Agency Freedom

In this episode of Agency Freedom Podcast, James has a lively conversation with Jason Cass, managing partner of The Insurance Alliance and the Founder of the Agency IntelligenceResources Mentioned: Agency Intelligence AI Mastermind

In this episode of Agency Freedom podcast, James talks with 30+ year industry veteran, Jerry Conrey, from Orange, CA.

In this episode of Agency Freedom podcast, James and Alison Jenkins share a candid and unfiltered conversation about the challenges, the thrills, and the lessons learned in the last 8 years of running two insurance agencies and making their Freedom Jump.

In this episode of Agency Freedom podcast, James wraps up our foundational episodes with a discussion on the internal and moral concerns you should be aware of.Specific topics in the episode include: challenges created by your people, your processes and your production, and also how to conduct a 12-area threat assessment for your clients.

In this episode of Agency Freedom podcast, James discusses legal and regulatory concerns that are guaranteed to help you avoid getting sued or finding yourself on the wrong end of a letter from a state agency.Specific topics covered include: Best practice guidelines for documentation, disclaimers, becoming familiar with the standard components of an ISO insurance policy form and a lot more.

In this episode of Agency Freedom podcast, you'll hear about:- Innovation both inside your agency and how you relate to the marketplace- Innovation in your sales process and Channel Partner relationships- Innovation in how you steward your client relationships- Financial best practices and how to better get a handle on understanding your numbers- Environmental concerns and how you can optimize your physical space to promote mental and wellness.

James unpacks the super important area of contractual concerns as well as physical concerns.In this episode, you'll hear about: team member compensation, equity vs ownership, vendor protections, office planning and outfitting, critical incident response planning.

James unpacks the opportunities and threats that you'll face in the social and technological areas of your agency.In this episode, you'll hear about: Selecting your tribe, planning your high level social media strategies, building your ideal tech stack and planning for cyber liability and data breach events.

In this episode, James unpacks the Operational component of your Agency Freedom Launch Plan. We go in to great detail on the key parts to consider as you are reviewing and setting up your operations from top to bottom.Visit https://www.riskwell.com/podcast to sign up for our Freedom Jumpers Email List and receive all of the links and downloads for resources useful stuff for your agency.

We're thrilled to introduce a new series on the AI Podcast Network! Today, we bring you Agency Freedom Podcast, hosted by James Jenkins, Chief Risk Officer at Riskwell Insurance.In this pilot episode, James unpacks the mission for Agency Freedom Podcast. He addresses the question of why we're doing this whole thing and exactly what you can expect in the coming weeks and months. James shares his origin story in the insurance world and a brief recap of how he came to make his Freedom Jump to the Indy side.