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.

Innovation and Invention: Steve Anderson gets Jason‘s thoughts on the invention and innovation he sees in the industry today. Be prepared to hear how the old way of taking 90 minutes to quote 10 companies is over, Jason and his team can do it in less than five minutes. It’s a game changer for efficiency.

Episode Highlights:

  • Jason discusses how they use a risk advisor tool and an AI language model to quickly enter and process information for insurance quotes, reducing the time it takes from an hour and a half to less than five minutes. (3:01)
  • Jason explains that Robotic Processing Automation allows robots to perform routine tasks in agencies, such as checking claims reports, monitoring changes in notes, and handling cancellations. (8:00)
  • Jason emphasizes the cost-saving benefits of using virtual employees and investing in technology for agencies, and the significant gap between those who adopt these practices and those who don’t. (10:40)
  • Jason mentions that he created IndieTech 2023 for independent insurance agents to learn about and experience the latest technology in the industry, including education classes on data management, automation, and digital tools, as well as a CEO panel. (13:44)
  • Jason announces that if people use the code: “IPFS300” when purchasing a ticket for IndieTech 2023, they will get $300 off the regular price. (17:08)
  • Steve believes that the best way for agents to understand what’s happening is by being exposed to others who are doing it, even if it may be mind-blowing and lead to some deciding to sell, it’s important for leaders to support and allow those in their organization who see the potential to take action. (17:27)

Key Quotes:

  • “In the middle of the heartland in Indianapolis, Indiana for independent insurance agents, I am creating a technology show that is for tech and for agents. And it’s going to be fantastic.” – Jason Cass
  • “All indietech is insurertech. But not all insurtech is indietech.” – Jason Cass
  • “For agents, the best way to figure out what’s going on is to be exposed to other people that are doing it. And this is a way to do that.” – Steve Anderson

Resources Mentioned: