AGENCY INTELLIGENCE BLOG

It really never hit me until I heard him say it. “What we are going through Jason, is nothing more than a business income problem.”  This is what Chris Burand said to me on my podcast last week and it rocked my world and set my mind a blaze. It was mind-blowing if you are […]

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*The original version of this blog can be found on The Flood Insurance Guru Blog This blog has been in the works for almost 39 years. I have sat down to write it many times but honestly could never get through it. I tried to put it into a video and a podcast but starting […]

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January 1st is just another day. Let me explain. Sure, there’s something motivating and refreshing about a new year. A new start. A blank slate. A chance for a new you. Maybe you hit multiple bumps throughout the last year. Didn’t hit your goals. You’re not where you want to be. You’re in a slump. […]

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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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