Podcast appearances and mentions of jason cass

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Matt Simon, President of CoverLink Insurance, the agency featured on the April 2024 front cover of Rough Notes Magazine.  Key Topics: CoverLink Insurance's rebrand after 100 years to unify multiple agencies The meaning behind "CoverLink" and its mission to protect clients Hiring based on attitude and work ethic over experience Why culture is the key to hiring and retaining top talent How CoverLink attracts young professionals into the insurance industry The role of technology and adaptability in agency growth Leadership lessons from Matt's father and agency ownership transition Reach out to: Matt Simon Jason Cass Visit Website: CoverLink Insurance Rough Notes Magazine Produced by PodSquad.fm

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

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

In this episode of Agency Intelligence podcast, host Jason Cass interviews Tony Lew, Co-Founder of InsurTech NY. They discuss the evolution of InsurTech NY, its collaboration with independent agents, and the tools shaping the future of the insurance industry.  Plus, get the details on the upcoming InsureTech NY 2025 Spring Conference and how to save 35% with the code “AI2025CODE”. Key Topics: Tony Lew shares InsurTech NY's mission to connect the insurance ecosystem. InsurTech's evolution from disrupting to enhancing agents. Accelerators and venture funds supporting industry innovation. Digital distribution tools improving efficiency for agents. AI and RPA's potential to create “digital super agents.” Highlights of the upcoming InsureTech NY Spring Conference Reach out to: Tony Lew Jason Cass Visit Website: InsureTech NY 2025 Spring Conference - use “AI2025CODE” for 35% off Agency Intelligence Produced by PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass discusses the concept of building a "digital you" and "digital staff" using AI tools like ChatGPT. He shares personal stories and practical strategies for leveraging AI to enhance productivity and creativity. Key Topics: Jason's vision for AI tools as digital assistants Using AI to automate tasks like blog writing and video creation AI as the brain and RPA as the hands of agency operations Benefits of ChatGPT's paid version for privacy and customization Predictions on licensed AI agents in the insurance industry Real-life examples of AI improving productivity and creativity Encouragement to start leveraging AI tools today Reach out to: Jason Cass Visit Website: Agency Intelligence Produced by PodSquad.fm

