Agency Intelligence

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, are joined by Attorney at Law Ryan McBride to discuss the basics of estate planning. They discuss what estate planning is, the importance of beneficiary designations on life insurance and retirement accounts, and finally one of the core tools used in estate planning, a will. Episode Highlights: Ryan shares his non-linear journey to becoming an attorney, starting from pre-med to obtaining a finance degree, then exploring business ventures before eventually specializing in estate planning and probate law. (5:37) Ryan discusses the importance of professional estate planning to cover wills, asset distribution, and powers of attorney for both health and financial matters. (13:21) Ryan emphasizes the need for coordination between financial advisors and estate planning attorneys to ensure comprehensive estate planning, focusing on asset distribution, guardianship for minors, and the best interests of th

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Brenden Corr, Senior Director of Business Development at Loss Run Pro. Brenden discusses how their simple and easy-to-use subscription software service helps insurance professionals. Brenden and Jason also discuss the software's influence on Jason's agency. Episode Highlights: Brenden shares that he is an iPhone user and the last application he downloaded is about the NFL playoffs. (3:00) Brenden explains that he loves to win more than he hates to lose because he is competitive. (6:16) Brenden shares that he believes that luck got him to his position but his skills got him to understand the responsibilities of his position. (7:22) Brenden talks about the history of Loss Run Pro, how it was built, and its success in the industry. (14:46) Brenden elaborates on how Loss Run Pro was able to get the help they needed to build the system from betas and focus groups. (17:05) Brenden explains that having the ability to get di

Could you write $250k of new business commission in the next twelve months? I think you can ... And here's how! There are three main things you need to do in order to successfully write a quarter of a million dollars in commission this next year. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht breaks down the step-by-step process of how you can do this and how you can get every agent at your agency to do the same thing as well. Episode Highlights: Charles explains that the reason why he loves prospecting is that this activity results in having money in his pocket. (3:47) Charles elaborates on how he fell into writing for subcontractors and other types of accounts. (5:02) Charles explains why he decided that the first policy to write for an account was going to be $20,000 of commission or more because he was only writing for small accounts. (9:35) Charles shares that the thing that is stopping you from writing $250,000 of the new commission is the blockage

In this episode, James talks with McKlane Bobbitt, Owner of Lone Star Equity. To learn more about Lone Star Equity, visit http://www.txlonestarequity.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: The entrepreneurial journey of McKlane Bobbitt from medical device sales to becoming a professional real estate investor An in-depth look at wholesaling as a stepping stone in the real estate investment world The importance of insurance policies in closing real estate deals and how they influence investor decisions Strategies for navigating the current real estate market, with insights into flipping properties and timing investments The critical relationship between real estate i

Rob is passionate about veterans. Hear how he meets their needs, from mental health to dressing nicely. Thank you for your service. Welcome to "Insurance Professionals Are Givers," a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence of Erik's fifth pillar of financial security: "Give To Others." Dive into engaging conversations with diverse insurance professionals as they share their journeys of creating legacies for their families and leaving a meaningful impact on their communities through generous acts. Discover the driving forces behind their giving, heartfelt stories of their chosen causes, and the profound transformations sparked by their dedication to giving back. Prepare to be inspired to engage with your community in profound ways, reminding us all that giving isn't confined to a season—it's a mindset that cultivates lasting connections and fulfillment. Resources Mentioned: Rob Bowen LinkedIn Patriotic Insurance Group Billy Wagner LinkedIn Brightway

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 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 define and

Where do you begin when marketing your insurance agency? With limited time, budgets and expertise, it can be hard to stand out among the competition. This week, Cameron Carlow, Chief Marketing Officer at Ellerbrock-Norris, joins the show to talk through the essentials for a growing agency, from brand awareness to lead generation and closing the sale. 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 Cameron Carlow: https://www.linkedin.com/in/ccarlow 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 difficult to collaborate across divi

In this episode of Power Women In Insurance, Teresa Kitchens is joined by Joyce Segall. Joyce is with Pattern Insurance and they are thinking outside the box in new ways to serve our community through insurance. Key Topics: Joyce Segall's unconventional path to the insurance industry The emergence of Pattern Insurance and its role in modernizing insurance offerings Exploring embedded insurance and its impact on consumer experiences The challenges and successes of implementing technology in insurance The significance of understanding customer journeys to provide tailored insurance solutions Future directions for Pattern Insurance and the industry's digital transformation The balance between technology and human interaction in enhancing customer service Connect with: Joyce Segall Teresa Kitchens Visit Websites: Pattern Insurance Sterling Insurance Group

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Nyasha Gutsa, CEO at Billy. Jason and Nyasha discuss: Nyasha’s journey from Zimbabwe to the United States and how it all started with a penpal. Nyasha’s experience in private aviation as a pilot.  The inspiration behind Billy, the end-to-end insurance platform for construction. Nyasha’s thoughts on what’s ahead for Billy and for the industry as a whole. Key Quotes: "I think the analogy to that is, sometimes the things that, you know, seem laughable might be the biggest opportunities ever." - Nyasha Gutsa "I was really lucky that I came to this country to learn how to fly in, you know, the United States remains the cheapest place, in my opinion, to learn how to fly and many countries, you know, ship their pilots to learn how to fly here." - Nyasha Gutsa "That's what we're really trying to do, which is just remove those insurance headaches, so the contractors can just focus on what they do best, and make insurance work fo

In this episode, James talks with Jessica Holder, and Keenan Rice, Owners of Eclipse Insurance Agency. To learn more about Eclipse Insurance Agency visit https://www.eclipseinsure.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: The backstory of Jessica and Keenan's entry into the insurance industry The pivotal moments that led to their decision to start an independent agency Challenges faced during the transition from captive agents to independence The importance of niche specialization Strategies for navigating a hard market and maintaining client relationships The role of technology and processes in scaling an insurance agency Future growth plans and the potential for a

Hear how at an early age, giving to others was instilled in Mohamad as a value. He’s driven to make a positive impact in the lives of others the way THEY need to be helped.   Welcome to "Insurance Professionals Are Givers," a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence of Erik's fifth pillar of financial security: "Give To Others." Dive into engaging conversations with diverse insurance professionals as they share their journeys of creating legacies for their families and leaving a meaningful impact on their communities through generous acts. Discover the driving forces behind their giving, heartfelt stories of their chosen causes, and the profound transformations sparked by their dedication to giving back. Prepare to be inspired to engage with your community in profound ways, reminding us all that giving isn't confined to a season—it's a mindset that cultivates lasting connections and fulfillment. Resources Mentioned: Mohamad Momin LinkedIn VA Simplified

Brett Young, CEO of Erb and Young, joins us for another crossover episode. This time, we're covering the baseline skills you need to develop ask you're growing your book of business. Where do you start? What is your focus – or, more importantly, what are you NOT going to do. From overcoming capacity issues to marketing yourself, we cover how we've taught risk advisors to grow and thrive. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Erb and Young: https://www.erbandyounginsurance.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 Brett Young: https://www.linkedin.com/in/brettins 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

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Beth and Grayson Thompson. Beth and Grayson Thompson are an amazing couple building an agency that allows them to live life on their terms.  They talked about working with your spouse, overcoming challenges, working with team members, and capitalizing on the strengths of the two to make a great symbolic relationship between work and home. Key Topics: Beth and Grayson Thompson’s journey into the insurance industry The transition from captive to independent agency Balancing family life and business growth Importance of communication and setting shared goals The role of counseling in strengthening business and personal relationships Strategies for scheduling and managing time as a couple in business Advice for other couples in the insurance industry Connect with: Beth Thompson Grayson Thompson Teresa Kitchens Visit Websites: Mission Insurance Agency Sterling Insurance Group

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, take you on a trip down memory lane. They reminisce on how they first met (it has something to do with shoe shopping) and how Xavier ended up joining the Plan Wisely Wealth Advisors team. They share how they ended up developing their business model to deliver ongoing financial advice to clients. Erik shares his one-page monthly business plan. And finally, Xavier shares a little bit about his experience as a black advisor in a predominantly white industry. Episode Highlights: Xavier congratulates Erik for earning his Chartered Financial Consultant (ChFC) designation. (2:47) Erik and Xavier share a light-hearted memory of bonding over shoe shopping during a financial planning course, highlighting their start and strategic networking in the industry. (7:19) Erik reflects on the importance of reflection and considering one's actions, rather than moving too quickly and not fully absorbing the present

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Jonnie Anderson Owner, and Olivia Hein Owner and Producer of Legacy Insurance Partners. Olivia and Jonnie discuss how they were able to build a women-owned and operated agency that is passionate about helping its clients completely understand their insurance coverage and helping to protect them from the unexpected. Episode Highlights: Olivia shares that she is an iPhone user, and Jonnie is an android user, and both have recently downloaded the Hi-Hello and Stash applications. (3:28) Olivia explains that she has always loved to win, but it is okay to lose sometimes. (5:21) Jonnie shares that skill has been a bigger factor in her life, while Olivia shares that it is luck. (6:31) Jonnie and Olivia share their backgrounds and how they both started in the insurance industry. (7:32) Olivia and Jonnie explain that they are the total opposites of each other, but their differences are a big factor in their success. (14:12) Ol

Yes, indeed, your clients get solicited by other insurance agents all the time. During this policy renewal year, they are more likely to meet with those agents (your competitors!) to see if there are alternative options available to them to cut costs. Why? Because inflation, a lack of workers, and a hardening insurance market are forcing them to look at options in order to do nothing more than stay in business.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains the THREE things you can do to ensure your clients renew with you rather than one of your competitors. Episode Highlights: Charles shares that the reality is that clients have almost no plan to leave you and yet they still talk to other agents. (2:11) Charles explains that it is becoming difficult for insurance buyers and business owners to make a profit and stay in business. (4:41)  Charles elaborates on the industry's current situation and what people need to be careful of at this time. (7:31

What is guidewire and what makes it so popular? How can guidewire help the broker channel. The DIPP crew sit down with Amy Mollin, Head of Product Management at Guidewire to find out. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Michael Wark, CEO of Trimline. To learn more about Trimline, visit https://trimline.co. Visit our website to join our email list, get the scoop on our LIVE coaching calls 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 podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Transition from traditional employment to entrepreneurship The importance of understanding business numbers for successful management Challenges faced by founders and business owners at different stages of growth The concept of hiring a virtual or fractional CFO and its benefits Strategies for business owners to transition out of being the primary revenue driver Effective delegation and management techniques for business growth Understanding and navigating the 'founder's trap' The role of p

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 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. The tran

Hear how Margaret connects her 3 agency locations to different organizations she supports. And you do not want to miss her story about the Special Tigers swim team! Oh my goodness, grab your Kleenex.  Welcome to "Insurance Professionals Are Givers," a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence of Erik's fifth pillar of financial security: "Give To Others." Dive into engaging conversations with diverse insurance professionals as they share their journeys of creating legacies for their families and leaving a meaningful impact on their communities through generous acts. Discover the driving forces behind their giving, heartfelt stories of their chosen causes, and the profound transformations sparked by their dedication to giving back. Prepare to be inspired to engage with your community in profound ways, reminding us all that giving isn't confined to a season—it's a mindset that cultivates lasting connections and fulfillment. Resources Mentioned: Margaret Rut