Agency Freedom

Agency Freedom

Agency Freedom Podcast exists to help insurance agency owners and sales professionals make the jump from the captive world to the independent side of the industry. We then equip you in every topic imaginable to help you dominate your market once you’re FREE. We deliver authentic, actionable and audacious content and hard-hitting interviews from the best former captives in the country. Make your Freedom Jump with Agency Freedom Podcast.

Episodes

September 30, 2022 34 min

In this episode of Agency Freedom Podcast, James talks with Dawnyel Smink, Founder, and CEO of CLI Select Agencies, an alliance of independent agencies.


Episode Highlights:

  • Dawnyel shares her background and discusses her transition from being an elementary school teacher to owning her own business. (3:32)
  • Dawnyel explains that CLI Select Agencies is there to be of service to agencies and take care of agencies and one way of doing tha...
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    In this episode of Agency Freedom Podcast, James gets into some open ended shop talk with Guest Co-Host, Tamron Manning.


    Episode Highlights:

  • Tamron shares that James has been a huge help to him in coming into the independent space. (2:52) 
  • Tamron explains why the environment plays a big role in insurance when it comes to being a sports athlete. (7:02)
  • Tamron discusses that the main reason he wanted to switch to the independence side ...
  • Mark as Played
    September 16, 2022 81 min

    In this episode of Agency Freedom Podcast, James talks with Ted Stuckey, President of Nationwide Brokerage Solutions, a wholly owned subsidiary of Nationwide Insurance.


    Episode Highlights:

  • Ted shares what Nationwide Brokerage Solutions (NBS) are all about, and what they do to help the industry. (5:34)
  • Ted explains that NBS focuses on areas where agents are struggling, and aims to zero out these challenges. (11:03)
  • James shares that h...
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    September 9, 2022 38 min

    In this episode of Agency Freedom Podcast, James talks with David Carothers about his second book which releases on September 8th, 2022.


    Episode Highlights:

  • David mentions that he explains the meaning and motivation for the title of his book, The Dirty 130. (2:03)
  • David believes that if he has a skill that distinguishes him from others, it is the ability to create a community around the content. (4:39)
  • David mentions that one of the ...
  • Mark as Played
    September 2, 2022 53 min

    In this episode of Agency Freedom Podcast, James talks with Steven Mohr, newly minted VP of Growth at Better Agency. After a three-year stop at Lightspeed Voice, Steven is already having an impact on the current and future customers of Better Agency.


    Episode Highlights:

  • Steven shares what led him to the InsurTech industry. (6:17)
  • Steven mentions that he had been an agent before meeting Brad Fuller and joining Lightspeed Voice. (09:27...
  • Mark as Played

    In this episode of Agency Freedom Podcast, James talks with Marit Peters, Executive Director of the Independent Insurance Agents of Texas, otherwise known as the Big I of Texas.


    Episode Highlights:

  • Marit explains that one of the reasons she works for the industry is because she thinks of independent agents as being so gracious in their communities. (4:54)
  • Marit shares the fundamentals of running a successful agency, including the imp...
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    In this episode of Agency Freedom Podcast, James talks with Joshua Goodman, Director of Business Development for the Kansas Big I.


    Episode Highlights:

  • Josh shares his background and what led him to his position at the Kansas Association of Insurance Agents (KAIA). (4:22)
  • Josh explains that the reason he decided to leave State Farm was because he would not have been able to take over his father's book of business when that time ca...
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    In this episode of Agency Freedom Podcast, James talks with Andrew Correll, Director of Insurance Solutions with Security Scorecard.


    Episode Highlights:

  • Andrew mentions that he began his career in the insurance market 10 years ago, mostly handling cyber insurance underwriting for technology and life sciences companies. (5:14)
  • Andrew believes that it's up to all of us to learn the ins and outs of what we do, instead of just trying...
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    In this episode of the Agency Freedom Podcast, James talks with Jason Johnson and Katherine Jones from Coterie Insurance.


    Episode Highlights:

  • Katherine discusses her role as Director of Communications for Coterie. (4:49)
  • Katherine and Jason explain that Coterie is a managing general agency and that they do not want to be a direct to consumer company. (7:56)
  • Jason explains his role as the Director of Agency Experience as well as his p...
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    In this solo episode of Agency Freedom Podcast, James talks about the possible benefits of being a producer instead of an agency principal.


