Agency Intelligence: The Insurance Podcast Network
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!
Episodes
April 23, 2025 • 14 mins
We’re excited to welcome The Scratch Agency Podcast to the Agency Intelligence Podcast Network! Hosted by Stephen Turnbull and Shawn Fitzgerald, this show follows their real-time journey as scratch agency owners - sharing wins, challenges, and the mindset it takes to dig deep, believe in yourself, and own your future.
In Episode 114, Shawn goes solo to share exciting updates and insights for agency owners and entrepreneurs. He div...
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April 23, 2025 • 46 mins
Let’s face it… tech is taking over! But sometimes, nothing beats the power of a face-to-face meeting.
In this throwback episode, originally aired on February 8, 2023, we sit down with Michael Bodack to explore how personal connection can be the ultimate sales differentiator.
Michael breaks down his proven approach to client relationships and reveals strategies to stay competitive in a digital-first world.
Episode Links:
Ellerbro...
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April 22, 2025 • 12 mins
In this episode of the Stuff About Money They Didn’t Teach You in School podcast, certified financial planner Erik Garcia speaks directly to those regularly investing in a 401(k), 403(b), or IRA. With the market constantly shifting, it can be tempting to pause contributions and wait for “better” times. But that move might cost you more than you think. Erik explains why dollar cost averaging—investing consistently regardless of mark...
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April 22, 2025 • 45 mins
In this episode of Agency Intelligence podcast, host Jason Cass interviews Landry Fields, Agency Owner at Nova Insurance about the rise of agentic AI, how it's different from bots, and what it means for staffing, tech, and the future of independent agencies.
Key Topics:
What sets AI agents apart from basic automation tools
How a new MCP-based internet could power future automation
Agentic AI is here and doesn't need human super...
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April 21, 2025 • 24 mins
MIND SET.
You're either strong in the area of confidence and mindset, or you're a weak little puppy.
Which one is it?
Insurance agents who lack confidence tend to write fewer new accounts each year, they write smaller accounts, and they don't win many (any?) signed Broker of Record Letters. The opposite is also 100% true: Insurance producers who are confident and in the right frame of mind set more appointments and write more acc...
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April 17, 2025 • 20 mins
You get out what you put in. You win championships when you do the good work. You reap what you sow. These are the realities of what happens to people (and teams) who do the right things over and over again. Success comes to those who do the right work and stay consistent. Last time I checked, none of your insurance carriers pay any "consolation commission" when you come in 2nd place. It's all or nothing, baby! If you sow inactivit...
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Cold Calling is never much fun, but it can become your pot of gold at the end of a rainbow if you can figure out the proper Script and get your delivery of the Script down pat with both enthusiasm and confidence. Most insurance agents have a lame, tired, and worn-out Script that makes them sound like every other agent out there. Don't be that agent! In this throwback episode of the Millionaire Insurance Producer podcast, host Charl...
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April 8, 2025 • 30 mins
In this episode of Stuff About Money They Didn't Teach You in School, I (Erik Garcia, CFP®, ChFC®, BFA™) take a solo journey back to 2019—pre-COVID, pre-pandemic stimulus, pre-whatever the heck this current economy is. It's wild to think how much has changed… and how much has stayed the same. This episode opens with a confusing encounter with a Polish website and a German iPhone—setting the stage for how disorienting the financial ...
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April 1, 2025 • 29 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Matt Simon, President of CoverLink Insurance, the agency featured on the April 2024 front cover of Rough Notes Magazine.
Key Topics:
CoverLink Insurance’s rebrand after 100 years to unify multiple agencies
The meaning behind "CoverLink" and its mission to protect clients
Hiring based on attitude and work...
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March 25, 2025 • 17 mins
We all think having more money will make us happier, but what if the way we instinctively spend it isn’t actually the key to lasting happiness? In this episode of Stuff About Money, Erik Garcia, CFP®, dives into five ways we can use money, and why the thing we want to do with it—buying more stuff—won’t bring us the deep, fulfilling happiness we hope for. Instead, he explores the four things that actually do create happiness: invest...
