Kelsie Hoehne: She Loves To Train The Next Generation Of Insurance Rockstars

In this episode of Agency Intelligence podcast, host Jason Cass interviews Kelsie Hoehne Manager of Quality Assurance and Agency Training at TRICOR Insurance. Kelsie talks about training and transparency, as well as the importance of building and maintaining great relationships and culture within your agency. Episode Highlights: Kelsie introduces herself and shares her background. (2:02) […]

We Deserve Respect, So I Invite You To IndieTech

In this episode of Agency Intelligence podcast, host Jason Cass invites you to IndieTech 2023, the first conference of its kind for independent insurance agents and brokers. Episode Highlights: Jason shares that InsureTech Connect was created in 2017 to expose the insurance industry to the use of technology but did not include the independent insurance […]

Jason And Travis, Two Insurance Hacks

In this special episode of Agency Intelligence podcast, Jason Cass and Travis Etheridge are guests at the Insurance Hacks webinar where they chat with Brad Ruben, of Archway Computer, about how Virtual Employees (VE’s) are changing the game when it comes to handling unlicensed tasks in your agency. Episode Highlights: Brad shares his background, what […]

Brett Young: Don’t Do What Works, Do What Duplicates

In this episode of Agency Intelligence podcast, host Jason Cass interviews Brett Young, CEO & Co-Founder of Erb and Young. Brett talks about the importance of teaching young agents the fundamentals of insurance and discusses how to notice patterns and use them to predict what comes next.  Episode Highlights: Brett explains that the fundamentals are […]

The Good, The Bad, And The Ugly Of Virtual Assistant Companies

In this episode of Agency Intelligence podcast, host Jason Cass discusses how he got involved in the Virtual Employee industry with Virtual Intelligence, how VE’s help the insurance industry in particular, and how to know that you are getting the right VE’s. Episode Highlights: Jason explains that a VA is a Virtual Assistant and VE […]

Hold On, GloveBox Just Went From The NASA Shuttle To SpaceX Falcon 9

In this episode of Agents Influence podcast, host Jason Cass interviews Ryan Mathisen, Co-Founder, and CEO of Glovebox. Ryan shares the innovative solutions that Glovebox is working on that will make insurance processes easier and more reliable for agents and agency owners. Episode Highlights: Jason mentions that his 2015 book discussed the potential of a […]

A Hostage Situation, Told by A Hostage Negotiator

On April 28th, the first day of BrainShare 2022, the sessions were lead off by The Black Swan Group. Troy, an ex-hostage negotiator tells a story of how he saved a little girl with a gun pointed to her head. 

Todd Thams: It’s Really Not Hard To Thams The Mod, You Just Need A Mod Advisor

In this episode of Agency Intelligence podcast, host Jason Cass interviews Todd Thams, Founder of Mod Advisor, Direct Work Comp, and President of Thams Agency. Todd talks about how Mod Advisor helps agencies better communicate to their clients and prospects the impact of claims on their workers’ compensation premium, saving them both time and money.  […]

Krista Kautz: You Can Lead From Any Position

In this episode of Agency Intelligence podcast, host Jason Cass interviews Krista Kautz, Commercial Lines Producer at Berrong Insurance Agency. Krista discusses her journey from musician to insurance producer, what her niches are, and how she became involved with Oklahoma Young Agents. Episode Highlights: Krista discusses the Oklahoma Next-Gen Under 30 Awards. (2:40) Krista mentions that […]