Think Bar Rescue but for insurance agencies. Casey and Jessica discuss rehabbing an existing agency, have conversations with industry leaders in the trenches and address real-time process integration in a real agency.
Agency Ownership: Before You Take the Check with Kevin Panter
The offer to buy your insurance agency looks great. But have you read what happens when you want out? Kevin Panter joins Casey Nelson on Agency X for a candid conversation about agency ownership, the pressure to sell, and what owners could be giving up when they take the check. Kevin shares why he starts with the exit terms before considering any deal, and why feeling behind on technology doesn’t mean you need to sell your agency. We also get into how his team uses AI for policy comparisons, ...
30 Oct 2026
Margeaux Giles & A $10B Valuation‽
The rumored $10 billion sale of Applied Systems pulled back the curtain on private equity incentives, but the real takeaway is what it means for agency owners on the ground. Private equity rollups and aggressive acquisitions are running headfirst into an operational brick wall: fragmented data, disconnected systems, and shrinking margins. In this episode, Casey Nelson and Margeaux Giles, CEO of Irys Insurtech, deliver an unfiltered breakdown of the investment landscape, why legacy management ...
27 Oct 2026
Taylor Jones & The Culture of Intentional Development
Most independent agencies avoid building internship programs because they assume only national carriers have the training bandwidth to support college students. The truth is that waiting for seasoned talent to walk through your door is an expensive hiring trap. In this episode, Taylor Jones breaks down how independent agencies can stand up structured intern programs, tap non-insurance talent pools, and create organic talent pipelines that actually convert into full-time producers. Taylor J...
23 Oct 2026
Nostradamus: Jay Greene Predicted The Future!
Two AI agents. One insurance quote. Where does that leave your agency? On the first episode of Agency X, Jay Greene predicted a new business model: A-to-A—AI agent to AI agent. Sixteen days after that episode aired, a development involving Bold Penguin and Thimble looked a lot like what he described. Jay returns to explain how AI agents can exchange risk information and produce an insurance quote—and why independent agents should pay attention. The bigger question: What happens when your agen...
6 Oct 2026
Cybersecurity: Start Taking It Seriously
Ryan Smith, CEO of ReadyState Cybersecurity, shares insights on cybersecurity risks, best practices for agencies, and the future of AI safety. This episode highlights how insurance agents can protect their operations and clients in an increasingly digital world. Key Topics -Cybersecurity risks in insurance -Building a cybersecurity culture in agencies -Incident response planning and execution -Third-party risk management and vendor security -The impact of AI on cybersecurity and society Ta...
23 Sept 2026
ITC: InsureTech Connect & Free Will With Drake Slaikeu-Lawhead
What makes an insurance conference actually worth attending? In this episode of Agency X, Casey sits down with Drake Slaikeu-Lawhead, Head of Growth at InsureTech Connect (ITC) and the leader behind ITC Agents, to talk about what makes the insurance ecosystem, and the conferences built around it, so complicated. Drake breaks down how ITC Agents was created to give independent agents a more practical experience inside one of the largest insurance and technology events in the world. They talk a...
9 Sept 2026
AI: Crawl Before You Walk With Jay Greene & CAIC
Learn more about the CIAC program Learn more about Sonant's AI receptionist Most AI advice is already outdated before you finish reading it. Save this if you work in insurance - this is exactly why we built CAIC. If AI is moving this fast, the old “learn it once and you’re done” model does not work anymore. Jay Green said it best: you don’t need more hype. You need a way to actually understand AI, use it safely, and keep up as it changes.That’s what this certification is built for: St...
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