Agency Intelligence

In this throwback episode of the Agents Influence podcast, see what Safeco Insurance Director of Marketing, Chuck Blondino is saying about independent agents and why he places a safe bet on small agents and their future in the industry. Check out his wealth of industry knowledge.

Most insurance agents don't know how to clearly articulate their value or adequately differentiate themselves in their prospect's minds. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains how to best differentiate yourself with a written, objective, and strategic 12-Month Timeline of Services. Episode Highlights: Charles explains what should happen when you’re trying to get a prospect to schedule an appointment with you. (2:18) Charles mentions what most insurance agents do when they're in a meeting with a prospect. (3:31) Charles recommends the book called, Building a StoryBrand, by Donald Miller. (5:50) Charles mentions one of the most fascinating things about the book. (6:12) Charles shares how the timeline of services could get you more business. (8:47) Charles explains why differentiating yourself from the competition could be the biggest problem. (12:01) Charles explains the timeline of services in detail. (13:10) Charles shares a story

In this episode of Agency Freedom Podcast, James talks with David Carothers, founder of Florida Risk Partners. The main topic of their conversation is on tactics and strategies you can deploy in your agency to begin prospecting for and landing larger and more profitable accounts in 2022. Visit our website to join our email list, sign up to be a potential guest on the show and never miss an episode: https://www.agencyfreedompodcast.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@riskwell.com with ideas, questions, complaints or your favorite grilling recipe.

In this episode of Power Women In Insurance, Teresa Kitchens gives a quick reminder to give ourselves credit, to rejoice, find joy, and ROCK 2022. Episode Highlights: Teresa encourages the audience to create a list of everything they were able to accomplish in the year 2021. (02:42 ) Teresa talks about the importance of taking a moment to look back and give yourself credit for all that you have achieved . (03:23 ) Teresa mentions that she’s started working with a business coach who urged her to construct a bucket list of 100 things she wants to do. (03:32) Teresa says that she likes the idea of being able to look at 2021 and recognize 100 things that have been done wonderfully. (04:10) Teresa shares that her family had a wonderful outing to celebrate her and her husband's birthday. (05:22) Teresa mentions that her team has been developing the Power Women in Insurance podcast for two years. (08:10) Teresa reflects on the many powerful women that have graced the podcast. (08:36) Teresa encourages liste

In this episode of Agents Influence podcast, host Jason Cass is joined by Katlyn Eggar Director of Education and Development at Quantum Assurance and host of the Age of Indiependence podcast. Katlyn talks about the benefits of having a strong corporate culture and agency brand when recruiting new talent. Katlyn and Jason also celebrate the one year anniversary of the Age of Indiependence podcast and look back on how it all began.  Episode Highlights: Jason and Katlyn talk about the first time they actually teamed up for a podcast episode. (2:02) Katlyn and Jason share how they came up with the Age of Indiependence. (5:27) Katlyn shares her experience and status being in Quantum Assurance as the Director of Education and Development. (7:26)  Katlyn talks about working closely with the recruiting team and how it helps the company. (11:36) Katlyn shares how she balances her work and time for her kids. (15:48) Katlyn expresses her thoughts of where she sees herself 5 years from now. (19:32) Katlyn sh

In this episode of The MVP Podcast, Mitch Gibson sits down with Luis Leal from Leal Insurance Services. Luis joins the show to discuss the different types of marketing habits he has created, along with building a 1500 member Facebook "Dad's Group" that is a great lead generator for his business. Luis also discusses what his agency does the best at and they stick with being great at those tactics. Episode Highlights: Luis Leal shares how he first learned about the Independent Agents Owners Alliance (IAOA). (2:47) Luis explains what he does on his Facebook and in the community to let people know more about him. (7:01)  Luis shares the common personal things he posts on his Facebook group. (11:50)  Luis provides us with marketing and media strategies he uses to work well with his producers. (16:04)  Luis gives his current insights into implementing the use of the Glovebox app for his clients. (21:42) Luis shares the traits he thinks separate him from other competitors. (25:58) Luis states that his com

In this episode of Agency Freedom Podcast, James talks with Beth DeLaForest, owner of Aspire Insurance Group, with offices in Minnesota and Wisconsin. Learn more about Beth's operation at https://www.aspireinsurancegroup.com/ Visit our website to join our email list, sign up to be a potential guest on the show and never miss an episode: https://www.agencyfreedompodcast.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@riskwell.com with ideas, questions, complaints, or your favorite grilling recipe.

