Rough Notes Front Cover, December 2025: Mark Rodgers, Trailstone Insurance
Description
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
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