Agency Intelligence

In this episode of Agents Influence podcast, host Jason Cass interviews Walt Goshert, Insurance LinkedIn Expert and Independent Marketing Consultant. Walt shares his knowledge and expertise in using LinkedIn to build and refine your prospecting.    Episode Highlights: Jason introduces Walt Goshert. (1:01) Is Walt an iPhone or an Android user? (2:07) Does Walt love to win or hate to lose? (6:00) Walt says that in the insurance business, you must have the discipline to improve your game and get better. (7:11) What does Walt attribute to his life, skill or luck? (12:13) Walt shares his background story. (15:22) What was Walt’s main line of insurance that he wrote? (17:03) Walt shares his experience being a brokerage. (18:53) Jason believes that training about having a process is what they forgot to learn. (19:53) Jason shares that over the last two years he learned that when you start getting into the big agencies, they expect risk management. (23:24) Jason shares what he said about LinkedIn

Chad Spaide, president and CEO of BenefitSource Insurance Services and the founder of Pure Potential Insurance Automation joins the podcast to once and for all answer the question of who actually owns insurance agency data, why it doesn't matter and what you should be doing with all the data you have. Get more: https://ryanhanley.com/

In this episode of Agents Influence podcast, host Jason Cass interviews Daniel Faggella, Head of Research, CEO of Emerj Artificial Intelligence Research. Daniel discusses the significance of Artificial Intelligence, AI investments, chatbots, niching, and data algorithms. Episode Highlights: Jason introduces the guest, Daniel Faggella. (1:01) Jason explains the benefits of the AI Mastermind membership. (2:33) Daniel shares what he has been doing over the past months. (4:13)  Daniel says that artificial intelligence for underwriting and claims is just the name of the game. (5:18) Why has marketing, and customer service not been what Daniel has expected? (6:06) Daniel says that there are companies that want to allow people to know about and even exaggerate AI or tech applications that make them look good to their customers or investors. (6:46) Daniel talks about the specific reasons why marketing and customer service are not gaining traction. (8:07) Daniel gives two examples of AI applications. (8

In this episode, host Joshua Lipstone of The Explain This Book To Me podcast continues his discussion with David Carothers, the author of the book, The Extra 2 Minutes. They discuss how making that first impression matters more than you think, to make sure that you dress for your day, and whether it matters if you do or do not wear socks. They also discuss how that first contact will go and how it will set you up for success moving forward. Episode Highlights: David talks about the best and worst first impression he ever made. (2:13) Does David give out his metal business cards to anyone? (6:57) David talks about the custom made suits he has for his producers, and what people can learn from it. (10:11) David shares the memorable meetings that he had with prospects or clients. (18:36) David talks about the multiple angles that he’s working on when he’s doing something. (22:35) David says that he rented the Florida aquarium for a massive holiday bash with clients, prospects, and anybody who has any s

Mike McDonough, the Work Comp Renegade, also known as "Maverick Mike," joins the podcast to break down his philosophy on Workers Comp as well as what it takes to be the best at what you do. Get more: https://ryanhanley.com.

In this episode of Agents Influence podcast, host Jason Cass interviews Bill Martin, President and CEO at Plymouth Rock Property Assurance. Bill talks about how he got into the insurance industry and his journey to becoming the CEO. He also discusses the value of understanding the analytics and data in the industry. Episode Highlights: Jason introduces Bill Martin. (3:06) Is Bill an iPhone or an Android user? (3:41) What was the last app that Bill downloaded? (4:56) Does Bill love to win or hate to lose? (6:10) Has Bill listened to Jason’s podcast before? (6:44) What does Bill attribute to his success, skill or luck? (7:02) Bill shares the first big break of his career in insurance. (7:55) Bill shares his background and journey to success. (8:40) Bill mentions that he did a series of three startups. (11:56) Bill says that the main idea is that you should be able to know before you offer somebody insurance is what you need to charge them. (14:43) Bill mentions that there is no great insura

John Mason, President at Chenango Brokers LLC, joins the podcast to talk about how he built his small-town retail agency into a five-location powerhouse and ultimately transitioned into a 24 state growing wholesale operation. Get more: https://ryanhanley.com/

