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 is joined by Kelly Donahue-Piro, President of Agency Performance Partners to discuss the solutions to the problems that the majority of agencies are experiencing. Kelly also talks about their courses and training, which can help agents and agencies improve.

Episode Highlights:

  • What’s Kelly’s opinion about the role of Jason Cass with his partner Travis? (10:32)
  • Kelly advises Jason on whether he should hire someone to manage his company. (12:05)
  • Kelly recommends that agency owners establish a vision of where they want to go in 10 years. (15:38)
  • Kelly believes that there is a lack of execution rather than a shortage of solutions to the hiring problem. (16:37)
  • What are the benefits of the great resignation for insurance agents? (17:16)
  • Kelly thinks that every agency must fight for what it needs and also be intentional and strategic. (19:59)
  • Kelly discusses their online school and the process pack that can be purchased on their website. (21:18)
  • Kelly talks about their next course, Plan and Execute: Creating Your Agency Success Blueprint, which will be available in October. (23:38)
  • Kelly explains how they can help agencies with their metrics. (28:32)
  • Kelly discusses the agency with whom they worked during the pandemic. (32:49)
  • What does Kelly watch to unwind? (34:31)
  • What book is Kelly currently reading? (35:45)

Key Quotes: 

  • “If you find the good people, and you can make it work, because that’s your culture, you also have to have fairness and equality between everybody.” – Kelly Donahue-Piro
  • “You have to figure out your vision, like what do you want to be in 10 years and be every year working 10% closer to that, because that’s the right thing, right?” – Kelly Donahue-Piro
  • “There is no shortage of solutions. What there is, is a shortage of execution.” – Kelly Donahue-Piro

Resources Mentioned: