Agency Intelligence

Acquisitions have become a major part of growth in our industry, but without strong organic growth, agencies aren't able to thrive. Harrison Brooks, Partner at Reagan Consulting, joins us today to discuss organic growth. We dive into where you should be investing your dollars in marketing and sales, how to compete with the national players, where there are opportunities and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Reagan Consulting: https://www.reaganconsulting.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Harrison Brooks: https://www.linkedin.com/in/harrison-brooks-4a90aa17 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 diffic

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA™, ChFC®, welcomes Ian Saunders, Senior Research Analyst for Nasdaq Dorsey Wright. They explore the world of Relative Strength, also known as Momentum Investing. Ian draws a compelling analogy to March Madness, highlighting that top seeds have an 80% chance of winning their games, similar to how strong investments are identified.  Throughout the discussion, Ian explains what Relative Strength is and how it differs from other strategies. He shares insights into the metrics used for measurement, optimal time frames for assessment, and the process of identifying promising investments. They also explore the advantages and limitations of this strategy, its performance in various market conditions, and the impact of AI on analysis methods. Gain valuable insights into how Relative Strength can enhance your investment decisions. Episode Highlights: Ian shares about his experience with Dorsey Wright and the evolution of the firm, especia

Brent Kelly sits down with Max Olson of Legacy Advisors, an expert in agency valuation, to discuss the strategies that can significantly increase the value of your insurance agency. Whether you're preparing for a buyout or simply want to boost your agency's future, Max shares key insights on optimizing revenue, streamlining operations, and securing the best price for your agency. Tune in to learn the steps you can take today to enhance your agency's worth and position yourself for a profitable exit. Visit https://www.legacy-advisors.com/ to learn more about their services for insurance agencies Visit https://www.sitkins.com/bookacall to schedule your Best Version Possible assessment.

Do you struggle at scripting, branding, or sitting down to actually do the hard work of prospecting? Most producers struggle at something, and most of us struggle at many parts of the sales process. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht shares the five parts of his Permission Sales Framework and how selling insurance is like building a house. You have to lay the foundation, build the structure, paint the walls, do the final walk-through, and then get the keys. When you master these five parts of the Permission Sales Framework, you'll become a millionaire insurance producer. Key Topics: The challenge of selling insurance and winning clients in a competitive market. Common struggles faced by insurance producers in appointment setting, scripting, and branding. Introduction to the Permission Sales Framework: A five-part strategy for success. Laying the foundation: Pre-prospecting and preparing for client engagement. Building the structure: Effective pr

In this episode, the hosts interview Sean Antao, a partner at EY and leader of the Insurance Technology Consulting arm. They discuss various topics related to Guidewire implementations and broker connectivity. The conversation covers the dominance of Guidewire in the Canadian market, factors affecting the cost of implementations, and the challenges in creating broker connectivity. They also touch on the standardization of API connections, the role of system integrators like EY, and the importance of consistency in connectivity. Overall, the episode provides insights into the world of Guidewire and its impact on the insurance industry. In this conversation, the participants discuss various topics related to insurance technology, including the costs from the BMS, challenges for BMS vendors, the importance of consistency in APIs, implementing Guidewire Cloud, the impact of customizations, the importance of broker input, and the future of insurance technology. They also touch on AI and its potential for straight

In this episode, James talks with Richard Sweet, Owner of Vantage Point Risk Partners. To learn more about Vantage Point Risk Partners, visit https://www.vantagepointrisk.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: Richard's journey from engineering to owning an insurance agency Challenges of operating within the captive insurance model and the shift to independence The growth and scaling of Richard's insurance agency Importance of selecting the right team members and leveraging individual strengths Richard's approach to business management within the insurance industry

Growing an insurance agency can be done hundreds of different ways. The tools you use to enable your sales team can expedite that growth – if it's the right tool, if it's adopted correctly, and if it's serving a true purpose. Caleb Cramer joins GPP today to talk through sales enablement. It's not about which tools you use – it's about solving a problem or creating efficiency with the tool, no matter which tool it is. And... (drumroll)... Caleb is joining us at LAUNCH to help independent agents everywhere effectively share their value proposition with clients and prospects. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Indium: https://goindium.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Caleb Cramer: https://www.linkedin.com/in/caleb-cramer This episode is sponsored by LAUNCH. In the world of insurance, independent agencies

