Agency Intelligence: The Insurance Podcast Network

Agency Intelligence
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Agency Intelligence: The Insurance Podcast Network

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

  1. Millionaire Insurance Producer: Throwback: How to Win Your Next 100 Clients

    1 DAY AGO

    Millionaire Insurance Producer: Throwback: How to Win Your Next 100 Clients

    Are you a P&C or EB producer who is struggling to set enough new business appointments? Or, maybe you're just not able to close and win enough clients? Do you have too much pressure on you to succeed and you need to start delivering some positive results -- ASAP? If that at all describes where you're at right now then stay tuned because, in this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will tell, motivate, encourage, and give you the basic blueprint for what you need to do to win your next 100 clients and build your Book of Business to $1,000,000 or more. And, as a hint for what's to come ..... it all boils down to your "intent" and your "system" for prospecting.  Key Topics: Overcoming the pressure and challenge of client acquisition in insurance sales The concept of finding your ideal 100 clients for sustainable business growth Importance of intention and having a systematic approach in sales Strategies to identify and approach your target client segment The role of micro-niching and account size in building your client base Avoiding the 'sales drift' and staying proactive in client acquisition Developing and implementing effective sales systems and processes Reach out to  Charles Specht Visit: Permission Network Insurance Agency

    31 min
  2. Stuff About Money: Episode 77: Less Bad Decisions: How To Build Wealth with Bradley Flowers

    NOV 19

    Stuff About Money: Episode 77: Less Bad Decisions: How To Build Wealth with Bradley Flowers

    In this episode of "The Stuff About Money They Didn't Teach You in School," host Erik Garcia welcomes Bradley Flowers, co-host of "The Insurance Guys Podcast" and owner of Portal Insurance. Bradley shares his unique perspective on improving both golf scores and financial health by focusing on making fewer bad decisions rather than striving for perfection. They discuss how this approach can lead to better outcomes in wealth-building and entrepreneurship. Bradley and Erik explore common financial mistakes and strategies to avoid them, drawing parallels between golf and financial decision-making. Bradley also shares insights from his entrepreneurial journey, emphasizing the importance of long-term success by minimizing errors.  Tune in to learn how a shift in mindset can enhance both your financial literacy and your golf game. Episode Highlights: Bradley shares his experience with VR golf and how it helps him practice managing mistakes. (02:07) Bradley’s story of playing with a PGA coach and the lessons on controlling risk and avoiding catastrophic mistakes. (05:27) Bradley shares a personal anecdote about winning a dollar from a PGA tour golfer and how smart risk-taking led to success. (12:29) Erik explains a lesson from his mentor on the importance of choosing safe, consistent gains over risky decisions. (15:23) Bradley shares his approach to avoiding financial mistakes by consulting with a financial advisor. (20:41) Bradley discusses the value of hiring for weaknesses and the difference between business focus and overextending with multiple ventures. (29:26) Bradley discusses how prioritizing relationships over profits helped him gain valuable business insights. (37:21) Erik and Bradley conclude with reflections on avoiding hasty decisions by surrounding oneself with supportive people. (44:46) Key Quotes: “My whole strategy in a nutshell is to never put all the chips on the table. You know what I mean? Like I'm never going to put everything at risk. And, you know, I think it's having good people around you because it's easier.” - Bradley Flowers “Your education is really the only thing that can’t be taken away from you. It’s the relationships and the connections...like that’s really where the value is.” - Bradley Flowers “Build your strengths, not your weaknesses, don’t put it all on the table, be smart.” - Bradley Flowers Resources Mentioned: Bradley Flowers LinkedIn The Insurance Guys Podcast Portal Insurance Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

    49 min
  3. The Agent Leader: From $10 Million to $140 Million and Beyond - TrueNorth's Blueprint for Success:

    NOV 19

    The Agent Leader: From $10 Million to $140 Million and Beyond - TrueNorth's Blueprint for Success:

    Trent Tillman, President and Chief Revenue Officer of TrueNorth Insurance, joins us to share the extraordinary growth story of the agency, scaling from under $10 million to over $140 million in revenue. Listeners will gain insights into a leading agency's strategic vision for growth. The discussion also covers the company's expansion across multiple locations, its robust internship program, and its approach to retaining top talent in a competitive market. Additionally, Trent shares valuable lessons on balancing large-scale growth with community involvement, emphasizing organic growth and specialization as keys to sustained success. Tune in to learn about the transformative power of effective leadership and mentorship as we explore TrueNorth's remarkable journey from a startup to a success story and its ongoing commitment to fostering growth and excellence. To learn more about programs helping accelerate agencies growth, visit www.sitkins.com

    48 min
  4. Agency Freedom: E175: Lessons From Jake Paul vs. Mike Tyson

    NOV 15

    Agency Freedom: E175: Lessons From Jake Paul vs. Mike Tyson

    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.

