Agency Intelligence

In this episode of The MVP Podcast, Mitch Gibson goes solo to discuss why building your network is so important in this industry, along with discovering what processes work best for you as a producer. Not everyone has the same process, but we can all learn from what each other are doing. Episode Highlights: Mitch mentions why he loves using the analogies of baseball and insurance. (1:48) Mitch shares why building your network is the most significant factor in learning the products that you're selling. (5:49) Mitch shares why a lot of people want to work for an independent company, rather than a captive company. (8:58) Mitch mentions the two best relationships he has on the mortgage and real estate side. (10:44) Mitch shares how the Agency Intelligence Mastermind group has been beneficial for him. (13:05) Mitch explains how he changed the way he put the customers in his agency management system. (16:33) Mitch mentions what differentiates them from the other insurance agencies. (24:23) Mitch sha

In this throwback episode of Agency Intelligence, host Jason Cass offers up a solo podcast episode to address the four main goals that people want to align your business. He also shares the poll results of this question, the importance of merging your company’s sales culture and service culture to create a better customer experience.  Episode Highlights:  Jason Cass talks about Safeco ‘Agent for the Future’ study.  What was Ryan Hanley from Action is the Answer’s online post about? Do your actions align with your goals?  Jason defines the four core goals of your business.   Which was the most popular business goal in the poll: freedom, impact? Wealth, or notoriety?  You need to be a sales culture and a service culture, but you can’t silo it.  How are the two different types of people we can sell to?  If agents have an 88-90% retention then there is about a 10-12% chance of writing those clients.  Those that focus on selling based on price will be eliminated because customers have devices on their ph

We're so excited to introduce you to the newest series on the AI Podcast Network: the Millionaire Producer Podcast, hosted by Charles Specht, national sales director and keynote speaker.  Charles was a producer with a $1,000,000+ Book of Business, before starting a consulting company working directly with insurance buyers. Now, he’s taking over the podcasting world to give you tools to package your services in such a way that your prospects will fire their current agent and sign your Broker of Record Letter…during the very first appointment!  In this first episode of the Millionaire Insurance Producer podcast, host Charles Specht gives the back story of his first ten years in the insurance industry as a producer. Charles explains why he stopped selling insurance and became a fee-based consultant to insurance buyers, how insurance buyers choose an agent, and how he eventually transitioned into teaching insurance producers how to win signed Broker of Record Letters. Episode Highlights: Charles mentions the

In this episode of the Age of Indiependence podcast, host Katlyn Eggar is joined by Justin Eggar, the CEO & Co-Founder of Quantum Assurance International. Late-night ramblings uncover Justin's superpowers, what Katlyn thinks of the biz dev messages in her inbox, and how we really feel about Tesla. Catch the bonus episode we threw in just for you, of our pre-episode promo on Facebook live with lots of great content directly following current events, leadership development, and insurance training tips. Thanks for hanging out with us- Cheers! Episode Highlights: Justin chats about their Virginia office. (6:15) Katlyn discusses her class in their Allen office. (8:20) Katlyn shares what she likes about reading the biz dev messages. (11:57) Justin mentions why he signed up for two cyber trucks. (14:18) Katlyn mentions their new course called ‘Managing Your Brand’. (18:48) Justin shares why he’s always excited about one-on-one meetings. (23:21) Justin shares their future plans for the agency. (25:16)

In this episode of Agency Freedom podcast, James discusses legal and regulatory concerns that are guaranteed to help you avoid getting sued or finding yourself on the wrong end of a letter from a state agency. Specific topics covered include: Best practice guidelines for documentation, disclaimers, becoming familiar with the standard components of an ISO insurance policy form and a lot more.

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Heath Shearon, a former Territory Sales Consultant for Encompass Insurance, who is now the founder of the Insurance Town Podcast, one of the fastest-growing podcasts in the insurance industry. Learn why he's known as the "The Mayor" and how Heath made the transition to a full-time podcaster. Don't miss this episode... Episode Highlights: Heath shares one of the things he does that a lot of people don't do. (12:05) Heath mentions the good thing about listening to different podcasts. (14:40) Heath mentions the most used word on Ryan’s podcast. (16:07) How does Heath feel about his career today? (17:59) Heath explains the huge problem he sees in the insurance industry. (22:35) Heath shares his career background. (24:28) Heath mentions why being in a small town fits his personality. (34:34) Heath mentions one of the biggest compliments he’s received. (38:14) Heath shares one of the things that he and his wife always say. (50:37)

In this episode of The MVP Podcast, Mitch Gibson sits down with Sean Kirby, CPIA, Insurance Agent at The Performance Group. Sean talks about his approach in the insurance industry and how The Performance Group Podcast became the connector of their community. Episode Highlights: What activities does Sean like to do outside of insurance? (3:55) Sean mentions what he learned about communication. (5:20) Sean explains his role at The Performance Group. (6:56) What’s the most difficult thing for Sean, being in the business? (8:53) Sean shares how The Performance Group Podcast turned into relationships and business. (10:49) Why does Sean think podcasts are an asset? (13:58) Sean explains some of the processes they have at The Performance Group. (17:42) Sean shares some of the struggles he’s had in the insurance industry. (22:50) Sean gives a piece of advice to the listeners. (27:00) Key Quotes: “I've learned a lot more from screwing that up, than I have by doing it the right way, and not making

