Agency Intelligence
1,243 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 44 ratingsAI Podcast Network is your top insurance podcast network with many unique series that let you hear from both agency owners and industry influencers. Learn from real agents in real agencies, get the latest and greatest that thought leaders in the industry have to offer, and more!
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Episodes
Millionaire Insurance Producer: Clearly Defining Your Ideal Prospect
February 21, 2022 10:00 - 32 minutesMost insurance agents fail at selling insurance because they started on the wrong foot. They never achieved traction and so they failed. What I've found is that many agents lack traction because they don't know what they're selling or to whom they're selling. They are "generalists" and they achieve mediocrity every single day. If you want to become more successful at selling insurance, figure out who your ideal prospect is (with absolute clarity) and prospect with diligence. In this episode o...
Power Producers: LIVE at Keystone Emerging Leaders Conference
February 21, 2022 09:00 - 1 hourIn this episode of The Power Producers Podcast, David Carothers went to Vegas for the Keystone Emerging Leaders Conference, where he got a chance to jump on a podcast with a few of the best people in the industry, including Keynote Speaker, Alan Stein Jr., Shawn Eagan - Senior Vice President at Imperial PFS, Katherine Smith, Chief Customer Officer at Strate Insurance Group, Andy Phillips, Risk Manager, Motivational Speaker, Josh Gurley of HM advisors, Stephen Sedlak, President at Workcompolog...
Digital Insurance Pint: Who Will Win in a Digital World?
February 19, 2022 10:00 - 30 minutesIn this episode of the Digital Insurance Pint Podcast, Tom Reid, Steve Earle, Jeff Roy, and Adam Mitchell answer the question, "Who will win in a digital world?", meaning will brokers be able to take back market share from direct writers? Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast
Agency Freedom: E42: Scott Elliott On Driving Positive Change In Your City And Fellow Citizens
February 18, 2022 10:00 - 55 minutesIn this episode of Agency Freedom Podcast, James talks with Scott Elliott, former City Councilman of McKinney, Texas, and the Executive Director of One Heart McKinney. OHM is a non-profit organization designed to coordinate and direct traffic for a variety of services to the community. Learn more at https://www.oneheartmckinney.com/ Learn more about the Save A Suit organization, championed by Rob Bowen, Chris Paradiso, and others at: https://www.saveasuit.org/get-involved/ --- Visit our w...
Power Producers: The Ring Sessions Volume 6
February 18, 2022 09:00 - 28 minutesIn this episode of The Power Producers Podcast, David Carothers, Todd Thams, Founder of Mod Adviser, Direct Work Comp and President of Thams Agency, and Kevin Ring of the Institute of WorkComp Professional talk all about learning to read and understand mod worksheets. Episode Highlights: Kevin explains that it's very easy to give a bad rap to mod worksheets because we don't understand them. (2:15) Todd shares the first thing he would be check in a mod worksheet. (4:51) Kevin shares the mo...
The MVP Podcast: Joe Kampert; Building YOUR House of Dreams
February 16, 2022 10:00 - 1 hourIn this episode of The MVP Podcast, Mitch Gibson interviews Joe Kampert, Agency Owner of Redwood Insurance Group in Austin, Texas to discuss what being a young agency owner is all about. Joe has built an agency around his passion for helping others. Throughout the show, Joe drops A LOT of helpful tips that will help you establish your foundation in this great industry. Episode Highlights: Joe shares some takeaways that helped him prepare for what he is doing for his agency today. (3:59) Jo...
Power Women In Insurance: Productivity and Time Management Hacks That Help You Be Present in 2022
February 16, 2022 10:00 - 31 minutesIn this episode of Power Women In Insurance, Teresa Kitchens gives 5 tips for better productivity and time management because her main goal in 2022 is to be more present for those around her. Episode Highlights: Teresa discusses the juggling act of being a woman and mother in business. (1:15) Teresa shares that to be productive, you have to know your time management. (3:20) Teresa shares the first tool to be used for productivity, which is Calendly. (4:25) Teresa explains the benefits of...
Sydney Roe: Taking Down The Goliath Mindset
February 15, 2022 10:00 - 1 hourMany people wanted to know, so it seemed only fitting that we invite Sydney Roe onto Agents Influence podcast and find out why she left B Atomic to join #thebigorange. It shocked many people, but after you listen to this podcast you will see this is nothing but good for her and great for our industry with a big win for Vertafore!
