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Rough Notes Front Cover, July 2025: Kelly & Steve Mora, Heritage Insurance Agency
Published 1 year, 3 months ago
Description
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:
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Building an ag-focused insurance agency from farm roots
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The “tailgate relationship” approach to client connection
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Balancing modern technology with personal service
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Cultivating agency culture across generations
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Leading through mentorship, education, and EOS principles
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Strategic growth through acquisitions and team development
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Empowering young professionals and honoring legacy wisdom
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