Agency Intelligence

When you're building a book of business, you control your own destiny. If you hit a plateau, it's easy to blame the product or to blame the market, but often times, the problem is you. Today, Angus Nelson, Founder and Executive Coach at Evolve Leadership, joins the show to talk about creating lifetime value and taking control of your outcomes. He discusses innovation, mindset, seeking intentional coaching and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Evolve Leadership: https://www.evolveleadership.org/business LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Angus Nelson: https://www.linkedin.com/in/angusnelson/?originalSubdomain=pt 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,

If you have not yet CLEARLY DEFINED what your ideal client both is and is not then you're probably making only $0.50 on the $1 of what you could be earning. That's right. Not clearly defining your ideal client is costing you money -- a lot of money! You not only need to know what you will say "Yes!" to but also what you will say "No!" to in order to enjoy million-dollar success.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains how to define your ideal client, what types of things to say yes or no to, and why clearly defining your ideal client is the secret to being a successful Millionaire Insurance Producer. Key Topics: Risks of being a generalist insurance agent The concept and benefits of micro-niching Identifying the type of client you truly want The relationship between your ideal client and your lifestyle Strategies to determine and attract your ideal client The significance of saying no to certain clients or opportunities Practical steps to

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, CHFC®, BFA®, welcomes back his good friend John Hupalo from mycollegecorner to discuss college financing. This is part one of their conversation, where they tackle FAFSA season and share insights, tips, and a few laughs about the sometimes overwhelming process of financial aid applications. They also explore common misconceptions about financial aid and how to best prepare for the application process. Erik humorously suggests that having a therapist on speed dial might be a wise choice for families navigating these financial waters together! Join Erik and John as they explore the rising costs of college tuition and the various ways families can prepare financially. From the complexities of federal loans to the realities of saving for college, this episode is packed with valuable information—and a few light-hearted moments about the emotional rollercoaster that comes with planning for higher education. In part two of their conversation

In this episode of Agency Intelligence podcast, host Jason Cass interviews Joel Poythress, Chief Revenue Officer at Lightspeed Voice. Joel discusses innovations in communication technology, AI integration, and the future of productivity in the insurance industry. Key Topics: Joel’s 30-year telecom experience and role in Lightspeed Voice’s growth. Lightspeed Voice’s focus on in-house development and white-glove customer service. Nova AI’s capabilities: call summaries, sentiment analysis, and transcriptions. Lightspeed Solutions’ IT services complementing VoIP for a full tech stack. The future of AI-powered phone systems automating quotes and workflows. Enhancing work-life balance through productivity improvements and tech. Real-world AI applications transforming agency operations. Reach out to: Joel Poythress Jason Cass Visit Website:  Lightspeed Voice Agency Intelligence Produced by PodSquad.fm

How would you like to have a $2,500,000 Book of Business (commission)? Sure, we all would. Well, that's what my client--Guffy Wright--from The Mahoney Group was able to accomplish in less than five years after working with me for 1-on-1 coaching! If you're a P&C or EB producer struggling with Micro-Niche selection, differentiation, leveling-up, mindset issues, limiting beliefs, or not getting enough signed Broker of Record Letters from your prospects, then stay tuned.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht interviews his client, Guffy Wright, about exactly what to do or not do in order to grow your Book of Business to well over $1,000,000 or more annually. Key Topics: Guffy Wright's transition from a stagnant $700,000 to a $2.5 million commission in just a few years. The importance of targeting the right account size and client type for substantial growth. How a shift in mindset and approach can lead to significant progress in the insurance industry.

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

In this episode, James reflects on the podcast's purpose, shares personal insights, and invites listener feedback to shape its future in 2025.  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: Reflecting on the purpose and challenges of solo podcasting. Plans to pause in December to reassess direction and content for 2025. Insights on balancing time, money, and freedom in business and life. Delegating, using systems, and leveraging technology for sustainable growth. Honest discussion about mental health, self-care, and finding equilibrium. Gratitude for listener support and a call for feedback to guide the podcast’s future.

