The Agency Intelligence Podcast Network is the top insurance podcast network with many unique series that let you hear from both insurance agency owners and insurance industry influencers. Learn from real insurance agents in real insurance agencies, get the latest and greatest that thought leaders in the insurance industry have to offer, and more!
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Rough Notes Front Cover, October 2026: Linda Fisher, Cardinal Insurance Group
Thursday, October 1, 2026 • Duration 26:41
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Linda Fisher, Founder of Cardinal Insurance Group, the agency featured on the October 2026 front cover of Rough Notes Magazine.
Key Topics:
Why taking care of the team comes before taking care of the client
Moving from boss to leader and helping employees chase their own dreams
Hiring lessons learned and why agencies should track the lifetime value of an employee
How two books helped Linda step back and finally feel like an owner
Setting expectations early so long-term client relationships can be handed to the team
Why ego keeps owners from delegating and how to let team members learn
How a separate Michigan insurance counselor license drives referrals from financial planners and attorneys
A standout community giving idea: Halloween trick-or-treating at a local cancer center
Doubling down on face-to-face service and a new office despite mergers and aggregators
Picking your lane and focusing on your ideal client instead of chasing every squirrel
Reach out to:
Linda Fisher
Jason Cass
Visit Website:
Cardinal Insurance Group
Rough Notes Magazine
Produced by PodSquad.fm
Your Only Competitor Is the Person You Were About To Hire
Tuesday, September 29, 2026 • Duration 27:24
What if your biggest competitor isn't the agency down the road, but your own habit of hiring? Jason Cass goes solo this episode to break down NexAgency's rollout of NexOne, why AMS platforms are becoming little more than a database, and how a lesson from Southwest Airlines reframes what real competition looks like for independent agents.
Key Topics:
NexAgency rolled out NexOne on September 1st, growing from 10 demo agencies to 11 paying clients
Reading an unsolicited client testimonial on NexOne's impact
Why AMS platforms are becoming systems of record instead of operating systems
Breaking down the real cost of point solutions versus an open system like Momentum
A firsthand study showing most agency staff barely log into their AMS
How NexOne integrates with HawkSoft, Momentum, HubSpot, Outlook, Teams, and more
A virtual employee's testimonial about NexOne simplifying her work inside Momentum
Introducing Scout, NexOne's built-in AI powered by Claude Opus 5 and Fable
Using data and routing to cut payroll costs from 55% down toward 30% of revenue
Herb Kelleher's Southwest Airlines lesson on identifying your agency's true competitor
Reach out to:
Jason Cass
Visit Website:
NexAgency
Agency Intelligence
Produced by PodSquad.fm
Rough Notes Front Cover Archives, July 2012: Randall Boss, Ottawa Kent Insurance Agency
Thursday, September 24, 2026 • Duration 22:56
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, pulling from the archives, Jason Cass sits down with Randall Boss, Certified Risk Manager and Certified Risk Architect at Ottawa Kent Insurance Agency (now part of HIGHSTREET Insurance Partners), the agency featured on the July 2012 cover of Rough Notes Magazine.
Key Topics:
What landing the cover of Rough Notes in 2012 meant to Randall
The job site tragedy that moved Randall from policy pusher to risk management
Why following the risk management steps matters more than simply knowing them
Building Emerge Apps and oshalogs.com with his son to give clients OSHA tracking tools
Joining HIGHSTREET in 2019 and getting through five computer system changes
Why showing up every day and hands-on relationships still define the business
The $40,000 agency bill loss on a trucking account and the lesson it taught
Seeing AI as a thought partner and accelerator, not a replacement for people
How AI speeds software to market, but training and selling keep customers
Advice for newcomers and why preventing losses is where Randall hangs his hat
Reach out to:
Randall Boss
Jason Cass
Visit Website:
Ottawa Kent Insurance Agency
Rough Notes Magazine
Produced by PodSquad.fm
Stuff About Money: Building Wealth When You Don’t Feel Wealthy
Wednesday, September 23, 2026 • Duration 28:14
What if the biggest thing keeping young adults from building wealth isn’t how much money they make, but believing wealth is even attainable? In the second episode of Money in Real Life, Xavier Angel, CFP®, and his daughter Caitlin tackle the question that naturally follows their first conversation: I know what I want my money to make possible, but how do I actually get there?
Xavier and Caitlin talk through why building wealth can feel so far out of reach when rent, groceries, debt, and everyday life consume so much of a paycheck. They explore how understanding where your money is going, creating some financial breathing room, and starting small can begin to turn something that feels impossible into a plan. Because building wealth doesn’t start when you finally have enough money. It starts with what you decide to do with the money you have today.
