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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
Retirement Planning
Rough Notes Magazine
Commercial Insurance
Investing
Workers' Compensation
Prospecting
Insurance Technology
Debt Management
AI Technology
Sales Strategy
Work-Life Balance
Money

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 weeklyEpisodes1898Founded10 years ago
Number of ListenersCategories
ManagementBusinessEntrepreneurship

Listen to this Podcast

Artwork for Agency Intelligence: The Insurance Podcast Network

Latest Episodes

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Michael Cruz, Principal Owner of Foresight Insurance, the agency featured on the August 2026 front cover of Rough Notes Magazi... more

Why do less than a third of independent agents actually use a CRM, and what is that gap costing them? Jason Cass sits down with Mariah Gates, Founder of Accelerated Automation, to unpack agency operations, the shifting role of AMS platforms, and what... more

YouTube

Money is rarely just about numbers inside a relationship. In this episode, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT unpack why financial conflict in marriages and partnerships is often rooted in deeper emotional needs like trust, secu... more

Everyone has financial regrets. In this episode, Erik and Dr. Matt tackle the emotional weight people carry from past financial decisions — debt, overspending, failed investments, divorce, financial scams, and seasons of instability. The real danger,... more

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Recent Guests

Michael Cruz
Owner/President of Cruzee Insurance Agency
Cruzee Insurance Agency
Episode: Rough Notes Front Cover, August 2026: Michael Cruz, Foresight Insurance
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
Veronika Perkowski
Head of strategy, LightSpeed Voice/LightSpeed Solutions
LightSpeed Voice
Episode: The Phone Call Is Not Dead, It’s Just Getting Smarter
Jake Cash
Marketing guru for insurance agencies, CynrX Group
CynrX Group
Episode: Insurance Shoptalk: Own Your Pipeline How Agencies Build True Marketing Independence
James Benham
InsureTech Geek Podcast host, author, business owner
JBKnowledge / Terra
Episode: Insurance Shoptalk: Inside the Next Generation of Insurance Tech Stacks

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 58 ratings
  • Great resource for insurance intelligence.

    Podchaser
    5
    Craig
    16 days ago
  • 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 States6 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.

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.
Rough Notes Front Cover, July 2026: Angela Trimble & Janet Payne, TrustPoint Insurance
Q: How did you release the news to your staff and how did they react?
They framed it as a major milestone, and staff responded with excitement and a sense of pride, recognizing the honor and the opportunity it represents for their agency.
Rough Notes Front Cover, July 2026: Angela Trimble & Janet Payne, TrustPoint Insurance
Q: Tell me the thought you first had when you found out you were going to be on the cover of Rough Notes Magazine.
Both Janet and Angela describe a mix of excitement and humility, recognizing it as a significant honor and a validation of their team's hard work and impact in serving their community.
Insurance Shoptalk: Own Your Pipeline How Agencies Build True Marketing Independence
Q: How do you incorporate AI into marketing for agencies without making AI a hollow external promise?
Use AI internally for research, prompt development and back-end automations, and train it on the agency's own data to reflect the agency's voice, while avoiding making AI the primary external value proposition to clients.
Insurance Shoptalk: Own Your Pipeline How Agencies Build True Marketing Independence
Q: What does your five-bucket ladder of dependency look like in practice for a growing agency?
It starts with reducing vendor dependence, then person dependence, followed by diversifying channels, avoiding platform dependence, and finally mitigating carrier dependence, so the agency becomes less vulnerable and more capable of sustaining growth through diversified, controllable inputs.

Audience Metrics

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

How many episodes of this podcast are there?

this podcast launched 10 years ago and published 1898 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. Michael Cruz
2. Mariah Gates
3. Janet Payne
4. Angela Trimble
5. David Prejeant
6. Juan Rueda
7. Veronika Perkowski
8. Jake Cash

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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