716 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
    • 4.9 • 40 Ratings

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!

    Age of Indiependence: Sales Coaching Powered by Speech Analytics and Conversational Intelligence

    Age of Indiependence: Sales Coaching Powered by Speech Analytics and Conversational Intelligence

    In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Ethan Barhydt, CEO of VoiceOps. Katlyn and Ethan find out which sales behaviors are most difficult to drive inside an insurance agency and how coaching enablement can increase your results.

    Episode Highlights: 

    Katlyn shares what coaching looks like for the average agency. (7:02)


    How does Katlyn identify if the person is coachable? (15:35)


    Katlyn shares one of her experiences about something she’s tried that didn't work out well. (17:41)


    Katlyn mentions what they have started doing at Quantum when someone comes on board. (25:23)


    Should people invest their time and energy in coaching? (27:07)


    Katlyn mentions the first thing you can do to increase your sales numbers. (27:43)


    Ethan explains more about speech analytics and the technology of coaching. (30:18)


    Ethan shares some of the problems he experienced with speech analytics. (32:20)


    Katlyn shares one of the things that she loves about VoiceOps. (36:28)


    What are behaviors that matter most to Katlyn? (40:18)


    Ethan mentions one thing he’s found interesting about call centers and teams. (46:52)


    Katlyn gives us the takeaway from today’s episode. (50:52)



    Key Quotes:

    “Coaching is a thing that you obsess over, and you think about all the time because you understand when you're on the floor of a call center or sales team, you see the impact that coaching makes.” - Ethan Barhydt

    “My sense is that as a company grows, especially when it's growing fast, like quantum has, you start to see the benefits of more structure and structure becomes quite important as you're trying to drive consistency across a big organization.” - Ethan Barhydt

    “Accountability is all about visibility. If you don't have your eyes on exactly what's going on, it's going to be really hard to hold your associate accountable to those behaviors that will drive the results.” - Katlyn Eggar


    Resources Mentioned:

    Ethan Barhydt LinkedIn

    VoiceOps

    Reach out to Katlyn Eggar


    Quantum Assurance International

    • 57 min
    Agency Freedom: E12: Katlyn Eggar on Evolving Your Definition Of Success

    Agency Freedom: E12: Katlyn Eggar on Evolving Your Definition Of Success

    In this episode of Agency Freedom Podcast, James talks with Katlyn Eggar, the Director of Education at Quantum Assurance International.

    • 1 hr 11 min
    RHS 108 - Catching Up with Jason Cass - Part II

    RHS 108 - Catching Up with Jason Cass - Part II

    In this episode of The Ryan Hanley Show, Ryan Hanley is joined by Jason Cass, Owner of Agency Intelligence and managing partner of the Insurance Alliance. This is the second half of the conversation with Jason Cass that started on the Agency Intelligence podcast early this week. In this episode, we break down the current state of digital insurance and where we see the largest opportunities for growth. Don't miss this episode...

    Episode Highlights:

    Jason and Ryan discuss carrier growth rates and contingencies. (5:10)


    Ryan mentions what’s significant about AP Intego’s platform. (6:57)


    Jason and Ryan share their opinions on when to utilize B2B platforms. (9:26)


    Jason mentions why every agency has their own fingerprint. (10:27)


    Jason explains how to build a balance sheet. (11:44)


    Jason shares what David explained to him about how agents try to build P&Ls when you should be trying to build a balance sheet. (11:32)


    Jason shares one of the things he realized from what David said to him. (12:12)


    Ryan tells Jason about a conversation he had this week at Indium. (18:36)



    Key Quotes:

    “Every agency is actually its own fingerprint, right? Because we're all unique. So, you've got your team built-in on this.” - Jason Cass

    “David really laid that out one time, when he was trying to explain to me about how agents try to build P&Ls, when really you should be trying to build a balance sheet. How you build that balance sheet is by creating revenue, but not with so many clients.” - Jason Cass

    “I think when you say long term of who you can be, I think people don't realize it's those types of people who are going to stay with you and build that base that's going to help you project that. It's all because you tried to give them that one coverage.” - Jason Cass


    Resources Mentioned:

    Jason Cass LinkedIn

    Agency intelligence

    Insurance Alliance

    Reach out to Ryan Hanley

    • 28 min
    Millionaire Insurance Producer: How to Write Larger Revenue-Generating Accounts

    Millionaire Insurance Producer: How to Write Larger Revenue-Generating Accounts

    Writing small accounts may help you pay the bills, but, you'll never achieve wealth writing small accounts. In today’s episode of the Millionaire Insurance Producer podcast, host Charles Specht teaches you how to determine what size account you should prospect and how to be more successful at building a Book of Business. Writing small accounts may help you pay the bills but, you'll never achieve wealth writing small accounts.

