Agency Intelligence

New car, caviar, think I’ll buy me a football team. With multiples at an all-time high and a raft of recent broker sales, the DIPP guys take a deep dive into broker M & A. They dig into the motivations of brokers who are selling, debate whether niche brokers can survive, and discuss whether scale is the only competitive factor that works. Can strategic partnerships, clusters, and franchises drive this scale? M & A needs financing, so the guys get into the different styles of financing, whether that’s financing for growth, acquisition, or succession. They also debate the pros & cons of getting your money from the banks, insurers, or VCs. What are the pros, cons, and fine print? Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James and guest co-host Peter MacDonald talk with Aviad Pinkovezky, President of First Connect Insurance. To learn more about First Connect Insurance, visit https://www.firstconnectinsurance.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: Aviad shares that he served in Israeli Military Intelligence for 10 years, working with super smart people to solve problems using technology and resourcefulness. (4:06) Aviad explains that everybody has their own risk tolerance and financial needs, so it is important to consider other factors before taking a risk. (11:54) Aviad mentions that it is now easier than ever to set up an agency from scratch, w

In this episode of The Ryan Hanley Show, we're serenaded by the dulcet tones of the all-powerful James Jenkins. James is an innovator and an eternally curious problem solver. He's an unapologetic risk and insurance nerd who gets excited about things that bore most people. Faith and family are the two most important things to James. This is an episode you don't want to miss... Episode Highlights: James shares a story about the creation of Who Framed Roger Rabbit, emphasizing the significance of small details even when most people don't notice them. (7:04) Ryan discusses his experiences dealing with ADHD, how he manages it, and his recent decision to stop using pot. (11:54) James talks about the process of writing his book and getting positive feedback from someone, not in the insurance field. (26:11) James shares some of the diverse opinions on his book from those in the industry. (33:26) James delves into the subjectivity of the term "best" and why it isn't a helpful metric for measuring success.

In this throwback episode of Power Women In Insurance, Teresa Kitchens sits down with Monica Adwani, host of TranscendwithM podcast, and Managing Partner of Savvital. Monica helps insurance agents with their day to day tasks with finding and locating Virtual Professionals. They take an 8 week training program and another 6 weeks with training to make sure the VP and the agency are ready to add a virtual professional to their team. Episode Highlights: Monica discusses the TranscendwithM podcast and its goals. (3:11) Monica explains that everything she created with Troy Thompson, including the training for the VAs, is based on their experiences and the way they do business now. (13:45) Monica discusses their eight-week internal program that nourishes insurance knowledge into their Virtual Professionals. (17:45) Monica discusses the importance of having realistic expectations. (20:27) Monica mentions the fact that they hire people specifically to solve problems. (22:29) Monica explains the reason why

We are excited to announce that the 10 Rules of Business podcast is joining the AI Podcast Network. The 10 Rules of Business is the brainchild of ex-corporate CEO turned ultimate entrepreneur Mike Kirby. The first rule of business is the simplest and also the hardest of them all, "stay in business". Take a listen!

In this episode of Agents Influence podcast, host Jason Cass interviews Jim Harris, International Bestselling Author and Principal at Strategic Advantage. Episode Highlights: Jim discusses disruption and the impact of disruptive technologies on traditional industries. (2:05) Jim mentions that the pandemic forced organizations to think differently and question their traditional working methods, which can lead to positive changes. (6:12) Jim discusses the potential of ChatGPT, and how it can be used to improve various industries. (10:59) Jim explains that AI technologies are not meant to replace humans, but rather enhance their productivity, making companies that use them more competitive than those that don't. (16:06) Jim explains that lean thinking is about making existing processes more efficient, whereas innovation is about creating new things. (18:01) Jim shares his method of forcing ChatGPT to cite sources and the years of studies that were published to determine the credibility of the informa

Permission is everything. The Broker of Record Letter is not everything. Permission is the goal; the BOR is a tool. Spend more time gaining the insured's PERMISSION and you'll be able to collect a lot more signatures on BOR's. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you how to win your prospect's PERMISSION in order to win more new business.  Episode Highlights: Charles explains that everything about the Broker of Record letter has to be focused on a specific word which is: Permission. (1:40) Charles shares why the idea of gathering the insured’s permission is necessary in order for you to actually have success in the entire outcome. (4:14) Charles mentions that gaining the insured’s permission is one of the wisest things you can do. (6:10) Charles shares the focus of everything that he teaches and does. (10:37) Charles discusses that the Broker of Record letter is the most valuable tool and piece of paper in the insurance business. (13

The IBAO has been hard at work for the last year & a bit on a major strategic initiative for the broker channel – going paperless. Join Steve, Jeff, Adam & Tom as they sit down for an in-depth discussion on the going paperless initiative. Colin Simpson, IBAO CEO, and Steve Gugler, partner 3 Tree get into the weeds with the DIPP crew on the project. Answering key questions, such as: What does the project cover? Why should brokers care? What are the timelines & benefits? Which carriers & vendors are supporting this? Do clients actually want to go digital? This is an important step for the broker channel, so check out the episode & get informed! Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode, James talks with Matt Masiello, CEO of SIAA. To learn more about SIAA, visit https://www.siaa.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: James begins Episode 100 of the Agency Freedom podcast by reflecting on the last two years of podcasting and thanking the listeners for their support. (4:12) Matt mentions that he is a multi-generation insurance person who has been in the business for 30 years, started on the retail side, moved into the network side, and has been CEO of SIAA since 2008. (5:15) Matt explains that he has the best job ever because he gets to work with independent agencies with some of the biggest companies in the coun

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Brenden Corr. Brenden Corr is the director of business development at Loss Run Pro. He joins the podcast to talk about how we bet on ourselves and actually win… We also may have, at some point, discussed loss runs as well. This is an episode you don't want to miss... Episode Highlights: Ryan shares his personal journey of discovering the impact of inflammation on his body and making changes to his diet and lifestyle to reduce it. (4:39) Brenden mentions how humans used to consume a pound of sugar per year in 1920 and now consume 130 pounds of sugar per year, causing a variety of health issues. (10:27) Ryan discusses how being healthy can be a competitive advantage in business. (14:13) Brenden shares his uncle's advice that sales are a combat sport that requires both mental and physical preparation. (18:55) Brenden shares his personal experience with making changes in his life to improve his situation. (22:16) Brenden explains t

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Lisa Brady, Owner of Brady Insurance Group. Lisa and Teresa discuss how to build a strong team in this hard market. Episode Highlights: Lisa explains how she overstaffs her agency to be proactive and keep an extra person to make sure that they are reaching out to their clients with everything they need. (2:40) Lisa mentions that her team is cross-trained to help everyone else and that she values her team members by knowing their personalities and strengths to assign them to the right roles. (5:22) Lisa discusses how they keep their workplace joyful, including fun days, competitions, and community involvement. (10:55) Lisa explains the importance of valuing team members and creating a fun workplace, which leads to happier employees and better customer service. (13:12) Lisa shares that they have increased their Facebook presence and engagement by over 450% through giveaways, tagging, and linking TikTok and Instagram. (17:55)

In this episode of Agents Influence podcast, host Jason Cass interviews Brad Burton, Motivational Speaker, and Author of 4 best selling business books. Episode Highlights: Brad shares his journey from a challenging past to becoming the UK's top motivational business speaker, bestselling author, and founder of a large business network. (3:19) Brad discusses the significance of conscious decision-making, and learning from mistakes, and shares a 24-second, 24-minute, and 24-hour decision-making strategy to enhance success in life and business. (8:41) Brad encourages people to let go of the past and negative experiences that weigh them down to make a mindful decision. (11:31) Brad explains how to embrace the present moment by using a 9-word tic-tac-toe grid exercise to reflect on personal growth and focusing on self-improvement. (16:01) Brad shares how he started his business 19 years ago and had to juggle various aspects of his life, including finances, emotions, and relationships. (19:03) Brad menti

How would you like to win 6 new clients via signed Broker of Record Letter in less than 6 months ... with even the smaller of these clients being $12,000 in annual revenue? Would that be OK with you? I'm sure it would! In this episode of the Millionaire Insurance Producer podcast, host Charles Specht interviews [Insurance Producer Rockstar] Rocio Luna, who is also an active member of the 12X Commission Mastermind (www.12x.club) community. Among other things, Rocio explains how she is utilizing social media to get her Micro-Niched prospects (plumbers and concrete subcontractors) to reach out to her directly in order to solve their worker's compensation problems. Episode Highlights: Rocio discusses discovering Charles Specht and the 12X Commission Mastermind via a YouTube video on cold calling and prospecting. (2:46) Rocio shares her insurance background, beginning as a claims manager and eventually becoming a sales producer. (4:11) Rocio mentions that listening to Millionaire Insurance Producer podcast e

