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Artwork for Agency Intelligence: The Insurance Podcast Network

Agency Intelligence: The Insurance Podcast Network

Agency Intelligence
Insurance Industry
Prospecting
Insurance
Broker Of Record Letters
Sales Strategy
Networking
Micro-Niches
Insurance Agents
Technology
Business Infrastructure
Centers Of Influence
Women Empowerment
Team Building
Employee Onboarding
Culture In the Workplace
Client Retention
Sales Strategies
Insurance Sales Process
Training Systems
CRM Implementation

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!

PublishesDailyEpisodes1873Founded10 years ago
Number of ListenersCategories
ManagementBusinessEntrepreneurship

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Artwork for Agency Intelligence: The Insurance Podcast Network

Latest Episodes

In this episode of Insurance Shoptalk, host Eric Stein sits down with Joe Zuk, an operating partner with Altamont Capital Partners, to discuss the future of insurance through the lens of private equity, underwriting, MGA strategy, and AI. Joe shares ... more

Before you can build wealth, you have to stop destroying it. Nobel Prize-winning economist Richard Thaler said it best: “People don’t act rationally.” And when it comes to money, that shows up in ways that quietly cost us more than we realize.

In th... more

The secret sauce to building a huge Book of Business does exist. It really does. The issue is just that you don't know the recipe yet. You don't know how to set more appointments, win more signed Broker of Record Letters, and build a base of loyal cl... more

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with John Dawson, CEO at Correll Insurance Group, the agency featured on the April 2026 front cover of Rough Notes Magazine.

Key T... more

Key Facts

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Recent Guests

Joe Zuk
Operating partner at Altamont Capital Partners
Altamont Capital Partners
Episode: Insurance Shoptalk: The Future of Insurance: AI, M&A, and What Agents Must Do Now
John Dawson
Executive at Correll Insurance Group (Correll Foundation)
Correll Insurance Group
Episode: Rough Notes Front Cover, April 2026: John Dawson, Correll Insurance Group
Christopher M. Bland, PharmD
Albert W. Jowdy Professor in Pharmacy Care at the University of Georgia College of Pharmacy
University of Georgia
Episode: Stuff About Money: Episode 105: Beyond the Salary: Real Money Decisions for New Pharmacists
Michael Lebor
El Presidente of Momentum AMP, co-founder
Momentum AMP
Episode: Momentum And The Next Phase Of IndieTech
Peter Germanov
Founder of NowCerts, which rebranded to Momentum Agency Management Platform
Momentum AMP
Episode: Momentum And The Next Phase Of IndieTech
Phil Blancato
Chief Markets Strategist for Osaic
Osaic Wealth
Episode: Stuff About Money: Episode 104: Normal Returns, Broader Markets, Sexy Bonds and Lasagna With Phil Blancato
Diane Keil-Hipp
Executive from Knight Insurance Group, featured on the front cover of Rough Notes Magazine
Knight Insurance Group
Episode: Rough Notes Front Cover, March 2026: Diane Keil-Hipp, Knight Insurance Group
Brandy Thompson
CEO of BenefitBay
BenefitBay
Episode: Insurance Shoptalk: New Revenue Stream for P&C Agents: Inside the ICHRA Opportunity
Shannon Ory
Aging care consultant, senior placement specialist, and owner of Avila Senior Advisors
Avila Senior Advisors
Episode: Stuff About Money: Episode 100: Caring for Aging Parents: Why Waiting Is the Most Expensive Option

Hosts

Erik Garcia
Co-host who is a certified financial planner, contributing insights on wealth building and financial guidance.
Jason Cass
Host known for providing actionable insights for insurance agents and addressing industry challenges.
Xavier Angel
Co-host and certified financial planner who emphasizes practical wealth management advice.
Eric Stein
Host who discusses insurance-related topics, often focusing on innovative solutions and industry trends.
Charles Specht
Host with a focus on teaching effective insurance business practices and strategies.

