Battle-tested strategies from 1,000+ episodes on how to grow your insurance agency. From $0 to 7 figures — real playbooks from agents who've done it.
653 episodes from Craig Pretzinger & Jason Feltman, hosts of The Insurance Dudes Podcast
03/20/2026 · 6 min read
Beau Vincent grew Vincent Family Insurance from 300 to nearly 13,000 policies by building culture, accountability, and leadership systems. Now he teaches other agency owners to do the same.
03/13/2026 · 6 min read
Dean Bowen of Patriotic Insurance Group built a commercial prospecting system from scratch using cold email and data—and learned why selling to friends and family is a strategy that eventually runs dry.
03/06/2026 · 6 min read
Brendan Keegan has scaled companies through transformational growth six times. His insight on fear-based cultures, the value of failure, and why simplifying complexity creates better leaders is essential for agency owners who want to grow sustainably.
02/27/2026 · 6 min read
The assumption that every great insurance producer needs a 'high D, high I' DISC profile is costing agencies great hires. The IDudes Mailbag breaks down what assessments actually reveal—and what they miss.
02/20/2026 · 5 min read
A paid traffic pipeline, group interviews, behavioral assessments, structured onboarding, and activity-based standards—here's the complete 5-step hiring framework from the Insurance Dudes Mailbag.
02/06/2026 · 6 min read
Small business owner and strategic leader Jack Wingate breaks down how discipline, smart automation, and intentional resource allocation create businesses that scale without sacrificing the human element that matters.
01/30/2026 · 6 min read
Seth Preus built Racing Snail and Leaderboard Legends by studying what actually drives human performance. His framework on intrinsic motivation and data-driven accountability transforms how agencies build high-performing teams.
01/23/2026 · 6 min read
Former Farmers Insurance agency owner Sheppard Bowen shares the real mechanics of sustainable agency growth—consistency over time, structured lead generation, and team accountability that sticks.
01/19/2026 · 6 min read
Justin Thomas left insurance to build Insurance Advertising Masters—helping agents use Facebook and YouTube ads to create consistent conversations without buying cold leads. Here's the model.
01/09/2026 · 6 min read
Jason Levine's path from aviation ambitions to enterprise-level agency operations produced a clear-eyed view of what actually drives sustainable growth—hint: it's rarely what you think when you're new.
01/02/2026 · 6 min read
Eric Brown reconstructs accidents for a living and has seen firsthand what happens when coverage is inadequate. His insights on liability gaps, underinsured drivers, and the agent's duty to educate will change how you talk to clients.
12/26/2025 · 6 min read
Consultant Kelly Donahue brings a decade of working with independent agencies to the question of what really drives sustainable growth—and it starts with leadership, not tactics.
12/19/2025 · 5 min read
Kevin Stein of Delos Insurance Solutions uses aerospace-grade AI modeling to provide wildfire coverage where traditional carriers won't go. Here's what that means for agents and their high-risk clients.
12/12/2025 · 6 min read
Galen Hair has recovered over $1 billion for policyholders in 25+ years at Insurance Claim HQ. His core lesson: presence, empathy, and radical honesty matter more than any technical expertise.
12/05/2025 · 6 min read
Andy Neary rebuilt his insurance career from scratch through personal brand. His blueprint for getting through the '90-day wall' before results appear is essential reading for any agency owner investing in marketing.
11/28/2025 · 6 min read
Dan Garzella, founder of The Garzella Group, shares how showing up consistently beats waiting for motivation—and why most new creators get visibility completely wrong.
11/21/2025 · 5 min read
With over 25 years in insurance, Michelle O'Connor shares how structured follow-ups, intentional use of technology, and management systems create businesses that don't require owners to be everywhere at once.
11/14/2025 · 6 min read
Brian Greenberg of True Blue Life Insurance reveals how combining AI tools, optimized landing pages, and relentless follow-up creates a modern life insurance sales engine that actually converts.
11/07/2025 · 5 min read
Nathan Glass, founder of Utopia Risk, breaks down how everyday conversations reveal character—and why catching red flags early is the most valuable business skill you can develop.
10/31/2025 · 5 min read
Mark Flockhart built Valor Insurance Group by combining digital content, careful carrier selection, and hands-on client relationships. His system turns complexity into competitive advantage.
10/24/2025 · 5 min read
Dr. Nicole Price's book 'Spark the Heart' reframes empathy not as a feeling but as a deliberate organizational system. Here's what that means for insurance agency owners.
10/20/2025 · 5 min read
Theater training and insurance sales have more in common than you'd think. Susana Gibb turned her acting background into a leadership superpower—here's the playbook.
10/10/2025 · 6 min read
Andrew Engler co-founded Kettle to combine machine learning, real-world mitigation, and reinsurance into a model that actually lowers wildfire risk—not just prices it. The implications for the future of insurance are significant.
09/27/2025 · 6 min read
Melissa Dillon has spent her career healing the wounds that traditional education leaves on adults—including insurance agents who internalized failure as identity. Her reframe is immediately useful in any sales career.
09/19/2025 · 6 min read
Brian Ahearn's second conversation goes deeper: how choosing love over fear in business relationships—with clients, partners, and family—creates the authentic influence that actually builds lasting agencies.
09/16/2025 · 6 min read
Roger Short co-founded Life Insurance Academy after 25 years of entrepreneurial experience that taught him one thing: consistency and trust-building beat price competition every time. Here's his framework.
09/05/2025 · 6 min read
Chase Beach co-founded InsureGrid to solve the data collection problem that wastes hours of every agent's week. The technology is already changing how agents buy and sell—here's what you need to know.
08/29/2025 · 6 min read
Julian Chambers went from network marketing straight out of high school to writing ten Medicare Advantage policies a week. His mindset systems and personal development rituals are the infrastructure behind the production.
08/15/2025 · 6 min read
Don Wilson went from running retail clothing stores in West Virginia to building a multi-state insurance agency on the strength of authentic branding and relentless persistence. His prospecting creativity is something else entirely.
08/08/2025 · 5 min read
Brandon Wolfe of Jordan Partners has negotiated insurance agency deals from both sides of the table. What he's learned about what makes an agency valuable—or not—will change how you build yours.
08/01/2025 · 6 min read
Kathy Hitchcock opened Hitchcock Insurance Group in 2015 and immediately faced back-to-back rate hikes in the worst possible market conditions. What she built through that period is a resilience blueprint every agent needs.
07/16/2025 · 5 min read
Sethe Smith built a top-performing Fort Wayne agency by being relentlessly honest about the hard parts—hiring, retention, failure—and building a culture that turns those lessons into performance.
07/09/2025 · 5 min read
Tung Le launched his Allstate agency in Houston in March 2020—the same week the world shut down. Three years later he had a $12 million book. What he did differently is a masterclass in adaptation.
07/02/2025 · 5 min read
Cassidy Arbeli walked away from a thriving captive agency to build something better—a multi-business operation with systems that give her real freedom. Here's what she built and how she did it.
06/25/2025 · 5 min read
Dan Kitajima built a $17 million captive agency, then watched his carrier non-renew $6 million in policies. His pivot to independent—and what he learned about resilience, flexibility, and survival—is essential reading.
06/18/2025 · 5 min read
Ben Bucher went from McDonald's manager to owning multiple insurance agencies across the country. His most valuable lessons came from the moments his business nearly collapsed—not from when it was thriving.
06/12/2025 · 5 min read
BJ Hill traded a basketball coaching career for insurance and built Summit Insurance into an $18 million agency in Loveland, Colorado. The leadership principles that win games also build extraordinary teams.
06/05/2025 · 5 min read
Patrick Albrecht went from Air Force engineer to president of a wholesale insurance firm by mastering niches most agents ignore—healthcare, municipalities, and forestry. Here's what he learned.
06/05/2025 · 5 min read
Rob Liano went from financial rock bottom to becoming a top sales coach by mastering one principle: stop selling at people and start solving their problems. Here's the framework that changes everything.
06/05/2025 · 5 min read
David Carothers built a powerhouse Tampa commercial agency by deliberately hiring people with zero insurance experience. His counter-intuitive approach to recruiting is producing results the industry can't ignore.
06/05/2025 · 5 min read
David Kelly wrote the book on incentive compensation management and founded BobTrack to fix it. If your agency can't reconcile its commissions, you're leaving real money on the table every month.
06/05/2025 · 5 min read
Wild Bill Rice has seen what separates agents who convert internet leads from those who waste them. It comes down to nurturing, persistence, and understanding what leads actually are.
06/05/2025 · 5 min read
Jas Takhar built a personal media squad that transformed his business. His content-first approach to staying top-of-mind is exactly what insurance agents need to steal right now.
06/05/2025 · 5 min read
Brian Ahearn has spent decades studying how human psychology drives decisions. His principles of ethical influence apply directly to how insurance agents build trust and close more business.
06/05/2025 · 6 min read
Peter Fournier went from flipping Pokémon cards to mastering mortgage protection and referral systems that removed cold leads from the equation entirely. Here's the process that changed his business.
06/05/2025 · 5 min read
Dave Williams built a multi-million dollar insurance empire by mastering culture, hiring systems, and health-fueled performance. His non-negotiables for agency owners who want to scale are worth your full attention.
06/05/2025 · 5 min read
Gleb Tsipursky, the 'Decision Doctor,' reveals the cognitive biases costing insurance agents money every day—and the specific techniques to override them for better business outcomes.
06/05/2025 · 5 min read
Jay Bregman couldn't get insurance for his drone gigs, so he built Thimble to fix it. His story of disciplined expansion and market-driven product design is a masterclass in insurtech done right.
01/30/2025 · 6 min read
While everyone chases digital leads, Rudy Surovick has been quietly building insurance books using direct mail and relationship techniques that most agents have abandoned — and his results are hard to argue with.
01/15/2025 · 7 min read
Chris Cheatham saw that insurance's document complexity was a technology problem with a machine learning solution. His journey from law to co-founding Risk Genius to spinning out Milo is a blueprint for thinking about where AI fits in the insurance industry.
01/14/2025 · 4 min read
Chris Cheatham co-founded Risk Genius and pioneered insurance AI technology after discovering that complex legal documents were exactly the problem machine learning was built to solve. Full episode drops tomorrow.
01/08/2025 · 6 min read
Ryan Schaffer's journey from aspiring firefighter to mortgage professional to insurance strategist produced a cross-industry framework for identifying critical success traits, building durable referral partnerships, and scaling operations without losing competitive edge.
01/07/2025 · 4 min read
Ryan Schaffer survived the 2008 financial crisis in mortgage and translated those hard lessons into an insurance agency efficiency framework built around specific traits, referral partnerships, and systems that scale. Full episode drops tomorrow.
12/25/2024 · 6 min read
Ramis Hakim went from aspiring minister to final expense powerhouse by doing one thing most agents won't: picking a narrow lane and becoming the best in the country at it. His specialization philosophy and culture framework are immediately actionable.
12/19/2024 · 6 min read
With nearly two decades in insurance, Adam Pisani has seen what separates agents who build lasting businesses from those who plateau. His answer is uncomfortable but undeniable: motivation is infrastructure, not decoration.
12/11/2024 · 6 min read
Becky Isbell entered insurance in 2000 with a family to build and a career to launch simultaneously. Two decades of navigating captive-to-independent transitions, market volatility, and personal challenges left her with battle-tested wisdom every agent needs.
