Agency Intelligence

What's the best way to skyrocket your agency's revenue using proven principles? Discover how the power of the 80/20 rule can transform your business model, streamline your operations, and significantly boost your profitability. In this episode of The Agent Leader, Brent Kelly dives into maximizing agency revenue through strategic client and carrier management, with a focus on high-value relationships. Whether you're looking to refine your agency's focus, enhance client satisfaction, or simply increase your bottom line, gain valuable insights and actionable strategies that can help you achieve your goals with our Good Results Traps. Listen in now to start applying these transformative principles to your agency's operations and watch your profitability soar. To learn more about getting your free Agency Assessment, visit https://www.sitkins.com/bookacall

In this conversation, the DIPP crew are joined by Tracy Riley, Chief Insurance and Technology Officer at Wawanesa Insurance. They discuss the importance of real-time connectivity, Wawanesa’s API sharing initiative, the significance of mutuality in the company, and the decision to opt out of aggregators. Tracy also shares insights into the responsible use of AI in underwriting and the disbanding of the Digital Broker Council. Overall, the conversation highlights Wawanesa’s commitment to improving the customer experience and supporting brokers in the insurance industry. Finally, Tracy discusses the role of APIs in connectivity and ecosystems, future technology investments, and supporting the broker channel.

In this episode, James talks with Stephen Turnbull, President of T5 Insurance Services, and Shawn Fitzgerald, Owner of Sound Harbor Insurance. To learn more about T5 Insurance Services, and Sound Harbor Insurance, visit https://www.t5insurance.com https://www.soundharborinsurance.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: Shawn's transition from college to the military, and eventually into the insurance industry The significance of networking in finding opportunities and building a career The impact of the COVID-19 pandemic on business strategies and client interactions Stephen's background in a family-run insurance agency and his decision to start his own agency Stra

Insurance sales for years was based on carrier availability and exclusivity. Today, it's much more nuanced – and providing value is the path to winning new business. Which brings us to the BOR – or Broker of Record. Nick Aube, Founder at Producer Systems, joins the show to discuss developing a BOR sales strategy – or a sales strategy based on educating clients, providing value to those clients, and getting out of the quote-and-pray model. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Producer Systems: https://www.producer.systems 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 Nick Aube: https://www.linkedin.com/in/nick-aube This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocki

Is your agency truly aligned in beliefs and behaviors? In this episode of The Agent Leader, Brent Kelly uncovers Trap #5—having little to no culture of accountability within your insurance agency. Discover how cultivating a strong Culture of Accountability can not only elevate your team's performance but also attract top-tier talent to your agency. Dive deep into the vital connection between Strategy and Accountability, and understand why even the most robust strategies will falter without a solid foundation of accountability. Ready to elevate your agency to its Best Version Possible? Start your journey today at www.sitkins.com.

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA™, ChFC®, sits down with Ryan Hanley, a consultant to an AI marketing company, successful podcaster, and executive coach. Ryan's podcast, "The Ryan Hanley Show," is a top 20 business podcast on Apple and ranks in the top 145 of all Apple podcasts. They discuss the key points from a recent keynote Ryan delivered, focusing on the importance of using mental frameworks to make better financial decisions. Ryan shares how these frameworks help us navigate our inherent biases and beliefs, leading to more sound financial choices. Erik and Ryan cover several valuable concepts, including the Pareto Principle, the metaphor of buffalo running towards a storm, and their shared views on goal setting. They emphasize that goals are not about winning once, but about winning repeatedly and staying in the game. Long-term financial success is achieved through a series of small, wise decisions that compound over time, which is why having frameworks to

You may or may not be an agent looking to shift your career away from slinging policies and throwing mud against the walls to see what sticks. And, I get that. Or, you may not be an agency owner looking to add "Consulting" to your list of services provided. And, again, I get that. But .... it might just be the absolute PERFECT CHOICE for you going forward, and that's what this episode is also about.  In this throwback episode, Host Charles Specht explains and breaks down the two primary business models you can choose from, to help you earn $100k - $350k annually. And, Charles begins to unpack "Phase 2" which will be released later in Q4 of this year that will be specific to insurance agencies who want to take over the policies (via BOR) of mine and the other consultant's client's policies. Get ready, because we're getting ready to disrupt the entire insurance industry! Episode Highlights: Charles mentions that his first approach to prospecting as an independent consultant in the insurance industry is to of