Listen in for an exclusive sneak peek into one of our Agency Intelligence Mastermind meetings, where Jason Cass and the Mastermind Champions discuss the biggest challenges and opportunities facing agencies in 2025. Want to participate in meetings like these twice a month? Join Agency Intelligence Mastermind to connect with other insurance agency owners, share insights, ask questions, and grow together.  Key Topics: Tackling technology challenges with shared services. Using AI and RPA to streamline agency operations. Predictions on market trends, softening rates, and acquisitions. Data-driven approaches to improve agency-carrier relationships. The importance of proactive leadership and strong partnerships. Preparing for shifts with customer-focused innovations. Highlights of Brainshare and IndieTech 2025 events. Reach out to: Jason Cass Visit Website: Join Agency Intelligence Mastermind Agency Intelligence Produced by PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Clay Snellings, Principal at Snellings Walters Insurance Agency, the February 2023 front cover agency and the 2023 Rough Notes Magazine Agency of the Year. Key Topics: Clay reflects on the honor of being featured on Rough Notes and winning the 2023 Agency of the Year. The transformation of Snellings Walters from family-run to employee-owned. Decisions to expand ownership and talent for growth. Insights into perpetuation planning and shareholder agreements. The role of EOS in driving agency success since 2013. Focusing on priorities to overcome the “tyranny of the urgent.” Clay highlights consistency and teamwork as keys to success. Reach out to: Clay Snellings Jason Cass Visit Website: Snellings Walters Insurance Agency Rough Notes Magazine Produced by PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass interviews Joel Poythress, Chief Revenue Officer at Lightspeed Voice. Joel discusses innovations in communication technology, AI integration, and the future of productivity in the insurance industry. Key Topics: Joel's 30-year telecom experience and role in Lightspeed Voice's growth. Lightspeed Voice's focus on in-house development and white-glove customer service. Nova AI's capabilities: call summaries, sentiment analysis, and transcriptions. Lightspeed Solutions' IT services complementing VoIP for a full tech stack. The future of AI-powered phone systems automating quotes and workflows. Enhancing work-life balance through productivity improvements and tech. Real-world AI applications transforming agency operations. Reach out to: Joel Poythress Jason Cass Visit Website:  Lightspeed Voice Agency Intelligence Produced by PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jeff Wingate, Executive Vice President & Head of Insurance at Rate Insurance, the agency featured on the December 2024 front cover of Rough Notes Magazine.  Key Topics: Jeff shares the impact of being featured on the Rough Notes cover. A fintech-driven approach using Salesforce for efficiency. Diversifying revenue through partnerships with loan officers and inspection companies. Using AI and data to enhance agent recommendations and client experiences. Targeting small commercial lines for growth in underserved areas. Strategic tech investments to handle rate challenges in key markets. Highlighting data's future value as a key revenue source for agencies. Reach out to: Jeff Wingate Jason Cass Visit Website: Rate Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by The McGowan Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover. Produced by PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass sits down with Ryan Hanley, CMO of Linqura to discuss the future of the insurance industry, focusing on how agents can thrive in shifting markets through innovation, strategic branding, and leveraging AI. Key Topics: Impact of content sharing and fact-checking on social media Censorship trends across political lines Lessons on personal branding from Curtis Goldberg's creative content Importance of gradual improvement in content creation Imitation as a tool for success and cross-industry inspiration Market shifts toward rate reductions, urging focus on renewals Ryan's ITC role, enhancing agent engagement and event inclusivity Reach out to: Ryan Hanley Jason Cass Visit Website: Linqura Agency Intelligence Produced by PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Cyrus Jaffery, Founder & CEO of Jaffery Insurance, the agency featured on the November 2024 front cover of Rough Notes Magazine.  Key Topics: Cyrus shares the honor of being featured on Rough Notes and how his agency's focus on personal lines sets it apart. Cyrus discusses his transition from State Farm to running an independent agency during COVID-19. Jaffery Insurance has grown to 27 employees, 100 contractors, and $10 million in revenue through organic growth. The importance of hiring key people to manage operations and support growth. Cyrus shares his journey as an immigrant from Afghanistan and how it shapes his leadership. Cyrus discusses the future of insurance, highlighting the need for tech adoption and balancing growth with retention. Reach out to: Cyrus Jaffery Jason Cass Visit Website: Jaffery Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by The McGowan Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover. Produced by PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass interviews Michael Cruz, Chief Operating Officer of Virtual Intelligence for a follow-up conversation on the 4-day work week. Key Topics: Successful implementation of a four-day workweek, improving productivity and employee satisfaction Use of AI tools like ChatGPT to streamline tasks and increase efficiency Shift in work structure to promote better work-life balance and retention Strategies for team scheduling to ensure coverage on off-days Leadership's role in embracing and managing change Tracking tools reveal that fewer work hours can still maintain high productivity Encouraging leaders to align present actions with future goals Reach out to: Michael Cruz Jason Cass Visit Website: Virtual Intelligence Agency Intelligence Produced by PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass is joined by Mitch Gibson to recap highlights from IndieTech 2024 and plans for IndieTech 2026 in Fort Lauderdale. Key Topics: Mitch Gibson highlights IndieTech's growth and strong vendor-attendee engagement Breakout sessions featured live demos and collaborative presentations How the team quickly adapted to Hurricane Helene with effective replacement speakers Focus on creating inclusive spaces for agents, vendors, and tech collaboration. Preview of future plans includes tech challenges and deeper automation insights. Special thanks to contributors like James Jenkins for enhancing the event with his voice and video production skills Exciting plans for IndieTech 2026 in Fort Lauderdale aim to create a dynamic experience blending technology, sales, and leadership Reach out to: Mitch Gibson Jason Cass Visit Website: Agency Intelligence Produced by PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass discusses three key topics that can transform professional growth. He shares practical insights and personal stories for agency owners and producers. Key Topics: Discusses "Skill or Luck" in achieving success and encourages self-reflection Shares "Tuxedo Moments" to illustrate the power of standing out Advises new producers on creating their own "Tuxedo Moments." Explores "Behavior Modification" and how rewards can drive outcomes Highlights non-monetary rewards like time off for motivating employees Stresses the need to align KPIs with compensation to encourage desired behaviors Reach out to: Jason Cass Visit Website: Agency Intelligence Produced by PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jay Mueller, CEO of Camargo Insurance the agency featured on the October 2024 front cover of Rough Notes Magazine.  Key Topics: Jay shares the honor of being featured in Rough Notes He talks about joining the family business and his passion for growth and travel Jay explains how he set up his agency to operate remotely from Spain He emphasizes building a strong, independent company culture The episode explores the challenges and benefits of remote leadership Jay highlights the role of an advisory board in his agency's growth He outlines his goal to become the largest independent agency in Cincinnati Reach out to: Jay Mueller Jason Cass Visit Website: Camargo Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by The McGowen Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover. Produced by PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass chats with Kelly Donahue-Piro, President of Agency Performance Partners about annual strategic planning for your agency. To learn more about the Agency Performance Partner's Strategic Planner to build, execute, and stick with your agency's annual plan visit: https://www.agencyperformancepartners.com/insurance-agency-strategic-planning/ Get 20% off until 12/31/24 with code: Agency Intelligence Key Topics: Exiting the hard market in 2025 requires proactive growth plans as rate increases will no longer drive growth Prioritizing client retention through proactive renewal reviews to avoid losing clients as market conditions stabilize Addressing staffing issues by filling skill gaps and leveraging virtual assistants to ease workloads Agency owners must lead decisively, creating clear plans without relying too much on staff opinions Analyzing agency operations, including revenue per team member, to improve efficiency and optimize growth Improving agency management systems and ensuring accurate metrics to drive better decision-making Long-term planning: Set clear goals for the next 10 years to avoid reactive management and achieve sustained success Reach out to: Kelly Donahue-Piro Jason Cass Visit Website: Annual Strategic Planning Workbook (Get 20% off until 12/31/24 with code: Agency Intelligence) Post Speaking Session Link to Get More Info Agency Performance Partners Agency Intelligence Produced by PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass takes listeners on a journey through recent personal and professional experiences, while driving a U-Haul through Georgia.  Key Topics: Jason navigates driving a U-Haul through Georgia, recording the podcast under unique circumstances. Jason reflects on a year of significant business highs and lows, underscoring his responsibility towards his employees during growth periods. The episode explores key leadership qualities, such as prioritizing team well-being over business metrics. Jason recounts the complex and emotional process of legally aiding his Cuban friend's family in emigrating to the U.S. A personal decision to relocate back to Illinois from Florida highlights the interplay between personal life and professional decisions. Encouragement for listeners to pursue passions and face challenges, drawing from Jason's experiences of overcoming hurdles. Reach out to: Jason Cass Visit Website: Agency Intelligence Produced by PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Chris Peterie, CEO of Tower Street Insurance, the agency featured on the September 2024 front cover of Rough Notes Magazine.  Key Topics: Chris shares the excitement of being featured on the Rough Notes magazine front cover, acknowledging his team's hard work. Emphasis on building a positive workplace culture by hiring the right people and focusing on "The Ideal Team Player" principles. Importance of investing in employees through regular meetings, education, and personal development. Prioritizing strong client and carrier relationships to deliver high-quality service and ensure client satisfaction. Leveraging technology to enhance client interactions and streamline agency operations. Reflection on leadership, the value of continuous learning, and how it influences agency success. Discussion on how Chris's approach serves as a model for excellence within the industry. Reach out to: Chris Peterie Jason Cass Visit Website: Tower Street Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by MEM. We're what workers comp should be! Get to know us at hello-mem.com to see how we can help you work with confidence This episode is brought to you by The McGowen Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover. Produced by PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass interviews Reid Holzworth, CEO of Ivans Insurance Solutions. Key Topics: The significant impact of AI on insurance practices, especially in risk assessment Insights on the importance of cultural integration and team dynamics post-acquisition Broad potential and future applications of AI within the insurance industry Advancements and future vision of Ivans under Reid's leadership Seamless integration of technology in improving business efficiencies and client relationships Reach out to: Reid Holzworth Jason Cass Visit Website: Ivans Insurance Solutions Agency Intelligence Produced by: PodSquad.fm

