Agency Intelligence

Agency Intelligence

SUBSCRIBE

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.

Picture of Hosted By

Hosted By

Jason Cass

Facebook Instagram Youtube

Jason Cass sits down with Dana Coates, CEO and Director of Strategic Partnerships at UWIB Risk & Insurance Solutions, for an Executive Session recorded live at Accelerate to discuss mentorship, generational leadership, and the importance of letting new leaders grow through experience. Together, they explore how patience, trust, and lifelong learning shape success in the insurance industry.

Key Topics:

  • Transitioning agency ownership and leadership to the next generation

  • Mentoring younger leaders through patience, trust, and restraint

  • Lessons from building UWIB across multiple states and generations

  • The importance of allowing others to learn through mistakes and challenges

  • Balancing family, faith, and professional growth through leadership change

  • The evolving role of mentorship in shaping agency culture and vision

  • How resilience and lived experience create lasting impact in leadership

  • Maintaining a lifelong learning mindset through every stage of a career

  • Humanizing executives and preserving authenticity in leadership transitions

Reach out to:

Visit Website:

Produced by PodSquad.fm