Agency Intelligence: The Insurance Podcast Network Agency Intelligence

In this episode, James talks with Niki Henley, Owner of Extra Mile Insurance Solutions. To learn more about Extra Mile Insurance Solutions, visit https://www.extramileins.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:

Niki shares her early career path and rapid shift to agency ownership

Importance of technology and automation in scaling insurance operations

Utilization of social media and video for market leadership

Strategies for navigating hard market conditions effectively

Emphasis on education and learning within the insurance field

Challenges and opportunities of running an agency in a competitive environment

There are hurdles that new producers in the insurance industry must overcome. Ryan Garzon, Partner at Keyes Coverage Insurance, joins us to discuss those hurdles – and how to get past a short-sighted mindset that holds back so many firms. Learn the benefits of splitting commissions, saying no to certain clients, focusing your time and energy in the right place and more.

Enjoy the episode!

Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Keyes Coverage Insurance Services: https://keyescoverage.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
Ryan Garzon: https://www.linkedin.com/in/ryangarzon


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 Power Women In Insurance, Teresa Kitchens discusses how to lead in this market and how to make a difference in the future of this industry.

Key Topics:

Importance of leadership in today's challenging insurance market

Broadening the definition of leadership beyond official titles

The role of awareness and proactive steps in effective leadership

Mental health and operational efficiency in leadership roles

How to innovate and inspire within a team setting

Encouragement of personal and professional growth through leadership

Ways to implement leadership strategies practically and effectively


Connect with:
Teresa Kitchens

Visit Websites:
Sterling Insurance Group


Produced by: PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass interviews Elliot Bassett, President of Ellerbrock-Norris, Co-Founder of LAUNCH, and Co-Host of Getting Past the Premium Podcast.

Key Topics:

Impact of Apple Podcast's algorithm changes on listener numbers

Transition to a consultative selling model at Elliot’s firm

Importance of effective prospecting in sales

Building and maintaining Centers of Influence (COI)

Structured referral process introduction

Utilizing technology to enhance human interactions in business

Embracing continuous adaptation and learning to leverage technology


Reach out to:

Elliot Bassett

Jason Cass


Visit Website:

Ellerbrock-Norris

Agency Intelligence

LAUNCH

Getting Past the Premium Podcast



Produced by: PodSquad.fm

Mother’s Day seems like a silly holiday! Well, at least that's the perspective of guest hosts Missy Garcia and Grace Angel on the Stuff About Money podcast. 

In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Xavier Angel, CFP®, ChFC®, CLTC, step back as their daughters take the lead in discussing the significance and value of their mothers and mothers everywhere.

Episode Highlights:

Grace and Missy share their perspectives on Mother's Day. (1:07)


Erik discusses how mothers provide security, hope, and significance throughout life. (7:23)


Xavier believes that mothers are the backbone of the family, providing security and support. (11:00)


Xavier mentions that mothers serve as nurturers by nature, providing a soothing presence and grounding influence, even in times of conflict. (17:59)


Missy shares that expressing appreciation and kindness towards mothers can be shown through gestures such as making breakfast in bed or simply being nice, giving hugs, and smiling. (20:20)


Grace and Missy each share their favorite quality about their mother. (23:55)



Key Quotes:

“My mom to this day makes me feel significant. The whole world could be against me. I think my mom would still make me feel significant. ” - Erik Garcia, CFP®, BFA

“I'm a better person, you know, physically, spiritually, from a professional standpoint. She's made me a better person all around.” - Xavier Angel, CFP®, ChFC, CLTC

“My favorite quality about my mom is I like having quality time with her. But, I like how I feel like we have a lot in common for most for most things. So, I think that's one of my favorite qualities about my mother.” - Grace Angel.

“My favorite quality about my mom is she's always kind to me and she always loves me, no matter what I do. She always loves me.” - Missy Garcia


Resources Mentioned:

Erik Garcia, CFP®, BFA

Xavier Angel, CFP®, ChFC, CLTC

Plan Wisely Wealth Advisors

There are a lot of male, pale, and stale insurance agents out there who think winning a new client by anything other than with a handshake and a "napkin deal" is unethical. Well, I kindly disagree. 
In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains why the BOR is an ETHICAL instrument used by the policyholder to ensure great service. And, also, how you can use it to win new clients.

Episode Highlights:

Charles shares a story about his neighbor Fred, who was so focused on keeping his lawn in perfect condition that he ruined relationships with his neighbors, and compares that to many insurance agents who are set in their ways. (1:55)


Charles mentions that the history of the insurance industry was constructed on the shoulders of many outstanding individuals over many decades but it is largely dominated by white older males. (4:20)


Charles discusses what a Broker of Record (BOR) letter is and what purpose it serves. (7:18)


Charles explains that the BOR letter is the insurance buyer's final recourse. (11:03)


Charles believes that the BOR letter makes perfect sense and that it is the insurers' greatest chance to get a great deal. (14:59)


Charles explains that you do not need to tell the insured what they need; you just need to provide what you can. (19:41)


Charles mentions that we live in the era of social media, the internet, and email, and we don't have to be there face to face to win an account. (22:21)



Key Quotes:

“I actually say the Broker of Record letter is ethical. The insurance industry is an ethical industry, we don't allow things that are unethical to take place in the insurance business. We just don't let that happen.” - Charles Specht

“The more that you are singularly focused in one main particular area, the more likely you will be successful. And, you will be successful because you are repelling all the people who will not be your client and you are absolutely hyper attracting those who will be your client.” - Charles Specht


Resources Mentioned:

Reach out to Charles Specht


Permission Network Insurance Agency, Inc.