How High Energy Transforms Insurance Agency Performance

What if the advice you've been following is exactly why you're stuck? Not bad advice — just advice for a different stage of your agency.

In this episode, Craig and Jason sit down with Pamela De La Cruz for a conversation that cuts right to what matters. No rehearsed talking points — just an experienced agent sharing what they've learned the hard way, including the mistakes that cost them the most money and time.

The Problem Nobody Talks About

What's the one piece of advice you'd give a new agent or any agent that's jumping in and decided to do this thing? I will say, have a plan honestly have a plan. And just kind of have a vision of what you see your agency being, you know, 90 days six months a year down the road.

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.

Pamela De La Cruz: "What's the one piece of advice you'd give a new agent or any agent that's jumping in and decided to do this thing?."

That's the kind of thing you hear and immediately think about your own agency. It's uncomfortable because it's specific — and specific is where change starts.

What This Changes

If you're early in your career and wondering when this starts paying off, listen closely. The habits you build now — tracking, following up, qualifying ruthlessly — compound faster than you expect. The agents making $200K in year five didn't get lucky. They got disciplined in year one.

The agents who act on this don't wait for the perfect moment. They pick one thing, implement it imperfectly, measure the result, and adjust. That cycle — action, measurement, adjustment — is the real competitive advantage in this business.

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.

Jason: "I will say, have a plan honestly have a plan. And just kind of have a vision of what you see your agency being, you know, 90 days six months a year down the road."

Your Move This Week

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

1. I use a service called CMI. It's awesome. Like you can even do integrations with it, where you can link it up to Zapier. So you can have just things going on automatically. And it's pretty awe. 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. I think now we're starting to lean more towards that route. I think in the beginning, you know as a new agent, because we started to scratch You know, I need to make sure that we hit a certain amo. 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.

3. I think now we're starting to lean more towards that route. I think in the beginning, you know as a new agent, because we started to scratch You know, I need to make sure that we hit a certain amo. 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

There's a lot more where this came from. Craig and Jason go deep with Pamela De La Cruz in the full conversation — including war stories that didn't make it into this post and the specific frameworks that changed how Pamela De La Cruz runs their agency. Worth every minute of your commute.

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🎙️ Listen to the full episode: Pamela De La Cruz - Energy Makes Agency Success PART 2 Apple Podcasts | Spotify | YouTube

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