Embracing The Future To Build Healthy Agencies with Jason Cass

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Jason Cass, Founder of Agency Intelligence. Jason and Teresa talk about technology and how agencies can embrace it for a smoother operating office. Episode Highlights: Jason shares his journey and how, over the last five to ten years, he has truly settled into who he is in the insurance world. (2:11) Jason believes that his 2015 book "Customer Service Is Just For Play" is still relevant today, except that the tools mentioned in the book now use technology. (5:11) Jason discusses how he came up with the concept for IndieTech 2023, where agents can come to find the technology that is right for their business. (8:30) Jason explains that with AI technology inside their browser, people don't need API’s, integrations, or to go from one program. (13:06) Teresa discusses why agents must be forward-thinking, particularly when it comes to technology that bridges the gap between speed and information availability. (14:58) Jason explains that embracing AI technology is not a bad thing because it will improve what people do and make things easier. (16:49) Jason discusses the different activities planned particularly for IndieTech carriers and vendors at IndieTech 2023. (19:46) Jason explains how he creates a conference environment that isn't too overwhelming for agents. (21:38) Jason discusses Mitch Gibson and Krista Kautz's IndieSales for Young Agents agenda for the first day of IndieTech 2023. (25:13) Teresa mentions that one of her main goals is to be able to build a great agency where her staff and clients are happy and fulfill their goals. (32:18) Jason explains how easy technology can be. (34:12) Jason discusses how and where to find out more about the IndieTech 2023 conference and how to register. (36:59) Key Quotes: “When we did Agents Influence, it is important to know, this is still my motto and slogan today: It's to create forward changing momentum in the greatest industry God ever created by giving a voice to those who have no voice.” - Jason Cass “You've got to be an insurance agent, you've got to know what's going on to make and create software. So what we are seeing, we're starting to see a lot of independent agents who are making software for us.” - Jason Cass “AI is going to help you, it's going to know what you're doing and where you're going to be going. And it's going to be built right into your browser. It's going to be your buddy that's going to help you every day. I promise, it's coming and it's not far away.” - Jason Cass Resources Mentioned: Jason Cass LinkedIn IndieTech 2023 Agency Intelligence Virtual Intelligence Contact Teresa Kitchens Sterling Insurance Group