Jason interviews Matthew Vega-Sanz, CEO of GAIL, to break down how GAIL went from startup speed to enterprise scale. GAIL GPT is here—built for insurance, trained in the industry, and ready to take work off your plate. From smarter workflows to real-time insights, it’s everything agents didn’t know they needed.

Key Topics:

Rebuilding GAIL to handle explosive growth: from 3,000 to 150,000 calls per hour.

Introducing GAIL GPT: an insurance-specific alternative to ChatGPT.

AI compliance and legal accuracy: citing statutes, correcting errors, and risk mitigation.

Custom personas: AI as a compliance officer, claims adjuster, or finance VP.

Real-time insights from calls and predictive integration with raters and AMS.

Redefining agency productivity: doing more with fewer people, without sacrificing service.

The future of insurance AI: automation, vertical integration, and domain-specific models.

Reach out to:

Matthew Vega-Sanz

Jason Cass

Visit Website:

GAIL

Agency Intelligence

Produced by PodSquad.fm

In this throwback episode, originally aired on January 4, 2023, Josh Gurley, Insurance Agency Owner at HM Advisors, redefines what it means to be an advisor.

Josh explains how truly understanding your clients’ risks and proactively servicing them sets top-tier advisors apart, turning your sales process into a relationship-building tool for long-term success.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
HM Advisors: https://www.hm-advisors.com/
LAUNCH: https://getlaunch.io/

LinkedIn:
Elliot Bassett
Ryan Brott
Josh Gurley

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.

Forget business as usual. Jason Cass lays out why now’s the time for agencies to rethink their models, leverage tech, and get serious about efficiency. Big shifts are coming, and this episode sets the tone.

Key Topics:

Why agencies must prioritize transformation over simple change

Understanding the real versus artificial intelligence in the insurance industry.

Breaking down the future labor model: licensed staff, VEs, managed bots, and autonomous bots

How AI is closing the gap between small agencies and enterprise-level capabilities

The upcoming "Agency Intelligence Efficiency Score" and what it means for your agency

Predictions on universal income and how automation will impact societal structure

The battle for agents' time and money — and how to win it by 2030

Reach out to:

Jason Cass

Visit Website:

Agency Intelligence

Produced by PodSquad.fm

In this episode of the Stuff About Money They Didn't Teach You in School podcast, host ⁠⁠Erik Garcia⁠⁠, CFP®, ChFC®, BFA™, shares a practical financial strategy he personally uses—what he calls practicing your future payment. Whether you’re planning to buy a home, send a child to college, or take on any significant financial commitment, Erik walks through how simulating that future expense now can reduce stress, build confidence, and help you make smarter money decisions. Plus, he dives into the psychology behind this tactic, including why naming a savings account after your future goal can be surprisingly powerful.

Erik outlines three reasons to practice your future payment and three key benefits that come from doing it, including building a custom emergency fund and creating margin before you need it. Backed by behavioral research and real-world application, this episode offers a clear, actionable approach to preparing for life’s financial milestones. If this helps you, share it with someone else who’s facing a big financial decision, and don’t forget to follow the show for more thoughtful money strategies.

Episode Highlights:

Erik explains the idea of planning for predictable future expenses by simulating those costs in advance. (01:00)

Erik outlines three reasons to practice future payments: stress testing your budget, building confidence, and evaluating the decision’s wisdom. (01:43)

Erik shares the mechanics of how to implement the strategy using a named savings account and automatic transfers. (04:00)

Erik provides examples of future costs like buying a house, a car, or college tuition, and explains how to simulate those payments. (04:48)

Erik highlights the benefits: building a savings buffer, easing financial transitions, and creating financial margin. (06:27)

Erik references research on “episodic future thinking” and its impact on behavior and reduced money-related stress. (09:00)

Key Quotes:

“I'm speaking as a fellow sojourner with you, someone who is actively trying to manage their finances better.” - Erik Garcia, CFP®, BFA

“You're building in some space financially that if things go wrong, you've got money set aside in savings.” - Erik Garcia, CFP®, BFA

Resources Mentioned:

⁠⁠Erik Garcia, CFP®, BFA⁠⁠

⁠⁠Xavier Angel, CFP®, ChFC, CLTC⁠⁠

⁠⁠Plan Wisely Wealth Advisors⁠⁠

Check out:⁠ https://permissiongroup.com/permission-producer-school/⁠

Imagine setting twice as many new business appointments with your prospects, tripling your win percentage, writing more accounts, writing larger-revenue generating accounts, and winning most (all?) of these new clients by signed Broker of Record Letter, rather than going through a normal quoting process.

