Page 39 of 43 · 845 total episodes
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.
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.
