Agency Intelligence

Cyrus Jaffery, Founder and CEO of Jaffery Insurance, grew up in the captive agency model before breaking out to start his own agency. Cyrus joins Elliot this week to talk about what he learned in that captive environment that's created his approach to growth today. They cover "daily non-negotiables" and how they should directly tie to the growth of your agency – and how to ensure your team is living up to your standing of these daily needs. They also cover hiring, training, creating an excellent service model and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Jaffery Insurance: https://jafferyinsurance.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 Cyrus Jaffery: https://www.linkedin.com/in/cyrus-jaffery-02840365 This episode is sponsored by LAUNCH. In th

In this episode of Power Women In Insurance, Teresa Kitchens interviews Andrea Vargas, CEO of TTC Leads. Andrea and Teresa talk about how partnering in life and business with Ryan Saridakis and then continuing to build that business after his passing has created the business of her dreams. Key Topics: Andrea's unconventional entry into the insurance industry through family connections and early influences The role of mentorship and the pivotal influence of Patrick Bet-David in her career orientation Development of a non-traditional career path, avoiding college and direct recruitment into the industry Transition from being heavily recruitment-focused to prioritizing substantive, service-oriented business in insurance Insights into personal growth, the impact of significant relationships on professional paths, and navigating business after the loss of a partner Strategies for fostering a positive and productive workplace culture The balance of personal well-being with professional responsibilities in l

This episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast! Co-Host Danny Lawrence sits down with Chris Senkbile, Founder of Ferro. Chris discusses how Insureds, brokers, insurers, and insurtechs are all driving change in the insurance industry, leveraging advanced technologies to enhance efficiency and customer experience. Success with technology is found in big data initiatives by companies like Verisk, AXA/AWS, and Salesforce/Informatica, which are optimizing data analytics, improving decision-making, and streamlining operations. Episode Highlights: Chris's background and transition into insurance technology Experiences and challenges with technology adoption in insurance agencies Discussing big data's role and who it serves in the insurance industry The impact of technology on the insurance broker's role and client interaction The potential of Salesforce and other technologies to transform agency management systems How insurance companies and brokers are adapting to technological advance

In this episode of Agency Intelligence podcast, host Jason Cass discusses the integration of Artificial Intelligence (AI) and Robotic Process Automation (RPA) in insurance agencies and how these technologies enhance productivity and efficiency, with real-life examples and practical applications that can transform agency workflows. Key Topics: Understanding the broad applications of AI in insurance agencies The distinction between licensed and unlicensed tasks in agency operations Implementing AI and RPA to enhance operational efficiency Case studies on the financial impact of AI integration in agencies Future predictions for AI and automation in the insurance industry Practical tips for agencies to adopt and adapt AI technologies Overview of upcoming IndieTech and resources for further learning about AI in insurance Reach out to: Jason Cass Visit Website: IndieTech 2024 Agency Intelligence Produced by: PodSquad.fm

We all want our kids to develop healthy money habits. We want them to grow to be financially independent humans. They need to develop the skills to face life's financial challenges while the consequences are not too costly. But where do we start? Can Taylor Swift help us in our efforts? Is there something to learn from Erik’s gardening hobby?  In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC address a common question they receive from their clients, “How do I teach my kid about money?” Listen in as Erik shares his top 3 money strategies for a parent to teach their kids while Xavier offers some practical action steps. May your kids and Erik’s avocado tree be resilient and fruitful. Episode Highlights: Erik discusses the importance of teaching children about the value of money through rewards and exchanges. (9:43) Erik encourages parents to model healthy financial behaviors and habits for their children, highlighting the importance of effectively a

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 throwback 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, special