Power Producers: Bonds in a Zip with Zach Mefferd
February 14, 2022 09:00 - 1 hourIn this episode of The Power Producers Podcast, David Carothers and guest host Ryan Mathisen of GloveBox, interview Zach Mefferd, Co-Founder at ZipBonds. Zach explains the importance of giving your clients access to a bonding capacity and how ZipBonds is working to help agents provide that access in a simple and intuitive way. Episode Highlights: Zack discusses different sports events with David and Ryan. (3:47) Zack shares his background story about what made him decide to pursue this pa...
Sunday Special: Get Savvy with Jason Cass
February 13, 2022 10:00 - 41 minutesIn this episode, Troy & Monica chat with Jason Cass about their new VA Companies and how they are bringing new alternatives to the insurance industry. Also, they share a few nuggets on how to improve your operations and succeed by implementing automation, technology, and training.
Digital Insurance Pint: Broker Acquisitions in the Pandemic
February 12, 2022 10:00 - 30 minutesIn this episode of the Digital Insurance Pint Podcast, Tom Reid, Steve Earle, Jeff Roy, and Adam Mitchell share their take on the current state of the broker channel, and more specifically where acquisitions are headed in the context of the pandemic. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast
Agency Freedom: E41: Five Distractions You Have To Move Past (Solo Episode)
February 11, 2022 10:00 - 42 minutesIn this solo episode of Agency Freedom Podcast, James talks about five distractions that have to be identified and overcome in your agency. --- Visit our website to join our email list, sign up to be a potential guest on the show and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at [email protected] with ideas, questions, complaints or your fa...
Power Producers: The Ring Sessions Volume 5
February 11, 2022 09:00 - 33 minutesIn this episode of The Power Producers Podcast, David Carothers together with Todd Thams, the Founder of Mod Adviser, Direct Work Comp and President of Thams Agency, and Kevin Ring of Institute of WorkComp Professional, discuss audits and certificates of insurance. Episode Highlights: Todd shares his background and experience in the audit industry. (5:22) Kevin tells us that there is a tremendous amount of low-hanging fruit on the premium audit nowadays. (9:14) Kevin shares the importanc...
Power Women In Insurance: Jumping Into Commercial Insurance And Swimming In New Waters - With Ciara Gravier
February 09, 2022 10:00 - 51 minutesIn this episode of Power Women In Insurance, Teresa Kitchens sits down with Ciara Gravier Founder & CEO of The Bunker Insurance & Risk Management. Teresa and Ciara discuss commercial insurance, how being a woman is challenging, and how to niche down. Episode Highlights: Ciara shares her background story and how she got to where she is today. (1:15) Ciara explains how her business has been affected by COVID. (3:54) Ciara shares what they learned from their experiences during COVID. (9:01) ...
QuoteWizard: Who Are They?
February 08, 2022 10:00 - 36 minutesIn this episode of Agents Influence podcast, host Jason Cass interviews Jeff Hogue, Director of Insurance, Agent Sales at QuoteWizard. Jeff tells us what QuoteWizard is all about and how they are helping agents capture the growing market of online insurance shoppers. Episode Highlights: Jeff shares that he is an iPhone user and that the last app that he downloaded was a sports application. (10:57) Jeff mentions that he loves to win. (12:30) Jeff talks about his family and where he gets h...
Power Producers: A Masterclass in High-Quality Video Production with Howie Zales
February 07, 2022 09:00 - 50 minutesLong over due, one of the best podcasts in this great industry is Power Producers Podcast. A brainchild of David Carothers, this podcast is changing agencies. In this podcast he lays out all the secrets that he uses and teaches to write large commercial and how to run an agency while writing those accounts. We are hyped to now have Power Producers Podcast on The Agency Intelligence Podcast Network! In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck inter...
