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LEADERS HELPING LEADERS LEAD THEIR PEOPLE: COPING WITH COVID-19
This is not another resource to talk about insurance coverages or give you a map to where the virus is across America. This is a free guide created from leaders whose job is to help leaders lead their people.
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Agency Bill Or Direct Bill: It Pays To Prepare For Both
The vast majority of personal lines today are direct bill The choice of billing is up to the carrier or the MGA, not the agencyePayPolicy set out to automate the agency bill process to support the payment process of insurance companiesA lot of policies that are now...
Are YOU the Future?
Keeping and retaining talent has been on the minds of agency owners from the day I entered this industry. It has remained in the top 5 concerns of agency owners in literally every survey I have ever read. With the current movement in our workforce, my guess is...
Introducing: CheckMate
We had to change our mission. And get rid of a dinosaur. When ePay began, our website boldly claimed that we were “on a mission to replace paper checks for all agency billing.” We commissioned a local mural artist to design a massive mural in our office, featuring a...
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Behind the Scenes
Jason Cass
Founder
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.
Sarah Nicholas
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 Aguila
Special Projects
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.