Agency Intelligence

In the sixth and final episode of Book 3 of the Explain This Book To Me podcast, host Josh Lipstone continues his discussion with the author Brian Ahearn. They discuss how to use the principles of influence in social media and some of the stories that didn't quite fit into other parts of the book. And Brian teaches us his secret to happiness. Key Quotes: “I came up with a personal brand at the time, and my slogan was ‘when it needs to be done well’. That tied back to my personal mission statement, which starts with the overarching aim that when I die, God will say, ``Well done, good and faithful servant.” - Brian Ahearn CPCU, CTM, CPT, CMCT (5:11) “I think if you do it well, you can support people. And they may end up leaving, that's okay. They'll probably also help you recruit somebody that could fill that position, and then you go back to what you've always done.”- Brian Ahearn CPCU, CTM, CPT, CMCT (11:42) “We gain authority status with people quite often when we're willing to admit weakness...you know

Chad Eddy, president and CEO of Indium, one of the most agent-friendly Agency Networks in the insurance industry. In this episode of the show, we break down a recent blog post Chad wrote that breaks down the repercussions of victim mentality on our success. Get more: https://ryanhanley/com/

In this episode of Agents Influence podcast, host Jason Cass interviews Erik Garcia, CFP®, President of Garcia Financial Group and Owner of Garcia Insurance Services and Dr. Matt Morris, LPC, LMFT, Family Therapist at Matt Morris & Associates, and co-hosts of the podcast, Building Us. Erik and Matt share their knowledge and expertise on money and relationships and how their podcast, Building Us, is tackling these topics in a unique way.  Episode Highlights: Jason introduces Erik Garcia and Dr. Matt Morris. (1:10) Matt shares that he’s a Family and Couples’ Therapist, and a Professional Counselor, as well. (2:42) Erik shares that he’s a Financial Advisor and a Certified Financial Planner. (2:50) Matt shares that their podcast, Building Us, is all about love and money. They discuss anything that touches relationships. (6:09) Erik shares that he was thinking about his idea of data and stats in the relationship world, as it relates to money in couples. (12:33) Matt shares that they wanted to talk a lit

In this interview with Tony Caldwell from the Uncaptive Agent Podcast, we dive deep into the "Human-Optimized" agency concept and why now is the time to begin building the agency that will compete into the future.

In this episode of Agency Intelligence podcast, host Jason Cass brings back Katlyn Eggar, Director of Education and Development at Quantum Assurance International to introduce the new miniseries on Agency Intelligence podcast that she will be hosting: Age of Indiependence. Katlyn explains that the Age of Indiependence podcast will share game plans, tips and best practices that will make it a little bit easier for agents to make a bigger impact in their agencies. Episode Highlights: Jason welcomes back Katlyn Eggar. (1:10) Katlyn shares the reason she loves her position is because she gets to impact insurance professionals in their career, she helps develop the strategic programs, and processes that help their agents and sales professionals, to scale and grow. (6:31) Katlyn mentions that nine years ago, she and her husband, Justin opened their first insurance agency, and it was a local insurance office boutique-style agency. (7:33) Katlyn thinks that some best practices can make strategic moves in growi

In the fifth episode of Book 3 of the Explain This Book To Me podcast, host Josh Lipstone continues his discussion with the author Brian Ahearn. They discuss how the principles of influence impacted others in very well known and public situations and what the company or person should have done. And you'll find out if Brian was able to put his daughter on a plane after watching the movie Taken. Key Quotes: “I think being so rooted in, we're the biggest in the world, we don't need to change, people need to change in relation to us, was a big part of the downfall.” - Brian Ahearn, CPCU, CTM, CPT, CMCT (5:14) “Their inability to persuade the right people, I think is a big reason that they missed the mark so badly and ultimately lost their dominance, and filed for bankruptcy.” - Brian Ahearn, CPCU, CTM, CPT, CMCT (7:14) “I always say, great ideas don't become projects until somebody above you says yes. So to me, that shows that everybody in an organization has to at some level, have good persuasive skills. O

