Agency Intelligence

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Billy Williams, Ph.D., CEO of the Williams Family Investment Group, and the President of Inspire a Nation Business Mentoring. Dr. Billy Williams talks about goals and sales processes and understanding what calendar blocking is all about. Episode Highlights: Dr. Billy Williams shares his background. (7:54) How did Dr. Billy Williams learn to play golf? (14:49) Dr. Billy Williams shares why every agency should have a set standard that they recommend to their customers, a minimum recommended coverage standard. (22:41) Dr. Billy Williams mentions his goal in the sales process. (27:05) Dr. Billy Williams shares the elements in understanding the calendar blocking. (34:06) What made Dr. Billy Williams decide to enter the military? (56:49) Dr. Billy Williams shares a story about his conversation with Jason and Travis. (59:24) Dr. Billy Williams mentions the book The Compound Effect, by Darren Hardy and Can’t Hurt Me, by Dav

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Heath Shearon, Sales Consultant and host of Insurance Town podcast. The Mayor joins us for an unscripted update on what's new in the insurance world and what we can learn from the rise of reality shows in the insurance world. Episode Highlights: Katlyn shares her first episode with Jason Cass on Agency Intelligence and how she met him. (6:54) Katlyn mentions the great aspect of having a podcast. (11:03) Heath shares how he was named “The Mayor” and how Insurance Town Podcast was created. (12:47) Heath mentions what he learned early on in his career. (14:18) Katlyn shares why agents are more connected these days. (26:40) Katlyn mentions the latest trends in creating better content. (35:28) Heath shares what he loves about LinkedIn. (44:22) Key Quotes: “I think it drives that even further in the big fish, small pond thing. I think podcasting is becoming its own thing to where you could be a big fish in that smalle

In this episode of the Agency Intelligence podcast, guest host Mitch Gibson kicks off a six-part miniseries by sharing a little about himself, the benefits of learning from agencies and agency owners, and what he has in store for the loyal listeners.  Episode Highlights: Mitch shares his background. (00:53) What’s the reason Mitch is interested in learning about agencies and agency owners? (1:31) Mitch shares what HRM Insurance is all about. (2:55) Mitch shares a little background about his family. (3:26) Mitch mentions the conversations he had with his mentors. (6:17) Why does Mitch want to be in the insurance industry for the rest of his career? (10:17) Mitch shares the time when he decided to start trying to find ways to add value to his community. (25:11) Key Quotes: “I needed to kind of grow up a little bit and give yourself a chance to make sure you're successful for your family and give them the food on the table that they need and just be in that family guy. So, I thank the Lord for

In this episode of The Ryan Hanley Show, Two-time World Series Champion, Todd Stottlemyre, joins the podcast to discuss his new book, The Observer: A Modern Fable on Mastering Your Thoughts & Emotions. While the book and the concepts and tactics contained within it are excellent, this conversation goes even deeper in ways we could have never expected. You’re going to love this… Episode Highlights: Todd shares about his success. (7:42) Todd mentions the difference between sports and business. (8:53) How does Todd get people aligned? (13:45) Todd mentions what’s unique about a sports team. (14:06) How was Todd able to pull himself together and focus when he needed to? (22:21) Todd shares his routine to get in the zone. (24:37) Todd mentions the essential functions he needed to be able to perform daily. (27:41) Todd mentions his mindset on preparation. (30:30) Todd mentions the significance of starting your day with yourself. (41:16) Todd explains what the seven-day challenge is all about. (4

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Jay Mueller, the President at Camargo Insurance Agency, Inc. Jay talks about how he got into the insurance industry and the four steps to transformative change in business and life. Episode Highlights: Jay shares his background. (9:31) How did Jay get into the insurance industry? (17:03) What is Jay’s plan this summer? (21:43) Jay shares a little about his children. (26:38) What are the four steps to transformative change in business and life? (31:31) Jay explains the vivid vision process. (32:25) Jay shares the difference between a mentor and a coach. (36:09) Jay shares his thoughts through the lens of an insurance agency that applies to any business. (37:29) Key Quotes: “In every challenge, you see an opportunity, and you can't help yourself, but act on it. Well, you're gonna have some failures, but you're gonna have some successes, and people are not afraid of that failure. They find the success wherever they

In this episode of Agents Influence Podcast, host Jason Cass interviews Kevin Ring, CWCA, MWCA, Lead Workers’ Compensation Analyst at Institute of WorkComp Professionals. Kevin talks about how he got into the insurance industry and his knowledge and expertise in workers' compensation. Episode Highlights: What has been the biggest key to Kevin’s success? (6:41) Kevin shares his background. (10:09) Kevin shares what he likes about workers' comp. (14:27) Kevin mentions what the work mod sheet is all about. (20:52) Kevin shares the two studies he learned from Hartford. (26:05) What’s the role of Kevin’s Company? (36:21) Kevin shares what he’s currently reading. (38:33) Key Quotes: “I think that the producers we work with work really hard to avoid losing, when you start talking about qualifying prospects and not getting yourself knee-deep in opportunities that you don't have a really high probability of winning.” - Kevin Ring “Mistakes happen all the time in the premium audit and that leads to t