12/10/2024 · 4 min read
Becky Isbell entered insurance in 2000 and built her career on an unconventional foundation: family first, community always, and a deliberate practice of finding joy even when the business gets hard.
12/04/2024 · 6 min read
Khashayar Fadaie discovered that the gap between struggling and thriving wasn't knowledge — it was self-awareness. Recognizing his own patterns, behaviors, and blind spots became the most important business skill he ever developed.
12/03/2024 · 4 min read
Khashayar Fadaie's journey from humble beginnings to independent insurance success is a masterclass in self-awareness and the mindset required to thrive in an industry that tests you daily. Full episode tomorrow.
11/28/2024 · 6 min read
Dimitri Apostle didn't just build a referral-based agency — he engineered one like a production line, creating repeatable processes that grew his book to $11 million without depending on any single person's hustle.
11/20/2024 · 6 min read
Stephanie Riggins launched her insurance agency during a pandemic with no conventional playbook to follow. The systems she built out of necessity turned into her most durable competitive advantages.
11/19/2024 · 4 min read
Stephanie Riggins went from waitress to thriving insurance agency owner in a journey that required a fundamental change in how she thought about selling, scaling, and self-worth. The full episode drops tomorrow.
11/13/2024 · 6 min read
Nicholas Sakha discovered that tracking exactly where every client comes from unlocks the growth lever most agents are missing. Combined with consistent Instagram and TikTok content, his Las Vegas agency generates leads that convert at rates paid traffic can't match.
11/12/2024 · 4 min read
Nicholas Sakha built a thriving Las Vegas insurance agency while refusing to sacrifice his health or his family. His approach to sustainable growth challenges the hustle-at-all-costs narrative.
11/05/2024 · 4 min read
Troy Korsgaden has helped thousands of agents reposition their agencies for growth. His power positioning framework challenges how most agents think about their market presence and client value.
10/23/2024 · 6 min read
Nik Champion built Champion Insurance Agency by doing two things most owners get wrong: hiring producers with the right traits instead of the right resume, and then actually letting them work.
10/17/2024 · 5 min read
The spark that made you start your agency doesn't have to fade forever. Specific, actionable changes to how you structure your day and lead your team can bring back the energy that made this business feel exciting.
10/16/2024 · 4 min read
The top 1% of P&C agents aren't working harder than you — they've built systems that make elite performance repeatable. Here's what those systems actually look like.
10/15/2024 · 4 min read
Founding member status in Agent Elite means lifetime access to the one P&C community built around real operational knowledge, not generic motivational content. The window closes October 21st.
10/14/2024 · 4 min read
The agents who build million-dollar books of business don't do it alone — they surround themselves with people who've already solved the problems they're facing. That's what Agent Elite is built for.
10/10/2024 · 5 min read
When your agency stops growing and employees drain your energy, most owners grind harder. The real fix is a six-step framework that runs your business on math and leads your team with emotion.
09/12/2024 · 6 min read
Craig's agency went from unpredictable revenue to explosive, measurable growth once the telefunnel clicked. Here are the actual numbers, the timeline, and what it takes to replicate them.
09/11/2024 · 6 min read
The difference between an agency that grows and one that just gets busier is a scalable process. Craig's journey from DIY chaos to a documented sales machine reveals the specific inflection points that change everything.
09/06/2024 · 5 min read
Bad dialing hires are one of the most expensive mistakes an insurance agency can make. Craig's blueprint for finding, vetting, and onboarding dialing specialists who produce from day one.
08/23/2024 · 5 min read
The outsource-vs-in-house debate for insurance telemarketing has a real answer — and it depends on factors most agency owners never think to measure. Here's the framework to make the right call.
08/21/2024 · 6 min read
Every insurance agent passes through the Dunning-Kruger valley — the painful gap between early confidence and earned competence. Understanding this psychology is the gateway to building a consistently profitable agency.
07/26/2024 · 6 min read
Managing a remote insurance team requires a completely different leadership playbook. Jorge Carbonell shares the culture systems, accountability frameworks, and hard lessons that make distributed teams work.
07/24/2024 · 6 min read
Jorge Carbonell has hired and developed more insurance producers than most agency owners will ever meet. In Part 1, he shares the hiring frameworks and culture principles that separate high-performing agencies from the rest.
07/02/2024 · 6 min read
Matthew Murray's approach to life insurance and final expense conversations reveals why most agents leave money on the table — and what to say instead to help clients and grow your revenue simultaneously.
06/27/2024 · 6 min read
Matthew Murray built his agency his way — with equal parts humor, hard-won wisdom, and a refusal to follow the conventional playbook. Part 1 covers the wild early days and the mindset that made the difference.
06/25/2024 · 6 min read
Part 2 of our conversation with Justin Brock goes deep on the actual AI systems behind his $70 million agency — the content engine, the automation architecture, and what he'd build first if starting over today.
06/20/2024 · 5 min read
Justin Brock grew a small insurance agency into a $70 million operation — and he did it by letting AI and automation do what humans can't sustain. Part 1 of a conversation that changes how you see your agency's ceiling.
06/11/2024 · 5 min read
Craig almost cancelled his 2019 Christmas trip to Kauai before a single insight about client lifetime value changed everything. Here's the math that changes how you think about every dollar you spend.
06/06/2024 · 5 min read
Most agents get mediocre results from ChatGPT because they ask mediocre questions. These 8 prompting principles will transform your AI output from generic to genuinely useful.
06/04/2024 · 5 min read
Language models like ChatGPT aren't a curiosity — they're a career skill. Insurance agents who learn to use them well will outperform those who don't, starting today.
05/30/2024 · 5 min read
Blockbuster had 60 million customers and missed the streaming wave. Insurance agencies that ignore AI right now are making the same mistake. Here's how to be Netflix.
05/21/2024 · 6 min read
Referrals aren't luck — they're a system. The agencies growing fastest have a repeatable referral engine that runs without chasing clients or begging for introductions.
05/16/2024 · 5 min read
The right technology stack doesn't just save time — it makes your agency scalable without hiring your way to chaos. Here's how to audit, automate, and actually use the tools available to you.
05/14/2024 · 5 min read
In a sea of sameness, most insurance agencies sound identical. Learn how to build a UVP that makes prospects stop scrolling, pick up the phone, and choose you over every other option.
05/09/2024 · 5 min read
Most agents hustle harder when growth stalls — but the ones who actually scale have learned to work smarter. Here's the strategic playbook for sustainable agency expansion.
04/25/2024 · 6 min read
Jason Feltman makes the case for bringing a scientific, data-driven approach to the problems that drain insurance agency productivity — and why clear processes are the prerequisite for every solution that lasts.
04/23/2024 · 6 min read
Saying goodbye to a team member is one of the hardest things an agency owner does. Done well, it strengthens culture. Done poorly, it poisons the team. Here's the framework for doing it right.
04/18/2024 · 6 min read
Research shows people retain only 25% of what they hear. Craig breaks down the active listening techniques that dramatically improve sales conversations, client retention, and conflict resolution in any agency.
04/16/2024 · 6 min read
In-N-Out Burger built a cult following with four menu items. The same radical focus that keeps their lines long can make your P&C agency consistently outperform competitors who try to do everything.
04/09/2024 · 6 min read
Matching and mirroring, reframing objections, and anchoring positive associations are the tools that top agents use to build rapport beyond scripts. Here's how to use them ethically and effectively.
04/04/2024 · 5 min read
People decide emotionally and justify logically. These five psychology-backed sales principles help insurance agents build genuine rapport, credibility, and trust that translate into better outcomes for everyone.
04/03/2024 · 6 min read
After covering what doesn't work, Craig and Jason get direct: real-time internet leads are the foundation, live transfers have a role but serious limits, and direct mail is not what you think it is.
04/02/2024 · 6 min read
New P&C agents keep repeating the same marketing mistakes. Craig and Jason lay out exactly why cold calling, generic email blasts, and social media ads are a losing game — and what to do instead.
03/28/2024 · 6 min read
The biggest hiring error isn't picking the wrong candidate — it's not being in the market until desperation forces you. Craig and Jason break down five strategies for hiring before you need to.
03/26/2024 · 6 min read
Richard Feynman's famous learning technique, adapted for insurance, gives agents a four-step framework that simplifies complex coverage concepts for clients and deepens agents' own mastery simultaneously.
03/18/2024 · 5 min read
Pushing 100% on four hiring pillars while ignoring a fifth is worse than hitting 80% on all five. Craig and Jason's talent acquisition framework explains why balance beats intensity every time.
03/06/2024 · 6 min read
Jorge Carbonell gets tactical on the lead systems, producer development frameworks, and growth strategies that keep his agency thriving regardless of market conditions. Part 2 of 2.
03/04/2024 · 5 min read
Agency owner Jorge Carbonell has mastered something most insurance owners never do: adapting to continuous change without losing team cohesion, personal resilience, or forward momentum. Part 1 of 2.
02/26/2024 · 5 min read
The most expensive line item in your agency isn't your lead budget or your rent. It's the wrong person in the wrong seat — and most agency owners can't see it until the damage is done.
02/23/2024 · 5 min read
Short-term competitions and activity-based incentives aren't gimmicks — they're precision instruments for breaking through performance plateaus. Here's the blueprint that actually works.
02/19/2024 · 5 min read
Even a mediocre salesperson following a solid process can outperform a talented one without one. Craig and Jason break down why fixing your process is the highest-leverage move your agency can make.
02/07/2024 · 6 min read
Kian Gohar gets tactical on developing emotional intelligence, structured curiosity, and the human-AI collaboration model that future-proofs your agency. Part 2 of 2.
02/05/2024 · 5 min read
Innovation expert Kian Gohar argues that the agencies winning in the AI era aren't the ones with the best tech — they're the ones with the sharpest human skills. Part 1 of 2.
01/31/2024 · 6 min read
Core values, mission, and vision aren't HR buzzwords — they're the operational infrastructure that separates agencies that thrive from ones that churn through people and plateau. Here's how to build them.
01/29/2024 · 5 min read
Bill Eggert didn't need a CRM to build an extraordinary insurance career. Craig unpacks what the Green Sheets framework reveals about time, control, and the human edge in a tech-saturated industry.
01/24/2024 · 6 min read
Alejandro and Laura go deeper on the community mechanics and brand architecture that turned a December startup into a loyalty-driven business — with direct lessons for your insurance agency. Part 2 of 2.
01/22/2024 · 5 min read
Alejandro and Laura built a mushroom coffee company from scratch with an NFL legend. The systems, community, and brand discipline they used are a masterclass for any insurance agency owner. Part 1 of 2.
01/17/2024 · 5 min read
Bastion Agency USA founder Dax Cornelius gets tactical on what digital alignment actually looks like in practice — and why most agencies are solving the wrong problem entirely. Part 2 of 2.
01/15/2024 · 5 min read
A decorated Air Force fighter pilot turned insurance entrepreneur shares what combat taught him about connectivity, relevance, and surviving the digital age. Part 1 of 2.
01/10/2024 · 6 min read
The remote vs. in-office debate isn't about ideology — it's about what produces consistent results for specific people in specific roles. Jason Feltman shares what he learned going 100% remote.
01/08/2024 · 6 min read
Most insurance agency bonus programs produce a temporary spike and a long-term entitlement problem. Jason Feltman explains the incentive design that actually sustains motivation — and it's not what you think.
