Podcast Episodes
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Millionaire Insurance Producer: If You Offer Quotes To Non-Clients, Do This First!
I know you probably work only on signed BOR ... right? Well, sometimes you might be tempted to offer quotes to a prospect (aka: Non-Client; someone w…
9 months, 2 weeks ago
The Executive Sessions: Francisco Lopes, CEO Of Sonant AI
Pressure on agency call volume has never been higher, and the gap between what teams can handle and what clients expect is widening fast. In this Exe…
9 months, 3 weeks ago
Jackson Fregeau: Scaling Policy Review And Client Outreach With AI
Where does agency efficiency go when AI begins handling the repetitive steps teams have battled for years?
Jason Cass explores that shift with Jacks…
9 months, 3 weeks ago
Stuff About Money: Episode 97: Your Goals Need a Reframe
In this solo episode of the Stuff About Money podcast, host Erik Garcia, CFP®, ChFC®, BFA™ sits down for a candid one-on-one about goals. Not the shi…
9 months, 4 weeks ago
The Executive Sessions: Doug McElhaney, Chief Strategy Officer At Applied Systems
Leadership is shaped in the moments when uncertainty meets opportunity.
Jason Cass sits down with Doug McElhaney, Chief Strategy Officer at Applied …
9 months, 4 weeks ago
Rough Notes Front Cover, December 2025: Mark Rodgers, Trailstone Insurance
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Mark Rodgers, Founder of …
10 months ago
The Executive Sessions: Ashim Khurana, Chief Operating Officer At Cogneesol
What happens when experience, resilience, and strategic discipline converge inside a rapidly evolving insurance ecosystem?
Jason Cass sits down with…
10 months ago
Insurance Shoptalk: AI-powered Training & Client Outreach for Personal Lines Agents
In this episode of Insurance Shoptalk, host Eric Stein sits down with Vlada Lotkina, CEO and co-founder of SUPERAGENT, to explore how AI is changing …
10 months, 1 week ago
Stuff About Money: Episode 96: Faith, Finances, and Facing Mortality: A Conversation with Gio Arenas
In this moving episode of the Stuff About Money They Didn’t Teach You in School podcast, Xavier Angel, CFP®, ChFC®, CLTC, sits down with Giovani Aren…
10 months, 1 week ago
The Executive Sessions: Peter Van Aartrijk, Senior Vice President At Aartrijk
How do you build a 26-year career around storytelling, culture, and servant leadership while staying relevant through every wave of change?
Jason Ca…
10 months, 1 week ago