How to Build a Thriving Insurance Agency in Any Market: Paul Woodburn's Strategy

Craig Pretzinger & Jason Feltman3 min read

How to Build a Thriving Insurance Agency in Any Market: Paul Woodburn's Strategy

Stop asking 'When should I hire?' The real question is: what does your agency look like in six months if you don't?

In this episode, Craig and Jason sit down with Paul Woodburn 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

My main goal right now is hiring, I have the system in place, which I didn't always have, which allows me to be able to say to someone, it will work, you follow the instructions.

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.

Paul Woodburn: "Where do you see agencies going? What are you looking forward to?."

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

For established agents who feel busy but stuck, this hits the core issue. You're not lacking effort or knowledge. You're lacking leverage — and there's a very specific way to build it without hiring five people or burning your book down.

The nuance worth noting: And here it's well, you have to get the sales, but also your HR and your payroll, you know, your HR, your, your investments, you're everything, right. That detail separates agents who hear advice from agents who actually use it.

This connects to what we've covered in [INTERNAL: how-to-hire-insurance-agents] and [INTERNAL: insurance-agent-commission-split] . Same fundamentals, different angle. Stack them and the compound effect is real.

Jason: "My main goal right now is hiring, I have the system in place, which I didn't always have, which allows me to be able to say to someone, it will work, you follow the instructions."

Your Move This Week

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

1. Because you know what. 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. Yeah, it was crazy that year, I remember talking to Craig because we were both at scratch agencies. 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.

For more tactical depth, check out [INTERNAL: insurance-dudes-podcast-guide] and [INTERNAL: how-to-hire-insurance-agents].

Hear The Full Episode

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


🎙️ Listen to the full episode: Paul Woodburn's Warm Sand To Cold Sand Stands Surreal Success PART 2 Apple Podcasts | Spotify | YouTube

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