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
48 episodes
The AgencyCFO® Client Survival Metric™: Your Client Retention Secrets Revealed
Watch this episode on YouTube: https://youtu.be/pVPKZ5Ko5Ek 🚀 Industry Premiere: The AgencyCFO® Client Survival Metric™ — Your Client Retention Secrets RevealedWhat if the real problem in your agency isn’t what’s comi...
The Soft Market: The Market Is Changing — What’s Your Game Plan?
Watch this episode on YouTube: https://youtu.be/crE-I0UDSG4The market is shifting faster than expected, and many agencies are already feeling pressure. In this episode, Roe and Don break down what a soft market really ...
Inside the Build: AgencyCFO™ Intelligence Suite Dashboard 2.0
Watch this episode on YouTube: https://youtu.be/1aRUHPjYvDo This episode is a big one! We’re taking you behind the curtain on Dashboard 2.0!Roe, Don, and Adam w...
AgencyCFO™ Goes Human Intelligence for the Holidays
Watch this episode on YouTube: https://youtu.be/rVNpCHMlk8MThis special end-of-year episode of the Agency Navigators Podcast is a little different—in the best way. Instead of charts and spreadsheets, the full AgencyCFO™ team comes...
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AgencyCFO™ + Alliance Insurance Services: Where Financial & Operational Excellence Come Together
Watch this episode on YouTube: https://youtu.be/-H68BYPMKJwIn this Expertise Files episode, Don and Roe sit down with someone who has become far more than a client over the years — Christopher Cook, President of Alliance In...
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 ...
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...
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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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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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...
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
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...
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...
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...
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...
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...
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 ...
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. ...
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...
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...
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.
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...
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 ...