    For many people, the producer career track may yield greater happiness, satisfaction, and personal wealth than the agency principal track.


    Episode Highlights:

  • James explains that for some, depending on one's goal, and how they are wired to be in the industry, being a producer is better than an...
  • Mark as Played

    In this episode of Agency Freedom Podcast, James talks with Erik Garcia, Certified Financial Planner and Investment Advisor with New Century Financial Group and the Founder of Plan Wisely Wealth Advisors. He is co-owner of Garcia Insurance Services in New Orleans. And, he is the co-host of the podcast Stuff About Money They Didn’t Teach You In School.


    Episode Highlights:

  • Erik discusses what made him decide to enter the insurance indu...
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    In this episode of Agency Freedom Podcast, James talks with Troy Smith, Retired Detective and Hostage Negotiator with the San Antonio Police Department. Troy is now with the Black Swan Group.


    Episode Highlights:

  • Troy shares his background story and how he ended up joining the San Antonio Police Department as an officer and later as a hostage negotiator. (5:19)
  • Troy discusses what led him to the Black Swan Group where hostage negotiat...
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    In this episode of Agency Freedom Podcast, James shares the second part of a special on-location recording with members of the Killing Commercial mastermind.


    Episode Highlights:

  • Alan Kinney shares that before entering the insurance industry, he attended engineering school and worked for IBM for seven years doing process management work. (4:53)
  • Alan Kinney mentions that he has a strong process background, and Drew has a strong data ba...
  • Mark as Played

    In this episode of Agency Freedom Podcast, James shares a special on-location episode with members of the Killing Commercial mastermind.


    Episode Highlights:

  • David Carothers explains that the major purpose of Killing Commercial Mastermind is to create a community of individuals who can rely on each other, learn from each other's experiences, and help each other improve. (4:52)
  • James Jenkins recommends Killing Commercial to anyone ...
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    In this episode of Agency Freedom Podcast, James talks with "Broker Brett" Fulmer, Ambassador for Finaeo, Evangelist for Smart Choice and startup consultant.


    Episode Highlights:

  • Brett shares his background story and how he got started in the industry. (7:45)
  • Brett talks about his team of six agents that he has recruited for SmartChoice. (12:26)
  • Brett explains that he has been a P&C guy but he is enjoying learning about li...
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    In this episode of Agency Freedom Podcast, James talks with Michael Zalle, founder and CEO of Yellowbird, an environmental health and safety consulting company.


      Episode Highlights:

  • Michael tells James about the growth of Yellowbird since its inception three years ago. (4:37)
  • Michael shares his background story, and what Yellowbird does in the industry. (11:48) 
  • Michael explains that he started Yellowbird because the concept of skil...
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    In this episode of Agency Freedom Podcast, host James talks with Pat Mulroy, Head of Distribution for Tarmika.


    Episode Highlights:

  • Pat shares his career path in the insurance ecosystem. (4:51)
  • Pat talks about what Tarmika is doing on the embedded side and that led to his position there. (6:25) 
  • Pat explains that Tarmika sees embedded insurance as something they can offer to both consumers and agencies as an additional distribution me...
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    In this episode of Agency Freedom Podcast, James talks with the one and only Dr. Billy Willams, CEO of Inspire A Nation, an equity partner in over 100 retail insurance agencies, and an investor in many other businesses.

     

    Episode Highlights:

  • Dr. Billy Williams talks about his background and what led him to start Inspire A Nation. (5:23)
  • Dr. Billy Williams shares that he does not worry about a person's mindset, but what is importan...
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    In this episode of Agency Freedom Podcast, James talks with Corina Ludwig, CEO of Function Fox, a task and project management software platform.


    Episode Highlights:

  • Corina discusses her background, as well as her life vision and values. (4:58)
  • Corina explains when they discovered that the technology they had created for themselves may benefit others in the creative industry. (6:21)
  • Corina mentions that their group prefers to focus on...
  • Mark as Played
    May 27, 2022 85 min

    In this super-packed episode of Agency Freedom Podcast, James talks with five outstanding female agency principals from across the country. They cover a wide variety of topics and provide valuable insight and perspective on the state of the industry and how we can better foster growth in our teams and agencies.


    A special thanks to Vonda Copeland, Ciara Gravier, Whitney Ricci, Teresa Kitchens, and Ngozi Nnaji for joining us on this e...

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