In this episode, James talks with Micah Salas, Senior Vice President of Christensen Group Insurance and author of The Business Insurance Playbook. To learn more about Christensen Group Insurance, visit https://www.christensengroup.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: Micah shares that like most others, he got started in insurance, not by choice but for financial reasons. (4:11) Micah mentions that he completed a year-long training program that included everything from policy language to spending time with underwriters to learn about the operational side of things. (7:46) Micah discusses his experiences working at the world's largest insurance

LinkedIn is one of the absolute most potent tools out there for prospecting, whether in B2B or B2C. Unfortunately for most insurance producers, they either don't use LinkedIn at all, they use it poorly, or they come across as spammy. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will begin teaching you how to use LinkedIn to prospect better, close more deals, and build your Book of Business. Episode Highlights: Charles explains how he utilizes each social networking platform. (1:57) Charles considers LinkedIn as a fantastic tool to network and prospect. (10:05) Charles believes that it’s tough to utilize LinkedIn as a prospecting tool if you're not actively engaging with your prospects. (12:14) Charles discusses the value of micro-niching. (13:10) Charles believes that focusing on one area will help you succeed. (16:22) Charles shares that he will be releasing content on how to utilize LinkedIn soon. (18:02) Charles says that if we can give prospect

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Derek Hayden. Derek Hayden is a Certified Risk Architect at Dansig Insurance Risk Advisors and winner of The Protege Reality Show. I believe Derek is the epitome of a "Human-Optimized" agent.  This is a tremendous conversation with a tremendous independent agent. Don't miss this episode... Episode Highlights: Derek discusses the hard market, and how they prepared for it. (7:13) Derek mentions that clients are scared to make the first move, but it is now getting to the point where they are willing to open the box and see what can be done. (13:19) Ryan mentions that one mistake they made was spreading their premium out too wide, and if he could do it again, he probably would take half the carrier appointments and just dial in writing business with those carriers. (22:27)  Derek expresses frustration at the lack of give and take in the insurance industry and how carriers can just drop accounts after agents put in a lot of effort to m

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Charlotte Hicks, a Business Growth Coach and Digital Marketer at Nowpreneur. Charlotte talks to Teresa about her passion for helping agencies to brand themselves and her education regarding flood insurance with the National Alliance. Episode Highlights: Charlotte discusses her family's insurance agency, her work as a tax accountant, and her transition back to the insurance industry. (1:15) Charlotte encourages all insurance agents to offer flood coverage with every property policy and to educate their clients on flood risk and show them how floods can happen. (5:39) Charlotte explains that flood insurance is beneficial for agents, customers, and communities, as it protects them from uncovered losses and reduces the need for public assistance. (10:57) Charlotte discusses the importance of branding and marketing in the insurance industry and the need for companies to differentiate themselves from competitors by communicating th

This one-off episode details James’ experience with payments vendor Ascend.

In this episode of Agency Intelligence podcast, host Jason Cass interviews Cameron Pechia, Host of Get A Load Of This Trucking Podcast & Founder of Valley Trucking Insurance. Episode Highlights: Cameron explains how he came across Jason and the Agency Intelligence Mastermind group. (3:45) Cameron mentions that he's a partner and owner of a small agency that was established in 2000 by a group of agents who shared expenses and he is working to perpetuate and move the agency forward. (5:58) Jason explains how and why the Agency Intelligence Mastermind was created. (7:31) Cameron explains how focusing on a specific niche within their agency, cultivating relationships, and diversifying into multiple pillars has enabled them to scale their revenue and dominate the transportation industry. (10:30) Cameron mentions that he has created a separate division for trucking insurance with its own brand and his agency focuses its marketing and branding efforts on the trucking industry while also hosting a podcast t

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Carol Roth. Carol Roth is the Creator of the Future File® legacy planning system, a national media personality, a billion-dollar dealmaker, a brand spokesperson, an investor, a board member & bestselling author of The War on Small Business.  In this repeat visit to the podcast, Carol expands on your warning calls two years ago with the War on Small Business with her new book, You Will Own Nothing: Your War with a New Financial World Order and How to Fight Back. Carol is easily one of my personal favorite economic commentators for her real-world, pragmatic take without bias for political or word games. I highly recommend pre-ordering Carol's book: You Will Own Nothing: Your War with a New Financial World Order and How to Fight Back. You are going to love this conversation... Episode Highlights: Carol expresses her concerns about the changing global financial order and the possibility of a new financial world order. (5:21) Carol clarif