1,603 episodes

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!

Agency Intelligence: The Insurance Podcast Network Agency Intelligence

    • Business
    • 4.8 • 47 Ratings

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!

    GPP: Run Your Agency Like a Law Firm and Get Out of the Quote Game with Brandon Schuh

    GPP: Run Your Agency Like a Law Firm and Get Out of the Quote Game with Brandon Schuh

    What's the difference between running a law firm and an insurance agency? No, that's not the start of a joke – it's a mindset that you should be using as a risk advisor. When someone is hiring an attorney, they aren't quoting out 10 different ones, they are finding one that they trust. 
    Brandon Schuh, head of specialty insurance practice at Christensen Group, joins the show to discuss how you deliver service. Are you going to quote out hundreds of policies you won't win every year, or are you going to lock in a client before you ever approach a carrier? When you act as an advisor, your business changes, your client relationships change and your growth potential changes. 

    Learn more from Brandon today and better understand the makeup of your business model.

    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
    Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
    Brandon Schuh: https://www.linkedin.com/in/brandon-stephen-schuh

    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.

    • 42 min
    Power Women In Insurance: Leveling Up Your Marketing with Safeco's Agent For The Future Program

    Power Women In Insurance: Leveling Up Your Marketing with Safeco's Agent For The Future Program

    In this episode of Power Women In Insurance, Teresa Kitchens sits down with Stacie Cooper of Liberty Mutual Insurance | Safeco Insurance. Stacie and Teresa talk about how agencies can level up their marketing and how Safeco is partnering with agencies to make it easier.

    Key Topics:

    Evolution of Safeco's 'Bricks and Clicks' program and its impact on digital marketing.

    Integration of SEO and social media to improve agency visibility and client acquisition.

    Overview of the 'Agent for the Future' initiative and its resources for adapting to consumer behaviors.

    Importance of a strong digital presence, including effective websites and Google My Business profiles.

    Strategies for client engagement and retention through personalized digital content and referral programs.

    Use of video content in marketing, including the effectiveness of video proposals.

    The need for continuous learning and adaptation to remain competitive in a digital market.


    Connect with:

    Stacie Cooper

    Teresa Kitchens


    Visit Websites:

    Agent For The Future

    Liberty Mutual Insurance

    Safeco Insurance

    Sterling Insurance Group



    Produced by: PodSquad.fm

    • 40 min
    Stuff About Money: Episode 68: How to Maximize the Value of Your Insurance Agency

    Stuff About Money: Episode 68: How to Maximize the Value of Your Insurance Agency

    As business owners, the majority of our net worth is tied to the value of our business. What steps should we take today to maximize this value for a future sale? 

    In this episode of the Stuff About Money podcast, host Erik Garcia, CFP®, BFA™, ChFC®, sits down with tax attorney David Foate JD, LLM, to explore practical advice on preparing your business for a successful sale. David specializes in the buying and selling of agencies and shares his extensive experience with our listeners on how to increase the saleability and value of their agencies.

    Episode Highlights:

    David shares his background in tax law and his focus on succession planning for business owners. (01:04)


    David discusses the financial burdens of student loans and the wisdom of financial pacing. (05:20)


    Erik shares the key strategies to enhance an agency’s value before selling. (10:04)


    David explains the legal and financial preparations necessary for selling an agency. (13:57)


    Erik discusses the importance of understanding why one wants to sell and the preparation timing. (18:14)


    Erik mentions that a strong management team and advisory board are important for business operations. (27:50)


    David discusses the significance of clean financial records and the benefits of having a qualified bookkeeper. (38:17)


    David elaborates on legal strategies for structuring producer agreements and the risks associated with revenue sharing. (45:26)


    Erik discusses the emotional challenges of selling a business, noting the difficulty of separating from something so integral to one's identity. (56:27)



    Key Quotes:

    “Tax law, tax planning, a lot of M&A work, it's very tax heavy. So that's where I spend a lot of my time day-to-day with my clients.” - David Foate, JD, LLM