Sound to good to be true? Well, it's not. It's exactly what I teach and train my Producer clients to do. And, in this throwback podcast interview, host ⁠Charles Specht⁠ will tell you what the one thing is that you need to do FIRST in order to make all of this come true.

Key Topics:

Reach out to 

Visit:

Produced by ⁠PodSquad.fm

In this throwback episode, originally aired on July 17, 2024, Brandon Schuh of Christensen Group challenges the traditional insurance model by asking: what if you ran your agency like a law firm?

Brandon unpacks how positioning yourself as a trusted advisor—not a quote machine—can transform client relationships, streamline your sales process, and unlock long-term growth.

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

Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a

Brandon Schuh: https://www.linkedin.com/in/brandon-stephen-schuh

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.

The future of insurance agencies isn’t about change—it’s about transformation. Jason Cass breaks down the AI-driven blueprint for 2030, redefining leadership, performance, and what it means to stay competitive.

Key Topics:

What the agency of 2030 will look like

Redefining productivity with Revenue Per Human Layer

Why transformation beats change in agency growth

The Law of the Lid: Leadership Limits Effectiveness

Scaling with Virtual Intelligence and smart hiring

Agency consolidation and generational shifts

Early access to the AI adoption manual

Reach out to:

Jason Cass

Visit Website:

Agency Intelligence

Produced by PodSquad.fm

Asking for the signed BOR is part science and part art. And, timing is everything! You need to be careful to not ask too soon and also to not waiver on the fence of indecision by never getting around to popping the actual question.

In this throwback episode of the Millionaire Insurance Producer podcast, host ⁠Charles Specht⁠ will teach you how to ask for the signed Broker of Record Letter at just the right time (not too soon and not too late) and how to ask with just the right words to get what you want. Why is this so important? Because ... you rarely get what you don't ask for!

Also, PERMISSION PRODUCER SCHOOL launches on October 14th - 18th. Get registered before it is too late!

Go to:⁠ www.PermissionProducerSchool.com⁠

Key Topics:

Reach out to 

Visit:

Produced by ⁠PodSquad.fm

David Sliman, CEO of Sales Proformance Consulting, is back! We dive deep into the core principles that drive a highly effective sales presentation. David has worked with hundreds of sales team to teach them how to set themselves apart. He covers: setting the agenda up front, separating a sales presentation from a sales proposal, thinking of objections as building blocks (not road blocks), and avoiding the dreaded "email it to me" request at all costs.

Enjoy the episode!

Episode Links:

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

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

Sales Proformance Consulting: https://www.salesproformance.com

LAUNCH: https://getlaunch.io/

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

David Sliman: https://www.linkedin.com/in/davidslimansalespro

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.

In this episode of Agency Intelligence podcast, host Jason Cass pulls back the curtain on how he structures his day and week for maximum productivity. From 4 AM mornings to tight calendar control, he shares the real-life routines, delegation strategies, and mindset that keep his multiple ventures running smoothly.

Key Topics:

Delegating like a CEO: Jason's approach to hiring smart and letting go

Building an executive team to scale across multiple ventures

Why Parkinson’s Law is central to Jason's calendar and productivity

Secrets to starting the day at 4 AM without burning out

How Jason blocks his week for strategic deep work and leadership

Leveraging AI, automation, and executive assistants to reclaim time

The compound effect of preparing the night before

Reach out to:

Jason Cass

Visit Website:

Agency Intelligence

Produced by PodSquad.fm