Digital Insurance Pint: The New Normal
February 05, 2022 10:00 - 30 minutesIn this episode of the Digital Insurance Pint Podcast, Tom Reid, Steve Earle, Jeff Roy, and Adam Mitchell discuss what is the new normal of being an insurance broker in the digital age, what it will take to win market share going forward and most importantly, what they’re drinking. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast
Agency Freedom: E40: Grant Botma On Achieving Harmony In Your Work And Personal Life
February 04, 2022 10:00 - 1 hourIn this episode of Agency Freedom Podcast, James talks with Grant Botma, the Founder and CEO of Stewardship and the author of Work-Life Harmony, available now on Amazon. You can buy his book, and check out all of the useful links to the variety of resources from Grant here: https://www.liinks.co/grantbotma --- Visit our website to join our email list, sign up to be a potential guest on the show and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Fac...
Billy Van Jura, Insurtech Thoughts, And Why Aggregators
February 04, 2022 10:00 - 45 minutesIn this episode of Agents Influence podcast, host Jason Cass interviews Billy Van Jura, Owner of Birchyard. Billy shares his thoughts on how independent agents should understand their value when it comes to InsurTech and their customers and data. Episode Highlights: Billy tell us about his notes that are now available on Gumroad. (6:04) Billy explains that independent insurance agents are distributing a product for companies that don’t have another way to distribute them. (12:02) Billy t...
RHS 132 - The Power Brokers on the Future of Insurtech
February 03, 2022 10:00 - 1 hourThis is a special multi-guest episode of The Ryan Hanley Show with a "Who's Who" lineup of technology power players including Steve Anderson, CEO of Catalyit, Peter MacDonald, Co-Founder & CEO of Wunderite, and Andrew Wynn, Co-Founder & CEO of Ascend. We get after all things independent insurance agents and technology. You don't want to miss this episode... Episode Highlights: Peter explains how they came up with the idea of talking about the future of insurance technology. (7:44) Steve ex...
Tech Is Taking Over Every Industry, Just Not Ours
February 03, 2022 10:00 - 38 minutesIn this episode of Agents Influence podcast, host Jason Cass interviews Greg Head, Founder of Gregslist. Greg shares about his background in the software industry and gives us his insights on InsurTech and software disruption in the industry. Episode Highlights: Greg shares that he is an iPhone user and the last app he downloaded. (3:43) Greg tells us why he loves to win. (4:35) Greg says that he thinks that skill has been a bigger factor in his career. (5:16) Greg shares his background...
Power Women In Insurance: GloveBox Is Promoting The Agency Client Relationship with Nicole Mirich
February 02, 2022 10:00 - 29 minutesIn this episode of Power Women In Insurance, Teresa Kitchens sits down with Nicole Mirich to discuss how GloveBox is helping agencies and clients. Episode Highlights: Nicole tells us about GloveBox and why she decided to work there. (3:44) Nicole shares some challenges agents have in being able to embrace this technology. (6:28) Nicole tells us how GloveBox has been able to bond with the carrier side of the industry. (9:06) Nicole shares how GloveBox allows agencies to diversify their s...
InsurTech Aggregators, Are They Coming Soon?
February 02, 2022 10:00 - 49 minutesIn this episode of Agents Influence podcast, Jason Cass and Jeff Shi interview Matthew Sutika, Chief Insurance Officer at Obie. Matthew talks about how they have integrated their own technology to help companies be able to achieve their ideal results. Matthew also talks about some of the future projects they have lined up. Episode Highlights: Matthew tells us that he loves to win and loves the idea of winning more than he hates to lose. (4:48) Matthew explains why he thinks skill has been...
The Velocity Of Money Is Ushering In InsurTech 3.0
February 01, 2022 10:00 - 50 minutesIn this episode of Agents Influence podcast, Jason Cass and Jeff Shi interview Tim Metzner, Co-Founder and Chief Strategy Officer of Coterie. Tim talks about what Coterie does to help small agencies and startups provide great service at a reasonable investment cost. Episode Highlights: Tim starts the episode by sharing that he is an iPhone user. (3:21) Tim shares that he hates to lose more than he loves to win. (3:49) Tim tells us that luck has been a bigger factor in his life. (4:22) T...
The MVP Podcast: Ron Shroyer: Just Because You Have Tech, Doesn’t Mean You Don’t Have To Work Hard
January 31, 2022 10:00 - 1 hourIn this episode of The MVP Podcast, Mitch Gibson sits down with Ron Shroyer, Vice President of Sales at Aureus Analytics, to discuss the future of tech and why it is so important to find tech that works for you and your agency. Measuring your customer's happiness is a huge component of your retention. With Aureus Analytics' new product, Donna for agents can measure and collect all of this data for you, which in return allows you to sell your customer what they NEED. Episode Highlights: Ro...
