Agency Intelligence

Are you ready to finally figure out how to use LinkedIn for prospecting so that you can dominate in new business sales in 2022? If yes, then this episode is for you.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will explain to you how to get your LinkedIn Profile figured out by first determining your "Intent" and also your "Micro-Niche" focus. It's time to take action and not waste another year. LinkedIn is a superior tool, if you use it strategically. Episode Highlights: Charles introduces a new digital course called “12X Your Book with LinkedIn”. (1:06) Charles tells us that LinkedIn is an underutilized secret when it comes to prospecting for new business. (3:13) Charles explains that LinkedIn is more than just an online resume. (5:10) Charles explains that the intent of what you're using LinkedIn for will dictate what type of connections you need to have. (10:45) Charles explains that a vast majority of your competitors are not using LinkedIn, whic

In this episode, James talks with Zack Baldwin, Owner of TexPro Insurance. To learn more about TexPro Insurance, visit https://www.texproinsurance.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: Zack shares how his ego played a role in his decision to start his own agency and how he was quickly humbled by the challenges of the industry. (10:30) James discusses Frank Shamrock’s concept of plus, minus, and equal process and how they are important in professional and personal contexts. (18:15) Zack discusses the disruption in the insurance industry and the need for professionals to adapt to the changes. (22:29) James explains the potential risks of taking

This episode is the start of a new monthly segment called, "Talkin' Tech" with Danny Lawrence on the MVP Podcast! Co-Host Danny Lawrence sits down with Matt LaRocca of AgencyZoom to talk about the importance of not only having a CRM inside of your agencies but also how important it is that we as insurance professionals need to continue adapting to technology if you want to win the long game! Episode Highlights: Matt discusses the distinction between Agency Management Systems and Customer Relationship Management tools and how Agency Zoom fits into those systems. (4:03) Matt explains the process of establishing an automated sequence for lead follow-up, a critical aspect for both novice agents and larger agencies. (6:54) Matt shares strategies for customizing pipelines in Agency Zoom, featuring modifications for lead sources, stages, and employee assignments. (9:04) Matt delves into the workings of automation within Agency Zoom, discussing automated emails, text messages, and task assignments with agents

In this throwback episode of Power Women In Insurance, Teresa Kitchens sits down with Majda Baltic, President, and Owner of Majdas Touch Insurance, Inc. Majda is creating platforms for other agents and insurance clients to grow their insurance knowledge while getting the best support possible. Episode Highlights: Majda shares how she got into the insurance industry. (1:44) Majda explains where her passion lies in this industry. (3:07) How long has Majda been on the independent side? (5:49) Majda mentions how the pandemic has affected their industry. (8:05) Majda shares the time when she opened her agency in 2018. (9:50) Majda mentions one of the reasons why she likes doing podcasts. (11:54) Majda explains why opening an independent agency was mind-blowing for her. (13:17) Majda mentions the significance of having a good support system at home. (17:06) Majda shares how she has found success on the independent side. (21:56) Majda shares a story about the time when she was hired by a captive

In this episode of Agents Influence podcast, host Jason Cass interviews Davie Holt, National Sales Practice Leader at IPFS. Episode Highlights: Davie discusses the benefits of using IPFS to enhance the efficiency of payment and finance transactions for agents, allowing them more time to concentrate on sales, account management, and business development. (8:03) Davie explains the mechanics of premium finance interest rates and provides strategies for agents to effectively market and position these to clients. (12:25) Davie shares his method of consuming podcasts and other content to refine his business strategies, and his efforts to engage with a variety of perspectives and opinions for both personal and professional growth. (15:09) Davie mentions the significance of having a diverse range of perspectives in business, familial, and spiritual aspects of life. (18:21) Jason and Davie engage in a conversation about the confluence of different political beliefs and the vital role of diversity and immigra

Do you struggle with "follow-up" for your prospects? Or, maybe you struggle because you only do follow-up in one form (e.g. cold calls or emails)? If yes, then welcome to the club! We all struggle with it. Prospecting is difficult and confusing and most agencies don't have someone to teach you how to do it because no one else there knows how to do it, either!  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will explain not only why having a systematized "follow-up" is both wise and necessary to growing your Book of Business, but he'll take you through a step-by-step prospecting follow-up program he recommends to many people in his 12X Commission Mastermind.  PS: If you're interested in learning more about the 12X Commission Mastermind, visit my website at: www.12x.club Episode Highlights: Charles discusses the 12x Commission Mastermind. (1:47) Charles believes that a significant portion of insurance producers and agents lack an established follow-up program when they're

Does the Pareto principle (80/20 “rule”) apply to the placement of business with a broker’s markets? What are the pros & cons of having more markets vs less markets? How does a broker’s relationship with individual carriers change with size? Yup – this is another debate about whether “size matters” Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Torey Maerz, Founder, and CEO of Client Circle. To learn more about Client Circle, visit https://www.clientcircle.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: Torey explains why the company rebranded from Rocket Referrals to Client Circle and outlines its plan to gradually phase out the old name. (9:11) Torey shares the story of how they created the system for handwritten cards and highlights the company's commitment to customization. (17:51) Torey discusses their “Journeys” product, which is goal-based and helps track data. (24:11) Torey explains the process of building pre-built automation and taking client reques

No, I'm not talking about this podcast. I'm talking about you prospecting for new business! How you utilize "time" and the availability of it will have a direct correlation to your success in sales. If your prospect doesn't feel a need to move forward, to get things done, to understand how important it is to move quickly, you will not only struggle at setting new business appointments but you'll have a hard time winning. Why? Because, sales is war! And, because people (prospects) are lazy and unmotivated.  So, In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will give you some practical tips and suggestions about how to incorporate a "drop dead date" in your prospecting in order to win more new clients. Episode Highlights: Charles discusses procrastination and the role of time limits. (2:46) Charles mentions the advantages of including timeframes in emails and calls when reaching out to potential clients. (8:49) Charles explains that successful prospecting involves han

In this episode of The MVP Podcast, Mitch Gibson sits down with Jake Jines from The Insurance Alliance to bring you the sales tip of the week. Episode Highlights: Jake discusses how the use of Loss Run Pro has helped speed up the process of getting loss runs and forms put together, taking a two-week process down to a three-day process. (5:16) Jake discusses the importance of building relationships in commercial insurance and why sending a web form to fill out is not ideal. (8:17) Jake explains that it is important to find value on both ends of the equation, whether it's the high mod or the low mod. (12:16) Jake mentions that risk management helps businesses stay competitive by preventing bad accidents and saving money. (14:45) Jake believes that staying consistent is key to success as a producer. (17:01) Mitch discusses the Indietech Showcase Experience happening in Indianapolis, with a focus on the Indie Sales portion of the event for young agents. (17:27) Key Quotes: “If we're able to provid

In this throwback episode of Power Women In Insurance, Teresa sits down with Angela Adams, President of Angela Adams Consulting Services. Angela is a consultant to agencies all over the country to help them scale and grow their business. Episode Highlights: Angela shares her insurance background. (1:15) Angela explains why insurance is an amazing field for women. (4:12) How did Angela build her agency? (5:05) Angela shares what she finds most agency owners struggle with. (9:20) Angela mentions a common factor they found with agencies they had educated. (12:50) Does Angela think that male agency owners have different philosophies in running their agency? (15:02) Does Angela find that women are culture driven differently in their agency? (17:10) Angela explains what Omnia is all about. (24:04) What does MAP stand for? (27:59) Key Quotes: “I developed a love for insurance agency automation, improving efficiency and operations in an agency, and really thrived in that environment, and was doi

Jason was recently on a webinar for Semsee, discussing the four models of insurance and the future of an agency. He gets a little out there in some of his thoughts. Be sure to check this one out!

