Agency Intelligence

Agency Intelligence


Agency intelligence podcast, is your top insurance podcast with two unique series that let you hear from and learn from both agency owners and industry influencers. Agents Influence is your weekly guide to the latest and greatest thought leaders the industry has to offer. Agency Intelligence covers real data from real agents in real agencies.

In this episode of Agency Intelligence podcast, host Jason Cass gives you a preview into a special AI Mastermind Facebook Live with Mastermind Member and guest, Miles Merwin, Founder and President of Advisors Insurance Agency. Jason and Miles went live on Facebook to discuss working remotely, efficiency, team building, virtual assistants and more – it was so good we just had to share!

Key Quotes:

“If you can’t change your people, change your people. If that’s the way that your business is running, and you find that the type of personality that’s most efficient in your working situation is somebody who works from home. There’s different types of people out there and as a business owner, you moved the way that makes sense for your clients and your team.” – Miles Merwin

“You’ve got to be creative in working with your team. Otherwise, your team’s going to crash because it’s just them by themselves, but you’ve got to keep them engaged in a remote setting, versus engaged in an office setting.” – Miles Merwin

“After that first success, I was like man, a VA is you know, they are just fantastic. I can skip the recruiting, I can skip the reading resumes all night long. I can skip the awkward interviews, I can skip the taxes, all that junk, I can skip all that stuff.” – Miles Merwin 

“When you build a good culture with them, to know what you have and then you explain your culture to them, and it’s strong so you know your points of differentiation. Know your story. Your history, what you’re passionate about, get them into your culture as much as possible. They feel a part of your culture has an onboarding program, because that is one thing that I’d say was rough is the onboarding process led by the VA companies.” – Miles Merwin “You can’t talk shop with the people who work for you. Like, you can’t be bringing ideas to them, you need to bring solutions, not ideas, you have to get them, right? You got to let them buy into the culture and then change the processes afterwards.” – Miles Merwin

Resources Mentioned: 

Agency Intelligence

We Got Your Podcast

Reach out to Jason Cass

Miles Merwin LinkedIn

Advisors Insurance Agency 



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