Agency Intelligence

It's really hard to set new business appointments with your prospects if you can't communicate with them directly. (Go figure, right?) So, then, why in the world would you ... (or another agent you know?) ... keep prospecting in ways where you are forced to deal with gatekeepers and receptionists? That just doesn't make sense to me at all. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach the why and how of finding your prospect's "sweet spot" when it comes to communicating with them directly, in order to set more appointments.   Episode Highlights: Charles uses the analogy of hitting the sweet spot in baseball to explain the importance of finding the right platform and script to communicate with prospects. (2:36) Charles explains the importance of prospecting in a way that resonates with the prospect's preferences and needs, rather than solely relying on the salesperson's preferred methods. (6:08) Charles discusses the need for a multi-pronged approa

Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot this week to pull back the curtain on how Ellerbrock-Norris is growing and thriving. From client referrals to COIs to cold calling, learn how to develop proven processes and build strong relationships through their four primary lead-generation channels. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented. Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the

In this episode of Power Women In Insurance, Teresa Kitchens interviews Elisha Cavanaugh, President of Sound Pacific Insurance. Elisha and Teresa talks about the award she won with Safeco, her being on the front cover of Rough Notes and how she is balancing family and career. Key Topics: Elisha's unexpected award and the opportunity to feature on the cover of Rough Notes The challenges of self-promotion and the importance of community support in personal and professional growth Strategies for maintaining authenticity while navigating business pressures and family life The role of direct communication and relationship-building with insurance carriers Leadership lessons on fostering team accountability and the parallels between leading a team and parenting Practical tips for agency owners on engaging with carrier representatives and empowering their teams Connect with: Elisha Cavanaugh Teresa Kitchens Visit Websites: Sound Pacific Insurance Sterling Insurance Group Produced by: PodSquad.fm

Many insurance agency owners struggle with the financial side of their business - Am I paying too much in taxes? Are my finances in order? Am I making a profit? These questions can be daunting, especially for those who don't have a strong background in accounting and bookkeeping. In this episode, Erik Garcia (CFP®, BFA™, ChFC®) and Xavier Angel (CFP®, ChFC®, CLTC®) sit down with Jeremiah Bradley, an expert in providing bookkeeping and payroll services to insurance agencies and independent agents. Jeremiah shares insights on the benefits of having a dedicated bookkeeper, the impact of not having one, common myths about bookkeeping, and how to build trust with your financial professional. They also discuss some of the crazier tax write-offs Jeremiah has encountered working with his insurance clients. Episode Highlights: Jeremiah shares a lesson about saving money from his youth and its long-term impact. (06:33) Jeremiah explains his journey to specializing in bookkeeping for insurance agencies. (10:12) J

In this episode of Agency Intelligence podcast, host Jason Cass discusses his experiences and insights on utilizing artificial intelligence within the insurance industry, specifically through Gail, a tool developed by the company Lula.  Key Topics: The convenience and capabilities of Gail in automating responses and handling client interactions The integration of Gail with other systems like Agency Zoom for enhanced functionality Jason's observations on the efficiency and effectiveness of Gail compared to human operators Detailed examples of Gail managing client requests and inquiries The broader impact of AI on the insurance industry and predictions for future developments Reach out to: Jason Cass Visit Website: Gail IndieTech 2024 Agency Intelligence Produced by: PodSquad.fm

How would you like to win 6 new clients via signed Broker of Record Letter in less than 6 months ... with even the smaller of these clients being $12,000 in annual revenue? Would that be OK with you? I'm sure it would! In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht interviews [Insurance Producer Rockstar] Rocio Luna, who is also an active member of the 12X Commission Mastermind (www.12x.club) community. Among other things, Rocio explains how she is utilizing social media to get her Micro-Niched prospects (plumbers and concrete subcontractors) to reach out to her directly in order to solve their worker's compensation problems. Episode Highlights: Rocio discusses discovering Charles Specht and the 12X Commission Mastermind via a YouTube video on cold calling and prospecting. (2:46) Rocio shares her insurance background, beginning as a claims manager and eventually becoming a sales producer. (4:11) Rocio mentions that listening to Millionaire Insurance Producer

