Rough Notes Front Cover, March 2024: Jim Schubert, Southern States Insurance
Agency Intelligence
by Agency Intelligence
1M ago
In the inaugural episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jim Schubert, President & CEO of Southern States Insurance, the agency featured on the March 2024 front cover of Rough Notes Magazine. Key Topics: Jim Schubert shares the significance of Southern States Insurance's feature on the front cover of Rough Notes Magazine The rarity and honor of being featured among thousands of agencies The strategic growth and planning behind the agency's success The importance of core values and developing a strong team culture ..read more
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Stuff About Money: The Power of Simple in Financial Planning
Agency Intelligence
by Agency Intelligence
8M ago
We are thrilled to welcome the Stuff About Money They Didn’t Teach You In School Podcast to the AI Podcast Network! Making a financial plan is complicated. There are a lot of moving parts and complexity…you could fill a book with just one plan! But often, more isn’t always better. Xavier Angel, CFP®, ChFC, CLTC and Erik Garcia, CFP®, BFA, talk about the benefits of keeping it simple. From children practicing copyright law to adults presenting too-long packets of paper to a 40 year monster of a plan, our intrepid hosts explore why simple is sometimes best. Episode Highlights: Xavier discusses ..read more
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GPP: Insurance Agencies: How to go from Strategy to Execution Using Behavioral Science
Agency Intelligence
by Agency Intelligence
10M ago
Our industry is not short on ideas. But implementation is a completely different mindset. Larry Linne, CEO of InCite Performance Group, joins us this week to talk about how to properly execute your strategy as an insurance agent. Execution requires discipline, and partial execution leads to partial results. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ InCite Performance Group: https://incitepg.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/ell ..read more
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Power Women In Insurance: Throwback: Niching Into Women-Owned Insurance and Creating a New Conversation in the Insurance Space With Kim Beach
Agency Intelligence
by Agency Intelligence
10M ago
In this throwback episode of Power Women In Insurance, Teresa Kitchens sits down with Kim Beach, Founder & CEO of InsureWomen. Kim is an agency owner who is focusing on bringing insurance solutions specifically to women, to niche, and provide the care and coverage they need. Episode Highlights: Kim shares her career background. (2:53) What really surprised Kim when she first started out in insurance? (4:53) Kim shares what she found interesting after watching the movie, The Founder. (6:53) Kim discusses gender roles within the industry and some of the feedback she’s received. (10:29) Kim ..read more
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The 10 Rules of Business: The First Rule of Business
Agency Intelligence
by Agency Intelligence
1y ago
We are excited to announce that the 10 Rules of Business podcast is joining the AI Podcast Network. The 10 Rules of Business is the brainchild of ex-corporate CEO turned ultimate entrepreneur Mike Kirby. The first rule of business is the simplest and also the hardest of them all, "stay in business". Take a listen ..read more
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Digital Insurance Pint: LowestRates.ca Co-Founder and CEO, Justin Thouin
Agency Intelligence
by Agency Intelligence
1y ago
Justin Thouin sits down with Tom, Jeff, Steve and Adam to enjoy a Garrison Pucker Up! sour and to discuss LowestRates.ca. Launched in 2012, LowestRates.ca is one of the most popular online rate comparison sites in Canada. It’s also been ranked as one of the top 20 fastest-growing companies in the country for the past three years. When it comes to insurance, LowestRates.ca sells leads to brokerages and Justin says they try to be “the lowest cost per sale marketing channel at scale for brokers.” He shares more about what this means, talks about helping traditional brokers looking to enter the ..read more
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Cease & Desist: Training to Failure
Agency Intelligence
by Agency Intelligence
2y ago
On this episode of Cease & Desist podcast, Ryan, Andy, and Sean welcome Liv Coffman from Armadillo to the podcast! This long-awaited episode dives into home warranties, chicken and what it's like being in the LGBTQ+ community in the insurance space ..read more
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Millionaire Insurance Producer: Throwback: The Riches are in the Micro-Niches
Agency Intelligence
by Agency Intelligence
2y ago
In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht discusses how the Jack-of-all-Trades is dead. The "generalist" producer is a thing of the past. Insurance agents who become experts in a specific area (Micro-Niche) get more clients more quickly and win significantly more signed Broker of Record Letters. Episode Highlights: Charles shares a story about a man named Jack. (2:07) Charles explains what a micro-niche is. (2:55) Charles mentions the problem with being a generalist. (4:07) What would Charles recommend to insurance producers? (5:04) Charles ..read more
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RHS 139 - EXCLUSIVE: Inside the SIAA Acquisition of Rogue Risk
Agency Intelligence
by Agency Intelligence
2y ago
In this episode of The Ryan Hanley Show, take a look inside the acquisition of Rogue Risk by SIAA with Matt Masiello, CEO of SIAA, and Ryan Hanley, Founder and President of Rogue Risk. This is an episode you don't want to miss ..read more
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Cease & Desist: Breaking it Down with Erb & Young
Agency Intelligence
by Agency Intelligence
2y ago
On this week's episode of Cease & Desist podcast, Andy and Ryan are joined by the guys from Erb and Young! Listen to find out how Taylor almost took Steph Curry's spot and how important culture is in the workplace.C ..read more
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