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
34 episodes
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
S2E3: Ensuring the Success of Young Insurance Talent
You’ve thought about or have actually made the investment in hiring young talent, now what?Do you have a development plan for success or is the plan to wing it – they’ll understand eventually, right?Wrong. Potential for success st...
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Season 2
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Episode 3
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18:20
S2E2: Your Burnout is Hurting Your Team
We get it. You’re a driven agency owner and the agency’s success is on your back. You’re probably tired and often go through periods of being completely burnout.When is the last time you took a step back and reflected on your role in the...
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Season 2
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Episode 2
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14:36
S2E1: Keep Your Eye on the RESULTS
Agency Owners and Principals– this episode is for you. Information out there to help you run your agency is endless and right at your fingertips! As a business owner there is always something shiny, new, or “innovative”, with the ho...
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Season 2
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Episode 1
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12:00
Welcome to Season 2!
We’re back!Thank you to everyone who offered us feedback on Season 1. We listened and are back this season with not only financial wellness tips, but growth and organizational strategies.To our clients, partners and friend...
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Season 2
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Episode 0
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1:10
14: Three ACTIONABLE Growth Tips for 2021
The #AgencyNavigators welcome their first guest: RD Advisory Group’s Growth Advisor, Cayla Carrillo.Cayla is kicking the year off with THREE TIPS for GROWTH in 2021. Yes, three, easy ACTIONABLE tips. Gr...
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Season 1
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Episode 14
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15:58
13: The Growth Predictor | Sales Velocity
We’ve heard a common focus for insurance agencies in 2021, GROWTH.Before setting growth targets, the #AgencyCFO recommends measuring your team’s SALES VELOCITY. This metric is one of the best predictors for future earned growth...
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Season 1
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Episode 13
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9:41
12: Agency Owners, Are You Getting Paid Enough?
We’ve talked about why you should separate your personal and agency finances, but we’ve never talked about how much or exactly HOW to actually pay yourself. On this episode, the Agency Navigators discuss the magic formula on ...
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Season 1
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Episode 12
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12:15
11: The Lead Domino
As a kid, did you ever line up your dominoes and let them fall? Ironically, as adults we can actually BENEFIT from playing with dominoes the same way as we did as children. On this episode, the Agency Navigators share in...
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Season 1
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Episode 11
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12:05
10: Your Agency is Not a Bank, Separate Your Finances
It’s the gray area that no one really talks about… complete separation of personal and agency finances. Agency owners, we get it. It’s your agency and your money, so why are we even talking about this topic?As the agency owner, it’s your...
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Season 1
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Episode 10
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15:23