Agency Intelligence

In this episode of the "Stuff About Money" podcast, co-hosts Erik Garcia, CFP®, BFA™, ChFC® and Xavier Angel, CFP®, ChFC®, CLTC discuss key financial planning strategies for pharmacists at the start of their careers. They explore how to effectively manage income and expenses, set meaningful financial goals, and create a balanced budget to ensure a secure financial future.  Erik and Xavier also discuss the challenges of managing student debt and the importance of making informed financial decisions. With practical insights and tips, this episode is packed with valuable advice to help pharmacists build a strong financial foundation. Episode Highlights: Xavier explains how he began working with pharmacists, including the story of how he met his wife in a pharmacy. (03:00) Xavier emphasizes the importance of understanding your income and expenses as the foundation for building wealth. (07:00) Erik discusses the challenge of managing variable expenses and how they can derail financial goals. (16:00) Xavie

Check out: https://permissiongroup.com/permission-producer-school/ Imagine setting twice as many new business appointments with your prospects, tripling your win percentage, writing more accounts, writing larger-revenue generating accounts, and winning most (all?) of these new clients by signed Broker of Record Letter, rather than going through a normal quoting process. Sound to good to be true? Well, it's not. It's exactly what I teach and train my Producer clients to do. And, in this podcast interview, host Charles Specht will tell you what the one thing is that you need to do FIRST in order to make all of this come true. PS: The Permission Producer School starts on October 14, 2024. Don't miss out! Get registered at: https://PermissionProducerSchool.com Key Topics: The importance of choosing a micro-niche  How a focused niche helps create effective scripts, marketing, and branding Aligning your niche with your carriers' preferred markets for better results Examples of agents succeeding by specializi

In this episode, James introduces a fresh format for the Agency Freedom Podcast. He reflects on the podcast’s journey and shares plans for more concise, value-packed episodes moving forward. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: How the podcast started by helping agents transition from captive to independent Expansion to cover a wider range of topics like sales, marketing, and operations The shift from long interviews to shorter, more focused episodes Future episodes will feature real-life examples, lessons, and practical advice The new format will feature 10-20 minute episodes focused on delivering quick, actionable insights Encouraging audience input to shape futu

Asking for the signed BOR is part science and part art. And, timing is everything! You need to be careful to not ask too soon and also to not waiver on the fence of indecision by never getting around to popping the actual question. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you how to ask for the signed Broker of Record Letter at just the right time (not too soon and not too late) and how to ask with just the right words to get what you want. Why is this so important? Because ... you rarely get what you don't ask for! Also, PERMISSION PRODUCER SCHOOL launches on October 14th - 18th. Get registered before it is too late! Go to: www.PermissionProducerSchool.com Key Topics: Ask for the Broker of Record (BOR) letter at the right time to maximize success Help prospects recognize pain points with their current agent before asking for the BOR Position yourself as the solution with a clear 12-month service plan Asking too soon can be off-putting, but waiting to

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jay Mueller, CEO of Camargo Insurance the agency featured on the October 2024 front cover of Rough Notes Magazine.  Key Topics: Jay shares the honor of being featured in Rough Notes He talks about joining the family business and his passion for growth and travel Jay explains how he set up his agency to operate remotely from Spain He emphasizes building a strong, independent company culture The episode explores the challenges and benefits of remote leadership Jay highlights the role of an advisory board in his agency’s growth He outlines his goal to become the largest independent agency in Cincinnati Reach out to: Jay Mueller Jason Cass Visit Website: Camargo Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by The McGowan Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover. Produced

How did Ed McGrath lead BancFirst Insurance Services from $6 million to an astounding $33 million in revenue? Discover the secrets behind this monumental growth as Ed, the President and CEO, sits down with us to discuss the pivotal strategies and leadership decisions that made this transformation possible. You'll hear about the importance of an independent operational approach, the power of investing in new agents, and the unique leadership style that has driven their success. This episode promises valuable takeaways for any agency leader aiming to elevate their business and achieve ambitious goals. Join us for a conversation that could redefine your approach to growth and leadership in the insurance world. To learn more about programs that helped boost BancFirst's growth, visit www.sitkins.com To order your copy of our Best Version Possible book visit www.sitkins.com/bvp

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 this episode, James talks with Elis Umana, Insurance Specialist at Conexion Insurance Agency. To learn more about Conexion Insurance Agency, visit https://www.conexionins.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Elis's start in the insurance industry at 18, working in her father’s agency, and later launching her own agency. How online communities and Facebook groups helped Elis adopt new technologies, like AI, to grow her business. Implementation of GAIL, an AI voice technology, and Elis’s role in helping other agencies customize and utilize it. Educating Hispanic contractors on proper insurance coverage using real-world claim scenarios to overcome cultural barrie

MIND SET. You're either strong in the area of confidence and mindset, or you're a weak little puppy. Which one is it? Insurance agents who lack confidence tend to write fewer new accounts each year, they write smaller accounts, and they don't win many (any?) signed Broker of Record Letters. The opposite is also 100% true: Insurance producers who are confident and in the right frame of mind set more appointments and write more accounts, they write larger revenue accounts, and they win significantly more clients through signed Broker of Record Letter. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will not only tell you why MINDSET is so important for an insurance producer but he'll tell you the basic things you need to do -- today! -- in order to start dominating and winning! ---------- PS: Remember, the "PERMISSION PRODUCER SCHOOL" is launching on October 14, 2024. It will give you the blueprint for sales success which, in turn, gives you a strong mindset in order to do a

Shawn Fitzgerald of Sound Harbor Insurance is in a similar place to the majority of Getting Past the Premium listeners. He's four years into owning his own insurance agency. He faces growing pains. He's grown his team. And he's overcome a few obstacles. Shawn and Elliot talk through the most important actions you can take as a business owner – from finding a mentor, investing in yourself, focusing on goal-setting, and understanding your audience. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Sound Harbor Insurance: https://www.soundharborinsurance.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Shawn Fitzgerald: https://www.linkedin.com/in/shawnpfitzgerald 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

Unlock the secrets to agency growth and leadership success with Bart Straka, President and CRO of TRICOR Insurance. Discover how Bart navigated transforming from a producer to a leader at one of the top 100 agencies in the country. Learn how the agency has expanded to 32 locations and 310 employees, with an impressive projected revenue of $58 million, and the pivotal role a strong agency culture plays in this remarkable journey. Highlights include: (00:01) Agency Growth and Leadership Success (06:34) Building Success Through Growth and Development (17:14) Navigating Challenges and Opportunities in Insurance (29:14) Optimizing Agency Efficiency and Growth (40:14) Impactful Relationships in Professional Growth Delve into the multifaceted challenges and opportunities within the insurance industry, such as talent acquisition, market unpredictability, and the lag in technology adoption. Hear Bart's perspective on transforming these hurdles into growth opportunities through proactive strategies and ensuring the r

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA, ChFC®, welcomes back Carey Wallace to tackle the question: Should your insurance agency be your only retirement plan? Carey shares her expertise on diversifying retirement strategies, the risks of relying solely on your agency, and the importance of planning for a secure financial future. Erik and Carey discuss practical steps to evaluate your current retirement approach, explore alternative investment options, and ensure a balanced financial strategy. Learn how to prepare for a successful retirement and maximize the value of your agency with insights from Erik and Carey's experience in financial planning and agency management. Episode Highlights: Carey discusses the importance of understanding your agency's true value early. (3:24) Carey talks about the factors that determine an agency’s valuation, including profitability, transferability, and growth. (6:00) Carey shares her experience working with clients to prepare thei

In this episode of Agency Intelligence podcast, host Jason Cass chats with Kelly Donahue-Piro, President of Agency Performance Partners about annual strategic planning for your agency. To learn more about the Agency Performance Partner’s Strategic Planner to build, execute, and stick with your agency’s annual plan visit: https://www.agencyperformancepartners.com/insurance-agency-strategic-planning/ Get 20% off until 12/31/24 with code: Agency Intelligence Key Topics: Exiting the hard market in 2025 requires proactive growth plans as rate increases will no longer drive growth Prioritizing client retention through proactive renewal reviews to avoid losing clients as market conditions stabilize Addressing staffing issues by filling skill gaps and leveraging virtual assistants to ease workloads Agency owners must lead decisively, creating clear plans without relying too much on staff opinions Analyzing agency operations, including revenue per team member, to improve efficiency and optimize growth Improvi

