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 Jeff Roy, the CEO of Excalibur Insurance Group. Jeff and Jason tackle everything that business owners should know, including the answer to this question: “Jeff, what is one thing you are doing today that you were not doing 10 years ago?” Take a listen to find out his answer!

Episode Highlights:

What has attributed to Jeff’s success; skill or luck? (10:37)

Jeff shares his background in science and how he found his way into business. (11:55)

Jeff shares good business owner practices. (16:35)

What has been different about what Jeff does today, versus 10 years ago? (21:27)

Jeff mentions how the law of attraction has helped him. (27:41)

Jeff shares a story about Mike Stromsoe’s event that he attended. (30:48)

Jeff shares details on a concept he’s currently working on. (33:39)

What’s the number one way that Jeff gets business into his agency? (35:42)

Jeff discusses lead quality in the age of Covid. (38:00)

Jeff shares how he collects data with his marketing team. (44:34)

Key Quotes:

“I hate to lose. Basically, you learn everything by losing. All through sports growing up, you know, that’s where I learned everything. The feeling of losing motivates you to become better, pick yourself up and be a better version of yourself.” – Jeff Roy

“Skill makes luck. If you’re doing enough things out there, eventually, you’re going to get some luck because you’re doing enough items. So, I’d say they’re joined at the hip.” – Jeff Roy

“We’ve got a mind that it’s okay to make mistakes. My mantra is launch, fail, learn, fix. We try new things. We do things most people wouldn’t do. We take the path less traveled…But, we try and make it work. We’re not scared to spend money and learn from it.” – Jeff Roy

Resources Mentioned:

Jeff Roy LinkedIn

Excalibur Insurance Group

Agency Intelligence

Reach out to Jason Cass