Agency Intelligence: The Insurance Podcast Network

Jason Cass, Eric Stein, Xavier Angel

Booking Overview

A multi-series insurance-business interview network focused on agency operations, insurance technology, growth, and industry trends, typically featuring agency owners, insurtech founders, consultants, and insurance executives. Credible pitches include insurance agency leaders, insurtech founders, workers compensation specialists, and experts in AI, automation, staffing, or client retention with practical industry experience; booking difficulty is medium.

Metrics

Episodes: 1912

Frequency: Multiple_weekly

Rating: 4.7/5.0

Estimated listeners: 1k-10k

Gender skew: Unknown

Location: USA

Contact Information

Publicly listed emails

jason@agency-intelligence.com

carlosj@agency-intelligence.com

eltonj@agency-intelligence.com

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Host

Jason Cass - Insurance industry host focused on agency growth, technology, and operational strategy.

Eric Stein - Insurance podcast host covering insurance technology, workers compensation, agency operations, and automation.

Xavier Angel - Certified financial planner and personal finance educator focused on financial literacy, wealth building, and practical money decisions.

Booking Intelligence

Booking Requirements

medium

Typical Credentials:

Insurance agency owners and executives, insurtech founders, insurance consultants, and senior leaders with direct experience in agency operations, technology, growth, or specialty insurance markets.

Required Achievements:

Founded or led an insurance agency, insurtech company, consultancy, or insurance services business, Developed technology or operational programs used by insurance agencies, Built recognized expertise in agency growth, automation, workers compensation, or client engagement, Served as a keynote speaker, consultant, or executive in the insurance industry

Recent Guest Discussions

Carl Ziad - Insurance Automation, Agentic Quoting, Carrier Integrations, Transportation Submissions, And Operational Tools For Insurance Agencies.

Patrick Davis - Pay-as-you-go Workers Compensation, Payroll Integration, Premium Billing, Client Retention, Cash Flow, And Reducing Audit-related Issues.

Norm Hudson - AI Readiness, Process Documentation, Data Quality, Offshore Talent, Automation, Change Management, And Agency Productivity.

Troy Korsgaden - Insurance Agency Growth, Client Engagement, AI Adoption, Practice Management, Specialization, Collaboration, And Agency Profitability.

Recent Topics

Business, Insurance, Insurance Agencies, Insurtech, Agency Operations

Episodes

Here's the recent few episodes on

Agency Intelligence: The Insurance Podcast Network

Rough Notes Front Cover, October 2026: Linda Fisher, Cardinal Insurance Group

October 01, 2026

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 o...

Your Only Competitor Is the Person You Were About To Hire

September 29, 2026

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 testimon...

Rough Notes Front Cover Archives, July 2012: Randall Boss, Ottawa Kent Insurance Agency

September 24, 2026

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 polic...

Publicly listed emails

jason@agency-intelligence.com

carlosj@agency-intelligence.com

eltonj@agency-intelligence.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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