Podcasts about insurance agency

Welcome to another episode of The Insurance Dudes! In this powerful conversation, hosts Jason Feltman and Craig Pretzinger sit down with Dan Kitajima to unpack a truly wild journey from building a $17 million captive insurance agency to making the bold leap into the independent world.Dan shares the highs and lows of his experience—from signing a jaw-dropping $20,000/month office lease just before his carrier pulled the rug out by non-renewing $6 million in policies, to learning how to pivot, retain clients, and ultimately rebuild—this time with even greater focus, flexibility, and profitability. The trio dives into the nuances of switching from captive to independent, breaking down differences in closing ratios, broker fees, marketing strategies, and what it really takes to survive (and thrive) through massive industry disruption.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

It's halftime of 2025, and you're still in the game! Shane and Tonya break down what winning agency owners do in the second half of the year with small shifts and smart strategy. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Just because a policy renewed doesn't mean your client is loyal. Shane and Tonya discuss the surprising difference between renewals and retention, explore why insurance agents often confuse the two, and why that mindset is costing them long-term business. You'll hear practical ideas for building stickiness, touchpoints that matter, and how communication style can make or break your retention strategy.  IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

On this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feltman sit down with BJ Hill, owner of Summit Insurance in Loveland, Colorado. BJ shares his remarkable journey from college basketball coach to building one of the top insurance agencies in the country, now writing over $18 million in premium. From his early days as a “juco” coach and experiencing a steep learning curve buying his first $3 million agency, to overcoming challenges like passing industry exams and developing his leadership style, BJ gets candid about the grind, the setbacks, and the drive required to scale a business.Tune in as BJ reveals the secrets to coaching and developing a winning insurance team, the importance of culture and accountability, and the lessons he's learned from both sports and entrepreneurship. His unique perspective shows how building champions—on the court or in the agency—always comes down to grit, self-awareness, and relentless improvement. Plus, you'll hear some wild agency stories, tactics for onboarding and motivating staff, and BJ's best advice for fellow agency owners who want to scale up. Get ready for an inspiring, actionable conversation, packed with real-world insights for insurance pros and business leaders alike!Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

Today Celia and Andrea are diving into a topic that may not be the most glamorous part of planning your big day—but it's one of the most important: wedding insurance.With unpredictable weather, vendor closures, and even towns requiring liability coverage for beach and park ceremonies, protecting your wedding investment is more essential than ever.Joining us is Daveid Ferrao of Gyumolcs Insurance Agency. He specializesin wedding and event insurance, and he's here to help us understand what's covered, what's not, and how couples can have peace of mind leading up to their wedding day. Join the conversation. We love your questions, comments, and requests! We also love guests! Past brides, grooms, vendors, and venues contact us! We offer host read advertisements as well. Contact us for more information!Email us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠andrea@thisjoyous.comContact us through social media: Facebook, Instagram or website all are titled: New Jersey Wedding Podcast Listen for free wherever you get your Podcasts.Links to this week's vendors:Our intro music is by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jonathanrusso_guitarist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Andrea Purtell ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.forthisjoyousoccasion.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@weddingofficiant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Celia Milton: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.njvowsnow.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@njvowsnow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ David Ferrao: https://gyumolcsinsuranceagency.com/wedding-insurance

Jencap Insurance Services, Inc. v. Toni Frazier Insurance Agency, LLC

In this episode, I sit down with Edward Pritchett — one of the top agency builders in the game — to talk about how to build a successful insurance agency from home.Edward shares real strategies for agents and agency owners to grow remotely, recruit effectively, and create systems that scale. If you're in insurance, this is a must-watch.Get in contact with Edward here: https://pritchettagency.com

You've built something, thinking about walking away, and are now asking, “Do I have it in me to start again” Shane and Tonya explore why starting over isn't a step back, it's a strategic move forward. With experience, clarity, and relationship capital on your side, this might be the smartest time to build your agency, your way. If you're still thinking about it, it's not too late. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Selling your agency might sound like the ultimate success, but is it the best path for your financial future? Shane and Tonya discuss the options of cashing out or creating long-term, sustainable revenue. They explore what buyers are really looking for, how to structure your agency like an annuity, the emotional side of selling, and the hidden risks of “staying on” after the sale.  IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Big change isn't always the answer. Shane and Tonya break down how small, strategic adjustments can create a massive impact on your agency. From tweaking processes to rethinking priorities, learn how to stay nimble, lead with clarity, and build momentum one micro move at a time. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Send us a textIn this episode of the Grow Clinton Podcast, Andy and Jenny interview Luke Duenser from the Hausmann Group Insurance Agency and Brokerage. More information is available at www.myhaus.com. The Hausmann Group is a full-service independent insurance agency with offices in Madison and Milwaukee, Wisconsin. Serving local clients in Wisconsin and large companies nationwide, the agency provides a wide range of insurance and business services to support clients now and in the future.The Hausmann Group is dedicated to helping clients anticipate and navigate life's unforeseen challenges. They realize their collective strength through the agency's core values.We will discuss the importance of communication, education, and compliance. Additionally, Luke will address the increasing costs of insurance and the efficiencies that can be achieved. To promote your member business or organization on the podcast, contact the Grow Clinton office at 563.242.5702 or visit us online at www.GrowClinton.com. Grow Clinton's mission is to promote business growth, foster community, and advocate for the sustainable economic success of the Greater Clinton Region.

Great ideas don't build successful agencies, action does! Shane and Tonya discuss why taking big swings (and sometimes missing) is the only way to truly grow. From overcoming analysis paralysis to tuning out the noise of social media “experts,” they share real-life stories and practical advice for agency owners ready to stop overthinking and start swinging for the fences. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Lisa Hengel the owner of Willow Wood Insurance Agency joins host Grant Glad on the show today to chat about what it's like to see the world through her kids eyes, how much she loves the Minnesota music scene, and of course all things insurance as well! Many thanks to Lisa and Willow Wood Insurance for being a sponsor of the show. This show is also brought to you by our other sponsors Car Concierge, Petrichor Sound and Pulse Barre & Fitness.

Shane and Tonya tackle the cultural obsession with busyness and unpack why a full calendar doesn't always equal fulfillment. From personal stories to leadership lessons, they explore how agency owners can shift from hustle mode to healthy balance without sacrificing success. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Shane and Tonya tee off with a conversation about what The Masters can teach us about agency ownership. From Rory McIlroy's daughter reminding him, “You already know how to play golf,” to recognizing the value of your own strengths and systems, this episode is about presence, persistence, and trusting yourself.  IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

She was burned out, overwhelmed, and running on fumes.Now she's leading a few hundred agents, expanding offices, and building one of the most respected cultures in the insurance business.In this episode of America's Coach, I sit down with Stacy Murphy of Absolute Best Insurance — one of my top coaching clients — to break down how she went from field work to full-scale leadership without losing her mission.We cover the turning point, the mindset shift, and the system she's now using to scale with purpose.Here's what you'll take away from this episode:- Why most agency owners never truly scale — and what to do instead- The exact shift that helped Stacy go from burnout to building- Her playbook for recruiting, training, and culture-building- How she plans to make a $40M+ partial exit- What makes her team excited to show up and sell every dayWhether you're building an agency or running solo, this episode will change how you think about growth, team dynamics, and long-term wins.-------------------Events:https://www.coachburt.com/eventsMasterclass:https://offer.coachburt.com/preydrivemasterclassregisterHire Me To Speak:https://www.coachburt.com/hirecoachCheck out my Books:https://www.coachburt.com/resources

Shane and Tonya discuss the rise of insurance influencers, the pressure to chase visibility over sustainability, and the challenge of rethinking your agency's direction to create a business that aligns with your goals and works for you. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Resilience isn't just a word, it's a way of showing up when things get tough. In this episode, Shane and Tonya dive into what resilience really looks like in the independent agency world, why relationships matter more than ever, and how honest conversations can move your business forward. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

In this episode of The WB Download, host Jeff Wieland sits down with his longtime friend and trusted insurance expert, Ryan Murphy of Murphy Insurance. Ryan shares his journey from playing football at the University of Illinois to leading his family's insurance business, which was founded by his grandfather in 1955. They discuss the evolution of the insurance industry, the importance of community involvement—especially with their shared alma mater, La Salle High School—and how personal connections impact both business and life.Jeff and Ryan dive into the complexities of insurance, covering topics like policy coverage, risk assessment, and market fluctuations. They also reflect on the benefits of strong professional relationships, sharing personal anecdotes about family, football, and the perks of having the right connections. Whether you're a homeowner, business owner, or just curious about the world of insurance, this conversation is full of valuable insights and entertaining stories.Tune in to hear Jeff and Ryan talk about business, life, and the importance of trust in both. Don't miss this engaging and informative episode of The WB Download!Murphy Insurance website https://www.murphyinsagency.com/Email Jeff your comments, questions, and topic requests, or be a guest on The WB Download.Email: WBDOWNLOAD@wielandbuilders.comSee Wieland Builders custom home gallery  www.wielandbuilders.comSee podcast behind the scenes photosFollow us on Facebook, Instagram, YouTube, Houzz or Pinterest

