Page 39 of 42 · 834 total episodes
11/18/2019 · 7 min read
Build retentive insurance agency culture on three questions every employee answers daily: do I know what's expected of me, do I feel my work matters, and do I see a future here? Clarify expectations, recognize specific wins daily, and run career conversations every team member.
11/15/2019 · 7 min read
Laura Harris built her insurance agency on process, not personality. Her proven service framework turns chaotic operations into a repeatable machine that delivers consistent results and frees the owner from being the bottleneck.
11/13/2019 · 7 min read
80% of insurance sales require 5+ follow-up contacts. Two-thirds of salespeople quit by attempt two. A documented 12-to-15 touch cadence across call, text, and email in the first 30 days beats raw lead volume every time.
11/11/2019 · 7 min read
Host a virtual summit of 20 local experts (realtors, CPAs, attorneys, planners) on a topic your ideal client cares about. Each speaker promotes to their list, you capture every email, and each speaker becomes a warm COI who owes you exposure, not the other way around.
11/06/2019 · 7 min read
Tighten your inner monologue and tighten your insurance numbers. Allow three minutes of frustration after a loss, capture one lesson, and move on. Eliminate the ambiguity where negative self-talk thrives by running a documented daily process. Your voice on the phone is shaped by what runs between your ears.
11/04/2019 · 6 min read
Travis Chappell says the entrepreneurial drive is innate, but networking determines how far it carries you. His method: pick ten target relationships, give value before asking, then propose a mutual arrangement. A local-business podcast doubles as a credibility-and-referral engine.
11/01/2019 · 7 min read
William Hung turned globally televised rejection into a recording career and 200,000 albums sold by separating performance from identity. His resilience framework for insurance agents: feel the rejection, time-box it to five minutes, then pick up the phone. Track rejections as proof of activity, the leading indicator of results.
10/25/2019 · 6 min read
Patrick Bet-David built an insurance empire on three principles: full commitment with no backup plan, deliberate mentorship up and down, and content that compounds attention. Insurance agents can copy the framework without the refugee origin story.
10/23/2019 · 6 min read
Crush internet leads with three moves: hit every new lead in under 60 seconds (5 to 10x higher contact rate), run a disciplined 5 to 12 touch cadence across phone, text, and email over 7+ business days, and qualify in the first 90 seconds before you ever quote.
10/21/2019 · 8 min read
Landing pages with video convert 80% higher than those without, and prospects who watch a video are 64% more likely to buy. For insurance agents, video builds trust faster than any digital medium. You need three types: trust videos for cold audiences, conversion for warm prospects, retention for clients.
10/18/2019 · 7 min read
Robin Sharma's Four Interior Empires are Mindset (beliefs about what's possible), Heartset (emotional regulation under pressure), Healthset (sleep, movement, nutrition that drive cognition), and Soulset (purpose that keeps you in the game). All four operate as one system. Your weakest empire sets the ceiling on the other three.
10/16/2019 · 7 min read
The agency exists to fund the life, not replace it. Audit your real time allocation, set family non-negotiables on the calendar first, and build systems so the agency runs without you. Kids grow up on the same timeline whether you are present or not. Plan accordingly.
10/14/2019 · 7 min read
Bo Eason wrote at age 9 that he would be the best safety in the NFL, then trained with no Plan B until it happened. His framework for agents: declare publicly, train like you're behind, study the best, treat your body as a professional asset, and pick one strategy.
10/11/2019 · 6 min read
Going from captive to independent after 30 years takes a methodical transition: build carrier relationships before you leave, plan for the income gap with cash runway, stand up your own tech stack (CRM, quoting, compliance) on day one, and bring your clients with you transparently.
10/09/2019 · 6 min read
Teach the team, do not rescue them. Document the process first, then demonstrate, observe, and release. Accept 80 percent of your quality from a team that scales over 100 percent from a bottlenecked owner. Coach with questions when things break instead of grabbing the wheel.
10/07/2019 · 6 min read
Insurance agents who lead with their product get ignored on social media. Agents who lead with their real personality, daily work, and genuine expertise build audiences that generate referrals and inbound leads. Post consistently as a human being. The insurance part earns trust once you have attention.
10/04/2019 · 6 min read
Proactive legal protection saves insurance agencies in five areas: entity structure, employment agreements with non-competes, client contracts and E&O exposure, digital compliance, and succession or buy-sell planning. Reactive legal work costs ten times the proactive version.
10/02/2019 · 6 min read
Most P&C agencies leak revenue through manual follow-up, slow lead response, and reactive renewals. Three automation layers fix it: speed-to-lead under 5 minutes, a 7-to-12 touchpoint follow-up sequence, and renewal automation. Human time goes to closing, not remembering.
10/01/2019 · 6 min read
The Insurance Dudes started when Jason Feltman joined Craig Pretzinger and shifted the show from concept to a production-driven diagnostic tool. Feltman's edge: systems thinking applied to every part of the sales process, reverse-engineered quarterly targets, clear staff expectations, and decision fatigue eliminated at the process level.
09/30/2019 · 7 min read
Triumph is different because Justin Harkleroad is launching it as a branded entrepreneurial event, not opening it as another quote-on-rate shop. The model pairs grand opening momentum and Fort Wayne community presence with the production systems that turn local relationships into a scalable book.