How Insurance Agents Can Make Insurance Cool and Attractive

By Craig Pretzinger & Jason Feltman4 min read❤️816💬330

How Insurance Agents Can Make Insurance Cool and Attractive

The question most agents ask is "what should I do differently?" The real question is "what should I stop doing entirely?" Subtraction creates more growth than addition for agencies under $2M in premium. Craig and Jason make the case for doing less — but doing it with absolute precision.

Craig and Jason sit down with Bradley Hannon in this episode, and the conversation goes places most insurance podcasts won't touch. Bradley Hannon brings real experience, not theory — and the strategies discussed here come from actual production numbers, not whiteboard fantasies.

The Problem Nobody Wants to Admit

Insurance marketing has a credibility problem. Most of the advice comes from marketers who've never sold a policy, let alone built an agency. "Post three times a week on LinkedIn." "Start a TikTok." "Run Facebook ads to homeowners." None of that advice comes with the disclaimer: "This will take 6 months and $5,000 before you see a single lead."

Craig and Jason cut through the noise because they've spent real money testing these channels. Some work. Most don't — at least not the way the marketing gurus describe. The ROI conversation in insurance marketing is the one nobody wants to have.

Related: [INTERNAL: insurance-agency-marketing-ideas]

What Craig and Jason Break Down

Craig and Jason break this down with their usual directness, and Bradley Hannon adds real-world context to every point:

Start with what's broken, not what's missing. Most agents look for new strategies when they should be fixing their existing ones. Your follow-up system, your renewal process, your quoting workflow — there's probably 20% more revenue hiding in processes you already have.

Measure what matters. If you can't put a number on it, you can't improve it. Craig and Jason are relentless about metrics — not vanity metrics, but the three or four numbers that actually predict your income next quarter. This episode covers which numbers those are and how to track them without drowning in data.

Execute for 90 days before evaluating. The biggest mistake agents make isn't choosing the wrong strategy — it's abandoning the right strategy before it has time to work. Most systems need 90 days of consistent execution before the data is meaningful.

[INTERNAL: insurance-agent-content-marketing]

Jason sums it up: "We've interviewed hundreds of agents on this show. The successful ones all have different strategies. But they all have one thing in common — they picked something and stuck with it long enough for it to actually work." Consistency beats creativity in this business. Every time.

Your Move This Week

Today: Pick one thing from this episode and write it on a sticky note. Not three things. One thing. Put it where you'll see it every morning this week.

This week: Implement that one thing. Not perfectly — just start. Imperfect action beats perfect planning every time.

This month: Measure the result. Did it move the needle? If yes, systematize it. If no, pick something else and try again. The agents who grow aren't the ones who find the perfect strategy — they're the ones who test, measure, and iterate faster than everyone else.

For more tactical plays: [INTERNAL: insurance-agent-social-media-strategy]

The Mistake Most Agents Make Here

Stop posting on social media hoping someone will call. Hope is not a marketing strategy. The agents who get results from marketing treat it like any other business activity — with a budget, a goal, a timeline, and a measurement system. If you can't track a marketing activity back to revenue within 90 days, either fix the tracking or stop the activity.

Related reading: [INTERNAL: insurance-agency-growth-strategies]

Why This Matters Right Now

The insurance marketing landscape is shifting fast. Agents who relied on Facebook ads for personal lines leads are seeing diminishing returns as platform costs rise and audience targeting degrades. Meanwhile, agents with strong organic presence — podcast appearances, local SEO, content marketing — are seeing compounding returns.

The lesson from this episode: pick one marketing channel, get good at it, and measure everything. The agents who spread their budget across five channels and master none are the ones who say "marketing doesn't work for insurance." It works. But only with focus and patience.

🎙️ Listen to the full episode: Bradley Hannon is Making Insurance Look Cool (At Least He's Trying) Apple Podcasts | Spotify | YouTube

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8 Comments

Join the Conversation

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Tom D.Tampa, FL2d ago

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

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Sarah M.Phoenix, AZ5d ago

The accountability framework alone is worth the read.

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Mike R.Dallas, TX8d ago

Real talk from real producers. No guru BS.

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Amy N.Denver, CO11d ago

Finally someone says it like it is.

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Dave K.Atlanta, GA14d ago

Implemented this last quarter - 23% increase in close rate.

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Linda C.Chicago, IL17d ago

Sent this to every agent on my team.

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Brian F.Charlotte, NC20d ago

This changed how I run my morning team huddles.

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Jessica L.San Diego, CA29d ago

Required reading for any serious agent.