    Episode Highlights:

    Charles shares a story about his conversation with an insurance agent, who has been very successful over the last 5 years getting lots of new clients. (2:06)


    Charles explains why producers should stop going after small accounts. (5:26)


    Charles mentions what the agency principle should not allow their producers to do. (12:53)


    Charles shares what could happen if you allow your producers to go after small accounts. (13:44)


    Charles teaches you how to set prospecting goals with your producers. (14:34)


    Charles explains what could happen if producers go after bigger accounts. (15:20)


    Charles shares the advice he normally gives to his agents, regarding new accounts. (18:50)


    Charles lays out the basic questions that you have to answer. (26:09)


    Charles shares his takeaway from today’s episode. (27:21)



    Key Quotes:

    “There's a lot of things that I can say to insurance agents that help them become more successful. But, there are not too many things that I can do to help anyone be successful if they're just going to continue to play small, period.” - Charles Specht

    “You don't have to go out for small accounts. You just have to make a decision that you're not going to be going after small accounts. You're going to go after bigger accounts. You have to actually come to a decision in your own mind about what is the size of the account that you're going to go after.” - Charles Specht

    “If you stop going small and start going after the size of the account that you want to go after, you will make more money, you will likely have more joy in your business, and you will have more fun in what you do in your career.” - Charles Specht


    Resources Mentioned:

    Reach out to Charles Specht


    Permission Network Insurance Agency, Inc.

    • 34 min
    Ryan Hanley Is Doing The Work You Won't

    Ryan Hanley Is Doing The Work You Won't

    In this episode of Agents Influence podcast, host Jason Cass interviews Ryan Hanley, Founder and President of Rogue Risk. Ryan chats about figuring out his legacy, developing his agency into what it is today, and important lessons he’s learned along the way. 

    Episode Highlights:

    Does Ryan love to win or hate to lose? (6:10)


    Ryan chats about his rapid business growth. (9:26)


    Does Ryan consider his company an agency or a brokerage? (10:36)


    Ryan discusses affinity partnerships and the types of businesses he focuses on. (12:10)


    What did Ryan have to do in order to grow his business and hire employees? (13:01)


    What does Ryan’s agency look like today? (15:26)


    What is Ryan sick of trying to convince people of? (16:08)


    Ryan explains his approach to content marketing. (17:36)


    What’s something Ryan does to mentally escape from work? (20:28)



    Key Quotes:

    “What the industry tells us is there is a machismo to the chest thumping. Look how far I got by myself, right? Like, there's this sense of, you know, I earned this summer.” - Ryan Hanley

    “My philosophy is there are two reasons why small businesses do not purchase online: trust and customer experience.” - Ryan Hanley

    “My perspective is, look, in order to properly offer your customer base small business insurance, you have to be able to offer more than one option. We have to be able to offer multiple products and one of the core philosophies at Rogue Risk is, no customer left behind.” - Ryan Hanley


    Resources Mentioned:

    Ryan Hanley

    Rogue Risk

    Reach out to Jason Cass


    Agency Intelligence

    • 37 min
    Age of Indiependence: Internet Leads: Creating Quality Relationships in the Digital Space

    Age of Indiependence: Internet Leads: Creating Quality Relationships in the Digital Space

    In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Justin Marks, Co-Founder and President of Quotehound. Justin discusses how leads can provide a consistent flow of predictable opportunities, but your agency might not be ready just yet. Find out what to have in place first so you can avoid common pitfalls and maximize your investment. 

    Episode Highlights:

     Justin explains his background in the digital marketing space. (1:40)


     Justin details the daily conversations he has about data analytics and algorithms. (5:00)


     What kind of agencies does Justin primarily work with? (5:58)


     Justin talks about the consumer experience and importance of lead management. (10:46)


     How does Justin handle serving clients in different niches? (13:10)


     What are some common pitfalls when it comes to leads? (15:50)


     Justin shares his advice on how to create successful sales processes. (20:19)


     Justin discusses what your focus should be during the follow up processes. (26:52)


     How do you build a great team culture? (37:02)


    Justin explains why you shouldn’t put all your eggs in one basket when it comes to new business. (41:38)




    Key Quotes:

    “I think it's important to put yourself in the consumer experience as well. When they're going online, they're going to a website, and they're giving all this information about them. One of the important things I like to share with agency owners is... when you do get that person on the phone, be friendly.” - Justin Marks

     “I think some of the other things that are very important is picking a CRM that your team has full belief in. There are more CRMs out there than I have fingers and toes and my opinion on CRM is...it's very simple. Find a CRM that your team uses. It creates efficiency, and has great follow up processes.” - Justin Marks

     “If you're able to write two policies versus one, you know the economics are going to be greater. So, it allows you then to take that money, reinvest into more marketing to ensure that you keep that engine running, and to ensure that you're growing the right type of clients that are good for the business, and good for the consumers as well.” - Justin Marks


    Resources Mentioned:

    Justin Marks LinkedIn

    Quotehound

    Reach out to Katlyn Eggar


    Quantum Assurance International

    • 52 min

Customer Reviews

4.9 out of 5
40 Ratings

40 Ratings

Lyd876854 ,

5 stars!

This podcast will give you many tips you can use to grow your agency!!

Brett Young 092784 ,

Taking notes!

Don’t miss this one! I was working around the house and had to stop to grab my journal over and over again. Massive value through these conversations. Thank you so much! - Brett Young

Joesph JB ,

Awesome!!

This is such an awesome podcast.so much good information and it keeps getting better .

Jason , you rock

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