Shane and Tonya talk AI in the independent insurance channel with special guests Chad Jackson and Justin White of Strawberry Antler. From automating quoting to solving real agency problems, they explore how AI can transform the way small and midsize agencies operate, why AI isn't as intimidating as it sounds, and how it can turn efficiency into opportunity. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Excess and surplus lines (E&S) can open up new opportunities, but it also comes with its own set of challenges. Shane and Tonya break down the common fumbles agents make, share how to avoid costly mistakes, decide when to say no, and discuss how build the processes that make E&S business work for your agency. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

"I would rather be consistently good than occasionally great—any day of the week!"  -Jake GerdesWhat's in this episode:Taking over an agency is a significant opportunity, but growing it into a high-performing sales operation comes with challenges that most agents don't expect. In this episode of The Insurance Buzz, Michael and Courtney Weaver sit down with Jake Gerdes, one of the top new agents in the country, to discuss how he transitioned from handling service to building a strong sales team.Jake shares the biggest lessons from his first year in agency ownership, the strategies that helped him shift to a sales-focused model, and how his team consistently converts service calls into new sales opportunities. He breaks down why agency owners need to move out of service as soon as possible, the 90-day plan that helped him transform his agency, and how his team follows up to increase conversions. Whether you are starting an agency or looking to scale, this episode provides real insights to help you grow efficiently.[00:00:00] – Introduction: Jake Gerdes on growing from service to sales in 90 days[00:01:00] – Why taking over a book of business isn't what agents expect[00:02:00] – How Jake handled the overwhelming service demands on day one[00:03:00] – The first hires every agency owner should make[00:05:00] – How Jake built a team structure that eliminated service issues[00:07:00] – The 90-day training plan that turned his team into a sales machine[00:09:00] – Jake's follow-up system that increased life insurance sales[00:12:00] – The biggest mistakes new agency owners make[00:15:00] – Social media strategies that generate real leads[00:18:00] – How Jake balances marketing, sales, and agency leadership[00:22:00] – What he wishes he knew before becoming an agent

Good morning and happy Wednesday! This morning our guest is Jacqueline Short, insurance agent for AAA, here with great information for our listeners! This is our first time meeting and getting the chance to speak with Jacqueline. Today Jacqueline speaks to us about Impact Health, her career and beginnings and her work as owner of Short Insurance Agency. Let's get ready to learn! Here's the news:- Are you interested in working with the City of Aurora? Helpful workshops, vendor fairs and events are scheduled at many locations this year in the city to connect entrepreneurs and regular Aurorans with the resources and access to grow. Check out the upcoming events and get involved to help shape the future of our city. Click the link below to learn more about Business Equity in Aurora: https://www.aurora.il.us/Property-and-Business/Business/Business-Equity- Family Focus has prenatal groups available every Monday from 5:00 pm to 7:00 pm at 1444 N. Farnsworth avenue, suite 200. Classes are available until April 17th, 2025 and are free and open to the public. For more information call our friend Melissa Vargas at (63) 488-6000.- Visit Alive Aurora every Monday, Wednesday and Friday for Drop In Space for 5th through 12th graders! From 3:00 pm to 7:00 pm there will be a variety of activities to take part in, teen-led and teen-driven. See the flyer for more details and follow the Alive Center on Facebook and Instagram!Have a great rest of the day! Good Morning Aurora will return with more news, weather and the very best of Aurora. Subscribe to the show on YouTube at this link: https://www.youtube.com/c/GoodMorningAuroraPodcastThe second largest city's first daily news podcast is here. Tune in 5 days a week, Monday thru Friday from 9:00 to 9:30 am. Make sure to like and subscribe to stay updated on all things Aurora.Threads: https://www.threads.net/@goodmorningaurorailInstagram: goodmorningaurorailSpotify: https://open.spotify.com/show/6dVweK5Zc4uPVQQ0Fp1vEP...Apple: https://podcasts.apple.com/.../good-morning.../id1513229463Anchor: https://anchor.fm/goodmorningauroraACTV (Aurora Community Television): https://www.aurora-il.org/309/Aurora-Community-TV#positivevibes #positiveenergy #kanecountyil #bataviail #genevail #stcharlesil #saintcharlesil #elginil #northaurorail #auroraillinois #cityofaurorail #auroramedia #auroranews #goodmorningaurora #morningnews #morningshow #wednesday

When Southwest Airlines starts charging for checked bags, it's more than a policy change; it's a brand identity crisis. Shane and Tonya discuss how staying true to your agency's unique strengths, rather than chasing trends or comparisons, is the key to long-term success and avoiding burnout. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

What if the real key to success is JOMO (the Joy of Missing Out)? Shane and Tonya break down how to stay focused, make intentional decisions, and let your business serve you—rather than the other way around. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Feeling frustrated with the lack of control in the insurance industry? Shane and Toya discuss how independent agents can move beyond frustration and take action. From carrier councils to industry advocacy, learn how to create real change for your agency and the industry. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Shane and Tonya sit down with Justin and Aaron Husman of The Phoenix Insurance to discuss the mindset shift from “helping people” to strategically running a successful agency. They discuss building a business with intention, protecting your time, selecting employees and clients, and making decisions that set your agency up for real growth and profitability.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Mike Hotchkiss, CEO of Hotchkiss Insurance Agency, the agency featured on the March 2025 front cover of Rough Notes Magazine.  Key Topics: The honor of being featured on Rough Notes and its significance. Hotchkiss Insurance's 50-year journey and industry evolution. The impact of mentorship on leadership and growth. Building a strong company culture through people and purpose. Hotchkiss Helps: Giving back to the community in a big way. Mike shares his approach to leadership and work-life balance. Reach out to: Mike Hotchkiss Jason Cass Visit Website: Hotchkiss Insurance Agency Rough Notes Magazine Produced by PodSquad.fm

"If you're not going to be excited when I'm calling you, we're probably not a mutual fit." - Maggie QuinnMaggi Quinn, SVP of Consulting at Intrepid Benefits, joined me to discuss working at an all-female insurance agency, why specialization is so important in today's market, and some innovative approaches to self-funded healthcare.Maggi shares her journey into insurance, as well as how she found her way to Intrepid, and why the relationship side of the business is the most important to her. We also discuss what makes Intrepid so different, and how that's won (and lost) them business over the years. Tune in this week to Self-Funded with Spencer to learn why I gave Maggi the name “Maggi Quinn, Benefits Woman”.Chapters:00:00:00 Meet Maggi Quinn00:11:18 Maggi's Journey To Intrepid00:22:11 Enhancing Employer Healthcare00:26:09 Customized, Personal Solutions For Employers00:31:06 Mutual Fit in Client Relationships00:37:11 Enhancing Client Understanding in Healthcare Communication00:39:18 Personalized Medication Management through DNA Sequencing00:42:39 Enhancing Well-being Through Health Education00:55:14 Innovative Approaches To Employer-sponsored HealthcareKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/Key Words: Healthcare Solutions, Wellness, Personalized Medication, Client Relationships, Innovative Healthcare, Self Funded Employers, Specialized Healthcare, Future Of Healthcare, Cost Effective Healthcare, podcast, healthcare, health insurance, self funded, self funding, self funded health insurance, self funded insurance#HealthcareSolutions #Wellness #PersonalizedMedication #ClientRelationships #InnovativeHealthcare #SelfFundedEmployers #SpecializedHealthcare #FutureOfHealthcare #CostEffectiveHealthcare #podcast #healthcare #healthinsurance #selffunded #selffunding #selffundedhealthinsurance #selffundedinsurance

The best way to connect with clients is through storytelling, not by being boring or overly technical. Shane and Tonya discuss into the power of 60-second stories that turn real-life lessons into personal, memorable, and successful sales moments.  IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Best Insurance Agency Incentive Plans to motivate your team and drive performance!

In this episode, I sit down with Dusty Todd, who's insurance agency produced $15 million in production in 2024! Dusty shares the key strategies, systems, and mindset shifts that helped him scale in the insurance industry and how he's helping other agents do the same!If you're an insurance agent looking to grow, make more money, and build a thriving business, you don't want to miss this conversation!

Insurance New Business Challenges: Avoid These Common Pitfalls

Does agency size determine success? Shane and Tonya break down the challenges of scaling, the myths around agency size, and why success isn't one-size-fits-all. In this special anniversary episode, they reflect back on lessons learned over the last three years on IA Forward, and what it really takes to build an agency that works for you long-term. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

In this episode of the Ridiculously Amazing Insurance Agent Podcast, we discuss When to Get an Insurance Producer? and how this key decision can help grow your agency!

In this episode of the Finding Arizona Podcast, host Jose Acevedo talks with identical twins Stephanie and April Schaffroth, who each run their own Farmers Insurance agency. They share how they transitioned from different industries—April with a mortgage background and Stephanie with little insurance experience—to building successful businesses. The conversation explores insurance industry shifts, the impact of wildfires on rates, the power of community engagement, and why life insurance is essential. They also discuss how social media and networking have helped them grow.The Key Moments in This Episode Are:00:03:49 - Transition to Insurance 00:10:32 - Factors Affecting Insurance Rates 00:12:35 - State-specific Insurance Markets 00:13:23 - Advocating for Safety in Insurance 00:14:09 - Being a Resource for the Community 00:26:02 - The Power of Social Media in Professional Communication 00:35:44 - Individual and Team Goals for 2025 00:36:59 - Embracing New Challenges and Interests 00:40:11 - Importance of Planning and Will Writing 00:44:19 - Building Networks and Supporting Each OtherThe Resources Mentioned in This Episode Are:Visithttps://agents.farmers.com/az/phoenix/april-schaffroth/ andhttps://agents.farmers.com/az/phoenix/stephanie-schaffroth/ to learn more about Stephanie and April Schaffroth's insurance agency and the services they offer.Connect with Stephanie and April Schaffroth on social media platforms such as Facebook, Instagram, LinkedIn, TikTok, and YouTube to stay updated on their latest content and insurance-related tips.https://www.instagram.com/apriljoelle/https://www.instagram.com/sschaffroth26/Connect with the Finding Arizona Podcast:YouTube:Finding Arizona PodcastFacebook:facebook.com/findingarizonapodcastWebsite:findingarizonapodcast.comLinkedIn:linkedin.com/findingarizonapodcastTwitter:twitter.com/findingarizonaReady to start your own podcast?Found-House powered byThe Finding Arizona Podcast is your best find!SPONSORS:Earth Based Body: Get 20% off your first online purchase atearthbasedbody.com/discount/FINDINGARIZONA.Oura Ring: Enjoy $40 off your purchase using our link:ouraring.com.SeatGeek: Get a $20 discount on your tickets with code FINDINGARIZONA atseatgeek.com.

Meghann High, Founder and President of Inspire Benefits Consultants, joined me in studio to share her journey into insurance, what made her decide to be an entrepreneur, and what it's been like to run an insurance agency as a wife and mother.  Meghann is incredible and intentional about making her agency as efficient as possible, and that's been the key to their success. She shares where that philosophy comes from, how it's worked so far, and how it helps her agency have a predictable level of growth.  This episode was a blast and I promise you'll learn something when you tune in. ▶▶ Upgrade Your LinkedIn Profile in 10 Minutes: https://www.completegameu.com/landing-page-1-5650 KEY MOMENTS (00:00:00) Episode 5, with Meghann High(00:05:53) Meghann's Entrepreneurial Journey (00:07:14) Financial Challenges in Starting an Insurance Agency (00:13:47) Automating To Grow (00:17:04) The Riches Are In The Niches (00:24:52) Establishing Credibility in a New Market (00:29:15) Delegating Responsibilities As A New Mother (00:36:27) Embracing Challenges and Seeking Guidance in Business CONNECT WITH ANDY NEARY Subscribe and listen to the Accelerate Your Insurance Sales Podcast

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Darren Vermost, President of Vermost Insurance Agency, the agency featured on the February 2025 front cover of Rough Notes Magazine.  Key Topics: Darren reflects on the honor of being featured on Rough Notes. Integrity, relationships, and team loyalty drive the agency's success. Darren's leadership style fosters a dedicated, long-tenured team. The value of imitation and disciplined implementation. Balancing innovation with client-focused service. Using AI to enhance productivity and free time for clients. Reach out to: Darren Vermost Jason Cass Visit Website: Vermost Insurance Agency Rough Notes Magazine Produced by PodSquad.fm