The Biggest Opportunity for Insurance Agency Owners in 2023

The conventional wisdom says buy more leads, make more dials, close more deals. What if the agents actually winning aren't playing that volume game at all?

This Insurance Agency Playbook episode tackles something that trips up agencies at every level — from the solo agent working out of a spare bedroom to the owner managing a team of ten. The principle is deceptively simple. The execution is where most people stall.

The Problem Nobody Talks About

My name is Jason Feldman. But before I dive into that, I want to tell you, the reason why not setting this up correctly can actually destroy your agency.

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.

Craig: "All right, I want to tell you 2020 threes biggest opportunity for insurance agency owners,."

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

Whether you're grinding through year one or optimizing year eight, the principle scales. The agents who build real wealth in this business aren't doing more. They're doing different. And the gap between those two things is everything.

The agents who act on this don't wait for the perfect moment. They pick one thing, implement it imperfectly, measure the result, and adjust. That cycle — action, measurement, adjustment — is the real competitive advantage in this business.

This connects to what we've covered in [INTERNAL: insurance-lead-generation-guide] and [INTERNAL: buying-insurance-leads-worth-it] . Same fundamentals, different angle. Stack them and the compound effect is real.

Your Move This Week

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

1. And the reason why we weren't buying a ton is because I didn't know you know, if we get a return on it, right. 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. And we weren't because we just buy leads, we hand it to our agents, and we just say call those and they'd be called. 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: insurance-lead-generation-guide].

Hear The Full Episode

This post hits the highlights, but the full episode is where the real value lives. Craig and Jason go back and forth on the details, share examples from their own agencies, and break down the exact steps they'd take if they were starting from zero today. Hit play.

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🎙️ Listen to the full episode: 2023s Biggest Opportunity For Insurance Agency Owners - Insurance Agency Playbook Apple Podcasts | Spotify | YouTube

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