    20 min
  5. GPP: Talking All Things Insurance Sales with Micah Salas

    NOV 13

    GPP: Talking All Things Insurance Sales with Micah Salas

    Micah Salas, Senior Vice President for Christensen Group Insurance, started inside of a large captive agency and moved into the independent world. He joins the show today to discuss the "business plan" you learn coming up in trenches vs. what independent agencies face. He dives into building your client profile and niche, finding the volume of prospects you need to succeed, avoiding paralysis by analysis, and creating quality opportunities. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Christensen Group Insurance: https://www.christensengroup.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Micah Salas: https://www.linkedin.com/in/micahsalas 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.

    45 min
  6. The Agent Leader Podcast: Success Through Strategic Living with Joe Vens

    NOV 12

    The Agent Leader Podcast: Success Through Strategic Living with Joe Vens

    Joe Vens, a distinguished risk advisor at First MainStreet Insurance, joins us once again to share his remarkable journey over success through strategic living. Through the lens of personal and professional growth, Joe reveals how the power of mentorship and being coachable has transformed his career and allowed him to stand out in the industry. His passion for developing a specialized niche in insurance showcases his strategic approach and commitment to excellence. Get inspired by Joe's insights into balancing family life, professional growth, and the pursuit of continual growth in all aspects of life. Highlights include: (06:22) - Personal and Professional Growth Through Mentorship (16:57) - Developing a Specialized Niche in Insurance (27:41) - Building Leadership Through Team Collaboration (36:46) - Achieving Success Through Mindful Living With valuable advice for producers, Joe emphasizes the need for strategic planning, effective communication, and achieving long-term success through mindful living. This episode is brimming with personal anecdotes, lessons learned, and insights that anyone in the insurance industry—new or experienced—will find invaluable. To get your agency on the path to more success, visit www.sitkins.com

    51 min
  7. Agency Freedom: E174: Niches And Real Estate Insurance

    NOV 8

    Agency Freedom: E174: Niches And Real Estate Insurance

    In this episode, James discusses how RISKWELL became a top provider of real estate insurance nationwide. 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: Ideal number of niches for agencies (3-5) to balance focus and market stability. Criteria for choosing a niche: industry knowledge, sufficient prospects, and revenue potential. Key revenue drivers: building ownership, workforce, vehicles, tools/equipment, and liability needs. Importance of content creation and building credibility as a thought leader. Effective market entry strategies: live events, webinars, and partnerships. Challenges of serving real estate investors and the need for deep industry expertise. Emphasis on continuous learning to prevent E&O claims and build client trust.

    23 min
  8. Power Women In Insurance: Overcoming Obstacles Against All Odds With Doris Gonzalez

    NOV 6

    Power Women In Insurance: Overcoming Obstacles Against All Odds With Doris Gonzalez

    In this episode of Power Women In Insurance, Doris and Teresa talk about her life, her career at Vertafore, and how personal challenges have helped her to pass along her experiences to others. Key Topics: Doris shares her career journey from QQ Solutions to Vertafore Doris discusses the challenges and growth during Vertafore's acquisition of QQ Doris talks about completing her MBA while undergoing a health issue Doris highlights Vertafore’s tech solutions that simplify work for insurance agents Doris introduces her book, Overcoming Challenges Against All Odds Doris stresses the importance of networking and a positive mindset for growth Doris reflects on the support from her family, colleagues, and community Connect with: Doris Gonzalez Teresa Kitchens Visit Websites: Vertafore Book: Overcoming Challenges Against All Odds Sterling Insurance Group Produced by PodSquad.fm

    32 min
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4.7
out of 5
49 Ratings

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

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