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

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 weeklyEpisodes1886Founded10 years ago
Number of ListenersCategories
EntrepreneurshipManagementBusiness

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Artwork for Agency Intelligence: The Insurance Podcast Network

Latest Episodes

What happens when the person building your phone technology has actually spent time on your side of the desk? Jason sits down with Veronika Perkowski, Senior Manager of Corporate Strategy at LightSpeed Voice, to dig into how voice technology is evolv... more

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Bradley Flowers, Founder of Portal Insurance, the agency featured on the June 2026 front cover of Rough Notes Magazine.

Key T... more

In this episode of Insurance Shoptalk, Eric Stein sits down with Jake Cash, founder of CynrX Group and former marketing leader at GEICO, to discuss what insurance agencies need to do to grow in today’s rapidly changing marketing environment. Drawing ... more

What happens when you stop building your life around your work and start building your work around your life? Jason sits down with Ryan Hanley for a wide-ranging conversation covering ITC Agents, the philosophy behind his upcoming book Easy Mode, and... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Patrick Murakami
Forward-thinking agent and author
Founder/Owner of his agency
Episode: From Corporate To Agency: Patrick Murakami's Journey And AI Innovations
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
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

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.

Talking Points

Recent interactions between the hosts and their guests.

From Corporate To Agency: Patrick Murakami's Journey And AI Innovations
Q: What innovation right now are you doing that makes you feel uncomfortable?
Implementing client-facing AI access through a custom GPT and building a comprehensive SOP/library to standardize operations, which many clients resist or distrust at first, but provides clear efficiency and scalability once embraced.
Insurance Shoptalk: The Future of Insurance: AI, M&A, and What Agents Must Do Now
Q: In terms of AI, what are you seeing as the main early-use cases to help junior underwriters and frontline staff?
AI is increasingly used to guide underwriting questions, prioritize submissions, manage workflow, and support straight-through AI-driven processes for simpler products, while maintaining human judgment for complex decisions and relationship-driven work.
Insurance Shoptalk: The AI CSR: How Agencies Are Automating Calls, Claims & Renewals
Q: What is the ideal agency size and engagement model for Sonant AI?
Value scales with the number of calls handled; a small scratch agency may not benefit as much due to low volume, while agencies with 20+ calls per day or five to ten staff members handling calls will see meaningful productivity gains and justification for the investment.
Insurance Shoptalk: The AI CSR: How Agencies Are Automating Calls, Claims & Renewals
Q: What about security and AML concerns, given this interfaces with sensitive customer data?
Security is prioritized through verification across multiple fields, SOC 2 Type 2 compliance with annual third-party audits, and robust data-handling practices to minimize data exposure, aligning with enterprise standards for insurance software partners.
Insurance Shoptalk: The AI CSR: How Agencies Are Automating Calls, Claims & Renewals
Q: How does the system handle claims, billing, and renewals, and what kind of automation is possible after the call ends?
The system can take initial claim intake, flag urgent cases, and push billing questions into appropriate channels (text links for payments, or carrier portals for direct bill). It also supports post-call actions like calendar meetings, creating prospects, and updating AMS records, enabling a continuous workflow beyond the call.

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

How many episodes of this podcast are there?

this podcast launched 10 years ago and published 1886 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. Patrick Murakami
2. Mark Flockhart
3. Joe Zuk
4. John Dawson
5. Christopher M. Bland, PharmD
6. Michael Lebor
7. Peter Germanov
8. Phil Blancato

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