Do you have a defined and well-structured sales process that helps you win new business? No, I'm not talking about a few lucky points here and there. I'm talking about a "proven by long-term results" A-Z Sales Framework that covers everything from start to finish, from the type of account you're first going to prospect to the end goal of collecting the deposit check. That's what host Charles Specht will teach us all about today.  On today's throwback podcast episode, we'll learn the secrets behind his "12X Sales Framework" that empowers insurance agents to build a $1,000,000 or more Book of Business of happy, loyal, and satisfied clients. Episode Highlights: Charles mentions his framework’s main key areas for selling, servicing, and renewing clients: pre-prospecting, prospecting, first appointment/meeting, strategic report, and proposal/presentation. (4:04) Charles explains that pre-prospecting is the crucial foundation work done before making cold calls, setting appointments, and meeting with potential

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Chris Peterie, CEO of Tower Street Insurance, the agency featured on the September 2024 front cover of Rough Notes Magazine.  Key Topics: Chris shares the excitement of being featured on the Rough Notes magazine front cover, acknowledging his team's hard work. Emphasis on building a positive workplace culture by hiring the right people and focusing on "The Ideal Team Player" principles. Importance of investing in employees through regular meetings, education, and personal development. Prioritizing strong client and carrier relationships to deliver high-quality service and ensure client satisfaction. Leveraging technology to enhance client interactions and streamline agency operations. Reflection on leadership, the value of continuous learning, and how it influences agency success. Discussion on how Chris’s approach serves as a model for excellence within the industry. Reach out

In this episode, Adam Hare, CEO of Petley-Hare Limited, shares his journey in the insurance industry and the rebranding process his company went through. The conversation covers topics such as the impact of branding, the cancellation of carrier contracts, and the process of rebranding a brokerage. Adam emphasizes the importance of staying true to your brand and making tough decisions when necessary. Adam discusses his journey of starting an agency, creating a meaningful brand, and the lessons he has learned as an entrepreneur. He shares his accomplishments, mistakes, and the importance of reinvesting in your business. Adam also emphasizes the need for collaboration in the industry and the desire to change the perception of the insurance industry.

In this episode, James talks with Andy Neary, Founder of Complete Game Consulting. To learn more about Complete Game Consulting, visit https://andyneary.com/complete-game-consulting. 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: Andy's transition from professional baseball to the insurance industry The impact of moving to Colorado on Andy's career and personal brand development Strategies for building credibility in the insurance industry The role of content and public speaking in establishing thought leadership Overcoming personal challenges and fears to succeed professionally Innovations and trends in the insurance industry post-COVID The importance of addressing real pr

You know, if a producer doesn't get to $100,000 of commission in a reasonable amount of time, they often either get fired or they find a new job outside of insurance. So, we not only need to help them get to $100,000 of commission but I think -- more importantly -- we need to get them to a $250,000 commission Book of Business as soon as humanly possible. Why? Because, once a producer gets to $250,000 in annual gross commission, they are usually not going to get fired, they're in the insurance business for life, and they're typically making six-figures in annual take home pay themselves. Therefore, that's why I am launching the PERMISSION PRODUCER SCHOOL, which is a 3-week intensive new producer sales training school to help new producers write $250,000 of commission in 1.5-2 years. (Go to www.permissiongroup.com to learn more) Key Topics: The importance of hitting the $100,000 gross commission milestone for job security. The challenge of transitioning from learning to producing quickly in the insurance in

What is your agency's talent and growth strategy? In this episode, Brent Kelly gets into how under-utilizing your agency's technology and talent is Good Results Trap #7. Investing in your people and technology is crucial for your agency staying competitive and efficient, with a direct link between employee development and organizational success. It's time for you as a leader to view technology not just as an expense, but as an essential investment in your future. Get ready to start your agency's continuous commitment to learning and adaptation with this episode of The Agent Leader. To learn more about how your agency can reach its Best Version Possible, book a call with one of our coaches at https://www.sitkins.com/bookacall

