Efficiency First, Then Productivity, Then Measure The SES

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 operations When and why to bring on VEs or automation instead of more staff The difference between doing more with less vs. doing less to get more Redefining team metrics: revenue per human layer vs. headcount The mindset shift from tasks and departments to job types and roles Introduction to the AI 2030 Manual and what it means for the future of insurance agencies Reach out to: Jason Cass Visit Website: Agency Intelligence Produced by PodSquad.fm