Agency Intelligence: The Insurance Podcast Network

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

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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


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