Title reps don't need another mountain of data; they need to know exactly when that data creates an opportunity. In this episode, Mike Simon explains why real-time signals, intentional automation, and AI work best when they support rather than replace the human relationships that drive title sales. Tune in to learn how better timing, smarter prospecting, and meaningful outreach can help title professionals stop chasing the past and start winning what's next.

What you'll learn from this episode

• Why historical transaction data falls short

• The biggest mistake with automation

• How timely data creates better conversations

• What real estate agents actually want from title partners

• A competitive advantage of combining technology with human connection

Resources mentioned in this episode

• Salesforce

• HubSpot

• ListReports

• AgentBrief Buyer Trend Analysis

• AgentBrief F.A.M.E. Framework

• Title Reps Only (TRO)

• The Boys In The Boat by Daniel James Brown | Paperback, Hardcover, and Kindle

About Mike Simon

Mike Simon is the founder of AgentBrief, a technology platform designed to help title professionals and real estate agents strengthen relationships and stay informed with timely, actionable market intelligence. Drawing on his experience in technology, sales, and the title industry, Mike focuses on using data and automation to make business development more efficient and meaningful. Through AgentBrief, he helps title agents deliver relevant insights to their real estate partners, create more valuable conversations, and build stronger referral relationships in an increasingly competitive market.

Connect with Mike

• Website: AgentBrief

• LinkedIn: Mike Simon

Connect With Us

Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.

• Explore more on our website: www.alltechnational.com/podcast

• Stay updated with our newsletter: www.mochoumil.com

• Follow Mo on LinkedIn: Mo Choumil

Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai.

Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com.

Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.

Title insurance may be an old-school industry, but George Duffield believes staying relevant means refusing to operate with an old-school mindset. In this episode, George shares how his real estate background shaped his customer-first approach at National Integrity Title Agency, from improving communication and tracking referral intelligence to embracing AI as a second set of eyes for title professionals. Tune in to discover why better technology, stronger relationships, and a willingness to evolve could separate the title agencies that thrive from those that get left behind.

What you'll learn from this episode

• Why alignment between sales and operations matters for delivering a smoother customer experience

• The power of tracking customer and referral data to identify concentration risks and make smarter growth decisions

• What makes title insurance a fundamentally referral-driven business and why service becomes the differentiator when pricing is regulated

• How AI can act as a second set of eyes to reduce human error and strengthen title examination and quality control

• One of the biggest obstacles preventing title agencies from evolving

Resources mentioned in this episode

• Dale Carnegie

• Salesforce

• ResWare

• CloseSimple

• HubSpot

About George Duffield

George Duffield is the Co-Founder of National Integrity Title Agency, a full-service title insurance and settlement company serving real estate professionals, lenders, attorneys, buyers, and sellers. With decades of experience in the title and real estate industries, George brings extensive expertise in business development, leadership, and client relationships. Through National Integrity Title Agency, he has focused on building a service-driven organization grounded in integrity, responsiveness, and strong industry partnerships while helping clients navigate real estate transactions with confidence.

Connect with George

• Website: National Integrity Title Agency

• LinkedIn: George E. Duffield SR

• Facebook: George E. Duffield

Connect With Us

Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.

• Explore more on our website: www.alltechnational.com/podcast

• Stay updated with our newsletter: www.mochoumil.com

• Follow Mo on LinkedIn: Mo Choumil

Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai.

Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com.

Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.