You probably didn't write as much new business this year as you could have. Nope. Not even close. You probably could have doubled it. Easily doubled it. Maybe even tripled it? You already have the tools to do it. You don't need better scripts, better prospects, or anything like that. You just need better accountability. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht shares how both insurance producers and agency principals can double their new business revenue in just one year. Episode Highlights: Charles tells us that in this episode he is going to talk about how to multiply your business. (1:14) Charles teaches about multiplying time to multiply your outcome. (5:43) Charles explains that you need to write down all of the different things that you do in your business. (9:22) Charles mentions that prospecting in December can make a huge difference. (13:59) Charles shares that people need to ask themselves the question, "Where do I waste my time?" (18:10) Charles

In this throwback episode of Power Women In Insurance, Teresa sits down with Faye Saxon Horton, founder of  I Sell Medicare Plans, which helps agents across the country find their flow in selling Medicare, Final Expense, ACA, and other products. Episode Highlights: Faye shares her journey in the insurance industry. (1:19) Faye shares what I Sell Medicare Plans is all about. (4:22) Faye mentions her I Sell Medicare podcast. (5:13) Faye explains Club Wiin. (6:02) Does Faye find that women have different challenges in the insurance space than men in the Medicare arena? (7:07) Faye shares why women tend to be able to identify the level of stress or the level of the situation better than men. (10:53) Faye mentions one of the things they do at Club Wiin. (15:13) Faye shares the largest hurdles that people have to overcome to be more effective in their sales process. (19:08) Faye mentions the significance of having a mindset. (27:34) Key Quotes: “What I am able to train and teach others to do,

In this episode of Agency Intelligence podcast, host Jason Cass interviews Zach Mefferd, Co-Founder at ZipBonds and Coverage Direct. Zach talks about his passion for cars and explains how ZipBonds aims to help both consumers and agents. Episode Highlights: Zach mentions that he is an iPhone user. (2:48) Zach shares about parenting with his two kids. (3:03)  Zach explains why he hates to lose. (4:21)   Zach shares more about his background. (5:17)  Zach mentions leaving Chicago to move to Iowa. (9:21)  Zach shares about his passion for cars. (10:07)  Zach explains why he named his company Coverage Direct. (13:48)  Zach explains the difference between commercial and contract bonds. (18:35)   Zach talks about ZipBonds and the benefits to agents and consumers. (24:27)  Zach talks about watching Squid Game. (28:32) Zach mentions that he is currently reading Thirteen Days: A Memoir of the Cuban Missile Crisis. (29:29) Key Quotes: “What I primarily focus on now was really just a product of us runni

It's that time of the year again. It's the end of the year and it's time to create our goals and expectations for next year. But do you have any? Or, are you just throwing together the same expectations as you have the last couple of years? If that's you or it's what you're allowing as either a Sales Manager or Agency Principal, then this episode will prove to be tremendously helpful because our host, Charles Specht, will give you the essential topics/questions you need to figure out answers to set achievable, wealthy sales expectations for 2022 ... and hit them! Episode Highlights: Charles asks all the listeners of this episode how they did this year. (2:00) Charles states that now is the perfect time to plan for your goals for 2022. (4:07) Charles shares the mindset of setting wealthy sales expectations for next year. (7:50) Charles reminds everyone that every agency is different. (9:45) Charles shares his story of talking to a couple of producers and how it went for both of them. (12:10) Charle

In this episode of Agency Freedom Podcast, James talks with Ricky Hayter from Portland, Oregon. Visit our website to join our email list, sign up to be a potential guest on the show and never miss an episode: https://www.agencyfreedompodcast.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@riskwell.com with ideas, questions, complaints or your favorite grilling recipe.

Anyone can just show up and -- sadly -- that's all most producers do. The real question to answer should be: What am I accomplishing when I actually do show up and do the work? In other words, are you achieving the results you really want for yourself, or are you doing just enough to get by? Are you merely hitting your "safe goals" or are you doing so much work you're making those old goals look like child's play? That's what host Charles Specht talks about today as he dives deep into the topic of "Showing Up Big to Put Up Big." Episode Highlights: Charles opens the episode by explaining that we all need to show up. (1:20) Charles states that there is a difference between being able to produce and being able to talk about what is in the policy. (5:09) Charles asks the listeners how many hours they put into the insurance business? (7:38) Charles explains that prospecting is a numbers game and selling insurance is a relationship game. (14:00) Charles states that if you are not spending that much time

In this solo episode of The Ryan Hanley Show, Ryan Hanley breaks down how he's positioning Rogue Risk for success in 2022 and what independent agents can do to put themselves in a position to dominate. Episode Highlights: Ryan opens the episode by telling his listeners his plans for 2022. (00:45) Ryan explains that it is important to recalibrate our minds on how we are going to plan for 2022. (3:18) Ryan shares why it is important to acknowledge our mistakes to create a better plan for the future. (7:52) Ryan expresses his love and appreciation to his listeners, company, and his podcast. (13:29) Ryan states that 2022 is going to be a big year for InsurTech. (15:30) Ryan shares his insights about giving importance to carriers, producers and vendors. (21:19) Ryan tells everyone to focus through the filter of who they are and who they want to be. (26:59) Ryan elaborates on the importance of not being afraid to try new things and get out of your comfort zone. (30:15) Ryan shares that no one real

