Agency Intelligence: The Insurance Podcast Network

Rough Notes Front Cover, December 2024: Jeff Wingate, Rate Insurance

Listen Later

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


        ...more
        View all episodesView all episodes
        Download on the App Store
        Agency Intelligence: The Insurance Podcast NetworkBy Agency Intelligence
        • 4.7
        • 4.7
        • 4.7
        • 4.7
        • 4.7

        4.7

        50 ratings

        More shows like Agency Intelligence: The Insurance Podcast Network

        View all
        The GaryVee Audio Experience by Gary Vaynerchuk

        The GaryVee Audio Experience

        16,793 Listeners

        Agency Nation Radio by Agency Nation - Insurance Marketing and Technology Strategists

        Agency Nation Radio

        48 Listeners

        The Agent Leader Podcast by Brent Kelly--The Agent Leader Podcast

        The Agent Leader Podcast

        53 Listeners

        The Game with Alex Hormozi by Alex Hormozi

        The Game with Alex Hormozi

        4,385 Listeners

        The Insurance Guys Podcast by Scott Howell & Bradley Flowers

        The Insurance Guys Podcast

        203 Listeners

        The Ridiculously Amazing Insurance Podcast by Agency Performance Partners

        The Ridiculously Amazing Insurance Podcast

        19 Listeners

        Unstoppable Profit Podcast Hosted by Mike Stromsoe by Mike Stromsoe

        Unstoppable Profit Podcast Hosted by Mike Stromsoe

        13 Listeners

        The Insurance Dudes by The Insurance Dudes: Craig Pretzinger and Jason Feltman

        The Insurance Dudes

        165 Listeners

        Vertafore Insurance Podcast by Vertafore

        Vertafore Insurance Podcast

        35 Listeners

        Power Producers Podcast by David Carothers

        Power Producers Podcast

        116 Listeners

        Insurance Town by Heath Shearon

        Insurance Town

        52 Listeners

        Getting Past the Premium by Elliot Bassett & Ryan Brott

        Getting Past the Premium

        15 Listeners

        Millionaire Insurance Producer by Charles Specht

        Millionaire Insurance Producer

        40 Listeners

        The Scratch Agency Podcast by The Scratch Agency Podcast

        The Scratch Agency Podcast

        22 Listeners

        Insurance Refocused by Lindsay & Carey Wallace

        Insurance Refocused

        46 Listeners