Page 9 of 41 · 820 total episodes
09/20/2023 · 6 min read
From de-escalating frustrated clients to resolving producer conflicts that affect agency morale, Dr. Laurie Moroco's concrete toolkit gives insurance professionals the communication skills that no licensing exam ever teaches.
09/18/2023 · 6 min read
Dr. Laurie Moroco coaches insurance professionals on the communication and conflict resolution skills that every agent needs but almost no one formally develops. Part 1 covers the foundation — and why small consistent steps beat dramatic transformations.
09/13/2023 · 5 min read
The first 30 seconds of a phone call either earns the next two minutes or loses the entire conversation. Here's exactly how to open every call in a way that builds instant credibility and keeps prospects engaged.
09/11/2023 · 5 min read
When Craig and Jason finally sat down together after a long stretch apart, they agreed on one thing: the urge to control everything is the single most common and most costly mistake in insurance agency leadership.
09/06/2023 · 6 min read
Dr. Nicole Price's practical empathy framework gives insurance agency owners a concrete path to developing the leadership skill that most directly impacts team retention, client loyalty, and agency culture. Part 2 of 2.
09/04/2023 · 6 min read
Dr. Nicole Price traded an engineering career for a mission to teach leaders how to lead with empathy — and her framework is reshaping how insurance agency owners think about team performance and client trust. Part 1 of 2.
08/30/2023 · 5 min read
You don't need a massive marketing budget to build a consistent sales machine. Jason Feltman's cost-effective approach — daily lead buying, conversion optimization, systematic follow-up — compounds over time.
08/28/2023 · 5 min read
Understanding why people say yes — and why they stall — transforms every sales call from a performance into a conversation. Jason Feltman breaks down the psychology that top producers use intuitively.
08/23/2023 · 5 min read
Rate is rarely the real reason clients leave. Jason Feltman reveals the retention strategies — rooted in genuine care and consultant-level service — that keep clients for decades instead of months.
08/21/2023 · 5 min read
From hiring the wrong people to skipping accountability coaching, these 7 mistakes are bleeding your agency's revenue quietly. Jason breaks down each one with specific fixes.
08/16/2023 · 5 min read
Chaos in an insurance agency isn't a people problem — it's usually a process problem. Defined, documented processes eliminate the ambiguity that creates drama and prevent the inefficiency that caps growth.
08/14/2023 · 6 min read
Most agency owners spend more time managing the wrong people than developing the right ones. Here's the full cycle — recruiting through separation — built around values alignment, not just skill screening.
08/09/2023 · 5 min read
Most agencies have core values on a poster and a completely different set of values operating in practice. Closing that gap is the difference between principles that transform your agency and principles that just waste wall space.
08/07/2023 · 5 min read
A clearly defined agency purpose isn't a nice-to-have for your website's About page. It's the single most powerful tool for attracting aligned clients, retaining A-players, and making every decision faster.
08/02/2023 · 5 min read
Ego is the silent growth killer in most insurance agencies. The 'my way or the highway' mindset doesn't just frustrate your team — it structurally prevents the 5 Ps from ever taking root.
07/31/2023 · 5 min read
Purpose, Principles, People, Processes, Performance — the 5 Ps aren't motivational buzzwords. They're the structural framework that allowed one agency to scale with a Telefunnel strategy that actually works.
07/26/2023 · 5 min read
The version of agency freedom most agents are chasing no longer exists. The insurance landscape has changed — and the path to a self-sustaining agency requires a completely different approach.
07/24/2023 · 5 min read
Objections happen on 90% of insurance sales calls. Most agents wing it. The agencies that win build a team-driven objection playbook and practice it until responses are automatic.
07/19/2023 · 5 min read
A proposal that just lists coverage options is a document. A proposal that sells is a story with a conclusion. Part 7 of the sales script series shows how to build the second kind.
07/17/2023 · 5 min read
Explaining coverage to clients doesn't have to be a data dump. The What-How-Story-Tie-Down method turns complex insurance terms into stories clients understand — and buy.