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Cassidy Arbeli, Owner of All Nevada Insurance - The Arbeli Group, Business Strategist and Consultant, and host of the Unburden Your Business podcast. Cassidy discusses how she was a State Farm agent turned independent and how her love of business and the industry has grown into her helping other women with building a successful business. Episode Highlights: Cassidy opens the conversation by introducing herself and sharing more about her background. (1:33) Cassidy shares the reason why she decided to start up an independent agency. (6:00) Cassidy shares why she is successful in both being able to provide for her family while also empowering other people. (11:21) Cassidy shares that she has created a formula for their company that can help clients achieve what they want. (16:57) Cassidy talks about the women that she has helped and hired to work for her company. (21:46) Cassidy believes that the game is changing for women th

In this episode of Agents Influence podcast, host Jason Cass interviews Mary Boyd, CEO of Plymouth Rock Assurance Corporation. Mary talks about Road Rewards, the unique telematics app that Plymouth Rock offers and why it is proving to be beneficial to both customers and agents.  Episode Highlights: Mary explains to Jason that she hates to lose, and most people do not know about it. (4:32)  Mary shares why she thinks both skill and luck are beneficial factors in her career. (5:07)   Mary shares her background story, when she started and how she got to where she is today. (5:50)  Mary explains how Plymouth Rock has been able to connect their brand with top sports brands in the country. (10:08)   Mary talks about their Road Rewards, their version of a telematic application. (15:27) Mary tells Jason that there is a fear factor from the consumers of their information not being put to good use. (21:18) Mary shares the benefits of gaining data from their customers. (24:07) According to Mary, the COVID ep

In this episode of The MVP Podcast, Mitch Gibson sits down with Sean Kirby to discuss some of the top things they learned at their first-ever AI BrainShare. Episode Highlights: Sean explains that the BrainShare conference was different from any other conference he has been to. (4:55) Sean talks about the things he learned from Marcus Sheridan at AI BrainShare 2021. (7:03) Sean shares that he likes how Marcus gives tips on how your prospects can value you. (10:14)  Mitch shares that he learned how to set the table for your customers and prospects even before talking to them. (11:52)  Sean and Mitch explain that they have taken down notes about why rates go up, and what drives them to go up. (15:02) Sean admits that he is planning to go back to recording videos very soon. (16:51) Mitch shares how important it is to learn how to prioritize tasks, and how it would benefit you as an individual.  Mitch explains that he wants to interview someone from BrainShare and ask them about their perspective abou

Prospecting for new business isn't usually "fun" and making cold calls is often even less exciting. In fact, many insurance agents don't cold call at all. And, those who do either don't leave voice messages whatsoever or they leave messages that are terrible and get zero results, meaning no one ever calls them back. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will explain not only why you SHOULD leave voice messages when you do cold calling but he gives you at least three real and usable scripts of what your voice message should be. Episode Highlights: Charles opens the episode by saying that he does not think too many people like prospecting. (1:20) Charles explains that you should have a good message when prospecting. (5:14) Charles explains why he recommends leaving a voice message but also why it should be the last-ditch effort. (8:57) Charles provides tips and samples of how to speak with gatekeepers. (9:34) Charles provides samples of what he thinks might

In this episode of Agency Freedom Podcast, James talks with Chris Greene, The Flood Insurance Guru. Chris is based in Georgia and serves the lower 48 states with flood insurance solutions, both NFIP and private. Learn more about his program and how you can partner with him to serve your clients and collect a generation commission split at https://www.floodinsuranceguru.com/floodinsuranceprogram. Visit our website to join our email list, sign up to be a potential guest on the show and never miss an episode: https://www.agencyfreedompodcast.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@riskwell.com with ideas, questions, complaints or your favorite grilling recipe.

It's your fault. It's all your fault. Don't blame me and don't blame anyone else. You're building what you want to build so look in the mirror and own it. The size of your Book of Business is your own business but if you don't like what you're building then STOP AND BUILD SOMETHING ELSE.  In this episode of the Millionaire Insurance Producer podcast, Charles Specht will tell you what you need to do to stop thinking small, how to start thinking BIGGER, and what you need to change in order to achieve the new business revenue growth you want. Episode Highlights: Charles opens the episode by sharing with his listeners why he is angry. (1:39) Charles shares his experience with the two agents that he has encountered. (2:55) Charles mentions that sometimes you just have to take a step back and ask yourself, “What are you building?” (8:53) Charles talks about advising an agent to increase the size of the account that they prospect. (12:36) Charles explains that he wants people to realize that there is no re