Agency Intelligence

Jason Liu, CEO of Zywave, stops by the podcast to talk about the future of Zywave and enterprise technology. We dive deep into the future of Zywave and why now is the time for small and middle-market agencies to take a deep look into their package of tools and resources. Get more: https://ryanhanley.com

In this episode of Agents Influence podcast, host Jason Cass interviews Brian Ahearn CPCU, CTM, CPT, CMCT, Chief Influence Officer at Influence People, and international speaker, coach, consultant, and author. Brian talks about being one of only 20 people in the world certified by Robert Cialdini to teach his methodology when it comes to influence. Brian also talks about his passion for teaching how to communicate differently, understanding what psychology says about our minds, and how we can ethically influence people to do things.   Episode Highlights:   Jason introduces Brian Ahearn. (1:01) Is Brian an Android or an iPhone user? (4:18) What was the last app that Brian downloaded? (4:36) Does Brian love to win or hate to lose?  (5:57) What does Brian attribute to his success, skill, or luck? (7:01) Where does Brian reside now? (8:11) Brian takes us back to his college life and brings us forward to where he’s at now. (8:34) Jason shares why Brian’s LinkedIn profile is very unique. (10:22) Br

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 discuss the first half of the Infographic from the book. They discuss how your branding, USP, and niche dictate your sales funnel, how you can drive leads to your agency through organic and paid leads that drives the business you want and how to convert those leads by utilizing social media, content creation, email marketing, and your website.    Episode Highlights   Are there any loyal listeners who emailed Jason about an episode he recorded five years ago? (2:03) Jason shares the conversation he had with Daniel Burris a year ago. (2:41) Joshua says that the guidance of Jason’s book was really helpful for him. (3:42) Jason explains the difference between traditional sales funnel and the modern customer experience sales funnel. (5:45) Joshua says that most o

Charles Specht, president of Permission Group LLC, the place where insurance producers can find useful information, resources, and inspiration for building a $1,000,000 Book of Business. 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 discuss how having the right technology, app, and payment solutions for your clients provide the Modern Customer Experience and you may be surprised about what is no longer as important in 2020 as it was in 2015.      Episode Highlights: Given the direction that Jason is taking the insurance Alliance now, is it possible for Jason to do it in a 56 square foot office? (2:03) What did Jason benefit from having an office in the basement of his home? (3:45) Jason mentions that he has three office locations. (4:34) Jason talks about his meeting together with Neon and the agency owners. (5:50) Jason shares the saying Wesley Anderson says to him that sticks to his mind. (7:30)  Is working at home good or bad? (7:46) Jason shares that as an agency owner, stress o

Scott Howell, president of iProtect Insurance and co-host of The Insurance Guys podcast stops by the show for one of the most EPIC episodes we've ever released. We talk about insurance industry obstacles, sales, life, transitioning to independent, leadership, and everything in-between. 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 discuss the impact that an AMS has on your agency, and how in the future you may not even have an AMS. They also talk about how your website is your curb appeal to the virtual world with the do’s and don’ts of it. Episode highlights: What made Jason realize that we weren’t like San Antonio and why? (3:49) How was Jason’s transition going on with Veruna? (5:29) Jason shares how he met Seth Zaremba. (6:48) Jason talks about the transformation that he experienced. (7:46) Jason says that Veruna is a reliable and easy-to-use tool for data migration. (10:31) Jason shares that he was in a meeting when they inform him about the other seven main people that will get in with Salesforce. (13:53) What does Jason think will happen if Salesforce goes away? (14:35)

One of the best agency owners in the country, Jack Wingate of ALLCHOICE Insurance joins the podcast for an EPIC breakdown on the insurance industry and how he learned all the secrets. 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 discuss how the independent insurance agent is like a frog in a pot of boiling water, the companies that you need to be successful, and the impact of a phone call with a prospect about the past experiences she had with Geico Insurance.  Episode Highlights: Josh reminds the loyal listeners to remember the story of The Ringling Brothers and what happened to Cirque du Soleil. (2:35) Josh mentions the controversial McKinsey report. (4:04) Does Jason have any thoughts on how to provide a better customer experience? (4:19) Jason talks about his trip to St. Louis. (5:53) Josh shares the excerpt from chapter two of the book, “The Ground Rule”. (7:30) Does Jason think that the frog is about to cook to death, or the frog still has time to jump out of the pot? (8:3

Erik Garcia, a certified financial planner and co-owner of Garcia Insurance Services, joins the podcast for a deep dive into why every independent insurance agency really is a unique snowflake and why understanding that fact early is a key to long-term success. Get more: https://ryanhanley.com/

We’re excited to announce a new podcast series on our AI podcast network! The series is called Explain This Book To Me and it is hosted by Josh Lipstone. In this inaugural episode, Josh talks with Jason Cass, author of the book, Customer Service Is Just Foreplay: The Modern Customer Experience Will Separate You From Your Competition. It’s been 5 years since the launch of the book and they are going to explore what Jason got right, what Jason got wrong, and the new journey that Josh and Jason will be on together. Episode Highlights: Does Jason use Mac or PC? (2:10) What has writing this book meant to Jason both personally and professionally? (7:33) Why did Jason write his book? (9:29) Jason says that the word he likes to use recently is the transformation. (17:36) What was Jason’s view in 2015, and his view for 2020? (22:05) Jason explains that more people and more companies are going to fail because of their own egos and problems, rather than the outside forces that would make a big business collap

