In this episode of Agency Intelligence, James Castell joins guest host Mike Crowley. James talks about how he successfully joined a family agency by opening a new product division in their agency and within 10 years is awarded one of Liberty Mutual's agent of the year awards. Episode Highlights: James shares how he got into the insurance industry. (2:43) James mentions how the give and take with his father went. (8:39) James shares how he was able to turn a Medicare supplement agency into an agency of the future in less than ten years. (17:38) James explains what they created for Medicare clients. (21:43) James gives a piece of advice to those who can’t make a change in their family agency. (35:00) James mentions their long-term vision. (39:56) Which does James prefer, audiobooks or podcasts? (42:07) Does James prefer remote work or office work? (43:12) Key Quotes: “I think as things digitize and move forward, and people go that route and want simplicity and want all the ease, there's still going to be a niche for us to carve out of people who care.” - James Castell “As a second generation, if you don't have buy-in from the first, that you are doing something for the betterment of the agency... then, there needs to be some bigger, bigger bricks moved.” - James Castell “If you're not seeing eye to eye that you're both doing things for the best thing for the agency, that's a problem. You need to sort that out before you need to digitize or get texting, or all that.” - James Castell Resources Mentioned: James Castell LinkedIn Castell Insurance Reach out to Mike Crowley Agency Intelligence

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