In this episode of Agents Influence podcast, host Jason Cass interviews Laura Adams, financial spokesperson, speaker, and writer. Laura talks about her book entitled, Money-Smart Solopreneur and the classic problem that most salespeople face. Episode Highlights: What has attributed to Laura’s success, skill or luck? (5:01) Laura shares her background. (7:05) Laura mentions how she became interested in podcasting. (7:50) Laura mentions her book entitled, Money-Smart Solopreneur. (12:22) Laura shares the classic problem that many salespeople face. (16:54) Laura explains why starting a business is challenging. (21:02) What does Laura think about the future of her book? (25:41) Laura gives a piece of advice to the listeners. (29:10) Key Quotes: “Just because you don't have a job, doesn't mean you can't save for retirement, right? Doesn't mean you don't have benefits. You can create your own benefits package as your own self-employed person, which a lot of people don't realize.” - Laura Adams

In this episode of the Age of Indiependence podcast, host Katlyn Eggar discusses how to plan your most intentional results yet and how to use a documented process to achieve the big wins that are most important to you this year. You'll learn how to map your processes by deciding WHO is going to do WHAT, WHEN, and HOW you want them to do it. Episode Highlights: Katlyn shares the most important responsibility within an agency, as a business owner. (3:00) What is process mapping? (3:52) Katlyn mentions why the topic of process mapping is vital. (6:16) Katlyn breaks down what it will cost you to put this into practice. (7:27) Why should business owners create new processes for their agency? (9:14) Katlyn gives us the first step to mapping processes. (11:11) Katlyn shares the six types of process ideas. (12:18) Katlyn shares how to create the process using the method she created. (18:56) Key Quotes: “Getting these processes in place first means that you'll have far more success with your VAs an

In this episode of Agency Freedom podcast, you'll hear about: - Innovation both inside your agency and how you relate to the marketplace - Innovation in your sales process and Channel Partner relationships - Innovation in how you steward your client relationships - Financial best practices and how to better get a handle on understanding your numbers - Environmental concerns and how you can optimize your physical space to promote mental and wellness.

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Matthew Sutika, Chief Insurance Officer and Ryan Letzeiser, Co-Founder and CEO of Obie. Matthew and Ryan join the podcast to talk about power mergers, partnerships and changing the way independent insurance agents find coverage for rental property owners. Don't miss this episode... Episode Highlights: Matthew mentions why Ryan Hanley is the coolest guy in insurance. (6:16) Ryan shares his insurance background. (8:59) Matthew shares the process they’ve built for Obie. (18:42) Ryan shares the benefit of designing policies from the consumer side. (24:11) How does Ryan manage variables that have traditionally been disqualifiers? (27:22) Ryan explains the admitted products process. (29:29) Matthew mentions their main focus. (31:40) Matthew shares what they’re currently working on in the company. (36:56) Matthew and Ryan give some advice to the agents who are listening. (42:33) Key Quotes: “I wanted Obie to be in every brokerage.

We’re excited to announce that the first episode of The MVP Podcast, hosted by Mitch Gibson, on the Agency Intelligence Podcast Network is live!  In this episode of The MVP Podcast, Mitch Gibson sits down with agency owner of Portal Insurance and co-host of the Insurance Guys Podcast, Bradley Flowers, to talk a little more about his path and the things he’s learned along the way from being a young agent, to growing a rapid growing start-up agency in Mobile, Alabama. Episode Highlights: Bradley shares his favorite hobby. (3:01) What are Bradley’s biggest motivators? (5:40) Bradley shares the characteristics he looks for in new agents. (9:43) Bradley explains the agency’s core values. (9:59) Bradley shares how their hiring process works. (13:03) Bradley mentions his YouTube series called, Making The Donuts. (16:01) Bradley shares the significance of having a personal brand. (24:53) If Bradley could spend 24 hours with anybody in the world, dead or alive, who would it be, and why? (31:51) Key

In this episode of Agents Influence podcast, host Jason Cass interviews Alexander Low, Head of Enterprise Strategy & Operations at Lately. Alexander talks about his approach in the insurance industry and explains what Lately is all about. Episode Highlights: What has attributed to Alexander’s success, skill or luck? (4:50) Alexander shares his background. (5:41) Alexander explains how to shift your mindset. (8:04) Alexander explores why Lately has been such a helpful product. (10:00) Alexander shares what B2B true relationships are all about. (15:38) What made Alexander write the article called, ‘CRM Is Dead, Long Live the CRM’? (19:26) Alexander shares a story about the CMO from IBM about 10 years ago. (25:25) Key Quotes: “You have to lose to win, though, sometimes. You ought to take the losses when you take them. As long as you learn from those losses and then build on that, then that should help the winning. I’m all about winning.” - Alexander Low “Businesses that start to understand tha

