Agency Intelligence: The Insurance Podcast Network

Insurance Shoptalk: The PAYGO Defense Strategy: How Agents Protect Their Workers’ Comp Book

In this episode of Insurance Shoptalk, Eric Stein sits down with Patrick Davis, CEO of InsurePay, to discuss how pay-as-you-go workers’ compensation is changing the way b

Insurance Shoptalk: The New Agency Workforce: AI Tools + Offshore Talent

In this episode of Insurance Shoptalk, Eric Stein chats with Norm Hudson, CEO of Staff Boom, to explore why insurance agencies need to build the right operational foundat

Stuff About Money: What Does Wealth Mean to You?: A Father-Daughter Conversation

What does “building wealth” mean when you’re still trying to figure out rent, your career, debt, relationships, and adulthood? In this episode of Stuff About Money They

Troy Korsgaden's Ten Appointments A Day Rule For Growth

What can four decades in the restaurant business teach an insurance agency about running a tighter, more profitable operation? Jason Cass sits down with Troy Korsgaden, F

Rough Notes Front Cover, September 2026: Robbie Smith, Oakbridge Insurance

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Robbie Smith, Co-Founder of Oakbridge Insuranc

Stuff About Money: Your Thoughts Shape You. Your Habits Build You. Your Choices Define You

In the final episode of the series, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT bring together the core ideas explored throughout The Psychology of Money. Th

Insurance Shoptalk: Building an Agency People Want to Join — and Owners Want to Sell To

In this episode of Insurance Shoptalk, Eric Stein sits down with Marc Duffy of Duffy Insurance to explore how a family-owned independent insurance agency can grow through

Chris Voss: The Most Dangerous Negotiation Is the One You Don't Know You're In

What if the negotiation you're losing has already started before you even open your mouth? Jason Cass sits down with Chris Voss, CEO and Founder of The Black Swan Group,

Stuff About Money: Is Financial Control an Illusion?

How much control do we really have over our financial future? In this episode, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore the tension between extern

Rough Notes Front Cover, August 2026: Michael Cruz, Foresight Insurance

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Michael Cruz, Principal Owner of Foresight Ins

Your AMS Isn't Dying, It's Getting Demoted

Why do less than a third of independent agents actually use a CRM, and what is that gap costing them? Jason Cass sits down with Mariah Gates, Founder of Accelerated Autom

Stuff About Money: Love, Trust, and Money

Money is rarely just about numbers inside a relationship. In this episode, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT unpack why financial conflict in marri

Stuff About Money: Your Past Financial Mistakes Are Not Your Identity

Everyone has financial regrets. In this episode, Erik and Dr. Matt tackle the emotional weight people carry from past financial decisions — debt, overspending, failed inv

Michael Cruz: The Virtual Employee Playbook

What does it actually look like when an independent agent builds a fully staffed, four-day-workweek agency that outpaces the captives? Jason Cass sits down with Michael C

Rough Notes Front Cover, July 2026: Angela Trimble & Janet Payne, TrustPoint Insurance

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Angela Trimble & Janet Payne, Co-owners of Tru

Stuff About Money: Motivation Won’t Build Wealth. Habits Will

Most people believe financial transformation starts with motivation. ⁠Erik Garcia, CFP®, ChFC®, BFA™⁠ and ⁠Dr. Matt Morris, LMFT⁠ argue the opposite: motivation fades, bu

Stuff About Money: Emotions Are Signals, Not Instructions

Money is emotional — and in this episode, ⁠Erik Garcia, CFP®, ChFC®, BFA™⁠ and ⁠Dr. Matt Morris, LMFT⁠ explore why emotions have such a powerful influence on financial be

Athena Page On What Is Really Driving Producers Out The Door

What's really behind the growing wave of producers walking out the door? Jason Cass sits down with Athena Page, Head of Sales at Virtual Intelligence, to unpack the real

Insurance Shoptalk: AI vs. AI The New Battle Against Insurance Claim Fraud

In this episode of Insurance Shoptalk, Eric Stein sits down with David Prejeant, Vice President of Client Relations at Alacrity Solutions, to discuss one of the fastest-g

Why Gen Z Could Be Your Agency's Secret Weapon

The agencies that figure out Gen Z first will have a serious edge. As part of the Virtual Intelligence series, Jason Cass sits down with Juan Rueda, Managing Director at