    “The better prepared you can be, the better the outcome, just mentally, emotionally, and then the final deal result, everything will just be better.” - David Foate, JD, LLM


    Resources Mentioned:

    David Foate, JD, LLM

    PFS Global

    Erik Garcia, CFP®, BFA

    Xavier Angel, CFP®, ChFC, CLTC

    Plan Wisely Wealth Advisors

    • 1 hr 3 min
    The Agent Leader: Trap #1 - No Clear Strategic or Financial Plan

    The Agent Leader: Trap #1 - No Clear Strategic or Financial Plan

    Is your agency getting good results? Careful, these good results could very well be traps that are holding your agency back from becoming its best version possible. In the first of a seven-part series, Brent Kelly is going to talk about having no clear strategic or financial plan. Get ready to ask yourself if your business model is leading your agency to the place that you ultimately want to arrive at, plus more important insights on this episode of The Agent Leader.

    • 26 min
    Digital Insurance Pint: Louis Gagnon, CEO of Intact Financial Corp.

    Digital Insurance Pint: Louis Gagnon, CEO of Intact Financial Corp.

    In this episode of the Digital Insurance Pint Podcast, host Tom Reid and his colleagues interview Louis Gagnon, CEO of Intact Financial Corp. They discuss various topics, including Louis Gagnon’s journey to becoming CEO, improving service in facility insurance, Intact’s strategy for CSIO standards-based APIs, balancing connectivity and aggregators, and the system switch and platform development at Intact. The conversation covers various themes related to the insurance industry, technology, customer experience, and challenges for the future. The complexity of technology and the need for constant improvement and security are highlighted. The benefits and usage of Client Center, as well as the evolving role of brokers, are discussed.

    The comparison with other industries and the importance of service and connectivity are explored. The challenges of cyber security, social issues, and climate change are also addressed. In this conversation, Louis Gagnon discusses the need for brokers to adapt to the changes in theP & C industry and stay close to their market and people. He emphasizes the importance of investing in technology and creating a positive work environment to keep employees happy. The conversation concludes with a lighthearted discussion about having fun in the industry.

    • 55 min
    Agency Freedom: Greatest Hits: Cory Schnabel Part 1: Dominating The Referral Game

    Agency Freedom: Greatest Hits: Cory Schnabel Part 1: Dominating The Referral Game

    In this "Greatest Hits" episode, originally aired on May 20th, 2022, James talks with Cory Schnabel, Agency Principal at KC Insurance Group in Kansas City, MO. To learn more about KC Insurance Group, visit https://www.hubinternational.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.

    Episode Highlights:

    Cory talks about how he got started in the insurance industry. (5:27)


    Cory shares that he bought his first Allstate agency in 2010. (6:42)


    Cory how he started KC Insurance Group and what helped him to get contracts with several carriers. (12:51)


    Cory shares that his referral partners are one of the secrets to his success. (20:46)


    Cory explains how he connects with his referral partners. (21:36)


    Cory shares his best practices for establishing value and connection with a channel partner. (26:03)


    Cory discusses what he believes works best with channel partners in 2022 and beyond. (30:37)


    Cory explains that most people, perhaps 90% of lenders, agents, wealth planners, CPAs, and insurance brokers, have no idea where a large portion of their business comes from. (32:39)


    Cory shares his thoughts on what he learned from IAOA. (37:55)


    Cory discusses some of his decisions that he would alter if given the chance. (51:57)


    Cory believes if you trust in yourself and bet on yourself, you'll be alright. (54:38)

    • 1 hr 5 min

Customer Reviews

4.8 out of 5
47 Ratings

47 Ratings

damontroy19 ,

Ton of great content

Great stuff for the newly appointed agent to the season veteran. Well done Charles.

Tdksterling ,

Love!!

So many great guests and so much information. I’m definitely a “Loyal Listener”!

Lyd876854 ,

5 stars!

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

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