Agency Intelligence: The Insurance Podcast Network

The Agency Intelligence Podcast Network is the top insurance podcast network with many unique series that let you hear from both insurance agency owners and insurance industry influencers. Learn from real insurance agents in real insurance agencies, get the latest and greatest that thought leaders in the insurance industry have to offer, and more!

Agency Intelligence: The Insurance Podcast Network is a business podcast hosted by Unknown Host, with 1,000 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Agency Intelligence: The Insurance Podcast Network, a business show with 1,000 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Agency Intelligence: The Insurance Podcast Network

  Rough Notes Front Cover, October 2026: Linda Fisher, Cardinal Insurance Group

  Oct 1, 202627 min

  In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Linda Fisher, Founder of Cardinal Insurance Group, the agency featured on the October 2026 front cover of Rough Notes Magazine.  Key Topics: Why taking care of the team comes before taking care of the client Moving from boss to leader and helping employees chase their own dreams Hiring lessons learned and why agencies should track the lifetime value of an employee How two books helped Linda step back and finally feel like an owner Setting expectations early so long-term client relationships can be handed to the team Why ego keeps owners from delegating and how to let team members learn How a separate Michigan insurance counselor license drives referrals from financial planners and attorneys A standout community giving idea: Halloween trick-or-treating at a local cancer center Doubling down on face-to-face service and a new office despite mergers and aggregators Picking your lane and focusing on your ideal client instead of chasing every squirrel Reach out to: Linda Fisher Jason Cass Visit Website: Cardinal Insurance Group Rough Notes Magazine Produced by PodSquad.fm

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  Agency Intelligence: The Insurance Podcast Network

  Your Only Competitor Is the Person You Were About To Hire

  Sep 29, 202627 min

  What if your biggest competitor isn't the agency down the road, but your own habit of hiring? Jason Cass goes solo this episode to break down NexAgency's rollout of NexOne, why AMS platforms are becoming little more than a database, and how a lesson from Southwest Airlines reframes what real competition looks like for independent agents. Key Topics: NexAgency rolled out NexOne on September 1st, growing from 10 demo agencies to 11 paying clients Reading an unsolicited client testimonial on NexOne's impact Why AMS platforms are becoming systems of record instead of operating systems Breaking down the real cost of point solutions versus an open system like Momentum A firsthand study showing most agency staff barely log into their AMS How NexOne integrates with HawkSoft, Momentum, HubSpot, Outlook, Teams, and more A virtual employee's testimonial about NexOne simplifying her work inside Momentum Introducing Scout, NexOne's built-in AI powered by Claude Opus 5 and Fable Using data and routing to cut payroll costs from 55% down toward 30% of revenue Herb Kelleher's Southwest Airlines lesson on identifying your agency's true competitor Reach out to: Jason Cass Visit Website: NexAgency Agency Intelligence Produced by PodSquad.fm

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  Agency Intelligence: The Insurance Podcast Network

  Rough Notes Front Cover Archives, July 2012: Randall Boss, Ottawa Kent Insurance Agency

  Sep 24, 202623 min

  In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, pulling from the archives, Jason Cass sits down with Randall Boss, Certified Risk Manager and Certified Risk Architect at Ottawa Kent Insurance Agency (now part of HIGHSTREET Insurance Partners), the agency featured on the July 2012 cover of Rough Notes Magazine. Key Topics: What landing the cover of Rough Notes in 2012 meant to Randall The job site tragedy that moved Randall from policy pusher to risk management Why following the risk management steps matters more than simply knowing them Building Emerge Apps and oshalogs.com with his son to give clients OSHA tracking tools Joining HIGHSTREET in 2019 and getting through five computer system changes Why showing up every day and hands-on relationships still define the business The $40,000 agency bill loss on a trucking account and the lesson it taught Seeing AI as a thought partner and accelerator, not a replacement for people How AI speeds software to market, but training and selling keep customers Advice for newcomers and why preventing losses is where Randall hangs his hat Reach out to: Randall Boss Jason Cass Visit Website: Ottawa Kent Insurance Agency Rough Notes Magazine Produced by PodSquad.fm

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  Agency Intelligence: The Insurance Podcast Network

  Stuff About Money: Building Wealth When You Don’t Feel Wealthy

  Sep 23, 202628 min

  What if the biggest thing keeping young adults from building wealth isn’t how much money they make, but believing wealth is even attainable? In the second episode of Money in Real Life, Xavier Angel, CFP®, and his daughter Caitlin tackle the question that naturally follows their first conversation: I know what I want my money to make possible, but how do I actually get there? Xavier and Caitlin talk through why building wealth can feel so far out of reach when rent, groceries, debt, and everyday life consume so much of a paycheck. They explore how understanding where your money is going, creating some financial breathing room, and starting small can begin to turn something that feels impossible into a plan. Because building wealth doesn’t start when you finally have enough money. It starts with what you decide to do with the money you have today. Episode Highlights: Caitlin explains that her father's wealth-building presentation wasn't landing with young adults and that there were steps they needed first. (03:38) Caitlin describes the wave of real questions from her age group after she posted a clip from their last episode, from Roth IRAs to buying a house. (06:20) Xavier explains that building wealth isn't about already being wealthy, but about what you consistently do with the money you have. (10:10) Xavier discusses"breathing room," the cash buffer that sits between you and your next unexpected expense. (13:10) Xavier explains that building wealth starts with a decision to set money aside for your future self, not with hitting a dollar amount. (20:10) Caitlin closes the episode with an action plan: define what wealth means to you, then map out where your money is actually going. (23:40) Key Quotes: "You build wealth because of what you consistently do with the money that you have, and that means that the starting point isn't how much money do I have, the starting point is actually what am I doing with the money that's coming through my hands?" - Xavier Angel, CFP®, ChFC, CLTC "Number one, you have to define what wealth is for you. Now the next step is now that we know what wealth means for us, we need to know where our money is going, and we need to be able to map that out." - Caitlin Barnes "You don't need to know everything about investing to start building wealth. You just need to understand the next step." - Xavier Angel, CFP®, ChFC, CLTC Resources Mentioned: Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

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  Agency Intelligence: The Insurance Podcast Network

  Carl Ziadé On What's Next For Gaya, From Proposals To Agentic Quoting

  Sep 22, 202635 min

  Turning an hour-long insurance quote into a 20 minute process is exactly the kind of problem Gaya was built to solve. Jason Cass sits down with Carl Ziadé, Co-Founder of Gaya, to unpack how the platform is reshaping the way agents fill carrier portals, handle transportation submissions, and prepare for what's next in agentic quoting. Key Topics: Gaya autofills carrier portals as a browser extension complement to raters Gaya's growing carrier network now reaching 600 carriers and counting Transportation and trucking submissions remain a major focus area for Gaya The difference between RC1 and RC3 rate call pricing, broken down Agencies are shifting away from traditional raters toward using Gaya directly Gaya's integrations with HawkSoft, Momentum, Applied Epic, and AMS360 Building Gayiti, a fellowship program developing future engineering talent in Haiti Gaya stays focused on product and support over sales and marketing What's next for Gaya: a proposal tool, submission OS, and agentic book rolls Gaya remains profitable and independent without taking on VC funding Reach out to: Carl Ziadé Jason Cass Visit Website: Gaya Agency Intelligence Produced by PodSquad.fm

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