In this episode of Agents Influence podcast, host Jason Cass interviews Dustin Bloch and Kyle Kemp, Vice Presidents at Quantum Assurance International. Dustin and Kyle talk about online leads, sales, market share, and captive agencies vs. the independent space. Dustin and Kyle also discuss how stepping outside of your comfort zone can lead to growth in your business.   Episode Highlights: Jason introduces Dustin and Kyle. (1:01) Are Dustin, and Kyle Android or iPhone users? (4:06) What was the last app that Dustin and Kyle downloaded? (4:22) Do Kyle and Dustin love to win or hate to lose? (4:44) What do Kyle and Dustin attribute to their success, skill, or luck? (5:53) Kyle shares his background story, and to where he’s at now. (7:38) Dustin shares his background story and how he got into the insurance industry. (8:46) Dustin talks about his role in Quantum Assurance International. (10:34) Kyle says that they lose the stigma of the data lead because they’re taking care of every single need of the cus

In this episode host, Josh Lipstone of The Explain This Book To Me podcast continues his discussion with David Carothers, the author of the book, The Extra 2 Minutes. They discuss how to identify and locate your ideal prospect. And you may hear how David's mind was blown away from something that was discussed in Book 2, Episode 1, but you'll have to download this episode to find out. Episode Highlights: What are the things from the first episode that stood out for David? (3:10) Why does David think that prospect identification is one of the biggest challenges? (6:41) David thinks the insurance industry is severely lacking in production training. (7:06) David shares his fundamental theory in insurance production. (7:36) David says that the difference between giving somebody the why and asking the question in a short amount of time is the title of his book. (11:16) How does a producer define who their ideal prospect is if they’re new to the industry? (13:31) David mentions that in the first year of

Jeff Roy, easily one of the top three insurance agency owners in the world stops by the podcast to breakdown his world domination strategy... Oh and Jack Wingate bombs the podcast for the double treat of amazing. Get more: https://ryanhanley.com

In this episode of Agents Influence podcast, host Jason Cass interviews Brian Fanzo, Virtual Keynote Speaker, Digital Futurist, and founder of iSocialFanz. Brian talks about his passion for technology, business, change, and digital innovation. He also discusses the significance of authenticity and transparency to a person’s success. Episode Highlights: Jason introduces Brian Fanzo. (2:57) Is Brian an iPhone or an Android user? (5:11) Does Brian love to win or hate to lose? (5:26) What does Brian attribute to his success, skill or luck? (7:33) Brian shares his background and his journey to success. (10:03) Brian talks about labeling himself as a Digital Futurist. (19:18) Brian shares that his mission is to help people see the synergy between digital innovation and humanity. (19:54) Brian mentions the significance of your brand, your name, and treating everyone like you treat yourself. (22:37) Brian explains that forcing people to change into a world that they're not used to is not usually a good trend

The fabulous, Shefi Ben-Hutta, co-founder of Coverager, joins the podcast to talk about her experience in insurance coming Israel, and why feeling like an outsider has turned into her superpower. Get more: https://ryanhanley.com/

In this episode of Agents Influence podcast, host Jason Cass interviews Delanea Davis, the co-founder and CEO of Cloud 9 Online. Delanea talks about the benefits of the MediMed app and how her research abilities made her successful. They also discuss the significance of mental health in our society and understanding the impact of stigma on people with mental illness.   Episode Highlights: Jason introduces Delanea Davis. (1:12) Delanea shares that when she joined Travelers in 2006, they didn't have a market research department, and she was brought in to build out the department and learn to show the organization how to bring the voice of customers, and agents into decision making. (4:13) Is Delanea an iPhone or an Android user? (6:21) Delanea shares the fascinating fact of the two devices. (6:49) Delanea says that when she left Travelers, she formed a holistic wellness company. (7:31) Delanea shares that technology was their catalyst in achieving their goal. (8:09) What is the recent app that Delan

