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Agency Freedom

Business & Economics Podcasts

Agency Freedom Podcast exists to help insurance agency owners and sales professionals make the jump from the captive world to the independent side of the industry. We then equip you in every topic imaginable to help you dominate your market once you’re FREE. We deliver authentic, actionable and audacious content and hard-hitting interviews from the best former captives in the country. Make your Freedom Jump with Agency Freedom Podcast.

Location:

United States

Description:

Agency Freedom Podcast exists to help insurance agency owners and sales professionals make the jump from the captive world to the independent side of the industry. We then equip you in every topic imaginable to help you dominate your market once you’re FREE. We deliver authentic, actionable and audacious content and hard-hitting interviews from the best former captives in the country. Make your Freedom Jump with Agency Freedom Podcast.

Language:

English


Episodes
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E157: Patrick Murakami On Uncomfortable Innovation

6/14/2024
In this episode, James talks with Patrick Murakami, Owner of Uprise Unlimited Coaching and Consulting. To learn more about Uprise Unlimited Coaching and Consulting, visit https://upriseunlimited.net. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Patrick's family military background and its impact Overcoming personal challenges Career transition from call centers to owning an insurance agency Utilizing social media and AI in business growth Patrick's approach to customer relationships and service Leveraging Facebook groups for community and business development Innovations in using ChatGPT for business efficiency and client engagement

Duration:00:49:14

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E156: Tyler Woodall On Delivering Agency Aid

6/7/2024
In this episode, James talks with Tyler Woodall, Founder of Agency Aid. To learn more about Agency Aid, visit https://agency-aid.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Tyler's entry and evolution in the insurance industry Transition to agency ownership and adoption of VAs during COVID Challenges of managing an insurance agency and solutions through VAs Development of a comprehensive training program for VAs Decision process and execution of selling his insurance agency Use of remote talent in the insurance industry Overview of Tyler's current business, Agency Aid, and its offerings

Duration:00:41:46

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E155: Syd Roe On AgencyOne And Big Orange

5/31/2024
This is the final of three episodes recorded live in New Orleans at Accelerate presented by NetVu and Vertafore. In this episode, James talks with Syd Roe, Director, Agency Marketing at Vertafore. To learn more about Vertafore, visit https://www.vertafore.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Syd Roe's career journey from family insurance agency to Vertafore The creation and mission of AgencyOne at Vertafore Challenges and solutions for integrating various tech products in insurance The role of data and technology in the future of insurance agencies The importance of offering choice and independence in insurance technology How Vertafore’s Orange Partner Program supports integration and choice for agencies Syd's philosophy on leadership and work culture in the tech industry

Duration:00:41:27

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E154: Raution Jaiswal On Navigating The CRM Game

5/24/2024
Recorded live on location at Accelerate 2024 in New Orleans, LA. In this episode, James talks with Raution Jaiswal, Founder of InsuredMine. To learn more about InsuredMine, visit https://www.insuredmine.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: InsuredMine’s emphasis on serving larger agencies with a minimum of 10 seats to deliver more significant value Noteworthy adoption among top agencies, with 14 out of the top 50 using InsuredMine Flexible platform configurations allow customization to fit diverse agency workflows Upcoming CRM 2.0 features include advanced deal predictability and enhanced data integration Continuous enhancements driven by user feedback, aiming for 600-700 new features annually Future focus on AI and natural language processing to improve usability and data handling

Duration:00:31:15

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E153: Chris Cline On Legacy and Technology

5/17/2024
In this episode, James talks with Chris Cline, the Executive Director of the Agents Council for Technology with Big I. To learn more about Agents Council for Technology with Big I, visit https://www.independentagent.com/act. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Introduction to Chris Cline and his role as Executive Director of the Agents Council for Technology with Big I The Big I’s national model and its impact on State Chapters Chris Cline's diverse career journey The inception and evolution of technology in insurance Impact of relationships and networking in the industry Future of the Agents Council for Technology and its role in enhancing industry collaboration Chris' perspective on personal and professional growth

Duration:00:43:27

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E152: Niki Henley On Winning In The Hard Market

5/10/2024
In this episode, James talks with Niki Henley, Owner of Extra Mile Insurance Solutions. To learn more about Extra Mile Insurance Solutions, visit https://www.extramileins.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Niki shares her early career path and rapid shift to agency ownership Importance of technology and automation in scaling insurance operations Utilization of social media and video for market leadership Strategies for navigating hard market conditions effectively Emphasis on education and learning within the insurance field Challenges and opportunities of running an agency in a competitive environment

