Agency Intelligence

During this episode of AI your host Jason Cass talks about where he’s been, what he’s been doing and his plans for the podcast going forward. Show Notes: There have been a lot of changes going on in Jason Cass’s life. He bought an agency and the process was longer than expected. Purchased the agency through an SBA loan. The process has been longer than expected. You go through five layers of underwriting, you have to be pretty clean. Had his agency that went out about a year. Not a big fan of business plans that go out past a year. A business plan only matters until you get punched in the face. Went to the IAOA – Insurance Agency Owners Alliance Run by Dave Jackson and Nicholas Ayers. This is about real change by listening to people who do what you do every day. In January go to IAOA, then Elevate in June, and AI Lab IAOA was a very positive thing for his business. He and his peers sat around as business owners and critiqued each other’s businesses. We use criticism in a negative light and it do