In this episode, James talks with Patrick Murakami, Owner of Uprise Unlimited Coaching and Consulting. To learn more about Uprise Unlimited Coaching and Consulting, visit https://upriseunlimited.net. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Patrick's family military background and its impact Overcoming personal challenges  Career transition from call centers to owning an insurance agency Utilizing social media and AI in business growth Patrick's approach to customer relationships and service Leveraging Facebook groups for community and business development Innovations in using ChatGPT for business efficiency and client engagement

Brett Young, CEO of Erb and Young, joins us to discuss building relationships. A relationship becomes valuable to a client for two primary reasons: trust and access. So how do you build relationships, build your value prop and ultimately build your book of business? Start by building trust and providing access. But then you run into a problem: scale. How do you deliver on trust and access while still being able to scale your business? Listen in. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Erb and Young: https://www.erbandyounginsurance.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/ Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/ Brett Young: https://www.linkedin.com/in/brettins/ This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced t

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Dawn Janes-Bartley, CEO of Maverick Risk Partners. Dawn and Teresa talk about acquisitions including the mistakes they have made and the ways they really excelled. Key Topics: Dawn's unexpected journey from child psychology into the insurance industry The evolution of roles within the agency post-acquisition Challenges of integrating new teams and processes after acquiring another agency The importance of adapting roles and expectations as an agency grows Strategies for managing team dynamics and operational changes during transitions Dawn's insights on personal resilience and strategic thinking while navigating business expansions Connect with: Dawn Janes-Bartley Teresa Kitchens Visit Websites: Maverick Risk Partners Sterling Insurance Group Produced by: PodSquad.fm

Unlock the secrets to agency success with an uncommon strategy: achieving more by doing less! In this episode, we delve into the core principles of effective leadership, revealing how letting go of non-essential tasks can propel your agency to new heights. Discover the power of strategic delegation and team empowerment so you can quit more to become a better, more effective leader.

Wouldn't it be great if we could get you a steady flow of business owners to reach out to you to schedule appointments, rather than you contacting business owners who don't know you, like you, or trust you yet? Of course, it would be! It would make everything easier: setting appointments, building rapport, getting more signed BORs, winning business, etc.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will not only tell you why you should contact associations about becoming their endorsed insurance provider, but he tells you exactly how to do it in such a way that the association leadership will even give you a copy of their active membership list. Episode Highlights: Charles discusses the significance of prospecting and appointment setting for insurance agents. (2:07) Charles explains how associations add value to their members and how insurance agents become endorsed agents for these organizations. (4:50) Charles mentions the advantages of association end

In this episode, James talks with Tyler Woodall, Founder of Agency Aid. To learn more about Agency Aid, visit https://agency-aid.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Tyler's entry and evolution in the insurance industry Transition to agency ownership and adoption of VAs during COVID Challenges of managing an insurance agency and solutions through VAs Development of a comprehensive training program for VAs Decision process and execution of selling his insurance agency Use of remote talent in the insurance industry Overview of Tyler's current business, Agency Aid, and its offerings

Cyrus Jaffery, Founder and CEO of Jaffery Insurance, grew up in the captive agency model before breaking out to start his own agency. Cyrus joins Elliot this week to talk about what he learned in that captive environment that's created his approach to growth today. They cover "daily non-negotiables" and how they should directly tie to the growth of your agency – and how to ensure your team is living up to your standing of these daily needs. They also cover hiring, training, creating an excellent service model and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Jaffery Insurance: https://jafferyinsurance.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a Cyrus Jaffery: https://www.linkedin.com/in/cyrus-jaffery-02840365 This episode is sponsored by LAUNCH. In th

In this episode of Power Women In Insurance, Teresa Kitchens interviews Andrea Vargas, CEO of TTC Leads. Andrea and Teresa talk about how partnering in life and business with Ryan Saridakis and then continuing to build that business after his passing has created the business of her dreams. Key Topics: Andrea's unconventional entry into the insurance industry through family connections and early influences The role of mentorship and the pivotal influence of Patrick Bet-David in her career orientation Development of a non-traditional career path, avoiding college and direct recruitment into the industry Transition from being heavily recruitment-focused to prioritizing substantive, service-oriented business in insurance Insights into personal growth, the impact of significant relationships on professional paths, and navigating business after the loss of a partner Strategies for fostering a positive and productive workplace culture The balance of personal well-being with professional responsibilities in l

This episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast! Co-Host Danny Lawrence sits down with Chris Senkbile, Founder of Ferro. Chris discusses how Insureds, brokers, insurers, and insurtechs are all driving change in the insurance industry, leveraging advanced technologies to enhance efficiency and customer experience. Success with technology is found in big data initiatives by companies like Verisk, AXA/AWS, and Salesforce/Informatica, which are optimizing data analytics, improving decision-making, and streamlining operations. Episode Highlights: Chris's background and transition into insurance technology Experiences and challenges with technology adoption in insurance agencies Discussing big data's role and who it serves in the insurance industry The impact of technology on the insurance broker's role and client interaction The potential of Salesforce and other technologies to transform agency management systems How insurance companies and brokers are adapting to technological advance

In this episode of Agency Intelligence podcast, host Jason Cass discusses the integration of Artificial Intelligence (AI) and Robotic Process Automation (RPA) in insurance agencies and how these technologies enhance productivity and efficiency, with real-life examples and practical applications that can transform agency workflows. Key Topics: Understanding the broad applications of AI in insurance agencies The distinction between licensed and unlicensed tasks in agency operations Implementing AI and RPA to enhance operational efficiency Case studies on the financial impact of AI integration in agencies Future predictions for AI and automation in the insurance industry Practical tips for agencies to adopt and adapt AI technologies Overview of upcoming IndieTech and resources for further learning about AI in insurance Reach out to: Jason Cass Visit Website: IndieTech 2024 Agency Intelligence Produced by: PodSquad.fm

We all want our kids to develop healthy money habits. We want them to grow to be financially independent humans. They need to develop the skills to face life's financial challenges while the consequences are not too costly. But where do we start? Can Taylor Swift help us in our efforts? Is there something to learn from Erik’s gardening hobby?  In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC address a common question they receive from their clients, “How do I teach my kid about money?” Listen in as Erik shares his top 3 money strategies for a parent to teach their kids while Xavier offers some practical action steps. May your kids and Erik’s avocado tree be resilient and fruitful. Episode Highlights: Erik discusses the importance of teaching children about the value of money through rewards and exchanges. (9:43) Erik encourages parents to model healthy financial behaviors and habits for their children, highlighting the importance of effectively a

Are you an insurance agent who has had moderate success selling insurance, but you just know you're not reaching your full capacity? Do you not have a strategic plan, or a step-by-step process to win new business, and you're merely quoting but not winning? That was the experience of Daniel Brookman, before joining 12X Commission Mastermind and implementing the training. Now, he's winning signed BOR's and building his Book of Business.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht interviews Daniel to find out what is working for him now, what is he saying, and why did that large manufacturing account sign his BOR during their first meeting! Learn more about the 12X Commission Mastermind at this link: 12x.club Episode Highlights: Charles explains that in order to be a successful insurance agent, it is crucial to ask for what you want and to be a hunter, rather than a gatherer. (2:02) Daniel shares that he is an experienced insurance agent from Ohio, special

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Emily Koleno, Clint Paskewitz & Bryan Graham of Associated Insurance Services, the agency featured on the June 2024 front cover of Rough Notes Magazine.  Key Topics: Clint reflects on the historical significance of Rough Notes Magazine as a mentor throughout his career Bryan shares his pride and excitement about the agency's national recognition Insight into the agency's growth, culture, and how their roles have evolved over the years Discussion on the challenges and triumphs of maintaining a niche focus within the insurance industry The team's strategic approach to community involvement and creating a workplace culture that fosters belonging and teamwork Reach out to: Emily Koleno Clint Paskewitz Bryan Graham Jason Cass Visit Website: Associated Insurance Services Rough Notes Magazine Episode Sponsors: The McGowan Companies – Insurance Products: This episode is broug

This is the final of three episodes recorded live in New Orleans at Accelerate presented by NetVu and Vertafore. In this episode, James talks with Syd Roe, Director, Agency Marketing at Vertafore. To learn more about Vertafore, visit https://www.vertafore.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Syd Roe's career journey from family insurance agency to Vertafore The creation and mission of AgencyOne at Vertafore Challenges and solutions for integrating various tech products in insurance The role of data and technology in the future of insurance agencies The importance of offering choice and independence in insurance technology How Vertafore’s Orange Partner Program