Page 36 of 43 · 850 total episodes
05/11/2020 · 7 min read
Gregg Blanchard built a durable Allstate agency by importing real estate franchise discipline: pick a specialization based on real knowledge and network, say no to everything else, and mentor agents two to three years behind you to compound your own thinking.
05/08/2020 · 7 min read
Insurance and mortgage cross-sell when both pros warm-introduce shared clients at the right transaction moment, share market intel monthly, and orient around service instead of extraction. Every homeowner you insure has a mortgage. Every closing needs proof of hazard insurance.
05/06/2020 · 6 min read
Stay clean by documenting every material conversation, knowing your state's specific rules cold, training your team on compliance like it's their job, building a culture where questions are welcome, and self-auditing quarterly. One violation creates a record. Records compound into terminations.
05/04/2020 · 6 min read
Tom Paterson built his Allstate agency on community presence, not cold calls. He shows up at local events, gives referrals first, and lets insurance come up naturally. Lower acquisition cost, higher retention, and a book that survives rate spikes.
05/01/2020 · 6 min read
Automate your quoting pipeline by mapping every manual step from lead to bound policy, then routing intake, qualifying questions, and quote delivery through forms and CRM workflows. Keep humans on the coverage conversation and the close. Test with live leads before going live.
04/29/2020 · 7 min read
Dave Williams runs the #1 Allstate agency in New York by hiring ahead of need from a year-round pipeline, screening for coachability and activity over experience, using multi-stage interviews instead of a single chat, and investing in a structured 90-day onboarding.
04/27/2020 · 7 min read
Ashley Mauldin's referral engine runs on four kinds of operational generosity: free coverage knowledge given before anyone signs, deliberate introductions between people in her network, specific public recognition for clients and partners, and consistent presence at community events. The result is lower acquisition cost than paid-lead agencies.
04/24/2020 · 6 min read
The Ramiz Hakim playbook runs in three steps in this exact order: document your process first, apply that process to a specific niche, then scale. Skip step one and the niche stalls. Skip step two and the process serves nobody well.
04/22/2020 · 6 min read
Build agency pay around four pillars: lead generation, sales system compliance, operations and retention, and culture. Reward prospecting, not just closing. Tie part of pay to retention. Bonus team development. Walk every hire through the plan in detail and revisit it at 90 days and one year.
04/20/2020 · 7 min read
Lenders need three things from insurance agents: respond within hours not days, deliver the binder reliably by the date promised, and communicate proactively when there is an issue. Build the relationship before you need a referral. Show up at the mortgage office, listen, then operationalize solutions.
04/17/2020 · 6 min read
Most agents fail out in their first three years because they don't build uncomfortable prospecting habits before referrals can carry them. Veterans who last invest aggressively in product depth, treat clients as multi-year partners, and learn to read soft and hard market cycles.
04/15/2020 · 6 min read
Stay on offense during disruption. Increase non-sales check-in calls to your current book, shift marketing budget to the digital channels prospects flooded, and document one process per week. Coma mode preserves cash short-term and forfeits market share, relationships, and team cohesion long-term.
04/13/2020 · 6 min read
Fix lead process before lead spend. Contact every fresh internet lead inside five minutes, run a five-touch sequence across call, text, and email in 72 hours, track close rate by source, and apply automation to retention too. Lead quality matters less than lead process.
04/10/2020 · 6 min read
Travis Gensler runs a tech-forward agency by building three things: digital intake so prospects can start the process at 10 PM, automated multi-channel follow-up, and renewal and retention workflows that run without the owner. Same leverage logic as the lawncare business he ran at fourteen.
04/08/2020 · 6 min read
Build a modern insurance agency on four pillars: diversified lead generation across three channels, a documented sales system, operations and retention systems that don't depend on the owner, and an intentional culture. Score yourself one to ten on each, then spend the next 90 days on the weakest one.
04/06/2020 · 6 min read
Becky Isbell is building a Goosehead franchise in Killeen, TX, a transient military market around Fort Hood. The new-agent survival formula: measure controllable activity inputs (not outcomes), embed in the local military community, and ask for mentorship before you need it.
04/03/2020 · 7 min read
Direct mail works for insurance agencies because the mailbox is the channel competitors abandoned. Run targeted lists (homeowner value brackets, vehicle data, renewal windows), test creative with a clear offer, mail three times in 90 days, and track every response on a dedicated number. Frequency plus targeting beats one-off blasts.
04/01/2020 · 7 min read
Kirk Baker uses Team By the Minute to delegate service tasks on demand instead of carrying full-time overhead. The model only works because he documents every process first, defines what done looks like, and measures the output instead of the activity.
03/30/2020 · 7 min read
Eric Brown of Crashtech Accident Investigation explains the claims truth no one tells clients: police accident reports are often wrong, fault determinations can be challenged with reconstruction, and agents who understand the post-crash process become trusted advisors instead of replaceable vendors.
03/27/2020 · 7 min read
Joy is a performance condition, not a luxury. After 21 years in business, Katherine Kinney argues that operators who stay energized make better decisions, attract better clients, and last longer than those running on fumes. State is trainable, and the work is operational.
