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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 personal service Cultivating agency culture across generations Leading through mentorship, education, and EOS principles Strategic growth through acquisitions and team development Empowering young professionals and honoring legacy wisdom Reach out to: Steve Mora Kelly Mora Jason Cass Visit Website: Heritage Insurance Agency Rough Notes Magazine Produced by PodSquad.fm
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