Podcast
Agency Intelligence: The Insurance Podcast Network
Hosted by Agency Intelligence · EN
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!
57episodes
Episodes
Newest firstAll episodes
Why Gen Z Could Be Your Agency's Secret Weapon
Jun 900:27:40Tap to summarizeThe agencies that figure out Gen Z first will have a serious edge. As part of the Virtual Intelligence series, Jason Cass sits down with Juan Rueda, Managing Director at Virtual Intelligence, to break down what it actually takes to lead, train, and retain a Gen Z workforce. Key Topics: Why Gen Z's tech fluency and questioning mindset are underused agency assets How Juan built a virtual employee training program without being a licensed agent Agency Training Institute: training people to get licensed and do the job Why Gen Z thrives with ownership, fast feedback, and clear standards Owning an outcome vs. completing a checklist and why it matters Why job hopping usually reflects a broken system, not a broken generation Structured training programs as the key to retaining young hires How rising costs and eroded company loyalty reshaped Gen Z's work expectations Five reasons insurance is an ideal career for young people Juan's closing challenge: stop assuming Gen Z is the problem Reach out to: Juan Rueda Jason Cass Visit Website: Virtual Intelligence Agency Intelligence Produced by PodSquad.fm
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Stuff About Money: Mindset: Your Financial Beliefs Driving Your Financial Decisions
Jun 300:23:40Tap to summarizeIn the opening episode of The Psychology of Money series, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore one of the most overlooked drivers of financial success: mindset. Long before people learn how to invest, budget, or build wealth, they develop internal “money scripts” — subconscious beliefs shaped by childhood experiences, family dynamics, culture, and personal history. Together, Erik and Matt unpack how these invisible beliefs influence everything from spending habits and lifestyle expectations to fear, scarcity, ambition, and financial anxiety. Through relatable stories, humor, and real-world examples, they explain why wealth-building is often less about intelligence and more about the mental filters through which we interpret money. The episode challenges listeners to begin identifying the stories they carry about money — and whether those stories are helping or hurting their future. Episode Highlights: Erik explains how mindset functions as a constant background filter for the way people think about and approach money. (03:00) Dr. Matt discusses how scarcity mindset surfaces in couples when partners feel they will never have enough or get ahead. (08:50) Building awareness and changing behavior are the keys to rewiring a money mindset. (14:40) Erik shares how the most valuable client conversations focus on mindset and behavior rather than technical financial advice. (16:50) Dr. Matt shares a starting point for exploring money scripts by reflecting on what a family communicated about money. (18:20) Key Quotes: "Building wealth, having financial success has as much to do with behavior, with managing emotions, all that psychology stuff than it does with the technical stuff about money" - Erik Garcia, CFP®, ChFC®, BFA™ "There's a script running in the background. We don't just act rationally with money. We are acting out a story about our beliefs about money." - Dr. Matt Morris, LMFT "We're using mindset and script synonymously, so take time to understand your money scripts. They probably came from your family of origin, so take some time. If you have a spouse, take some time to understand theirs also." - Dr. Matt Morris, LMFT Resources Mentioned: Dr. Matt Morris, LMFT Matt Morris & Associates Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
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The Phone Call Is Not Dead, It’s Just Getting Smarter
Jun 200:43:16Tap to summarizeWhat happens when the person building your phone technology has actually spent time on your side of the desk? Jason sits down with Veronika Perkowski, Senior Manager of Corporate Strategy at LightSpeed Voice, to dig into how voice technology is evolving, what Nova Pro brings to agency workflows, and why today's AI voice agents may be doing more harm than good. Key Topics: Veronika's path from media strategy and an AI startup to LightSpeed Voice How LightSpeed Voice builds products by staying close to agents How LightSpeed Voice's in-house infrastructure translates to faster fixes and fewer outages LightSpeed Solutions: the MSP and cybersecurity arm rooted in LightSpeed Voice's origins Nova Pro: more agency control over workflows, data capture, and team measurement Call Queries: up to 20 preset fields that auto-extract from every call transcript Jason's real-world AI voice agent test during the ERIE cyber attack and why it backfired Why outbound AI voice is riskier and voice delineation is still too costly for most agencies Veronika's take: AI dominates calls short-term, but human interaction becomes novel again long-term Why agencies should restructure around four workflow stages instead of relying on AI receptionists Reach out to: Veronika Perkowski, Jason Cass Visit Website: LightSpeed Voice LightSpeed Solutions Agency Intelligence Produced by PodSquad.fm
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Rough Notes Front Cover, June 2026: Bradley Flowers, Portal Insurance
Jun 100:47:42Tap to summarizeIn this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Bradley Flowers, Founder of Portal Insurance, the agency featured on the June 2026 front cover of Rough Notes Magazine. Key Topics From selling cell phones and planning to teach to dropping out of college for insurance Taking a $15K salary to learn P&C: chasing opportunity over money How a Snapchat article led to Wall Street Journal recognition as the number one insurance agent on the platform Podcasting as a strategy to get close to people worth learning from How Bradley launched Portal in January 2019 after years inside the captive world Portal's M&A approach and why he's pausing in today's softening market The Under The Hood Workshop: paid in-person and online program built around how Portal operates Portal Pure: replacing generic welcome gifts with personalized, customer-specific ones The client concierge role and how it develops stronger producers before they sell Why hiring discipline starts with the courage to fire Reach out to: Bradley Flowers Jason Cass Visit Website: Portal Insurance Rough Notes Magazine Produced by PodSquad.fm
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Insurance Shoptalk: Own Your Pipeline How Agencies Build True Marketing Independence
May 2900:42:36Tap to summarizeIn this episode of Insurance Shoptalk, Eric Stein sits down with Jake Cash, founder of CynrX Group and former marketing leader at GEICO, to discuss what insurance agencies need to do to grow in today’s rapidly changing marketing environment. Drawing from his experience managing large-scale insurance marketing campaigns and helping hundreds of agencies grow their books of business, Jake shares practical insights on lead generation, marketing systems, retention, automation, and the growing role of AI in agency operations. The conversation dives into how agencies can create more sustainable growth by reducing dependence on any one carrier, producer, vendor, platform, or marketing channel. Eric and Jake also discuss the importance of backend automations, speed-to-lead, differentiated messaging, retention strategy, and how AI tools are helping agencies streamline content, communication, and operational workflows without losing the human element that clients still expect. If you’re an agency owner looking to improve your marketing strategy, modernize your processes, and build a more resilient business, this episode is packed with actionable ideas and practical takeaways. #InsuranceShopTalk #InsuranceMarketing #CommercialInsurance #AgencyGrowth #Insurtech #AIinInsurance #LeadGeneration #InsuranceAgency #DigitalMarketing #InsuranceSales
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Ryan Hanley: The Human Moment AI Can't Replace
May 2800:57:22Tap to summarizeWhat happens when you stop building your life around your work and start building your work around your life? Jason sits down with Ryan Hanley for a wide-ranging conversation covering ITC Agents, the philosophy behind his upcoming book Easy Mode, and why autonomous AI agents may already be the biggest unlock independent agents aren't using. Key Topics: How Drake and Ryan grew ITC Agents into a premier event for independent agents Why ITC Agents and IndieTech offer an unbiased, association-free tech experience The Download Day and BrainShare format, and how IndieTech adapted it Ryan's AFib diagnosis and the life reset that followed Easy Mode: his upcoming book through a Simon & Schuster imprint The human-optimized business model behind Rogue Risk Finding employees' easy mode: the Sam the contractor case study Why LinkedIn's AI conversation is dangerously behind X The AI slop-shaming trend and why it's the wrong advice How an autonomous AI agent landed Ryan a book deal in roughly 30 minutes of actual work Reach out to: Ryan Hanley Jason Cass Visit Website: Agency Intelligence Produced by PodSquad.fm
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Insurance Shoptalk: Inside the Next Generation of Insurance Tech Stacks
May 2700:48:31Tap to summarizeIn this episode of Insurance Shoptalk, host Eric Stein sits down with James Benham, founder of JBK and Terra, host of the InsureTech Geek Podcast, and a longtime technology leader in the insurance industry. James shares insights from more than two decades building software, claims systems, underwriting platforms, and automation tools for carriers, TPAs, MGAs, and brokers across the insurance ecosystem. The conversation dives into how AI is transforming insurance operations, underwriting, claims management, and data analysis, while also addressing the challenges agencies and MGAs face with legacy systems, workflow automation, and implementation strategy. Eric and James discuss practical ways insurance professionals can start leveraging AI tools today, where machine learning and predictive analytics are headed next, and why agents who take the time to deeply understand these technologies will have a major advantage moving forward. If you’re interested in the future of insurance technology, AI, underwriting, claims, automation, or operational strategy, this episode is packed with valuable insights and practical takeaways. #InsuranceShopTalk #Insurtech #AIinInsurance #ClaimsManagement #Underwriting #InsuranceTechnology #CommercialInsurance #MGA #TPA #WorkersComp
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Stuff About Money: Episode 109: Time, Compounding, and the Truth About Building Wealth
May 2200:27:41Tap to summarizeIn this episode, Erik P. Garcia, CFP®, ChFC®, BFA™, and Xavier J. Angel, CFP®, ChFC®, unpack a misunderstood truth about building wealth: real wealth takes time. Picking up from their earlier conversations on discipline, behavior, and consistency, they dive into the power of compounding—not just financially, but professionally and personally as well. Through stories, analogies, and practical examples, they challenge the myth that wealth is built overnight and instead show how patience, endurance, and staying invested are what truly create long-term success. From the famous “penny doubled every day” example to lessons about career growth, relationships, and reputation, this conversation highlights how the biggest rewards often come after years of unseen work. Erik and Xavier explain why consistency matters more than quick wins, why emotional discipline is critical during slow seasons, and how time rewards those willing to stay in the game. Whether you’re building financial wealth, developing skills, or growing a business, this episode is a reminder that compounding doesn’t reward urgency—it rewards endurance. Episode Highlights: Xavier frames time as the series' "final ingredient," the force that turns discipline into stability and consistency into growth. (01:45) Erik discusses compound interest as one of the most powerful forces in finance, noting that every Stuff About Money guest asked what they wish they'd known sooner points to the same answer. (05:20) Erik explains the penny-doubling example, showing how a single cent doubled every day for 30 days compounds into more than five million dollars. (08:24) Xavier discusses career compounding, a form of growth driven not by money but by skills and experiences that stack into advantages over time. (12:26) Xavier shares the principle he stresses to his mentees: always be mindful of the person next to you, because you never know when they'll be in a position to help. (18:54) Erik wraps the series by revisiting the three wealth-building myths and landing on the real formula: avoid bad behaviors, cultivate good ones, and do both consistently enough for long enough. (22:23) Key Quotes: “Time is what turns discipline into stability and consistency into growth.” - Xavier J. Angel, CFP®, ChFC® “You never know who you're going to meet and when they may be able to help you or when they give you an opportunity. So always be mindful of that person next to you.” - Xavier J. Angel, CFP®, ChFC® “Compounding doesn't reward urgency. It rewards endurance. By definition, compounding rewards those who stay in the game long enough.” - Erik P. Garcia, CFP®, ChFC®, BFA™ Resources Mentioned: Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
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Millionaire Insurance Producer: Podcast Rebrand - The "Permission Sales" Pivot
May 2100:25:46Tap to summarizeIn this episode of the Millionaire Insurance Producer podcast, host In this last episode of the Millionaire Insurance Producer Podcast, host Charles Specht tries to hit you squarely between the eyes. In other words, he wants to get you thinking. Do you need to pivot? Do you need to start something -- finally! -- that you've been thinking about for a while but just haven't gotten around to getting it going? Why are you doing what you're doing? Why haven't you picked your Micro-Niche yet? Why haven't you started prospecting yet ....like you know you should? Why have you reverted back to doing things you know you shouldn't? And why aren't you getting the sales results you want? Well, that's what Charles is going to talk to you about in this episode. Oh yeah, and this is the last episode of the Millionaire Insurance Producer Podcast. (a moment of silence, please) But stay here with us because we're doing a simple rebrand/refresh here on this podcast channel and the new name of the show will be: PERMISSION SALES We can't wait! Key Topics: Just because you've been doing it doesn't mean you should keep doing it The Millionaire Insurance Producer Podcast is rebranding to the Permission Sales Podcast Permission: getting your prospect to give you exclusive marketplace access so you can win Pivot or step forward - stop skating the fence of indecision Reverting to old habits after coaching is the rut that kills results Nobody in your office wants to buy from you - get out and face your prospects Door knocking, walk-in visits, and text messaging are the most overlooked prospecting weapons Going back to failed tactics like a dog to its own vomit - recognize the pattern and stop The five-part Permission Sales Framework and the book Charles is writing around it What the Permission Sales podcast will cover for insurance agents and agency leaders going forward Reach out to Charles Specht Visit: Permission Network Produced by PodSquad.fm
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From Corporate To Agency: Patrick Murakami's Journey And AI Innovations
May 1500:41:18Tap to summarizeIn this episode, Jason Cass interviews Patrick Murakami, a forward-thinking insurance agency owner, about his journey from corporate to entrepreneurship, innovative marketing strategies, and the future of AI in the insurance industry. They explore how to leverage social media, AI tools like Claude and ChatGPT, and build scalable, sellable agencies. Key Topics: Patrick's decade at Progressive and pitching VoIP technology to corporate The USAA phone call that pushed Patrick to go independent Growing a $5 million agency on $260 in total ad spend through Facebook Why introducing clients to custom GPTs is still an uphill battle AEO and GEO: how AI searchability differs from traditional SEO Backlink networks and AI-searchable directories as a ranking strategy Using AI to build SOPs as the smartest entry point for most agents Why SOPs directly affect agency valuation and exit readiness Targeting the military PCS market and expanding to 25 states Patrick's book The Human Advantage and building the trust stack alongside the tech stack Reach out to: Patrick Murakami Jason Cass Visit Website: NexAgency Claude AI Obsidian Note-taking App Agency Intelligence Manual Agency Intelligence Produced by PodSquad.fm
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