Episode Highlights:
Caitlin explains that her father's wealth-building presentation wasn't landing with young adults and that there were steps they needed first. (03:38)
Caitlin describes the wave of real questions from her age group after she posted a clip from their last episode, from Roth IRAs to buying a house. (06:20)
Xavier explains that building wealth isn't about already being wealthy, but about what you consistently do with the money you have. (10:10)
Xavier discusses"breathing room," the cash buffer that sits between you and your next unexpected expense. (13:10)
Xavier explains that building wealth starts with a decision to set money aside for your future self, not with hitting a dollar amount. (20:10)
Caitlin closes the episode with an action plan: define what wealth means to you, then map out where your money is actually going. (23:40)
Key Quotes:
"You build wealth because of what you consistently do with the money that you have, and that means that the starting point isn't how much money do I have, the starting point is actually what am I doing with the money that's coming through my hands?" - Xavier Angel, CFP®, ChFC, CLTC
"Number one, you have to define what wealth is for you. Now the next step is now that we know what wealth means for us, we need to know where our money is going, and we need to be able to map that out." - Caitlin Barnes
"You don't need to know everything about investing to start building wealth. You just need to understand the next step." - Xavier Angel, CFP®, ChFC, CLTC
Resources Mentioned:
Erik Garcia, CFP®, BFA
Xavier Angel, CFP®, ChFC, CLTC
Plan Wisely Wealth Advisors
Carl Ziadé On What's Next For Gaya, From Proposals To Agentic Quoting
Tuesday, September 22, 2026 • Duration 34:36
Turning an hour-long insurance quote into a 20 minute process is exactly the kind of problem Gaya was built to solve. Jason Cass sits down with Carl Ziadé, Co-Founder of Gaya, to unpack how the platform is reshaping the way agents fill carrier portals, handle transportation submissions, and prepare for what's next in agentic quoting.
Key Topics:
Gaya autofills carrier portals as a browser extension complement to raters
Gaya's growing carrier network now reaching 600 carriers and counting
Transportation and trucking submissions remain a major focus area for Gaya
The difference between RC1 and RC3 rate call pricing, broken down
Agencies are shifting away from traditional raters toward using Gaya directly
Gaya's integrations with HawkSoft, Momentum, Applied Epic, and AMS360
Building Gayiti, a fellowship program developing future engineering talent in Haiti
Gaya stays focused on product and support over sales and marketing
What's next for Gaya: a proposal tool, submission OS, and agentic book rolls
Gaya remains profitable and independent without taking on VC funding
Reach out to:
Carl Ziadé
Jason Cass
Visit Website:
Gaya
Agency Intelligence
Produced by PodSquad.fm
Insurance Shoptalk: The PAYGO Defense Strategy: How Agents Protect Their Workers’ Comp Book
Monday, September 14, 2026 • Duration 51:29
In this episode of Insurance Shoptalk, Eric Stein sits down with Patrick Davis, CEO of InsurePay, to discuss how pay-as-you-go workers’ compensation is changing the way businesses pay premiums—and why insurance agents should understand it as both a client benefit and a retention tool. Patrick explains how pay-as-you-go connects workers’ compensation premiums directly to actual payroll, recalculating exposure with every payroll cycle instead of relying on annual estimates. The conversation covers how this approach can improve cash flow, reduce large audit surprises, lower the risk of cancellations for nonpayment, and simplify the workers’ comp experience for insureds. For insurance agents, carriers, MGAs, and business owners interested in workers’ compensation, payroll integration, premium billing, client retention, and reducing audit headaches, this episode provides a practical look at why pay-as-you-go is becoming an increasingly important option.
#InsuranceShopTalk #WorkersCompensation #PayAsYouGo #InsuranceAgency #CommercialInsurance #InsuranceTechnology #Insurtech #Payroll #InsuranceAgents #WorkersComp
Insurance Shoptalk: The New Agency Workforce: AI Tools + Offshore Talent
Thursday, September 10, 2026 • Duration 48:11
In this episode of Insurance Shoptalk, Eric Stein chats with Norm Hudson, CEO of Staff Boom, to explore why insurance agencies need to build the right operational foundation before AI and automation can deliver meaningful results. Norm shares lessons from working with insurance agencies, MGAs, wholesalers, and other organizations that have attempted to automate processes only to discover that inconsistent data, workflows, and naming standards can prevent even good technology from succeeding. The conversation covers operational readiness, process documentation, data quality, change management, offshore support, and how AI can amplify the productivity of account managers and producers rather than simply replace employees. Eric and Norm also discuss practical AI applications including supplemental forms, policy checking, renewal preparation, proposals and quote comparisons, along with strategies for helping smaller agencies reduce administrative work and restore their focus on organic growth. If you're interested in AI, automation, offshore talent, operational efficiency, organic growth, or practical ways to help your insurance agency become more productive, this episode offers valuable insights into combining technology, people, and better processes.
#InsuranceShopTalk #ArtificialIntelligence #InsuranceTechnology #InsuranceAgency #InsuranceAutomation #Insurtech #OffshoreStaffing #AgencyOperations #AgencyGrowth #CommercialInsurance
Stuff About Money: What Does Wealth Mean to You?: A Father-Daughter Conversation
Wednesday, September 9, 2026 • Duration 32:10
What does “building wealth” mean when you’re still trying to figure out rent, your career, debt, relationships, and adulthood?
In this episode of Stuff About Money They Didn’t Teach You in School, Xavier Angel, CFP®, sits down with his daughter, Caitlin, for a conversation that started when she gave him some unexpected feedback: “I don’t think you should give this presentation.” Xavier had built a financial presentation for young adults around investing early, compound interest, and building wealth. The problem wasn’t that the advice was wrong. Caitlin helped him realize he was talking about what young adults needed to hear without first asking what they were ready to hear.
Together, Xavier and Caitlin explore what the word “wealth” means to a younger generation, what young adults are actually thinking about financially, and why building wealth may need to be framed less around a number and more around creating choices. Because before we ask, “How do I build wealth?” there may be a more important question: What do I want my money to make possible?
Episode Highlights:
Caitlin shares that she wished she'd known money wouldn't work the simple way she expected: paycheck in, bills on autopay, and leftover cash to spend freely. (03:45)
Caitlin explains that the original presentation missed the mark because it assumed young adults already understood why the concepts mattered, when they were focused on immediate financial survival. (06:15)
Caitlin describes wealth as "the margin," meaning bills on autopay and being able to buy what she needs or say yes to plans without running the numbers first. (09:50)
Caitlin shares how immediate pressures like rent and debt make it hard to think about long-term wealth when she's focused on getting through the week. (12:30)
Caitlin completes the thought "I would feel wealthy if..." by describing being able to send a future child to the school of her choice. (15:45)
Xavier discusses the building blocks of wealth for young adults: understanding cash flow, building emergency reserves, controlling high-interest debt, and using employee benefits like a 401(k). (19:30)
Xavier explains the "pay yourself before you pay debt" approach, walking through how to redirect leftover cash flow into savings first. (24:15)
Caitlin advises listeners to find a neutral, outside person like a financial planner to talk to about money instead of relying only on family. (26:45)
Xavier shares that a financial planner also serves as an accountability partner and cheerleader who helps clients celebrate their financial wins. (28:00)
Key Quotes:
“As of now, building wealth seems like something that I'm gonna have to do eventually when I get a job that supplies more for me than what I'm currently paying for.” -
“ To me, wealth, if I were living here and where I am now, and I still had an excess amount of money to build an investment portfolio, that would mean wealth to me.” -
“ Wealth is what you're able to build and keep from what comes in, keep from what's coming in, and ultimately, the goal isn't simply to make more money. It's to turn that money you make into greater security, the freedom and choices over time” -
Resources Mentioned:
Erik Garcia, CFP®, BFA
Xavier Angel, CFP®, ChFC, CLTC
Plan Wisely Wealth Advisors
Troy Korsgaden's Ten Appointments A Day Rule For Growth
Tuesday, September 8, 2026 • Duration 42:46
What can four decades in the restaurant business teach an insurance agency about running a tighter, more profitable operation? Jason Cass sits down with Troy Korsgaden, Founder of Korsgaden Consulting Services and Keynote Speaker for IndieTech 2027, to unpack lessons on client engagement, AI adoption, and building a resilient agency built to last.
Key Topics:
Parallels between running Crawdaddy's restaurant and building a profitable insurance agency
Studying dentists as a model for training, technology adoption, and client experience
Consistent payroll and marketing percentages that keep both restaurants and agencies profitable
Updating "Power Position Your Agency" with Bradley Flowers for a 2.0 release
Why client engagement should happen year round instead of only at renewal
How the client engagement matrix schedules touchpoints by alphabet and month
Launching Korsgaden Consulting Services' AI powered practice management platform
Rising valuations for virtual employee services despite predictions AI would replace agents
Why specialization and collaboration matter more than agency headcount
Using a 10 appointments a day standard to grow new and renewal business together
Reach out to:
Troy Korsgaden
Jason Cass
Visit Website:
Korsgaden Consulting Services
IndieTech 2027
Agency Intelligence
Produced by PodSquad.fm
Rough Notes Front Cover, September 2026: Robbie Smith, Oakbridge Insurance
Tuesday, September 1, 2026 • Duration 28:35
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Robbie Smith, Co-Founder of Oakbridge Insurance the agency featured on the September 2026 front cover of Rough Notes Magazine.
Key Topics:
Robbie reflects on Oakbridge Insurance earning a spot on the cover of Rough Notes Magazine
Oakbridge Insurance formed five and a half years ago when four Georgia agencies came together
The firm now generates over $210 million in revenue across nine Southeast states
Business mix spans 60% commercial P&C and surety, 22% personal lines, 18% employee benefits
Third party capital from Corsair Capital and now Audax Private Equity fuels growth and M&A
A COVID era frustration with failed internal perpetuation sparked the idea behind Oakbridge Insurance
Valuing agencies the way they're run, tracking KPIs like shareholder and producer age
Structuring deals so the "last generation" gets cash while the "current generation" earns equity
Oakbridge Insurance's four guiding principles: opportunity, excellence, collaboration, and community
Passing leadership to a new CEO, president, and COO as Oakbridge Insurance targets its next five years
Reach out to:
Robbie Smith
Jason Cass
Visit Website:
Oakbridge Insurance
Rough Notes Magazine
Produced by PodSquad.fm
