Agency Intelligence: The Insurance Podcast Network

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 they break down how a renewal intelligence platform can analyze policies, trigger quoting based on premium changes, and create contextual client communication automatically. Their discussion highlights how these capabilities free up staff to spend more time with clients while opening the door to new levels of retention and operational scale. Key Topics: Evolution from RPA to AI-driven capabilities Building a renewal intelligence platform for agencies Policy analysis across key coverage variables Automated quoting triggered by premium change thresholds Personalized communication for retention and cross-sell Shifts from personal lines to small commercial automation Differences in margin and complexity across business segments Trust, accuracy, and model limits in production workflows AI adoption timing, economic cycles, and industry expectations Reach out to: Jackson Fregeau Jason Cass Visit Website: Quandri Agency Intelligence Produced by PodSquad.fm

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, honest kind we whisper to ourselves when no one’s listening. Erik shares two personal moments that reshaped how he thinks about goal setting, including the year Dr. Matt Morris bluntly told him, “You just made a bad goal,” and the overly ambitious golf objective that nearly convinced him to quit the game altogether. These stories spark a bigger conversation about why we so often overestimate what we can accomplish in the short term and underestimate what we’re capable of over the long haul. In the second half of the episode, Erik unpacks a healthier, more realistic framework for pursuing goals — especially financial ones. Instead of obsessing over hitting a number by a certain date, he encourages listeners to think of goals as direction and objectives as the checkpoints that keep them moving forward. Erik explores why grace, awareness, and better-designed goals lead to more progress and less burnout. If this episode resonates with you, share it with someone who needs a fresh perspective on goal setting, and make sure you’re following the show for more conversations that help you move toward a wiser, more intentional financial life. Episode Highlights: Erik discusses why traditional goal-setting frameworks and New Year’s resolutions aren’t the focus, emphasizing the frustration goals often create. (01:10) Erik shares the moment Dr. Matt Morris looked at him and said he had simply made a bad goal, reframing how he viewed falling short. (02:30) A reminder surfaces about how people consistently overestimate short-term capacity and underestimate long-term potential. (04:00) Erik explains why he now treats goals as directions rather than destinations, using the New York-to-England swimming analogy. (05:30) Erik shares how an overly ambitious summer golf goal led to frustration and helped him rethink the difference between goals and objectives. (07:00) Financial goal setting follows the same pattern, as unrealistic expectations often lead to shame, frustration, or giving up entirely. (09:10) Two core takeaways: create better directional goals and recognize the bias of misjudging short- and long-term potential. (10:40) Why having someone walk alongside you, such as a financial planner, helps maintain direction and adjust objectives over time. (11:40) Erik encourages listeners to share the episode and continue reframing their approach to goal setting. (13:40) Key Quotes: “ I've stopped treating goals like a destination, like something I have to reach. Instead, I think of them like a direction.” - Erik Garcia, CFP®, ChFC®, BFA™ “  You're not failing your goals, your goals just might need a reframe. Fix the direction, adjust the objectives, and trust the long-term journey.” - Erik Garcia, CFP®, ChFC®, BFA™ “ Set better goals, not bigger ones, not more detailed ones. Better ones. Goals that orient you long-term, meaningful directional goals, and then backfill that with objectives that guide your ” - Erik Garcia, CFP®, ChFC®, BFA™ Resources Mentioned: Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

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 the Applied Conference, where Doug breaks down how strategic clarity guides agencies through rapid technological change. Drawing from his years at McKinsey and his work at Applied Systems, he shares the decisions, mentors, and personal experiences that continue to influence his approach to leadership and industry impact. Key Topics: Understanding strategy through hard-to-reverse decisions Top-down thinking and identifying value-producing objectives Overcoming analysis paralysis in agency decision-making Mentorship philosophies and leadership growth Mindsets that shape personal and professional confidence People-driven execution of technology and data Navigating industry transformation and accelerating change Insurance access, protection gaps, and real-world impact Bold thinking and envisioning long-term industry progress Reach out to: Doug McElhaney Jason Cass Visit Website: Applied Systems Agency Intelligence Produced by PodSquad.fm

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 December 2025 front cover of Rough Notes Magazine.  Key Topics: Mark’s reaction to being selected for the Rough Notes Magazine front cover  Trailstone’s growth from a small agency to a large operation after shifting strategy in 2017–2018 Building automation in 2019 and writing more than 50 million in new personal lines premium Moving from purchased leads to strong inbound through social media, YouTube, and referral partners A sales process centered on homeowner targeting, education, and retention systems Operating fully inside HubSpot for AMS, CRM, communication, and workflow management Leveraging offshore teams, automation, and Traction accountability charts to support scale and culture Reach out to: Mark Rodgers Jason Cass Visit Website: Trailstone Insurance Rough Notes Magazine Produced by PodSquad.fm

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 Executive Sessions conversation that explores how a 25-year industry leader balances instinct, data, technology, and people. Drawing from work across global operations, insurance services, and Cogneesol’s transition into IT-enabled solutions, Ashim breaks down the mindset required to lead teams, solve problems, and build systems that stand up to change. Key Topics: Early influences and lessons from past mentors Transition from instinct-driven work to data-informed decision-making Evolution from BPM services into technology-led solutions Strategic thinking versus operational execution AI use cases and why processes must be fixed first Supporting agents, carriers, MGAs, and legal service clients Leadership strengths, weaknesses, and personal growth The role of global operations and continuous adaptation Travel, culture, and perspective gained across markets Reach out to: Ashim Khurana Jason Cass Visit Website: Cogneesol Agency Intelligence Produced by PodSquad.fm

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 teams. Vlada breaks down how SUPERAGENT’s AI personas create realistic roleplay for new producers, how the real-time sales co-pilot improves conversion rates for experienced reps, and how their outbound AI agent can qualify leads, gather data, and follow workflows with almost no integration. She also discusses how agencies are using the platform to gain visibility into performance, deliver personalized coaching, and turn months of training into days of meaningful progress. If you want a clear, practical look at how AI is actually improving insurance sales—not just adding hype—this episode delivers a firsthand view of what’s possible. About Insurance Shoptalk: Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/. If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

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™, ChFC®, at Garcia Insurance Services, to talk about life, death, and everything in between. Gio, who received a double lung transplant just two years ago, shares his remarkable story of resilience and faith. From being told as a child that he wouldn’t live past 40 to defying all odds and thriving in his late 40s, Gio opens up about what it’s like to face mortality head-on—and how that perspective reshapes every part of life, including how we plan for the future. In this powerful conversation, Gio and Xavier discuss the emotional and practical sides of end-of-life planning, from having honest family conversations to getting your estate in order. They explore what it means to prepare for death while choosing to live fully—with gratitude, purpose, and hope. Gio’s story reminds us that wise planning isn’t just about money; it’s about love, legacy, and peace of mind. Share this episode with someone who needs encouragement to face life’s hardest truths with courage and grace. Episode Highlights: Gio discusses growing up with scleroderma, reconstructive surgeries, and the impact of bullying in his teenage years. (02:48) Gio shares how marriage and becoming a father transformed his outlook and fueled his desire to create a strong family legacy. (04:12) Gio discusses the emotional weight of planning for his family while living with limited life expectancy. (05:42) Gio explains the miracle of receiving a transplant call just one week after being placed on the list and the frantic race to the airport. (08:58) Gio recounts the airport gate reopening and his arrival in Houston before the organs, describing it as the first of many miracles. (14:08) Xavier emphasizes how essential it is to account for different scenarios when building a solid financial strategy. (18:18) Gio explains how he and Erik Garcia planned for financial and business continuity, including wills, trusts, and contingency strategies. (19:20) Gio reflects on the importance of legacy, emphasizing character, faith, and the example he hopes to leave for his children. (20:33) Xavier highlights how many families struggle to address conversations about wills, directives, and preparing for the unexpected. (24:58) Gio encourages listeners to confront difficult conversations about death, wills, and family preparedness. (25:36) Gio affirms that his faith is now “stronger than ever,” describing how the journey reshaped his belief. (28:41) Xavier encourages listeners to begin planning early and communicate the legacy they want to leave. (29:38) Key Quotes: “My actual transformation to a more concentrated person, and being a productive person and being someone happened when my kids were born, that completely changed my way of thinking, because to me, family, it's very important.” - Giovani Arenas “There were so many things that happened that have no explanation except the power of God working in the process, you know. And if I have to say something now is, I believe more now than before.” - Giovani Arenas

