Insurance Agency Hiring: How to Overcome Common Hiring Challenges

By Craig Pretzinger & Jason Feltman2 min read❤️693💬281

Insurance Agency Hiring: How to Overcome Common Hiring Challenges

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.

Stop Hiring When Drowning

Start recruiting before you need someone. Keep a list of impressive people — the waiter who handled chaos gracefully, the salesperson who didn't push. Best hires come from relationships, not desperate Indeed posts at 11pm.

[INTERNAL: insurance-agency-hiring-mistakes]

Comp That Works

Commission-only eliminates your talent pool. Modest draw — $3-4K/mo for 120 days, repayable from future commissions — expands candidates dramatically. $12K investment producing $200K new premium at 15% = $30K revenue. Good math.

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Train Sales First

Traditional training starts with coverages and ISO forms. By the time they understand endorsements, they've forgotten they're here to sell. Teach calling, discovery, presentation, objection handling first. Product knowledge follows activity.

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When to Cut Bait

Not at 50% of benchmarks by day 60? Have the conversation. Specific numbers. 30-day deadline. Keeping non-performers past 90 days costs more every day you wait. Sometimes performance plan. Sometimes clean break. Never 'wait and hope.'

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


🎙️ Listen to the full episode: Hiring Blues & How To's - Insurance Agency Playbook Apple Podcasts | Spotify | YouTube

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8 Comments

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Dave K.Atlanta, GA4d ago

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

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Linda C.Chicago, IL7d ago

Sent this to every agent on my team.

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Brian F.Charlotte, NC10d ago

This changed how I run my morning team huddles.

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Rachel P.Nashville, TN13d ago

Craig and Jason always deliver.

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JT ThompsonPortland, OR16d ago

This is exactly what I needed to hear today.

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Jessica L.San Diego, CA19d ago

Required reading for any serious agent.

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Tom D.Tampa, FL22d ago

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

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Sarah M.Phoenix, AZ25d ago

The accountability framework alone is worth the read.