Page 5 of 42 · 834 total episodes
11/28/2024 · 6 min read
Build a referral assembly line with specialists for acquisition, sales, onboarding, service, and renewals. Each stage has a documented handoff and a built-in referral ask. Track referral rate by client segment. Dimitri Apostle scaled to $11M in premium with this model, no paid leads required.
11/20/2024 · 6 min read
Stephanie Riggins built a thriving P&C agency during the pandemic by replacing in-person networking with a systematic post-close referral sequence at day 10 to 14, hiring for hospitality-trained empathy over insurance experience, and installing scorecards and meeting cadences before they were needed.
11/19/2024 · 4 min read
Stephanie Riggins built a thriving agency starting during a pandemic with no insurance background. She credits her growth to three shifts: applying hospitality service instincts to client relationships, building referral systems that do not require in-person networking, and moving from producer thinking to owner thinking.
11/13/2024 · 5 min read
Nicholas Sakha grows his Las Vegas agency by tagging every new client with a source, then concentrating time and money on the channels that produce the highest-premium, longest-retained clients. Instagram, TikTok, and YouTube run as referral amplifiers, not cold lead generation.
11/12/2024 · 4 min read
Nicholas Sakha balances family, health, and Las Vegas agency growth by treating physical conditioning and emotional groundedness as professional inputs, not personal luxuries. Energy in client conversations comes from sleep, training, and a stable home. Burnout production hits a ceiling much sooner than sustainable production.
11/05/2024 · 4 min read
Troy Korsgaden's power positioning makes price comparison less decisive by giving the agent a specific, memorable, irreplaceable answer to 'why work with you instead of three online quotes?' Close rate goes up, retention goes up, the agent stops competing on $50 swings.
10/23/2024 · 6 min read
Hire insurance producers using behavioral scenarios and a working interview that tests coachability above everything else. Then give them autonomy over how to hit clear, accountable production targets. Less control over the how, more control over the what, scales past the founder's personal capacity.
10/17/2024 · 5 min read
Reignite passion in your insurance agency by redesigning your schedule: call three of your best clients with no agenda, delegate one draining task in 30 days, set a goal that scares you, change your physical workspace, and build one new thing inside the business each quarter.
10/16/2024 · 4 min read
Top 1% P&C agents win on systems, not talent. They know their cost per lead, contact rate, close rate, and average premium. They have documented follow-up cadences, trained-to scripts, and call reviews. Hustle gets you started, systems get you to seven figures.
10/15/2024 · 4 min read
Agent Elite is a P&C-only community where founding members get lifetime access, the Million Dollar Agency book, and live events built around real operational problems. The founding window closes October 21st.
10/14/2024 · 5 min read
Agent Elite gives founding members lifetime peer access, the Million Dollar Agency book, working live events focused on real producer and retention problems, and the lead checklist Craig and Jason used to scale. The fastest growth in P&C comes from agents who already solved the problem you are stuck on.
10/10/2024 · 5 min read
The six steps that unlock agency growth: establish a math baseline (cost per lead, conversion by producer, retention rate), identify process friction not people friction, build repeatable processes for every revenue activity, lead the team emotionally once the math is running, create weekly accountability rhythms, and protect the system.
09/20/2024 · 6 min read
Cross-sell P&C clients into life by segmenting your CRM, age 30-55 with a mortgage or dependents, leading with a discovery review, not a pitch. Personalize the conversation off policy data. Run a five-touch sequence over 90 days. Most sales come on the third to fifth contact.
09/12/2024 · 5 min read
TeleFunnel ROI typically hits clear positive return at 60 to 90 days. One added dialing specialist producing five qualified appointments per day at a 40 percent close rate and 1,800 dollar average premium puts 10 policies a week through the producer team. Track cost-per-bound-policy against every other channel.
09/11/2024 · 5 min read
Agency chaos is a process gap, not a personality type. Eliminate it by documenting every step from lead entry to bound policy, designing processes for your least-experienced user rather than yourself, investing in infrastructure before the ROI is obvious, and iterating weekly on the metrics that matter.
09/06/2024 · 5 min read
Hire a dialing specialist by writing a job posting that names 200+ daily dials, testing rejection composure in a live interview role-play, running a 2-3 day paid trial, and onboarding to first qualified appointment within 14 days using a milestone checklist.
09/04/2024 · 5 min read
Seven TeleFunnel mistakes destroy agency ROI: skipping the lead-source foundation, measuring only one layer of metrics, killing the system before 60 to 90 days of steady state, letting producers cherry-pick appointments, under-investing in script testing, ignoring list decay, and neglecting the appointment-confirmation window.
08/30/2024 · 5 min read
Automate volume (dialing, renewal reminders, birthday touches, follow-up sequences) and protect the human moments (needs analysis, warm transfer, claims support, life-event coverage reviews). Build the process first, then add the technology, and verify carrier compliance on every automated communication channel.
08/28/2024 · 5 min read
Run dialers on 90-minute blocks, review four daily metrics (attempts, contacts, sets, holds), and coach from one good call and one bad call per specialist each week. Reward activity, not just outcomes. Five qualified appointments per dialer per day is the bar.
08/27/2024 · 5 min read
Dialing specialists are sifters, not closers. They identify and qualify prospects, then warm-transfer to a licensed agent. Measure them on appointments set, not dials made. Five qualified sets per day per dialer at $25 per hour produces compelling unit economics for most agencies.