Revisiting Insurance Strategies That Stand the Test of Time (Part 1)

You've been meaning to hire for six months. Every week it slides. Meanwhile, you're the bottleneck and your agency can't outgrow your personal capacity.

Craig and Jason sat down with Kirk Baker to dig into this — no theory, just what works, what failed, and what you can steal for your own book.

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]

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🎙️ Listen to the full episode: Captain Kirk Baker - The New Frontier of Agency Service and Task Delegation Part 1 RECAST Apple Podcasts | Spotify | YouTube

The Insurance Dudes — Separating the real from the BS in insurance sales since 2019.