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The Agency Intelligence Podcast Network is the top insurance podcast network with many unique series that let you hear from both insurance agency owners and insurance industry influencers. Learn from real insurance agents in real insurance agencies, get the latest and greatest that thought leaders in the insurance industry have to offer, and more!
2024 Agency Intelligence
Episodios
  • Millionaire Insurance Producer: The Secret Sauce to Building a Huge Book of Business

    Millionaire Insurance Producer: The Secret Sauce to Building a Huge Book of Business
    Apr 2 2026
    The secret sauce to building a huge Book of Business does exist. It really does. The issue is just that you don't know the recipe yet. You don't know how to set more appointments, win more signed Broker of Record Letters, and build a base of loyal clients who choose you and renew with you, year after year. But that can change right now! In this episode, host Charles Specht will pull back the curtain and give you the FOUR INGREDIENTS of the "secret sauce" for building a huge Book of Business. What are the four ingredients you ask? Pain, Problem, Solution, and Reward What do those mean? Well, that's why you need to listen to this episode! If you're interested in hiring Charles for sales training, visit: https://permissiongroup.com/sales-coaching/ If you're an agency leader interested in hiring Charles as a fractional Chief Sales Officer, visit: https://permissiongroup.com/chief-sales-officer/ If you're interested in participating in the next cohort of Permission Producer School, visit: https://permissiongroup.com/permission-producer-school/ Happy prospecting! Key Topics: Stop talking about yourself and your agency during prospecting - prospects don't care about you yet Pain is the only reason prospects ever go looking for a new insurance agent Price is the pain point, not the actual problem - learning to tell the difference is critical Pinning the pain on the incumbent agent and making them the root cause of the prospect's frustration The pain-problem-solution-reward framework as the secret sauce to building a huge book of business Features and benefits pitches fall flat because prospects who feel no pain see no reason to switch Prospecting on pain to set appointments, then shifting focus to the problem at the first meeting How producers can apply the pain-problem-solution-reward formula to diagnose their own sales struggles The cost of winging it without a process and why it keeps producers stuck with the same results Hiring a sales coach or fractional chief sales officer as the solution to breaking through commission plateaus Reach out to Charles Specht Visit: Permission Network Produced by PodSquad.fm
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    27 m
  • Rough Notes Front Cover, April 2026: John Dawson, Correll Insurance Group

    Rough Notes Front Cover, April 2026: John Dawson, Correll Insurance Group
    Apr 1 2026
    In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with John Dawson, CEO at Correll Insurance Group, the agency featured on the April 2026 front cover of Rough Notes Magazine. Key Topics: John's reaction to landing on the front cover of Rough Notes Magazine How Corell grew from $25M to $100M+ in commission over 10 years through acquisitions and organic growth Why Corell lets agencies initiate acquisition conversations rather than chasing deals Preserving local agency names and brand identities after acquisition Building a full-time training platform to develop talent from the ground up Why modern producers expect structured training and how Corell meets that demand Leaning into the Vertafore and NetVU ecosystem for integrated tech stack management AI as an enhancement to the agency workforce, not a replacement Why insurance lobbyists will play a critical role in protecting the industry over the next few years The leadership mindset of removing arbitrary growth ceilings to avoid limiting potential Reach out to: John Dawson Jason Cass Visit Website: Correll Insurance Group Rough Notes Magazine Produced by PodSquad.fm
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    26 m
  • Insurance Shoptalk: The AI CSR: How Agencies Are Automating Calls, Claims & Renewals

    Insurance Shoptalk: The AI CSR: How Agencies Are Automating Calls, Claims & Renewals
    Mar 30 2026
    In this episode of Insurance Shop Talk, host Eric Stein sits down with Francisco Lopes of Sonant to talk about how AI voice technology is transforming the way insurance agencies handle inbound and outbound calls. From quote requests and policy servicing to claims intake, billing questions, renewals, and cancellation follow-up, Francisco shares how agencies are using AI voice assistants to reduce call overload, improve team efficiency, and create better client experiences. They also discuss where human review still matters, how AI integrates with major agency management systems, security considerations, adoption challenges, and what’s coming next in insurance automation. If you’ve been curious about how AI can actually work inside a real insurance agency, this conversation gives a practical look at the opportunities, limitations, and future of voice AI in the industry. #InsuranceShopTalk #InsurancePodcast #AIinInsurance #Insurtech #InsuranceAgency #CommercialInsurance #InsuranceTechnology #AgencyAutomation
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    46 m
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