In this episode of The Insurance Technology Podcast, Reid chats with Jason Cass, managing partner of the Insurance Alliance and founder of the Insurance Podcast Network, to share Jason's story of entrepreneurship that started at an early age on a business venture to milk cows and has led to being a successful insurance entrepreneur.Get ready for these two podcast hosts and insurance gurus to discuss the rewards of working in the industry and the importance of connectivity. You'll also discover how to find what Jason calls “tuxedo moments” to sail into success.Episode HighlightsAn ambitious spirit that started with milking cows (5:22)Tuxedo moments and how being different matters (10:01)Leading by listening and putting people first (29:42)Sailing into success (30:42)Giving back, seeing a need and trying to fix it (32:40)A love for building things, boating, animals and dive bars (38:15)

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Nancy Mendizabal and David Brush, Agency Principals of Apple Valley Insurance the agency featured on the August 2024 front cover of Rough Notes Magazine.  Key Topics: Impact of a past feature article in Rough Notes 20 years ago Detailed strategies for recruitment emphasizing cultural fit and employee satisfaction Discussion on the critical role of happiness and culture alignment in hiring processes Overview of leadership role evolution and its influence on agency operations Techniques for maintaining a positive and productive agency culture Future goals for the agency and the strategic initiatives planned to achieve them Reach out to: Nancy Mendizabal David Brush Jason Cass Visit Website: Apple Valley Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by The McGowen Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover. Produced by PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jack Wingate, Founder & CEO of ALLCHOICE Insurance, the agency featured on the July 2024 front cover of Rough Notes Magazine.  Key Topics: Transitioning to a brand that represents the true identity of the agency The pivotal role of website redesign in enhancing customer engagement and SEO Implementing a culture of unlimited time off and its impact on employee satisfaction and productivity The importance of team collaboration and support in a flexible work environment Leveraging personal and professional growth through strategic branding and digital presence The significance of adapting to technological advancements and market demands Cultivating a supportive and innovative agency culture that prioritizes team and client needs Reach out to: Jack Wingate Jason Cass Visit Website: ALLCHOICE Insurance Rough Notes Magazine Episode Sponsors: The McGowan Companies – Insurance Products: This episode is brought to you by The McGowan Companies. For more information about our new, exclusive cannabis insurance product, visit mcgowanprograms.com/frontcover Produced by PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass discusses his experiences and insights on utilizing artificial intelligence within the insurance industry, specifically through Gail, a tool developed by the company Lula.  Key Topics: The convenience and capabilities of Gail in automating responses and handling client interactions The integration of Gail with other systems like Agency Zoom for enhanced functionality Jason's observations on the efficiency and effectiveness of Gail compared to human operators Detailed examples of Gail managing client requests and inquiries The broader impact of AI on the insurance industry and predictions for future developments Reach out to: Jason Cass Visit Website: Gail IndieTech 2024 Agency Intelligence Produced by: PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass discusses the integration of Artificial Intelligence (AI) and Robotic Process Automation (RPA) in insurance agencies and how these technologies enhance productivity and efficiency, with real-life examples and practical applications that can transform agency workflows. Key Topics: Understanding the broad applications of AI in insurance agencies The distinction between licensed and unlicensed tasks in agency operations Implementing AI and RPA to enhance operational efficiency Case studies on the financial impact of AI integration in agencies Future predictions for AI and automation in the insurance industry Practical tips for agencies to adopt and adapt AI technologies Overview of upcoming IndieTech and resources for further learning about AI in insurance Reach out to: Jason Cass Visit Website: IndieTech 2024 Agency Intelligence Produced by: PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Emily Koleno, Clint Paskewitz & Bryan Graham of Associated Insurance Services, the agency featured on the June 2024 front cover of Rough Notes Magazine.  Key Topics: Clint reflects on the historical significance of Rough Notes Magazine as a mentor throughout his career Bryan shares his pride and excitement about the agency's national recognition Insight into the agency's growth, culture, and how their roles have evolved over the years Discussion on the challenges and triumphs of maintaining a niche focus within the insurance industry The team's strategic approach to community involvement and creating a workplace culture that fosters belonging and teamwork Reach out to: Emily Koleno Clint Paskewitz Bryan Graham Jason Cass Visit Website: Associated Insurance Services Rough Notes Magazine Episode Sponsors: The McGowan Companies – Insurance Products: This episode is brought to you by The McGowan Companies. For more information about our new, exclusive cannabis insurance product, visit mcgowanprograms.com/frontcover Produced by PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass discusses the critical aspects of workplace culture, employee expectations, and the integration of technology in the insurance industry.  Key Topics: The critical role of company culture in employee satisfaction Employees' core needs: culture, opportunity, and money Benefits of a three-day off week for work-life balance Necessity of technology in modernizing insurance agencies Challenges in flexible work schedule implementation Understanding Generation Z's unique work ethic Effective strategies for building a supportive work environment Reach out to: Jason Cass Visit Website: IndieTech 2024 Agency Intelligence Produced by: PodSquad.fm

Join Cyrus Jaffery on the Insurance Producers Podcast, sponsored by Quotamation, as he sits down with Jason Cass. In this episode, Jason shares expert advice on delegation, time blocking, and consistency in the insurance industry. Discover actionable strategies for boosting productivity, overcoming challenges, and staying focused amidst industry shifts. Don't miss Jason's insights on the truths of insurance and the growth of Indy-Tech at the upcoming conference. Tune in now!

In this episode of Agency Intelligence podcast, host Jason Cass interviews Whitney Ricci, President of Ricci Insurance Group. Key Topics: Introduction to Whitney Ricci and her unique approach to insurance The journey of scaling Ricci Insurance Group from scratch The strategic decision to over-hire and the benefits of having a “bench” Importance of data-driven decisions in refining business operations The transformative impact of selective client engagement and saying "no" Whitney's advice on leadership and cultivating a growth-oriented team environment Reach out to: Whitney Ricci Jason Cass Visit Website: Ricci Insurance Group Agency Intelligence Produced by: PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass interviews Elliot Bassett, President of Ellerbrock-Norris, Co-Founder of LAUNCH, and Co-Host of Getting Past the Premium Podcast. Key Topics: Impact of Apple Podcast's algorithm changes on listener numbers Transition to a consultative selling model at Elliot's firm Importance of effective prospecting in sales Building and maintaining Centers of Influence (COI) Structured referral process introduction Utilizing technology to enhance human interactions in business Embracing continuous adaptation and learning to leverage technology Reach out to: Elliot Bassett Jason Cass Visit Website: Ellerbrock-Norris Agency Intelligence LAUNCH Getting Past the Premium Podcast Produced by: PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Shawn Myers, CEO of Iron Insurance Partners, the agency featured on the May 2024 front cover of Rough Notes Magazine.  Key Topics: Shawn Myers reacts to his agency being featured on Rough Notes Magazine's cover Discussion on the merger that formed Iron Insurance Examination of the synergies between merged agencies Overview of Iron Insurance's risk management strategies Importance of culture and team dynamics in management Introduction of a producer pathway to ownership Insights into the agency's community engagement and philanthropy Reach out to: Shawn Myers Jason Cass Visit Website: Iron Insurance Partners Rough Notes Magazine  Episode Sponsors: The McGowan Companies – Insurance Products: This episode is brought to you by The McGowan Companies. For more information about our new, exclusive cannabis insurance product, visit mcgowanprograms.com/frontcover Fortegra: This podcast is sponsored by Fortegra. For over 45 years, we've delivered innovative risk management solutions. Fortegra is more than a specialty insurer – we're the partner committed to your success.    Produced by PodSquad.fm

In this episode of Agents Influence podcast, host Jason Cass interviews Jackson Fregeau,  Co-Founder & CEO of Quandri. Key Topics: Background of Jackson Fregeau and the inception of Quandri. The evolution and potential of RPA in financial services. Challenges and solutions in deploying automation in the insurance industry. Quandri's specific automation solutions for insurance agencies. The role of RPA in reducing manual tasks and increasing operational efficiency. Future prospects for RPA technology in various sectors. Discussion on industry adaptation and the integration of new technologies. Reach out to: Jackson Fregeau Jason Cass Visit Website: Quandri Agency Intelligence Produced by: PodSquad.fm

In this episode of Agency Intelligence podcast, host Jason Cass discusses the impacts of generational shifts and technological advancements on the insurance industry. Key Topics: Reflection on podcast history and listener loyalty since 2013 The impact of personal life events on professional paths Discussion on generational differences in career expectations and values Insights into agency growth and personal anecdotes from industry colleagues Introduction of the new podcast series, "The Front Cover" Overview of upcoming industry events and the importance of specific tech for independent agents Personal updates and future plans in both professional and personal realms Reach out to: Jason Cass Visit Website: Agency Intelligence Produced by: PodSquad.fm

Join Cyrus Jaffery on the Insurance Producers Podcast, sponsored by Quotamation, as he sits down with Jason Cass. In this episode, Jason shares expert advice on delegation, time blocking, and consistency in the insurance industry. Discover actionable strategies for boosting productivity, overcoming challenges, and staying focused amidst industry shifts. Don't miss Jason's insights on the truths of insurance and the growth of Indy-Tech at the upcoming conference. Tune in now!