01/03/2024 · 6 min read
Technology is the what. Mindset is the how. Stacey Brown's Part 2 explains the internal orientation that determines whether insurance agencies adapt to change or get left behind by it.
12/27/2023 · 6 min read
Flexibility without accountability is chaos. Eric Yaverbaum's Part 2 delivers the specific management practices that turn a flexible workplace into a high-performing one.
12/20/2023 · 6 min read
Ericho Communications CEO and author Eric Yaverbaum has spent decades studying what makes workplaces attract and keep top talent. His findings should concern any agency owner still operating 2019 policies.
12/18/2023 · 6 min read
One good ideation session doesn't make an innovative agency. Jeremy Utley's Part 2 builds the organizational culture that keeps creative problem-solving as the daily default — not the annual retreat.
12/13/2023 · 6 min read
Stanford's Jeremy Utley has studied innovation at the world's most creative organizations. His core insight — that volume of ideas beats quality of ideas — has immediate applications for stagnant insurance agencies.
12/04/2023 · 6 min read
Going remote without the right infrastructure is how agencies lose culture, accountability, and their best people. Kathleen Quinn Votaw's framework builds the foundation first.
11/27/2023 · 6 min read
Knowing AI matters is step one. Knowing where to start, what to build first, and how to avoid the implementation traps is what separates agencies that succeed with tech from those that stall.
11/22/2023 · 6 min read
Jeff Pedowitz has spent decades at the intersection of technology and business growth. His take on AI's impact on insurance is urgent, practical, and impossible to ignore.
11/20/2023 · 6 min read
The shift from struggling producer to top performer isn't just tactical — it's deeply personal. Gary Cooper's Part 2 reveals the specific inner work that makes lasting performance change possible.
11/15/2023 · 6 min read
Gary Cooper built success the hard way — through adversity, self-doubt, and the strategic use of a mindset most people misunderstand. His story reframes what confidence actually means in insurance sales.
11/06/2023 · 6 min read
After you know what you want from an M&A deal, you need to know how to structure it. Bill Snow's Part 2 is the practical guide to getting the deal right — not just getting a deal.
11/01/2023 · 6 min read
Mergers and acquisitions in insurance are accelerating. Bill Snow — author, speaker, and M&A veteran — breaks down the personality-first question every agency owner needs to answer before they sign anything.
10/30/2023 · 6 min read
Great agencies aren't built by great salespeople — they're built by leaders who can replicate themselves. Brendan Keegan's mentorship framework shows you exactly how to do it.
10/25/2023 · 6 min read
Brendan Keegan runs one of the country's largest fleet companies and has a clear-eyed view of risk that most insurance agents never hear from the client side of the table.
10/23/2023 · 5 min read
Robert Greene's first law — Never Outshine the Master — is one of the most misunderstood principles in professional life. Here's how it plays out in the PNC insurance world.
10/18/2023 · 6 min read
Having clarity on who you serve is step one. Andy Neary's Part 2 deep-dive shows how to build the marketing infrastructure that turns that clarity into a steady stream of warm prospects.
10/16/2023 · 6 min read
Demographics tell you who your prospect is. Psychographics tell you why they buy. Insurance veteran Andy Neary explains why the second question is the one that changes everything.
10/11/2023 · 5 min read
Most agencies underperform not because of bad agents but because of blurry standards. Here's how to define and enforce expectations that actually drive elite performance.
10/09/2023 · 6 min read
When leads underperform, the first instinct is to blame the leads. But the real culprits are almost always internal — follow-up failures, poor CRM discipline, emotional detachment from the sale. Here's the full breakdown.
10/04/2023 · 6 min read
Getting millennial producers in the door is only half the challenge. Tony Canas explains what keeps them — and what sends them searching for the exit even when they like their work.
10/02/2023 · 6 min read
Tony Canas — insurance nerd, blogger, and millennial advocate — brings a frank assessment of why the industry struggles to attract young talent and what agencies can do differently starting now. Part 1 of 2.
09/27/2023 · 6 min read
These 5 hiring mistakes show up in agencies of every size and every market. They're predictable, costly, and entirely avoidable — but only if you know what to look for before the offer letter goes out.
09/25/2023 · 5 min read
Great hires don't happen by accident. These 5 specific hiring practices — from structured interviews to values-first screening — are what separate agencies with consistently strong teams from those stuck in a perpetual hiring cycle.
09/20/2023 · 6 min read
From de-escalating frustrated clients to resolving producer conflicts that affect agency morale, Dr. Lori Morocco's concrete toolkit gives insurance professionals the communication skills that no licensing exam ever teaches.
09/18/2023 · 6 min read
Dr. Lori Morocco coaches insurance professionals on the communication and conflict resolution skills that every agent needs but almost no one formally develops. Part 1 covers the foundation — and why small consistent steps beat dramatic transformations.
09/13/2023 · 5 min read
The first 30 seconds of a phone call either earns the next two minutes or loses the entire conversation. Here's exactly how to open every call in a way that builds instant credibility and keeps prospects engaged.
09/11/2023 · 5 min read
When Craig and Jason finally sat down together after a long stretch apart, they agreed on one thing: the urge to control everything is the single most common and most costly mistake in insurance agency leadership.
09/06/2023 · 6 min read
Dr. Nicole Price's practical empathy framework gives insurance agency owners a concrete path to developing the leadership skill that most directly impacts team retention, client loyalty, and agency culture. Part 2 of 2.
09/04/2023 · 6 min read
Dr. Nicole Price traded an engineering career for a mission to teach leaders how to lead with empathy — and her framework is reshaping how insurance agency owners think about team performance and client trust. Part 1 of 2.
08/30/2023 · 5 min read
You don't need a massive marketing budget to build a consistent sales machine. Jason Feltman's cost-effective approach — daily lead buying, conversion optimization, systematic follow-up — compounds over time.
08/28/2023 · 5 min read
Understanding why people say yes — and why they stall — transforms every sales call from a performance into a conversation. Jason Feltman breaks down the psychology that top producers use intuitively.
08/23/2023 · 5 min read
Rate is rarely the real reason clients leave. Jason Feltman reveals the retention strategies — rooted in genuine care and consultant-level service — that keep clients for decades instead of months.
08/21/2023 · 5 min read
From hiring the wrong people to skipping accountability coaching, these 7 mistakes are bleeding your agency's revenue quietly. Jason breaks down each one with specific fixes.
08/16/2023 · 5 min read
Chaos in an insurance agency isn't a people problem — it's usually a process problem. Defined, documented processes eliminate the ambiguity that creates drama and prevent the inefficiency that caps growth.
08/14/2023 · 6 min read
Most agency owners spend more time managing the wrong people than developing the right ones. Here's the full cycle — recruiting through separation — built around values alignment, not just skill screening.
08/09/2023 · 5 min read
Most agencies have core values on a poster and a completely different set of values operating in practice. Closing that gap is the difference between principles that transform your agency and principles that just waste wall space.
08/07/2023 · 5 min read
A clearly defined agency purpose isn't a nice-to-have for your website's About page. It's the single most powerful tool for attracting aligned clients, retaining A-players, and making every decision faster.
08/02/2023 · 5 min read
Ego is the silent growth killer in most insurance agencies. The 'my way or the highway' mindset doesn't just frustrate your team — it structurally prevents the 5 Ps from ever taking root.
07/31/2023 · 5 min read
Purpose, Principles, People, Processes, Performance — the 5 Ps aren't motivational buzzwords. They're the structural framework that allowed one agency to scale with a Telefunnel strategy that actually works.
07/26/2023 · 5 min read
The version of agency freedom most agents are chasing no longer exists. The insurance landscape has changed — and the path to a self-sustaining agency requires a completely different approach.
07/24/2023 · 5 min read
Objections happen on 90% of insurance sales calls. Most agents wing it. The agencies that win build a team-driven objection playbook and practice it until responses are automatic.
07/19/2023 · 5 min read
A proposal that just lists coverage options is a document. A proposal that sells is a story with a conclusion. Part 7 of the sales script series shows how to build the second kind.
07/17/2023 · 5 min read
Explaining coverage to clients doesn't have to be a data dump. The What-How-Story-Tie-Down method turns complex insurance terms into stories clients understand — and buy.
07/12/2023 · 5 min read
Most insurance agents lose the call in the first 15 seconds. The 4-part opener framework changes that by giving prospects a reason to stay on the line and actually listen.
07/10/2023 · 5 min read
The final piece of the P&C sales team series: the culture decisions and accountability structures that sustain high performance over time instead of producing a one-month spike and a regression.
07/05/2023 · 5 min read
Part 3 of the P&C sales system series: the specific lead tracking tool every agent needs and the differentiation approach that turns your agency into something prospects remember.
07/03/2023 · 5 min read
Part 2 of Jason Feltman's sales system: the specific metrics, scorecards, and tracking tools that allow agency owners to coach producers from data rather than gut feel.
06/28/2023 · 5 min read
Part 1 of Jason Feltman's deep-dive into the exact sales approach that rehabilitated a struggling agency: value-first positioning, the napkin tactic, and how to make clients feel the difference.
06/26/2023 · 5 min read
Jason Feltman unpacks the crucial difference between what an agency pays you today and what it's actually worth over time — and why most owners dramatically underestimate the long-term return.
06/21/2023 · 5 min read
The six traits that separate exceptional insurance agency leaders from average ones aren't personality gifts — they're learnable behaviors. Attitude, empathy, work ethic, coachability, self-control, and energy.
06/19/2023 · 5 min read
Craig Pretzinger names the painful trap most P&C agents fall into: the more hours they work, the less their hourly output is worth. The fix isn't more hustle — it's strategic leverage.
06/14/2023 · 5 min read
Part 2 with Jackson Cromer goes inside his surety bond operation — the workflows, client education systems, and agency processes that allow him to serve a specialized market at scale.
06/12/2023 · 5 min read
Jackson Cromer is doing things with surety bonds and artificial intelligence that most insurance agents haven't even considered. Part 1 covers the AI tools changing how agencies create content and serve clients.
06/07/2023 · 5 min read
Seth Godin's 'The Dip' holds the key to one of the hardest decisions in business: knowing when persistence is a virtue and when it's just stubbornness with a better story.
06/05/2023 · 5 min read
Jason Feltman identifies the single most common misconception that prevents insurance agency owners from breaking through their growth ceiling — and it's probably not what you think it is.
05/31/2023 · 5 min read
The counterintuitive truth about insurance agency growth: serving fewer types of clients better produces more business than trying to be everything to everyone. Here's how niche specialization works.
05/29/2023 · 5 min read
No commission check compensates for a broken marriage or kids who barely know you. Jason Feltman challenges insurance agency owners to redefine what success actually means before it's too late.
05/24/2023 · 5 min read
Jason Feltman ran a multimillion-dollar sales team and extracted five lessons most managers learn too late. These aren't motivational platitudes — they're operational truths that change how you lead.
05/22/2023 · 5 min read
The final episode in the scaling trilogy: how Craig Pretzinger breaks down big agency goals into executable pieces, communicates them to his team, and builds the momentum that makes scaling feel inevitable.
05/17/2023 · 5 min read
Part 2 of the agency scaling series goes deeper into team dynamics: the communication habits, cultural norms, and environment-setting decisions that separate thriving agencies from chaotic ones.
05/15/2023 · 5 min read
Scaling an insurance agency without the right systems doesn't produce growth — it produces chaos at higher volume. These three foundational systems make scaling sustainable.
