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
December 9, 2025 • 29 mins
Pressure on agency call volume has never been higher, and the gap between what teams can handle and what clients expect is widening fast. In this Executive Sessions conversation, Jason Cass sits down with Francisco Lopes, Founder and CEO of Sonant AI, to unpack how AI voice technology is transforming call handling, reducing repetitive tasks, and freeing teams to focus on higher-value work. Their discussion breaks down real adoption...
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December 4, 2025 • 36 mins
Where does agency efficiency go when AI begins handling the repetitive steps teams have battled for years?
Jason Cass explores that shift with Jackson Fregeau, Co-Founder and CEO of Quandri, as they break down how a renewal intelligence platform can analyze policies, trigger quoting based on premium changes, and create contextual client communication automatically. Their discussion highlights how these capabilities free up staff...
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December 3, 2025 • 15 mins
In this solo episode of the Stuff About Money podcast, host Erik Garcia, CFP®, ChFC®, BFA™ sits down for a candid one-on-one about goals. Not the shiny, New-Year’s-resolution kind, but the messy, honest kind we whisper to ourselves when no one’s listening. Erik shares two personal moments that reshaped how he thinks about goal setting, including the year Dr. Matt Morris bluntly told him, “You just made a bad goal,” and the overly a...
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December 2, 2025 • 26 mins
Leadership is shaped in the moments when uncertainty meets opportunity.
Jason Cass sits down with Doug McElhaney, Chief Strategy Officer at Applied Systems, for an Executive Sessions discussion at the Applied Conference, where Doug breaks down how strategic clarity guides agencies through rapid technological change. Drawing from his years at McKinsey and his work at Applied Systems, he shares the decisions, mentors, and personal...
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December 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 Mark Rodgers, Founder of Trailstone Insurance, the agency featured on the December 2025 front cover of Rough Notes Magazine.
Key Topics:
Mark’s reaction to being selected for the Rough Notes Magazine front cover
Trailstone’s growth from a small agency to a large operation after shifting strateg...
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November 25, 2025 • 19 mins
What happens when experience, resilience, and strategic discipline converge inside a rapidly evolving insurance ecosystem?
Jason Cass sits down with Ashim Khurana, COO of Cogneesol, for an Executive Sessions conversation that explores how a 25-year industry leader balances instinct, data, technology, and people. Drawing from work across global operations, insurance services, and Cogneesol’s transition into IT-enabled solutions, ...
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November 20, 2025 • 32 mins
In this episode of Insurance Shoptalk, host Eric Stein sits down with Vlada Lotkina, CEO and co-founder of SUPERAGENT, to explore how AI is changing the way P&C agencies train and scale their sales teams. Vlada breaks down how SUPERAGENT’s AI personas create realistic roleplay for new producers, how the real-time sales co-pilot improves conversion rates for experienced reps, and how their outbound AI agent can qualify leads, gath...
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Stuff About Money: Episode 96: Faith, Finances, and Facing Mortality: A Conversation with Gio Arenas
November 19, 2025 • 33 mins
In this moving episode of the Stuff About Money They Didn’t Teach You in School podcast, Xavier Angel, CFP®, ChFC®, CLTC, sits down with Giovani Arenas, business partner of Erik Garcia, CFP®, BFA™, ChFC®, at Garcia Insurance Services, to talk about life, death, and everything in between. Gio, who received a double lung transplant just two years ago, shares his remarkable story of resilience and faith. From being told as a child tha...
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November 18, 2025 • 34 mins
How do you build a 26-year career around storytelling, culture, and servant leadership while staying relevant through every wave of change?
Jason Cass sits down with Peter Van Aartrijk, Senior Vice President at Aartrijk, for an Executive Session recorded live at Applied Net in Las Vegas. From his early years as a journalist to building a respected insurance branding firm, Peter shares the mentors, moments, and lessons that shape...
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Would your P&C agency benefit from nearshore or offshore back-office solutions? Find out more in this episode of Insurance Shoptalk! In this episode, host Eric Stein is joined by guests Mark Stetson and Henderson Watkins from Solvo Global. They share more about Solvo Global and their many services for P&C agencies, like processing certificates, scrubbing accords, forwarding policy information, and handling reinstatements and cancel...
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November 13, 2025 • 28 mins
No doubt you were hired to sell insurance. But did your agency leadership make you FIRST prove that you can prospect to set appointments? I would suspect probably not. And, that's why so many insurance producers fail and don't make it -- or at least why they don't make enough money. They are good at relationship building and closing business, but they just can't set enough appointments.
In this throwback episode of the Millionai...
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November 13, 2025 • 34 mins
What happens when one of the industry’s most influential voices decides to rebuild from the ground up?
Jason Cass sits down with David Carothers, Founder of Florida Risk Partners and Creator of The Protégé, for a conversation that dives into what it really takes to evolve. David shares how his agency found explosive growth in personal lines, why transparency is the new superpower in carrier relationships, and how mentorship, le...
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November 12, 2025 • 46 mins
In this episode of Insurance Shoptalk, host Eric Stein sits down with Terry McLean, CEO of SageSure, to discuss how the company has built one of the largest independent property insurance platforms serving catastrophe-exposed markets. Terry shares insights into navigating the hardest property market in decades, managing risk in wildfire and coastal regions, and balancing technology with hands-on underwriting and claims operations. ...
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Jason Cass sits down with Dana Coates, CEO and Director of Strategic Partnerships at UWIB Risk & Insurance Solutions, for an Executive Session recorded live at Accelerate to discuss mentorship, generational leadership, and the importance of letting new leaders grow through experience. Together, they explore how patience, trust, and lifelong learning shape success in the insurance industry.
Key Topics:
Transitioning agency o...
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November 10, 2025 • 45 mins
In this episode of Insurance Shoptalk, host Eric Stein of Insured Solutions speaks with Bob Butts of Alternative Comp Solutions (ACS) about Ohio’s newly approved Alternative Employer Organization (AEO) program—an innovative alternative to the state’s traditional Bureau of Workers’ Compensation system.
They discuss how this new model allows agents to finally earn commissions on workers’ comp, helps employers save 20–30% on premium...
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November 10, 2025 • 20 mins
Check out: https://permissiongroup.com/permission-producer-school/
Imagine setting twice as many new business appointments with your prospects, tripling your win percentage, writing more accounts, writing larger-revenue generating accounts, and winning most (all?) of these new clients by signed Broker of Record Letter, rather than going through a normal quoting process.
Sound to good to be true? Well, it's not. It's exact...
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November 6, 2025 • 47 mins
In this episode of Insurance Shoptalk, guest Jamie Fortier from isolved joins host Eric Stein to discuss how insurance agents can expand into payroll services through flexible referral and white-label models. Jamie explains how isolved supports agents with full back-office operations—from payroll processing to tax management—allowing them to grow revenue without adding staff. The conversation dives into isolved’s focus on enhancin...
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November 5, 2025 • 40 mins
In this episode of Stuff About Money They Didn’t Teach You in School, hosts Erik Garcia, CFP®, ChFC®, BFA™, and Xavier Angel, CFP®, ChFC®, CLTC®, tackle a hard truth — sometimes, the biggest threat to our financial health isn’t the economy, it’s the lies we tell ourselves. From “I’ll save when I make more” to “I deserve this purchase” and “I can time the market,” Erik and Xavier break down how these self-deceptions quietly shap...
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November 4, 2025 • 23 mins
Technology is reshaping insurance and redefining leadership. Jason Cass welcomes Daniel Hom, Chief Technology Officer at Symphony Risk Solutions, for an Executive Session live from NetVu Accelerate. Together, they explore how the rapid pace of AI, cybersecurity, and automation are transforming the industry, and why the next generation of agency leaders must think like technologists as much as business builders.
Key Topics:
...
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November 1, 2025 • 29 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Brett Merrill, CEO of Merrill Insurance, the agency featured on the November 2025 front cover of Rough Notes Magazine.
Key Topics:
The honor of Merrill Insurance being featured on Rough Notes Magazine
Carrying forward a century-old family agency and honoring his father’s legacy
Building an...
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