AGENCY INTELLIGENCE BLOG

In today’s episode of Agency Intelligence, host Jason Cass interviews 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. Show Notes: Introduction to guest Miles Merwin What retirement looks like for everyone, especially agency owners Why you should make […]

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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podcast Jason offers some surprises in a mind-stirring rant to re-open the ongoing discussion about inefficient and outdated systems, and to challenge us not to accept the “defaults.”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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