In this episode, host Josh Lipstone of The Explain This Book To Me podcast sits down with David Carothers, the author of the book, The Extra 2 Minutes: How spending an extra 2 minutes on nearly anything in your sales career will take you from good to “best in class.” to discuss David's favorite client, how selling fruit at school gets you in trouble with the principal, how his sales process has followed him from the hollers of West Virginia to the beaches of Florida, and much more. This first episode sets the stage for the upcoming ones and this is a book that will be on your shelves for life.   Episode Highlights:   Josh introduces David Carothers. (1:09) Does David’s toilet paper go over or under? (1:37) What was the last book that David read? (2:16) What made David the person he is today, nature or nurture? (2:49) David shares his childhood background and his career. (3:53) David shares a pretty humorous story about the Maxwell book signing. (4:43) David mentions Malcolm Gladwell’s book entitl

Chris Langille, founder of Advisor Evolved, ripped off an amazing Twitter storm a few days ago breaking down exactly what he would do if he were to start an insurance agency today. This fast-paced breakdown of agency life is going to push some boundaries of what we expect independent insurance agencies to look like but rings true for what's to come. Get more: https://ryanhanley.com

In this episode of Agents Influence podcast, host Jason Cass interviews Seth Preus, founder of Mivation. Seth talks about the SaaS model and how they are using it to create software that provides sophisticated compensation models. Seth also talks about the significance of learning and unlearning and how using extrinsic and intrinsic rewards helps in motivating people.   Episode Highlights:   Is Seth an Android or an iPhone user? (2:40)  What was the last app that Seth downloaded? (3:22) Does Seth love to win or hate to lose? (7:57) What does Seth attribute to his success, skill, or luck? (11:49) Seth shares his story and his family background. (13:16) Seth says that he has moved to 10 different states in his life. (17:39) Seth shares why moving to Colorado Springs is really a good change for him.  (18:13) Seth shares what made him listen to motivational speakers like Tony Robbins and Zig Ziglar. (19:01) Seth shares how he learned the fundamentals of sales. (19:37) Is there anything Seth can

Tracy Cotton, one of my favorite people in the insurance industry, joins the podcast for a deep discussion on the producer vs agency owner relationship and how producers can maximize their value over the long-term. Get more: https://ryanhanley.com

In this episode of Explain This Book To Me podcast, host Josh Lipstone continues his conversation with Jason Cass, author of Customer Service Is Just Foreplay: The Modern Customer Experience Will Separate You From Your Competition. In the final episode of Book 1, Customer Service is Just Foreplay: The Modern Customer Experience Will Separate You From Your Competition, Josh and Jason finish the book and talk about what is next. How did things change in the last 5 years and how will things change in the next 5-10 years?   Episode Highlights:   Is Jason an Android or an iPhone user? (1:53) What was the last app that Jason downloaded? (2:49) What was the last book that Jason has read? (4:12) Jason says Fanatical Prospecting is the best prospecting book in the world. (6:30) What does Jason attribute to his success, skill, or luck? (6:58) Does Jason love to win or hate to lose? (9:10) Joshua talks about the eight step process of how you recommend building the modern customer experience for an agency in

Yes, it seems like everyone these days is talking about virtual assistants. But why not get your information from the Godfather of insurance virtual assistants, the guy whose literally creating the de facto program for VAs throughout our industry? That's right, we got Wessly Anderson on the show today, co-founder of Agency VA to answer all your virtual assistant questions. Get more: https://ryanhanley.com

In this episode of Explain This Book To Me podcast, host Josh Lipstone continues his conversation with Jason Cass, author of Customer Service Is Just Foreplay: The Modern Customer Experience Will Separate You From Your Competition. Josh and Jason talk about the second half of the Infographic from the book. They discuss how to propose, not quote, the sale through technology and automation. How to onboard and service your new clients with welcome packets, self-service options, mobile app, email, and social media and what to do to cross sell and refer more business to your agency. Episode Highlights:   What is the one thing from the book that people agree with Jason about, and what is the one thing about the book that people disagree with him about? (1:44) Jason says that he writes blogs whenever he goes camping. (2:45) Jason mentions that he’s writing about API versus RPA. (2:53) Jason believes that RPA will turn into a robotic process. (3:17)  Jason thinks that many people get upset because they pride