Agency Intelligence

In this solo episode, James shares three key points for how RiskWell is going to win in 2024. 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.

Referrals, referrals, referrals! You've probably heard that referrals are great to get and have the highest win percentage when compared to other forms of prospecting. And, you'd be right to think that because it's true. However, most insurance agents and agencies do either a very poor job at systematically asking for (and receiving) referrals from their client base or COIs, or they have no process for referrals at all. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will give you a step-by-step process you can use to get more profitable referrals from your clients and COIs. Episode Highlights: Charles reveals that while he was a producer for almost 10 years, he wasn't very good at getting references. And it was partly because the kind of company he was pursuing was not one that relied heavily on referrals. (2:01) Charles explains that when it comes to requesting referrals, you must be careful what you ask. (5:56) Charles discusses the reasons why it is criti

It's the time of year to get intentional. Strategic planning can be exciting – but it doesn't always mean being the "smartest" or the "first" in your niche. Strategic planning is about being intentional with your vision and anticipating what could throw you off of that vision. Learn what Brett Young at Erb and Young is doing to set their firm up for success in 2024. 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 yet, the industry is

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Chuck Blondino, Author of the book: The Remarkable Insurance Agency. Chuck discusses how his book can help independent agents and agencies in generating revenue while having fun with clients, the community, and marketing. Episode Highlights: Chuck shares his journey from entrepreneur to writing his own book. (3:27) Chuck mentions that Liberty and Safeco allowed him to establish his own department with a dozen people dedicated just to helping independent agents grow. (5:29) Chuck discusses the post-retirement realizations that inspired him to write his book, The Remarkable Insurance Agency. (11:43) Chuck shares that multiple companies were willing to be interviewed to share their stories, results, and marketing examples for his book. (14:04) Chuck discusses some of the challenges he encountered when publishing his book in a different format, and that he hasn't started the e-book or the audiobook yet, but expects to do s

Let’s talk about the aggregators. The DIPP crew starts at the beginning – what are they? Why do they exist? How did they become important in the P & C landscape? Who are the major players? We then move on to key discussions, including: are they good or bad for brokers, carriers and consumers? and how can average brokers compete? Finally, we talk about connectivity and discuss whether carrier APIs help will aggregators. Join us for this insightful amalysis of aggregators in the Canadian P & C channel. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this solo episode, James shares reflections on a very challenging 2023. This is a two-part episode that continues next week with the RiskWell plan for winning in 2024. 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.

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 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 prospecting

Shift your agency's value proposition away from the carrier (price quoting) and onto your firm (broker of record). Nick Aube, Founder of Producer Systems, walks through the importance of taking control of your own destiny and selling yourself vs. selling on price. It not only helps your company, but your clients, too. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.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 blocking markets and bid for the lowest price. Worse yet, the industry is fragmented. Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenu

In this episode of Agents Influence podcast, host Jason Cass interviews Reghan Brandt, CEO of Loss Run Pro.  Episode Highlights: Reghan shares her background, including being raised by entrepreneurial parents and launching a premium finance company and Loss Run Pro in 2020. (3:03) Regan mentions that the current hard market conditions have made it crucial to have accurate data and a full submission to gain traction and solve the pain points in the industry. (8:57) Reghan explains that insurance agents who prioritize doing the right things and investing in technology and good people will continue to thrive and generate significant revenue in the changing market. (10:40) Reghan discusses the challenges she faced as a female founder in a male-dominated industry, including having to create a fake male persona to gain trust and recognition, but now believes that women deserve a seat at the table and that the perception is slowly changing. (17:21) Reghan mentions that it is important for individuals to as

Discover how $350,000,000 is making a profound impact in New Orleans! In this episode, Inman Houston, President and CEO of Baptist Community Ministries (BCM), sheds light on how BCM is transforming lives by financially supporting organizations that address crucial community needs in safety, education, and health. However, the true highlight lies in Inman's compelling personal narrative. Joined by co-hosts Erik Garcia, CFP®, BFA, and Xavier Angel, CFP®, ChFC, CLTC, Inman shares a deeply personal story about receiving a life-changing gift with profound insight: "Before you can be a good giver, you have to be able to receive other people’s generosity." Tune in for this moving narrative and gain valuable perspectives on the power of giving and receiving. Episode Highlights: Inman explains that being intentional with budgeting and tracking expenses can help avoid financial challenges. (4:23) Inman shares that the Baptist Community Ministries (BCM) is a private foundation with a mission to invest in the needs

Round 2 with Sherif Gemayel. Sherif gives us an update on the state of broker modernization. Are the advanced brokers separating from the pack? What’s going on with SEO in the insurance industry? What’s holding brokers back from going all in on digitization ? Sherif tells us about an exciting government incentive program called CDAP that is available to brokers to help modernize their businesses and what Trufla is doing to help brokers take advantage of it. If that wasn’t enough, we also talk about how AI can help brokers grow and why Trufla is investing in their AI product suite. Do you want to know about what’s available to help modernize your brokerage? You need to check out this episode. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Jarid Beck, Co-Founder of Risk Management Advisors. To learn more about Risk Management Advisors, visit https://www.riskmgmtadvisors.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: Jarid discusses the focus of Risk Management Advisors which is to provide creative and multifaceted insurance solutions to businesses in various industries to help them better manage their risks and outperform their competition. (3:00) Jarid mentions that in a competitive insurance market, the key to success lies in providing excellent service and finding creative ways to differentiate oneself from other providers. (8:01) Jarid explains that ca

