722 episodes

AI Podcast Network is your top insurance podcast network with many unique series that let you hear from both agency owners and industry influencers. Learn from real agents in real agencies, get the latest and greatest that thought leaders in the industry have to offer, and more!

Agency Intelligence Grow Program

    • Business

AI Podcast Network is your top insurance podcast network with many unique series that let you hear from both agency owners and industry influencers. Learn from real agents in real agencies, get the latest and greatest that thought leaders in the industry have to offer, and more!

    Power Women In Insurance: Ministry, Mission, Insurance and Helping Others To Make 10K Per Month with Uchenna Lewis

    Power Women In Insurance: Ministry, Mission, Insurance and Helping Others To Make 10K Per Month with Uchenna Lewis

    We are thrilled to announce that the Power Women In Insurance podcast, hosted by Teresa Kitchens, has joined the Agency Intelligence Podcast Network! This means you can now listen to Power Women In Insurance episodes in all the same places you currently listen as well as on the Agency Intelligence feed along with other shows like Agents Influence with Jason Cass, Agency Freedom with James Jenkins, The Ryan Hanley Show, and Age of Indiependence with Katlyn Eggar, to name a few! Check out theinsurancepodcastnetwork.com to learn more! 

    Listen to the latest episode with guest Uchenna Lewis, a bi-vocational pastor who is helping prepare others to achieve heaven, but not leave hell behind for their family. 

    Episode Highlights:

    Uchenna discusses some of the experiences she’s had as a vocational pastor. (2:08)


    Uchenna explains how life insurance and wealth planning can bring families peace of mind. (6:24)


    How does Uchenna begin conversations about legacy planning with families? (8:55)


    What led Uchenna into this type of work and what is she most vested in? (10:28)


    What kind of approach does Uchenna take to insurance and financial services? (11:58)


    Does Uchenna feel a sense of responsibility with the families she encounters? (17:00)


    Uchenna explains how her work is an extension of ministry. (19:20)


    What does Uchenna find most rewarding about her work? (21:08)


    How can people connect with Uchenna and learn more? (23:40)



    Key Quotes:

    “When we meet, or when we have our personal financial strategy sessions, what's your legacy plan? For some people that kind of throws them off, because they're thinking I've never thought about that, right? And, so we begin to have those conversations, because everybody should. You don't have to be a Vanderbilt to have a legacy plan.” - Uchenna Lewis

    “I'm really vested in helping most people see the value of making the sacrifice now, so that life is better for generations to come. And, there's a true legacy being left behind... generations after generations from them. So, that's really what led me to this space.” - Uchenna Lewis 

    “I really take a very holistic approach to insurance and financial services. You're looking at your life as a whole and in totality, and the impact that has on your family, not only those here now, but even your children's children.” - Uchenna Lewis


    Resources Mentioned:

    Uchenna Lewis

    Contact Teresa Kitchens


    Sterling Insurance Group

    • 28 min
    Jeff Tobe Explains Customer Service To Customer Experience To Customer Excellence

    Jeff Tobe Explains Customer Service To Customer Experience To Customer Excellence

    In this episode of Agents Influence podcast, host Jason Cass interviews Jeff Tobe, Innovation and Customer Experience Expert, and author of the book entitled, Coloring Outside the Lines. Jeff talks about his customer experience journey and how we can identify the needs of our customers.

    Episode Highlights:

    What has attributed to Jeff’s success, skill or luck? (7:30)


    Jeff shares a story about his opening act for a guy named Zig Ziglar. (8:51)


    Jeff shares his background. (10:09)


    Jeff mentions his new book coming out this fall entitled, “The CX Edge: Critical Questions to Ask About Customer Experience.” (10:46)


    Jeff explains what his book called Coloring Outside the Lines is all about. (11:49)


    Jeff shares the differences between customer service, customer experience, and customer excellence. (14:31)


    Jeff mentions why organizations should write a service recovery policy. (17:07)


    Jeff mentions his book called Anticipate: Knowing What Customers Need Before They Do. (19:03)


    Jeff explains how can we identify what our customers need internally and externally. (19:11)


    Jeff gives a piece of advice to the loyal listeners. (21:31)



    Key Quotes:

    “You don't have to be a professional speaker, you are a dedicated insurance professional. As long as you're passionate and you can inspire people, you'll be great in the business.” - Jeff Tobe

    “I encourage organizations of literally any size to write a service recovery policy. When this happens, no matter your size, you're all being consistent with how you handle it.” - Jeff Tobe

    “How do we get them engaged at a grassroots level? Engagement starts at the bottom and works that way up. It does not start management and comes down.” - Jeff Tobe


    Resources Mentioned:

    Jeff Tobe LinkedIn

    Jeff Tobe Website

    Coloring Outside the Lines

    Reach out to Jason Cass


    Agency Intelligence

    • 29 min
    Age of Indiependence: Building an Exponentially More Powerful Brand

    Age of Indiependence: Building an Exponentially More Powerful Brand

    In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Peter van Aartrijk, CEO of Aartrijk and author of "The Powers: 10 Factors for Building an Exponentially More Powerful Brand". Your brand story is already within you. Learn how to tell human stories that build your company culture and brand.

