Emergency Claims: How Agents Build Trust in Crisis

By Craig Pretzinger & Jason Feltman2 min read❤️728💬293

Emergency Claims: How Agents Build Trust in Crisis

You started this for freedom. Somewhere it became the thing that owns you. Let's talk about flipping that.

Craig and Jason break this down from hundreds of conversations with agents at every stage. Here's what moves the needle.

The 80/20 of Agency Work

Most agents: 80% of time on 20% of revenue. Admin, minimum policies, questions Google handles. Breakthrough: identify your 20% activities — closing commercial, building referrals, strategic planning — and protect time for them ruthlessly.

[INTERNAL: insurance-agency-growth-strategies]

Asset vs Job

Test: stop working 30 days. Revenue continue? If yes, you built an asset. If no, you bought a job with no benefits and no PTO. Goal isn't working IN your agency forever — it's building something that works without daily involvement.

[INTERNAL: insurance-agent-commission-guide]

The Weekly Rhythm

Monday: team huddle, pipeline review. Tues-Thurs: revenue activities, client meetings. Friday: operations and planning. Protect this rhythm. When urgent overrides important — it tries daily — you stay stuck in operator mode.

[INTERNAL: independent-vs-captive-insurance-agent]

One Change This Week

Don't overhaul everything. Pick one thing. Implement before Friday. Document a process. Make a call. Cancel a subscription. Momentum beats perfection. Great agencies aren't built in one dramatic move — one disciplined week at a time.

[INTERNAL: building-insurance-referral-engine]


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6 Comments

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A
Amy N.Nashville, TN7d ago

Sent this to every agent on my team.

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Dave K.Portland, OR10d ago

This changed how I run my morning team huddles.

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Linda C.San Diego, CA13d ago

Craig and Jason always deliver.

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Brian F.Tampa, FL16d ago

This is exactly what I needed to hear today.

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Rachel P.Phoenix, AZ19d ago

Required reading for any serious agent.

J
JT ThompsonDallas, TX22d ago

Been doing this for 2 years and wish I started sooner.