Page 24 of 41 · 820 total episodes
08/05/2021 · 5 min read
Part 2 with Landon gets into the specific conversations, system configurations, and process designs that turn billing from a source of friction into a retention engine.
08/04/2021 · 5 min read
Billing isn't the glamorous part of running an insurance agency. It's also one of the most direct paths to improving cash flow, retention, and client satisfaction that most agencies have never fully optimized.
08/02/2021 · 6 min read
Legacy is one of those words that gets attached to expensive buildings and charitable foundations, but for most insurance agency owners, the legacy question is far more immediate and far more personal.
07/30/2021 · 5 min read
A manifesto isn't a mission statement dressed up in dramatic language. It's a declaration of what you believe, what you stand for, and what kind of agency you are committed to being — and when it's real, it changes everything from hiring decisions to client conversations.
07/29/2021 · 6 min read
Part 2 with Cassidy Arbeli gets into the mechanics — the actual systems, documentation practices, and role design that make real delegation possible in a real insurance agency.
07/28/2021 · 6 min read
Cassidy Arbeli has built a framework for getting things off the owner's plate and onto the right people — and the results for the agency owners she works with are profound.
07/26/2021 · 6 min read
The biggest threats to your agency's growth aren't the competitor down the street, the carrier that non-renewed your book, or the lead vendor who sold you garbage data. The most dangerous enemy is the one operating from inside your own head.
07/23/2021 · 5 min read
Running an insurance agency will test your patience, your marriage, your ego, and your ability to function on five hours of sleep during an E&O audit. The life lessons that hold you together through all of it are worth talking about.
07/22/2021 · 5 min read
Jason Levine picks up right where Part 1 left off — and the second half of this conversation goes somewhere most insurance podcasts never get close to.
07/21/2021 · 6 min read
Jason Levine is an instrument-rated private pilot and a genuine insurance nerd — the kind of person who thinks about coverage gaps the way most people think about weather patterns.
07/19/2021 · 5 min read
Disney doesn't run the happiest place on earth by accident. There's a system behind every smile, every interaction, every moment that makes a guest feel like the only person in the park.
07/16/2021 · 6 min read
Most agents talk too much in the sales conversation and say too little that matters. Two specific phrases — used at the right moment, with the right intention — can shift the entire dynamic of a sales conversation. These aren't gimmicks. They're anchored in how people actually make decisions.
07/15/2021 · 6 min read
Parts 1 and 2 covered why niche works and how to build one. Part 3 tackles the hardest challenge of all: staying in your lane once you've built something worth protecting, when the very success of your specialization creates pressure to expand beyond what made it work.
07/14/2021 · 6 min read
Part 1 made the case for niche focus in insurance. Part 2 is where Josh Phanco gets into the mechanics: how you actually identify, build, and market a specialized practice in a market where being a generalist is the default and most people haven't noticed yet that it's a losing strategy.
07/13/2021 · 6 min read
The hardest discipline in insurance agency growth is saying no to business that doesn't fit your model. Josh Phanco has built his practice on a principle most agents intellectually agree with and practically ignore: staying in your lane produces better results than chasing everything.
07/12/2021 · 5 min read
The agency owners who are dominating their markets aren't the ones spending the least to acquire new clients. They're the ones who have done the math on what a client is actually worth over their lifetime — and then invested accordingly. Customer acquisition cost strategy is the game most agencies don't even know they're playing.
07/09/2021 · 5 min read
The agents who are closing the most business in insurance today are doing something that looks counterintuitive from the outside: they've stopped trying to sell. Not because they stopped caring about production — but because they've figured out that the selling posture itself is the thing getting in the way.
07/08/2021 · 7 min read
Part 1 covered the three variables that determine lead performance: source quality, speed-to-contact, and follow-up persistence. Part 2 is where Bill Rice gets into the messaging, creative, and pipeline mechanics that determine whether your leads respond and your pipeline converts.
07/07/2021 · 5 min read
Bill Rice has spent years building lead generation systems for some of the most competitive industries on the internet. Insurance is near the top of that list. His framework for how agencies should think about acquiring, qualifying, and converting leads is one of the clearest in the business.
07/05/2021 · 5 min read
Every agency owner says they don't have enough time. Almost none of them have actually analyzed where their time goes. Until you do that analysis — honestly, specifically, without excuses — every time management solution you try is going to feel like rearranging furniture in a burning house.