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 Davie Holt, National Sales Practice Leader at Imperial PFS. Davie discusses the significance of Imperial PFS and premium finance in the industry and also explains that diversity in thoughts, ideas, perspectives, and positions in life and in the marketplace will weave a better fabric for the industry. 

Episode Highlights:

  • Davie explains that part of the reason he is where he is today is because of his mentors. (5:46)
  • Davie shares that he is an iPhone user and recently downloaded a video editing app. (8:41)
  • Davie mentions that he loves to lose because he knows that the next victory right after that is going to be greater than even what was at stake before. (10:07)
  • Davie shares that it is luck that has been a bigger factor that has made him be where he is today. (11:44)
  • Davie talks about how IPFS has begun to shift its thinking on marketing so that people understand that they are so much more than a premium finance company. (16:17)
  • Davie explains that the diversity of thoughts, ideas, perspectives, and positions in life and in the marketplace is what will weave a better fabric for our industry and our society. (23:07)
  • Davie talks about the two different types of insurance groups that he is currently interested in, those that are technology focused and those that are minority focused. (25:13)
  • Davie talks about the pros and cons of big conferences versus smaller conferences. (28:02)
  • Davie shares that IPFS offers a one-platform solution that allows you to handle billing transactions, documents, and premium finance. (30:18)
  • Davie shares that he is currently rereading “Never Split the Difference.” (31:36)

Key Quotes:

  • “I’m going to learn, I’m going to dominate. I’m going to embrace that. I’m going to embrace the suck of losing so quickly and move on. Because your greatest victories didn’t come without losses preceding them.” – Davie Holt
  • “One of the greatest things I took away is that the best presidents in United States history surrounded themselves with people that kind of disagreed with them.” – Davie Holt
  • “Diversity, we need some diverse thoughts and different ideas. We all do. On the vendor side, for us out in the production world at the carrier level, a little extra diversity wouldn’t hurt anybody.” – Davie Holt

Resources Mentioned: