Agency Intelligence: The Insurance Podcast Network Agency Intelligence

In this episode, James talks with Tyler Woodall, Founder of Agency Aid. To learn more about Agency Aid, visit https://agency-aid.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:

Tyler's entry and evolution in the insurance industry

Transition to agency ownership and adoption of VAs during COVID

Challenges of managing an insurance agency and solutions through VAs

Development of a comprehensive training program for VAs

Decision process and execution of selling his insurance agency

Use of remote talent in the insurance industry

Overview of Tyler's current business, Agency Aid, and its offerings

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 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 client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.

THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.

Visit https://getlaunch.io/ to learn more.

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 leadership roles


Connect with:

Andrea Vargas

Teresa Kitchens


Visit Websites:

TTC Leads

Sterling Insurance Group



Produced by: PodSquad.fm

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 advances

Perspectives on future technology integration and collaboration within the industry

 
Resources Mentioned:


Chris Senkbile LinkedIn

Ferro


Danny Lawrence LinkedIn

Reach out to Mitch Gibson




Produced by: PodSquad.fm

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 aligning actions with advice to teach kids about money management. (16:24)


Erik advises parents to approach their children's spending decisions without judgment, promoting thoughtful spending by encouraging kids to reflect on their purchases and learn from their own experiences with money. (26:05)


Xavier discusses teaching children to manage their finances by dividing their income into savings, spending, and special purposes. (28:15)


Erik explains the importance of teaching children delayed gratification through saving, emphasizing self-control, and prioritizing financial goals over instant spending. (31:58)


Xavier mentions that it's important for children to manage digital transactions at cashless events, emphasizing the need for budgeting and understanding the value of money to avoid overspending. (36:30)


Erik suggests involving children in family financial goals and decisions to help them understand prioritization and the trade-offs involved in saving for specific objectives, such as vacations or college. (41:16)



Key Quotes:

“More and more kids, they have these debit cards and it has their name on it, but it's attached to the parent's account. I think that is a great way for us to begin teaching children about the value of a dollar.” - Xavier Angel, CFP®, ChFC, CLTC

“We constantly need to be reminded of what we should be doing with our money. It's easy to get distracted, especially in this world where the kids have money to spend.” - Erik Garcia, CFP®, BFA

“A very important skill in our culture is to be able to see something and not need to have it immediately.” - Erik Garcia, CFP®, BFA


Resources Mentioned:

Erik Garcia, CFP®, BFA

Xavier Angel, CFP®, ChFC, CLTC

Plan Wisely Wealth Advisors