Agency Intelligence

When Should We Retire in This Great Insurance Industry?
When Should We Retire in This Great Insurance Industry?

In today's episode of Agency Intelligence, host Jason Cass chats with Miles Merwin, Founder and President of Advisors Insurance Agency. Jason and Miles talk about preparing for retirement within insurance and what that means for each person.

Posted: Dec 07, 2018

Special Episode 2: #MyStory Happens to Be #OurStory
Special Episode 2: #MyStory Happens to Be #OurStory

Jason Cass shares the overwhelming response to his previous podcast, "Special Episode: My Story I Was Told Not to Tell. Here It Is...". Here are a few of their stories.

Posted: Dec 05, 2018

Special Episode: My Story I Was Told Not to Tell. Here It Is...
Special Episode: My Story I Was Told Not to Tell. Here It Is...

In 2013, I was told to take down my website or I would be black balled in the industry. Obviously I never did, but I suffered greatly for it and until today I was too scared to tell the story. But now I have a buddy in the industry who is suffering,...

Posted: Dec 04, 2018

The Applied & Google Partnership: Truths & Myths
The Applied & Google Partnership: Truths & Myths

In today's episode of Agent's Influence, host Jason Cass interviews Reid French, CEO of Applied Systems. The two talk about the progression of insurance over the years and discuss the recent developments between Applied Systems and Google. Reid share...

Posted: Dec 03, 2018

It’s Not About Being Right, It’s About Shared Understanding
It’s Not About Being Right, It’s About Shared Understanding

In today's episode of Agent's Influence, host Jason Cass interviews Tariq Valente, Head of Business Development at Surfly. Tariq helps businesses connect more profoundly with their clients. Expectations and a shared understanding are two components o...

Posted: Nov 29, 2018

Download, Data Points, Small Business Insurance, and Geekdom
Download, Data Points, Small Business Insurance, and Geekdom

In today's episode of Agency Intelligence, host Jason Cass interviews Olivia Schmitt, Select Business Unit Manager at TRICOR Insurance. Jason and Olivia discuss managing select, smaller premiums. They delve into the importance of leveraging smaller c...

Posted: Nov 21, 2018

Ice Picking Frozen Money in the Insurance Industry
Ice Picking Frozen Money in the Insurance Industry

In today's episode of Agents Intelligence podcast, host Jason Cass interviews Wessly Anderson, CTO of Agency VA. Jason and Wessly discuss innovation and transformation in the insurance industry ranging from new data solutions to new agency strategies...

Posted: Nov 09, 2018

Don't Call It A Comeback, Joey Has Been Here For Years!
Don't Call It A Comeback, Joey Has Been Here For Years!

In today's episode of Agents Influence, Joey Giangola  is back for a chat! One year after he moved on from Agency Intelligence to pursue new adventures, Jason Cass checks in with Joey Giangola, now Managing Editor at Agency Nation, and a youtube and...

Posted: Oct 25, 2018

Insurance Education Will Never Be the Same
Insurance Education Will Never Be the Same

 In today's episode of Agents Influence, host Jason Cass interviews Justin Goodman, President of Goodman Insurance and Total CSR. Jason and Justin talk about the importance of having relevant training material within the insurance industry. Justin sh...

Posted: Oct 22, 2018

Don't Be Fooled by An Open API
Don't Be Fooled by An Open API

In today's episode of Agents Influence, host Jason Cass interviews Marcus Hayes, Director of Operations at LightSpeed Voice. The two explore the benefits of an integrated telephone system, like LightSpeed Voice. Marcus shares his background and his e...

Posted: Oct 10, 2018