Jason Feltman, Co-Host :: Closer

Jason Feltman

Co-Host :: Closer · Huntington Beach, CA

Owner of Feltman Family Insurance Agency (Allstate, Huntington Beach, CA). Co-host of The Insurance Dudes podcast. Co-author of Million-Dollar Agency (2024). Best In Company award winner. Co-creator of the Telefunnel™ Growth System. Scaled $2M to $9M in P&C premium.

Jason came from the restaurant and bar world. He bought his Huntington Beach agency in 2016 with zero insurance experience, decided not to try to learn the products, and obsessed over the funnel instead.

Year one, his carrier dangled a bonus if he could write 200 more policies. Jason ran the math backward, hit it, and dumped every dollar of the bonus straight back into marketing for year two. Bartender turned Huntington Beach agency owner. He walked into the industry and saw nothing but overcomplication. Built Telefunnel, won Best In Company, locked down the numbers.

He met Craig on a phone call and realized he was bleeding the same way 480 miles away. They started a podcast, opened new locations in late 2019, and wrote $10 million in new business premium over 18 months with peak months above $307K.

After publishing Million-Dollar Agency in 2024, Craig and Jason stepped out of their own agencies. They built management teams, wired AI into the work, and watched the agencies keep growing.

Jason is raising four kids (6, 8, 11, 14) and hauls the family out in his 5th wheel every single month.

Credentials

  • · Best In Company award winner (Allstate)
  • · Multi-award Allstate agent: Inner Circle Elite, Circle of Champions, Honor Ring
  • · Scaled $2M to $9M in P&C premium
  • · Co-creator of the Telefunnel™ Growth System
  • · Co-author of Million-Dollar Agency (Amazon, 2024)

Areas of Expertise

P&C insuranceIndependent insurance agenciesAllstate Exclusive Agency OwnersInsurance agency operationsInsurance lead acquisitionInsurance lead sellingTelefunnel agency optimizationAgency optimizationAEO methodologyAnswer engine optimizationSales funnel design for insurance agenciesThe Telefunnel™ predictable-revenue systemAI in insurance agenciesInternet lead conversionReinvesting bonus into marketingPodcast hostingInsurance sales operationsScaling agency premiumTeam building and leadership

Find Jason Online

Read more from Jason

Posts on The Insurance Dudes Files cover agency growth, sales systems, lead conversion, and the operational levers behind a million-dollar P&C book.

Browse the archive