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Agency Intelligence: The Insurance Podcast Network

Agency Intelligence: The Insurance Podcast Network

Auteur(s): Agency Intelligence
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 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!2024 Agency Intelligence Développement commercial et entrepreneuriat Entrepreneurship Gestion et leadership Économie
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  • Stuff About Money: Episode 98: Plan Before Life Forces Your Hand: The Cost of Waiting

    Stuff About Money: Episode 98: Plan Before Life Forces Your Hand: The Cost of Waiting
    Dec 17 2025
    In this solo episode of Stuff About Money They Didn't Teach You in School, Xavier Angel, CFP®, ChFC®, CLTC, steps behind the mic to wrestle with a tough truth: planning isn’t optional, not if you want control over your future. Fresh off his conversation with Giovanni Arenas about Gio’s life-threatening condition and remarkable double lung transplant, Xavier gets another call that hits just as hard. A dear friend's cancer has returned, and with it comes the realization that he never put proper business succession plans in place. It is a moment that reveals not just financial vulnerability but emotional fallout, the kind that compounds heartbreak when families are already hurting. Xavier digs deeper into why waiting to plan is one of the costliest decisions a business owner can make. He lays out how proactive planning protects the people you care about most and why delaying those decisions hands your future over to circumstances instead of intention. This episode is an honest call to action: don't wait until life forces your hand. If the message resonates, share the episode with someone who needs the nudge, and make sure you're following the show for more conversations that help you take control before life does it for you. Episode Highlights: Procrastination is a bill that silently compounds, delaying tasks makes them harder to complete, and weighs you down. (01:00) Time is the most valuable asset when building wealth. Every year of waiting meant losing opportunity, not just time. (01:30) Xavier references his previous episode with Giovanni Arenas about his double lung transplant and how quickly life can change. (02:30) Xavier shares a personal story: A close friend's rapidly progressing cancer forced immediate business and family decisions no one was prepared for. (04:10) Xavier outlines action steps: Create a will, establish an estate plan (not just for the wealthy), and build a business continuation plan. (07:10) Planning documents are acts of love and gifts of clarity that ensure your intentions, not others' emotions, guide what happens next. (07:50) Key Quotes: “Procrastination doesn't just slow you down. It widens the gap between where we are today and where we want to be.” - Xavier Angel, CFP®, ChFC®, CLTC “Planning isn't when life is perfect. Planning isn't when life happens, planning now it matters.” - Xavier Angel, CFP®, ChFC®, CLTC “ Take that first step today, no matter how small. Start planning today. Start the conversation, get the documents in place. Build the plan that protects the people and the legacy you want to fulfill your future self and your family will thank you later.” - Xavier Angel, CFP®, ChFC®, CLTC Resources Mentioned: Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
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    10 min
  • Millionaire Insurance Producer: If You Offer Quotes To Non-Clients, Do This First!

    Millionaire Insurance Producer: If You Offer Quotes To Non-Clients, Do This First!
    Dec 15 2025
    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 who doesn't trust you yet) who won't sign the BOR over to you. Should you still work on that account and offer a quote, or should you push the "pause button" and try again next year? Well, it all depends on whether or not you can get the prospect to give you three things first. In this episode, host Charles Specht shares what three things you should do in order to increase your Quote-to-Bind rate by other 25% or more. Give a listen, subscribe, and let Charles explain. And, visit our newly updated website at: https://permissiongroup.com Key Topics: Why second place in insurance sales pays zero commission The three critical things you must secure before offering any quote How to demand exclusive access to the carriers you need to compete Getting objective commitments on what you must accomplish to win the business Why prospects must agree not to share your numbers with other agents How agents lose 20-30% of business when prospects share quotes behind their backs Why it's your fault, not the insured's, when you get used in quoting The reminder system that reinforces commitments throughout the sales process Why insurance buyers prefer one trusted agent but don't know how to choose How agency leaders can boost profits by requiring BOR letters over blind quotes Reach out to Charles Specht Visit: Permission Network Produced by PodSquad.fm
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    31 min
  • The Executive Sessions: Francisco Lopes, CEO Of Sonant AI

    The Executive Sessions: Francisco Lopes, CEO Of Sonant AI
    Dec 9 2025
    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 Executive Sessions conversation, Jason Cass sits down with Francisco Lopes, Founder and CEO of Sonant AI, to unpack how AI voice technology is transforming call handling, reducing repetitive tasks, and freeing teams to focus on higher-value work. Their discussion breaks down real adoption challenges, workflow design, routing logic, and the future impact of AI on agency operations and client experience. Key Topics: AI phone agents purpose-built for insurance operations Improving call latency, clarity, and conversational flow Differences in inbound versus outbound AI call performance Workflow design that reduces repetitive staff tasks Routing logic tied to AMS data and team roles Increasing task capacity through automated call handling Adoption hurdles and the tension between personal touch and AI Future impact of agentic systems on agency productivity How AI reshapes efficiency, staffing, and client communication Reach out to: Francisco Lopes Jason Cass Visit Website: Sonant AI Agency Intelligence Produced by PodSquad.fm
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    29 min
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