Recorded LIVE from IndieTech 2023! In this episode, James talks with Ryan Westerman , President of AndDone, and Chase Courtney , Director of Technology Sales at Imperial PFS . To learn more about AndDone, visit https://anddone.com/ Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreed...
Sep 29, 2023•28 min
Recorded LIVE from IndieTech 2023! In this episode, James talks with Paul Hawkins , CEO of Hawksoft & Jerry Fox , Vice President of Carrier Relations at HawkSoft. To learn more about HawkSoft, visit https://www.hawksoft.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedo...
Sep 22, 2023•27 min
Recorded LIVE from IndieTech 2023! In this episode, James talks with Ryan Mathisen & Sean Mulhern , Co-Founders of GloveBox. To learn more about GloveBox, visit https://gloveboxapp.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com...
Sep 15, 2023•47 min
Recorded LIVE from IndieTech 2023! In this episode, James talks with Doug Mohr , Vice President of Industry Relationships and Partnerships at Vertafore. To learn more about Vertafore, visit https://www.vertafore.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us a...
Sep 08, 2023•23 min
In this episode, James talks with Arel Moodie , Co-Founder of Talkadot. To learn more about Talkadot, visit https://www.talkadot.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite gril...
Sep 01, 2023•1 hr 4 min
In this episode, James and guest host Peter talk with Tomer Kashi , Co-Founder & CEO of VOOM Insurance and SkyWatch . To learn more about VOOM Insurance, visit https://www.voominsurance.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedo Email us at podcast@agencyfreedom...
Aug 25, 2023•54 min
In this episode, you get to listen in to a private shop talk conversation James had with a group of agency principal in Somewhere, USA. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite gril...
Aug 18, 2023•40 min
In the final installment of our summer solo episode series, James talks about navigating the hard market. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe....
Aug 11, 2023•14 min
In this episode, James talks about 4 reasons why you should NOT launch an insurance-related podcast in 2023. He ends the episode with a much better idea for generating real impact and profitable opportunities for your office. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Ema...
Aug 04, 2023•26 min
This is the second installment of hot takes and strong opinions, James talks about prospecting and how to better connect with new prospects in the sales process. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, compla...
Jul 28, 2023•23 min
In this first solo episode in the summer Hot Takes and Strong Opinions series, James answers questions from the audience on two topics: Surviving the hard market Required Time Off (RTO) and Work From Home (WFH) Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcas...
Jul 21, 2023•26 min
In this episode, James talks with Ryan Mathisen , Co-Founder of GloveBox. To learn more about GloveBox, visit https://gloveboxapp.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite gri...
Jul 14, 2023•53 min
In this solo episode, James shares perspective on some of the negative side effects or dangers of being a highly driven, competitive and ambitious person. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or...
Jul 07, 2023•16 min
In this episode, James talks with Adam Boca , Executive Director at NCM Insurance Agency. To learn more about NCM Insurance Agency, visit https://www.ncminsurance.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions...
Jun 30, 2023•39 min
In this episode, James talks with Zach Mefferd , CEO & Co-Founder of ZipBonds. To learn more about ZipBonds, visit https://zipbonds.com/ Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite...
Jun 23, 2023•55 min
In this episode, James talks with Zack Baldwin , Owner of TexPro Insurance. To learn more about TexPro Insurance, visit https://www.texproinsurance.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or...
Jun 16, 2023•56 min
In this episode, James talks with Torey Maerz , Founder, and CEO of Client Circle. To learn more about Client Circle, visit https://www.clientcircle.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints o...
Jun 09, 2023•1 hr
In this episode, James talks with Frank Sentner , Owner of Sentwood Consulting. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Frank shares about his ...
Jun 02, 2023•56 min
In this episode, James talks with Alexander Dopazo , Commercial Account Manager at Dopazo & Associates Insurance. To learn more about Dopazo & Associates Insurance, visit https://www.dopazoinsurance.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podc...
May 26, 2023•56 min
In this episode, James talks with Lani Cathey , CEO of XDimensional Technologies. To learn more about XDimensional Technologies, Inc, visit https://xdti.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complain...
May 19, 2023•42 min
In this episode, James talks with Oliver Connor , Board Member of NetVU. To learn more about NetVU, visit https://www.netvu.org/web . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilli...
May 16, 2023•31 min
In this episode, James talks with Mark Breading , Partner at ReSource Pro. To learn more about ReSource Pro, visit https://www.resourcepro.com/ Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favor...
May 12, 2023•47 min
In this episode, James and guest co-host Peter MacDonald talk with Aviad Pinkovezky , President of First Connect Insurance. To learn more about First Connect Insurance, visit https://www.firstconnectinsurance.com/ Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at pod...
May 05, 2023•58 min
In this episode, James talks with Matt Masiello , CEO of SIAA. To learn more about SIAA, visit https://www.siaa.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Epis...
Apr 28, 2023•1 hr
In this episode, James talks with Micah Salas , Senior Vice President of Christensen Group Insurance and author of The Business Insurance Playbook. To learn more about Christensen Group Insurance, visit https://www.christensengroup.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agen...
Apr 21, 2023•58 min
This one-off episode details James’ experience with payments vendor Ascend.
Apr 18, 2023•21 min
In this episode, James talks with Patrick McBride , Agency Owner of The McBride Agency. To learn more about The McBride agency, visit https://themcbrideagency.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, co...
Apr 14, 2023•54 min
In this episode, James talks with Kimi Donahue , Sr. Agency Success Manager at Openly. To learn more about Openly, visit https://openly.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favori...
Apr 07, 2023•53 min
In this episode, James talks with Stephen Sedlak , President of Workcompology. To learn more about Workcompology, visit https://workcompology.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your ...
Mar 31, 2023•45 min
In this episode, James talks with Wade Millward , CEO and Founder of Rikor. To learn more about Rikor, visit https://www.protectmyfranchise.com/ . Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your fa...
Mar 24, 2023•53 min
