Agency Intelligence

In this episode of Agency Intelligence podcast, Jason Cass speaks with Erik Garcia of Garcia Insurance Services in New Orleans, about the importance of establishing specific processes and workflows for your insurance agency. These two insurance business owners get their creative juices flowing with tips on which apps and services help with work, and which books inspire their methods. They examine teamwork, automation, and customer renewals. Jason Cass and Eric Garcia even speak about situations that call for firing clients to justify the time spent and the revenue associated with that time.

It’s the two starting points of any customer experience. Summary: In today’s episode of Agents Influence Podcast, host Jason Cass, the owner of The Insurance Alliance, the founder of the Grow Program and the author of the Amazon best-selling book Customer Service is Just Foreplay shares email feedback he has received about becoming a more […] The post Being Consistent and gathering Data, that’s where you start. appeared first on .

Why are InsurTech companies any different than other businesses? It’s hard for any business to make a profit in the first two or three years. That is just one topic that Caribou Honig, the Chairman and Cofounder of HR Transform & InsureTech Connect and Cofounder of boutique VC firm QED Investors and I discuss. It’s time to quit […] The post When Do InsurTech Companies Start to Make a Profit? appeared first on .

That’s right you heard it here first they broke the mold. All these so-called video experts want to tell you how to use video for your agency but it all has to do with advertising and marketing. What they can’t tell you and show you (because they are not agents) is how to use it beyond […] The post Advisor Evolved Broke the Video Mold appeared first on .

You can only fool the prospect and client so long before they realize you are just another old-school agency. As we work hard to create the customer experience that the customer of today demands we are cutting the process short and the customer are realizing it. We are the bodybuilder who only works his or […] The post Is Insurance Advertising and Marketing enough in 2018? appeared first on .

It’s see you later, even though we might not be sure when that is. Sometimes an opportunity comes along you didn’t expect that you just have to take. They aren’t always easy to see or get to and might come at the expense of close friends. That’s what Jason talks about today with Joey Giangola […] The post This isn’t Goodbye… appeared first on .

They say all good things must come to an end. Maybe that’s true, or maybe they just have to move on? There’s probably no right or wrong answer, but movement is an inevitable force of the universe. That’s what Joey talks to himself about today as he makes peace with where he’s going. Listen to […] The post The End appeared first on .

It’s pretty easy to cross the line when you exploit a tragedy and someone’s ignorance at the same time. Attention for attention’s sake is only good if people don’t hate you when it’s all said and done. Lemonade’s recent shenanigans have put them directly in the center of insurance agents cross-hairs. That’s what Jason talks […] The post Has Lemonade Finally Gone to Far? appeared first on .

It’s really easy to tell yourself something without doing the necessary work to visualize the reality. That happens more often then not when you set your sites on a new niche or line of business. Your commission goals fly off the rails into a fantasy land fill with impossible expectations. That’s what Joey talks about […] The post How Real Are Your Commission Goals? appeared first on .

If you’ve been having a hard time lately, that might not be a great sign. They keep saying that the industry will see more change in the next five years then in the last 25. The Safeco Report looks to put some hard numbers to all the feelings and theories surrounding what we do. That’s […] The post Can You Tell Your Producer’s and CSR’s Apart? appeared first on .

It’s not that complicated, it’s just hard working making it happen. The trick is figuring out who should be finding you and more importantly how to speak their language and completely forget yours. From there it’s all about telling them the things they need to know to build trust and demonstrate just how amazing you […] The post Everything Your Niche Needs to Find You appeared first on .

It sounds crazy, but if you’re not, there will probably be someone who is. That someone will also be close enough to your business to take anything and everything they want. It’s a hard concept to grab since we’re only in the second or third inning of what the internet has done to our attention. […] The post Should You Be Insurance Famous? appeared first on .

If you don’t, you’re probably not doing something consistently The easiest way to make sure something gets done is to have it automatically happen every time. The fancier word for that is called automation and is the cheapest and fastest way to find consistent. That’s what Joey talks about with Nancy Nicklow, of Huff Insurance, […] The post Do You Have Enough Leads to be Picky? appeared first on .

The game might have just started, but that doesn’t mean we shouldn’t be playing. It’s very possible this revolution could allow the industry to make up a ton of traditionally stagnate ground in a hurry. They only thing we have to do is start playing this new game most people haven’t heard of yet. That’s […] The post Will Your Voice Enable Enough Conversations? appeared first on .

It doesn’t even have to be anything that big, just something that makes a difference. The problem with change is that we are always looking for it to be unmistakably noticeable. Almost as if there was a giant neon sign above it that said “big change here” leaving you with very little chance of missing […] The post What Do You Want to Change? appeared first on .

Don’t worry, there’s really only two types of email you should/can send and it’s really just about having the right mindset. It’s fast, cheap and easy. In fact it almost sounds too good to be true, but those are some of the benefits of deploying an effective email marketing strategy. The bigger problem is getting […] The post Do You Suffer From Email Intimidation? appeared first on .

It’s hard to see until you start or stop investing in it. Breaking routines and habits can be very powerful if you’re going to come back with a better one. Even if you don’t, just taking that step back to let everyone else see what it looks like is crazy. That’s what Joey talks about […] The post What’s the ROI of Changing Your Perspective? appeared first on .

It doesn’t matter how many times you hear it, you need better people around you. It’s even better when those better people not only help you become a better person, but also help you become better at making other people better. It’s this dynamic that could use a little work in the insurance industry to […] The post Multiplying Leaders Builds a Better Industry appeared first on .

Doing it the same every time, everywhere is a lot harder than you think. Mix in a constantly moving target that makes you do it different than before, and you’ve got a solid customer experience recipe. It’s in the consistent evolution that your customers will find comfort and familiarity. That’s what Joey talks with Christopher […] The post Are You Consistently Evolving With Your Clients? appeared first on .

Sometimes it’s really hard to tell because everyone just wants to be nice so you’ll leave them alone. The first and most important question you need to ask yourself is, do you even have a system in place to get it? If not, that’s the first thing that needs to happen before you can even […] The post Are You Getting the Right Feedback? appeared first on .