Insurtech: Web 2.0 And Now Web 3.0
January 31, 2022 10:00 - 47 minutesAre you ready for Episode 1 of the InsurTech Series? This series will showcase all innovations aimed at extracting cost savings and efficiency from the existing insurance structure. In the first episode of the Agents Influence podcast InsurTech Series, host Jason Cass interviews Jeff Shi, Co-Founder of Quantum Assurance International and CEO of Quotehound. Jeff talks about what InsurTech is and what Web 1.0, Web 2.0, and Web 3.0 are and how they are connected to everything. Episode Highlig...
Millionaire Insurance Producer: Throwback: The 12X Millionaire Mindset
January 31, 2022 10:00 - 40 minutesIn this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht discusses the 12X Mindset, which results in one new client per month via Broker of Record Letter. Charles talks about the basic foundation of the 12X Mindset which is, 1) Stop offering quotes to non-clients; 2) Develop a Micro-Niche, 3) Target larger revenue-generating accounts, and 4) Target signed Broker of Record Letters. Episode Highlights: Charles explains the goal of this episode. (2:20) What...
Digital Insurance Pint: Consumers and Digital Adoption
January 29, 2022 10:00 - 22 minutesIn this episode of the Digital Insurance Pint Podcast, Tom Reid, Steve Earle, Jeff Roy, and Adam Mitchell discuss consumer behaviour, and how far along insurance consumers are in their digital adoption. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast
Agency Freedom: E39: Andrew Wynn On Ascending To A Place Of Payments Nirvana
January 28, 2022 10:00 - 51 minutesIn this episode of Agency Freedom Podcast, James talks with Andrew Wynn, Co-Founder of Ascend, a modern insurance payments platform. To schedule your live demo of the Ascend platform, visit https://www.useascend.com/agencyfreedom. When you sign up for Ascend and complete your first transaction, Ascend will send you a custom Yeti tumbler. Disclosure: James is a brand ambassador for Ascend and will receive a referral fee if you sign up using our affiliate link and complete a transaction on As...
Millionaire Insurance Producer: Throwback: How to Become a Million-Dollar Insurance Producer
January 27, 2022 10:00 - 36 minutesIn this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht gives the back story of his first ten years in the insurance industry as a producer. Charles explains why he stopped selling insurance and became a fee-based consultant to insurance buyers, how insurance buyers choose an agent, and how he eventually transitioned into teaching insurance producers how to win signed Broker of Record Letters. Episode Highlights: Charles mentions the three things that an...
RHS 131 - Billy Williams on How to Maximize Agency Growth in 2022
January 27, 2022 10:00 - 1 hourThis is a special Billy Williams episode on maximizing agency growth in 2022. In this episode of The Ryan Hanley Show, Ryan Hanley and Billy Williams dive deep into what holds agencies back from growing and what the major keys are to breaking free of stagnation and making growth real moving forward. This is an episode you don't want to miss... Episode Highlights: Billy mentions that in 2022, he hopes to make the podcast rounds to help people get back on track. (3:53) Billy recalls winning ...
Power Women In Insurance: The Power Of Humble Chaos and Extraordinary Agency Leadership - With Emily Gerber Poe
January 26, 2022 10:00 - 41 minutesIn this episode of Power Women In Insurance, Teresa Kitchens sits down with Emily Gerber Poe Owner of Gerber Insurance & Financial Services. They discuss how Emily took over the agency from her Father and how she has made it the powerhouse it is today. Episode Highlights: Emily shares her beginnings and how she got into the insurance industry. (1:31) Emily tells us about what has contributed to her becoming a great leader. (6:39) Emily shares the changes that she has made for the agency t...
Matching Automation To Process Is Now Matching Process To The Automation
January 25, 2022 10:00 - 41 minutesIn this episode of Agency Intelligence podcast, host Jason Cass interviews Austin Moorhead, Founder of Lava Automation. Austin discusses how his company helps new and existing agencies automate their system and build their processes in a CRM. Jason and Austin also talk about the benefits of having a VA in your Agency. Episode Highlights: Austin shares that he is an iPhone user. (5:08) Austin says he is a fighter so it means he loves to win. (6:03) Austin shares that hard work has been th...