In the latest episode of the Ryan Hanley Show, host Ryan Hanley interviews Steve Lekas, the Cofounder and CEO at Branch Insurance. Steve talks about what led him to love the insurance industry and shares three insights on creating real value for consumers. Episode Highlights: Steve shares why the mutual should have been the perfect insurance model. (7:00) Steve mentions what led him to love the insurance industry. (14:32) Steve shares his background. (16:34) How did Steve come up with the name for his agency? (19:31) Steve shares the three insights that led him to start an agency. (22:12) What makes Branch different from any other agencies? (26:33) How was Steve able to piece it together, when everyone else has not been able to? (35:19) Steve mentions what has been fascinating and exciting for their agency. (36:53) What does the future of working with independence look like for Steve? (52:44) Key Quotes: “Part of how we built this idea of community is with some real product innovations,

In this episode of Agents Influence podcast, host Jason Cass interviews Rob McCarthy, an Executive Lines Broker at Risk Placement Services. Rob talks about the benefits of finding your niche and what brought him to Risk Placement Services. Episode Highlights: Rob shares his background. (7:21) How did Rob get to where he is now? (12:15) Rob shares when he discovered that he had a niche in the contractors’ side. (16:00) Rob shares the time when he left the agency in December or 2019. (17:56) What does Rob think that’s holding people back? (25:52) Does Rob work with the executive lines? (32:21) Rob shares the books that he’s currently reading. (36:18) What’s Rob currently watching? (38:34) Key Quotes: “I would say it is a bit of luck that I connected with the people that I did, which helped me get to where I am. But it is the skill in the work that really lets you make those connections and skills, you just got to do the work. So, definitely a mixture of both.” - Rob McCarthy “Understanding

In this episode of the Age of Indiependence podcast, host Katlyn Eggar shares the Top 5 Things she learned about sales and how sales are the key that unlocks everything in your business. Episode Highlights: Katlyn shares her interview with Dr. Billy Williams. (2:19) What’s Katlyn’s commitment to her listeners? (4:41) Katlyn mentions why Ryan Hanley’s podcast episode inspired her to do a podcast. (6:10) Katlyn shares her background. (7:29) Katlyn gives a high-level overview of Quantum Assurance International. (18:20) Katlyn mentions what the sales conversation looks like in their industry. (28:04) Katlyn mentions one of the things that stood out to her. (35:45) Katlyn shares the fifth lesson she learned that has been valuable for her. (44:22) Key Quotes: “One of the ways I can better help agents is by getting the message out that you can grow and thrive even in this competitive market. You can win the high volume game without losing the heart and soul of your agency.” - Katlyn Eggar “The po

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Dale Langehennig, CIC, the owner of Texas Preferred Insurance. Dale talks about his shift from working in a prison system to the insurance industry and shares advice on how to overcome obstacles in your agency. Episode Highlights: Dale shares his background and his present career. (16:02) How did Dale shift his career from working in the prison system to the insurance industry? (24:03) What does Dale’s agency look like today and how many employees does he have? (29:16) Dale mentions the main goal that he wanted for his agency. (29:25) Dale shares where his second office is located. (29:39) What was the main change that Dale made? (32:37) Dale shares the most significant leading factor in his agency. (38:22) Dale mentions a piece of good advice from Michael Hyatt. (40:23) Dale shares why he wanted to get to a salesforce-based platform. (46:59) Dale mentions Michael Hyatt’s book entitled, Your Best Year Ever: A 5-

Preston Diamond, founder of the Institute of WorkComp Professionals, joins the podcast to share his wisdom on building worker’s comp book of business and how the secret to his success has always been speaking in language his clients could understand. Get more: https://ryanhanley.com/

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Renado Robinson, Owner of Crosswinds Insurance Agency. Renado talks about prospecting, growing his business and what it means to have a blended agency.  Episode Highlights: Renado shares a little background about himself and his career path. (11:57) Renado mentions the first thing he does when he gets to the office. (20:29) What’s Renado’s average account size by premium? (25:42) Renado mentions his background in insurance and what they do. (26:17) Renado explains why he calls his agency a blended agency. (27:11) How long did it take for Renado to hire somebody? (28:04) What does prospecting look like for Renado? (31:26) Renado shares one of the jobs he had when he was in Atlanta and what made him successful at it. (38:14) Key Quotes: “If someone walks in the door, it's your job to take care of them and not say this is not my job.” - Renado Robinson “I tell my staff and anyone who asks me about my secret when i