In this episode of the "Stuff About Money" podcast, host Erik Garcia CFP®, BFA™, ChFC®, is joined by long-time friend of the show, Dr. Matt Morris. Together, they tackle the question: "Should I adjust my portfolio?" as they navigate the emotions of investing in a volatile market. Erik provides insights into current market noise, discussing factors like employment rates, Japan's rate changes, the federal reserve, and media influence on investor sentiment. Dr. Matt and Erik discuss strategies for managing emotions and making informed decisions amid uncertainty. The conversation explores stories from the trenches and examines destructive and disruptive behaviors impacting wealth building. Erik and Dr. Matt emphasize the importance of attaching purpose to your investments. By managing emotions with objective facts and educating oneself on market performance, investors can maintain perspective and avoid fear-based decisions. Tune in to gain valuable insights and learn how to keep your investment strategy on track

In this episode of Agency Intelligence podcast, host Jason Cass interviews Reid Holzworth, CEO of Ivans Insurance Solutions. Key Topics: The significant impact of AI on insurance practices, especially in risk assessment Insights on the importance of cultural integration and team dynamics post-acquisition Broad potential and future applications of AI within the insurance industry Advancements and future vision of Ivans under Reid's leadership Seamless integration of technology in improving business efficiencies and client relationships Reach out to: Reid Holzworth Jason Cass Visit Website: Ivans Insurance Solutions Agency Intelligence Produced by: PodSquad.fm

Definitely, getting the signed Broker of Record is the better approach to winning new clients. But there are times when the BOR is not an option and so the only way to win that client is by quoting. No worries, because in this episode of the Millionaire Insurance Producer podcast, host Charles Specht is going to explain to you the three things YOU NEED TO GET from the insured before quoting, and then what to include in your final Proposal in order to strengthen your position to win that new client.  Moreover, at the end of the episode, Charles will explain how to hire him to do a virtual sales motivation summit for your agency, or bring him in for a live, in-person sales training with your producers. Episode Highlights: Charles explains that quoting for insurance policies is a weak move because incumbents have a 92% chance of retaining the business, so agents need to position themselves strategically and not rely solely on quotes. (3:18) Charles discusses three key factors that are crucial in the insuran

Greg Purdy, CEO of Rival, joins the DIPP crew to discuss his background in insurance and software, his decision to join Rival, and the company’s focus on changing the broker automation process. Rival’s unique competitive advantage lies in its active engine that uses AI to optimize workflows and provide a more intuitive user experience. The company’s RPM platform and marketplace aim to connect data exchange and offer third-party products seamlessly. Rival is also focused on making the transition to their platform easier for brokers and plans to use AI to transform broker workflows and provide more efficient processes.

In this episode, James talks with Cameron Pechia, Partner at All Lines Associates. To learn more about All Lines Associates visit https://alllinesinsure.com/. To learn more about Valley Trucking Insurance visit https://www.valleytruckinginsurance.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: Cameron's personal motivations, including his family and involvement in community sports Challenges and opportunities faced in the early stages of Cameron’s insurance career Evolution into specializing in trucking and transportation insurance The complexities and unique requirements of insurance in specialized sectors like trucking Strategies for proper client engagement and risk a

What's your story as an agency? In the insurance and risk advisory world, many stories are the same – come to us for a free quote. That's not a story. Andy Bassett, CEO of Ellerbrock-Norris, joins the show to talk about his firm's story, and how their "Protect Your Purpose" tagline has resonated since they've rolled it out over a year ago. Whether it's appealing to clients or recruiting for you team – it starts with that brand story. Learn how to tap into what makes you unique by listening in. 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 Andy Bassett: https://www.linkedin.com/in/andy-bassett-cpcu-cic-7711853 This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Tinsley English, Senior Vice President at Marsh McLennan Agency, and Author of Grit, Growth, and Gumption for Women. Tinsley and Teresa talk about strategies for building tenacity and how to push forward with amazing leadership initiatives. Key Topics: Transition from an international business major to an insurance professional Importance of job satisfaction and creating your own career path The significance of vulnerability and authenticity in leadership The role of women in the insurance industry and breaking into leadership roles Writing Grit, Growth, and Gumption for Women as a guide for emerging leaders Balancing career demands with self-care and personal growth Connect with: Tinsley English Teresa Kitchens Visit Websites: Grit, Growth, and Gumption for Women: Three Keys to Lead Yourself and others with Confidence Marsh McLennan Agency Sterling Insurance Group Produced by: PodSquad.fm