In this episode, Emma Roloff, co-founder of Roloff Consulting, joins the podcast to discuss digital literacy and the challenges and opportunities in the insurance industry. Emma emphasizes the importance of understanding key technologies such as AI, cloud computing, and IoT. She also highlights the need for CEOs to focus on people and process when undergoing digital transformation. Emma shares insights on selling and buying differently, with a focus on education-focused sales and the shift towards online research and self-education by buyers. Overall, Emma emphasizes the importance of a holistic approach to technology adoption and the need for vendors to prioritize customer success. The conversation explores the impact of short-form video on search and trust and the importance of showing up where buyers are. Ultimately, the conversation emphasizes the significance of people and relationships in the insurance industry.

In this episode, James talks with Jackson Fregeau, CEO of Quandri. To learn more about Quandri, visit https://www.quandri.io. 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: Jackson's background and the founding story of Quandri The disruptive potential of generative AI in various industries Challenges of integrating AI into traditional business models The role of data in enhancing business operations The importance of balancing work and personal life as an entrepreneur How Quandri leverages RPA and OCR technology for agency automation Future opportunities and trends in AI and automation for businesses

This episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast! Co-Host Danny Lawrence sits down with Nick Aube, founder of Producer Systems. Nick shares his insights and experiences in the commercial insurance space. Discussing the importance of technology in improving client experiences, streamlining sales processes, and using broker-of-record (BOR) agreements effectively. Emphasizing the need for agencies to adopt modern technology and strategies to enhance efficiency and client satisfaction. Episode Highlights: Understanding the Broker of Record (BOR) and its impact on the insurance industry The role of technology in enhancing client experiences during the quoting process Importance of creating efficient sales processes through technological integration Challenges and solutions in adopting new technologies in the insurance sector Strategies for improving client satisfaction and engagement Future trends in technology adoption within the insurance industry The relationship between client nee

How can you turn part-time clients into full-time profits for your insurance agency? Brent Kelly shares the strategies that can transform your business model, boost your profitability, and secure your agency's future in this episode which continues our Good Results series with Trap #4 Part-Time Clients. Understand the critical importance of transitioning part-time clients to full-time status for your agency's sustainability. We'll explore strategic client engagement techniques that not only improve client satisfaction and loyalty but also enhance your agency's profitability and market competitiveness. To learn more about our programs for growth-minded agencies, visit www.sitkins.com or schedule your free agency assessment at www.sitkins.com/bookacall

I know, I know. This is a different kind of episode than you're used to. But, it just might be one that changes your life for the better!  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will begin teaching you about how to exit the "rat race" of selling insurance policies and -- instead -- become a wholly independent, fee-based insurance consultant where you will likely make between $100,000 - $350,000 in personal "take home" income every single year. I've created an exclusive group with assigned territories and this is available for both P&C agents as well as EB agents. If you're interested in that, keep listening. If you're VERY INTERESTED in it and want to learn more, send me an email by first visiting my website at: www.constructiverisk.com Episode Highlights: Charles shares that he is making a pivot in his business by creating a network of insurance consultants who are hired by insurance buyers to provide unbiased advice for a flat fee. (2:41) Charles di

In this episode, host Tom Reid and his colleagues Steve Earle, Adam Mitchell, and Jeff Roy are joined by Carey Wallace, founder of Agency Focus. The episode focuses on key performance indicators (KPIs), metric tracking, the impact of compensation structure, and the efficiency of Canadian brokerages. Carey shares insights from her experience as a fractional CFO and consultant for independent insurance agents, highlighting the importance of growth, profitability, and customer retention in agency performance. The conversation covers various topics related to the insurance industry, including data entry and technology, specialization, differences between personal lines and commercial lines, revenue metrics and contingencies, growth and profitability in 2023, inflation and premiums, challenges with contingencies and carrier relationships, leading and lagging indicators, and the importance of knowing your numbers.