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Emily Koleno, Clint Paskewitz & Bryan Graham of Associated Insurance Services, the agency featured on the June 2024 front cover of Rough Notes Magazine.  Key Topics: Clint reflects on the historical significance of Rough Notes Magazine as a mentor throughout his career Bryan shares his pride and excitement about the agency's national recognition Insight into the agency's growth, culture, and how their roles have evolved over the years Discussion on the challenges and triumphs of maintaining a niche focus within the insurance industry The team's strategic approach to community involvement and creating a workplace culture that fosters belonging and teamwork Reach out to: Emily Koleno Clint Paskewitz Bryan Graham Jason Cass Visit Website: Associated Insurance Services Rough Notes Magazine Episode Sponsors: The McGowan Companies – Insurance Products: This episode is broug

This is the final of three episodes recorded live in New Orleans at Accelerate presented by NetVu and Vertafore. In this episode, James talks with Syd Roe, Director, Agency Marketing at Vertafore. To learn more about Vertafore, visit https://www.vertafore.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: Syd Roe's career journey from family insurance agency to Vertafore The creation and mission of AgencyOne at Vertafore Challenges and solutions for integrating various tech products in insurance The role of data and technology in the future of insurance agencies The importance of offering choice and independence in insurance technology How Vertafore’s Orange Partner Program

Are you an advisor or a salesperson? Ellerbrock-Norris' Ryan Brott, Chief Growth Officer, joins Elliot Basset to discuss the difference between the two, the problem that plagues the insurance industry, how to transition to an advisory model, roadblocks along the way and more. Learn how you can step out of a "producer" role and focus on running a business rather than a book of business. 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. 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

In this episode of Agency Intelligence podcast, host Jason Cass discusses the critical aspects of workplace culture, employee expectations, and the integration of technology in the insurance industry.  Key Topics: The critical role of company culture in employee satisfaction Employees' core needs: culture, opportunity, and money Benefits of a three-day off week for work-life balance Necessity of technology in modernizing insurance agencies Challenges in flexible work schedule implementation Understanding Generation Z's unique work ethic Effective strategies for building a supportive work environment Reach out to: Jason Cass Visit Website: IndieTech 2024 Agency Intelligence Produced by: PodSquad.fm

Asking for the signed Broker of Record Letter is hard enough, but what do you do if the prospect actually says no? Do you have a 'Plan B' or do you just rollover at that point and agree to blindly offer quotes? I would tell you that you need to stick to your guns, do not quote (yet), and utilize a 'Plan B' so the prospect will make a choice in your favor after they get a chance to test your Bugatti-like services. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht teaches not only what the 'Plan B' ought to be but he'll give you the exact script to use when creating your own personalized 'Plan B.' MOREOVER..... stay tuned at the end to hear about the "Broker of Record Letter BOOTCAMP" Charles is putting on 3/24/23. You won't want to miss this one! For more details on it this live BOR training, check out: brokerofrecordletter.com Episode Highlights: Charles explains that Plan A is to have a strategy prepared for getting the Broker of Record letter signed on the first

Recorded live on location at Accelerate 2024 in New Orleans, LA. In this episode, James talks with Raution Jaiswal, Founder of InsuredMine. To learn more about InsuredMine, visit https://www.insuredmine.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: InsuredMine’s emphasis on serving larger agencies with a minimum of 10 seats to deliver more significant value Noteworthy adoption among top agencies, with 14 out of the top 50 using InsuredMine Flexible platform configurations allow customization to fit diverse agency workflows Upcoming CRM 2.0 features include advanced deal predictability and enhanced data integration Continuous enhancements driven by user feedback, aiming

Have you ever gone through a season of prospecting where you weren't actually prospecting? You were doing -- I don't, know, whatever -- but just not a lot of reaching out to prospects? Yes, I think we all have experienced that from time to time. Today I had a coaching call with a new producer who has been in the business for about 8 months ... and I had to light him up! He's being lazy, reactive, and not doing the work that Producers are supposed to do. We all go through seasons like that. If you're in that season right now then GET OUT OF THERE RIGHT NOW!!! Enough is enough. Your weak efforts are hurting my ears. In fact, my own weak efforts hurt ever more. We (you and me both!) can do better. So let's. Also, be sure to check out www.microniche.club and sign-up for a training I'm going to be given about how to choose your most profitable Micro-Niche. I'm also going to be giving people my "go to" Script that almost sets more new business appointments than anything else. Again, go to: www.microniche.club Key

In this solo episode of the Insurance Producers Podcast, your host Cyrus Jaffery takes the mic to delve into the complexities of the current insurance landscape. With the industry facing a challenging hard market, Cyrus shares invaluable insights into how insurance producers can navigate this terrain with finesse.