How do you build a 26-year career around storytelling, culture, and servant leadership while staying relevant through every wave of change? Jason Cass sits down with Peter Van Aartrijk, Senior Vice President at Aartrijk, for an Executive Session recorded live at Applied Net in Las Vegas. From his early years as a journalist to building a respected insurance branding firm, Peter shares the mentors, moments, and lessons that shaped his leadership. Together, Jason and Peter explore the evolution of insurance communication, the meaning of servant leadership, and how authenticity keeps brands relevant through decades of change. Key Topics: Mentorship and lessons that shaped a lifetime in communication Building Aartrijk and defining leadership through service The human side of executives and agency culture Staying creative and relevant through 26 years of change The written word and the craft of storytelling in modern marketing Navigating technology, branding, and the pace of transformation AI’s role in communication, authenticity, and content creation Mindset shifts from hard work to meaningful impact Purpose, humility, and human connection in leadership Reach out to: Peter Van Aartrijk Jason Cass Visit Website: Aartrijk Agency Intelligence Produced by PodSquad.fm

Would your P&C agency benefit from nearshore or offshore back-office solutions? Find out more in this episode of Insurance Shoptalk! In this episode, host Eric Stein is joined by guests Mark Stetson and Henderson Watkins from Solvo Global. They share more about Solvo Global and their many services for P&C agencies, like processing certificates, scrubbing accords, forwarding policy information, and handling reinstatements and cancellations. Eric, Mark, and Henderson also delve into the differences between offshore and nearshore service, and how they differ in cost savings, productivity benefits, and more. To learn more about Solvo Global, find them online at www.solvoglobal.com About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. If you enjoyed this episode of Insurance Shoptalk, follow us on our social media pages to learn the latest on commercial insurance industry.

What happens when one of the industry’s most influential voices decides to rebuild from the ground up?  Jason Cass sits down with David Carothers, Founder of Florida Risk Partners and Creator of The Protégé, for a conversation that dives into what it really takes to evolve. David shares how his agency found explosive growth in personal lines, why transparency is the new superpower in carrier relationships, and how mentorship, leadership, and technology are shaping the next era of independent agencies. Key Topics: Rebuilding agency operations from the inside out Expanding into personal lines with purpose and systems Lessons learned through automation, lead flow, and scalability How transparency drives better carrier relationships and appointments Training the next generation through The Protégé Creating diversity and representation across the industry Building Producers in Paradise into a signature event Balancing leadership, family, and long-term agency vision Why mentorship and innovation remain the foundation of growth Reach out to: David Carothers Jason Cass Visit Website: Florida Risk Partners Killing Commercial The Protégé Agency Intelligence Produced by PodSquad.fm

No doubt you were hired to sell insurance. But did your agency leadership make you FIRST prove that you can prospect to set appointments? I would suspect probably not. And, that's why so many insurance producers fail and don't make it -- or at least why they don't make enough money. They are good at relationship building and closing business, but they just can't set enough appointments. In this throwback episode of the Millionaire Insurance Producer podcast, host ⁠⁠Charles Specht⁠⁠ will talk about what you need to start saying in order to set more new business appointments with your prospects. After all, prospecting is a numbers-game but selling insurance is a relationship-game. Key Topics: The dual careers in insurance: prospecting versus selling insurance. Why poor prospecting skills often lead to failure and how to fix them. The importance of a defined process for setting appointments. Overcoming objections like gatekeepers and timing issues. Crafting simple, relatable messaging to connect with prospects. Balancing numbers in prospecting with relationships in selling insurance. Refining prospecting skills or outsourcing to avoid stagnation. Reach out to  ⁠⁠Charles Specht⁠⁠ Visit: ⁠⁠Permission Network⁠⁠ Produced by ⁠⁠PodSquad.fm

In this episode of Insurance Shoptalk, host Eric Stein sits down with Terry McLean, CEO of SageSure, to discuss how the company has built one of the largest independent property insurance platforms serving catastrophe-exposed markets. Terry shares insights into navigating the hardest property market in decades, managing risk in wildfire and coastal regions, and balancing technology with hands-on underwriting and claims operations. From Florida’s ENS market to California’s wildfire challenges, this conversation reveals how disciplined underwriting, data-driven modeling, and long-term relationships with agents help SageSure thrive where others retreat. Tune in for a candid look at the future of homeowners insurance, reinsurance cycles, and what agents can do to succeed in high-risk markets. About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/ If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

Jason Cass sits down with Dana Coates, CEO and Director of Strategic Partnerships at UWIB Risk & Insurance Solutions, for an Executive Session recorded live at Accelerate to discuss mentorship, generational leadership, and the importance of letting new leaders grow through experience. Together, they explore how patience, trust, and lifelong learning shape success in the insurance industry. Key Topics: Transitioning agency ownership and leadership to the next generation Mentoring younger leaders through patience, trust, and restraint Lessons from building UWIB across multiple states and generations The importance of allowing others to learn through mistakes and challenges Balancing family, faith, and professional growth through leadership change The evolving role of mentorship in shaping agency culture and vision How resilience and lived experience create lasting impact in leadership Maintaining a lifelong learning mindset through every stage of a career Humanizing executives and preserving authenticity in leadership transitions Reach out to: Dana Coates Jason Cass Visit Website: UWIB Risk & Insurance Solutions Agency Intelligence Produced by PodSquad.fm

