Agency Navigators™
Welcome to the Agency Navigators Podcast! Hosted by AgencyCFO™. With best practices as our guide, our team integrates financial, organizational and growth excellence within independent insurance agencies across the United States. We have one mission: navigate independent insurance agencies to higher GROWTH, PROFIT, AND VALUE. Tune in for guidance on navigating your agency forward.
Episodes
43 episodes
S4E17: Value Creation & Measurement - Keeping Score
Watch this episode on YouTube: https://youtu.be/QiaLQlsa1xs How do you really know if your agency is winning? In this episode of Agency Navigators, Roe and Don unpack the true scoreboard every agency owner should be ...
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17:24
S4E18: Expertise Files: The Value of Industry Connections - How AgencyCFO™ and APP unite to serve!
Watch this episode on YouTube: https://youtu.be/t6RaQW_xY1s In this episode of Agency Navigators, Roe, Don, and Cayla team up with Kelly Donahue-Piro of Agency Performance P...
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48:11
S4E17 Inertia: The Force Moving Your Agency Forward
Watch this episode on YouTube: https://youtu.be/tHk8vDmDJ0g Ever feel like your agency is stuck in neutral? In this episode of Agency Navigators, Roe, Don, and Cayla break down the concept of inertia—what keep...
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20:23
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S4E16: Collaborative Insights: AgencyCFO™ + Lauren at Kite Technology
Watch this episode on YouTube: https://youtu.be/jjbj5rOgo7UIn this episode of Agency Navigators, Roe and Don sit down with Lauren Roberts from Kite Technology Group to explore the critical foun...
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Season 4
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Episode 16
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23:45
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A Special Re-Release: Unlocking the Advisor Mindset with Larry Linne
You don’t sell a lot of insurance without giving great advice. In our latest Expertise Files episode, Larry Linne breaks down what separates a producer from a true advisor—and why consulting your future self may be the mindset shif...
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42:10
S4E15: Financial Housekeeping - Strategies for Year End Success
Watch this episode on YouTube: https://youtu.be/PjZzHHRY8pMAvoiding financial “surprises” in the new year starts before December. The AgencyCFO™ team breaks down the critical steps you need to take now
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17:54
S4E14: The Power of an EA (Executive Assistant)
Watch this episode on YouTube: https://youtu.be/A5hkjuWfUyYWhat do we mean when we say, “We’ve got a Jamie for that”? It’s about having a teammate who just gets it—someone who bridges the gaps, lightens the load, and k...
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21:52
S4E13: Behind the Scenes - How We Successfully Rebooted the Agency Navigators Podcast
Watch this episode on YouTube: https://youtu.be/W8doZ-tpCSk Agency Navigators started as a COVID-era project that eventually lost momentum. With Adam Bushey taking on the roll...
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20:19
S4E12: Expertise Files: Insights from Larry Linne
You don’t sell a lot of insurance without giving great advice. In our latest Expertise Files episode, Larry Linne breaks down what separates a producer from a true advisor—and why consulting your future self may be the mindset shift...
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42:10
S4E11: AI vs Human Intelligence: Balancing Technology and Human Touch in Insurance Agencies
Watch this episode on YouTube: https://youtu.be/GGAGltyUJgk AI is powerful—but it’s meant to enhance human intelligence, not replace it. We see too many agencies get caug...
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14:17
S4E10: Expertise Files: Avoiding the Bad Producer Hire
Watch this episode on YouTube: https://youtu.be/-2xcslmmhX8 Where do you even start when hiring a new producer—and how do you justify the investment? There are ple...
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20:20
S4E9: The Magic Ratio
Watch this episode on YouTube: https://youtu.be/bcbXEG-U_TE How healthy is your agency’s growth trajectory? Are you gaining ground—or losing it? The ACFO Magic Ratio answers both of ...
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12:40
S4E8: Industry Benchmarking: The Good, the Bad and the Ugly
Watch this episode on YouTube: https://youtu.be/h12wAl8B8gE The good, the bad, the ugly—and why your perspective on industry benchmarking matters. ...
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14:54
S4E7: Are Your Agency's Financials Sophisticated Enough?
Watch this episode on YouTube: https://youtu.be/Dg5fzZdPhhQIs your agency outgrowing the startup mindset—but still running with startup-level financial reporting?In t...
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20:20
S4E6: Don't Get Bored with the Core
Watch this episode on YouTube: https://youtu.be/dTLv2piKPtIStaying focused on the core of selling is key to long-term agency success. While the initial spark may fade, consistent sales efforts fuel your growth, stability, a...
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Season 4
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Episode 6
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16:38
S4E5: The Gravitational Pull of the Agency Owner
Watch this episode on YouTube: https://youtu.be/ngxGSGtuL9s✨ What kind of gravity do you create as a leader? ✨In this episode, Roe and Don unpack the often-unseen influence leaders have within their agencies.
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10:48
S4E4: Cutting the Cord - When to Cut Ties with a Producer
Watch this episode on YouTube: https://youtu.be/Tt-uVbqgtOYIn this episode, Roe, Don, and Cayla break down the tough decision many agencies face when a producer isn't the right fit. They explore the challenges through three key le...
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Season 4
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Episode 4
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26:17
S4E3: The Real Magic is the Cadence
Watch this episode on YouTube: https://youtu.be/oo_0JbgjOL4Don and Roe are joined by CFOs, Cayla Carrillo and Shawna Cook, for a collaborative explanation of the “1-2 Cadence” in this episode of the Agency Navigators podcast. See ...
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Season 4
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Episode 3
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21:02
S4E2: Agency Acquisitions
Watch this episode on YouTube: https://youtu.be/3hT0uM-4pZ0This episode of the Agency Navigators podcast focuses on what Day 2 really looks like after acquiring an agency. Roe and Don are joined by Chip and Ted Gibson, th...
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Season 4
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Episode 2
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30:31
S4E1: Managing the Most Valuable Asset
Watch this episode on YouTube: https://youtu.be/aqqRT5Dti3IJoin us as we kick off Season 4 of the Agency Navigators podcast talking about every agency’smost valuable asset, and the common misconceptions and mistake...
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Season 4
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Episode 1
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20:02
S3E4 - Agency Influence With Austin Moorehead
Watch this episode on YouTube: https://youtu.be/aYjhEFptPjgOn this episode of the Agency Navigators podcast, Roe and Don spotlight the power of ‘find a way to ...
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Season 3
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Episode 4
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17:26
S3E3: Agency Experience With Mark Rodgers
Watch this episode on YouTube: https://www.youtube.com/watch?v=mK2Io5s-AHMRoe and Don traveled over the river, through the SNOW and just shy of 2,000 miles to host Mark ...
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Season 3
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Episode 3
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22:14
S3E2: The Looming Change
Watch this episode on YouTube: https://www.youtube.com/watch?v=vyJO_sj5HXYIn this episode of the Agency Navigators podcast, Roe and Don Polczynski discuss th...
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Season 3
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Episode 2
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13:50
S3E1: The OG Fractional CFO
Watch this episode on YouTube: https://youtu.be/7b4S1SNFM9ASurprise! We’re back with a special mini season of the Agency Navigators Podcast by AgencyCFO™! In this episode of Season 3, let’s start by taking a trip ba...
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Season 3
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Episode 1
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16:24
S2E4: Bringing Out the Best in Your Agency
Since 1993 Reagan & Big “I” have conducted the “Best Practices Study.” Year over year they have provided valuable insight into the performance of agencies across the country, ranging from under $1.25M to over $25M. The 2021 Best Practices S...
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Season 2
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Episode 4
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16:59