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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
Business Infrastructure
Technology
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!

PublishesDailyEpisodes1869Founded10 years ago
Number of ListenersCategories
EntrepreneurshipBusinessManagement

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Artwork for Agency Intelligence: The Insurance Podcast Network

Latest Episodes

Where does agency efficiency go when AI begins handling the repetitive steps teams have battled for years?

Jason Cass explores that shift with Jackson Fregeau, Co-Founder and CEO of Quandri, as they break down how a renewal intelligence platform can... more

YouTube

In this solo episode of the Stuff About Money podcast, host Erik Garcia, CFP®, ChFC®, BFA™ sits down for a candid one-on-one about goals. Not the shiny, New-Year’s-resolution kind, but the messy, honest kind we whisper to ourselves when no one’s list... more

Leadership is shaped in the moments when uncertainty meets opportunity.

Jason Cass sits down with Doug McElhaney, Chief Strategy Officer at Applied Systems, for an Executive Sessions discussion at the Applied Conference, where Doug breaks down how s... more

YouTube

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Mark Rodgers, Founder of Trailstone Insurance, the agency featured on the December 2025 front cover of Rough Notes Magazine.

more

Key Facts

Accepts Guests
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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Doug McElhaney
Chief Strategy Officer at Applied Systems
Applied Systems
Episode: The Executive Sessions: Doug McElhaney, Chief Strategy Officer At Applied Systems
Ashim Khurana
Chief Operating Officer at Cogneesol, an IT services company
Cogneesol
Episode: The Executive Sessions: Ashim Khurana, Chief Operating Officer At Cogneesol
Vlada Lotkina
CEO of Superagent, a platform geared towards enhancing insurance sales training through AI.
Superagent
Episode: Insurance Shoptalk: AI-powered Training & Client Outreach for Personal Lines Agents
Gio Arenas
A friend, business owner, and inspiration who underwent a double lung transplant
Episode: Stuff About Money: Episode 96: Faith, Finances, and Facing Mortality: A Conversation with Gio Arenas
Peter Van Aartrijk
Senior Vice President at Aartrijk and former newspaper journalist
Aartrijk
Episode: The Executive Sessions: Peter Van Aartrijk, Senior Vice President At Aartrijk
Terry McLean
CEO of SageSure
SageSure
Episode: Insurance Shoptalk: Turning Cat Risk into Commission: How Agents Are Winning in Hard Property Markets
Jamie Fortier
Director at iSolve, focused on payroll and human capital management.
iSolve
Episode: Insurance Shoptalk: Create a Payroll Service Inside Your Agency-No Staff Required
Matt Morris
Psychologist and couples therapist
Episode: Stuff About Money: Episode 94: When Money Haunts You — Overcoming Financial Fear by Focusing on What Matters
Stephanie Osborn
Co-worker of Erik and financial expert
Episode: Stuff About Money: Episode 94: When Money Haunts You — Overcoming Financial Fear by Focusing on What Matters

Hosts

Jason Cass
Host of Agency Intelligence Podcast and an experienced insurance agent with insights into the industry and a passion for helping others succeed.
Erik Garcia
Co-host of the Stuff About Money podcast, bringing discussions on financial literacy and ethical entrepreneurship.
Eric Stein
Host of Insurance Shoptalk, discussing practical solutions in the insurance industry and trends.

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 States4 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.

Reviews highlight the engaging style of the host and the practicality of the advice given, indicating a strong value proposition for listeners looking to enhance their insurance practices.
The quality of guests and the relevance of topics attract a loyal following, creating an engaged community around shared experiences and professional development.
Listeners appreciate the actionable insights and tips that can help both new and experienced agents grow their businesses effectively.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Jackson Fregeau: Scaling Policy Review And Client Outreach With AI
Q: What is Quandri and what do you provide for insurance agencies?
Quandri is a company that focuses on automating the insurance renewal process through an intelligent platform that streamlines various tasks, allowing staff to focus on more client-centered activities.
The Executive Sessions: Doug McElhaney, Chief Strategy Officer At Applied Systems
Q: If you could talk to yourself 10 years ago, what would you say?
I would tell myself that technology is great, but the central element of anything impactful in technology boils down to the people you work with.
The Executive Sessions: Doug McElhaney, Chief Strategy Officer At Applied Systems
Q: How do you speak to somebody when it comes to developing strategy?
Developing strategy can be simplified by identifying goals and making hard-to-reverse decisions that guide actions towards that objective.
The Executive Sessions: Ashim Khurana, Chief Operating Officer At Cogneesol
Q: What's your biggest weakness?
Getting angry easily and needing to take a more balanced view in stressful situations.
The Executive Sessions: Ashim Khurana, Chief Operating Officer At Cogneesol
Q: What is your greatest strength?
The ability to think strategically and translate that into execution, as well as leading teams effectively.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Age Range
Household Income
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Frequently Asked Questions About This Podcast

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

Focused on the insurance industry, this series presents insights from both agency owners and industry influencers, providing valuable lessons for new and seasoned agents alike. Topics include innovative practices, technology integration, risk management, financial literacy, and effective communication strategies. Through interviews and discussions, the content emphasizes the importance of personal connections, ethical practices, and a people-first approach, making it a resource for those looking to navigate the complexities of the insurance landscape. Unique in its blend of real-world experiences and expert commentary, listeners can expect practical advice that fosters personal and professional growth.

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To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

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

How many episodes of this podcast are there?

this podcast launched 10 years ago and published 1869 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. Doug McElhaney
2. Ashim Khurana
3. Vlada Lotkina
4. Gio Arenas
5. Peter Van Aartrijk
6. Terry McLean
7. Jamie Fortier
8. Matt Morris

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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