Agency Intelligence

An agent-less buying process might seem like a slippery slope but could end up right where your prospects want to be. It is the earliest of days in the awkward relationship agents are building with Insure-tech startups promising to revolutionize the way insurance is bought and sold. Are these threats challenging our lively hood or only hoping […] The post What Does a One-Stop Shop Insurance Experience do to Your Agency? appeared first on .

You think you’d be used to planning for a bunch of things that you don’t want to happen. Like the contractor who never works on his own house, I bet your agency doesn’t have a very good plan for you unexpectedly not being there anymore, permanently. However, it’s still something that needs to get done […] The post The Unsexy Goal You Won’t Work On Next Year appeared first on .

It’s a brave new world when it comes to the number of options you have for getting work done by the right person at the right time. There isn’t a single issue that can destroy your agency’s profitability than than finding the perfect balance of staffing solutions. If you have to many people doing too […] The post Overstaffed Vs. Understaffed: Who’s Doing the Right Work? appeared first on .

Let’s be honest selling commercial lines insurance is one of the most inefficient sales process on the planet. Commercial underwriting and application process make personal lines like an unimaginable futuristic reality. What if you had a much more efficent way to find the best place to put your business and get credit for the stuff […] The post Can His Bold Idea Put an End to Your Application Madness? appeared first on .

If you don’t know what you’re wasting you’re time on you’ll never what you should be doing instead. There’s a lot to be said for getting something out of your head. By doing that you will free your ability to not think about something that is a low return activity. Also, we don’t have to […] The post Confident Time Management You’re Afraid Of appeared first on .

Ignorance can sometimes be bliss but is can also mislead you to a fantasy land that doesn’t exist. When your idea meets reality is the first self awareness test you’ll get to take. As excited as you might think the world is to hear about the thing your excited about, most of the time it’s […] The post You Never Know Until You’re In It appeared first on .

We’re in a service business that should be working retail hours. Most of our clients are at work when your doors are open for business. Why should you ask them to take time away from what they do to buy what you’re selling. That is just one of the main problems facing our industry and […] The post Can You Be Available When Your Customers Are? appeared first on .

Just because it’s important to you doesn’t mean it’s important to them. That’s the first thing you need to remember when considering creating any type of communication to your clients. It’s always about them and never about you. That when you know you can focus on what is going to matter most. That’s what Joey […] The post Making Your Clients Care Makes You More Money appeared first on .

It’s easier said than done and something you might be inadvertently guilty of. Actions taken out of insecurity and insincerity is a combination that generally leads to disaster. Doing something because it’s worth doing and will make them better than they were before will win everytime over doing it for yourself. That’s what Joey talks with […] The post Are You Doing Stupid Things You Don’t Need To? appeared first on .

It’s easy to always talk about the things that are comfortable, but it’s the uncomfortable conversations that have to biggest impact. Today Jason Cass is flying solo to take a quick look back at 2016 and preview the upcoming CEO month of December on Agents Influence. Jason also shares a few great resources and tools […] The post Having Conversations People Don’t Want to Will Keep Us Together appeared first on .

Bigger clients bigger commissions aren’t always as profitable as they seem, but sometimes they are. It’s actually pretty easy to figure out if the extra work is worth your time. It’s easy to want to to churn and burn on 15 minute sales calls take what you get. It’s a different world when the new, […] The post Can Your Sales Process Handle Better Prospects? (Part II) appeared first on .

It’s alright to create necessary friction if you don’t need to talk to everyone. If there is one thing we want more than anything to be true, it’s that phone trees are an effective way to handle incoming phone traffic. However, there is substantial data to back up the fact that people prefer talking to […] The post How Bad Does It Hurt Falling Out of a Phone Tree? appeared first on .

The death of the insurance designation might have been greatly exaggerated. In a time where everyone has the ability to demonstrate their expertise on demand, spending time learning about how something is done, instead of just doing it, might seem counterproductive. However, today Jason Cass welcomes Peter MacDonald, VP of Sales and Marketing for Murry […] The post Can You Designate Yourself to Success? appeared first on .

Just how serious should we be about making sure our clients other insurance needs are taken care of? It’s an interesting question and one that hasn’t been mention aloud very often. Should we, or can we do more in creating a customer experience that keeps the insurance flowing, even if it’s something your agency doesn’t […] The post Is It a Referral or Marketing Problem? appeared first on .

You don’t always have to listen to the first or loudest person you hear when getting into the insurance industry. It’s also a surpsising journey on how most of us got here. The industries adjecent to the one we call home ussually produce the most interested canadates. It’s also surprising to hear the people in […] The post Who Taught You How to Think Outside the Box? appeared first on .

If your employees aren’t happy before they come to work, there’s a good chance they’ll walk out your door the way they came in. There isn’t an agency owner, on some level, that doesn’t want to try and get the most out of their people and provide an enjoyable working envirionment. The problem is trying […] The post Will Happiness Set Your Agency Free? appeared first on .

If you are, you’ll find yourself celebrating a lot of moral victories that won’t impact your agency. If you want to cut through the noise and do something no one else is doing, sometimes that means ignoring things that everyone says you should do. Because when you try to hedge your bets you spread yourself […] The post Are You Playing for a Participation Trophy? appeared first on .

If the sky was falling would you want to know? On this brand new show, Jason Cass and Joey Giangola casually discuss the head in the sand mentality you might be taking with the disruptors gunning for our jobs. Jason feels that winning in social and digital will be what keeps the best agents in […] The post 001 Listen In: Dark Fears You Aren’t Properly Afraid Of appeared first on .

Just because some one has the resources doesn’t mean they know how to use them? It seems like the defult postion in the insurance industry is to try and hold on and protect what we have and complete close oursleves off to something new. This most commonly shows up in the form of technolgy and […] The post Will a Regulation Breakdown Obliterate the Market? appeared first on .

Assumed expectations aren’t clear to anyone but you. This week Jason Cass stops to take a break from his Young Agent Series to recap the great action that has already happened with agents Jordan Greer, Erin Nutting, Rene Hernandez and Josh Lipstone. He also shares some insight on the Young Agents still to come to […] The post The Conversation You Didn’t Have With Your Employees (That They Hate You For) appeared first on .