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Elisha Cavanaugh, President of Sound Pacific Insurance, the agency featured on the April 2024 front cover of Rough Notes Magazine.  Key Topics: Elisha Cavanaugh's journey from part-time agency work to owning her agency The importance of building strong relationships with carriers The challenges and opportunities facing women in the insurance industry The value of agency councils and networking for independent agents The importance of giving back to the community Elisha Cavanaugh's advice for other agency owners and those looking to start their own agencies The future of the independent agency system Reach out to: Elisha Cavanaugh Jason Cass Visit Website: Sound Pacific Insurance Rough Notes Magazine

In this throwback special episode of Agency Intelligence podcast, Jason Cass and Travis Etheridge are guests at the Insurance Hacks webinar where they chat with Brad Ruben, of Archway Computer, about how Virtual Employees (VE's) are changing the game when it comes to handling unlicensed tasks in your agency. Episode Highlights: Brad shares his background, what Archway Computer does for independent insurance companies, and the Insurance Hacks webinar's goal. (1:11) Jason Cass and Travis Etheridge discuss how they got into the insurance industry. (5:40) Jason explains why they decided to form a Virtual Employee (VE) firm and how they plan to influence the independent agent's thinking in the future. (8:00) Jason explains why he is prepared to pay more and treat his company's VE's better. (10:32) Jason and Travis talk about how fantastic their company's VE relationship and culture are. (14:05) Jason discusses what made him realize that he didn't need licensed employees doing unlicensed tasks. (19:38) Jason mentions that InsurTechs aided the insurance industry in sales, prospecting, and CRMs. However, Indietech 2.0 will assist insurance professionals from the time the policy is sold until they cross sell. (22:29) Jason explains that their VE's know how to read a contract, how to look at it, and how to prepare it for the Senior Account Manager to review. (24:41) Jason explains that Indietech 2023 will be different, with a trade show, four stages on each side, and demos every 30 minutes. (28:21) Jason explains why they don't have onshore virtual or multilingual employees. (29:57) Jason and Travis explain why agents who want to be treated as professionals should begin acting as such. (30:56) Jason describes the Virtual Intelligence training procedure with its employees to ensure they can manage the tasks efficiently when placed in an agency. (37:56) Key Quotes: “If we can educate the independent agent on the questions they should ask, they're going to start making better decisions. And these people who are taking advantage of independent agents are going to be put out of business and that's a good thing.” - Jason Cass “If you need help in your office, stop thinking of licensed people. Get your people together and say, what are 25% of the jobs that you do every day that you hate doing and you don't need to be licensed to do? Then write them down. And you now know what you need a VE to do. And now your staff is freed up and you're actually paying half the cost to get the person who's going to do a better job.” - Jason Cass  Resources Mentioned: Brad Ruben LinkedIn MyArchway  Travis Etheridge LinkedIn Reach out to Jason Cass Agency Intelligence

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Garrett Droege, Director of Innovation at IMA Financial Group. Garrett discusses the future of tech in the insurance industry and beyond and how to learn from your competitors. Episode Highlights: Garrett mentions that they have worthy rivals in their company with whom they share information and learn and that anyone can learn if their ears are open. (5:41)  Garrett shares his background story and how he got to where he is today in the insurance industry. (6:58) Garrett mentions that he used to run a global broker network called Tech Usher, which specializes in technology-related insurance. (8:26) Garrett mentions that everything he learned in the insurance industry was from other people and probably some of the competitors or people he thought were better than him in some way. (10:38)  Garrett explains how he and Ryan Hanley had the same idea on how Twitter is going to be the future of business. (15:33) Garrett mentioned how Bezos and Elon are different kinds of geniuses. (20:59) Garret discusses his theory that man will never reach a point when all cars on the road are smart enough to have a truly autonomous experience on highways. (23:28) Garrett explains the difference between when the internet and online chat room first came out. (29:18) Garrett mentions that you shouldn't be afraid to share your best stuff with people as you might learn a thing or two. (31:52) Key Quotes: "We have worthy rivals in this industry. We share information with them, they share information with us. You can learn things from anybody if your ears are open. You can't learn anything if you think you do everything well." - Garrett Droege "Once we perfect the technology, there's more competition." - Garrett Droege "Don't be afraid to share your best stuff with other people. You might learn a thing or two." - Garrett Droege Resources Mentioned: Garrett Droege LinkedIn IMA Financial Group, Inc. Reach out to Jason Cass Agency Intelligence

