Page 39 of 43 · 850 total episodes
12/23/2019 · 7 min read
The rain barrel effect: every stressor (bad sleep, fast food, no movement, chronic stress) adds a drop until the barrel overflows as burnout, autoimmune issues, or a heart event at 48. Agency cognitive function drops with the leader's. Fix sleep, food, and daily movement first.
12/20/2019 · 6 min read
Double digit growth math: lift retention above 90% first, build a trigger-based referral system, invest in team capacity before lead spend, and track leading indicators daily. Pick two lead sources and master both before adding a third. Hope is not a strategy.
12/18/2019 · 7 min read
Process selling builds a repeatable insurance sales system on five stages: opening frame, discovery, recommendation, concern handling, and close. Document the flow, train through role play, review recorded calls for stage adherence, and measure drop-off at each stage.
12/16/2019 · 6 min read
Veteran agents navigate insurance industry change by filtering signal from noise: meet new consumer service expectations, position your agency as a retention partner to carriers, and rebuild your talent pipeline. The core value of expert risk advice does not change. The delivery mechanism does.
12/13/2019 · 6 min read
Every P&C sales producer fights three problems: inconsistent lead flow, confidence erosion during slumps, and isolation on the sales floor. Fix lead supply, install a process that survives bad days, and build real team rituals. These are systems problems with systems fixes.
12/11/2019 · 6 min read
P&C agencies lose 10 to 15 percent of their book annually to non-renewals. Cutting marketing or freezing hiring during flat quarters accelerates the decline. The fix is a growth floor: a monthly new-business minimum that beats attrition, tracked weekly with a team that knows the number.
12/09/2019 · 6 min read
Shaan Patel's underdog playbook turns constraints into advantages, systematizes expertise into scalable assets, and prepares obsessively for high-stakes moments. Insurance agents who package their proprietary process the way Patel packaged SAT prep stop trading hours for dollars and build agencies that scale past personal capacity.
12/06/2019 · 7 min read
Bryan Dulaney's Perfect Funnel System for agents: lead with a free coverage guide (not a quote pitch), nurture through a 7-12 email sequence over 3-4 weeks, convert via consultation instead of quote, then automate the referral ask. Owned funnels run $15-$75 CPA vs $100-$400 on aggregator leads.
12/04/2019 · 6 min read
The Insurance Dudes Inner Circle is a paid coaching program for serious P&C agency owners built around three pieces: direct coaching access for tailored guidance, peer accountability with operators in motion, and proven frameworks tested in real agencies with assigned implementation timelines.
12/02/2019 · 6 min read
Pro skater Mikey Taylor runs Commune Capital, a private equity real estate firm, by transferring four skating skills: productive suffering through repetition, calculated risk assessment, brand equity that compounds, and team leverage. The same traits scale insurance agencies.
11/29/2019 · 6 min read
Millennial producers stay where they get purpose, frequent specific feedback, and thoughtful flexibility. Keep production and activity minimums firm. Replace the annual review with weekly 15-minute one-on-ones, pair every new hire with a mentor, and recognize progress, not just top writers.
11/29/2019 · 6 min read
Insurance agents apply Natalie Jill's playbook by rejecting limiting stories about market and leads, reverse-engineering daily habits from a specific book-size goal, building a personal brand publicly with consistent storytelling, and protecting sleep, movement, and nutrition as performance levers.
11/27/2019 · 6 min read
Small goals let agency owners hide inside busywork. Goals 50 percent bigger than what feels realistic force systemic change: reverse-engineer daily activity targets from the outcome, block your three highest-leverage hours first, and review every Friday so drift cannot survive.
11/25/2019 · 6 min read
Victor Gray wrote 600 items in the Midwest by eliminating decision fatigue, treating the phone as the only revenue tool, measuring close rate and dials-to-contact obsessively, and hiring service support before he needed it. Volume plus systems beats volume alone every time.
11/22/2019 · 6 min read
Daily 15-minute structured roleplay builds three layers: scripted (word-for-word for top 10 objections), adaptive (prospect goes off-script), and pressure (owner plays a sophisticated buyer trying to win). Agencies that run it see close rates climb and discounting drop within 30 days. Five minutes daily beats two hours monthly.
11/21/2019 · 7 min read
Break through the agency plateau with three moves: pay for structured mentorship with weekly accountability, build documented systems before you scale headcount, and treat your agency as a platform that can produce training, marketing, and coaching ventures alongside the book.
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.