05/10/2023 · 6 min read
Most insurance salespeople don't fail because they lack talent — they fail because nobody fixed the specific, fixable habits that kill deals before they start. Here are 10 reasons and 9 real solutions.
05/08/2023 · 5 min read
Every business problem eventually comes back to one core skill. Master it and your agency grows. Ignore it and no amount of leads, technology, or talent will save you.
05/03/2023 · 5 min read
A winning P&C insurance team isn't an accident. It's an architecture — specific roles, clear expectations, and a culture that makes the right people want to stay and perform.
05/01/2023 · 5 min read
Internet leads are expensive and competitive. Most agencies convert under 20%. The blueprint to fix that isn't more leads — it's a faster, smarter follow-up process on the ones you already have.
04/26/2023 · 5 min read
The gap between a struggling agency and a thriving one is almost always a leadership gap. These three traits separate the owners who build lasting businesses from the ones who stay stuck.
04/24/2023 · 5 min read
Retention is the profit engine most agencies ignore while chasing new business. These proven strategies stop the bleed and turn your existing book into your biggest competitive advantage.
04/19/2023 · 5 min read
Part 2 of the Jamie Bragg conversation digs into the real mechanics of agency culture — how to build it, protect it, and use it to attract producers who actually perform.
04/17/2023 · 6 min read
Jamie Bragg didn't build his agency by accident. Part 1 of this conversation unpacks how he used connectivity tools, recruitment strategy, and pricing discipline to construct a high-performance team.
04/12/2023 · 5 min read
Most P&C agents obsess over prospecting while ignoring the easiest retention tool in the business: genuine gratitude. Here's why saying thank you properly changes everything.
04/10/2023 · 5 min read
The insurance agencies spending the most on marketing aren't always the ones growing fastest. The fastest-growing agencies often run on a marketing strategy that costs nothing but intentionality: making their clients feel genuinely valued.
03/29/2023 · 5 min read
The Tiffany's effect is real: how you package and present the client experience matters as much as the product itself. Here's how to use courtesy and maintenance marketing to build loyalty that survives premium spikes.
03/27/2023 · 5 min read
Every agency owner blames the departed agent. But the agents who leave aren't leaving randomly — they're leaving for consistent, predictable, fixable reasons. Here are the five that matter most.
03/22/2023 · 5 min read
In Part 2, Victor Figueroa breaks down the specific strategies, habits, and systems he built over a decade in insurance — the ones that turned a hungry beginner into a successful agency owner.
03/20/2023 · 5 min read
Victor Figueroa's path to insurance success wasn't a straight line — it ran through hard times, hard decisions, and the kind of discipline that turns a struggling young man into a respected business owner. Part 1 covers where he started.
03/14/2023 · 5 min read
Every agency owner says they want freedom. Very few do the one hard thing that makes it possible. Here's what that step is, why it's so difficult, and how to take it anyway.
03/08/2023 · 5 min read
The transition from top producer to agency owner requires a completely different mindset and skill set. In Part 2, Sethe Smith shares the hard lessons and proven strategies from crossing that divide.
03/06/2023 · 5 min read
Ten years in insurance teaches you things no training can. Sethe Smith shares the hard-won strategies from a decade in the business — starting with how he got in and what he figured out fast.
03/01/2023 · 5 min read
If your agency falls apart when you leave, you don't own a business — you own a job that owns you. Here's the honest diagnosis of why agency owners can't disconnect, and the specific changes that fix it.
02/27/2023 · 5 min read
Property and casualty insurance looks like a stable, accessible business from the outside. The reality is more demanding — and more rewarding — than most new agents expect. Here's what to know before you begin.
02/22/2023 · 5 min read
Growing a values-driven agency is the hardest kind of scaling because the thing you're scaling is culture, not just process. Part 2 of Jennifer Haring's conversation covers the systems that preserve what matters while the business grows.
02/20/2023 · 5 min read
Jennifer Haring built her insurance agency on a simple belief: clients remember how you made them feel far longer than they remember your premium. Part 1 covers her origin story and the values that drive her approach.
02/15/2023 · 5 min read
Most insurance agencies are held together by a patchwork of texts, emails, and tribal knowledge. The right communication tool doesn't just clean up the chaos — it fundamentally changes what your team can accomplish.
02/13/2023 · 5 min read
Your bonus structure either drives the behavior you want or undermines it — there's no neutral. These three questions will reveal whether your incentive design is working for your agency or against it.
02/08/2023 · 5 min read
Going independent means trading structure for freedom — but the best independents keep the structure. In Part 2, Robert Junge shares the specific frameworks he brought from corporate insurance into his own agency.
02/06/2023 · 5 min read
Robert Junge spent years learning the fundamentals inside one of insurance's biggest players before going independent. In Part 1, he shares what corporate insurance training gets right — and what it leaves out.
02/01/2023 · 5 min read
Incremental improvement keeps you in the game. A quantum leap changes the game entirely. Here's the mindset and strategic framework for making a non-linear jump in your agency's performance.
01/30/2023 · 5 min read
Constant sales agent turnover is draining your agency's time and money. The counterintuitive fix? More leads — not more headcount. Here's the math that changes how you think about staffing.
01/25/2023 · 5 min read
Most cold calling fails not in the first call but in the follow-up. Paul Woodburn's Part 2 reveals the follow-up sequences and scaling strategies that turn a solo cold caller into a systematic lead engine.
01/23/2023 · 5 min read
Paul Woodburn left a warm market behind and built a thriving agency through disciplined cold outreach. Part 1 covers his origin story and the cold-calling framework that changed everything.
01/18/2023 · 5 min read
If you can't calculate your client acquisition cost, you're flying blind on every marketing and hiring decision you make. Here's a simple framework to fix that this week.
