10 Essential Property and Casualty Insurance Tips Every New Agency Owner Needs

Most agencies aren't built to last. They're built to survive. There's a difference, and it shows up in every number that matters.

This Insurance Agency Playbook episode tackles something that trips up agencies at every level — from the solo agent working out of a spare bedroom to the owner managing a team of ten. The principle is deceptively simple. The execution is where most people stall.

The Problem Nobody Talks About

Welcome to an insurance playbook. My name is Jason Feldman, we're going to dive in to the top 10 essential property and casualty tips for new agency owners.

That framing matters because it shifts the conversation from 'what do I do?' to 'what am I doing wrong?' — and those are very different questions with very different answers.

What This Changes

For agents running a book between $800K and $2M, this is where things shift. You're past survival mode but haven't cracked the scalability code. The answer isn't more effort. It's different infrastructure — and this episode maps it out.

The nuance worth noting: And whatever you hate the most, find somebody who likes to do those tests, there's always somebody who likes to do something that you don't like to do, or you like to do something that other people don't like to do. That detail separates agents who hear advice from agents who actually use it.

This connects to what we've covered in [INTERNAL: insurance-dudes-podcast-guide] . Same fundamentals, different angle. Stack them and the compound effect is real.

Your Move This Week

Here's where this stops being a podcast episode and starts being a business decision:

1. Because if we're doing it differently every time it's never going to improve. This isn't someday-maybe territory. Block the time this week and get it done. The agents who implement within 48 hours of hearing an idea outperform the ones who bookmark it by a factor you wouldn't believe.

2. So as you're starting off early on, definitely like those things that are reoccurring, get a process for it. This isn't someday-maybe territory. Block the time this week and get it done. The agents who implement within 48 hours of hearing an idea outperform the ones who bookmark it by a factor you wouldn't believe.

Hear The Full Episode

This post hits the highlights, but the full episode is where the real value lives. Craig and Jason go back and forth on the details, share examples from their own agencies, and break down the exact steps they'd take if they were starting from zero today. Hit play.

---

🎙️ Listen to the full episode: Top 10 Essential Property and Casualty Insurance Tips for New Agency Owners - Insurance Agency Playbook Apple Podcasts | Spotify | YouTube

The Insurance Dudes — Separating the real from the BS in insurance sales since 2019.