Insurance Agency Hiring Done Right

By Craig Pretzinger & Jason Feltman2 min read❤️725💬291

Insurance Agency Hiring Done Right

73% of agency owners say hiring is their biggest challenge. Most solve it the same broken way — generic job posts and hoping for magic.

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

The Real Cost

Draw, training, CSR cleanup, subpar client service, opportunity cost of a good hire producing instead. Conservative total: $60-120K. Not a reason to avoid hiring — a reason to stop hiring when desperate.

[INTERNAL: insurance-agency-hiring-mistakes]

Look Outside Insurance

Industry recycles underperformers. Look for proven sellers from adjacent fields — car sales, restaurants, military. Insurance knowledge takes 90 days. Drive and people skills are permanent.

[INTERNAL: how-to-hire-insurance-producers]

The One Question

'Tell me about a time you failed and what you did next.' Can't name one? Lying. Blame others? They'll blame you. Describe learning and adjusting? You've found someone who survives year one.

[INTERNAL: commission-split-structure-new-agents]

The 90-Day Scorecard

Week 1-2: licensing, fundamentals. Week 3-4: shadowing. Month 2: supervised production, daily call reviews. Month 3: independent with weekly pipeline meetings. Specific targets: 30 dials/day, 5 QHH/week, 15% close by day 90.

[INTERNAL: when-to-hire-first-csr]


🎙️ Listen to the full episode: CT 2022’s Six Step Success Secret Sauce # 5 Hiring Apple Podcasts | Spotify | YouTube

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5 Comments

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T
Tom D.Charlotte, NC6d ago

This is exactly what I needed to hear today.

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Sarah M.Nashville, TN9d ago

Required reading for any serious agent.

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Mike R.Portland, OR12d ago

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

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Amy N.San Diego, CA15d ago

The accountability framework alone is worth the read.

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Dave K.Tampa, FL18d ago

Real talk from real producers. No guru BS.