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
May 22, 2024 • 41 mins
Scaling a business is all about understanding your ideal client. "It's called a book of business, not a book of sales," says Guffy Wright, National Sales Leader at The Mahoney Group. Guffy joined us to discuss how he's using a focus on people and treating his book of business as just that – a business. Learn how he's providing value to clients, defining his ideal client, scaling his business and finding success.
Enjoy the episode!...
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Money is a flash point in marriages. Throw in income disparity between spouses and you have even more opportunity for complex, emotionally charged conflict.
In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, ChFC®, BFA™ and Xavier Angel, CFP®, ChFC®, CLTC, invite Dr. Matt Morris, couple's counselor and perennial contributor to the show, to discuss potential pitfalls for couples if they are not engaging in regular...
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Join Cyrus Jaffery on the Insurance Producers Podcast, sponsored by Quotamation, as he sits down with Jason Cass. In this episode, Jason shares expert advice on delegation, time blocking, and consistency in the insurance industry. Discover actionable strategies for boosting productivity, overcoming challenges, and staying focused amidst industry shifts. Don't miss Jason's insights on the truths of insurance and the growth of Indy-T...
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May 20, 2024 • 30 mins
Admit it. Go ahead. Admit that you win a lot of new business by being the agent who offers a cheaper priced quote than your competitor. It's ok. Go ahead and admit. Why? Because that's a good thing. A very good thing. Price is very important. Price is so important, actually, that you'd be doing yourself a disservice to ignore it. In fact, you will set far FEWER new business appointments if you do NOT talk about price.
In this thro...
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May 17, 2024 • 44 mins
In this episode, James talks with Chris Cline, the Executive Director of the Agents Council for Technology with Big I. To learn more about Agents Council for Technology with Big I, visit https://www.independentagent.com/act. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www...
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May 16, 2024 • 30 mins
(First, go check out www.microniche.club to see what this is all about) - Do you feel like you're struggling setting enough new business appointments or not winning enough new clients? If that's the case for you, I would say it's likely due to a lack of focus in a narrowly defined Micro-Niche. Most producers struggle or don't make the kind of income they want or know they're capable of making because they are prospecting on the WRO...
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In an insurance industry that is so set on selling products, how do you focus on selling your advice and expertise? Mike Brown, founder of Unbreakable Wealth, joins us to discuss the value of being an expert and selling that expertise. He takes a wealth coach's viewpoint to advice, understanding how to ask the right questions and unlocking a client's inner wisdom to finding solutions. From flying jets in the Navy, founding and sell...
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May 15, 2024 • 33 mins
In this episode of "Talkin' Tech" on the MVP Podcast, Danny Lawrence sits down with Elliot Bassett, President of Ellerbrock-Norris, Co-Founder of LAUNCH, and Co-Host of Getting Past the Premium Podcast.
Elliot talks about how to effectively identify client issues and provide impactful solutions. It is crucial to thoroughly understand their unique challenges and requirements. Finishing with how you differentiate from competitors an...
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May 15, 2024 • 20 mins
In this episode of Power Women In Insurance, Teresa Kitchens explores the stages and opportunities for virtual options inside an agency.
Key Topics:
Exploring the concept and challenges of virtual agencies
Variability in virtual setups from partial to fully remote
Essential tools for virtual work include VOIP and VPNs
Gradual adaptation starting with flexible work policies
Importance of maintaining culture and security in vir...
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May 14, 2024 • 39 mins
In this episode of Agency Intelligence podcast, host Jason Cass interviews Whitney Ricci, President of Ricci Insurance Group.
Key Topics:
Introduction to Whitney Ricci and her unique approach to insurance
The journey of scaling Ricci Insurance Group from scratch
The strategic decision to over-hire and the benefits of having a “bench”
Importance of data-driven decisions in refining business operations
The transformative impact...
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May 10, 2024 • 41 mins
In this episode, James talks with Niki Henley, Owner of Extra Mile Insurance Solutions. To learn more about Extra Mile Insurance Solutions, visit https://www.extramileins.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.
Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom
Email us at po...
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May 8, 2024 • 31 mins
There are hurdles that new producers in the insurance industry must overcome. Ryan Garzon, Partner at Keyes Coverage Insurance, joins us to discuss those hurdles – and how to get past a short-sighted mindset that holds back so many firms. Learn the benefits of splitting commissions, saying no to certain clients, focusing your time and energy in the right place and more.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https:/...
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May 8, 2024 • 19 mins
In this episode of Power Women In Insurance, Teresa Kitchens discusses how to lead in this market and how to make a difference in the future of this industry.
Key Topics:
Importance of leadership in today's challenging insurance market
Broadening the definition of leadership beyond official titles
The role of awareness and proactive steps in effective leadership
Mental health and operational efficiency in leadership roles
How...
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May 7, 2024 • 28 mins
In this episode of Agency Intelligence podcast, host Jason Cass interviews Elliot Bassett, President of Ellerbrock-Norris, Co-Founder of LAUNCH, and Co-Host of Getting Past the Premium Podcast.
Key Topics:
Impact of Apple Podcast's algorithm changes on listener numbers
Transition to a consultative selling model at Elliot’s firm
Importance of effective prospecting in sales
Building and maintaining Centers of Influence (COI)
St...
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Mother’s Day seems like a silly holiday! Well, at least that's the perspective of guest hosts Missy Garcia and Grace Angel on the Stuff About Money podcast.
In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Xavier Angel, CFP®, ChFC®, CLTC, step back as their daughters take the lead in discussing the significance and value of their mothers and mothers everywhere.
Episode Highlights:
Grace and Missy share their perspectives on...
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May 6, 2024 • 30 mins
There are a lot of male, pale, and stale insurance agents out there who think winning a new client by anything other than with a handshake and a "napkin deal" is unethical. Well, I kindly disagree.
In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains why the BOR is an ETHICAL instrument used by the policyholder to ensure great service. And, also, how you can use it to win new client...
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May 3, 2024 • 47 mins
In this candid and revealing conversation, James interviews the three most senior members of the RiskWell team. This special two-part episode gets into origin stories, and personal anecdotes and goes deep into how RiskWell operates in the marketplace.
To learn more about RiskWell, visit https://www.riskwell.com.
Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may hav...
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May 1, 2024 • 38 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Shawn Myers, CEO of Iron Insurance Partners, the agency featured on the May 2024 front cover of Rough Notes Magazine.
Key Topics:
Shawn Myers reacts to his agency being featured on Rough Notes Magazine's cover
Discussion on the merger that formed Iron Insurance
Examination of the synergies between merged ...
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May 1, 2024 • 43 mins
Where are we at in the AI journey in the insurance industry? Aaron Ammar, Co-Founder & CEO at Brightside AI, joins the show to discuss AI's adoption, the right vs. wrong debate, the rapid pace that AI is evolving, efficiencies in your agency, and more.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Brightside AI: http...
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April 30, 2024 • 29 mins
In this episode of Agents Influence podcast, host Jason Cass interviews Jackson Fregeau,
Co-Founder & CEO of Quandri.
Key Topics:
Background of Jackson Fregeau and the inception of Quandri.
The evolution and potential of RPA in financial services.
Challenges and solutions in deploying automation in the insurance industry.
Quandri's specific automation solutions for insurance agencies.
The role of RPA in reducing manual tasks...
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