Scaling a business is all about understanding your ideal client. "It's called a book of business, not a book of sales," says Guffy Wright, National Sales Leader at The Mahoney Group. Guffy joined us to discuss how he's using a focus on people and treating his book of business as just that – a business. Learn how he's providing value to clients, defining his ideal client, scaling his business and finding success. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com The Mahoney Group: https://www.mahoneygroup.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 Guffy Wright: https://www.linkedin.com/in/guffy-wright-752679b This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets a

Money is a flash point in marriages. Throw in income disparity between spouses and you have even more opportunity for complex, emotionally charged conflict. In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, ChFC®, BFA™ and Xavier Angel, CFP®, ChFC®, CLTC, invite Dr. Matt Morris, couple's counselor and perennial contributor to the show, to discuss potential pitfalls for couples if they are not engaging in regular, healthy conversations about money. You will walk away with an awareness of areas you can afford to grow in with a list of strategies and tactics to reduce money friction in your relationship. Episode Highlights: Dr Matt notes that couples are increasingly discussing financial matters, such as debt and income, during premarital counseling, as they often marry later and are more financially stable. (06:58) Dr Matt explains that individuals who depend financially on their partners often experience complex emotions, including guilt and unease, due to concerns about their contribut

Join Cyrus Jaffery on the Insurance Producers Podcast, sponsored by Quotamation, as he sits down with Jason Cass. In this episode, Jason shares expert advice on delegation, time blocking, and consistency in the insurance industry. Discover actionable strategies for boosting productivity, overcoming challenges, and staying focused amidst industry shifts. Don't miss Jason's insights on the truths of insurance and the growth of Indy-Tech at the upcoming conference. Tune in now!

Admit it. Go ahead. Admit that you win a lot of new business by being the agent who offers a cheaper priced quote than your competitor. It's ok. Go ahead and admit. Why? Because that's a good thing. A very good thing. Price is very important. Price is so important, actually, that you'd be doing yourself a disservice to ignore it. In fact, you will set far FEWER new business appointments if you do NOT talk about price.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht talks about why and how you should prospect on price, and how to use it to set more new business appointments going forward. (And, he even gives you a few examples to use toward the end!) Episode Highlights: Charles explains that most insurance agents do not build a book of business being more expensive than the incumbent agent. (2:28) Charles discusses the importance of understanding and admitting that pricing is very important in prospecting and setting appointments. (4:07) Charles explains that

In this episode, James talks with Chris Cline, the Executive Director of the Agents Council for Technology with Big I. To learn more about Agents Council for Technology with Big I, visit https://www.independentagent.com/act. 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: Introduction to Chris Cline and his role as Executive Director of the Agents Council for Technology with Big I The Big I’s national model and its impact on State Chapters Chris Cline's diverse career journey The inception and evolution of technology in insurance Impact of relationships and networking in the industry Future of the Agents Council for Technology and its role in enhancing industry collaboration

(First, go check out www.microniche.club to see what this is all about) - Do you feel like you're struggling setting enough new business appointments or not winning enough new clients? If that's the case for you, I would say it's likely due to a lack of focus in a narrowly defined Micro-Niche. Most producers struggle or don't make the kind of income they want or know they're capable of making because they are prospecting on the WRONG types of accounts.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you about why you need to choose a Micro-Niche in order to accelerate your sales career and make more commission. And, the starting point for you is to first visit: www.microniche.club Key Topics: Micro-niche importance - check out www.microniche.club Leveraging micro-niches for business growth Effective strategies for selecting a micro-niche Success stories from micro-niche strategies Impact of micro-niching on appointment setting and client acquisition Long-