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In today’s market, it is nearly impossible to be everything to everybody. It’s inefficient at best. From the nuances of mastering a wide variety of carrier appetites to closing more sales—defining and identifying your ideal client is imperative. There are a variety of...
NEW PRODUCT RELEASE: Introducing Finance Connect Finance Connect enables insurance companies to offer easy financing - with their premium finance partners - right at online checkout for their customers. Finance offers and terms are presented upfront, and PFAs are...
We spoke with insurance industry experts and leaders to see what they’re expecting to see in 2023. Though the industry may face some challenges this year, like social inflation, there are also many opportunities to grow and expand your business. Investments in...
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Behind the Scenes
Jason Cass is a thought leader, speaker, agency owner and champion for the independent insurance industry.
Jason hosts two major insurance podcast series, Agent’s Influence and Agency Intelligence where he talks with those that influence the insurance industry and connects with independent insurance agents all over the country. He is also the author of the Amazon Bestselling book, Customer Service is Just Foreplay.
Chief Marketing & Operations Officer
Sarah joined Agency Intelligence in 2018. Her work includes running the day-to-day operations, digital engagement with the AI community and the management of the AI Mastermind program.
Sarah holds a Master’s degree in the field of Communications and enjoys connecting with the exceptional AI community of insurance professionals.
Anna joined Agency Intelligence as a freelancer in 2013 and continues to execute AI’s projects and programs. Since working for AI, she’s developed an incessant love for brand strategy, copywriting, and small business management. Her background in writing, marketing and operations has contributed to AI’s evolution as a digital marketing agency to a hub for insurance agency intelligence.