Are you a P&C or EB producer who is struggling to set enough new business appointments? Or, maybe you're just not able to close and win enough clients? Do you have too much pressure on you to succeed and you need to start delivering some positive results -- ASAP? If that at all describes where you're at right now then stay tuned because, in this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will tell, motivate, encourage, and give you the basic blueprint for what you need to do to win your next 100 clients and build your Book of Business to $1,000,000 or more. And, as a hint for what's to come ..... it all boils down to your "intent" and your "system" for prospecting.  Key Topics: Overcoming the pressure and challenge of client acquisition in insurance sales The concept of finding your ideal 100 clients for sustainable business growth Importance of intention and having a systematic approach in sales Strategies to identify and approach your target client segment The

In this episode of "The Stuff About Money They Didn't Teach You in School," host Erik Garcia welcomes Bradley Flowers, co-host of "The Insurance Guys Podcast" and owner of Portal Insurance. Bradley shares his unique perspective on improving both golf scores and financial health by focusing on making fewer bad decisions rather than striving for perfection. They discuss how this approach can lead to better outcomes in wealth-building and entrepreneurship. Bradley and Erik explore common financial mistakes and strategies to avoid them, drawing parallels between golf and financial decision-making. Bradley also shares insights from his entrepreneurial journey, emphasizing the importance of long-term success by minimizing errors.  Tune in to learn how a shift in mindset can enhance both your financial literacy and your golf game. Episode Highlights: Bradley shares his experience with VR golf and how it helps him practice managing mistakes. (02:07) Bradley’s story of playing with a PGA coach and the lessons on

Trent Tillman, President and Chief Revenue Officer of TrueNorth Insurance, joins us to share the extraordinary growth story of the agency, scaling from under $10 million to over $140 million in revenue. Listeners will gain insights into a leading agency's strategic vision for growth. The discussion also covers the company's expansion across multiple locations, its robust internship program, and its approach to retaining top talent in a competitive market. Additionally, Trent shares valuable lessons on balancing large-scale growth with community involvement, emphasizing organic growth and specialization as keys to sustained success. Tune in to learn about the transformative power of effective leadership and mentorship as we explore TrueNorth's remarkable journey from a startup to a success story and its ongoing commitment to fostering growth and excellence. To learn more about programs helping accelerate agencies growth, visit www.sitkins.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.

Micah Salas, Senior Vice President for Christensen Group Insurance, started inside of a large captive agency and moved into the independent world. He joins the show today to discuss the "business plan" you learn coming up in trenches vs. what independent agencies face. He dives into building your client profile and niche, finding the volume of prospects you need to succeed, avoiding paralysis by analysis, and creating quality opportunities. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Christensen Group Insurance: https://www.christensengroup.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Micah Salas: https://www.linkedin.com/in/micahsalas 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

Joe Vens, a distinguished risk advisor at First MainStreet Insurance, joins us once again to share his remarkable journey over success through strategic living. Through the lens of personal and professional growth, Joe reveals how the power of mentorship and being coachable has transformed his career and allowed him to stand out in the industry. His passion for developing a specialized niche in insurance showcases his strategic approach and commitment to excellence. Get inspired by Joe's insights into balancing family life, professional growth, and the pursuit of continual growth in all aspects of life. Highlights include: (06:22) - Personal and Professional Growth Through Mentorship (16:57) - Developing a Specialized Niche in Insurance (27:41) - Building Leadership Through Team Collaboration (36:46) - Achieving Success Through Mindful Living With valuable advice for producers, Joe emphasizes the need for strategic planning, effective communication, and achieving long-term success through mindful living. Th

In this episode, James discusses how RISKWELL became a top provider of real estate insurance nationwide. 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: Ideal number of niches for agencies (3-5) to balance focus and market stability. Criteria for choosing a niche: industry knowledge, sufficient prospects, and revenue potential. Key revenue drivers: building ownership, workforce, vehicles, tools/equipment, and liability needs. Importance of content creation and building credibility as a thought leader. Effective market entry strategies: live events, webinars, and partnerships. Challenges of serving real estate investors and the need for deep industry expertise. Emphasis on co

