Podcast Episodes
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Rough Notes Front Cover, July 2025: Kelly & Steve Mora, Heritage Insurance Agency
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 o…
1 year, 3 months ago
The Scratch Agency Mindset In An AI World
Want to future-proof your insurance agency? Jason, Shawn, and Stephen talk about the tech that matters, the tasks worth automating, and why relations…
1 year, 3 months ago
Stuff About Money: The Work/Home Divide: Setting Boundaries That Actually Stick
As a high achiever, your work never really 'stops'—but should it? You feel pressure from the outside and from deep inside that you NEED to find balan…
1 year, 3 months ago
Millionaire Insurance Producer: 3 Things Producers Should Do to Ensure Sales Success
There are THREE things that if insurance producers did, they would have far more success at prospecting and selling insurance. What are these THREE t…
1 year, 3 months ago
We Will Build This Together
Jason gets real about why the old agency model isn’t working—and what he’s doing about it. From a free manual to a full book and audiobook, he’s layi…
1 year, 3 months ago
Why Landry Fields Thinks Iron Man Was Right About AI
Jason Cass brings back Landry Fields to talk about how AI is already changing the way agencies work. From building smarter workflows to thinking beyo…
1 year, 3 months ago
Stuff About Money: Do You Even Need a Coach? Recognizing the Signs
You’re successful, driven, and operating at a high level—but something still feels off. Maybe you’re stuck, overwhelmed, or just not seeing the growt…
1 year, 3 months ago
Millionaire Insurance Producer: Winning New Clients Through "Competitive Differentiation"
Insurance agents who struggle at setting new business appointments with prospects, or winning signed Broker of Record Letters, or winning through a q…
1 year, 3 months ago
The Web Today Vs AI Tomorrow (Explained Like You're 9)
This one’s all about how AI is flipping the internet on its head. Jason walks through how the web works now, how AI reads between the lines, and what…
1 year, 3 months ago
Millionaire Insurance Producer: The Two Careers of an Insurance Producer
No doubt you were hired to sell insurance. But did your agency leadership make you FIRST prove that you can prospect to set appointments? I would sus…
1 year, 3 months ago