Agency Intelligence Podcast
1) Stuff About Money: Episode 98: Plan Before Life Forces Your Hand: The Cost of Waiting
In this solo episode of Stuff About Money They Didn't Teach You in School, Xavier Angel, CFP®, ChFC®, CLTC, steps behind the mic to wrestle with a tough truth: planning isn’t optional, not if you want...Show More
2) Millionaire Insurance Producer: If You Offer Quotes To Non-Clients, Do This First!
I know you probably work only on signed BOR ... right? Well, sometimes you might be tempted to offer quotes to a prospect (aka: Non-Client; someone who doesn't trust you yet) who won't sign the BOR ov...Show More
3) The Executive Sessions: Francisco Lopes, CEO Of Sonant AI
Pressure on agency call volume has never been higher, and the gap between what teams can handle and what clients expect is widening fast. In this Executive Sessions conversation, Jason Cass sits down ...Show More
4) Jackson Fregeau: Scaling Policy Review And Client Outreach With AI
Where does agency efficiency go when AI begins handling the repetitive steps teams have battled for years? Jason Cass explores that shift with Jackson Fregeau, Co-Founder and CEO of Quandri, as the...Show More
5) Stuff About Money: Episode 97: Your Goals Need a Reframe
In this solo episode of the Stuff About Money podcast, host Erik Garcia, CFP®, ChFC®, BFA™ sits down for a candid one-on-one about goals. Not the shiny, New-Year’s-resolution kind, but the messy, hone...Show More
6) The Executive Sessions: Doug McElhaney, Chief Strategy Officer At Applied Systems
Leadership is shaped in the moments when uncertainty meets opportunity. Jason Cass sits down with Doug McElhaney, Chief Strategy Officer at Applied Systems, for an Executive Sessions discussion at ...Show More
7) Rough Notes Front Cover, December 2025: Mark Rodgers, Trailstone Insurance
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Mark Rodgers, Founder of Trailstone Insurance, the agency featured on the De...Show More
8) The Executive Sessions: Ashim Khurana, Chief Operating Officer At Cogneesol
What happens when experience, resilience, and strategic discipline converge inside a rapidly evolving insurance ecosystem? Jason Cass sits down with Ashim Khurana, COO of Cogneesol, for an Executiv...Show More
9) Insurance Shoptalk: AI-powered Training & Client Outreach for Personal Lines Agents
In this episode of Insurance Shoptalk, host Eric Stein sits down with Vlada Lotkina, CEO and co-founder of SUPERAGENT, to explore how AI is changing the way P&C agencies train and scale their sales te...Show More
10) Stuff About Money: Episode 96: Faith, Finances, and Facing Mortality: A Conversation with Gio Arenas
In this moving episode of the Stuff About Money They Didn’t Teach You in School podcast, Xavier Angel, CFP®, ChFC®, CLTC, sits down with Giovani Arenas, business partner of Erik Garcia, CFP®, BFA™, Ch...Show More