Page 43 of 43 · 845 total episodes
03/24/2019 · 5 min read
Preston Schmidli left captive for independent only after he built a digital marketing engine, carrier relationships, and operating capital first. Independent freedom without systems is chaos. Timing beats courage. Diversify lead sources before any captive-versus-independent decision is even on the table.
03/14/2019 · 5 min read
Insurance agency comp plans work when they pair a livable but uncomfortable base with tiered commissions, 60-90 day activity ramps, retention bonuses at 6 and 12 months, and public scorecards. All carrot breeds coasters. All stick breeds turnover. Hybrid wins.
02/20/2019 · 6 min read
Career changers from law enforcement, military, fire, and teaching crush P&C sales because they already own the hardest skills: thick skin against rejection, needs-based questioning, calm under pressure, and routine discipline. The technical insurance side is learnable in weeks. The human side takes years.
02/13/2019 · 6 min read
Accounting technology like QuickBooks plus accountability systems make insurance agents stronger by automating monthly profit reports, connecting sales metrics to financial data, and putting close rates, retention, and revenue on a team dashboard everyone can see.
02/06/2019 · 5 min read
Trademark your agency name with the USPTO, write a privacy policy that matches your actual data practices, and have an attorney review every producer and vendor contract older than three years. A few hundred dollars upfront prevents five-figure problems later.