In this episode, James talks with Ty Harris, Co-Founder and CEO of Openly. To learn more about Openly, visit https://www.openly.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: Overview of Openly's growth from startup to major player in the insurance industry Expansion into new states and increase in agency partnerships Adapting business strategies to deal with rising industry costs and catastrophic events The role of technology in managing and scaling insurance operations Effective leadership and maintaining company culture in a fully remote environment Navigating through the complexities of the insurance market during economic downturns Strategic decisions in response

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Nancy Mendizabal and David Brush, Agency Principals of Apple Valley Insurance the agency featured on the August 2024 front cover of Rough Notes Magazine.  Key Topics: Impact of a past feature article in Rough Notes 20 years ago Detailed strategies for recruitment emphasizing cultural fit and employee satisfaction Discussion on the critical role of happiness and culture alignment in hiring processes Overview of leadership role evolution and its influence on agency operations Techniques for maintaining a positive and productive agency culture Future goals for the agency and the strategic initiatives planned to achieve them Reach out to: Nancy Mendizabal David Brush Jason Cass Visit Website: Apple Valley Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by The McGowan Companies. For more information about all their insurance products, visi

I have a confession to make: I firmly believe insurance agents are prospecting all wrong. And, it is not only costing them thousands of dollars every year in new business commission, but they are losing literal weeks (months?) of their lives in the process. But, I also have some good news as well. The good news is that you can be happier as a producer, more successful, get more hours of your life back, and win more frequently. It all boils down to prospecting the low-hanging fruit. In this episode, I (Charles Specht) will tell you what the low-hanging fruit is and also how you can win it! Key Topics: Introduction of "low-hanging fruit" in insurance sales Analogy of picking ripe figs to explain targeting easy opportunities Importance of using the Broker of Record (BOR) letter in acquiring new clients Techniques for identifying and capitalizing on straightforward sales opportunities Discussion on the mindset needed for low-effort, high-return sales approaches Insights into streamlining the sales process

In this episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast! Co-Host Danny Lawrence sits down with Nick Vitali, Co-Owner & Vice President at All About Insurance. Nick discusses how they overcame the challenges of manual, error-prone sales reporting by implementing Agency Zoom. This solution provided real-time reporting and sales tracking, perfectly aligning with the agency's culture of celebrating wins and achieving sales goals. Episode Highlights: Transition from captive to independent agency technology Challenges of integrating new technologies that don't mesh well The shift from Agency Matrix to AMS 360 and the initial loss of crucial KPIs and sales reporting Adoption of Agency Zoom for enhanced, real-time sales reporting and cultural engagement The importance of professional onboarding and training for new technology Agency Zoom's role in improving customer interactions and automating communication The broader impact of technology on enhancing business processes and staff involvement

What percentage of your time is spent in sales-related activities? In this episode, Brent Kelly continues the Good Results Traps with Trap #3 - Having Part-Time Producers. Learn the culture and skills needed to turn your sales team into full-time producers and watch your revenues grow. If you're ready to learn more about our programs for growth-minded agencies, visit www.sitkins.com/bookacall There's more Good Results traps ahead, don't let your agency fall into one!

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA, ChFC®, welcomes Carey Wallace, a Fractional CFO for independent insurance agency owners. They explore the crucial role of a Household CFO and discuss how the financial strategies Carey uses in her professional life can be adapted for managing household finances. Carey shares her expertise on topics such as the power of compound interest, the differences between business and personal financial management, and the emotional aspects of personal finance. Join Erik and Carey as they offer practical advice and strategies to improve your financial literacy and stability, whether you're a business owner or simply looking to better manage your household budget. This episode is packed with valuable insights to help you create effective financial plans, balance your budget, and make informed decisions to secure your financial future. Don’t miss this opportunity to learn from Carey's wealth of experience and knowledge. Episode Highlights:

What if you could win 12-15 signed Broker of Record Letters from your prospects in the next six months? How profitable would that be for you? Well, that's what one of my "12X Commission Mastermind" members accomplished for his agency in just the first six months of 2023, and since becoming a Mastermind member now only a total of seven (7) months ago.  In this throwback episode of the Millionaire Insurance Producer podcast, my guest is Illinois-based agency owner Ryan Cox and he shares what he's doing to prospect, to set appointments, and to win new business via BOR. And ... if you're interested in learning more about the "12X Commission Mastermind" then visit either www.12X.Club or go directly to: https://permissiongroup.com/mastermind/ Episode Highlights: Ryan discusses his involvement in the management of employee benefit plans and medical insurance for small and midsize businesses. (2:19) Ryan shares what led him to shift his attention to the Denver area and what made it so successful. (4:31) Ryan me