In this throwback episode of the Agents Influence podcast, host Jason Cass and Erik Garcia, CFP®, sit down with Felix Garcia and Ebens Jean to discuss their journeys to America, their careers in the insurance industry, and the life lessons they have learned along the way. Episode Highlights: Erik shares what inspired him to interview Felix Garcia and Ebens Jean, both of whom immigrated to America, not speaking the language, and ended up in the insurance industry. (1:47) Ebens shares his experience of immigrating to America from Haiti and the challenges of not speaking the language and adjusting to a new culture and climate. (5:04) Felix shares about his childhood in Cuba and his journey as a teenager from Cuba to Spain and ultimately to New Orleans, and the difficulties and discomfort of being a foreigner in a new country. (10:38) Felix and Ebens recall what it was like going to school as immigrants who spoke with an accent and did not know the language well. (17:51) Ebens shares the story of getting his first paycheck in America and how that felt. (22:48) Felix shares the trajectory of his career and what led him to the insurance business. (29:08) Felix explains that the desire to succeed is ingrained in immigrants. (39:08) Ebens shares why his company looks for and hires people with an entrepreneurial-driven mindset. (44:46) Ebens shares that he is currently reading "The Power of Broke" by Daymond John. (49:55) Felix reads an excerpt from the book he wrote, “Ingredients of Success”, about what success really means to him. (50:26) Key Quotes: "When I first arrived in the United States, I was afraid. The wind that I was breathing wasn't mine, the language barrier, new people in a new country. I didn't feel right about walking in the street, because I just felt like I was a foreigner and I didn't believe belonged here. And those were my feelings at the very beginning." - Felix Garcia "If you're willing to put in that work, and the sky's the limit, especially in this industry, you could make as much as you want, but it depends on you." - Ebens Jean "Some people think that success is driving an expensive automobile, buying a big house, being successful in business. Success is more than that. Success to me, is the way you walk the path of life each day. It is the things you do and the things you say." - Felix Garcia Resources Mentioned: Ebens Jean LinkedIn Felix Garcia LinkedIn Erik Garcia LinkedIn American National Insurance One Way Insurance Group   Reach out to Jason Cass  Agency Intelligence

In the inaugural episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jim Schubert, President & CEO of Southern States Insurance, the agency featured on the March 2024 front cover of Rough Notes Magazine. Key Topics: Jim Schubert shares the significance of Southern States Insurance's feature on the front cover of Rough Notes Magazine The rarity and honor of being featured among thousands of agencies The strategic growth and planning behind the agency's success The importance of core values and developing a strong team culture Leveraging relationships and community engagement for agency growth The impact of mentorship and leadership in shaping the future of the agency Future growth plans and the emphasis on serving more clients effectively Connect with: Jim Schubert Jason Cass Visit Website: Southern States Insurance Rough Notes Magazine

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Brenden Corr, Senior Director of Business Development at Loss Run Pro. Brenden discusses how their simple and easy-to-use subscription software service helps insurance professionals. Brenden and Jason also discuss the software's influence on Jason's agency. Episode Highlights: Brenden shares that he is an iPhone user and the last application he downloaded is about the NFL playoffs. (3:00) Brenden explains that he loves to win more than he hates to lose because he is competitive. (6:16) Brenden shares that he believes that luck got him to his position but his skills got him to understand the responsibilities of his position. (7:22) Brenden talks about the history of Loss Run Pro, how it was built, and its success in the industry. (14:46) Brenden elaborates on how Loss Run Pro was able to get the help they needed to build the system from betas and focus groups. (17:05) Brenden explains that having the ability to get direct loss runs from the carriers is the next step and the next direction of growth for them. (20:45) Brenden shares that they are redoing workflows to incorporate Loss Run Pro on a larger scale. (22:20) Brenden shares that he is currently reading a book about moods and how it affects our leadership ability. (25:14) Key Quotes: "We spent all of 2020 in betas and focus groups, but our focus groups and betas were with Graham Heffernan, you know, Conner Strong, the Partners Group, like all like some big hitters in the industry. And they helped build out the interface." - Brenden Corr "Having the ability to get direct loss runs from these carriers. You know, that's the next step. That's kind of the next 12-month roadmap for Loss Run Pro." - Brenden Corr "We don't need to do anything special. The platform is fantastic. So as you said, it's an agency platform. It's built around getting loss runs for new business." - Brenden Corr Resources Mentioned: Brenden Corr LinkedIn Loss Run Pro Reach out to Jason Cass Agency Intelligence

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Nyasha Gutsa, CEO at Billy. Jason and Nyasha discuss: Nyasha's journey from Zimbabwe to the United States and how it all started with a penpal. Nyasha's experience in private aviation as a pilot.  The inspiration behind Billy, the end-to-end insurance platform for construction. Nyasha's thoughts on what's ahead for Billy and for the industry as a whole. Key Quotes: "I think the analogy to that is, sometimes the things that, you know, seem laughable might be the biggest opportunities ever." - Nyasha Gutsa "I was really lucky that I came to this country to learn how to fly in, you know, the United States remains the cheapest place, in my opinion, to learn how to fly and many countries, you know, ship their pilots to learn how to fly here." - Nyasha Gutsa "That's what we're really trying to do, which is just remove those insurance headaches, so the contractors can just focus on what they do best, and make insurance work for them instead." - Nyasha Gutsa Resources Mentioned: Nyasha Gutsa LinkedIn Billy Book: When things fall apart Reach out to Jason Cass Agency Intelligence

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Jonnie Anderson Owner, and Olivia Hein Owner and Producer of Legacy Insurance Partners. Olivia and Jonnie discuss how they were able to build a women-owned and operated agency that is passionate about helping its clients completely understand their insurance coverage and helping to protect them from the unexpected. Episode Highlights: Olivia shares that she is an iPhone user, and Jonnie is an android user, and both have recently downloaded the Hi-Hello and Stash applications. (3:28) Olivia explains that she has always loved to win, but it is okay to lose sometimes. (5:21) Jonnie shares that skill has been a bigger factor in her life, while Olivia shares that it is luck. (6:31) Jonnie and Olivia share their backgrounds and how they both started in the insurance industry. (7:32) Olivia and Jonnie explain that they are the total opposites of each other, but their differences are a big factor in their success. (14:12) Olivia shares that you need to admit to yourself what you are passionate about as well as the things that exhaust you. (17:13) Jonnie discusses how they do 95.5% more commercial personal lines to bring in the business. (23:35) Olivia shares how she was able to build her network, starting with a friend in the real estate industry. (25:03) Jonnie explains that they are very proud that they are a female-owned and operated agency. (29:40) Jonnie shares that as owners, they collaborate with their team, and they have an open-door policy in the company. (31:16) Jonnie and Olivia share that they are currently waiting for the audible book "Atomic Habits". (35:59) Key Quotes:  "I think you have to admit to yourself what you're passionate about, and what exhausts you because being 50-50, you never want to think, why don't I contribute that to our agency?" - Olivia Hein "I turned the no's into yes's by just by being really annoying and consistent, and at some point, they needed me to save the day, whether it's a Sunday night and just slowly build up my reputation, kind of one person at a time." - Olivia Hein "We're extremely proud that we are female-owned and operated. We never started our agency thinking, this is like a girl power agency, no boys allowed. But we haven't recruited a single person that's on our team...it's just been word of mouth and it feels really good" - Jonnie Anderson Resources Mentioned: Jonnie Anderson LinkedIn Olivia Hein LinkedIn Legacy Insurance Partners Reach out to Jason Cass Agency Intelligence

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Kim Beach, Founder, and CEO at InsureWomen. Kim discusses the opportunities for women in the insurance industry and how her company, InsureWomen, provides a network to support both women who buy insurance and women who sell insurance.  Episode Highlights: Kim shares her perspective on winning and losing. (5:50) Kim elaborates on how her skills have helped her get to where she is today. (7:05) Kim discusses her background and how she came to work in the insurance industry. (8:09) Kim explains that their mission at InsureWomen is to serve women that are not being served and create a network that cares about women in buying process. (13:49) Kim expands on the events that led her to believe that women in the insurance business need to be empowered. (15:57) Kim shares that she created the network to help both women insurance buyers and women insurance sellers. (19:22) Kim discusses that the insurance business is a great business for women as there is a lot of opportunity for them. (22:39) Kim shares that she is currently reading Daring Greatly by Brene Brown. (26:49) Key Quotes: "I want to help women insurance buyers and women insurance sellers basically I'm going to create that network. I'm not looking to become a big agency." - Kim Beach "I mean, this business, is a great business for a woman, you know, it's a great business, I mean, better than real estate, because guess what, you end up with an asset at the end." - Kim Beach "This whole platform gives women something that men kind of can't have unless you want to be an InsureWoman." - Kim Beach Resources Mentioned: Kim Beach LinkedIn InsureWomen Book: Daring Greatly Reach out to Jason Cass Agency Intelligence

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Andy Mathisen, Co-Founder, and CMO of GloveBox. Andy talks about his approach in the insurance industry and what we should know about GloveBox. Episode Highlights: What has contributed to Andy's success, skill or luck? (8:17) Andy mentions the last book he read. (8:32) Andy shares his background. (13:03) Andy shares how GloveBox was created. (17:52) Andy mentions how they work on the API. (22:00) Andy explains the main reasons why policyholders don't start an account with their carrier. (25:50) Andy shares what their web app does. (27:53) Andy explains what a “learned experience” is. (31:25) Key Quotes: “We're trying to bring everyone together, huddle everyone up... say, look, this is benefiting the distribution channel of the independent agent, and it's helping them service their book of business, and it's helping the policyholder have a better relationship with their insurance, which ultimately helps everybody: the agency and the carrier.” - Andy Mathisen “The best part about GloveBox as a user is that you don't have to remember a username and password. You enter your phone number, you get a pin number. Thank goodness. The day of username and passwords are gone, let's get rid of that.” - Andy Mathisen “You're only thinking of your insurance once or twice a year. But, if we can have them learn to come and use this more frequently, you're going to see a better client out of it, and their retention is going to go up.” - Andy Mathisen Resources Mentioned: Andy Mathisen LinkedIn GloveBox Reach out to Jason Cass Agency Intelligence

In this episode of Agents Influence podcast, host Jason Cass interviews Winston Smith, CEO of Bridge Insure. Key Topics: Winston Smith's background and his transition to running Bridge Insure The evolution of Bridge Insure under Winston's leadership Bridge Insure's role as a comprehensive customer communication management platform The significance of technology and systems in the growth of insurance agencies Winston's perspective on the resilience and future of independent agents The strategic approach behind acquiring and scaling Bridge Insights into Bridge's unique offerings, including substitutes for popular tools like RingCentral, HubSpot, DocuSign, and others The importance of self-awareness and strategic thinking in business success Reach out to: Winston Smith Jason Cass Visit Website: Bridge Insure Agency Intelligence

In this episode of Agents Influence podcast, host Jason Cass interviews Peter MacDonald, Co-founder & CEO of Wunderite. Key Topics: Introduction of Peter MacDonald and the creation of Wunderwrite. Discussion on the independent agent landscape and the IndieTech event. Insights from CEOs of major industry players on the rate of industry change. Exploration of the customer journey in insurance and its impact on agency operations. The challenge of integrating technology and maintaining relevancy in a rapidly evolving industry. The role of Open API in advancing industry connectivity. Perspectives on investment in technology by insurance agencies. Reach out to: Peter MacDonald Jason Cass Visit Website: Wunderite Agency Intelligence

This throwback episode is an hour long webinar sponsored by InsuredMine with Jason Cass, where he discusses VE's with other top CEO's of VE companies.

