Agency Intelligence

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jeff Wingate, Executive Vice President & Head of Insurance at Rate Insurance, the agency featured on the December 2024 front cover of Rough Notes Magazine.  Key Topics: Jeff shares the impact of being featured on the Rough Notes cover. A fintech-driven approach using Salesforce for efficiency. Diversifying revenue through partnerships with loan officers and inspection companies. Using AI and data to enhance agent recommendations and client experiences. Targeting small commercial lines for growth in underserved areas. Strategic tech investments to handle rate challenges in key markets. Highlighting data’s future value as a key revenue source for agencies. Reach out to: Jeff Wingate Jason Cass Visit Website: Rate Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by The McGowan Companies. For more information about all their insurance product