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 Agents Influence podcast, host Jason Cass interviews Torey Maerz, Founder and CEO of ClientCircle.

Episode Highlights:

  • Torey mentions that AI has evolved and improved significantly, leading to the rebranding of their AI as Circle AI, which has allowed for greater efficiency and better results using new and advanced models. (3:26)
  • Torey explains that automating the customer journey requires defining clear goals for each stage and using specific actions to move customers closer to conversion. (5:40)
  • Torey shares that Circle AI combines their AI product with other large language models like Chat GPT, specifically utilizing the fine-tuning turbo 3.5 model to achieve better results. (7:59) 
  • Torey expresses a desire to integrate with other technologies and encourages listeners to take a second look at their newest offerings. (10:43)
  • Torey believes that agents often shoot themselves in the foot by thinking they know the best way to do something, but data shows that sometimes the simplest solution works best. (11:41)
  • Torey mentions that the key to success is mastering the fundamentals before getting caught up in shiny distractions and trying to do too much. (12:22)

Key Quotes:

  • “Get your fundamentals down, right? Once you have that, then you can really start to tweak but don’t have that shiny objects syndrome and try and do too much when you don’t have the fundamentals down. And so, that’s what we’re trying to do is we’re very opinionated on how we communicate, but it’s based on the fundamentals.” – Torey Maerz
  • “AI tools have exploded like they have gotten so much better…I mean, it’s just, it’s so much easier to be more efficient and get better results with these new models, these big massive models that are out there it’s amazing what can happen.” – Torey Maerz

Resources Mentioned: