Agency Intelligence: The Insurance Podcast Network

Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.

Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom

Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.

Micah Salas, Senior Vice President for Christensen Group Insurance, started inside of a large captive agency and moved into the independent world. He joins the show today to discuss the "business plan" you learn coming up in trenches vs. what independent agencies face. He dives into building your client profile and niche, finding the volume of prospects you need to succeed, avoiding paralysis by analysis, and creating quality opportunities.

Enjoy the episode!

Episode Links:

Ellerbrock-Norris: https://www.ellerbrock-norris.com

Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com

Christensen Group Insurance: https://www.christensengroup.com

LAUNCH: https://getlaunch.io/

Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515

Micah Salas: https://www.linkedin.com/in/micahsalas

This episode is sponsored by LAUNCH.

In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.

Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.

THAT’S WHERE LAUNCH COMES IN.

Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.

Visit https://getlaunch.io/ to learn more.

Joe Vens, a distinguished risk advisor at First MainStreet Insurance, joins us once again to share his remarkable journey over success through strategic living. Through the lens of personal and professional growth, Joe reveals how the power of mentorship and being coachable has transformed his career and allowed him to stand out in the industry. His passion for developing a specialized niche in insurance showcases his strategic approach and commitment to excellence. Get inspired by Joe's insights into balancing family life, professional growth, and the pursuit of continual growth in all aspects of life.

Highlights include:

(06:22) - Personal and Professional Growth Through Mentorship

(16:57) - Developing a Specialized Niche in Insurance

(27:41) - Building Leadership Through Team Collaboration

(36:46) - Achieving Success Through Mindful Living

With valuable advice for producers, Joe emphasizes the need for strategic planning, effective communication, and achieving long-term success through mindful living. This episode is brimming with personal anecdotes, lessons learned, and insights that anyone in the insurance industry—new or experienced—will find invaluable.

To get your agency on the path to more success, visit www.sitkins.com

In this episode, James discusses how RISKWELL became a top provider of real estate insurance nationwide. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.

Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom

Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.

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In this episode of Power Women In Insurance, Doris and Teresa talk about her life, her career at Vertafore, and how personal challenges have helped her to pass along her experiences to others.

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Produced by PodSquad.fm

In this episode of the "Stuff About Money" podcast, hosts Erik Garcia, CFP®, BFA™, ChFC®, and Xavier Angel, CFP®, ChFC®, CLTC, discuss investing with Kevin Caron, CFA, Senior Portfolio Manager for Washington Crossing Advisors. They explore the firm's investment philosophy, focusing on quality companies with a track record of consistent growth and profitability. Kevin explains their emphasis on businesses that are well-capitalized, with low debt and attractive valuations, ensuring a focus on durability and predictability. 

The discussion also touches on the strengths and limitations of this investment approach, including when it performs well and potential times of underperformance. Kevin shares the metrics used to select these companies and provides insights into current economic events, such as the market's narrow leadership by the "magnificent seven" stocks and record U.S. equity valuations. Learn how a focus on quality can lead to a strong and resilient investment strategy.

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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.

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Produced by PodSquad.fm

Billie Jo Galle, the visionary Senior Vice President of Marketing and Insurance Operations at TRICOR Insurance, brings a wealth of experience and a fresh perspective to our latest episode of the Agent Leader podcast. Billie Jo shares her expertise on balancing technological advancement with human growth within the insurance industry.

We discuss TRICOR's exciting journey from a family-owned business to a thriving private equity-backed agency, fueled by strategic partnerships and a dedication to modernization.

Discover how their agency leverages data and technology to achieve marketing excellence, refine sales strategies, and enhance business analytics in an ever-changing industry landscape.

If your agency wants to get great results like TRICOR, visit www.sitkins.com/bookacall

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. 

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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, James talks about breaking into commercial insurance, focusing on actionable steps and insights drawn from his own experience. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.

Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom

Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.

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