Page 5 of 41 · 820 total episodes
09/06/2024 · 5 min read
Bad dialing hires are one of the most expensive mistakes an insurance agency can make. Craig's blueprint for finding, vetting, and onboarding dialing specialists who produce from day one.
09/04/2024 · 5 min read
The telefunnel works — when it's built right. When it's built wrong, it eats lead budget and generates frustration instead of premium. These are the specific mistakes Craig sees most often and exactly how to avoid them.
08/30/2024 · 5 min read
Craig's agency journey from 2008 to today is a masterclass in knowing which parts of insurance sales to automate and which parts to protect from automation. The hybrid model is where agency growth actually lives.
08/28/2024 · 5 min read
Once you've hired dialing specialists, how do you actually manage them for maximum performance? The metrics, coaching practices, and daily rhythms that make the difference between a dialing team and a dialing machine.
08/27/2024 · 6 min read
Your licensed agents are too expensive and too skilled to spend their days cold-calling lists. Dialing specialists change the math entirely — here's the role they play and how they should be measured.
08/23/2024 · 5 min read
The outsource-vs-in-house debate for insurance telemarketing has a real answer — and it depends on factors most agency owners never think to measure. Here's the framework to make the right call.
08/21/2024 · 6 min read
Every insurance agent passes through the Dunning-Kruger valley — the painful gap between early confidence and earned competence. Understanding this psychology is the gateway to building a consistently profitable agency.
08/16/2024 · 5 min read
Craig spent $6,000 on shopping cart ads and learned an expensive lesson. Here's the lead generation framework that came out of years of costly experiments — so you don't have to repeat them.
08/07/2024 · 6 min read
Most insurance agencies grow through luck and hustle. The telefunnel replaces both with a documented, repeatable system that generates predictable premium month after month.
07/26/2024 · 6 min read
Managing a remote insurance team requires a completely different leadership playbook. Jorge Carbonell shares the culture systems, accountability frameworks, and hard lessons that make distributed teams work.
07/24/2024 · 6 min read
Jorge Carbonell has hired and developed more insurance producers than most agency owners will ever meet. In Part 1, he shares the hiring frameworks and culture principles that separate high-performing agencies from the rest.
07/02/2024 · 6 min read
Matthew Murray's approach to life insurance and final expense conversations reveals why most agents leave money on the table — and what to say instead to help clients and grow your revenue simultaneously.
06/27/2024 · 6 min read
Matthew Murray built his agency his way — with equal parts humor, hard-won wisdom, and a refusal to follow the conventional playbook. Part 1 covers the wild early days and the mindset that made the difference.
06/25/2024 · 6 min read
Part 2 of our conversation with Justin Brock goes deep on the actual AI systems behind his $70 million agency — the content engine, the automation architecture, and what he'd build first if starting over today.
06/20/2024 · 5 min read
Justin Brock grew a small insurance agency into a $70 million operation — and he did it by letting AI and automation do what humans can't sustain. Part 1 of a conversation that changes how you see your agency's ceiling.
06/11/2024 · 5 min read
Craig almost cancelled his 2019 Christmas trip to Kauai before a single insight about client lifetime value changed everything. Here's the math that changes how you think about every dollar you spend.
06/06/2024 · 5 min read
Most agents get mediocre results from ChatGPT because they ask mediocre questions. These 8 prompting principles will transform your AI output from generic to genuinely useful.
06/04/2024 · 5 min read
Language models like ChatGPT aren't a curiosity — they're a career skill. Insurance agents who learn to use them well will outperform those who don't, starting today.
05/30/2024 · 5 min read
Blockbuster had 60 million customers and missed the streaming wave. Insurance agencies that ignore AI right now are making the same mistake. Here's how to be Netflix.
05/21/2024 · 6 min read
Referrals aren't luck — they're a system. The agencies growing fastest have a repeatable referral engine that runs without chasing clients or begging for introductions.