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Rough Notes Front Cover, November 2025: Brett Merrill, Merrill Insurance
Rough Notes Front Cover, November 2025: Brett Merrill, Merrill Insurance

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Brett Merrill, CEO of Mer…

11 months ago

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The Executive Sessions: Keith Savino, Managing Partner At Trucordia
The Executive Sessions: Keith Savino, Managing Partner At Trucordia

Executive Sessions focus on the person behind the position, and that’s exactly what happens here. Jason Cass sits down with Keith Savino, Managing Pa…

11 months ago

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Stuff About Money: Episode 94: When Money Haunts You — Overcoming Financial Fear by Focusing on What Matters
Stuff About Money: Episode 94: When Money Haunts You — Overcoming Financial Fear by Focusing on What Matters

In this Halloween-themed episode of Stuff About Money They Didn’t Teach You in School, host Erik Garcia, CFP®, ChFC®, BFA™ is joined by Dr. Matt Morr…

11 months, 1 week ago

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The Executive Sessions: Ryan Westerman, President at AndDone
The Executive Sessions: Ryan Westerman, President at AndDone

The Executive Sessions: Ryan Westerman, President at AndDone


Executive Sessions are all about humanizing the C-suite, and this one does just that. J…

11 months, 1 week ago

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Insurance Shoptalk: Hear How Pay-as-you-go GL and Workers’ Comp. Can Help Your Client’s Cash Flow with RPM
Insurance Shoptalk: Hear How Pay-as-you-go GL and Workers’ Comp. Can Help Your Client’s Cash Flow with RPM

In this new episode of Insurance Shoptalk, join host Eric Stein and guest Jim Urseth, president of Reliable Premium Management (RPM), for a deep-dive…

11 months, 2 weeks ago

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The Executive Sessions: Jason Sanders, COO & Senior Vice President At IPFS
The Executive Sessions: Jason Sanders, COO & Senior Vice President At IPFS

When clarity meets compassion, leadership becomes legacy. Jason Cass sits down with Jason Sanders, COO and Senior Vice President at IPFS, for an Exec…

11 months, 2 weeks ago

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Insurance Shoptalk: Hear About the Flexible Pricing and Billing Models in Workers’ Comp. and Medical Programs from ZynergiaHR
Insurance Shoptalk: Hear About the Flexible Pricing and Billing Models in Workers’ Comp. and Medical Programs from ZynergiaHR

In this episode of Insurance Shoptalk, explore the world of human resources (and more!) with host Eric Stein and special guest host Ryan Floyd. Eric …

11 months, 2 weeks ago

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Stuff About Money: Episode 93: Can You Afford to Ignore Long Term Care?
Stuff About Money: Episode 93: Can You Afford to Ignore Long Term Care?

In this episode of Stuff About Money They Didn’t Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™, and Xavier Angel, CFP®, ChFC®, CLTC, tackle one…

11 months, 3 weeks ago

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The Executive Sessions: Frank Friedman, CEO & President At IPFS
The Executive Sessions: Frank Friedman, CEO & President At IPFS

What shapes a leader who has spent decades at the highest levels of business? Jason sits down with Frank Friedman, CEO & President at IPFS, for an Ex…

11 months, 3 weeks ago

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Austin Moorhead On Turning Hard Work Into Agency Innovation
Austin Moorhead On Turning Hard Work Into Agency Innovation

What happens when a State Farm agent decides he’s not cut out for the captive world and instead builds a tech empire supporting $2B in premium? Jason…

11 months, 4 weeks ago

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