Check out:⁠⁠ https://permissiongroup.com/permission-producer-school/⁠⁠ Imagine setting twice as many new business appointments with your prospects, tripling your win percentage, writing more accounts, writing larger-revenue generating accounts, and winning most (all?) of these new clients by signed Broker of Record Letter, rather than going through a normal quoting process. Sound to good to be true? Well, it's not. It's exactly what I teach and train my Producer clients to do. And, in this throwback podcast interview, host ⁠⁠Charles Specht⁠⁠ will tell you what the one thing is that you need to do FIRST in order to make all of this come true. Key Topics: The importance of choosing a micro-niche  How a focused niche helps create effective scripts, marketing, and branding Aligning your niche with your carriers' preferred markets for better results Examples of agents succeeding by specializing in unique industries Why focusing on fewer, high-value clients is more effective than spreading too thin How micro-niching increases trust and helps you secure more broker of record letters Avoiding the trap of dabbling by fully committing to a niche for greater success Reach out to  ⁠⁠Charles Specht⁠⁠ Visit: ⁠⁠Permission Producer School⁠⁠ ⁠⁠Permission Network⁠⁠ Produced by ⁠⁠PodSquad.fm

In this episode of Insurance Shoptalk, host Eric Stein of Insured Solutions speaks with Bob Butts of Alternative Comp Solutions (ACS) about Ohio’s newly approved Alternative Employer Organization (AEO) program—an innovative alternative to the state’s traditional Bureau of Workers’ Compensation system. They discuss how this new model allows agents to finally earn commissions on workers’ comp, helps employers save 20–30% on premiums, introduces a convenient pay-as-you-go billing structure, and simplifies claims management. The conversation also explores how AEOs differ from PEOs, what agents need to know about the AC3 form and quoting process, and why this change opens major opportunities for agencies across Ohio. About Insurance Shoptalk: Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/ If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

In this episode of Insurance Shoptalk, guest Jamie Fortier from isolved joins host Eric Stein to discuss how insurance agents can expand into payroll services through flexible referral and white-label models. Jamie explains how isolved supports agents with full back-office operations—from payroll processing to tax management—allowing them to grow revenue without adding staff. The conversation dives into isolved’s focus on enhancing employee experience, the advantages of consolidating services under one provider, and strategies for protecting core insurance business while building new income streams. Tune in to learn how payroll partnerships can help agencies strengthen client relationships and scale their service offerings. About Insurance Shoptalk: Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/ If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

In this episode of Stuff About Money They Didn’t Teach You in School, hosts ⁠Erik Garcia⁠, CFP®, ChFC®, BFA™, and ⁠Xavier Angel⁠, CFP®, ChFC®, CLTC®, tackle a hard truth — sometimes, the biggest threat to our financial health isn’t the economy, it’s the lies we tell ourselves. From “I’ll save when I make more” to “I deserve this purchase” and “I can time the market,” Erik and Xavier break down how these self-deceptions quietly shape our spending, saving, and investing habits. They’ll also reveal how these internal narratives may be fueling the stress behind alarming stats showing that 58% of Americans feel their finances are in crisis and 47% say money negatively affects their mental health. Digging deeper, they unpack the psychology and emotion behind each lie and how believing them keeps us stuck — overspending, under-saving, and second-guessing our investments. You’ll hear relatable stories, practical tips, and a few laughs along the way as Erik and Xavier guide listeners toward replacing financial fiction with truth. Whether you’re guilty of lifestyle creep, emotional spending, or chasing market timing, this conversation will challenge you to confront your money myths and live the Plan Wisely Way. Be sure to follow the show, share it with a friend, and leave a review if you enjoy the episode. Episode Highlights: Erik connects Xavier’s story to financial behaviors that can lead to crisis and introduces “three money lies” people tell themselves. (08:00) Together, Erik and Xavier unpack the first lie: “I’ll save more when I make more,” discussing paycheck-to-paycheck realities and intentional saving habits. (11:00) Xavier challenges excuses around spending, encouraging listeners to align money use with what truly matters. (14:00) Erik emphasizes starting small, automating savings, and prioritizing goals that match personal values. (18:00) Erik and Xavier move to the second lie, “I deserve this,” exploring emotional spending, debt, and budgeting for wants versus needs. (20:00) Erik shares strategies to manage impulse buys and highlights the power of financial planning rooted in discipline and purpose. (24:00) Xavier discusses intentional spending on meaningful experiences and maintaining balance between enjoyment and prudence. (26:00) The third lie, “I can time the market,” introduces a conversation on emotional investing and long-term financial discipline. (28:00) Erik and Xavier reminds listeners that honest reflection, planning, and value-based choices lead to stronger financial wellbeing. (31:00) Key Quotes: “There’s lies that we tell ourselves about money. We're all guilty of this. Just some are guilty of it at different levels. Levels that are more material than others.” -  Erik Garcia, CFP®, ChFC®, BFA™ “Create that strategy, take a look at what your finances are, know what’s important to you, and then make those decisions.” - Xavier Angel, CFP®, ChFC®, CLTC® “Saving is like a muscle. And the more you use it, the stronger it gets. The more you save, the easier it gets to save. And I think people just need to start.” -  Erik Garcia, CFP®, ChFC®, BFA™ Resources Mentioned: ⁠Erik Garcia, CFP®, BFA⁠ ⁠Xavier Angel, CFP®, ChFC, CLTC⁠ ⁠Plan Wisely Wealth Advisors⁠

