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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
Insurance Agents
Leadership
Broker Of Record Letters
Risk Management
Insurance Technology
Retirement Planning
Rough Notes Magazine
Commercial Insurance
Workers' Compensation
Debt Management
Investing
Prospecting
Work-Life Balance
AI Technology
Sales Strategy
Client Relationships

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 weeklyEpisodes1891Founded10 years ago
Number of ListenersCategories
ManagementBusinessEntrepreneurship

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Artwork for Agency Intelligence: The Insurance Podcast Network

Latest Episodes

Money is emotional — and in this episode, ⁠Erik Garcia, CFP®, ChFC®, BFA™⁠ and ⁠Dr. Matt Morris, LMFT⁠ explore why emotions have such a powerful influence on financial behavior. From market volatility and economic uncertainty to comparison, insecurit... more

What's really behind the growing wave of producers walking out the door? Jason Cass sits down with Athena Page, Head of Sales at Virtual Intelligence, to unpack the real reasons good producers leave agencies and what owners can do to stop the cycle b... more

YouTube

In this episode of Insurance Shoptalk, Eric Stein sits down with David Prejeant, Vice President of Client Relations at Alacrity Solutions, to discuss one of the fastest-growing challenges facing the insurance industry: AI-powered fraud. With more tha... more

The agencies that figure out Gen Z first will have a serious edge. As part of the Virtual Intelligence series, Jason Cass sits down with Juan Rueda, Managing Director at Virtual Intelligence, to break down what it actually takes to lead, train, and r... more

YouTube

Key Facts

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Recent Guests

Veronika Perkowski
Head of strategy, LightSpeed Voice/LightSpeed Solutions
LightSpeed Voice
Episode: The Phone Call Is Not Dead, It’s Just Getting Smarter
Jake Cash
Marketing guru for insurance agencies, CynrX Group
CynrX Group
Episode: Insurance Shoptalk: Own Your Pipeline How Agencies Build True Marketing Independence
James Benham
InsureTech Geek Podcast host, author, business owner
JBKnowledge / Terra
Episode: Insurance Shoptalk: Inside the Next Generation of Insurance Tech Stacks
Mark Flockhart
CEO, Valor Insurance Group; Think Insurance founder
Valor Insurance Group
Episode: Rough Notes Front Cover, May 2026: Mark Flockhart - Valor Insurance Group
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

Hosts

Xavier Angel
Host of the show and a certified financial planner; frequent focus on money, wealth-building and financial services within insurance and agent ecosystems.
Erik Garcia
Co-host with a background as a certified financial planner; often covers agency growth and financial planning topics.
Charles Specht
Host and CEO involved in agency leadership, training, and sales strategy; frequently discusses insurance agency growth, BORs, and open ecosystems.
Jason Cass
Host with Rough Notes and Agency Intelligence connections; focuses on interviews, market trends, and practical agency growth 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.

High value for insurance agents seeking practical growth tactics.
Guests bring real-world experience and actionable advice.
Good mix of marketing, AI, and agency-management topics with steady quality.

Chart Rankings

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

Apple Podcasts
#59
Chile/Business/Management
Apple Podcasts
#85
Israel/Business/Management
Apple Podcasts
#154
Ukraine/Business/Management

Talking Points

Recent interactions between the hosts and their guests.

Insurance Shoptalk: Own Your Pipeline How Agencies Build True Marketing Independence
Q: How do you incorporate AI into marketing for agencies without making AI a hollow external promise?
Use AI internally for research, prompt development and back-end automations, and train it on the agency's own data to reflect the agency's voice, while avoiding making AI the primary external value proposition to clients.
Insurance Shoptalk: Own Your Pipeline How Agencies Build True Marketing Independence
Q: What does your five-bucket ladder of dependency look like in practice for a growing agency?
It starts with reducing vendor dependence, then person dependence, followed by diversifying channels, avoiding platform dependence, and finally mitigating carrier dependence, so the agency becomes less vulnerable and more capable of sustaining growth through diversified, controllable inputs.
The Phone Call Is Not Dead, It’s Just Getting Smarter
Q: How should agencies approach AI-powered receptionists given past negative experiences?
Start with clearly defined use cases, test extensively (especially outbound vs inbound), and consider phased implementations with fail-safes, while acknowledging the current limitations and costs of voice delineation technologies.
The Phone Call Is Not Dead, It’s Just Getting Smarter
Q: What can we expect from Nova Pro compared to Nova, and how does it fit into agency workflows?
Nova Pro offers deeper customization for agency owners, allows alignment with specific workflows, automates more of the information extraction, and pushes relevant data into CRM/AMS systems to streamline operations.
Rough Notes Front Cover, June 2026: Bradley Flowers, Portal Insurance
Q: What's one thing every agency owner is wasting money on right now?
Too many agencies buy technology that doesn't integrate into their workflow, and people or office costs are the other big levers to address alongside streamlining tech.

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?

The show centers on building and running insurance agencies in a rapidly evolving market, with a steady focus on growth strategies, sales effectiveness, and technology adoption. Episodes frequently explore how AI, data, and open ecosystems reshape agency operations, marketing, and client interactions, alongside practical guidance on prospecting, broker-of-record strategies, and leadership. A standout characteristic is the frequent pairing of veteran industry insight with hands-on tactics and real-world case studies from agency owners, executives, and investors, often tied to tangible tools, platforms, and open platforms that promise scalable workflows. This mix makes it useful for listeners aiming to modernize distribution, improve profitab... more

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. Business Refocused
2. Power Producers Podcast
3. The Insurance Guys Podcast
4. The Ridiculously Amazing Insurance Podcast
5. The Scratch Agency Podcast

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this podcast launched 10 years ago and published 1891 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. Veronika Perkowski
2. Jake Cash
3. James Benham
4. Mark Flockhart
5. Joe Zuk
6. John Dawson
7. Christopher M. Bland, PharmD
8. Michael Lebor

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