    Episode Highlights:

    Peter shares his background. (3:18)


    Peter explains how he applied his background in journalism to the insurance industry. (5:30)


    Peter gives a short background about his podcast, called On Point. (8:32)


    Peter shares his book entitled, The Powers: 10 Factors for Building an Exponentially More Powerful Brand. (9:57)


    Peter explains why independent agency owners should invest in branding. (13:54)


    Peter shares the first steps that an insurance agency owner should take when establishing a brand. (17:18)


    What are the symptoms of poor branding strategies that Peter has seen? (22:10)


    Peter explains the four quadrants of work. (26:51)


    Peter shares a story about the core values that were on the website of a regional PNC carrier. (29:41)


    Peter shares why the insurance industry is an opportunity for young people and all kinds of people. (36:01)



    Key Quotes:

    “We've gotten to the point now where we've made it really simple, but, you've got to start with the strategy. You've got to start before you get into anything else in marketing, or expressing your brand, you have to start with the brand story. And, that's what we'd like to do.” - Peter van Aartrijk

    “I think you've got to have a really good story that everybody buys into enthusiastically and shares. Because, if you don't, and leave it to chance, people are gonna freelance and make up their own stuff. And as the company gets bigger and bigger, you start to see the wheels coming off from a cultural standpoint and from ultimately, a customer standpoint.” - Peter van Aartrijk

    “The beauty of being an independent agent is that you are working in the best country on the planet, you can do whatever you want, it's your farm. That's the beauty of business ownership.” - Peter van Aartrijk


    Resources Mentioned:

    Peter van Aartrijk LinkedIn

    Aartrijk

    The Powers: 10 Factors for Building an Exponentially More Powerful Brand

    On Point podcast

    Reach out to Katlyn Eggar


    Quantum Assurance International

    • 39 min
    Agency Freedom: E13: Benito Ortiz On Mindset And Scaling Fast

    Agency Freedom: E13: Benito Ortiz On Mindset And Scaling Fast

    In this episode of Agency Freedom Podcast, James talks with Benito Ortiz from Albequerque, New Mexico. Benito is the agency principal for Strategic Insurance Group (SIG).

    • 54 min
    RHS 109 - How to Sell More Cyber Insurance with Pat Costello

    RHS 109 - How to Sell More Cyber Insurance with Pat Costello

    In this episode of The Ryan Hanley Show, Ryan Hanley interviews Pat Costello, CPCU, Co-Founder, and Principal at Evolve MGA. Pat joins the podcast for a wonderfully nerdy deep dive into cyber insurance. Pat and Ryan also also discuss exactly how independent insurance agents can (and should) sell more cyber insurance to their clients. Don't miss this episode...

    Episode Highlights:

    Pat mentions what he’s learned from the pandemic. (5:34)


    Pat shares two reasons why having people in an office environment is vital. (7:17)


    Does Pat prefer working remotely or working in the office? (10:29)


    Pat shares his background and how Evolve MGA started. (13:15)


    Pat mentions some of the biggest issues he has seen from a retail broker perspective. (16:21)


    Why do agents still sell cyber insurance like it's a luxury and not as a necessity? (18:40)


    Pat gives a couple of facts about ransomware. (26:13)


    Pat shares why social engineering is the most common claim they see behind ransomware. (30:23)


    Pat explains why cyber insurance is significant. (34:24)


    Pat shares what they have recently introduced into their form. (47:35)



    Key Quotes:

    “If you have a few sales folks...I love having them together in the same room to kind of motivate each other and feel the energy, feel the vibes.” - Pat Costello

    “I think the insurance industry in the way it's set up with renewals, breeds an attitude of complacency for it, along with the fact that it's a pretty big age gap in the insurance industry.” - Pat Costello

    “As everything gets more connected to the internet and as people start using technology more, there's more potential for things to get hacked. If somebody is connected to the internet, it has the potential to be hacked. And so, everything that we are doing on a day to day basis is getting more and more technology driven.” - Pat Costello


    Resources Mentioned:

    Pat Costello, CPCU LinkedIn

    Evolve MGA

    Reach out to Ryan Hanley

    • 1 hr 2 min
    Abel Travis And Jason Cass Discuss Pandemic Insurance, Is A Product Possible?

    Abel Travis And Jason Cass Discuss Pandemic Insurance, Is A Product Possible?

    In this episode of Agents Influence podcast, host Jason Cass interviews Abel Travis, MBA, Vice President & Head Of Fundamental Underwriters at AF Group. Abel talks about what AF Group is all about and the company that he represents called Fundamental Underwriters.

    Episode Highlights:

    What has attributed to Abel’s success, skill or luck? (7:04)


    Abel gives us his background in the insurance industry. (7:59)


    Abel shares what happened when he had an offer from Hartford. (8:49)


    Abel explains what AF Group is all about. (11:12)


    Abel mentions one of the companies that he runs for AF Group called Fundamental Underwriters. (12:09)


    Abel gives the average premium size with Fundamental Underwriters. (12:52)


    Abel shares what he did when nobody knew what was happening in the insurance industry. (19:05)


    Abel mentions how The Insurance Innovators Unscripted podcast started. (21:08)


    Where does Abel see the insurance industry going, five to ten years from now? (26:39)



    Key Quotes:

    “I love to win just because I love the feeling that comes with winning. Frankly, I don't necessarily hate to lose because I look at losing as a learning opportunity. If it doesn't work, you leverage what you've learned, and you try to turn that into a win in whatever way possible.” - Abel Travis

    “I wanted to make sure that I had the opportunity to have a family but I also wanted to have a life I love to just enjoy. But, as I started to learn a little bit more about the insurance industry, it became a no-brainer. It really helps to provide stability for the people, for the economy, for the business, and that's something that in the early days I wanted to be a part of.” - Abel Travis

    “I do think there has to be some sort of a government backstop. I also believe that insurance organizations could look at opportunities or even if it's mandated somewhat in a similar way as Tria, to help fund that backstop. We're not trading future dollars for potential challenges that we may face in this economy.” - Abel Travis


    Resources Mentioned:

    Abel Travis, MBA LinkedIn

    AF Group

    The Insurance Innovators Unscripted

    Reach out to Jason Cass


    Agency Intelligence

    • 36 min

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