Cease & Desist: The Fluff is Starting to Settle
January 23, 2022 10:00 - 1 hourToday we are bringing you a special episode from the Cease & Desist podcast, hosted by Ryan Mathisen, Andy Mathisen, and Shaun Mulhern from GloveBox with Jason Cass in the guest chair! Tune in to hear about what the future of the insurance holds, what Jason is investing in and what he plans for the future!
Digital Insurance Pint: Adapting to the Pandemic
January 22, 2022 10:00 - 30 minutesIn this episode of the Digital Insurance Pint Podcast, host Tom Reid, Jeff Roy, Adam Mitchell and Steve Earle talk about the COVID-19 pandemic, and specifically how their brokerages adapted to working from home. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast
Agency Freedom: E38 - Christian Moore On Getting The Real Good Stuff Out Of Your Agency
January 21, 2022 10:00 - 1 hourIn this episode of Agency Freedom Podcast, James talks with Christian Moore, founder of the Real Good Group in Lexington, Kentucky. --- Visit our website to join our email list, sign up to be a potential guest on the show and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at [email protected] with ideas, questions, complaints or your favorite...
RHS 130 - John Fohr on Making Compliance Sexy with TrustLayer
January 20, 2022 10:00 - 1 hourIn this episode of The Ryan Hanley Show, John Fohr, Co-Founder of TrustLayer, the digital platform helping agencies and business owners alike better track licensing, certificates, and insurance, joins the podcast for an EPIC conversation. This is one you don't want to miss... Episode Highlights: John sits down with Ryan and talks about when he started his business. (9:16) John shares how they started the accelerator broker tech ventures during the pandemic. (14:01) John shares more about...
Millionaire Insurance Producer: Excuses, Excuses, Excuses
January 20, 2022 10:00 - 30 minutesExcuses never made anyone any money. People who go bankrupt always have an excuse as to why. Salespeople who don't win an account always have an excuse for their failure. That goes for insurance producers as well. There are reasons and excuses for all failures. But insurance agents who hold onto excuses are the ones who live paycheck to paycheck. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you how to eliminate excuses, how to execute a plan,...
Power Women In Insurance: Starting From Scratch And Rising To The Top - An Agency Success Story With Linda Marie Fisher
January 19, 2022 10:00 - 46 minutesIn this episode of Power Women In Insurance, Linda Marie Fisher and Teresa Kitchens talk about how Linda went from commission-only sales for an agency to opening her own agency and running a rock star team. Episode Highlights: Linda shares her journey to becoming an insurance agent. (1:33) Linda thinks back to the moment when she was able to secure her first high-end client for her company. (5:29) Linda tells us what she gets out of attending conferences. (11:51) Linda explains that to m...
Be So Good At The Basics That You Are Considered Cutting Edge
January 18, 2022 10:00 - 1 hourIn this episode of Agents Influence podcast, host Jason Cass interviews Roger Sitkins, CEO, of Sitkins Group and Brent Kelly, President of Sitkins Group. Roger and Brent talk with Jason about their new book, Best Version Possible, which helps you explore what the best version possible looks like for you and your agency. Episode Highlights: Brent discusses the new book, Best Version Possible, that he and Roger wrote. (3:05) Roger explains that the idea behind the book is to show people that...
Age of Indiependence: Increase Your Influence Through the Power of Persuasion
January 17, 2022 10:00 - 53 minutesIn this episode of Age of Indiependence Podcast, host Katlyn Eggar is joined by Brian Ahearn, Author, Coach, and Chief Influence Officer at Influence People. Science tells us that the methods you use impact your ability to influence and persuade. In "Persuasive Selling for Relationship Driven Insurance Agents", Brian Ahearn shares how you can increase your impact in your agency. Episode Highlights: Brian tells us that he does set goals but he did not set a New Year's resolution. (6:23) Br...
