Page 40 of 43 · 845 total episodes
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.
09/27/2019 · 7 min read
Garrett J. White's Warrior Way teaches insurance agents that business performance is downstream of body, being, and balance. Build all four domains daily or expect collapse: physical health, clear purpose, relationship investment, then business. Sixty-hour weeks on coffee and fast food are a debt that always comes due.
09/25/2019 · 7 min read
Insurance agency owners need a daily reset protocol: write three specific business wins each morning before opening the inbox, owe yourself one solution every time you catch a complaint, audit at night whether you added or drained team energy. Your mindset is the agency thermostat.
09/23/2019 · 6 min read
Sandra Gebhart's social media lead machine runs on four components: a content calendar where 80% delivers value and 20% asks for business, a daily engagement protocol of 15 minutes minimum, funnel mechanics with dedicated landing pages and UTM tracking, and weekly review against data. Consistency beats virality.
09/20/2019 · 7 min read
Fractional CFO Courtney Epps says agency owners overpay by treating taxes annually, missing the S-Corp election (worth $10K to $30K a year over $80K income), and mixing personal with business finances. Hire a fractional CFO at $1,500 to $5,000 monthly and track CAC, retention, owner comp, and cash reserves.
09/18/2019 · 6 min read
Producer turnover is a training problem disguised as a hiring problem. Build a documented 90-day onboarding plan, schedule weekly skill training after ramp, pair every new producer with a mentor, and recruit every single day so vacancies never become panics.
09/16/2019 · 6 min read
Scaling personal lines from $10M to $100M kills the service model that got you there. The Mathisen brothers fixed it by moving ID cards, payments, and policy questions into self-service through GloveBox, freeing producers for renewals, cross-sell, and retention instead of routine.
09/13/2019 · 6 min read
Ryan Chao ran an office for one of the country's top-producing agents, then launched his own. The difference between agents who succeed at the startup leap and those who crash is preparation in three areas: financial runway, documented operational systems, and carrier and community relationships built before launch day.
09/11/2019 · 6 min read
Hiring is a compensation problem in disguise. Fund the 3 to 6 month ramp honestly, make commission simple enough that a producer can calculate daily income, and build a real long-term wealth builder (book ownership, equity, or profit share) so good producers stay past year two.
09/09/2019 · 6 min read
Jillena McGowan built a thriving book by combining deep insurance roots with the motorsports community she already understands. Niche agents win because product expertise creates trust, community networks replace cold prospecting, and specialized knowledge commands premium pricing instead of price-shopping commodity work.
