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 Austin Moorhead, Founder of Lava Automation.

Episode Highlights:

  • Jason shares the perspective that technology when maximized, can enhance internal camaraderie and allow employees to devote more time to the agency. (12:12)
  • Austin explains how custom reports can display data related to the successes and failures of campaigns, assisting in long-term campaign modifications. (16:01)
  • Austin shares his experiences attending various spring conferences, including BrainShare in New Orleans. (25:37)
  • Jason makes a comparison between two insurance conferences, Applied and Netview, discussing their respective energy and excitement levels. (27:24)
  • Austin discusses the significance of employing a CRM and maintaining community engagement but also cautions against the distraction of the latest technology trends. (31:44)

Key Quotes:

  • “I would love to welcome more people to do what we do. I think that there is such a burden in the P&C, but maybe even life and health but definitely the P&C vertical of unserved customers that don’t know how to organize their CRM, in an effective way and they just kind of struggle with it.” – Austin Moorhead
  • “Having the type of data that tells you where you’re succeeding and where you’re failing, you know, from a macro level is really good when you’re trying to make changes in your campaigns long term.” – Austin Moorhead

Resources Mentioned: