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Artwork for Agency Intelligence: The Insurance Podcast Network

Agency Intelligence: The Insurance Podcast Network

Agency Intelligence
Insurance Industry
Insurance
Artificial Intelligence
Financial Planning
Leadership
Insurance Agents
Rough Notes Magazine
Broker Of Record Letters
Risk Management
Workers' Compensation
Retirement Planning
Prospecting
Investing
AI Technology
Money
Insurance Technology
Financial Literacy
Work-Life Balance
Insurance Agencies
Debt Management

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!

PublishesTwice weeklyEpisodes1916Founded11 years ago
Number of ListenersCategories
ManagementBusinessEntrepreneurship

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Artwork for Agency Intelligence: The Insurance Podcast Network

Latest Episodes

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Andrew Corndell, Founder of Corndell Insurance, the agency featured on the November 2026 front cover of Rough Notes Magazine. more

What if trying to protect your money is actually putting your financial future at risk? Market volatility, political uncertainty, and the excitement surrounding artificial intelligence can make even experienced investors question their decisions. But... more

You don’t need to know how to build AI to get ahead with it. You need to know how to use it. IndieTech 2027 Featured Speaker Ruben Hassid sits down with Jason to talk about choosing the right model and how fast AI is getting cheaper, and as Co-Founde... more

YouTube

What if you’re not behind financially? What if you’re just getting started? In this episode of Money in Real Life, Stuff About Money co-hosts Xavier Angel CFP®, ChFC®, CLTC®, and Erik Garcia, CFP®, BFA™, tackle the pressure young professionals feel t... more

Key Facts

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Recent Guests

Ruben Hassid
AI educator and co-founder of GPC, a consulting firm that helps companies adopt AI
GPC
Episode: Ruben Hassid On Mastering AI Before It Masters You
Linda Fisher
Owner of Cardinal Insurance Group, Traverse City, Michigan
Cardinal Insurance Group
Episode: Rough Notes Front Cover, October 2026: Linda Fisher, Cardinal Insurance Group
Randy Boss
Former owner/leader of Ottawa Kent Insurance Agency, featured on Rough Notes front cover in 2012
Ottawa Kent Insurance Agency
Episode: Rough Notes Front Cover Archives, July 2012: Randall Boss, Ottawa Kent Insurance Agency
Carl Ziadé
CEO of Gaya, insurtech founder
Gaya
Episode: Carl Ziadé On What's Next For Gaya, From Proposals To Agentic Quoting
Pat Davis
CEO of InsurePay
InsurePay
Episode: Insurance Shoptalk: The PAYGO Defense Strategy: How Agents Protect Their Workers’ Comp Book
Norm Hudson
CEO of Staff Boom
Staff Boom
Episode: Insurance Shoptalk: The New Agency Workforce: AI Tools + Offshore Talent
Troy Korsgaden
Insurance industry expert and author
Korsgaden Intelligence / Agency
Episode: Troy Korsgaden's Ten Appointments A Day Rule For Growth
Robbie Smith
CEO Oakbridge Insurance
Oakbridge Insurance
Episode: Rough Notes Front Cover, September 2026: Robbie Smith, Oakbridge Insurance
Matt Morris
Family therapist, couples counselor, professor
Episode: Stuff About Money: Your Thoughts Shape You. Your Habits Build You. Your Choices Define You

Hosts

Jason Cass
Host of Agency Intelligence Podcast
Erik Garcia
Co-host of the Psychology of Money series; CFP
Janet Payne
Agency partner and executive lead; Rough Notes Magazine feature

Reviews

4.7 out of 5 stars from 59 ratings
  • Great resource for insurance intelligence.

    Podchaser
    5
    Craig
    3 months ago
  • Ton of great content

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

    Apple Podcasts
    5
    damontroy19
    United States5 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 States6 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 States6 years ago

Listeners Say

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

Content consistently delivers value for agency owners and marketers, with strong emphasis on tech and independence.
Engaging host with practical, actionable insights for new and veteran agents.
Guests bring real-world operational advice and growth strategies.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Ruben Hassid On Mastering AI Before It Masters You
Q: What do you think about the open models, Ruben, versus the ones that you just talked about?
Hassid says open models are very capable and inexpensive, and that competition from them encourages other providers to improve. He recommends evaluating models by balancing intelligence and cost, while noting subscription pricing can make a more expensive model worthwhile for some teams.
Ruben Hassid On Mastering AI Before It Masters You
Q: Should I use one or should I use many?
Hassid says he uses many tools because AI is his full-time job, but most people should pick one leading tool and become proficient with it.
Rough Notes Front Cover, October 2026: Linda Fisher, Cardinal Insurance Group
Q: How did you approach shifting leadership from boss to leader within your agency, especially with scaling and remote staff?
The key was focusing on the team's dreams and development, letting the team chase the agency's dream through empowerment, clear roles, and ongoing mentoring rather than micromanaging client-facing tasks.
Rough Notes Front Cover, October 2026: Linda Fisher, Cardinal Insurance Group
Q: Linda, tell me the feeling you first had when you found out you were going to be on the cover of Rough Notes Magazine.
Shocked and honored, followed by a recognition that such honors come when the business has earned it, and that the moment reinforces the value of the agency's work and community impact.
Rough Notes Front Cover Archives, July 2012: Randall Boss, Ottawa Kent Insurance Agency
Q: How has life changed since 2012 in terms of what your agency does and how you operate?
We shifted from primarily quoting policies to partnering with clients on risk management and prevention, leveraging technology to monitor risk and support process improvements.

Audience Metrics

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Frequently Asked Questions About This Podcast

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

This show centers on running insurance agencies in a tech-driven era, with frequent focus on agency operations, workforce models, and the evolving role of technology—from AMS and CRMs to AI and virtual staffing. Episodes also spotlight leadership, growth strategies, and independent marketing approaches that reduce dependency on carriers, along with practical lessons on culture, hiring, and client experience. Notable themes include four-day work weeks, offshore virtual assistants, AI-powered tools for claims and calls, and the ongoing shift to data-driven processes. The format blends practitioner insight with industry trends, making it useful for agency owners, operators, and marketing leaders seeking actionable tactics and strategic perspec... more

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. The Insurance Guys Podcast
2. The Scratch Agency Podcast
3. Business Refocused
4. Power Producers Podcast
5. Scale Your Insurance Agency | Hosted by Mike Stromsoe

How many episodes of this podcast are there?

this podcast launched 11 years ago and published 1916 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. Ruben Hassid
2. Linda Fisher
3. Randy Boss
4. Carl Ziadé
5. Pat Davis
6. Norm Hudson
7. Troy Korsgaden
8. Robbie Smith

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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