In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Kelly Mora & Steve Mora of Heritage Insurance Agency, the agency featured on the July 2025 front cover of Rough Notes Magazine. 

Key Topics:

Building an ag-focused insurance agency from farm roots

The “tailgate relationship” approach to client connection

Balancing modern technology with personal service

Cultivating agency culture across generations

Leading through mentorship, education, and EOS principles

Strategic growth through acquisitions and team development

Empowering young professionals and honoring legacy wisdom

Reach out to:

Steve Mora

Kelly Mora

Jason Cass

Visit Website:

Heritage Insurance Agency

Rough Notes Magazine

Produced by PodSquad.fm