Want to write more commercial insurance? Sure, you do; commercial accounts produce more revenue per account than a standard home and auto account. The problem is, COVID has put a damper on traditional commercial prospecting methods such as networking and cold drop-ins. In this webinar, agency owner, industry expert and podcast host Ryan Hanley will discuss 7 ways to use digital tools to increase your number of commercial prospects and close more sales. Get more: https://ryanhanley.com/ 

In this episode of Agents Influence podcast, host Jason Cass interviews Jim Harris, Disruptive Innovation Keynote Speaker, International Bestselling Author, Thought Leader, and Columnist at Strategic Advantage. Jim talks about disruptive innovation and the impacts of autonomous vehicles. He also shares his knowledge and expertise in auto insurance and exponential growth. Key Quotes: “People say you are very lucky. Yes, I was lucky. But I co-created my luck in putting 300 opportunities in the hopper.” - Jim Harris “This was a kind of two by four to the head for me, saying that if not even the best companies can create job security for people, what will create job security?” - Jim Harris “Ultimately, what creates security for us as employees, and corporately, as organizations are one learning to change, accepting uncertainty.” - Jim Harris “A crisis is a terrible thing to waste. This crisis is driving more change. It is responsible for more digital transformation in organizations, and processes than anythi

Listen as Ryan breaks down the good, bad, and ugly of the first 7 months of Rogue Risk's existence. Specifically, we focus on some of the unforeseen obstacles that hindered growth and what he is doing and plans to do in order to course-correct and hit annual goals. Get more https://ryanhanley.com

In this episode of Agency Intelligence podcast, host Jason Cass interviews Mike Crowley, Vice President at Crowley Insurance Agency INC. Mike talks about his journey of being in a family-owned agency and shares what he has done to change it. Mike also discusses the significance of having the right mindset and adapting to changes.  Key Quotes: “Without them trying to find out the reason, my opinion has always been, especially because it has worked well...okay, you don't want to do it, I'm gonna do it.” - Mike Crowley (18:44) “Nobody's ever going come at you and fire you for doing something on your own time with your own dollar.” - Mike Crowley (19:25) “All these people don't want to try and do something because either they're scared or you know, they're afraid of failure, whatever the case is. My advice is always, you know, try just do it.” - Mike Crowley (20:24) “Our mindset is, that we're in the greatest industry there is. And the reason for this is because if I lose a big account, or like you it a whal

David Carothers, principle at Florida Risk Partners and founder of Killing Commercial Producer Training joins the podcast to discuss his first 7 months training some of the best independent agencies in the country to produce Middle Market Commercial Accounts.

In the fourth episode of Book 3 of the Explain This Book To Me podcast, host Josh Lipstone continues his discussion with the author Brian Ahearn. They discuss how Brian has used the principles of influence that was discussed in episode 2 in real life situations. And at the end, you'll want to buy as many yellow sticky notes as possible. Key Quotes:  “Book two differs a little bit from the book we're talking about in it is a very hardcore sales book and it's specific to insurance agents. So it looks at the sales process and when these principles are most applicable at different points.” - Brian Ahearn, CPCU, CTM, CPT, CMCT (1:44) “Handwritten is always best. That's what indicates that you have done a little bit more .” - Brian Ahearn CPCU, CTM, CPT, CMCT (7:08) “The more somebody knows that you personalize something to them...they are to respond in kind.” - Brian Ahearn, CPCU, CTM, CPT, CMCT (13:45) “Sometimes I will put a sticky note sticking out of the book on page 43. Just so they'll flip it open. And

In this episode of Agency Intelligence podcast, host Jason Cass interviews Christopher Cook, owner of Alliance Insurance Services. Christopher talks about their preparation for their transition to the Neon platform, which made him decide to use Neon, and the formula of his vision to lead his agency that's doubling every year. Key Quotes: “Effort is the thing that multiplies both your talent and your skill.” - Christopher Cook (7:20) “We all have to be able to adapt. And thankfully for us, we have some things in place, such as, quote, bids, and void phones, all the stuff that I think years ago, you would say, these are non-negotiable. "If you don't have these things, then you're not really running an agency.” - Christopher Cook (12:04)  “I am not quite a staunch believer that you shouldn't take payments in the offices...I think that's an opportunity to build a relationship.” - Christopher Cook (13:00) “Just forget what you know, and build what you need.” - Christopher Cook (18:01) “I want my people on a

Producer trainer and Agency Growth Consultant, Mick Hunt, founder of Premier Strategy Box, stops by the show for a deep diver on producer development.

