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 IPFS.

Episode Highlights:

  • Davie discusses the benefits of using IPFS to enhance the efficiency of payment and finance transactions for agents, allowing them more time to concentrate on sales, account management, and business development. (8:03)
  • Davie explains the mechanics of premium finance interest rates and provides strategies for agents to effectively market and position these to clients. (12:25)
  • Davie shares his method of consuming podcasts and other content to refine his business strategies, and his efforts to engage with a variety of perspectives and opinions for both personal and professional growth. (15:09)
  • Davie mentions the significance of having a diverse range of perspectives in business, familial, and spiritual aspects of life. (18:21)
  • Jason and Davie engage in a conversation about the confluence of different political beliefs and the vital role of diversity and immigration. (20:59)
  • Davie invites listeners who seek advice on enhancing their processes and increasing sales via payments or financial transactions to contact him on LinkedIn. (29:36)

Key Quotes:

  • “If you want to spend your time doing administrative work and putting out fires, by all means, we’ll fund you direct, and you can collect the down payments, and you can do everything yourself. If you want to sell more and you want time back, that’s what we’re here for to help you.” – Davie Holt

Resources Mentioned: