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 Agents Influence podcast, host Jason Cass interviews Jason Quaglia, Health Care Liability Broker at Burns & Wilcox. Jason talks about the aspects of a brokerage and the significant relationship between insurance agents and brokers. He also shares his knowledge and expertise in the brokerage industry.
Episode Highlights:
Jason introduces Jason Quaglia. (1:49)

Is Jason an iPhone or an Android user? (4:44)
What was the last app that Jason downloaded? (5:04)

Does Jason love to win or hate to lose? (6:12)

What does Jason attribute to his success, skill or luck? (7:00)

Jason shares his background and his career in insurance. (7:59)

Jason shares that the market has been tough, and building relationships is vital at this moment. (11:30)

Has Jason seen a lot of agents that are quoting and acquiring in the industry? (13:31)

Jason mentions that in this business, the premium is the name of the game. (15:19)

What does Jason feel when an agent is doing better than him? (17:45)

Jason mentions that communication is the biggest crux with regards to broker-agent relationships. (18:02)

Jason shares that it’s becoming difficult in the healthcare sector if an agent thinks that they can pin two brokers against each other. (20:04)

Jason Cass shares that brokers have hate against agents because they don’t do what they’re supposed to do. They don’t get signed apps and don’t get all the supplements signed. (21:3)

Jason shares that early on in his career, he learned that it’s better to come out with the best pricing and the best coverage every time. (23:51)

What are the actions that Jason has seen from agents that prevent them from getting the best price or getting the fastest service? (25:25)

Jason mentions that the more we know about our accounts, the better outcome we’re going to have. (25:51)

Jason Cass shares the conversation he had with Travis. (26:38)

Jason Cass mentions that whenever they write a huge piece of business, they write a Statement of Operations, and it’s one of the points that they teach to their producers. (27:33)