Page 14 of 42 · 834 total episodes
11/21/2022 · 5 min read
Most P&C agencies run at 60 to 70 percent of real capacity because sales agents handle service calls, admin work, and lead management. Separate sales from service, kill admin, and tighten CRM follow-up before buying more leads.
11/16/2022 · 5 min read
Run a profitable insurance agency on five tactical practices: protect your highest-cognitive hours, run a 12-month touchpoint calendar with every client, make the first 90 days unforgettable, ask for referrals at moments of high satisfaction, and document every repeated process.
11/14/2022 · 5 min read
Rhiannon Ward built a different kind of insurance career on four beliefs: authenticity outperforms scripts, reflective practice beats passive experience, network investment is a competitive moat, and mental clarity is performance infrastructure, not a luxury.
11/09/2022 · 5 min read
Agency culture comes down to three emotional states your team needs to feel every week: certainty about targets and rules, connection to each other and the owner, and contribution to work that matters. Build all three intentionally and the team performs without constant pushing.
11/07/2022 · 5 min read
A talk time accountability system requires four parts: daily visibility on the dashboard, a defined four-hour minimum standard, weekly one-on-one coaching conversations, and removal of admin work that blocks selling time.
11/02/2022 · 5 min read
Toby Hedges runs every client through a 30-day welcome call, a 90-day check-in, and an annual review scheduled at inception. Every role has a written playbook. Call reviews happen weekly. Training continues for 90 days with structured milestones. These are ordinary fundamentals executed with extraordinary consistency.
10/31/2022 · 5 min read
Market size does not determine agency ceiling. Toby Hedges built a high-performing operation in Mississippi by applying the same fundamentals that work anywhere: defined roles, tracked metrics, a client experience built for referrals, and a culture that keeps producers from leaving. Geography is not the variable. Execution is.
10/26/2022 · 5 min read
Five numbers run a smarter agency: conversion rate by agent, retention by cohort, revenue per client, cost per issued policy by lead source, and agent production trend. Track them weekly, share them with the team as growth context, and act on what you see.
10/25/2022 · 5 min read
Most agents break under pressure because their systems and culture were built for current volume, not for stress. Pressure-proof agencies use written scripts, calm owner leadership, regular reviews, and healthy personal habits. Build the infrastructure before you need it, in both slow stretches and growth surges.
10/19/2022 · 6 min read
Zach Farris scales his agency with a five-minute daily huddle on three numbers, weekly conversion reviews by agent and lead source, a structured day-two-through-five follow-up system, and ruthless ROI tracking of cost per issued policy by source.
10/17/2022 · 5 min read
Zach Farris builds agency freedom fast by operating on a five-year horizon: hire before the revenue justifies it, build systems before volume demands them, and delegate the tasks you're best at. Speed is a choice, not a result of circumstance.
10/12/2022 · 5 min read
Give yourself a raise without writing new policies: run round-out calls on every single-policy household, raise retention 5 points (it compounds), proactively shop renewals before clients ask, and build a systematic referral program with a specific ask, timing, and incentive.
10/10/2022 · 5 min read
Most insurance agency owners stall because they identify as the best producer in the room instead of the builder of sales systems. Shifting to system-builder thinking, tracking team metrics instead of personal numbers, and treating discomfort as information are the unlocks that produce real owner freedom.
10/05/2022 · 5 min read
Garrett Wagner's insurance agency growth playbook is execution over everything: run the shop like a sports team not a family, buy lead quality before quantity, build a 30-60-90 onboarding system, protect peak hours for strategy, and treat retention as a revenue stream with scheduled touchpoints.
10/03/2022 · 5 min read
Scale a sustainable insurance agency by treating it as craft, not hustle: hire for character first and skill second, train producers to competence not to a calendar, and design every client relationship for a 10-year horizon. Quality over speed compounds into retention, referrals, and team stability.
09/28/2022 · 4 min read
Reviewing your team's recorded sales calls is the most underrated insurance agency growth activity. Thirty minutes a week catches script drift, surfaces systemic objections your training misses, captures the moves that actually work, and makes coaching credible because it cites specifics.
09/26/2022 · 5 min read
Lead mistake #4 is inconsistency: weeks where conversion hits 15% blended with weeks at 8% because response time slipped or follow-up was skipped. Document the process, run a daily checklist, audit weekly, and track conversion by week, not month.
09/21/2022 · 5 min read
Miguel's referral system uses three trigger moments with specific scripts and a one-tap forwarding path. His hiring filter screens for concrete income goals, and his structured 90-day onboarding cut producer ramp time. He would also build CRM and hire an operator earlier.
09/19/2022 · 5 min read
Miguel built a top-producing agency by testing the standard playbook instead of inheriting it. He ran lead-source experiments, invested in underwriter relationships, treated prospect education as a moat, and captured referrals at peak-satisfaction moments instead of renewal.
09/14/2022 · 5 min read
Three qualities separate high-performance agencies from ones that plateau: a documented accountability culture with daily leading indicators, a consistent training system (not one-time onboarding events), and alignment between marketing, sales, and service. Score your agency on each. Fix the lowest first.