Agency Intelligence

Jason Cass and Ryan Hanley got together around Thanksgiving for a special Facebook live event that was so good we turned it into a two-part podcast!  Previously at Agency Nation before making the move to Bold Penguin, Ryan has become a key voice in insurance and marketing. We hear Ryan go through the process of finding his "thing" and what he should do next in his career. Jason and Ryan also talk about marketing and what it takes to be an independent agent.

In today's episode of Agency Intelligence, host Jason Cass chats with Miles Merwin, Founder and President of Advisors Insurance Agency. Jason and Miles talk about preparing for retirement within insurance and what that means for each person.

Jason Cass shares the overwhelming response to his previous podcast, "Special Episode: My Story I Was Told Not to Tell. Here It Is...". Here are a few of their stories.

In 2013, I was told to take down my website or I would be black balled in the industry. Obviously I never did, but I suffered greatly for it and until today I was too scared to tell the story. But now I have a buddy in the industry who is suffering, and I think my story is probably his story. This is actually the story of many agents who are trying to change the status quo and are being silenced by those who are trying to keep it. So here is my story...

In today's episode of Agent's Influence, host Jason Cass interviews Reid French, CEO of Applied Systems. The two talk about the progression of insurance over the years and discuss the recent developments between Applied Systems and Google. Reid shares what he believes is in store for the insurance industry.

In today's episode of Agent's Influence, host Jason Cass interviews Tariq Valente, Head of Business Development at Surfly. Tariq helps businesses connect more profoundly with their clients. Expectations and a shared understanding are two components of a successful customer experience. Jason and Tariq talk about the evolution of customer experience and how insurance is evolving.

In today's episode of Agency Intelligence, host Jason Cass interviews Olivia Schmitt, Select Business Unit Manager at TRICOR Insurance. Jason and Olivia discuss managing select, smaller premiums. They delve into the importance of leveraging smaller clients and how to use technology to enable rock solid processes.

In today's episode of Agents Intelligence podcast, host Jason Cass interviews Wessly Anderson, CTO of Agency VA. Jason and Wessly discuss innovation and transformation in the insurance industry ranging from new data solutions to new agency strategies.

In today's episode of Agents Influence, Joey Giangola is back for a chat! One year after he moved on from Agency Intelligence to pursue new adventures, Jason Cass checks in with Joey Giangola, now Managing Editor at Agency Nation, and a youtube and podcast insurance sensation with over 10 years in the insurance industry. Joey and Jason talk about what the future of insurance will look like. They dive into topics about the technology of the industry and why relationships are the industry of the future.

 In today's episode of Agents Influence, host Jason Cass interviews Justin Goodman, President of Goodman Insurance and Total CSR. Jason and Justin talk about the importance of having relevant training material within the insurance industry. Justin shares his background and his excitement around developing training material that works. The industry has historically lagged in training content due to costs. Total CSR created a platform that bridges the training gap within the industry. Find out how Justin and Total CSR are changing the face of insurance.

In today's episode of Agents Influence, host Jason Cass interviews Marcus Hayes, Director of Operations at LightSpeed Voice. The two explore the benefits of an integrated telephone system, like LightSpeed Voice. Marcus shares his background and his excitement around telephony technology that can move the insurance industry forward. LightSpeed Voice is a company that simplifies telephone systems and allows you to track, transcript, and automate the customer-service process.

In today's episode of Agents Influence, host Jason Cass interviews Mark McLaughlin, IBM's Global Insurance Director. The two explore the insurance industry, its challenges, and the revolutionary solutions of the future. Mark shares his opinion on the role technology will play in the insurance industry going forward.

In today's episode of Agent's Influence, host Jason Cass interviews Chris Cheatham, CEO of RiskGenius. The two explore the insurance industry and its challenges. Chris shares his background, experience, and motivation for creating RiskGenius. RiskGenius is a company that simplifies policy reviews to only take a couple seconds rather than a lengthy several months. RiskGenius is changing the face of the insurance industry.

Jason Cass, owner of The Insurance Alliance and founder of Agency Intelligence(formerly Grow Program) recaps where he’s been (AI BrainShare 2018) and where he’s going with his agency. He encourages listeners to focus on cleaning up the way that you handle your culture and staff. Picture your agency as a site and let’s talk about cleaning that up.

In today’s episode of Agency Intelligence, host Jason Cass interviews Nicholas Ayers, the Co-founder of i80 Insurance Solutions, based in Vacaville California, that handles auto, home, business, and life insurance. Listen and learn as Nicholas offers straight-forward advice on being profitable, reaching potential customers, and maximizing the power of video for marketing.

In today’s episode of Agency Intelligence, host Jason Cass interviews insurance agency President and Owner, Andrew Muller of Mappus Insurance Agency, based in Charleston, South Carolina. Andrew shares his experiences purchasing Mappus Insurance Agency, how the deal was structured, and ways he strengthened the company during and after the transition of becoming the new owner.

In this 8th episode of Agents Influence, host Jason Cass interviews Reid Holzworth, the Founder and CEO of TechCanary, the #1 source for insurance solutions on the Salesforce platform. Reid shares his personal history of how he became involved in insurance, technology, and technology in the insurance business, and the ways in which TechCanary has grown to be the go-to customizable solution for the insurance industry.

Miles Merwin, the owner and founder of Advisors Insurance Agency, shares how he ended up in South Carolina and the winding road that led him to the insurance industry. Miles reveals how getting let go from his first insurance job actually shifted his mindset and solidified his desire to be in the insurance industry and do everything necessary to be successful. As a business owner, Miles explains how to make effective hiring decisions and what to consider when growing your business and forecasting the future of your agency.

In this 7th episode of Agents Influence, host Jason Cass interviews Cindy Donaldson, the founder of Red Barn Consulting, a world class marketing team based in New Hartford, Connecticut. Cindy shares her backstory and the ups and downs she has gone through establishing businesses, the importance of establishing a solid company culture that is productive, and how to increase productivity in your business. “The operations, the culture of the company, all of that really needs to get worked on before you get to marketing and sales.” – Cindy Donaldson.

During this episode of AI your host Jason Cass talks about where he’s been, what he’s been doing and his plans for the podcast going forward. Show Notes: There have been a lot of changes going on in Jason Cass’s life. He bought an agency and the process was longer than expected. Purchased the agency through an SBA loan. The process has been longer than expected. You go through five layers of underwriting, you have to be pretty clean. Had his agency that went out about a year. Not a big fan of business plans that go out past a year. A business plan only matters until you get punched in the face. Went to the IAOA – Insurance Agency Owners Alliance Run by Dave Jackson and Nicholas Ayers. This is about real change by listening to people who do what you do every day. In January go to IAOA, then Elevate in June, and AI Lab IAOA was a very positive thing for his business. He and his peers sat around as business owners and critiqued each other’s businesses. We use criticism in a negative light and it do