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 7, 2026 • 33 mins
What if you’re not behind financially? What if you’re just getting started? In this episode of Money in Real Life, Stuff About Money co-hosts Xavier Angel CFP®, ChFC®, CLTC®, and Erik Garcia, CFP®, BFA™, tackle the pressure young professionals feel to build wealth while paying down debt, starting careers, managing everyday expenses, and still trying to enjoy their lives.
Xavier and Erik explore why building wealth isn&...
Listen
Watch
Mark as Played
October 1, 2026 • 26 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Linda Fisher, Founder of Cardinal Insurance Group, the agency featured on the October 2026 front cover of Rough Notes Magazine.
Key Topics:
Why taking care of the team comes before taking care of the client
Moving from boss to leader and helping employees chase their own dreams
Hiring less...
Listen
Watch
Mark as Played
September 29, 2026 • 27 mins
What if your biggest competitor isn't the agency down the road, but your own habit of hiring? Jason Cass goes solo this episode to break down NexAgency's rollout of NexOne, why AMS platforms are becoming little more than a database, and how a lesson from Southwest Airlines reframes what real competition looks like for independent agents.
Key Topics:
NexAgency rolled out NexOne on September 1st, growing from 10 demo agencies to...
Listen
Watch
Mark as Played
September 24, 2026 • 22 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, pulling from the archives, Jason Cass sits down with Randall Boss, Certified Risk Manager and Certified Risk Architect at Ottawa Kent Insurance Agency (now part of HIGHSTREET Insurance Partners), the agency featured on the July 2012 cover of Rough Notes Magazine.
Key Topics:
What landing the cover of Rough Notes in 2012 meant to R...
Listen
Watch
Mark as Played
September 23, 2026 • 28 mins
What if the biggest thing keeping young adults from building wealth isn’t how much money they make, but believing wealth is even attainable? In the second episode of Money in Real Life, Xavier Angel, CFP®, and his daughter Caitlin tackle the question that naturally follows their first conversation: I know what I want my money to make possible, but how do I actually get there?
Xavier and Caitlin talk through why building weal...
Listen
Watch
Mark as Played
September 22, 2026 • 34 mins
Turning an hour-long insurance quote into a 20 minute process is exactly the kind of problem Gaya was built to solve. Jason Cass sits down with Carl Ziadé, Co-Founder of Gaya, to unpack how the platform is reshaping the way agents fill carrier portals, handle transportation submissions, and prepare for what's next in agentic quoting.
Key Topics:
Gaya autofills carrier portals as a browser extension complement to raters
Ga...
Listen
Watch
Mark as Played
September 14, 2026 • 51 mins
In this episode of Insurance Shoptalk, Eric Stein sits down with Patrick Davis, CEO of InsurePay, to discuss how pay-as-you-go workers’ compensation is changing the way businesses pay premiums—and why insurance agents should understand it as both a client benefit and a retention tool. Patrick explains how pay-as-you-go connects workers’ compensation premiums directly to actual payroll, recalculating exposure wi...
Listen
Watch
Mark as Played
September 10, 2026 • 48 mins
In this episode of Insurance Shoptalk, Eric Stein chats with Norm Hudson, CEO of Staff Boom, to explore why insurance agencies need to build the right operational foundation before AI and automation can deliver meaningful results. Norm shares lessons from working with insurance agencies, MGAs, wholesalers, and other organizations that have attempted to automate processes only to discover that inconsistent data, workflows, and namin...
Listen
Watch
Mark as Played
September 9, 2026 • 32 mins
What does “building wealth” mean when you’re still trying to figure out rent, your career, debt, relationships, and adulthood?
In this episode of Stuff About Money They Didn’t Teach You in School, Xavier Angel, CFP®, sits down with his daughter, Caitlin, for a conversation that started when she gave him some unexpected feedback: “I don’t think you should give this presentation.” Xavier had...
Listen
Watch
Mark as Played
September 8, 2026 • 42 mins
What can four decades in the restaurant business teach an insurance agency about running a tighter, more profitable operation? Jason Cass sits down with Troy Korsgaden, Founder of Korsgaden Consulting Services and Keynote Speaker for IndieTech 2027, to unpack lessons on client engagement, AI adoption, and building a resilient agency built to last.
Key Topics:
Parallels between running Crawdaddy's restaurant and building a prof...
Listen
Watch
Mark as Played
September 1, 2026 • 28 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Robbie Smith, Co-Founder of Oakbridge Insurance the agency featured on the September 2026 front cover of Rough Notes Magazine.
Key Topics:
Robbie reflects on Oakbridge Insurance earning a spot on the cover of Rough Notes Magazine
Oakbridge Insurance formed five and a half years ago when four Ge...
Listen
Watch
Mark as Played
August 26, 2026 • 23 mins
In the final episode of the series, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT bring together the core ideas explored throughout The Psychology of Money. They revisit the framework that ties the entire series together:
Your thoughts shape you
Your habits build you
Your choices define you
The conversation expands beyond investing and budgeting into fulfillment, relationships, identity, and purpose. Erik reflects on...
Listen
Watch
Mark as Played
August 20, 2026 • 46 mins
In this episode of Insurance Shoptalk, Eric Stein sits down with Marc Duffy of Duffy Insurance to explore how a family-owned independent insurance agency can grow through acquisitions while maintaining its culture, personal service, and local identity. The conversation covers agency integration, technology and management systems, employee training, recruiting, producer incentives, and the different reasons agency owners choose t...
Listen
Watch
Mark as Played
August 18, 2026 • 62 mins
What if the negotiation you're losing has already started before you even open your mouth? Jason Cass sits down with Chris Voss, CEO and Founder of The Black Swan Group, to unpack the tactics behind high-stakes negotiation, from hostage crises to closing sales.
Key Topics:
The negotiation has already started before the first word is spoken
Lessons learned from the Burnham-Sobero hostage case in the Philippines
The ch...
Listen
Watch
Mark as Played
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 &...
Listen
Watch
Mark as Played
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
...
Listen
Watch
Mark as Played
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 ...
Listen
Watch
Mark as Played
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...
Listen
Watch
Mark as Played
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 ...
Listen
Watch
Mark as Played
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...
Listen
Watch
Mark as Played
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Listen to 'The Bobby Bones Show' by downloading the daily full replay.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.