You probably didn't write as much new business this year as you could have. Nope. Not even close. You probably could have doubled it. Easily doubled it. Maybe even tripled it? You already have the tools to do it. You don't need better scripts, better prospects, or anything like that. You just need better accountability. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht shares how both insurance producers and agency principals can double their new business revenue in just one year. Episode Highlights: Charles tells us that in this episode he is going to talk about how to multiply your business. (1:14) Charles teaches about multiplying time to multiply your outcome. (5:43) Charles explains that you need to write down all of the different things that you do in your business. (9:22) Charles mentions that prospecting in December can make a huge difference. (13:59) Charles shares that people need to ask themselves the question, "Where do I waste my time?" (18:10)

How does the Digital Insurance Podcast get made? A dash of experience, a pinch of sass, a spoonful of wishful thinking, and a whole lot of support from Jai Laba and IFS Premium Finance. In this episode, we talk about Jai’s past, sports, Mount Everest, and where IFS fits into the broker channel. The majority of brokers rely on their carriers to collect premiums & are thus beholden to their carrier’s service levels. Have a listen to what Jai has to say & see what other choices are actually available to you. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Frank Sentner, Owner of Sentwood Consulting. 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: Frank shares about his 47 years in the insurance industry, including how he was able to build a product that is now known as Sagitta and how he started his consulting practice. (3:16) Frank mentions that entrepreneurs are a stimulating group of individuals to be around, and he is delighted to help them by providing insight into the industry, and share some of the mistakes he made along the way, and how to avoid those pitfalls. (8:58) Frank shares that the ACORD InsurTech Innovation Challenge was one of the opportunities that got him st

It's really hard to set new business appointments with your prospects if you can't communicate with them directly. (Go figure, right?) So, then, why in the world would you ... (or another agent you know?) ... keep prospecting in ways where you are forced to deal with gatekeepers and receptionists? That just doesn't make sense to me at all. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach the why and how of finding your prospect's "sweet spot" when it comes to communicating with them directly, in order to set more appointments.   Episode Highlights: Charles uses the analogy of hitting the sweet spot in baseball to explain the importance of finding the right platform and script to communicate with prospects. (2:36) Charles explains the importance of prospecting in a way that resonates with the prospect's preferences and needs, rather than solely relying on the salesperson's preferred methods. (6:08) Charles discusses the need for a multi-pronged approach to pros

Doug Benz, co-founder of New Buffalo Insurance (with his incredible wife, Liz Benz), is one of my personal favorite people in the insurance industry.  One of the things that I enjoy about Doug is he always has one eye on the future while staying true to his professional insurance agent roots.  I loved this conversation and I'm sure you will too... Episode Highlights: Doug discusses how insurance sales used to be a secret business controlled by families and how people outside those families didn't know how much money you could make doing it or what it was really all about. (7:15) Ryan mentions that some business owners prioritize maximizing their personal income over growing their agency, and how this can negatively impact their ability to attract and retain employees. (13:21) Doug shares why he decided to take a field trip to New York City, and how it changed his life. (24:20) Doug believes that the world is returning to a better spot, and people are buying buildings and doing things again, leading

In this episode of Agents Influence podcast, host Jason Cass interviews Mark Engels, CEO of ePayPolicy.  Episode Highlights: Mark discusses the importance of digital payments and financing in the insurance industry, and ePayPolicy's mission to make payment collection and reconciliation as frictionless as possible for their agency customers. (5:26) Mark shares the development of ePayPolicy's Finance Connect product, which serves as a middleware to exchange data between premium finance companies and agencies, making the financing process as simple as possible for all parties involved. (7:09) Mark explains the practical use cases of AI in ePayPolicy's products, such as Checkmate and Payables Connect, to make them more efficient and improve customer service. (12:31) Mark discusses the potential use cases for blockchain in insurance, but expresses skepticism about the widespread use of crypto for payments. (20:44) Mark explains ePayPolicy's financing options for premium payments, including the ability to

One definition of an accelerant is: “A substance used to accelerate a process”. In this episode, Jeff Radke, CEO of Accelerant discusses their foray into Canada and how they plan to accelerate that process. Accelerant was founded by industry veterans with a burning (get it?) desire to challenge the status quo & the capital to make it happen. Buckle up & have a listen to what Jeff has to say to the DIPP crew in this episode. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Alexander Dopazo, Commercial Account Manager at Dopazo & Associates Insurance. To learn more about Dopazo & Associates Insurance, visit https://www.dopazoinsurance.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: Alexander explains that diversity can help businesses, communities, and individuals grow, but it is important to approach it from the perspective of helping each other, grow, and reach common goals. (5:08) Alexander shares what diversity, equity, and inclusion (DEI) mean. (10:57) Alexander discusses the difference between equity and equality. (20:47) Alexander mentions that checking your bias is important when