Reviews

4.7 out of 5 stars from 57 ratings
  • Ton of great content

    Great stuff for the newly appointed agent to the season veteran. Well done Charles.

    Apple Podcasts
    5
    damontroy19
    United States4 years ago
  • Love!!

    So many great guests and so much information. I’m definitely a “Loyal Listener”!

    Apple Podcasts
    5
    Tdksterling
    United States5 years ago
  • 5 stars!

    This podcast will give you many tips you can use to grow your agency!!

    Apple Podcasts
    5
    Lyd876854
    United States5 years ago
  • Taking notes!

    Don’t miss this one! I was working around the house and had to stop to grab my journal over and over again. Massive value through these conversations. Thank you so much! - Brett Young

    Apple Podcasts
    5
    Brett Young 092784
    United States5 years ago
  • Awesome!!

    This is such an awesome podcast.so much good information and it keeps getting better .

    Jason , you rock

    Apple Podcasts
    5
    Joesph JB
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the wealth of actionable insights and various expert opinions shared throughout the episodes.
The podcast is often praised for its practical approach to addressing real-world challenges faced by insurance agents.
Many highlight the strong interviewing skills of the hosts, contributing to engaging conversations that bring value to their professional lives.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Insurance Shoptalk: The Future of Insurance: AI, M&A, and What Agents Must Do Now
Q: In terms of AI, what are you seeing as the main early-use cases to help junior underwriters and frontline staff?
AI is increasingly used to guide underwriting questions, prioritize submissions, manage workflow, and support straight-through AI-driven processes for simpler products, while maintaining human judgment for complex decisions and relationship-driven work.
Insurance Shoptalk: The AI CSR: How Agencies Are Automating Calls, Claims & Renewals
Q: What is the ideal agency size and engagement model for Sonant AI?
Value scales with the number of calls handled; a small scratch agency may not benefit as much due to low volume, while agencies with 20+ calls per day or five to ten staff members handling calls will see meaningful productivity gains and justification for the investment.
Insurance Shoptalk: The AI CSR: How Agencies Are Automating Calls, Claims & Renewals
Q: What about security and AML concerns, given this interfaces with sensitive customer data?
Security is prioritized through verification across multiple fields, SOC 2 Type 2 compliance with annual third-party audits, and robust data-handling practices to minimize data exposure, aligning with enterprise standards for insurance software partners.
Insurance Shoptalk: The AI CSR: How Agencies Are Automating Calls, Claims & Renewals
Q: How does the system handle claims, billing, and renewals, and what kind of automation is possible after the call ends?
The system can take initial claim intake, flag urgent cases, and push billing questions into appropriate channels (text links for payments, or carrier portals for direct bill). It also supports post-call actions like calendar meetings, creating prospects, and updating AMS records, enabling a continuous workflow beyond the call.
Insurance Shoptalk: The AI CSR: How Agencies Are Automating Calls, Claims & Renewals
Q: Can you explain the onboarding timeline and what a typical deployment looks like for an agency?
Onboarding has a structured, step-by-step process and can go live in as little as a week, typically two to three weeks depending on testing. The rollout can start with low-risk use cases like after-hours auto attendants and then expand to full-time use as confidence grows, with ongoing optimization and a post-call review.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

A diverse array of topics related to the insurance industry is frequently explored, covering everything from wealth building myths to innovative insurance solutions and the evolving role of technology in customer service. Conversations take place among industry professionals, including agency owners and thought leaders, emphasizing practical advice for both new and seasoned insurance agents. Notable themes include effective prospecting approaches, strategies for scaling operations without increasing headcount, and the importance of understanding client needs in the insurance sector. This podcast offers listeners not only insights into industry trends but also actionable tips that can facilitate professional growth and enhanced client relati... more

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this podcast launched 10 years ago and published 1873 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Joe Zuk
2. John Dawson
3. Christopher M. Bland, PharmD
4. Michael Lebor
5. Peter Germanov
6. Phil Blancato
7. Diane Keil-Hipp
8. Brandy Thompson

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