Agency Intelligence: The Insurance Podcast Network Agency Intelligence

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Shawn Myers, CEO of Iron Insurance Partners, the agency featured on the May 2024 front cover of Rough Notes Magazine. 

Key Topics:

Shawn Myers reacts to his agency being featured on Rough Notes Magazine's cover

Discussion on the merger that formed Iron Insurance

Examination of the synergies between merged agencies

Overview of Iron Insurance's risk management strategies

Importance of culture and team dynamics in management

Introduction of a producer pathway to ownership

Insights into the agency's community engagement and philanthropy


Reach out to:

Shawn Myers

Jason Cass


Visit Website:

Iron Insurance Partners

Rough Notes Magazine



Episode Sponsors:

The McGowan Companies – Insurance Products: This episode is brought to you by The McGowan Companies. For more information about our new, exclusive cannabis insurance product, visit mcgowanprograms.com/frontcover

Fortegra: This podcast is sponsored by Fortegra. For over 45 years, we’ve delivered innovative risk management solutions. Fortegra is more than a specialty insurer – we’re the partner committed to your success. 
 

Produced by PodSquad.fm

Where are we at in the AI journey in the insurance industry? Aaron Ammar, Co-Founder & CEO at Brightside AI, joins the show to discuss AI's adoption, the right vs. wrong debate, the rapid pace that AI is evolving, efficiencies in your agency, and more.

Enjoy the episode!

Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Brightside AI: https://brightsideai.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
Aaron Ammar: https://www.linkedin.com/in/aaron-ammar-14a41022

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 Agents Influence podcast, host Jason Cass interviews Jackson Fregeau, 
Co-Founder & CEO of Quandri.

Key Topics:

Background of Jackson Fregeau and the inception of Quandri.

The evolution and potential of RPA in financial services.

Challenges and solutions in deploying automation in the insurance industry.

Quandri's specific automation solutions for insurance agencies.

The role of RPA in reducing manual tasks and increasing operational efficiency.

Future prospects for RPA technology in various sectors.

Discussion on industry adaptation and the integration of new technologies.


Reach out to:

Jackson Fregeau

Jason Cass


Visit Website:

Quandri

Agency Intelligence



Produced by: PodSquad.fm

In this candid and revealing conversation, James interviews the three most senior members of the RiskWell team. This special two-part episode gets into origin stories, and personal anecdotes and goes deep into how RiskWell operates in the marketplace.

To learn more about RiskWell, visit https://www.riskwell.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:

Introduction of the Executive team at RiskWell and their roles in the agency

Reflections on the growth and evolution of the podcast from its early episodes

The challenges and advantages of working remotely and the dynamics it brings to the team

Insights into the culture of innovation and willingness to experiment within the agency

Discussion on the impact of personal growth on professional development within the company

Exploration of the unique management style and team interactions at RiskWell

Plans and visions for the future of RiskWell and its continued evolution

Lies, lies, and more lies. So very often that's all we hear from our prospects. It happens to you and it happens to your competitors. But, there is definitely something you can do to make it happen much less often and--even--use it to win more signed Broker of Record Letters.

In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht teaches you about why prospects are lying to you and then provides a few tips (tactics) about how to overcome these roadblocks and get the prospect to finally tell you the truth about what you have to do to win their business.

Episode Highlights:

Charles discusses why some insurance industry prospects are liars. (2:07)


Charles shares a quick story about when he was relatively new in the insurance industry and discovered that the insured was lying to him. (3:18)


Charles explains that just because you make an appointment doesn't imply you're meeting with someone who will really give you a chance. (5:48)


Charles mentions that he simply cannot be someone's agent unless they are willing to terminate their relationship with their current agent. (8:30)


Charles explains that in sales, you get what you ask for and will not receive what you do not ask for, and you must push because the insurers are lying to you. (11:26)


Charles believes that as an insurance agent, you are your own biggest hurdle. There are factors blocking you from attaining what you want, and you need to recognize them so you can delegate, remove, or overcome them. (13:05)


Charles discusses what happens if insurance agents don't put up rules of engagement. (19:09)


Charles explains that since prospects don't understand how insurance works behind the scenes and are trying to figure it out for themselves, they often say things to insurance agents that they believe insurance agents want to hear in hopes the agent will do a better job for them. (20:52)


Charles emphasizes the need for insurance agents to continue to push if they do not feel like they have a clear idea of what the insured will do to make their decision on which agent they will do business with. (22:38)


Charles discusses one of the most important things he believes insurance agents should do when interviewing prospects. (24:36)



Key Quotes:

“Insurance agent, you are your own biggest hurdle. There are things that are stopping you from getting what you want. You need to be able to figure those out, identify them, label them if need be so that you can either delegate out the issue to somebody else, remove it altogether, or figure out a way in which to overcome it.” - Charles Specht

“What I'm really trying to get to at the core of this podcast episode is that your prospects, because they don't understand how insurance works behind the scenes, they're trying to figure it out themselves. And so, many times they are saying things to you that they think you want to hear that's going to cause you to do a better job for them.” - Charles Specht

“One of the main things that I think you need to do when you are asking questions of your prospect is, one, you need to find out how many years they've been with their current agent. Anything that is three years or longer is a red flag to me.” - Charles Specht


Resources Mentioned:

Reach out to Charles Specht


Permission Network Insurance Agency, Inc.

How are agencies setting themselves apart from a growth perspective? Andy Mathisen, Regional Sales Director at FirstChoice, a MarshBerry Company, joins the show to discuss how insurance agencies are finding lead sources, investing back in their firms, tapping outside resources and more to beat their growth goals. Andy and Elliot dive into sales training and not only finding good talent, but training them to succeed.

Enjoy the episode!

Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
FirstChoice, a MarshBerry Company: https://www.marshberry.com/solutions/aggregation/about-firstchoice
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
Andy Mathisen: https://www.linkedin.com/in/andy-mathisen

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.