by elton | Jun 24, 2026 | Blog
“What gets licensed people buried isn’t hard work. It’s the wrong work.” Go read the one-star reviews for almost any insurance agency. Not the fraud complaints. The ordinary ones. “Nobody called me back.” “I left three...
by elton | May 12, 2026 | Blog
“Nobody calls their insurance agency because they want to talk to a bot. They call because something happened.” BY JASON CASS Agency owners are stressed about AI right now. Should I automate? Will bots replace my team? Am I falling behind if I don’t...
by Jason | Jul 17, 2025 | Webinars
Most agency owners start out as the hero—the go-to person for every decision, every client, and every fire that needs putting out. But over time, this heroic approach becomes your biggest bottleneck. In this webinar, Michael Cruz shares a step-by-step framework to...
by Jason | Mar 11, 2025 | Blog
In a recent webinar, I walked through the importance of building an efficient new business pipeline using AgencyZoom, RiskAdvisor, and automation. The goal? Eliminate duplicate entry, streamline intake, and make life easier for agencies and referral partners. The...
