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!
58episodes
Episodes
Newest firstAll episodes
Insurance Shoptalk: The Healthcare Alternative for P&C Agents Who'd Rather Not Deal With It
Aug 1800:58:45Tap to summarizeIn this new episode of Insurance Shoptalk, host Eric Stein chats with Dan Thompson, Chief Benefits Officer at Venture Employer Services, about how businesses can rethink their healthcare plans. Dan shares insights into modernizing employee benefits and reducing costs while improving the overall experience for employees. Don’t miss this eye-opening conversation that could change the way you approach health insurance for your business!
Transcribe →
Stuff About Money: The Art of Executive Communication
Aug 12, 202500:49:21Tap to summarizeYou can have the best ideas in the world—but if you can’t communicate them clearly, they won’t move anyone. Great leadership requires great communication. Whether you’re casting vision, navigating hard conversations, or just trying to be heard in a noisy world, how you say it matters just as much as what you say. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris explore what separates effective communicators from everyone else. From listening well to speaking with clarity and confidence, they share practical ways leaders can build influence and trust through the way they communicate. Because at the highest levels of leadership, words carry weight. Episode Highlights: Erik explains how communication is about influencing outcomes, not just exchanging words. (02:26) Matt discusses the leader’s superpower of moving people forward through big ideas and trust. (03:10) Erik emphasizes that leadership communication happens through culture and clarity of purpose. (06:33) Matt shares the importance of transparency and vulnerability in building trust. (09:44) Erik discusses how storytelling creates timeless, powerful messages. (14:40) Matt believes empathy and curiosity are essential for meaningful connection and leadership. (19:21) Erik and Matt stress that knowing your audience is key to communicating effectively. (23:18) Matt explains why effective leaders listen deeply and ask better questions to foster connection. (27:15) Erik shares how communication starts with self-awareness and clarity of values. (29:02). Matt emphasizes that good communication in leadership means choosing the right time and tone. (31:38) Erik believes nonverbal cues and consistency play a critical role in building trust. (35:41). Matt discusses how leadership is not about dominating the room, but inviting others in. (38:10) Erik concludes that great communicators create safe environments where others feel heard. (40:52) Key Quotes: “ If we want to be successful, leading people, leading a business, leading a family. We have to continually grow in our ability to communicate.” - Erik Garcia, CFP®, ChFC®, BFA™ “ Leaders often have to communicate things that are not easy to communicate. ” - Dr. Matt Morris, LMFT “ Leaders in communicating also need to be good listeners…There's a balance between listening and speaking.” - Dr. Matt Morris, LMFT Resources Mentioned: Cultivate Success Podcast Series Companion Handouts Dr. Matt Morris, LMFT Matt Morris & Associates Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
Transcribe →
Rough Notes Front Cover, August 2025: Chip Piper & Phillip Piper - Powell & Meadows Insurance Agency
Aug 1, 202500:31:17Tap to summarizeIn this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Chip Piper & Phillip Piper of Powell & Meadows Insurance Agency, the agency featured on the August 2025 front cover of Rough Notes Magazine. Key Topics: Embracing an agency culture that values people over hierarchy. Choosing to remain independent in a time of major M&A offers. Building strong client relationships that last for decades. Leveraging virtual assistants to support and scale agency operations. Bridging the gap between traditional service and modern client expectations. Niche specialization in rural markets as a growth strategy. Transitioning leadership while honoring legacy and preparing for the future. Reach out to: Chip Piper Phillip Piper Jason Cass Visit Website: Powell & Meadows Insurance Agency Rough Notes Magazine Produced by PodSquad.fm
Transcribe →
Insurance Shoptalk: Create an Online Leads Team to Your P&C Agency
Aug 1, 202500:42:51Tap to summarizeBig news! Insurance Shoptalk has joined the AI Podcast Network! Smart conversations, sharp strategies - coming at you weekly. In this episode of Insurance Shoptalk, Eric Stein sits down with Alex Choroomi from Alkeme Insurance to discuss how digital leads and online quoting are transforming the small business insurance landscape. Alex shares his journey into the commercial insurance world, explaining how Alkeme Insurance is leveraging digital advertising and advanced quoting portals to bring in high-quality leads and close deals quickly. He dives deep into the challenges and successes of targeting industries like contractors, manufacturing, and transportation with tailored workers' comp and general liability coverage.
Transcribe →
Master Of Scale And Not Being A Loser
Jul 25, 2023Tap to summarizeIn this episode of the Agency Intelligence podcast, host Jason Cass interviews Jeff Roy, the CEO of Excalibur Insurance Group. Jeff and Jason tackle everything that business owners should know, including the answer to this question: "Jeff, what is one thing you are doing today that you were not doing 10 years ago?" Take a listen to find out his answer!Episode Highlights: What has attributed to Jeff’s success; skill or luck? (10:37) Jeff shares his background in science and how he found his way into business. (11:55) Jeff shares good business owner practices. (16:35) What has been different about what Jeff does today, versus 10 years ago? (21:27) Jeff mentions how the law of attraction has helped him. (27:41) Jeff shares a story about Mike Stromsoe’s event that he attended. (30:48) Jeff shares details on a concept he’s currently working on. (33:39) What's the number one way that Jeff gets business into his agency? (35:42) Jeff discusses lead quality in the age of Covid. (38:00) Jeff shares how he collects data with his marketing team. (44:34) Key Quotes: “I hate to lose. Basically, you learn everything by losing. All through sports growing up, you know, that's where I learned everything. The feeling of losing motivates you to become better, pick yourself up and be a better version of yourself.” - Jeff Roy “Skill makes luck. If you're doing enough things out there, eventually, you're going to get some luck because you're doing enough items. So, I'd say they're joined at the hip.” - Jeff Roy “We've got a mind that it's okay to make mistakes. My mantra is launch, fail, learn, fix. We try new things. We do things most people wouldn't do. We take the path less traveled...But, we try and make it work. We're not scared to spend money and learn from it.” - Jeff Roy Resources Mentioned: Jeff Roy LinkedIn Excalibur Insurance Group Agency Intelligence Reach out to Jason Cass
Transcribe →
Agency Freedom: E66: Marit Peters On Getting Your Ticket For The Boat
Aug 26, 2022Tap to summarizeIn this episode of Agency Freedom Podcast, James talks with Marit Peters, Executive Director of the Independent Insurance Agents of Texas, otherwise known as the Big I of Texas.Episode Highlights: Marit explains that one of the reasons she works for the industry is because she thinks of independent agents as being so gracious in their communities. (4:54) Marit shares the fundamentals of running a successful agency, including the importance of identifying those on your team that are dragging it down, and getting your metrics right. (12:00) Marit explains why it is important to look back on historical trends in order to be able to determine the things that did not work out. (15:52) Marit shares about the leadership book that she and her employees read called "The Dichotomy of Leadership." (23:07) Marit mentions that their goal at the Independent Insurance Agents of Texas is to make sure that the independent agency channel is healthy. (27:35) Marit explains how COVID has helped them become better at being reachable. (32:58) Marit discusses the impact of the advocacy work that the Independent Insurance Agents of Texas is involved in on a government level. (41:08) Marit shares that in a lot of rural communities a local presence makes a difference, but that may change in 10-20 years. (48:08) Marit discusses an organization called "Salt" that is trying to create a modern experience for the personal line space. (52:48) Marit shares that independent agents are critical to the communities, as they make sure that we are getting the right product. (56:18) Key Quotes: "I think the fundamentals are leadership and having the right courage to deal with difficult decisions, and making sure that you have the right people and hire people that are smarter than you and then trust them to do the work." - Marit Peters "I want to make sure that we're constantly hearing what people need and making sure that we're adjusting and that we have the courage to do it and we don't get stuck in that piece." - Marit Peters "If you are an agent out there that's not involved with an association, pick up the phone and call and explain why you're not. Because that is probably the best feedback an association can hear." - Marit Peters Resources Mentioned:Learn more about IIAT at https://www.iiat.org/.--Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.comConnect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedomEmail us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe.
Transcribe →
Digital Insurance Pint: Braden Bosch – Nude Solution – Nuera Insurance, Doubling Down on Digital
Aug 7, 2022Tap to summarizeIn this episode of the Digital Insurance Pint Podcast, Tom, Jeff, Steve & Adam get down & dirty with Braden on what the future holds for the future of agent digitization and what Braden is doing to help agents achieve that goal.Braden’s been in insurance since he was 16 years old and an entrepreneur for most of his life. He’s owned & managed retail brokerages and now he’s growing a digital one (Nuera Insurance) while also developing the great Canadian BMS system under the cheeky (get it?) moniker of Nude Solutions.Braden talks about: How the customer experience at Nuera – powered by Nude solutions – can be significantly better than at traditional retail brokerages The lack of evolution in insurance and his frustration at the friction that exists in the industry The experience of younger staff who are used to operating digitally in their personal life The need for carrier APIs to enable a digital carrier experience The behavioral scoring & advanced front line underwriting tools available in Nude How customers will pay more for convenience Adam, Jeff & Steve all agree – get a demo of Nude now and get your mind blown!Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast
Transcribe →
Master Of Scale And Not Being A Loser
Mar 2, 2021Tap to summarizeIn this episode of the Agency Intelligence podcast, host Jason Cass interviews Jeff Roy, the CEO of Excalibur Insurance Group. Jeff and Jason tackle everything that business owners should know, including the answer to this question: "Jeff, what is one thing you are doing today that you were not doing 10 years ago?" Take a listen to find out his answer!Episode Highlights: What has attributed to Jeff’s success; skill or luck? (10:37) Jeff shares his background in science and how he found his way into business. (11:55) Jeff shares good business owner practices. (16:35) What has been different about what Jeff does today, versus 10 years ago? (21:27) Jeff mentions how the law of attraction has helped him. (27:41) Jeff shares a story about Mike Stromsoe’s event that he attended. (30:48) Jeff shares details on a concept he’s currently working on. (33:39) What's the number one way that Jeff gets business into his agency? (35:42) Jeff discusses lead quality in the age of Covid. (38:00) Jeff shares how he collects data with his marketing team. (44:34) Key Quotes: “I hate to lose. Basically, you learn everything by losing. All through sports growing up, you know, that's where I learned everything. The feeling of losing motivates you to become better, pick yourself up and be a better version of yourself.” - Jeff Roy “Skill makes luck. If you're doing enough things out there, eventually, you're going to get some luck because you're doing enough items. So, I'd say they're joined at the hip.” - Jeff Roy “We've got a mind that it's okay to make mistakes. My mantra is launch, fail, learn, fix. We try new things. We do things most people wouldn't do. We take the path less traveled...But, we try and make it work. We're not scared to spend money and learn from it.” - Jeff Roy Resources Mentioned: Jeff Roy LinkedIn Excalibur Insurance Group Agency Intelligence Reach out to Jason Cass
Transcribe →