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Rough Notes Front Cover, September 2024: Chris Peterie, Tower Street Insurance
Rough Notes Front Cover, September 2024: Chris Peterie, Tower Street Insurance

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

2 years, 1 month ago

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Digital Insurance Pint: Adam Hare
Digital Insurance Pint: Adam Hare

In this episode, Adam Hare, CEO of Petley-Hare Limited, shares his journey in the insurance industry and the rebranding process his company went thro…

2 years, 1 month ago

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Agency Freedom: E164: Andy Neary On Playing A Complete Game
Agency Freedom: E164: Andy Neary On Playing A Complete Game

In this episode, James talks with Andy Neary, Founder of Complete Game Consulting. To learn more about Complete Game Consulting, visit https://andyne…

2 years, 1 month ago

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Millionaire Insurance Producer: Your First $250,000 of Commission - (Permission Producer School)
Millionaire Insurance Producer: Your First $250,000 of Commission - (Permission Producer School)

You know, if a producer doesn't get to $100,000 of commission in a reasonable amount of time, they often either get fired or they find a new job outs…

2 years, 1 month ago

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Stuff About Money: Episode 71: Should I Adjust My Portfolio? The Emotions of Investing with Dr. Matt Morris
Stuff About Money: Episode 71: Should I Adjust My Portfolio? The Emotions of Investing with Dr. Matt Morris

In this episode of the "Stuff About Money" podcast, host Erik Garcia CFP®, BFA™, ChFC®, is joined by long-time friend of the show, Dr. Matt Morris. T…

2 years, 1 month ago

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Reid Holzworth: Strategic Acquisitions And AI's Impact
Reid Holzworth: Strategic Acquisitions And AI's Impact

In this episode of Agency Intelligence podcast, host Jason Cass interviews Reid Holzworth, CEO of Ivans Insurance Solutions.


Key Topics:

The significa…

2 years, 1 month ago

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The Agent Leader: Under-Utilizing Talent and Technology - Trap #7
The Agent Leader: Under-Utilizing Talent and Technology - Trap #7

What is your agency's talent and growth strategy? In this episode, Brent Kelly gets into how under-utilizing your agency's technology and talent is G…

2 years, 1 month ago

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Millionaire Insurance Producer: Throwback: How to Present Your Quote Proposal to a PROSPECT
Millionaire Insurance Producer: Throwback: How to Present Your Quote Proposal to a PROSPECT

Definitely, getting the signed Broker of Record is the better approach to winning new clients. But there are times when the BOR is not an option and …

2 years, 1 month ago

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Digital Insurance Pint: Greg Purdy, CEO of Rival
Digital Insurance Pint: Greg Purdy, CEO of Rival

Greg Purdy, CEO of Rival, joins the DIPP crew to discuss his background in insurance and software, his decision to join Rival, and the company’s focu…

2 years, 1 month ago

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Agency Freedom: E163: Cameron Pechia On Riding A Niche To Success
Agency Freedom: E163: Cameron Pechia On Riding A Niche To Success

In this episode, James talks with Cameron Pechia, Partner at All Lines Associates. To learn more about All Lines Associates visit https://alllinesins…

2 years, 1 month ago

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