The ONLY Thing You Need to Increase Insurance Sales Today — One Strategy That Works

By Craig Pretzinger & Jason Feltman6 min read

Hosts of The Insurance Dudes Podcast — 1,000+ episodes helping insurance agents build elite agencies

The ONLY Thing You Need to Increase Insurance Sales Today — One Strategy That Works

You already know what you're supposed to be doing. You've read the books, taken the training, listened to the podcasts. You've got a CRM you aren't fully using, a follow-up sequence you built but rarely run, and a list of warm leads you haven't touched in two weeks. The information is not the problem. It has never been the problem. And that is exactly what this conversation is about.

The Coffee Talk That Changes Everything

The Coffee Talk series exists because the most useful conversations in this industry happen informally, over a cup of coffee, between agents who are actually in it. No panels, no keynote slides, no sponsored talking points. Just the thing that is actually true, said plainly, by someone who has lived it.

This episode is Craig Pretzinger talking directly to you about the single lever that moves sales in your agency right now. Not a system. Not a strategy deck. One thing. And when you hear it, your first instinct will probably be to argue with it, because it does not sound complicated enough to be the answer.

The agents who argue are the ones who stay stuck. The ones who accept it and act on it are the ones who call in six months later with different numbers.

The Thing Nobody Wants to Hear

The only thing you need to increase insurance sales today is more conversations with prospects.

That's it.

Not a new dialer. Not a better script. Not a different lead source. Not a rebrand. More conversations. Consistent, high-volume, genuine conversations with people who might need what you sell.

Here is why this lands so hard: most agents are doing approximately everything except that. They are optimizing their quote page. They are A/B testing their email subject lines. They are attending webinars about conversion rates. They are managing their team's activity in a system nobody updates correctly. And they are talking to maybe four or five real prospects per day when they should be talking to twenty.

The math is not complicated. If you close one in ten conversations and you're having five conversations a day, you write one policy every two days. Double the conversations to ten and you write one every day. Get to twenty and you're writing two. None of that requires a new tool. It requires more dials, more doors, more outreach, and the discipline to do it before you do anything else.

The reason agents don't do this is not laziness. It's discomfort. Every conversation that doesn't close feels like evidence of failure. So agents unconsciously reduce the number of conversations they have, which reduces their exposure to rejection, which also reduces their production. They substitute activity that feels productive, admin, research, "strategy", for the one activity that actually produces revenue.

Volume Cures What Mindset Alone Cannot

There is a mindset conversation in insurance that Craig respects but pushes back on. Yes, mindset matters. Yes, belief systems affect your results. But mindset work without behavioral output is just therapy with a business card. You can believe in yourself completely and still write nothing because you didn't pick up the phone.

Volume is the shortcut past the mindset trap. When you're having fifty conversations a week, the ones that go badly don't define your day because there are forty-nine other data points. Rejection becomes statistical rather than personal. You stop catastrophizing individual outcomes because you've separated your identity from any single call.

Agents who talk to very few prospects make each one carry enormous psychological weight. The prospect who doesn't call back becomes a referendum on whether this business is working. The call that goes sideways becomes proof that the leads are bad or the market is wrong. That is what low volume does to your head, and the only cure is more at-bats, not better preparation for each one.

Prepare well. Script well. Know your products. And then go talk to more people than you talked to yesterday.

What This Means for Your Agency

Pull your activity numbers for the past thirty days. Not your production numbers, your activity numbers. How many outbound dials? How many connected calls? How many in-person or video conversations? How many genuine prospect interactions where you had a real exchange about their needs?

If you cannot answer those questions, that is your first problem. You are managing an agency by outcomes instead of inputs, which means you have no leverage over results. You can only affect what you measure.

Once you have the numbers, set a floor. A non-negotiable minimum number of real prospect conversations per day, per producer, per week. Not a goal. A floor. The number below which you do not let yourself or your team fall under any circumstances.

Then protect that floor ruthlessly. Meetings that could be emails don't get scheduled during phone time. Admin work happens after the morning production block. The conversations come first because the conversations are the business.

If you lead a team, make this visible. Post the daily conversation count somewhere everyone can see it. Not to shame low performers, to build a culture where production activity is the primary metric, and everything else serves it.

The Bottom Line

There is no shortcut more direct than the one Craig lays out here: talk to more people. Today. Not after you fix your CRM or update your value proposition or hire the right sales coordinator. Today, with what you have, call more people than you called yesterday. That is the only thing you actually need to move your numbers right now, and the only thing standing between you and doing it is the decision to start.


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About Craig Pretzinger: Craig Pretzinger is co-host of The Insurance Dudes podcast and a P&C agency owner who built his business through high-volume prospecting and systematic sales processes. He shares what actually works, without the fluff.

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