Fresh off the Insurance Agent Summit, Jason Cass shares a quick take on what growing agencies really need to hear. It’s not just about writing more—it's about fixing what’s slowing you down. Let’s talk efficiency, automation, and the future of your agency.

Key Topics:

Why increasing efficiency is the only path to sustainable productivity

The Swing Efficiency Score (SES): what it is and how it transforms agency operations

When and why to bring on VEs or automation instead of more staff

The difference between doing more with less vs. doing less to get more

Redefining team metrics: revenue per human layer vs. headcount

The mindset shift from tasks and departments to job types and roles

Introduction to the AI 2030 Manual and what it means for the future of insurance agencies

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Jason Cass

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Agency Intelligence

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