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
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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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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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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July 1, 2025 • 37 mins
Want to future-proof your insurance agency? Jason, Shawn, and Stephen talk about the tech that matters, the tasks worth automating, and why relationships still lead the way.
Key Topics:
AI is a tool to enhance—not replace—relationships in insurance.
The biggest mistake agents make is staying siloed instead of connecting with others.
Agencies need to stop chasing what's changing and double down on what stays the ...
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June 30, 2025 • 26 mins
There are THREE things that if insurance producers did, they would have far more success at prospecting and selling insurance. What are these THREE things you might ask? Well, that's what podcast host Charles Specht will teach you in today's throwback episode on building a $1,000,000 or more Book of Business.
Key Topics:
The power of micro-niching to attract and convert ideal clients
Winning BORs with a 12-month service...
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June 24, 2025 • 21 mins
Jason gets real about why the old agency model isn’t working—and what he’s doing about it. From a free manual to a full book and audiobook, he’s laying out a new path forward for agents ready to build smarter, not harder.
Key Topics:
Why agency life feels broken—and how we got here.
The rise of “IndieTech” and agents building their own tools.
AI as an accelerator, not a replacement, for human intelligence.
...
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June 17, 2025 • 34 mins
You’re successful, driven, and operating at a high level—but something still feels off. Maybe you’re stuck, overwhelmed, or just not seeing the growth you want. You can use help to get to the next level. Hiring a coach could be the missing piece.
In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris break down the difference between coaching, therapy, and mentorship, and how to self-assess whether coaching is the ri...
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June 17, 2025 • 36 mins
Jason Cass brings back Landry Fields to talk about how AI is already changing the way agencies work. From building smarter workflows to thinking beyond ChatGPT, this one’s all about what’s next—and how to get there fast.
Key Topics:
Why Landry compares AI’s future role in agencies to Iron Man’s Jarvis.
The rapid shift from automation to AI delegation—and what it means for staff roles.
How Zapier’s new AI agents ...
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June 16, 2025 • 32 mins
Insurance agents who struggle at setting new business appointments with prospects, or winning signed Broker of Record Letters, or winning through a quoting process, are typically agents that don't have a Competitive Differentiation that makes the prospect say, "Wow!" In other words, if you don't have anything -- either a tangible service or a unique process -- that separates you from other competitors, your prospect will subconscio...
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June 10, 2025 • 23 mins
This one’s all about how AI is flipping the internet on its head. Jason walks through how the web works now, how AI reads between the lines, and what you can do to keep your site and content relevant as everything changes fast.
Key Topics:
Understanding how Google works today—and why that’s about to change.
How AI interprets intent, not just keywords, to deliver smarter answers.
Why traditional SEO is losing gro...
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June 5, 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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June 3, 2025 • 16 mins
Fresh off the Insurance Agent Summit, Jason Cass shares a quick take on what growing agencies really need to hear. It’s not just about writing more—it's about fixing what’s slowing you down. Let’s talk efficiency, automation, and the future of your agency.
Key Topics:
Why increasing efficiency is the only path to sustainable productivity
The Swing Efficiency Score (SES): what it is and how it transforms agency operati...
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June 3, 2025 • 25 mins
Why do we assume something has to be complicated to be valuable? That question sparked a spontaneous recording session after Erik Garcia, CFP®, ChFC®, BFA™, walked into Xavier Angel’s office to unload a bit of planner frustration. Joined by co-host Xavier Angel, CFP®, ChFC®, CLTC, the two dive into the false narrative that complexity equals effectiveness when it comes to financial planning. Spoiler: it doesn’t.
In this unscrip...
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June 1, 2025 • 32 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Monica Adwani, CEO of Breezy Seguros, the agency featured on the June 2025 front cover of Rough Notes Magazine.
Key Topics:
Leading agency transformation through culture and accountability.
Why understanding minority consumer behavior is key to sustainable growth.
Creating systems that mee...
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May 27, 2025 • 30 mins
Jason interviews Matthew Vega-Sanz, CEO of GAIL, to break down how GAIL went from startup speed to enterprise scale. GAIL GPT is here—built for insurance, trained in the industry, and ready to take work off your plate. From smarter workflows to real-time insights, it’s everything agents didn’t know they needed.
Key Topics:
Rebuilding GAIL to handle explosive growth: from 3,000 to 150,000 calls per hour.
Introducing GA...
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May 21, 2025 • 59 mins
In this throwback episode, originally aired on January 4, 2023, Josh Gurley, Insurance Agency Owner at HM Advisors, redefines what it means to be an advisor.
Josh explains how truly understanding your clients’ risks and proactively servicing them sets top-tier advisors apart, turning your sales process into a relationship-building tool for long-term success.Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Ellerbr...
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May 20, 2025 • 15 mins
In this episode of the Stuff About Money They Didn't Teach You in School podcast, host Erik Garcia, CFP®, ChFC®, BFA™, shares a practical financial strategy he personally uses—what he calls practicing your future payment. Whether you’re planning to buy a home, send a child to college, or take on any significant financial commitment, Erik walks through how simulating that future expense now can reduce stress, build confidence, a...
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May 20, 2025 • 39 mins
Forget business as usual. Jason Cass lays out why now’s the time for agencies to rethink their models, leverage tech, and get serious about efficiency. Big shifts are coming, and this episode sets the tone.
Key Topics:
Why agencies must prioritize transformation over simple change
Understanding the real versus artificial intelligence in the insurance industry.
Breaking down the future labor model: licensed staf...
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May 19, 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 exactly...
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May 14, 2025 • 42 mins
In this throwback episode, originally aired on July 17, 2024, Brandon Schuh of Christensen Group challenges the traditional insurance model by asking: what if you ran your agency like a law firm?
Brandon unpacks how positioning yourself as a trusted advisor—not a quote machine—can transform client relationships, streamline your sales process, and unlock long-term growth.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock...
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