The MVP Podcast: Tamron Manning: Becoming an Agency Owner at 27
January 17, 2022 10:00 - 57 minutesIn this episode of The MVP Podcast, Mitch Gibson sits down with Tamron Manning, Founder and Owner of Integrity Insurance Group in Lexington, Kentucky to discuss the highs and lows that he has experienced as a start-up agency owner in the last 3 months. Tamron opened up the doors at Integrity Insurance in October of 2021 and has hit the ground running. This guy is going places! Episode Highlights: Tamron shares some of the most difficult challenges he faced when he started his business at 27...
Digital Insurance Pint: Going Paperless
January 15, 2022 10:00 - 28 minutesIn this episode of the Digital Insurance Pint Podcast, Tom Reid goes over the pros and cons, challenges and opportunities of making insurance paperless, with digital brokers Steve Earle, Adam Mitchell, and Jeff Roy. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast
Agency Freedom: E37: Matan Slagter On Driving Evolution In The Home Warranty Game
January 14, 2022 10:00 - 1 hourIn this episode of Agency Freedom Podcast, James talks with Matan Slagter, the Co-Founder and CEO of Armadillo, an emerging player in the home warranty space. Armadillo is one part tech company and one part residential service company. They are making the legacy players very uncomfortable. Learn more about Armadillo and their partner program at https://www.armadillo.one --- Visit our website to join our email list, sign up to be a potential guest on the show and never miss an episode: http...
RHS 129 - Bradley Flowers 2.0
January 13, 2022 10:00 - 1 hourIn this episode of The Ryan Hanley Show, Ryan Hanley is joined by Bradley Flowers, entrepreneur-in-residence at Portal Insurance, for a tremendous conversation on what comes next for one of the most exciting and interesting young agencies in our industry. Don't miss this episode... Episode Highlights: Bradley talks about hiring someone to work on his various projects. (6:59) Bradley shares his definition of what a good salesperson and a good producer is. (14:14) Bradley tells us about his...
Millionaire Insurance Producer: The ABCs of the B.O.R.
January 13, 2022 10:00 - 31 minutesThere are a number of things you can do to increase the likelihood of winning new clients from signed Broker of Record Letters. Some are more difficult to accomplish initially and may require experience, but others are things you can start doing immediately to win more signatures. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will begin to itemize the ABCs of what you need to do to win more signed Broker of Record Letters from your prospects. Episode Hi...
Power Women In Insurance: Creating A Culture of Caring In The Insurance Industry With Kelly Mora
January 12, 2022 10:00 - 38 minutesIn this episode of Power Women In Insurance, Teresa Kitchens sits down with Kelly Mora, owner of Heritage Insurance Agency. They discuss how to create a culture of caring and how in Kelly’s agriculture-based agency, her team cares and builds community. Episode Highlights: Kelly mentions she comes from a hospitality background and considers herself to be more of a creative thinker than a technical thinker. (04:30) Kelly emphasizes that they want to have control over who they associate with...
Inside The Life Of An Insurance Agency With COO Ashley Napier
January 11, 2022 10:00 - 44 minutesIn this episode of Agency Intelligence podcast, host Jason Cass interviews Ashley Napier, 3000 Insurance Group’s Chief Operating Officer. Ashley discusses her path to becoming the COO of 3000 Insurance Group and how they are utilizing Virtual Assistants in their agency. Episode Highlights: Ashley mentions that she is an iPhone user. (2:43) Ashley says that she likes winning because it gives her a sense of accomplishment. (3:40) Ashley explains how grit, determination and blessings have l...
Digital Insurance Pint: Making a Digital Brokerage
January 08, 2022 10:00 - 25 minutesIn this episode of the Digital Insurance Pint Podcast, Tom Reid talks to digital brokers Adam Mitchell, Jeff Roy, and Steve Earle about their experiences transforming their brokerages from traditional shops to digital operations. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast
Agency Freedom: E36: Trace Meek On Fetching A Better Underwriting Experience
January 07, 2022 10:00 - 57 minutesIn this episode of Agency Freedom Podcast, James talks with Trace Meek, Founder of Fetch Underwriting and the Managing Editor of the Insurance Daily News digital publication. To learn more about Fetch Underwriting, visit their website at: https://www.fetchuw.com. To catch up on the current news and updates in the insurance industry, bookmark and visit https://insurancedailynews.com/. --- Visit our website to join our email list, sign up to be a potential guest on the show and never miss a...