Episode 66: Do I Need a Bookkeeper? with Jeremiah Bradley

Many insurance agency owners struggle with the financial side of their business – Am I paying too much in taxes? Are my finances in order? Am I making a profit? These questions can be daunting, especially for those who don’t have a strong background in accounting and bookkeeping. In this episode, Erik Garcia (CFP®, BFA™, […]

A.I. Is Answering The Phone: My Three Live Agency Calls

In this episode of Agency Intelligence podcast, host Jason Cass discusses his experiences and insights on utilizing artificial intelligence within the insurance industry, specifically through Gail, a tool developed by the company Lula.  Key Topics: The convenience and capabilities of Gail in automating responses and handling client interactions The integration of Gail with other systems […]

AI Is Answering The Phone: My Three Live Agency Calls

In this episode of Agency Intelligence podcast, host Jason Cass discusses his experiences and insights on utilizing artificial intelligence within the insurance industry, specifically through Gail, a tool developed by the company Lula.  Key Topics: The convenience and capabilities of Gail in automating responses and handling client interactions The integration of Gail with other systems […]

Throwback: Winning 6 BOR’s in 6 Months – (interview with Rocio Luna)

How would you like to win 6 new clients via signed Broker of Record Letter in less than 6 months … with even the smaller of these clients being $12,000 in annual revenue? Would that be OK with you? I’m sure it would! In this throwback episode of the Millionaire Insurance Producer podcast, host Charles […]

E157: Patrick Murakami On Uncomfortable Innovation

In this episode, James talks with Patrick Murakami, Owner of Uprise Unlimited Coaching and Consulting. To learn more about Uprise Unlimited Coaching and Consulting, visit https://upriseunlimited.net. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email […]

Acquisitions: Why Do It? Why Stay Away From Them? What To Know

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Dawn Janes-Bartley, CEO of Maverick Risk Partners. Dawn and Teresa talk about acquisitions including the mistakes they have made and the ways they really excelled. Key Topics: Dawn’s unexpected journey from child psychology into the insurance industry The evolution of roles within […]

Solving the Hiring Riddle with Heritage

In this episode of Power Producers Podcast, David Carothers joined by three guests Jeromy Huerta, Caleb Walker and Michael Overstreet from Heritage, discussed their strategies for hiring and vetting new team members in the insurance industry, emphasizing the importance of aligning values and culture. They shared their experiences merging virtual agencies, highlighting the challenges of […]

The Agent Leader Podcast: The Power of Quitting: Elevate Your Agency by Letting Go

Unlock the secrets to agency success with an uncommon strategy: achieving more by doing less! In this episode, we delve into the core principles of effective leadership, revealing how letting go of non-essential tasks can propel your agency to new heights. Discover the power of strategic delegation and team empowerment so you can quit more […]

Throwback: Winning New Business Through Association Endorsements

Wouldn’t it be great if we could get you a steady flow of business owners to reach out to you to schedule appointments, rather than you contacting business owners who don’t know you, like you, or trust you yet? Of course, it would be! It would make everything easier: setting appointments, building rapport, getting more […]

E156: Tyler Woodall On Delivering Agency Aid

In this episode, James talks with Tyler Woodall, Founder of Agency Aid. To learn more about Agency Aid, visit https://agency-aid.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, […]