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.

During this episode of AI your host Jason Cass talks about where he’s been, what he’s been doing and his plans for the podcast going forward.
Show Notes: There have been a lot of changes going on in Jason Cass’s life.
He bought an agency and the process was longer than expected. Purchased the agency through an SBA loan.
The process has been longer than expected.
You go through five layers of underwriting, you have to be pretty clean.

Had his agency that went out about a year. Not a big fan of business plans that go out past a year.
A business plan only matters until you get punched in the face.

Went to the IAOA – Insurance Agency Owners Alliance Run by Dave Jackson and Nicholas Ayers.
This is about real change by listening to people who do what you do every day.
In January go to IAOA, then Elevate in June, and AI Lab
IAOA was a very positive thing for his business.
He and his peers sat around as business owners and critiqued each other’s businesses. We use criticism in a negative light and it doesn’t always have to be.
Randomly listened to phone calls and critiqued them. Broke down what they did in their office every day.

We need to ask ourselves how are we going to make things better for our employees? It all starts internally.
You can only get better in business life as much as you gain personally.
Billy Williams says that culture runs your office.

Why AI? Agency intelligence is what’s going to power you for the future.
If you have a lot of flashy marketing and then your physical agency doesn’t reflect that, it seems like you’ve fooled them.
If you just do your best and create a customer experience that’s new and tangible, that’s a better experience.
If you do the best you can for your business, customers are going to go tell everyone about you. You’ll start to get referral-based business with a higher closing ration.

You need to have videos and blogs, but you need to focus on agency intelligence.
Why are we still talking about the customer experience? The industry is way behind.

Going forward there will be two separate podcasts: Agency Intelligence A regular podcast
Focused on the nitty gritty.
Doing this to lay a foundation of importance for agency intelligence and creating a great customer experience.

Agents Influence Conversations with Jason Cass Conversations with influencers and thought leaders.
Will still exist but will be less frequent.

If you don’t create a great customer experience you won’t be making as much as those who do. Videos, blogs, and Facebook are important, but you need agency intelligence for success.

Go to and check out the mastermind tab if you’re interested in being a member.

Tweetable Quotes Business owners run their agency like a business, agency owners run their agency like a business.
Have a client experience that separates you.
The business that stays is the business that pays.
Resources Mentioned
Crestmark Bank
Rocket Referrals
Lightspeed Voice