Cold Calling is never much fun, but it can become your pot of gold at the end of a rainbow if you can figure out the proper Script and get your delivery of the Script down pat with both enthusiasm and confidence. Most insurance agents have a lame, tired, and worn-out Script that makes them sound like every other agent out there. Don't be that agent! In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will give you actual examples of what your C3 (Cold Call Carrot) and Script should be in order to be more successful when cold calling. Then, Charles will walk you through how to overcome the two main Objections you will hear: 1) We're happy with our agent, and 2) Now is not a good time. These will help you set more new business appointments with less time prospecting. PS: The "Permission Producer School" is getting ready to launch on October 14th, 2024. Are you signed up yet? Charles Specht created (and will teach) the Permission Producer School as an intensive 3-week training pr

From brand awareness to sales activities to written revenue, what you measure and how you measure it will change. But the reason behind sales analytics doesn't change: You want to know how much it costs to bring in new clients, and what revenue those new clients will generate.  Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins the show this week to break down how Ellerbrock-Norris is tracking its sales goals. At the end of the day, knowing how many top-of-funnel activities it takes to generate bottom-of-funnel revenue can be a game changer for your agency. 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. Bro

In this episode of Agency Intelligence podcast, host Jason Cass takes listeners on a journey through recent personal and professional experiences, while driving a U-Haul through Georgia.  Key Topics: Jason navigates driving a U-Haul through Georgia, recording the podcast under unique circumstances. Jason reflects on a year of significant business highs and lows, underscoring his responsibility towards his employees during growth periods. The episode explores key leadership qualities, such as prioritizing team well-being over business metrics. Jason recounts the complex and emotional process of legally aiding his Cuban friend’s family in emigrating to the U.S. A personal decision to relocate back to Illinois from Florida highlights the interplay between personal life and professional decisions. Encouragement for listeners to pursue passions and face challenges, drawing from Jason's experiences of overcoming hurdles. Reach out to: Jason Cass Visit Website: Agency Intelligence Produced by PodSquad.fm

In this episode, Brent Kelly is joined by Mark Rollins, a former highly successful insurance agency leader and current founder of Retirement Transformed. Mark, also the author of The Evolving Man, shares insights that go beyond the usual financial aspects of perpetuation. Together, they explore the emotional and spiritual journey leaders face when transitioning from agency ownership, diving deep into vulnerability, authenticity, and the personal impact of retirement. Rollins reflects on his own agency success, while emphasizing the importance of identity, purpose, and staying active in retirement. Tune in for a conversation that will inspire you to rethink how you approach both your professional legacy and personal growth. To learn more about Mark's company visit https://retirementtransformed.com/ To book your agency assessment with one of our coaches visit https://www.sitkins.com/bookacall

This is take 2 on “what keeps you up at night?”. The DIPP crew discusses major industry issues including the rise of vehicle theft, OPCF 49, broker cancellation as a way to manage carrier profitability, embedded insurance, connectivity and technology progress. If that wasn’t dark enough for you, the team also discusses potential existential threats such as earthquake and banking collapse.

In this episode, James talks with Maverick Pitchford, Principal Agent at Bison Ridge Insurance.  Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Maverick's transition from a captive agent to launching his independent agency. The unique branding philosophy of Bison Ridge and its commitment to tackling challenges head-on. Discussion on the importance of community involvement and how personal relationships influence business operations. Maverick’s approach to customer service and adapting to clients' needs in a modern digital landscape. The role of technology and AI in enhancing the efficiency and reach of insurance services. Challenges faced in maintaining growth momentum and

Check out --> www.permissionproducerschool.com Congratulations! You got hired at your agency. You're now an insurance producer. Ummm, what comes next? Well, that's the dirty little secret of most insurance agencies around the USA and Canada. The problem is that most agencies have no plan for their new producers, and these new producers have no experience in insurance as well as little-to-no experience in sales. And that, my friends, is a recipe for a straight up career-ending disaster! In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will share the basic steps needed for a new(er) insurance producer to write $100,000 of gross commission in his/her first 9-12 months on the job. It's all about creating the sales system for guaranteed success, also known as the Permission Sales Framework. To learn more, go to --> www.permissionproducerschool.com Key Topics: Importance of having a clear minimum revenue threshold to avoid wasting time on small, unprofitable accounts. Unders