Should I give my clients my personal cell number ?

In this weeks Episode, I got the chance to talk to my brother, my homie, my main man, Casey Nelson of Agency X and Eclipse Insurance. We talked about a major career shift, returning to the agency side with Eclipse Insurance, and why that move is giving him a new lens on what  works and what doesnt inside an agency. They also dig into Agency X, Casey and Jessica Holder’s upcoming behind the scenes podcast about fixing real agency problems in real time. Think, Reality TV meets VLog, meets Podcast, and all rolled into some entertaining and Educational Content built for insurance agencies.

A big part of the conversation centers on the tension between old school workflows, modern automation, and AI, plus how agencies can adopt technology without creating chaos. Let me be real , this one gets SPICY, QUICK!!

Timestamps

00:00 - Welcome to Insurance Town and sponsor rundown

02:25 - Casey joins the conversation and catches up with Heath

08:51 - Why agency owner alignment on process is non negotiable

09:46 - Paper workflows, printed emails, and missing documentation

14:07 - Why no insurance tech is truly ready out of the box

15:04 - Preparing clients for AI driven service changes

20:28 - Front door theory and getting everything into the ecosystem

22:24 - Why agents should stop using personal cell phones for business

24:14 - Relationship business vs order taker mentality