AGENCY INTELLIGENCE BLOG

*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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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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