Two of the biggest agency consultants in the industry, Mick Hunt, CEO at Premier Strategy Box, and Larry Linne, CEO at InCite Performance Group, join us for a special edition of Getting Past the Premium. The duo covers what it takes to be committed to growth, solving the right problem for your clients, building the future you want and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ InCite Performace Group: https://incitepg.com/ Premier Strategy Box: https://www.mystrategybox.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/ Mick Hunt: https://www.linkedin.com/in/mystrategybox/ Larry Linne: https://www.linkedin.com/in/larrylinne/ This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to co

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Amy Drewel, Amy and Teresa talk about how to build a team that fuels our agencies for tomorrow. Key Topics: Amy’s transition from HR manager to insurance agency owner, and the founding of Mosaic Insurance Alliance. The importance of transitioning from an agent role to focusing on business development. Challenges in hiring and team management within the insurance industry. Strategies for maintaining a strong, motivated team in a challenging market. The impact of the current market on insurance agencies and the necessity for adaptation. The role of transparency and communication in managing an agency and its team. The significance of listening to team members and clients for effective agency management. Adapting to technological changes and leveraging them for better agency operations. Strategies for future-proofing the agency and team amidst market uncertainties. Connect with: LinkedIn: Amy Drewel  LinkedIn: Teresa Kitche

In this episode of Agents Influence podcast, host Jason Cass interviews Joe Stephenson, Director of Digital Intelligence at INTERTEL, an Ontellus Company.  Episode Highlights: Joe shares his journey from law enforcement, to accident reconstruction, to insurance fraud investigations, and his current role as the Director of Digital Intelligence at INTERTEL. (2:29) Joe discusses how easy it is to gather personal information about someone through technology, such as LinkedIn profiles, and how this can be used for fraudulent purposes. (8:51) Joe shares that insurance agents are often the first to notice suspicious activity, such as uncharacteristic emails or requests for additional information, which could indicate fraud or identity theft. (11:18) Joe emphasizes that investing in software protection is crucial to prevent fraud and protect against cyber threats, even if it seems expensive, as one security breach can have significant consequences. (18:17) Joe discusses the importance of understanding techn

Carol Jardine – one of the leading lights in our industry announced her retirement a number of months ago. We were honoured to be able to talk with her on her last day in the office. Carol told us about her career journey through the insurance industry, including her best & worst memories. We discussed some of the major hurdles facing the industry, including Wawanesa’s leading implementation of broker connectivity. Carol also tells us about the Wawanesa journey over the last decade, moving to broker only distribution and offers up some advice for the next generation of insurance exec. Check out this episode for a close up & personal discussion with one of the movers and shakers in the P & C industry. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Caden Braly, Business Development Manager at Braly Insurance Group and CEO of Innovative Risk. To learn more about Braly Insurance Group, visit https://bralyinsurance.com. To learn more about Innovative Risk, visit https://www.innovativerisk.io. 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: Caden discusses Braly Insurance Group's proactive approach to preparing customers for insurance policy renewals, including contacting them ahead of time, educating them about potential price increases, and providing resources to explain market conditions. (3:45) Caden mentions that agents are diversifying their portfolios by shifting toward

Insurance agencies know they need to modernize and adopt technology. But that brings in a new set of challenges. Sydney Roe, Director of Agency Marketing at Vertafore, dives into the importance of connection among your tech stack – connection to your team, your other tech, your clients and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Vertafore: https://www.vertafore.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 Sydney Roe: https://www.linkedin.com/in/sydney-roe-32b927bb 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 division on the

In this episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast, Danny Lawrence sits down with Greg De Jesus, Director of Sales at Ennabl. Greg gives us a couple of examples of how to understand your agency's data to inform and empower strategic decision-making. Harness this knowledge to effectively master and optimize your actions for maximum impact. Episode Highlights: Greg mentions that the goal of Ennabl is to help organizations succeed by utilizing their data to provide insights on how to drive action and change for operational efficiencies and revenue growth in the insurance industry. (4:38) Greg discusses the importance of cleansing data to identify strengths and target potential customers to enhance business performance. (9:44) Greg shares their development of new tactics and strategies for reaching out to potential customers, including providing additional information and identifying key individuals for prospecting. (16:10) Greg discusses how the monoline report and cross-sell report

In this live episode of the Agency Intelligence podcast, host Jason Cass, and guest host Mitch Gibson interview Ebens Jean, Co-Founder of One Way Insurance Group, Margeaux Giles, CEO of Irys, CJ Hutsenpiller, Owner of Hutsenpiller Insurance, and Michael Lebor, CEO of InsuranceGIG. Resources Mentioned: Ebens Jean LinkedIn Margeaux Giles LinkedIn CJ Hutsenpiller LinkedIn Michael Lebor LinkedIn Mitch Gibson LinkedIn One Way Insurance Group Irys Hutsenpiller Insurance InsuranceGIG Reach out to Jason Cass Agency Intelligence