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You know, if a producer doesn't get to $100,000 of commission in a reasonable amount of time, they often either get fired or they find a new job outside of insurance. So, we not only need to help them get to $100,000 of commission but I think -- more importantly -- we need to get them to a $250,000 commission Book of Business as soon as humanly possible. Why? Because, once a producer gets to $250,000 in annual gross commission, the...
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March 17, 2025 • 29 mins
I have a confession to make: I firmly believe insurance agents are prospecting all wrong. And, it is not only costing them thousands of dollars every year in new business commission, but they are losing literal weeks (months?) of their lives in the process. But, I also have some good news as well. The good news is that you can be happier as a producer, more successful, get more hours of your life back, and win more frequently. It a...
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March 12, 2025 • 44 mins
How do you earn the right for a prospect's time? How do you set yourself apart from the agency down the street? And how are you being creative with your follow-up? David Sliman, CEO of Sales Proformance Consulting, has led sales teams across multiple industries, including insurance and risk management. He joins us today to discuss his four principles of selling – and it starts with speaking the language of your ideal client.
Enjoy...
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March 11, 2025 • 26 mins
Debt. Some people hate it. Some people tolerate it. And when it comes to a mortgage, the debate gets even more interesting. In this episode of Stuff About Money They Didn’t Teach You in School, Erik Garcia unpacks the question that’s been on the minds of several clients this week: Should I pay off my mortgage early? With four unique client scenarios—ranging from low-interest-rate borrowers with excess cash flow to high-rate homeown...
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March 1, 2025 • 25 mins
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Mike Hotchkiss, CEO of Hotchkiss Insurance Agency, the agency featured on the March 2025 front cover of Rough Notes Magazine.
Key Topics:
The honor of being featured on Rough Notes and its significance.
Hotchkiss Insurance’s 50-year journey and industry evolution.
The impact of mentorship on leadership an...
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February 27, 2025 • 24 mins
Have you ever been rejected when doing your prospecting? Of course you have. Probably thousands of times in your life so far. It comes with the territory. But putting in the work helps you find your people. Getting hundreds of "No's" helps you find the dozens who say, "Yes!"
In this episode of the Millionaire Insurance Producer podcast host Charles Specht explains how to embrace the rejecting haters when prospecting in order to fi...
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February 26, 2025 • 44 mins
"I hate the word broker." Casey Schrader is more a fan of the word advisor. As Regional Sales Manager and Risk Advisor at Oswald Companies, he practices what he preaches. Brokering is about selling a product. Advice is about expanding how you think and how you serve your clients. Casey also dives into marketing and content creation, creating "warm calls" as opposed to cold calls, and driving value with your clients over sales.
Enj...
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February 25, 2025 • 41 mins
In this episode of the Stuff About Money podcast, Erik and Xavier kick off this episode with a slightly humorous conversation about the unique way people from New Orleans speak—because if nothing else, in The Big Easy, they have their own way of doing things. But that same tendency to do things our way extends beyond language—it also applies to how we handle money. More specifically, how we don’t handle it. That’s right, this episo...
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February 24, 2025 • 26 mins
There are THREE things that if insurance producers did, they would have far more success at prospecting and selling insurance. What are these THREE things you might ask? Well, that's what podcast host Charles Specht will teach you in today's episode on building a $1,000,000 or more Book of Business.
Also...
The next cohort of PERMISSION PRODUCER SCHOOL starts on March 3, 2025 and goes through to March 7, 2025. It's a virtual sale...
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February 20, 2025 • 34 mins
Going for the BOR is always the better option, but sometimes you just have to quote. If you go through a normal quoting process, be sure to get these three (3) things from the prospect. Once you do this, your quote-to-win ratio will increase so much that you could see your new business revenue increase by some 50% annually. That's a lot of commission. It's YOUR new business commission! But only if you get these three buy-in's from ...
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