AGENCY INTELLIGENCE BLOG

In my recent solo podcast, “Cass Solo: Freedom, Impact and the CX Culture” I talk about how I’ve had several phone calls with agents over the past year that got me thinking again about a question I’ve thought a lot about in the past: Is it better to have a sales culture or a service […]

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Now that I’ve been in the trenches of my business for almost 5 years it’s hard to imagine a time where I wasn’t trying to “protect the flag”. By “flag” I mean an unbalanced mix of personal lines quotes, Starbucks coffee cups strewn about a desk, and an inability to ever get to inbox zero. […]

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A couple of months ago, Rocket Referrals came out with an article that broke down the different types of marketing automation platforms that are available to agencies, namely: email marketing (MailChimp, ConstantContact, ActiveCampaign) prospect nurturing (InfusionSoft, Ontraport, ActiveCampaign) inbound marketing (Hubspot) and relationship marketing (Rocket Referrals) With one foot in an insurance agency (The Insurance […]

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All time isn’t created equal, if you keep treating it like it is than you’ll always be out of control. You have to be able to react, but not nearly as much as we’ve been taught. Reacting to the wrong things will lead to an unpleasant cycle of order taking. The only thing stopping you […]

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Snapchat is a good thing for insurance agents. There’s a lot of talk lately about Snapchat and its use in the insurance industry -specifically for the Millennials- and building our agency around the areas that they hang out, socialize, and network; one of those digital spaces, being Snapchat. I was the guy who built an insurance agency, […]

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It never happens over night, no matter how much you want to believe it or think you’ve seen it happen before. The next overnight thing is already going on right now, you just don’t know what it is or where it’s going to come from. There are also no magic insurance fairies that can sprinkle […]

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