Duration:00:41:05

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E151: Interviewing The RiskWell Exec Team (Part 2)

5/3/2024
In this candid and revealing conversation, James interviews the three most senior members of the RiskWell team. This special two-part episode gets into origin stories, and personal anecdotes and goes deep into how RiskWell operates in the marketplace. To learn more about RiskWell, visit https://www.riskwell.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Implementing structured processes in insurance Specialization and scalability in business operations Leveraging past experience for better client relationships Adapting services to client needs and service improvement Enhancing team dynamics and communication Strategies for future growth and maintaining client relationships

Duration:00:46:40

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E150: Interviewing The RiskWell Exec Team (Part 1)

4/26/2024
In this candid and revealing conversation, James interviews the three most senior members of the RiskWell team. This special two-part episode gets into origin stories, and personal anecdotes and goes deep into how RiskWell operates in the marketplace. To learn more about RiskWell, visit https://www.riskwell.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Introduction of the Executive team at RiskWell and their roles in the agency Reflections on the growth and evolution of the podcast from its early episodes The challenges and advantages of working remotely and the dynamics it brings to the team Insights into the culture of innovation and willingness to experiment within the agency Discussion on the impact of personal growth on professional development within the company Exploration of the unique management style and team interactions at RiskWell Plans and visions for the future of RiskWell and its continued evolution

Duration:00:45:13

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E149: Beaux Pilgrim On Carrying The Flag Forward

4/19/2024
In this episode, James talks with Beaux Pilgrim, Owner of Reed Insurance. To learn more about Reed Insurance, visit https://www.reedinsla.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Beaux Pilgrim's introduction to the insurance industry through family connections The evolution of Beaux's career from commercial lines to agency owner Navigating the dynamics of working with family in the business Strategies for adapting and growing an insurance agency in a rural setting The significance of building relationships with municipal clients and the community Launching a remote staffing company to address industry-wide challenges in talent acquisition Insights into maintaining work-life balance while managing multiple ventures

Duration:00:40:01

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E148: Ryan Englund On Freedom Jumping With Family

4/12/2024
In this episode, James talks with Ryan Englund, Founder of Englund Insurance Group. To learn more about Englund Insurance, visit https://www.englundins.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Ryan Englund's early career and the pivotal decision to enter the insurance industry The evolution of Ryan's career from captive to independent agent Challenges and triumphs of transitioning in the insurance industry The impact of technology and personal relationships on business growth Ryan's advice for insurance professionals considering a similar transition The importance of family support and team collaboration in achieving business success Ryan's vision for the future of his agency and the insurance industry

Duration:00:37:24

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E147: Nathan Hirsch On Finding Balance

4/5/2024
In this episode, James talks with Nathan Hirsch, Co-Founder of TrioSEO. To learn more about TrioSEO, visit https://trioseo.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: What drove Nathan to become an entrepreneur and his early efforts in dropshipping on Amazon Startup and sale of FreeUp, a freelancing platform, and virtual assistant recruiting and management lessons Virtual assistants in Nathan's firms, stressing Filipino workers' quality and influence Starting Outsource School to educate entrepreneurs their hiring methodology Launching new businesses after FreeUp sale, like TrioSEO and an e-commerce accounting service

Duration:00:35:40

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E146: Brett Young On Culture Building In The Sunshine State

3/29/2024
In this episode, James talks with Brett Young, CEO of Erb and Young. To learn more about Erb and Young, visit https://www.erbandyounginsurance.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: The impact of mentorship and network marketing on career trajectory Creating a voluntary army through positive culture and team building The shift from network marketing to the insurance business The importance of personal development in business success Leveraging technology and community for growth in the insurance industry Strategies for building a successful insurance agency in challenging markets

Duration:00:47:10

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E145: Taylor Garcia On Playing With The Beat

3/22/2024
In this episode, James talks with Taylor Garcia, President of Jackson & Jackson Insurance. To learn more about Jackson & Jackson Insurance, visit https://jjinsurance.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Taylor Garcia's unique transition from musician to insurance professional The importance of content creation and personal branding in the insurance industry Navigating generational shifts within a family-owned insurance agency Strategies for maintaining the legacy of a longstanding agency while injecting new, innovative ideas The role of authenticity and personal interests in connecting with clients and building lasting relationships Leveraging creative skills to offer additional value to clients and the community Adapting to changes within the industry and embracing new opportunities for growth

Duration:00:49:10

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E144: Ben Criss On Winning The Hard Reset

