Page 40 of 42 · 838 total episodes
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.
09/06/2019 · 7 min read
Walter Bayliss's three operator rules: mediocrity is the real risk, speed of implementation is the only competitive advantage that compounds, and build assets (book, systems, brand) over hourly income. Audit your week. Less than 20% on asset-building work means you're self-employed, not an owner.
09/04/2019 · 6 min read
Restructure agency pay in four steps: diagnose mismatches between earnings and production, design a base plus commission plus targeted bonus, communicate the why and model the math, then run old and new in parallel for 60 days. Grandfather top producers individually to avoid losing them.
09/02/2019 · 6 min read
Derek Deminski hit 115K Instagram followers by posting short, useful golf tips three to five times a week with local hashtags. Insurance agents can copy this exactly: 30 to 60-second videos explaining coverage gaps, geotagged to your city, posted on a fixed weekly schedule.
08/30/2019 · 7 min read
Sean Kelly's attention playbook for insurance agents: pick one platform where your ideal clients are, post three times a week for 90 days, make every piece educate, entertain, or inspire (not pitch), and respond to every comment inside 24 hours. Pattern interruption plus consistency beats virality every time.
08/28/2019 · 6 min read
The Wall of Protection is a four-layer policy review framework: liability foundation, property walls, umbrella roof, and life and disability alarm. It redirects rate complaints into coverage conversations, surfaces gaps, drives cross-sell, and turns the client from victim into participant.
08/26/2019 · 6 min read
Trey Lewellen's four-step funnel framework applies straight to insurance: a hook that stops the scroll, a story that builds connection, a specific offer (not 'free quote'), and an automated follow-up machine. Most agencies skip three of the four and wonder why internet leads convert at single digits.
08/23/2019 · 6 min read
Todd Braeger reinvented insurance workflows by automating the decision (not just the action), starting at the biggest bottleneck (usually lead response), and running every automation parallel to the manual process for two weeks before cutover. Never automate the moments that need empathy.