Agency Intelligence

Join us tomorrow for a Pumpkin Spice and Pipeline Advice with Mitch Gibson, CTO of Virtual Intelligence, The Insurance Alliance, and Agency Intelligence Last month, we held the event “Escape the Quoting Nightmare,” which featured Michael Cruz’s four-step quoting process. We had 51 participants participate, and 47 stayed the entire 60 minutes. We asked them then what they wanted to learn next, and they told us they wanted to learn about AgencyZoom/ CRM’s/Pipelines/Automation So it’s November! Join host Davie Holt aka Tommy Gobbels and learn practical tips to boost your CRM efficiency, perfect your pipelines, and simplify your processes. This session is packed with real strategies from Mitch and designed for insurance agents and agency owners. Sip your favorite holiday drink and get exclusive insights, LIVE Q&A, and actionable advice to enhance client retention and customer experience. Don’t miss out! Transform your CRM this holiday season. The link to register is in the comments, or scan the QR code! #CRM #InsuranceWebinar #ThanksgivingSpecial #PipelineAdvice Mitch Gibson Davie Holt

Check out our latest blog from our friends at Lightspeed Voice! ?? Having a reliable, high-quality, and fully integrated VoIP system is no longer just an option; it’s a must-have for any agency aiming to grow its client base and deliver exceptional customer service. Read more here: https://bit.ly/3CxP0Wt

In this episode of "The Stuff About Money They Didn't Teach You in School," host Erik Garcia welcomes Bradley Flowers, co-host of "The Insurance Guys Podcast" and owner of Portal Insurance. Bradley shares his unique perspective on improving both golf scores and financial health by focusing on making fewer bad decisions rather than striving for perfection. They discuss how this approach can lead to better outcomes in wealth-building and entrepreneurship. Bradley and Erik explore common financial mistakes and strategies to avoid them, drawing parallels between golf and financial decision-making. Bradley also shares insights from his entrepreneurial journey, emphasizing the importance of long-term success by minimizing errors. Tune in to learn how a shift in mindset can enhance both your financial literacy and your golf game. Listen here: https://spoti.fi/3sTAbTM Watch here: https://bit.ly/4hRsV5t

Micah Salas, Senior Vice President for Christensen Group Insurance, started inside of a large captive agency and moved into the independent world. He joins the show today to discuss the "business plan" you learn coming up in trenches vs. what independent agencies face. He dives into building your client profile and niche, finding the volume of prospects you need to succeed, avoiding paralysis by analysis, and creating quality opportunities. Enjoy the episode! Listen here: https://spoti.fi/3sTAbTM Watch here: https://bit.ly/4ehTNss

In this episode of Power Women In Insurance, Doris and Teresa talk about her life, her career at Vertafore, and how personal challenges have helped her to pass along her experiences to others. Listen here: https://spoti.fi/3sTAbTM Watch here: https://bit.ly/48BbmCz

In this episode of the "Stuff About Money" podcast, hosts Erik Garcia, CFP?, BFA?, ChFC?, and Xavier Angel, CFP?, ChFC?, CLTC, discuss investing with Kevin Caron, CFA, Senior Portfolio Manager for Washington Crossing Advisors. They explore the firm's investment philosophy, focusing on quality companies with a track record of consistent growth and profitability. Kevin explains their emphasis on businesses that are well-capitalized, with low debt and attractive valuations, ensuring a focus on durability and predictability. The discussion also touches on the strengths and limitations of this investment approach, including when it performs well and potential times of underperformance. Kevin shares the metrics used to select these companies and provides insights into current economic events, such as the market's narrow leadership by the "magnificent seven" stocks and record U.S. equity valuations. Learn how a focus on quality can lead to a strong and resilient investment strategy. Listen here: https://spoti.fi/3sTAbTM Watch here: https://bit.ly/4eRO7GF

In this episode of Agency Intelligence podcast, host Jason Cass sits down with Ryan Hanley, CMO of Linqura to discuss the future of the insurance industry, focusing on how agents can thrive in shifting markets through innovation, strategic branding, and leveraging AI. Listen here: https://spoti.fi/3sTAbTM Watch here: https://bit.ly/40mzzdN

There is a difference between marketing and sales. And the sooner you create that distinction in your firm, the more scalable you'll become, according to Brett Young, CEO of Erb and Young. Brett joins us this week to talk about how his agency has built a brand in their market, grown within their niche and scaled with a repeatable process. Enjoy the episode! Listen here: https://spoti.fi/3sTAbTM Watch here: https://bit.ly/3UtfBKt

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Cyrus Jaffery, Founder & CEO of Jaffery Insurance, the agency featured on the November 2024 front cover of Rough Notes Magazine. Listen here: https://spoti.fi/3sTAbTM Watch here: https://bit.ly/4eOVPkR

In this episode of Power Women In Insurance, Teresa Kitchens chats about how she set goals and measures them. Listen here: https://spoti.fi/3sTAbTM Watch here: https://bit.ly/3O5bEs5