In this episode of Power Women In Insurance, Doris and Teresa talk about her life, her career at Vertafore, and how personal challenges have helped her to pass along her experiences to others. Key Topics: Doris shares her career journey from QQ Solutions to Vertafore Doris discusses the challenges and growth during Vertafore's acquisition of QQ Doris talks about completing her MBA while undergoing a health issue Doris highlights Vertafore’s tech solutions that simplify work for insurance agents Doris introduces her book, Overcoming Challenges Against All Odds Doris stresses the importance of networking and a positive mindset for growth Doris reflects on the support from her family, colleagues, and community Connect with: Doris Gonzalez Teresa Kitchens Visit Websites: Vertafore Book: Overcoming Challenges Against All Odds Sterling Insurance Group Produced by PodSquad.fm

Billie Jo Galle, the visionary Senior Vice President of Marketing and Insurance Operations at TRICOR Insurance, brings a wealth of experience and a fresh perspective to our latest episode of the Agent Leader podcast. Billie Jo shares her expertise on balancing technological advancement with human growth within the insurance industry. We discuss TRICOR's exciting journey from a family-owned business to a thriving private equity-backed agency, fueled by strategic partnerships and a dedication to modernization. Discover how their agency leverages data and technology to achieve marketing excellence, refine sales strategies, and enhance business analytics in an ever-changing industry landscape. If your agency wants to get great results like TRICOR, visit www.sitkins.com/bookacall

In this episode of Agency Intelligence podcast, host Jason Cass sits down with Ryan Hanley, CMO of Linqura to discuss the future of the insurance industry, focusing on how agents can thrive in shifting markets through innovation, strategic branding, and leveraging AI. Key Topics: Impact of content sharing and fact-checking on social media Censorship trends across political lines Lessons on personal branding from Curtis Goldberg’s creative content Importance of gradual improvement in content creation Imitation as a tool for success and cross-industry inspiration Market shifts toward rate reductions, urging focus on renewals Ryan’s ITC role, enhancing agent engagement and event inclusivity Reach out to: Ryan Hanley Jason Cass Visit Website: Linqura Agency Intelligence Produced by PodSquad.fm

In this episode of the "Stuff About Money" podcast, hosts Erik Garcia, CFP®, BFA™, ChFC®, and Xavier Angel, CFP®, ChFC®, CLTC, discuss investing with Kevin Caron, CFA, Senior Portfolio Manager for Washington Crossing Advisors. They explore the firm's investment philosophy, focusing on quality companies with a track record of consistent growth and profitability. Kevin explains their emphasis on businesses that are well-capitalized, with low debt and attractive valuations, ensuring a focus on durability and predictability.  The discussion also touches on the strengths and limitations of this investment approach, including when it performs well and potential times of underperformance. Kevin shares the metrics used to select these companies and provides insights into current economic events, such as the market's narrow leadership by the "magnificent seven" stocks and record U.S. equity valuations. Learn how a focus on quality can lead to a strong and resilient investment strategy. Episode Highlights: Kevin re

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Cyrus Jaffery, Founder & CEO of Jaffery Insurance, the agency featured on the November 2024 front cover of Rough Notes Magazine.  Key Topics: Cyrus shares the honor of being featured on Rough Notes and how his agency’s focus on personal lines sets it apart. Cyrus discusses his transition from State Farm to running an independent agency during COVID-19. Jaffery Insurance has grown to 27 employees, 100 contractors, and $10 million in revenue through organic growth. The importance of hiring key people to manage operations and support growth. Cyrus shares his journey as an immigrant from Afghanistan and how it shapes his leadership. Cyrus discusses the future of insurance, highlighting the need for tech adoption and balancing growth with retention. Reach out to: Cyrus Jaffery Jason Cass Visit Website: Jaffery Insurance Rough Notes Magazine Episode Sponsors: This episode

In this episode, James talks about breaking into commercial insurance, focusing on actionable steps and insights drawn from his own experience. 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: Breaking into commercial insurance offers far higher revenue potential than personal lines Choose a single niche to focus on and develop expertise in that industry Network with thought leaders and decision-makers to build credibility Use empathetic, client-focused communication instead of typical sales pitches Create SEO-optimized content targeted to your chosen industry niche Leverage industry partnerships to secure relevant carrier contracts Next week: James will cover how his agency