3/15/2024
In this episode, James talks with Ben Criss, Owner of Strong Insurance. To learn more about Strong Insurance, visit https://www.stronginsuranceinc.com/. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Introduction of Ben Criss and the backstory of his family-owned insurance agency Challenges and strategies in transitioning to commercial insurance Importance of knowing your numbers and financial literacy in executing a business pivot The role of market access and rebranding in aligning with new business objectives Insights on building a supportive team and fostering a shared vision for the future The significance of specializing and finding your niche in the insurance industry

Duration:00:43:50

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E143: Kody Houk On Being Both A Player And Coach

3/8/2024
In this episode, James talks with Kody Houk, Senior Sales Advisor at Premier Strategy Box/PADI. To learn more aboutPremier Strategy Box/PADI, visit: https://www.mystrategybox.com/premier-institute. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: The impact of specialization in the insurance industry Ethical considerations and honesty in policy representation The significance of continuous learning for insurance agents The role of comprehensive training and resources for professional development Building a community for collaboration and knowledge sharing The importance of underwriter relationships Strategies for handling a hard market in insurance

Duration:00:47:52

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E142: Peter Covill On Building Community

3/1/2024
In this episode, James talks with Peter Covill, Owner of Humphrey, Covill & Coleman Insurance Agency. To learn more about Humphrey, Covill & Coleman Insurance Agency, visit https://www.hcandcinsurance.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Peter Covill's rich history in the insurance industry and the evolution of Humphrey, Covill & Coleman Insurance Agency The impact of leveraging social media groups to enhance agency growth and community engagement Strategies for building strong relationships with clients and stakeholders through personalized interactions and technology Insights into adapting and thriving in a rapidly changing insurance market The importance of automation, process improvement, and focusing on client experience to stay ahead Advice for current and aspiring agency owners on building a solid foundation and being proactive in a challenging market

Duration:00:41:16

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E141: McKlane Bobbitt On Perspectives Of A Real Estate Investor

2/23/2024
In this episode, James talks with McKlane Bobbitt, Owner of Lone Star Equity. To learn more about Lone Star Equity, visit http://www.txlonestarequity.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: The entrepreneurial journey of McKlane Bobbitt from medical device sales to becoming a professional real estate investor An in-depth look at wholesaling as a stepping stone in the real estate investment world The importance of insurance policies in closing real estate deals and how they influence investor decisions Strategies for navigating the current real estate market, with insights into flipping properties and timing investments The critical relationship between real estate investors and their vendor partners, highlighting the significance of customer service in the insurance industry Tips for insurance professionals on connecting with real estate investors, emphasizing the value of understanding the investor's business model and needs McKlane's personal approach to selecting investment opportunities, balancing business needs with market conditions

Duration:00:45:01

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E140: Keenan And Jessica On Farm And Freedom

2/16/2024
In this episode, James talks with Jessica Holder, and Keenan Rice, Owners of Eclipse Insurance Agency. To learn more about Eclipse Insurance Agency visit https://www.eclipseinsure.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: The backstory of Jessica and Keenan's entry into the insurance industry The pivotal moments that led to their decision to start an independent agency Challenges faced during the transition from captive agents to independence The importance of niche specialization Strategies for navigating a hard market and maintaining client relationships The role of technology and processes in scaling an insurance agency Future growth plans and the potential for acquiring other agencies

Duration:00:48:59

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E139: Michael Wark On Outsourced Accounting

2/9/2024
In this episode, James talks with Michael Wark, CEO of Trimline. To learn more about Trimline, visit https://trimline.co. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Transition from traditional employment to entrepreneurship The importance of understanding business numbers for successful management Challenges faced by founders and business owners at different stages of growth The concept of hiring a virtual or fractional CFO and its benefits Strategies for business owners to transition out of being the primary revenue driver Effective delegation and management techniques for business growth Understanding and navigating the 'founder's trap' The role of planning and goal setting in business success

Duration:00:34:43

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E138: Randel Bennett On Incubating And Launching Good Ideas

2/2/2024
In this episode, James talks with Randel Bennett, Principal Consultant at Qixent. To learn more about Qixent, visit https://qixent.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: The unique journey of Randall Bennett in the insurance industry. Insight into Quickset, Bennett's company specializing in insurance product development. The process and importance of insurance innovation and product creation. Exploration of the non-standard auto insurance market targeting the Hispanic community. Discussion on the role of technology in insurance and the balance between tech and human interaction. Challenges and strategies for independent insurance agents in the current market. The concept and potential of parametric insurance in various sectors.

Duration:00:55:45