Page 25 of 41 · 820 total episodes
07/02/2021 · 5 min read
Every agency owner who wants to grow faces the same fork in the road eventually: do you build it from scratch through production and marketing, or do you buy a book that already exists? Both paths can work. Both paths can fail spectacularly. The one that's right for you depends on factors most people don't analyze carefully enough.
07/01/2021 · 5 min read
Part 1 established what simplification in insurance actually means — and what it doesn't. Part 2 is where Jay Bregman gets specific about the structural changes coming to insurance distribution and what agents need to understand to position themselves for what's next.
06/30/2021 · 6 min read
Insurance is one of the most complicated products people buy — and one of the least understood. Jay Bregman has built his career around a single thesis: simplification is not a feature, it's the product. What happens when a tech entrepreneur turns that lens on the insurance industry?
06/28/2021 · 6 min read
The business problems most agency owners think they have — the underperforming producer, the stalled growth, the energy drain — are often downstream of something that's happening in their head. The mental game of agency ownership is real, it's demanding, and almost nobody talks about it directly.
06/25/2021 · 5 min read
The insurance agents who are struggling right now aren't struggling because the market changed. They're struggling because they built their business assuming the market wouldn't. Change isn't a disruption to the insurance industry — it is the insurance industry. The question is whether your agency is built to ride it or fight it.
06/24/2021 · 6 min read
Part 1 established why the real estate ecosystem is the most valuable, underutilized referral channel for insurance agents. Part 2 is about execution — how you actually build relationships with real estate professionals that produce consistent, high-quality referrals over the long term.
06/23/2021 · 6 min read
The most successful insurance agencies aren't just selling insurance. They're embedded in ecosystems — real estate, mortgage, financial planning — where they become the natural next call whenever a major financial decision gets made. Jas Takhar knows exactly how that ecosystem works, and he's mapping it out for insurance agents.
06/21/2021 · 5 min read
Before a business fails, before a team collapses, before a retention number falls off a cliff — there are signals. Faint ones at first, then louder. The agency owners who catch them early have time to respond. The ones who dismiss them find out the hard way that canaries die before coal miners do for a reason.
06/18/2021 · 5 min read
Every dollar you spend in your agency either buys you something today or builds something for tomorrow. Most agencies are spending almost everything on today — and then wondering why tomorrow looks exactly the same as this year.
06/17/2021 · 6 min read
Part 1 covered the fundamentals of why Facebook is different from every other lead channel. Part 2 is where Justin Thomas gets into the mechanics that most agencies never figure out — retargeting, funnel structure, budget scaling, and the mental models that separate profitable campaigns from expensive experiments.
06/16/2021 · 6 min read
Spending over half a million dollars on Facebook ads for insurance doesn't make you reckless. It makes you one of the most data-rich operators in the industry. Justin Thomas has that data, and he's sharing what it actually takes to make paid social work for insurance agencies.
06/14/2021 · 5 min read
The conversations every agency owner avoids — with underperforming staff, difficult clients, and their own reflection in the mirror — are exactly the conversations that determine whether the business grows or stalls. Courage isn't a personality trait. It's a business skill.
06/11/2021 · 6 min read
Every client who calls your agency is in the middle of a story. Something is uncertain, something is at risk, something is keeping them up at night. Your job isn't to sell them a policy. Your job is to be the hero who makes the threat go away.
06/10/2021 · 6 min read
Part 1 laid the foundation — brand is personality, not logo. Part 2 is where Bradley Hannon gets into the execution: how you actually build a brand that earns attention, trust, and referrals in a market that's working against you.
06/09/2021 · 6 min read
Insurance has a perception problem. The words 'insurance agent' do not conjure images of creativity, energy, or cool. Bradley Hannon is on a mission to change that — and his approach to agency branding is something every producer needs to hear.
06/07/2021 · 5 min read
Everyone has an opinion about internet leads. Most of those opinions are wrong — and those wrong opinions are costing agents thousands of dollars in revenue they're leaving on the table every single month.
06/04/2021 · 6 min read
Jason Feltman breaks down the TeleFunnel metrics every insurance agency running a phone-based sales operation needs to track — and explains why most agents are measuring the wrong things.
06/03/2021 · 6 min read
Patrick Albrecht returns with the specific programs, tools, and community resources that make AIA's value proposition tangible for the independent agents who are inside the network.
06/02/2021 · 5 min read
Patrick Albrecht from AIA shares how a network built on genuine agent value — not just carrier access — can change the trajectory of an independent insurance agent's business.
05/31/2021 · 6 min read
Craig Pretzinger on the client service approach that is simultaneously the nicest thing you can do for your clients and the most strategically sound thing you can do for your agency.