In this episode of the Agency Intelligence podcast, guest host Mike Crowley talks with Landon Bentham TRA, MBA, on how he successfully transitioned and helped modernize his father-in-law’s hometown agency one step at a time. For anyone that is frustrated with how your agency is set up, this episode will give you the blueprint on how to successfully move your agency forward to prepare for the future. Episode Highlights: Landon shares his background. (2:13) Landon mentions his father-in-law, Mark Rice. (3:44) Landon shares how he got his father-in-law involved in their promotional video. (11:53) Landon shares why evolution could propel us into the future. (22:43) Landon mentions how he approaches meetings with his staff. (28:53) Landon explains why redoing their website became an issue. (33:26) Landon mentions one of the things that his father-in-law said to him. (39:06) Landon gives a piece of advice to the loyal listeners. (43:22) Key Quotes: “Just thinking about how we interact with custo

James unpacks the super important area of contractual concerns as well as physical concerns. In this episode, you'll hear about: team member compensation, equity vs ownership, vendor protections, office planning and outfitting, critical incident response planning.

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Brett Fulmer, known as Broker Brett on social media, a true renaissance man in the insurance industry. In this epic conversation, we break down his career and why his path is quickly becoming more the norm, than the exception. Don't miss this episode... Episode Highlights: Brett shares his background. (6:11) Brett gives his thoughts on broker relationships. (16:55) Brett shares the future of agencies. (19:19) Brett shares some of the programs he created when the pandemic hit. (21:45) Brett explains how his team allows him to be a better version of himself.(25:16) Brett shares his career background. (25:54) How does Brett decide which types of projects he wants to be involved with? (34:38) Brett discusses the origins of his agency. (42:13) Brett mentions the mindset of being a leader. (51:53) Key Quotes: “I've actually got to a point where I don't even think about it as insurer tech and insurance anymore. It's sort of like fi

In this episode of Agency Intelligence podcast, host Jason Cass interviews Vonda Copeland, CPIA, CWCU, Vice President of Operations Administration at Copeland Insurance Agency. Vonda talks about her approach in the insurance industry and her acquisition development.  Episode Highlights: What has attributed to Vonda’s success, skill or luck? (14:48) Vonda shares how she got into the insurance industry. (15:43) Vonda mentions her very first role in the agency. (20:48) Does Vonda still utilize Quickbooks or does she prefer AMS? (22:36) Vonda shares how Jay’s vision has improved the agency. (24:08) Vonda shares how their acquisitions have developed. (27:37) Vonda explains how she manages acquisitions and growth. (30:35) Why does Vonda feel it’s important to utilize a calendar? (33:37) Vonda mentions why developing resilience is key. (40:36) Key Quotes: “You all have to remember that we work in risk management. We work with the knowledge that we have to provide a safe work environment. And, w

In this episode of the Age of Indiependence podcast, host Katlyn Eggar discusses how to protect the strongest asset in your agency by eliminating threats that shake up your top performer's confidence, stretch them too thin, or leave them with an unclear vision. Episode Highlights: Katlyn mentions why some people are putting extra workloads on their top performers. (5:13) What is a top performer? (6:12) Katlyn shares why protecting the top performers, doesn't mean they’re not developing the underperformers. (7:21) Katlyn shares what it feels like to be a top performer. (8:38) What is the first threat to a top performer? (9:52) Katlyn shares a story of how she once lost a top performer. (10:02) Katlyn explains the second threat to a top performer. (13:26) Katlyn mentions the disc assessment they have at Quantum. (17:08)    Key Quotes: “We have to understand that losing a top performer could be one of the largest threats to our agency. And our SWOT should include all the things that threaten t

In this episode of Agency Intelligence, guest host Mike Crowley interviews Carrie Galvez Reynolds, Owner of Alan Galvez Insurance. It is never easy mixing family and business decisions but sometimes original or older generations just need to step aside. Carrie used a unique situation in her family agency to remove one of the parents from the agency. It was a business decision, not a personal decision. Sometimes you need to chalk it up to this is what is best for the business and here is why. Carrie tells in detail how she made that transition. Episode Highlights: Carrie shares her career background. (2:57) Carrie explains how ‘Insurance Goddess’ became her character. (9:13) Carrie mentions the bravest thing she has done. (14:25) What was the reaction of Carrie’s parents when she showed up as Cleopatra? (15:52) Carrie gives a piece of advice to the listeners to help motivate them to make those changes. (19:19) Carrie shares the problem she faced last year in the agency. (27:58) Carrie shares why

James unpacks the opportunities and threats that you'll face in the social and technological areas of your agency. In this episode, you'll hear about: Selecting your tribe, planning your high level social media strategies, building your ideal tech stack and planning for cyber liability and data breach events.