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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
Rough Notes Magazine
Retirement Planning
Workers' Compensation
Investing
Prospecting
AI Technology
Money
Debt Management
Sales Strategy
Insurance Technology
Financial Literacy
Commercial Insurance

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 weeklyEpisodes1905Founded10 years ago
Number of ListenersCategories
ManagementBusinessEntrepreneurship

Listen to this Podcast

Artwork for Agency Intelligence: The Insurance Podcast Network

Latest Episodes

What does “building wealth” mean when you’re still trying to figure out rent, your career, debt, relationships, and adulthood?

In this episode of Stuff About Money They Didn’t Teach You in School, Xavier Angel, CFP®, sits down with his daughter, Cai... more

What can four decades in the restaurant business teach an insurance agency about running a tighter, more profitable operation? Jason Cass sits down with Troy Korsgaden, Founder of Korsgaden Consulting Services and Keynote Speaker for IndieTech 2027, ... more

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Robbie Smith, Co-Founder of Oakbridge Insurance the agency featured on the September 2026 front cover of Rough Notes Magazine.... more

In the final episode of the series, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT bring together the core ideas explored throughout The Psychology of Money. They revisit the framework that ties the entire series together:

Your thoughts sh... more

Key Facts

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Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

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
Marc Duffy
CEO, Duffy Insurance
Duffy Insurance
Episode: Insurance Shoptalk: Building an Agency People Want to Join — and Owners Want to Sell To
Chris Voss
Former FBI negotiator, author of Never Split the Difference
Black Swan Group
Episode: Chris Voss: The Most Dangerous Negotiation Is the One You Don't Know You're In
Mariah Gates
Insurance agency expert and consultant
Independent/Consultant
Episode: Your AMS Isn't Dying, It's Getting Demoted
Janet Payne
Agency partner and executive lead
Rough Notes Magazine front cover interviewee/agency owner
Episode: Rough Notes Front Cover, July 2026: Angela Trimble & Janet Payne, TrustPoint Insurance
Angela Trimble
Agency partner and executive lead
Rough Notes Magazine front cover interviewee/agency owner
Episode: Rough Notes Front Cover, July 2026: Angela Trimble & Janet Payne, TrustPoint Insurance
David Prejeant
Vice President, Client Relations at Alacrity Solutions
Alacrity Solutions
Episode: Insurance Shoptalk: AI vs. AI The New Battle Against Insurance Claim Fraud
Juan Rueda
Managing Director from Virtual Intelligence, Head of Training
Virtual Intelligence
Episode: Why Gen Z Could Be Your Agency's Secret Weapon

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 58 ratings
  • Great resource for insurance intelligence.

    Podchaser
    5
    Craig
    2 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.

Apple Podcasts
#232
France/Business/Management
Apple Podcasts
#189
Chile/Business/Management

Talking Points

Recent interactions between the hosts and their guests.

Rough Notes Front Cover, September 2026: Robbie Smith, Oakbridge Insurance
Q: Where do you see Oakbridge in five years?
Oakbridge will be a regional specialty player executing its business plan with high accountability, continuing to be colleague- and client-centric, and expanding while maintaining strong carrier relationships and growth in the Southeast.
Rough Notes Front Cover, September 2026: Robbie Smith, Oakbridge Insurance
Q: Why Oakbridge, and how did the name and bridge concept come about?
The name and concept came from seeing Oak as a permanent part of the landscape, representing stability and long-term partnership. The idea was to be a bridge—helping agencies reach the next level by combining local relationships with the resources and capabilities of larger brokers.
Stuff About Money: What Does Wealth Mean to You?: A Father-Daughter Conversation
Q: What does wealth mean to you?
Wealth, for Caitlin, is about freedom and flexibility—the ability to pay bills automatically, say yes to activities, and have a safety net, not necessarily about amassing a large fortune.
Stuff About Money: What Does Wealth Mean to You?: A Father-Daughter Conversation
Q: What is one thing about money you wish you would have known five years ago?
Caitlin explains that she realized money wouldn't exist the way she expected—in college she thought earnings would simply cover bills and leave extra, but in reality there are ongoing financial pressures that change how money behaves.
Rough Notes Front Cover, July 2026: Angela Trimble & Janet Payne, TrustPoint Insurance
Q: What makes your partnership work so well?
They emphasize complementary strengths—Angela's innovation and technical acumen with Janet's analytical focus and deep knowledge of policy and claims—creating a balanced leadership dynamic that navigates challenges effectively.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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

How many episodes of this podcast are there?

this podcast launched 10 years ago and published 1905 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. Troy Korsgaden
2. Robbie Smith
3. Marc Duffy
4. Chris Voss
5. Mariah Gates
6. Janet Payne
7. Angela Trimble
8. David Prejeant

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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