AGENCY INTELLIGENCE BLOG

In this 8thepisode of Agents Influence, host Jason Cass interviews Reid Holzworth, the Founder and CEO of TechCanary, the #1 source for insurance solutions on the Salesforce platform. Reid shares his personal history of how he has gotten involved in insurance and business, and the ways in which TechCanary has grown to be the go-to […]

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A couple of months ago, Rocket Referrals came out with an article that broke down the different types of marketing automation platforms that are available to agencies, namely: email marketing (MailChimp, ConstantContact, ActiveCampaign) prospect nurturing (InfusionSoft, Ontraport, ActiveCampaign) inbound marketing (Hubspot) and relationship marketing (Rocket Referrals) With one foot in an insurance agency (The Insurance […]

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Having one part of a combination won’t open the lock. Obviously being open to something is much better than being closed. But just because you or your boss are open to it doesn’t mean it will magically get done. Joey talks with Brandon Tritten of MB and Associates in Missouri about his experience spearheading a […]

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Do you think any good business would keep selling a product if they always lost money on it? Why are you any different? Blindly selling any and every policy someone asks you for is becoming a more unhealthy recipe by the day? Knowing the margins, (commission – time = profit) on each policy you sell […]

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 Are you doing all you can to run your agency operations better? In this podcast Jason offers some surprises in a mind-stirring rant to re-open the ongoing discussion about inefficient and outdated systems, and to challenge us not to accept the “defaults.” Here’s what’s on for the next 33 minutes: The awesome things you are doing The upcoming guest that […]

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