Jeff Shi, founder of Quantum Assurance, joins the podcast to talk about his transition from captive to independent and why his past experience finding rivals inside the captive community has propelled his agency towards world domination. Get more: https://ryanhanley.com/

In this episode of Agency Intelligence podcast, host Jason Cass interviews Michael Overstreet, Owner of Safe Street Insurance. Michael shares how he got into the business of insurance and how his knowledge and passion for gardening led him to his niche.    Episode Highlights:   Jason introduces Michael Overstreet. (1:02) Is Michael an iPhone or an Android user? (5:25)  What was the last app that Michael downloaded? (8:07) Does Michael love to win or hate to lose?  (8:50) What does Michael attribute to his success, skill or luck? (9:11) Michael shares his background story and his key to success. (12:34) Michael says that when he went to the Dominican Republic, he got interested in tropical trees, fruit trees, and gardening. (12:53) Michael confirms that he is still doing videos to build an organic presence for both gardening and insurance. (14:50) Is Michael building authority or actively prospecting a niche? (16:54) Michael says that videos could be a way of building relationships across the

Tarmika is changing the small commercial insurance landscape. Today guest, Raghav Tanna, founder of Tarmika, explains exactly how his technology is helping independent insurance agents across the country make small commercial business profitable again. Get more: https://ryanhanley.com/

In today’s episode of Agency Intelligence podcast, host Jason Cass interviews Dani Kimble, Chief Marketing Officer at O’Neill Insurance. Dani talks about the core values, culture, and business strategy at O’Neill Insurance and how they are helping their clients during the pandemic.   Episode Highlights: Jason Cass introduces guest Dani Kimble. (2:11) Is Dani an Android or an iPhone user? (5:28) Does Dani love to win or hate to lose?  (5:35) What was the last app that Dani downloaded? (:) What does Dani attribute to her success, skill or luck? (6:23) Dani shares her background and the key to her success. (9:59) Dani shares that her professional title is the Chief marketing officer. (14:42) Dani says that in her perspective, every interview is like an audition. (16:06) Dani explains how her mindset was changed when she met the people at O’Neill insurance.  (16:50) Dani says that they have a set of behavior that they call fundamentals. (19:37) Dani shares how people at O’Neill insurance put

Description: Dawnyel Smink runs a tremendously successful independent agency and one of the most well-respected agency networks in the entire country. In this episode of the podcast we breakdown her secrets to success. Get more: https://ryanhanley.com/

In today's episode of Agents Influence podcast, host Jason Cass interviews Bryan Falchuk, Best-selling author of the book Future of Insurance, executive coach, TEDx presenter, public speaker, and advisor to the insurance industry. Bryan talks about his insurance career and philosophy and what he’s doing to help the industry. Episode Highlights: Jason mentions his guest is a TEDx speaker. (1:17) Jason Cass introduces guest Bryan Falchuk. (3:27) Is Bryan an Android or an iPhone user? (4:50) What was the last app that Bryan downloaded? (5:53) Does Bryan love to win or hate to lose? (6:36) What does Bryan attribute to his success, skill or luck? (7:12) Bryan shares how he got into the insurance industry. (9:31) Bryan says he loves seeing opportunities and finding ways to seize it. (9:58) Bryan says he wanted to be in a consulting company because he wants to see different things. (10:31) Bryan shares that his first client at liberty mutual is David Long. (13:35) Since Bryan became a CEO, where

In this episode of Agency Intelligence podcast, host Jason Cass interviews Katlyn Eggar, the Director of Education and Development at Quantum Assurance International. Katlyn talks about how she opened her first insurance agency and how she strategizes, plans, and produces the onboarding program to keep the team at Quantum providing a world-class experience.   Episode Highlights:   Jason introduces Katlyn Eggar. (3:30) Is Katlyn an iPhone or an Android user? (5:06) Does Katlyn love to win or hate to lose? (5:26) What does Katlyn attribute to her success, skill or luck? (5:56) Katlyn talks about her previous jobs. (9:39) Katlyn shares how she met her husband. (12:43) Katlyn talks about opening their first insurance agency in 2011. (13:24) Katlyn shares that they use Allstate agency as their carrier. (13:32) How was their first year in the insurance industry look like? (14:07) Does Jason think Katlyn and her team did a successful job in their first year? (14:41) Jason says that 83% of the co

There is one man changing the paradigm of the insurance industry. His name is whispered around carrier C-suites and agent Facebook user groups alike. We need him to win and if history is any guide, he will be. That man is Seth Zaremba. Get more: https://ryanhanley.com

Tommy Walker, former editor-in-chief of Quickbooks and Shopify joins the podcast for an old school deep dive into the secrets of content marketing and how insurance agencies and carriers can leverage content marketing to win the long-game. Get more: https://ryanhanley.com