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 interviews Austin Moorhead, Founder of Lava Automation. Austin discusses how his company helps new and existing agencies automate their system and build their processes in a CRM. Jason and Austin also talk about the benefits of having a VA in your Agency. 

Episode Highlights:

  • Austin shares that he is an iPhone user. (5:08)
  • Austin says he is a fighter so it means he loves to win. (6:03)
  • Austin shares that hard work has been the biggest factor in his success. (6:24) 
  • Austin shares a bit of his background and how he started his automation company. (7:33)
  • Austin explains that his company automates the agency process, and is now changing the process of what the CRM can do. (12:52)
  • Austin expresses his interest in a unified user experience. (17:37)
  • Austin shares what system they use to cater to their client’s needs. (20:31)
  • Austin talks about the importance of having a VA in an Agency. (27:58)
  • Austin tells us that successful agencies happen to have amazing VAs. (35:08)

Key Quotes:

  • “If we’re into the theme of a unified system, then it’s about what else can I bolt on to it.” – Austin Moorhead
  • “VA’s, VE’s, they’re probably the most critical part of your agency, they’re probably going to get you the highest ROI out of any employee that you’ve got.” – Austin Moorhead
  • “Let the CFO be in charge, do the things that are going to make future smart financial decisions. And then I think that you’ll never look back and like, oh, my gosh, look what we see at least. – Austin Moorhead

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