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 the Agency Intelligence podcast, host Jason Cass interviews Joshua Warren, M&A Advisory Practice Leader at the ABD Team. Joshua talks about the agency and how the private equity sector has become huge.

Episode Highlights:

What does Josh attribute his success to? Skill or luck? (9:18)

Joshua shares his background. (17:28)

Joshua tells us the origin story of the ABD Team. (20:59)

How is Joshua involved in transferring risk in this industry? (22:45)

What exactly is a private equity firm? (23:10)

How has insurance adapted to the needs of very sophisticated buyers? (25:07)

Joshua explains how to apply insurance to the strategic needs of clients. (27:50)

How does rep and warranty insurance work? (30:32)

Joshua explains why private equity is more successful than ever before. (34:15)

Joshua discusses the underwriting process. (44:56)

Key Quotes:

“I hate to lose because when I lose, I dissect it, think about it, rehash it and do a look back over every decision I’ve made to see if I could have done something differently.” – Joshua Warren

“The insurance companies are stepping up in ways that provide real protection and real value, both in their products and their services. I’ve never been prouder to be in this business.” – Joshua Warren

 “I’ve been, for the last 10 years, very focused on my job, the team around me and the company I work for…And less focused on getting into situations where I can share things I’ve learned, places I’ve been and where I’m going…So, that I can maybe make it a little easier for the people coming up after me.” – Joshua Warren

Resources Mentioned:

Joshua Warren LinkedIn

ABD Team

Agency Intelligence

Reach out to Jason Cass