Technology is reshaping insurance and redefining leadership. Jason Cass welcomes Daniel Hom, Chief Technology Officer at Symphony Risk Solutions, for an Executive Session live from NetVu Accelerate. Together, they explore how the rapid pace of AI, cybersecurity, and automation are transforming the industry, and why the next generation of agency leaders must think like technologists as much as business builders. Key Topics: Daniel shares his 25-year journey in insurance technology and rise to CTO. The difference between a CIO and CTO and why smaller firms often merge the roles. Why even small agencies will soon need dedicated tech leadership or managed service partners. How insurance technology has shifted from stagnant to fast-paced innovation. The growing challenge of evaluating which InsurTech solutions will last. Daniel’s perspective on AI as a force that will reshape, not replace, the insurance workforce. Jason and Daniel discuss how automation will let humans focus on connection and creativity. Leadership lessons from mentors who taught Daniel the value of openness and courage to fail. How Symphony Risk Solutions is integrating AI partnerships while fostering team-driven innovation. Reach out to: Daniel Hom Jason Cass Visit Website: Symphony Risk Solutions Agency Intelligence Produced by PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Brett Merrill, CEO of Merrill Insurance, the agency featured on the November 2025 front cover of Rough Notes Magazine.  Key Topics: The honor of Merrill Insurance being featured on Rough Notes Magazine Carrying forward a century-old family agency and honoring his father’s legacy Building an agency culture rooted in relationships and community impact The power of mentorship and lessons from Brett’s mentor, Ken Hoffman What Brett’s battle with cancer taught him about leadership and team resilience Investing in people and creating internal missions that strengthen culture Generational differences in values and how they shape modern agency leadership The importance of executing ideas and empowering others to lead Redefining marketing through personal connection rather than budget size Why focusing on people first is the ultimate growth strategy for any agency Reach out to: Brett Merrill Jason Cass Visit Website: Merrill Insurance Rough Notes Magazine Produced by ⁠⁠PodSquad.fm⁠⁠

Executive Sessions focus on the person behind the position, and that’s exactly what happens here. Jason Cass sits down with Keith Savino, Managing Partner at Trucordia, live at Accelerate. With over three decades in the business, Keith shares lessons from his journey through five agencies, the evolution of insurance tech from green screens to AI, and why servant leadership and collaboration still drive the industry forward. Key Topics: The insurance industry’s “inside baseball” pace and why it only feels slow from the stands. How community, collaboration, and consensus have fueled decades of industry progress. Mentorship and servant leadership lessons from Mike Stein and other early influences. Building success by putting others first and leading with purpose. From green screens to AI and Keith’s early days implementing technology in the late 1980s. The evolution of transactional filing and how it shaped modern agency efficiency. Predictions for 2030, including responsible AI adoption, data analytics, and rethinking the modern workplace. Keith’s OPA (Operations, Payroll, Acquisition) model for building profitable agency structures. Why success in the next decade depends on smarter data, collaboration, and mindset. Reach out to: Keith Savino Jason Cass Visit Website: Trucordia Agency Intelligence Produced by PodSquad.fm