In this throwback episode of Agents Influence podcast, host Jason Cass interviews Chuck Blondino, Author of the book: The Remarkable Insurance Agency. Chuck discusses how his book can help independent agents and agencies in generating revenue while having fun with clients, the community, and marketing. Episode Highlights: Chuck shares his journey from entrepreneur to writing his own book. (3:27) Chuck mentions that Liberty and Safeco allowed him to establish his own department with a dozen people dedicated just to helping independent agents grow. (5:29) Chuck discusses the post-retirement realizations that inspired him to write his book, The Remarkable Insurance Agency. (11:43) Chuck shares that multiple companies were willing to be interviewed to share their stories, results, and marketing examples for his book. (14:04) Chuck discusses some of the challenges he encountered when publishing his book in a different format, and that he hasn't started the e-book or the audiobook yet, but expects to do so eventually. (19:45) Chuck shares several of the strategies from his book that he says will significantly increase your referrals. (23:07) Chuck believes that becoming unique in how you communicate, how you support your community, and becoming vulnerable in sharing more about who you are will be your ultimate differentiator. (27:16) Chuck mentions that 62% of high-growth agencies have marketing on staff, not simply a marketer with whom they work outside, but someone who is part of the team and with whom they can communicate. (30:33) Chuck shares that his vision for the future is all about retaking market share and giving businesses the freedom they deserve. (33:16) Key Quotes: “I sent out notices to multiple agencies. I had 11 that responded that were willing to be interviewed to share their story, and to share their results and their marketing examples all within the book.” - Chuck Blondino “My vision is we retake market share, and everybody is growing and starting to have the freedom they deserve rather than feeling like their business is a straight jacket.” - Chuck Blondino “Get vulnerable, sharing more about who you are because that's the one thing that cannot be copied. That is your ultimate differentiator, is your story of you and who you are.” - Chuck Blondino Resources Mentioned: Chuck Blondino LinkedIn Book: The Remarkable Insurance Agency Reach out to Jason Cass  Agency Intelligence

In this episode of Agents Influence podcast, host Jason Cass interviews Reghan Brandt, CEO of Loss Run Pro.  Episode Highlights: Reghan shares her background, including being raised by entrepreneurial parents and launching a premium finance company and Loss Run Pro in 2020. (3:03) Regan mentions that the current hard market conditions have made it crucial to have accurate data and a full submission to gain traction and solve the pain points in the industry. (8:57) Reghan explains that insurance agents who prioritize doing the right things and investing in technology and good people will continue to thrive and generate significant revenue in the changing market. (10:40) Reghan discusses the challenges she faced as a female founder in a male-dominated industry, including having to create a fake male persona to gain trust and recognition, but now believes that women deserve a seat at the table and that the perception is slowly changing. (17:21) Reghan mentions that it is important for individuals to assess their own needs and find the technology tools that will provide the most efficiency and return on investment for their specific tasks and responsibilities. (23:23) Reghan discusses how using a feature that allows for automated reminders and follow-ups can greatly improve productivity and ensure important tasks are not forgotten. (27:09) Key Quotes: “I always have looked out for my agents. And so there is a loyalty with me, because I'm going to treat them right, I'm going to create tools for them, I'm going to try to find them market opportunities.” - Reghan Brandt “Women need to also look out for other women and make sure that they're also trying to make opportunities to bring them to the table or better their careers, because that's what brings me a lot of joy.” - Reghan Brandt Resources Mentioned: Reghan Brandt LinkedIn Loss Run Pro Reach out to Jason Cass Agency Intelligence

In this episode of Agents Influence podcast, host Jason Cass interviews Joe Stephenson, Director of Digital Intelligence at INTERTEL, an Ontellus Company.  Episode Highlights: Joe shares his journey from law enforcement, to accident reconstruction, to insurance fraud investigations, and his current role as the Director of Digital Intelligence at INTERTEL. (2:29) Joe discusses how easy it is to gather personal information about someone through technology, such as LinkedIn profiles, and how this can be used for fraudulent purposes. (8:51) Joe shares that insurance agents are often the first to notice suspicious activity, such as uncharacteristic emails or requests for additional information, which could indicate fraud or identity theft. (11:18) Joe emphasizes that investing in software protection is crucial to prevent fraud and protect against cyber threats, even if it seems expensive, as one security breach can have significant consequences. (18:17) Joe discusses the importance of understanding technology before implementing it, including asking about cloud services, security measures, data usage, and client protection against breaches, to avoid making costly mistakes and ensure the right technology choices. (23:06) Joe explains that the potential data leakage from using chat models like GPT is a concern that users should consider before jumping on board. (24:22) Key Quote: “We really have to start investing in our budgets into technology and people who understand the technology because this is the only way we're going to protect ourselves against it.” - Joe Stephenson Resources Mentioned: Joe Stephenson LinkedIn INTERTEL, an Ontellus Company Reach out to Jason Cass Agency Intelligence

In this live episode of the Agency Intelligence podcast, host Jason Cass, and guest host Mitch Gibson interview Ebens Jean, Co-Founder of One Way Insurance Group, Margeaux Giles, CEO of Irys, CJ Hutsenpiller, Owner of Hutsenpiller Insurance, and Michael Lebor, CEO of InsuranceGIG. Resources Mentioned: Ebens Jean LinkedIn Margeaux Giles LinkedIn CJ Hutsenpiller LinkedIn Michael Lebor LinkedIn Mitch Gibson LinkedIn One Way Insurance Group Irys Hutsenpiller Insurance InsuranceGIG Reach out to Jason Cass Agency Intelligence