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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
Insurance Agents
Micro-Niches
Technology
Business Infrastructure
Centers Of Influence
Women Empowerment
Team Building
Culture In the Workplace
Employee Onboarding
Client Retention
Sales Strategies
Insurance Sales Process
CRM Implementation
Training Systems

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
ManagementBusinessEntrepreneurship

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Artwork for Agency Intelligence: The Insurance Podcast Network

Latest Episodes

Would your P&C agency benefit from nearshore or offshore back-office solutions? Find out more in this episode of Insurance Shoptalk! In this episode, host Eric Stein is joined by guests Mark Stetson and Henderson Watkins from Solvo Global. They share... more

What happens when one of the industry’s most influential voices decides to rebuild from the ground up?

Jason Cass sits down with David Carothers, Founder of Florida Risk Partners and Creator of The Protégé, for a conversation that dives into what it... more

YouTube

In this episode of Insurance Shoptalk, host Eric Stein sits down with Terry McLean, CEO of SageSure, to discuss how the company has built one of the largest independent property insurance platforms serving catastrophe-exposed markets. Terry shares in... more

Jason Cass sits down with Dana Coates, CEO and Director of Strategic Partnerships at UWIB Risk & Insurance Solutions, for an Executive Session recorded live at Accelerate to discuss mentorship, generational leadership, and the importance of letting n... more

YouTube

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

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
Ryan Westerman
President at AndDone, involved in payment facilitation
AndDone
Episode: The Executive Sessions: Ryan Westerman, President at AndDone
Jason Sanders
COO and Senior Vice President of IPFS
IPFS
Episode: The Executive Sessions: Jason Sanders, COO & Senior Vice President At IPFS
David Bell
Experienced in the PEO and large staffing industry for 30 years
ZynergiaHR
Episode: Insurance Shoptalk: Hear About the Flexible Pricing and Billing Models in Workers’ Comp. and Medical Programs from ZynergiaHR
David Ainsworth
Leads benefits programs and specializes in flexible healthcare solutions
ZynergiaHR
Episode: Insurance Shoptalk: Hear About the Flexible Pricing and Billing Models in Workers’ Comp. and Medical Programs from ZynergiaHR
Austin Moorhead
Founder of Lava Automation, an agency automation service provider
Lava Automation
Episode: Austin Moorhead On Turning Hard Work Into Agency Innovation

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.

The Executive Sessions: Dana Coates, CEO And Director Of Strategic Partnerships At UWIB Risk & Insurance Solutions
Q: What are you looking to give advice?
Dana describes his role as needing to restrain himself from doing the work for younger leaders and allowing them to learn through their mistakes.
Rough Notes Front Cover, November 2025: Brett Merrill, Merrill Insurance
Q: What feedback have you had from your team's focus on values?
Today's younger generation value connections and want to know if leaders will live by their stated values.
Rough Notes Front Cover, November 2025: Brett Merrill, Merrill Insurance
Q: How did you build relationships in your agency?
We make sure that people we are around are better off for knowing us.
Rough Notes Front Cover, November 2025: Brett Merrill, Merrill Insurance
Q: What do you think made you and your dad win the front cover?
It comes down to relationships and trying to offer agencies some successes that have happened in our lives.
The Executive Sessions: Ryan Westerman, President at AndDone
Q: What do you see as the future prospects for payments in insurance?
Payments will evolve with AI integration, improving risk management and promoting interconnectivity between systems.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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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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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. Terry McLean
2. Jamie Fortier
3. Matt Morris
4. Stephanie Osborn
5. Ryan Westerman
6. Jason Sanders
7. David Bell
8. David Ainsworth

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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