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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
BusinessEntrepreneurshipManagement

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Artwork for Agency Intelligence: The Insurance Podcast Network

Latest Episodes

In this episode of Insurance Shop Talk, host Eric Stein sits down with Francisco Lopes of Sonant to talk about how AI voice technology is transforming the way insurance agencies handle inbound and outbound calls. From quote requests and policy servi... more

Landing that first job feels like the finish line, but for most young professionals, it is really just the beginning. In this episode, ⁠Xavier Angel⁠, CFP®, ChFC®, CLTC®, sits down with ⁠Christopher Bland⁠, PharmD, FCCP, FIDSA, BCPS, Albert W. Jowdy ... more

Jason welcomes Michael Lebor and Peter Germanov to talk about the future of agency technology and how the IndieTech movement is reshaping the insurance industry.

From the rebrand of NowCerts into Momentum AMP to the growing need for a truly connecte... more

YouTube

You're losing – literally – tens of thousands of dollars in new business commission each year because your Fizzle Rate is way too high. What's a Fizzle Rate? A Fizzle Rate represents the number of prospects who agree to meet with you and have you quo... more

Key Facts

Accepts Guests
Accepts Sponsors
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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

Phil Blancato
Chief Markets Strategist for Osaic
Osaic Wealth
Episode: Stuff About Money: Episode 104: Normal Returns, Broader Markets, Sexy Bonds and Lasagna With Phil Blancato
Diane Keil-Hipp
Executive from Knight Insurance Group, featured on the front cover of Rough Notes Magazine
Knight Insurance Group
Episode: Rough Notes Front Cover, March 2026: Diane Keil-Hipp, Knight Insurance Group
Brandy Thompson
CEO of BenefitBay
BenefitBay
Episode: Insurance Shoptalk: New Revenue Stream for P&C Agents: Inside the ICHRA Opportunity
Shannon Ory
Aging care consultant, senior placement specialist, and owner of Avila Senior Advisors
Avila Senior Advisors
Episode: Stuff About Money: Episode 100: Caring for Aging Parents: Why Waiting Is the Most Expensive Option
Miles Clark
Senior Analyst at Nasdaq, Dorsey Wright, specializes in market leadership and investment performance analysis.
Nasdaq, Dorsey Wright
Episode: Stuff About Money: Episode 99: Should You Wait to Invest When the Market Feels Expensive?
Winston Smith
CEO of Bridge and creator of Magellan, a product for insurance agencies
Bridge
Episode: Stop Buying Hammers, Start Solving Problems
Francisco Lopes
CEO of Sonant AI, focusing on AI solutions for insurance agencies
Sonant AI
Episode: The Executive Sessions: Francisco Lopes, CEO Of Sonant AI
Jackson Fregeau
Co-founder and CEO of Quandri
Quandri
Episode: Jackson Fregeau: Scaling Policy Review And Client Outreach With AI
Doug McElhaney
Chief Strategy Officer at Applied Systems
Applied Systems
Episode: The Executive Sessions: Doug McElhaney, Chief Strategy Officer At Applied Systems

Hosts

Erik Garcia
Co-host who is a certified financial planner, contributing insights on wealth building and financial guidance.
Jason Cass
Host known for providing actionable insights for insurance agents and addressing industry challenges.
Xavier Angel
Co-host and certified financial planner who emphasizes practical wealth management advice.
Eric Stein
Host who discusses insurance-related topics, often focusing on innovative solutions and industry trends.
Charles Specht
Host with a focus on teaching effective insurance business practices and 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.

Listeners appreciate the wealth of actionable insights and various expert opinions shared throughout the episodes.
The podcast is often praised for its practical approach to addressing real-world challenges faced by insurance agents.
Many highlight the strong interviewing skills of the hosts, contributing to engaging conversations that bring value to their professional lives.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Rough Notes Front Cover, March 2026: Diane Keil-Hipp, Knight Insurance Group
Q: What are the three stakeholder groups the agency focuses on, and why is that balance important?
Employees, clients, carriers, plus the community and owners, collectively addressed to avoid benefiting one group at the expense of another; this balance underpins long-term relationships and stability.
Rough Notes Front Cover, March 2026: Diane Keil-Hipp, Knight Insurance Group
Q: Why did Knight Insurance decide to become 100% employee owned, and how does that shape the business today?
The ESOP move was driven by a desire to preserve culture, prevent consolidations, and keep ownership local; it's presented as a differentiator for recruiting, retention, and client trust.
Rough Notes Front Cover, March 2026: Diane Keil-Hipp, Knight Insurance Group
Q: Diane, tell me the feeling you first had when you found out you were going to be on the front cover of Rough Notes Magazine.
Diane describes it as a milestone the agency had aimed for years, and achieving it early felt like validation of their long-term planning and culture.
Insurance Shoptalk: New Revenue Stream for P&C Agents: Inside the ICHRA Opportunity
Q: Can you explain ICRA and what it is?
ICRA stands for Individual Coverage Health Reimbursement Arrangements, allowing employers to provide defined contributions to employees, giving them choices in their health insurance plans.
The Future Of Communication: AI And Voice Technology Revolutionizing Customer Service With AI
Q: Does AI reduce staff or does it elevate the good ones and expose the weak ones?
It elevates the good ones and exposes the weak ones.

Audience Metrics

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

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Professions
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?

A diverse array of topics related to the insurance industry is frequently explored, covering everything from wealth building myths to innovative insurance solutions and the evolving role of technology in customer service. Conversations take place among industry professionals, including agency owners and thought leaders, emphasizing practical advice for both new and seasoned insurance agents. Notable themes include effective prospecting approaches, strategies for scaling operations without increasing headcount, and the importance of understanding client needs in the insurance sector. This podcast offers listeners not only insights into industry trends but also actionable tips that can facilitate professional growth and enhanced client relati... 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 Scratch Agency Podcast
4. The Insurance Guys Podcast
5. Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe

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. Phil Blancato
2. Diane Keil-Hipp
3. Brandy Thompson
4. Shannon Ory
5. Miles Clark
6. Winston Smith
7. Francisco Lopes
8. Jackson Fregeau

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