Justin Sloan, Principal Agent and Owner at BSP Insurance joins the podcast for conversation around building independent insurance agencies as well as a bunch of other interesting stuff… Get more: https://ryanhanley.com/

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Nicholas Ayers, the Chief Marketing Officer at Better Agency and the Founder of ThriveSure Insurance Solutions. Nicholas talks about the companies he’s built, understanding the creative aspects of video and marketing, and the significance of data. Episode Highlights: Nicholas shares a little background about his companies and the work that he’s currently building and growing. (3:20) Was Nicholas always into marketing? (6:23) Nicholas shares how Better Agency started. (9:07) Nicholas gives a couple of pointers for agency owners that are doing direct mail. (11:56) Nicholas mentions why he thinks that insurance agents must find a dedicated marketer. (22:41) Nicholas shares what an agency owner might look like in the years to come. (32:26) Is it possible for an agency to have an active marketing campaign and not have CRM technology in place? (33:36) What’s the difference between an agency management system and a CRM?

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Ron Assise, President at The Horton Group. Ron talks about his knowledge and expertise in the insurance industry and the challenges of finding, recruiting, and training the right staff. Episode Highlights: Ron shares that he worked at Prudential Life for seven years and wrote a lot of PNC for Prudential standards. (11:27) Ron mentions that if you really want to have pride in something, you better put your name on it. (13:40) Ron shares that he was talking to somebody yesterday about perpetuation and it's one of the things that a lot of us struggle with. He also had no perpetuation. (23:01) Ron mentions that finding, recruiting, and training the right staff is one of the biggest challenges in their agency. (31:01) Ron shares that one of the downsides to being a salesperson is when you don't watch when things get out of hand. (38:12) Key Quotes: “I think certainly skill and preparation have played a major role. Anybody t

Mitch Gibson, of HRM Insurance Services and host of the Inside Hancock County podcast, joins the show to discuss content marketing and what the future of content creation looks like for the insurance industry. Get more: https://ryanhanley.com/

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Ryan Hanley, the Founder of Rogue Risk. Ryan talks about the significance of self-awareness, his vision for Rogue Risk and shares an exciting announcement about where The Ryan Hanley Show is headed.  Episode Highlights: When was Ryan’s first operation day at Rogue Risk? (5:15) Ryan shares why employees are human capital assets. (13:40) Ryan mentions his true vision for Rogue Risk. (17:41) Ryan shares what he wanted to provide to the producers who want to sell through a process and wanted to be backed up by a best in class service. (22:10) What was Ryan’s blindspot with regards to technology? (24:53) Ryan mentions what he knows about Salesforce. (37:47) Ryan shares an important announcement about The Ryan Hanley Show. (48:01) What’s the most recent book that Ryan read? (57:37)  Key Quotes: “When I wake up in the morning, if I have to deal with anything related to operations, it takes energy away from me. If I can

In this episode of Agents Influence podcast, host Jason Cass interviews David Wood, the Founder of Focus.ceo. David talks about what led to his career in coaching and how he’s helping business owners find their focus. Episode Highlights: Does David love to win or hate to lose? (7:31) What’s the biggest factor that got David to where he is today? (9:24) David shares how tragedies in his past led to where he is today. (13:31) David shares that he embarked on a 20-year discovery of himself to discover a vulnerability, influence leadership, emotional intelligence, and all of the things he didn't have as a kid. (16:24) David shares an impactful story about coaching someone (17:49) What do business owners struggle with most and how is David helping them? (19:40) David shares an exercise you can do right now (25:06) How does David fill his time outside of business? (32:58) What is David reading right now? (40:49) Why does David believe attachment is suffering? (42:39) Key Quotes: “They don't come

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Grant Botma, the Founder of Culture Course and Stewardship. Grant talks about his mission and purpose and shares the four questions to ask when evaluating the past and creating goals for the future. Episode Highlights: Grant gives a little background about himself. (3:40) Why Grant describes himself as a compassionate capitalist. (5:17)  How Grant’s kids have become a champion of what their family's building. (9:12) Why Grant named his company Stewardship and what makes them different. (11:17) Grant shares one of the important things he talked about in his book. (13:23) Why Grant thinks that working is beautiful. (13:33) How he gives his employees freedom. (16:22) How long does it take for Grant to create certain changes within a company? (23:09) The four questions to ask when evaluating the past and creating goals for the future (36:53) What three areas should you focus on to grow your business? (41:45) Wha

Matthew Sutika, Chief Insurance Officer of Obie, a former State Farm turned Independent now turned Insurtech innovator joins the show to talk about the mentality he used to build his habitational insurance empire. Get more: https://ryanhanley.com/