Agency Intelligence

(First, go check out www.microniche.club to see what this is all about) - Do you feel like you're struggling setting enough new business appointments or not winning enough new clients? If that's the case for you, I would say it's likely due to a lack of focus in a narrowly defined Micro-Niche. Most producers struggle or don't make the kind of income they want or know they're capable of making because they are prospecting on the WRONG types of accounts.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you about why you need to choose a Micro-Niche in order to accelerate your sales career and make more commission. And, the starting point for you is to first visit: www.microniche.club Key Topics: Micro-niche importance - check out www.microniche.club Leveraging micro-niches for business growth Effective strategies for selecting a micro-niche Success stories from micro-niche strategies Impact of micro-niching on appointment setting and client acquisition Long-

In an insurance industry that is so set on selling products, how do you focus on selling your advice and expertise? Mike Brown, founder of Unbreakable Wealth, joins us to discuss the value of being an expert and selling that expertise. He takes a wealth coach's viewpoint to advice, understanding how to ask the right questions and unlocking a client's inner wisdom to finding solutions. From flying jets in the Navy, founding and selling a company, coaching other founders and more, Mike is able to draw upon his experience and create content that appeals to his audience. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Unbreakable Wealth: https://unbreakablewealth.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 Mike Brown: https://www.linkedin.com/in/mikebrownactual Th

In this episode of Power Women In Insurance, Teresa Kitchens explores the stages and opportunities for virtual options inside an agency. Key Topics: Exploring the concept and challenges of virtual agencies Variability in virtual setups from partial to fully remote Essential tools for virtual work include VOIP and VPNs Gradual adaptation starting with flexible work policies Importance of maintaining culture and security in virtual setups Virtual teams enhance productivity and geographic diversity Regular virtual meetings maintain team cohesion and efficiency Connect with: Teresa Kitchens Visit Websites: Sterling Insurance Group Produced by: PodSquad.fm

In this episode of "Talkin' Tech" on the MVP Podcast, Danny Lawrence sits down with Elliot Bassett, President of Ellerbrock-Norris, Co-Founder of LAUNCH, and Co-Host of Getting Past the Premium Podcast. Elliot talks about how to effectively identify client issues and provide impactful solutions. It is crucial to thoroughly understand their unique challenges and requirements. Finishing with how you differentiate from competitors and effectively communicating the urgency and benefits of your solutions involves clearly articulating your unique value propositions and success stories. Episode Highlights: Introduction to consultative risk advisory models The importance of having a structured sales process Transition from transactional to consultative selling Utilizing technology to enhance client engagement and problem-solving Building and licensing innovative sales software Strategies for uncovering and addressing client pain points The future of insurance technology and its impact on agency operations

In this episode of Agency Intelligence podcast, host Jason Cass interviews Whitney Ricci, President of Ricci Insurance Group. Key Topics: Introduction to Whitney Ricci and her unique approach to insurance The journey of scaling Ricci Insurance Group from scratch The strategic decision to over-hire and the benefits of having a “bench” Importance of data-driven decisions in refining business operations The transformative impact of selective client engagement and saying "no" Whitney’s advice on leadership and cultivating a growth-oriented team environment Reach out to: Whitney Ricci Jason Cass Visit Website: Ricci Insurance Group Agency Intelligence Produced by: PodSquad.fm

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,

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

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 l

In this candid and revealing conversation, James interviews the three most senior members of the RiskWell team. This special two-part episode gets into origin stories, and personal anecdotes and goes deep into how RiskWell operates in the marketplace. To learn more about RiskWell, visit https://www.riskwell.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: Implementing structured processes in insurance Specialization and scalability in business operations Leveraging past experience for better client relationships Adapting services to client needs and service improvement Enhancing team dynamics and communication Strategies for future growth and maintaining client relationshi

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Shawn Myers, CEO of Iron Insurance Partners, the agency featured on the May 2024 front cover of Rough Notes Magazine.  Key Topics: Shawn Myers reacts to his agency being featured on Rough Notes Magazine's cover Discussion on the merger that formed Iron Insurance Examination of the synergies between merged agencies Overview of Iron Insurance's risk management strategies Importance of culture and team dynamics in management Introduction of a producer pathway to ownership Insights into the agency's community engagement and philanthropy Reach out to: Shawn Myers Jason Cass Visit Website: Iron Insurance Partners Rough Notes Magazine  Episode Sponsors: The McGowan Companies – Insurance Products: This episode is brought to you by The McGowan Companies. For more information about our new, exclusive cannabis insurance product, visit mcgowanprograms.com/frontcover Fortegra: Th

Where are we at in the AI journey in the insurance industry? Aaron Ammar, Co-Founder & CEO at Brightside AI, joins the show to discuss AI's adoption, the right vs. wrong debate, the rapid pace that AI is evolving, efficiencies in your agency, and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Brightside AI: https://brightsideai.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 Aaron Ammar: https://www.linkedin.com/in/aaron-ammar-14a41022 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 po

In this episode of Agents Influence podcast, host Jason Cass interviews Jackson Fregeau,  Co-Founder & CEO of Quandri. Key Topics: Background of Jackson Fregeau and the inception of Quandri. The evolution and potential of RPA in financial services. Challenges and solutions in deploying automation in the insurance industry. Quandri's specific automation solutions for insurance agencies. The role of RPA in reducing manual tasks and increasing operational efficiency. Future prospects for RPA technology in various sectors. Discussion on industry adaptation and the integration of new technologies. Reach out to: Jackson Fregeau Jason Cass Visit Website: Quandri Agency Intelligence Produced by: PodSquad.fm

In this candid and revealing conversation, James interviews the three most senior members of the RiskWell team. This special two-part episode gets into origin stories, and personal anecdotes and goes deep into how RiskWell operates in the marketplace. To learn more about RiskWell, visit https://www.riskwell.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: Introduction of the Executive team at RiskWell and their roles in the agency Reflections on the growth and evolution of the podcast from its early episodes The challenges and advantages of working remotely and the dynamics it brings to the team Insights into the culture of innovation and willingness to experiment within the

Lies, lies, and more lies. So very often that's all we hear from our prospects. It happens to you and it happens to your competitors. But, there is definitely something you can do to make it happen much less often and--even--use it to win more signed Broker of Record Letters. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht teaches you about why prospects are lying to you and then provides a few tips (tactics) about how to overcome these roadblocks and get the prospect to finally tell you the truth about what you have to do to win their business. Episode Highlights: Charles discusses why some insurance industry prospects are liars. (2:07) Charles shares a quick story about when he was relatively new in the insurance industry and discovered that the insured was lying to him. (3:18) Charles explains that just because you make an appointment doesn't imply you're meeting with someone who will really give you a chance. (5:48) Charles mentions that he simply cann

How are agencies setting themselves apart from a growth perspective? Andy Mathisen, Regional Sales Director at FirstChoice, a MarshBerry Company, joins the show to discuss how insurance agencies are finding lead sources, investing back in their firms, tapping outside resources and more to beat their growth goals. Andy and Elliot dive into sales training and not only finding good talent, but training them to succeed. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com FirstChoice, a MarshBerry Company: https://www.marshberry.com/solutions/aggregation/about-firstchoice 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 Andy Mathisen: https://www.linkedin.com/in/andy-mathisen This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive.

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, ChFC®, BFA™ is joined by a long-time friend of the show, Couples Counselor Dr. Matt Morris, and first-time guest Michael Baudin. Listen in as they discuss what work-life balance is and, maybe more importantly, what it is not. This recording extends from a casual conversation among friends that originated at a Pelicans NBA basketball game. Erik felt compelled to share this compelling dialogue with Stuff About Money listeners.  Drawing from his expertise as a family therapist, Dr. Matt offers valuable insights, while Michael contributes his perspectives as a successful entrepreneur. Together, they conclude the discussion by offering practical strategies to attain fulfillment in one's professional and personal life. They address pressing questions such as: Is work-life balance merely a myth? How can entrepreneurs effectively juggle the demands of business, family, and self-care while maintaining their well-being? And what sacrifices are acce

Are you happy with your current status quo or are you satisfied with mediocrity? No doubt, you're not. If not, are you doing anything significant to level-up your revenues, or write larger accounts, or close more new business? I hope you are! In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will help you to see what leveling-up would look like for you and he'll give you some key takeaways to figure out and then implement in order to finally begin closing more deals and making the money you know you're capable of earning.  Key Topics: Importance of moving beyond comfort zones to achieve substantial growth Strategies for targeting and securing larger accounts The role of mindset in surpassing traditional business limits Practical tips on choosing insurance carriers and maximizing commissions Evaluating and adjusting business strategies to align with growth objectives Real-life success stories of agents transforming their business scale Prospects for agents willing to ad