Agency Intelligence

In this episode, James talks with Patrick McBride, Agency Owner of The McBride Agency. To learn more about The McBride agency, visit https://themcbrideagency.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: Patrick discusses his background and why he values legacy. (2:29) Patrick believes that being a captive agent was great for him and if he hadn't been captive first, he wouldn't know what he knows now or be who he is for his clients, team, and community. (5:51) Patrick discusses his decision-making process in transitioning from the captive side to the independent side, as well as the training and onboarding he had before starting his own agency. (7:34)

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Stephen Turnbull Stephen Turnbull is the founder of T5 Insurance, At T5 Insurance, their motto is three simple words. Understand. Educate. Protect. T5 will take the time to understand your risk to be able to properly educate you on all of your options to provide the best protection for you, your family, or your business! This is an incredible conversation, don't miss it... Episode Highlights: Stephen share that he started T5 out of a desire to do business differently and it's been a roller coaster, but rewarding and exciting. (8:10) Stephen mentions that it is important to enjoy the journey and to constantly remind yourself of the end goal to get through difficult times. (13:09) Stephen discusses his experience with changing his CRM system when starting his own agency. (19:31) Stephen explains that he attributes some of their success to the unintentional branding of his name, rather than just being known as part of the agency. (22:

No, your prospects don't really HATE you. Nope, they don't LIKE you, either. Moreover, they probably don't KNOW you from Adam (whoever that guy is). The real issue, however, is that your prospects don't TRUST you. And, why don't they trust you? The answer to that question -- as well as how to fix it -- is what host Charles Specht will teach you in this throwback episode ... which is all about Mastering the Art of Persuasion. Episode Highlights: Charles shares how to turn prospects into clients. (1:03) Charles talks about rude prospects and making them do business with you. (4:19) Charles shares tips on how to understand phrases from prospects and what they really meant to say during a call. (10:04) Charles shares about the C3 or the Cold Call Carrot. (12:04) Charles talks about mergers and acquisitions. (16:21) Charles states that the size of your book of business is dependent upon your ability to persuade. (20:12) Charles elaborates on the advantage of being able to persuade. (23:40) Charles

In this episode of Power Women In Insurance, Teresa Kitchens continues her discussion of the book, "Overcoming Underearning".  Episode Highlights: Teresa explains that Overcoming Underearning does not imply that a person is unsuccessful, but rather that they are not giving themselves enough credit and are not managing their personal lives and finances in a way that allows them to achieve their goals. (1:10) Teresa mentions that in order to apply the knowledge from “Overcoming Underearning”, it is necessary to be a person of action and create a game plan for how to grow in the future. (5:26) Teresa believes that having a plan of action will assist individuals in getting where they want to go, which is critical in getting anybody through the process. (8:19) According to Teresa, the book “Overcoming Underearning” teaches the importance of respecting and appreciating money by taking good care of it and developing habits that will get you where you want to go. (13:59) Teresa discusses an exercise in the

In this episode of Agents Influence podcast, host Jason Cass interviews Aubie Knight, CEO of Independent Insurance Agents of North Carolina, and Pat Cline, Director of Accelerator Operations at Independent Insurance Agents of North Carolina. Episode Highlights: Aubie explains that The Independent Insurance Agents of North Carolina is an insurer tech accelerator that helps independent insurance agents have a voice in the development of new technology to strengthen the distribution system. (2:19) Aubie shares that he is part of an organization called "101 Weston Labs" which aims to support insurance innovation and independent agents in the next generation. (8:30) Pat discusses the 101 Weston Labs program which provides mentorship, coaching, access to technology for independent insurance agents, and aims to enable agents to become involved in the technology that will be in their future and put good technology into their hands to create a better customer experience, have better processes and be more efficie

Wouldn't it be great if we could get you a steady flow of business owners to reach out to you to schedule appointments, rather than you contacting business owners who don't know you, like you, or trust you yet? Of course, it would be! It would make everything easier: setting appointments, building rapport, getting more signed BORs, winning business, etc.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will not only tell you why you should contact associations about becoming their endorsed insurance provider, but he tells you exactly how to do it in such a way that the association leadership will even give you a copy of their active membership list. Episode Highlights: Charles discusses the significance of prospecting and appointment setting for insurance agents. (2:07) Charles explains how associations add value to their members and how insurance agents become endorsed agents for these organizations. (4:50) Charles mentions the advantages of association endorsements,

In this episode, James talks with Kimi Donahue, Sr. Agency Success Manager at Openly. To learn more about Openly, visit https://openly.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: Kimi discusses what led her to the insurance industry and her experiences along the way. (2:30) Kimi shares how her experience with State Farm has helped her throughout her insurance career. (8:42) Kimi mentions that the best part of her move to American Family Insurance was the chance to start her own agency. (11:15) Kimi explains that if you're leaving the captive world and going independent, it's important to keep your networks and let your referral partners know so the

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Michael Malfa. Michael Malfa is the CEO and co-founder of Boardwalk Insurance, an independent insurance agency located in Ontario, Canada. I think Michael's LinkedIn bio says it all, "Championing change, always looking for new, efficient ways to deliver enhanced customer experiences. As technology evolves, so must we. Our goal is to leverage technology and make it our ally, rather than our enemy." We get down on many different topics associated with the digital production of insurance business. You're going to love this one... Episode Highlights: Michael discusses his experience in commercial brokerage and what led Boardwalk Insurance to develop its own unique solution and technology. (7:12) Michael discusses the process of creating the technology that will provide producers with the tools they need. (12:29) Michael explains that insurance risk management is a long-term investment and that it is essential for future-proofing the bus

In this throwback episode of Power Women In Insurance, Teresa Kitchens discusses what underearning is and why it is so important to see the signs of it so we can fully achieve our goals. Episode Highlights: Teresa mentions that, in her opinion, Overcoming Underearning is about becoming entirely who she wants to be, not simply about money, finances, or treating herself well. (4:54) Teresa reminds everyone that being an underearner does not mean that people are unhappy with their current situation; rather, it indicates that they are earning less than they could or should be earning. (6:13) Teresa shares that she loves the second portion of the book because it truly talks to us about how stating the truth is the beginning of saying “I want more”. (8:10) Teresa explains that we must also consider what we want to include in our financial future. (15:57) Teresa discusses the part of the book that touches on the importance of writing down every fear we have in our heads. (21:56) Teresa mentions that the

In this episode of Agency Intelligence podcast, host Jason Cass interviews Jake Jines, Commercial Risk Advisor at The Insurance Alliance. Jake shares what led him to enter the insurance industry and what his goals are as a young producer. Episode Highlights: Jake shares that he is an iPhone user, and as a young producer, he loves to win. (3:08) Jake explains why skill has been a bigger factor in his life and where he is today. (4:32) Jason shares how he met Jake and how he was recruited to work at The Insurance Alliance. (5:06) Jake shares his backstory, from being at school to landing a job and being granted an opportunity in the industry. (7:13)  Jake explains why, despite having very little knowledge about the industry, he took the opportunity to be part of it. (10:06) Jake shares that he is currently trying to figure out a niche that would genuinely work for him and that he could bring value to (14:01) Jake recalls the days when he worked at Abstract during COVID and how it was related to bri

Most insurance producers don't work on their personal development, let alone their sales development. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you how to achieve 1% weekly growth in various areas of your selling process in order to be 50% better at selling insurance, just one year from today.  Episode Highlights: Charles gives some tips on how producers might double their commission winnings next year. (3:50) Charles discusses the concept of compound interest. (6:06) Charles discusses where you should start working on improving by 1% per week. (8:39) Charles explains the significance of micro-niche selection. (10:23) Charles discusses the creation of your value differentiator. (11:42) Charles talks about scripting and messaging. (14:11) Charles discusses the seventh way for generating a 1% rise every week and generating 50% more revenue. (16:51) Charles mentions that most insurance salespeople do not have a strategy for leading a

In this episode, James talks with Stephen Sedlak, President of Workcompology. To learn more about Workcompology, visit https://workcompology.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: Stephen shares his background and how he got into the insurance industry. (2:12) Stephen mentions that at ADP, he learned "the answer is always yes," which has served him well in his career. (7:26) Stephen discusses how he started writing his book "The Work Comp Control Effect" and how he utilizes the book for marketing. (12:32) Stephen mentions that there is no right or wrong way to write a book and that the most important thing is that you're writing something that

In this episode of The Ryan Hanley Show, Ryan Hanley sits down with Izik Lavy. Izik Lavy is the CEO and founder of GeoX Innovations. GeoX experts use machine vision and deep learning technology to automate fast and accurate extraction of 3D objects from aerial imagery and create worldwide property databases. This property data is for Insurance companies to study property features, get current property intelligence, effectively process claims, streamline underwriting, and evaluate risks resulting in significant cost reductions and lost revenue capturing. Don't miss this conversation... Episode Highlights: Izik mentions that the goal of GeoX Innovations is to help insurance carriers offer better insurance and understand risks better, and help carriers predict events and notify their clients to take proactive measures. (3:47) Izik explains that his passion for geospatial and public information led him to create something valuable that protects people's lives and properties through the insurance industry.

In this throwback episode of Power Women In Insurance, Teresa Kitchens discusses what underearning is and why it is so important to see the signs of it so we can fully achieve our goals. Episode Highlights: Teresa shares how reading Barbara Stanny's book Overcoming Underearning has changed the way she thinks about herself, her business, and what she wants to accomplish in the insurance industry. (00:11) Teresa explains that the book begins with a great parable, and it's truly about how we as people become overwhelmed by "what if," "maybe I can't," or "what if I don't?". (3:34) Teresa mentions that she loves the definition of stress in the first section of the book because it says stress is underearning and worrying about the future, and she can relate to it because she always worries about the future. (6:12) Teresa explains that underearning is a side result of not living our full potential, but we must remember that everyone has their own goals, perspectives, and way of reacting to things, and they r

In this episode of Agents Influence podcast, host Jason Cass interviews Jacob Simon, Founder & CEO of Adapt API. Episode Highlights: Jacob explains that Robotic Process Automation (RPA) software automates manual processes like data input, client updates, and email management, freeing up time for more productive work. (4:16) Jacob mentions that insurance agencies can save time by automating operations like claim screening and report organization using bots. (6:45) Jacob explains that Adapt API provides solutions to minimize missed notifications and other issues. (9:50) Jacob explains that Adapt API’s service costs depend on the agency's performance, and the return on investment is normally $4-10 dollars for every dollar spent. (12:17)  Jacob shares how their platform can quickly and effectively connect with an agency's workflow, enabling fast access to data with no continuing setup or training in 30 minutes and through email or Zapier. (15:16) Jacob offers loyal listeners 10 free hours (600 minutes

Are you an insurance agent who has had moderate success selling insurance, but you just know you're not reaching your full capacity? Do you not have a strategic plan, or a step-by-step process to win new business, and you're merely quoting but not winning? That was the experience of Daniel Brookman, before joining 12X Commission Mastermind and implementing the training. Now, he's winning signed BOR's and building his Book of Business.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht interviews Daniel to find out what is working for him now, what is he saying, and why did that large manufacturing account sign his BOR during their first meeting! Learn more about the 12X Commission Mastermind at this link: 12x.club Episode Highlights: Charles explains that in order to be a successful insurance agent, it is crucial to ask for what you want and to be a hunter, rather than a gatherer. (2:02) Daniel shares that he is an experienced insurance agent from Ohio, specializing in l

In this episode, James talks with Wade Millward, CEO and Founder of Rikor. To learn more about Rikor, visit https://www.protectmyfranchise.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: Wade shares about his past missionary work in the Philippines, how he met his wife, and what led him to the insurance industry. (3:33) Wade explains that he is very interested in innovation and making new technology that gives clients more value. (10:36) Wade discusses what inspired him to start Rikor, the franchise insurance compliance company. (16:48) Wade shares an interesting story of how, with the support of his developer, he was able to build a tech team in China

Aaron Gordon is the Vice President of Gordon Companies. Aaron Gordon is one of my favorite people in the insurance industry...The dude bleeds the independent insurance agency. And while Aaron may come from a traditional agency, his thoughtful design has prepared the Gordon Companies for massive growth in the future. This is a TREMENDOUS conversation you don't want to miss.. Episode Highlights: Aaron mentions that he is fascinated by people who do alternative living and make a living through YouTube content creation. (10:15) Aaron discusses content creation for insurance agencies and the importance of ensuring that the content being created is actually a business and not just for fun. (14:33) Aaron emphasizes the importance of building a brand through social media and the impact it can have on attracting potential customers, even if they may not immediately engage with content or make purchases. (17:25) Aaron discusses the value of effective sales scripts and the importance of not being too pushy. (

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Abby Wheeler, Co-Founder of Market Retrievers. Abby and Teresa talk about her company Market Retrievers and how they help agencies find their Marketing voice. Episode Highlights: Abby shares that her first job was with the state association for independent insurance agents, focusing on social media and SEO. (2:03) Abby explains that people are concerned with ROI, so it is important to have a digital footprint that is more than just a website. (7:06) Abby mentions that social media is essential for agency growth, it is also a credible source for other people to see that a company is doing something that works. (11:08) Abby discusses how she makes sure that the whole team is involved in social media. (15:00) Abby explains why men can be more resistant to change than women. (20:25) Abby shares how Market Retrievers brings together social media opportunities for virtual agencies or agencies that may not all sit in the same lo

In this episode of Agents Influence podcast, host Jason Cass is joined by Garrett Droege, Director of Innovation at IMA Financial Group, and Ruben Hassid, Founder of AI Chat.