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 Agency Intelligence podcast, host Jason Cass brings back Katlyn Eggar, Director of Education and Development at Quantum Assurance International to introduce the new miniseries on Agency Intelligence podcast that she will be hosting: Age of Indiependence. Katlyn explains that the Age of Indiependence podcast will share game plans, tips and best practices that will make it a little bit easier for agents to make a bigger impact in their agencies.

Episode Highlights:

Jason welcomes back Katlyn Eggar. (1:10)

Katlyn shares the reason she loves her position is because she gets to impact insurance professionals in their career, she helps develop the strategic programs, and processes that help their agents and sales professionals, to scale and grow. (6:31)

Katlyn mentions that nine years ago, she and her husband, Justin opened their first insurance agency, and it was a local insurance office boutique-style agency. (7:33)

Katlyn thinks that some best practices can make strategic moves in growing your agency with a purpose. (9:44)

Jason mentions that Katlyn is known because of their previous podcast about leads. (10:49)

Katlyn shares that referrals are essential, but they should occur organically. (12:54)

Katlyn mentions that digital marketing allows you to expand your reach, and it’s how you can scale and grow to new levels. (12:59)

How much is Katlyn’s agency putting on in premium a month? (22:10)

Where would Katlyn like to focus this industry and expose this industry, for more greatness? (23:30)

Katlyn thinks that she’s seeing a huge gap between the captive agent experience and the independent agency experience. (23:35)

Jason shares that they’re going to turn over the Agency Intelligence podcast to Katlyn, and for a mini-series, entitled Age of Indiependence. (25:27)

Katlyn believes that agents could learn a lot from call centers and call centers could learn a lot from agencies, as well. (27:57)

Key Quotes:

“You have to have a blueprint when you’re scaling and growing an agency, or else it feels a little bit like throwing paint at the wall, a lot of trial and error. So we really believe that with the right game plan, the agents can make a really big splash in the insurance ecosystem, we heavily invest in the agency model, we believe in agents because that’s where it all began for us.” – Katlyn Eggar

“We carried with us a passion for seeing the other agents that were growing their businesses alongside us seeing them succeed and growing, as well, and every day I get to come to work and help agents succeed. And I love sharing game plans and tips, and best practices, and things. It’ll just make it a little bit easier for agents to make a bigger impact in their world, in their agencies.” – Katlyn Eggar

Resources Mentioned:

Agency Intelligence

We Got Your Podcast

Reach out to Jason Cass

Katlyn Eggar LinkedIn

Quantum Assurance International