Agency Intelligence

In this episode, James talks with Andrew Filar, Co-founder of Next Call Club. To learn more about Next Call Club, visit https://nextcallclub.com. 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: The evolution of Andrew Filar's career in the insurance industry. Insights on transitioning from a captive to independent insurance agency. Strategies for outbound calling and lead acquisition. Discussion on the variable compensation plan in insurance agencies. The impact of agency size on agent attitudes and strategies. The role of brand equity in the insurance industry. The launch and services of Next Call Club. Perspectives on purchasing internet leads and dealing

Please .... do not be one of those insurance agents who have no strategy or process when it comes to presenting renewal quotes/proposal to the prospect! If you do that, you're more likely to lose than win. Why? Because, if you do that you're wingin' it and throwing mud against the wall to see what sticks. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will give you some options to consider to put you in a stronger position to win the business at the time you present your proposal, even if you can't get the signed BOR. Episode Highlights: Charles explains that many consumers do not make the decision to switch to a big provider with a single signature on a piece of paper. (5:40) Charles discusses how to determine the best timing to offer a quote to the insured. (7:26) Charles discusses the benefits of presenting a quote proposal to a prospect a week or two before the renewal date. (10:29) Charles explains that submitting a renewal quote is a competitive bid

Chris shares his dad’s wisdom “The greatest gift we can give is to someone who could never repay us.” Hear how Chris involves his team and his family in giving.  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: Chris Paradiso LinkedIn Paradiso Financial and Ins

In this episode of Power Women In Insurance, Teresa Kitchens discusses what people should consider when opening an insurance agency. Key Topics: Determining readiness to open an insurance agency Captive vs. independent insurance agency considerations The importance of knowing your business partner Strategies for successful business partnerships Understanding carrier relationships and their impact Navigating the journey of obtaining carrier appointments The reality of agency ownership and market challenges Connect with: Teresa Kitchens Visit Websites: Sterling Insurance Group

Listen in for an exclusive sneak peek inside one of our Agency Intelligence Mastermind meetings featuring insights from special guest, Reid Holzworth. Reach out to: Reid Holzworth Jason Cass Visit Website: Ivans Insurance Solutions Agency Intelligence

In this episode of the Stuff About Money podcast, join Erik Garcia, CFP®, BFA, as he sits down once again with two-time guest Phil Blancato, CEO of Ladenburg Asset Management and Chief Market Strategist for Osaic Research. Phil shares his top 5 themes for the 2024 stock market, addressing key questions about inflation, the Federal Reserve's next moves, and the impact of China on portfolios. Erik and Phil also inject some humor into the conversation by exploring the connection between Nick Saban's retirement as the head coach of the Alabama Crimson Tide college football team and its potential effects on the stock market. Tune in for a thoughtful and entertaining exploration of the financial landscape in 2024. Episode Highlights: Phil shares his thoughts about the impact of Nick Saban's retirement as Alabama Crimson Tide coach. (3:10) Phil explains that while inflation has decreased from its peak, the reset higher inflation is causing concerns about the state of the economy and the impact on markets, large

Do you struggle at branding? Are you still a quasi-generalist who is not focused in a Micro-Niche? Or, maybe you've chosen a Micro-Niche industry to focus on, but you haven't figured out how to BRAND yourself so that your prospects are attracted to you and want to sign over their insurance to you? Well, I have good news for you if that describes where you're at right now.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you some of the MOST ESSENTIAL things you can do to brand yourself and take your Book of Business to the next level. Charles talks about both personal branding as well as how agency leaders can and should assist their producers by using the agency website to brand the sales team in each and every Micro-Niche they are prospecting. Key Topics: The importance of specializing in a micro-niche for insurance agents. The role of personal branding in the insurance industry. The impact of digital presence and social media in insurance sales. Strategie

What is broker independence and what impact does it have on a brokerage? This is a big & much discussed topic in the industry. DIPP doesn’t think that horse is quite dead yet, so we’re also going to flog it. What does independence mean for succession, client advocacy, staff attraction / retention, carrier relationships, business perpetuation and financial returns? This episode is a don’t miss… so don’t. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Andrea Olson, Founder of Andrea Olson Coaching. To learn more about Andrea Olson Coaching, visit https://onamission.bio/andreaolson.  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: Andrea Olson's transition from corporate HR to entrepreneurship The importance of doing the uncommon thing consistently in business Building a team and onboarding structure in a non-traditional business model The role of personal branding and innovation in business success Strategies for customer retention and creating a personalized experience Leadership in a multi-level marketing context The significance of adapting and evolving business strate

It's one thing to agree that targeting BOR's is a smart move but it's another thing altogether to develop a step-by-step process to winning signed Broker of Record Letters on a consistent basis.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will "build you a house" by explaining what the foundation is, what the four walls are, and what the roof is to winning more signed Broker of Record letters from your prospects. Episode Highlights: Charles explains why winning in a standard quoting procedure is quite difficult. (3:24) Charles demonstrates how a Broker of Record letter is a better option than the quoting process. (7:05) Charles believes that one of the main strategies in regards to the Broker of Record letter is asking for it. (9:13) Charles explains that every single prospect meeting you have with an insured person needs to have a goal. (10:43) Charles explains the advantages of being aggressive in your requests in order to persuade others to do wha

Join Erik Garcia, CFP®, and guest co-host Billy Wagner in their new mini-podcast series, "Insurance Professionals Are Givers," as they explore Erik's fifth pillar of financial security: "Give To Others." Discover how generosity isn't just about material wealth—it's about finding joy and happiness through cheerful giving. In each episode, Erik and Billy sit down with different insurance professionals, delving into how these individuals are shaping legacies for their families and impacting their communities through their acts of generosity. Tune in weekly to uncover the inspiration and drive behind their giving, as they share heartfelt stories of causes close to their hearts and the transformative power of giving to others. Get ready to be inspired and empowered to give back and forge deeper connections within your own communities. Remember, giving isn't tied to a season—it's a mindset that fosters lasting change and fulfillment. Resources Mentioned: Billy Wagner LinkedIn Brightway Insurance Erik Garcia

In this episode of Power Women In Insurance, Teresa Kitchens discusses the 5 things we have to exercise to have a successful insurance career. Key Topics: The evolving focus of the Power Women in Insurance podcast is on leadership and success in the insurance industry. The underrepresentation of women in leadership roles within the industry. The diverse definitions of success and the importance of balance in life. The first Be of success: Be persistent despite challenges. The second Be of success: Be present and aware in your business and personal life. Embracing changes and new ideas is essential for growth and success. The importance of generosity and kindness in personal and professional settings. Connect with: Teresa Kitchens Visit Websites: Sterling Insurance Group

In this episode of Agents Influence podcast, host Jason Cass interviews Peter MacDonald, Co-founder & CEO of Wunderite. Key Topics: Introduction of Peter MacDonald and the creation of Wunderwrite. Discussion on the independent agent landscape and the IndieTech event. Insights from CEOs of major industry players on the rate of industry change. Exploration of the customer journey in insurance and its impact on agency operations. The challenge of integrating technology and maintaining relevancy in a rapidly evolving industry. The role of Open API in advancing industry connectivity. Perspectives on investment in technology by insurance agencies. Reach out to: Peter MacDonald Jason Cass Visit Website: Wunderite Agency Intelligence

It’s an epic slugfest as we host Pete Tessier & Curt Wyatt from the Insurance Podcast on the show. We discuss how brokers can grow their books, how connectivity can help and how did Curt manage to end up in Greece? No holds barred – enjoy the ride! Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Jim Harris, International Bestselling Author and Principal at Strategic Advantage. To learn more about Strategic Advantage, visit https://jimharris.com/ 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: Discussion on disruption, generative AI, and evolving customer expectations in the insurance industry. Insights into the power and potential of generative AI in enhancing customer service and business efficiency. Exploration of innovative strategies for improving insurance services, such as automating processes and utilizing AI. Examination of the impact of technology trends on the insurance industry and how companies can adapt.

Do you struggle with setting appointment and writing new business? Many agents do. Actually, most do. Why is that? Well, for one thing, most agents don't know where to begin. In other words, they haven't even decided what to prospect, let alone why they should focus on that. They are "generalists" and have a Jack-of-all-trades mindset. Does that describe you? If it does, then this podcast episode is for you!  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will give you tips on how to choose the most-profitable Micro-Niche for you, and he also gives a few examples of which Micro-Niches he would seriously consider targeting if he were to start writing insurance again. IF YOU WANT TO FIGURE OUT HOW TO CHOOSE THE BEST MICRO-NICHE FOR YOURSELF, I TEACH THAT IN MODULE 2 OF MY DIGITAL COURSE: Millionaire Producer School. Go here to learn more: www.millionaireproducerschool.com Key Topics: Importance of pre-prospecting in insurance sales. Laying the foundation: The first step

In the first episode of our sales process series, Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot to discuss the importance of your process – from value prop to target market and beyond. From there, how do you get tactical and ask the right questions? You want to avoid ending up in the dreaded "insurance box" – where you're viewed as a one-trick pony who can't add value other than price quoting. 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/ 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 colla

This throwback episode is an hour long webinar sponsored by InsuredMine with Jason Cass, where he discusses VE's with other top CEO's of VE companies.

There is a myth that people who look “richer” are thought to be “wealthy, but in reality, all that tells us is they have a more expensive lifestyle. Tied to that is the myth that big incomes mean you are wealthy. But income is not wealth, and wealth is not income. In this episode Erik Garcia, CFP®, BFA, and David R. Carothers, CIC, CRM, CWCA discuss the secrets of millionaires of converting income into wealth. It's real simple to become a millionaire. It's just not easy! Episode Highlights: David mentions that his mission is to help people with unique skills and talents and surround himself with talented individuals to compensate for his weaknesses. (6:42) David believes that the key to building wealth is not to emulate the ultra-wealthy but to follow the principles outlined in books like "The Millionaire Next Door" and practice financial discipline and common sense. (14:45) David explains that the key to financial success is making wise long-term investment decisions rather than chasing get-rich-quick

The DIPP crew welcome Matthew Turack from CAA to the podcast in an effort to get to know this new (ish) market & to understand their growth philosophy. We get into CAA’s business strategy and their approach to broker distribution. We discuss how important is broker modernization to CAA and their plans to contribute to efficient broker workflow and client experience improvement. As CAA is a smaller carrier, Matthew shares with is what they need to do better than the big guys to be competitive & relevant and which provinces or lines of business he worries about. Finally, we discuss the future holds for CAA and its distribution partners. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast