Podcast Episodes
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Stuff About Money: Episode 90: Complex Isn’t Better: Rethinking Your Financial Plan
Why do we assume something has to be complicated to be valuable? That question sparked a spontaneous recording session after Erik Garcia, CFP®, ChF…
1 year, 3 months ago
Efficiency First, Then Productivity, Then Measure The SES
Fresh off the Insurance Agent Summit, Jason Cass shares a quick take on what growing agencies really need to hear. It’s not just about writing more—i…
1 year, 3 months ago
Rough Notes Front Cover, June 2025: Monica Adwani, Breezy Seguros
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Monica Adwani, CEO of Bre…
1 year, 4 months ago
GAIL Isn’t A Feature. It’s The Framework.
Jason interviews Matthew Vega-Sanz, CEO of GAIL, to break down how GAIL went from startup speed to enterprise scale. GAIL GPT is here—built for insur…
1 year, 4 months ago
GPP: Josh Gurley - Changing the Way You View Your Sales Process
In this throwback episode, originally aired on January 4, 2023, Josh Gurley, Insurance Agency Owner at HM Advisors, redefines what it means to be an …
1 year, 4 months ago
The Road Ahead Is Ours To Build
Forget business as usual. Jason Cass lays out why now’s the time for agencies to rethink their models, leverage tech, and get serious about efficien…
1 year, 4 months ago
Stuff About Money: Episode 89: Prepare for Future Spending by Practicing the Payment
In this episode of the Stuff About Money They Didn't Teach You in School podcast, host Erik Garcia, CFP®, ChFC®, BFA™, shares a practical financi…
1 year, 4 months ago
Millionaire Insurance Producer: Set More Appointments and Win More BOR's
Check out: https://permissiongroup.com/permission-producer-school/
Imagine setting twice as many new business appointments with your prospects, tr…
1 year, 4 months ago
Run Your Agency Like a Law Firm and Get Out of the Quote Game with Brandon Schuh
In this throwback episode, originally aired on July 17, 2024, Brandon Schuh of Christensen Group challenges the traditional insurance model by asking…
1 year, 4 months ago
The Law Of The Lid: Is It Holding You Back?
The future of insurance agencies isn’t about change—it’s about transformation. Jason Cass breaks down the AI-driven blueprint for 2030, redefining le…
1 year, 4 months ago