. Key Topics: Understanding and overcoming comprehension debt in leadership ...
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Millionaire Insurance Producer: Embrace the Rejection and Find Your Clients

July 3, 2025 • 19 mins
Have you ever been rejected when doing your prospecting? Of course you have. Probably thousands of times in your life so far. It comes with the territory. But putting in the work helps you find your people. Getting hundreds of "No's" helps you find the dozens who say, "Yes!"  In this throwback episode of the Millionaire Insurance Producer podcast host ⁠Charles Specht⁠ explains how to embrace the rejecting haters when prospecting i...
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Rough Notes Front Cover, July 2025: Kelly & Steve Mora, Heritage Insurance Agency

July 1, 2025 • 42 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Kelly Mora & Steve Mora of Heritage Insurance Agency, the agency featured on the July 2025 front cover of Rough Notes Magazine.  Key Topics: Building an ag-focused insurance agency from farm roots The “tailgate relationship” approach to client connection Balancing modern technology with per...
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Stuff About Money: The Work/Home Divide: Setting Boundaries That Actually Stick

July 1, 2025 • 46 mins
As a high achiever, your work never really 'stops'—but should it? You feel pressure from the outside and from deep inside that you NEED to find balance. But balance seems elusive. Just when you feel you've found it, it’s gone. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris, LMFT break down the myth of work-life balance, the cost of blurred boundaries, and how to set limits that work without guilt or career da...
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