Insurance Lead Strategies Worth Revisiting

By Craig Pretzinger & Jason Feltman2 min read❤️702💬284

Insurance Lead Strategies Worth Revisiting

The last producer you hired cost $80K in salary, training, and lost opportunity before they ghosted in month four. Let's make sure that doesn't happen again.

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.

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

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.

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

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]


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8 Comments

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Brian F.Charlotte, NC0m ago

This changed how I run my morning team huddles.

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Jessica L.San Diego, CA9d ago

Required reading for any serious agent.

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Tom D.Tampa, FL12d ago

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

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Sarah M.Phoenix, AZ15d ago

The accountability framework alone is worth the read.

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Mike R.Dallas, TX18d ago

Real talk from real producers. No guru BS.

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Amy N.Denver, CO21d ago

Finally someone says it like it is.

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Dave K.Atlanta, GA24d ago

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

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Linda C.Chicago, IL27d ago

Sent this to every agent on my team.