My friend and mentor, Chris Paradiso, joins the podcast for an old school rap session on all things independent agency. This is an episode you don't want to miss... Get more: https://ryanhanley.com

In this episode of Agency Intelligence podcast, host Jason Cass gives you a preview into a special AI Mastermind Facebook Live with Mastermind Member and guest, Miles Merwin, Founder and President of Advisors Insurance Agency. Jason and Miles went live on Facebook to discuss working remotely, efficiency, team building, virtual assistants and more - it was so good we just had to share! Key Quotes: “If you can't change your people, change your people. If that's the way that your business is running, and you find that the type of personality that's most efficient in your working situation is somebody who works from home. There’s different types of people out there and as a business owner, you moved the way that makes sense for your clients and your team.” - Miles Merwin “You’ve got to be creative in working with your team. Otherwise, your team's going to crash because it's just them by themselves, but you've got to keep them engaged in a remote setting, versus engaged in an office setting.” - Miles Merwin “A

In the third episode of Book 3 of the Explain This Book To Me podcast, host Josh Lipstone continues his discussion with the author Brian Ahearn. They discuss the other tools that the Loyal Readers will need in their tool belt to get someone to say Yes to them. And you'll learn why you should always use your four-digit birth year and not your two-digit birth year. Key Quotes:  “Unlike the principles of influence, those that can be very situational contrasts are always, always available, because human beings are always making comparisons from one thing to another.” - Brian Ahearn “It is a natural tendency for us to look for things that confirm what we already hold dear, what we believe, and what we value. That is a much easier cognitive process than looking for all the reasons to disconfirm what we believe, or what we value.” - Brian Ahearn “People don't make decisions based solely on logic, right? Feelings come into play, and that feeling of what we consider to be fair, at least here in America is very trad

In this episode of Agents Influence podcast, host Jason Cass interviews Peter van Aartrijk, Author, Podcast Host, and CEO at Aartrijk. Peter talks about the services that their company has to offer and the significance of working on company culture. He also shares his knowledge and expertise in the insurance industry and branding strategy. Key Quotes:  “Hey, I may not always be excellent, but I'm always confident.” - Peter van Aartrijk “You can't go to a meeting, and just sit there and listen. I don't like those kinds of meetings. I mean, they're good for an hour or two, but not an entire conference built around people speaking at you. I like it when there are more dynamics and discussion among the group, then you get some organic thought coming out of it. And some of the best ideas come from those conversations.” - Peter van Aartrijk “Where people work is important, why they work is even more important, why they want to work with your agency. And all those other issues of when, and how they dress and all

In this episode of Agency Intelligence podcast, host Jason Cass continues the fourth part of his miniseries, Building An Agency. For the final episode of the miniseries, Jason brings on guest, Ryan Deeds, VP of Technology and Data Management at Assurex Global to talk about technology and data management, Agency Management Systems, software development, electronic signatures, and more. Key Quotes: “I think today in today's world, a nimble firm that has a good strategy, even if you're two people, three people, starting it up from the with the right perspective in mind, the capabilities and the things that you can deliver today to both your internal staff and your external customers are so much more significant.” - Ryan Deeds (03:33) “Every tool that's out there, every Agency Management System that's out there will solve the problem. It's really about a commitment to the Agency Management system that you choose, the phones that you choose, and how to leverage those the most effectively.” - Ryan Deeds (4:38) “

You've heard about NEON, you're read the Tweets, seen the videos... now it's time for the official launch. It's go time. That's why we got Seth Zaremba, founder and CEO and Sydney Roe, Chief Marketing Officer to stop by and explain exactly what NEON is and how it's going to change the independent insurance industry forever. Watch the launch: https://batomic.com/neon-countdown/