01/16/2023 · 5 min read
Most agency owners are focused on fighting yesterday's battles. Here's the overlooked opportunity sitting right in front of every P&C agency in 2023 — and how to move on it fast.
01/11/2023 · 5 min read
Part 2 of our conversation with Justin Farnsworth goes deep on the advanced strategies he used to scale his agency — from team-building and culture to the metrics that actually predict success.
01/09/2023 · 5 min read
Justin Farnsworth has cracked the code on building a thriving insurance agency. In Part 1, he reveals the foundational mindset and habits that separate top producers from everyone else.
01/04/2023 · 6 min read
Acquiring a P&C client is expensive. Keeping them and growing them is where the real money is. These 8 strategies will transform how long clients stay, how much they're worth, and how many others they send you.
01/02/2023 · 6 min read
With over 13 years in the insurance trenches, Jason Feltman has distilled the path to peak agency sales potential into three steps that work regardless of market conditions. Here's the formula.
12/26/2022 · 5 min read
Josh Phanco built a thriving agency by doing the opposite of what most growth advice says. Instead of expanding in every direction, he went deeper in one lane — and the results rewrote his expectations.
12/21/2022 · 5 min read
Most P&C agents know lifetime value matters but don't know how to calculate it — or how to use the number to make better decisions. Here's the framework that changes how you spend, hire, and grow.
12/19/2022 · 6 min read
Technology can make your agency more efficient or it can make it more robotic. The agencies getting destroyed by automation aren't failing because of the tech — they're failing because they forgot why clients chose a human agent in the first place.
12/14/2022 · 5 min read
Jackie Crane delivers the specific corrections in Part 2 — the scripts, frameworks, and practice methods that turn the call mistakes from Part 1 into higher conversion rates, starting immediately.
12/12/2022 · 6 min read
Jackie Crane has listened to more bad insurance sales calls than most people will in a lifetime — and she knows exactly what's going wrong. Part 1 covers the call mistakes that are silently destroying your close rate.
12/07/2022 · 5 min read
Every insurance agent has complained about lead quality. But the honest conversation — the one that actually helps — isn't about which leads are good. It's about what 'quality' actually means and who controls it.
12/05/2022 · 5 min read
Internet leads are a different animal than referrals or walk-ins, and most P&C agents are using the wrong approach. Here are the specific tactics that turn skeptical internet leads into issued policies.
11/30/2022 · 5 min read
Joel Schwiebert moves from strategy to execution in Part 2 — the specific decisions, systems, and daily practices that turn smart thinking into measurable agency growth.
11/28/2022 · 5 min read
Joel Schwiebert doesn't think small. Part 1 of this conversation covers the unconventional mental frameworks and strategic perspectives that set elite insurance agency builders apart from the pack.
11/23/2022 · 5 min read
Most insurance agents are buying leads wrong. Not the wrong source — the wrong way. The mistake is almost universal, the fix is straightforward, and the agents who make it are leaving significant revenue on the table.
11/21/2022 · 5 min read
Running at partial capacity while chasing more leads is the trap that keeps P&C agencies small. Understanding capacity — and building to it deliberately — is what separates scaling agencies from stalled ones.
11/16/2022 · 5 min read
Rhiannon Ward gets tactical in Part 2 — the specific practices, frameworks, and hard-won lessons that she applies daily to run a profitable, purpose-driven insurance agency.
11/14/2022 · 5 min read
Rhiannon Ward brings a perspective that cuts through the noise: hard-won wisdom from building an insurance career on her own terms. Part 1 covers the journey and the beliefs that set her apart.
11/09/2022 · 5 min read
Agency culture isn't built by ping pong tables or free lunches. It's built by how your team feels in three specific emotional states. Get these right and everything else follows.
11/07/2022 · 5 min read
Talk time is the one metric most P&C agency owners track but few actually manage. Build a real accountability system around it and watch your team's production transform in 30 days.
11/02/2022 · 5 min read
Toby Hedges goes deep on the tactical side in Part 2 — the scripts, systems, and team decisions that turned his Mississippi agency into a high-performing operation worth studying.
10/31/2022 · 5 min read
Toby Hedges didn't build his insurance agency in a coastal hub or a major metro. He built it in Mississippi, and that context makes his growth story all the more instructive for agents everywhere.
10/26/2022 · 5 min read
Most insurance agency owners make their most important decisions on instinct. The ones outperforming the market are making those same decisions with data. Here's how to close that gap.
10/25/2022 · 5 min read
High-performance pressure is where the real sorting happens in insurance. Most agents don't fail because they lack skill — they fail because they haven't built the mental and operational infrastructure to handle the heat.
10/19/2022 · 5 min read
Zach Farris gets tactical in Part 2 — the specific systems, team structures, and daily habits that are actually moving the needle in his fast-growing insurance agency.
10/17/2022 · 5 min read
Zach Farris is moving fast and building something real. In Part 1, he shares the early decisions and belief systems that set his agency on an accelerated path toward freedom and scale.
10/12/2022 · 5 min read
Most insurance agents chase new leads when the real money is hiding in the business they already wrote. Here's how to extract maximum revenue from your existing book and pay yourself more.
10/10/2022 · 5 min read
The ceiling most insurance agency owners hit isn't a market problem or a lead problem — it's a thinking problem. Here's how to break through it and build the freedom you got into this business for.
10/05/2022 · 5 min read
Garrett Wagner returns to finish unpacking the systems, mindset shifts, and hard-won lessons that took his insurance agency from struggling to thriving. The real work starts now.
10/03/2022 · 6 min read
Garrett Wagner doesn't just run an insurance agency — he crafts one. The precision, intentionality, and workmanship he brings to every system and relationship is what sets him apart from agents who are merely busy — Part 1.
09/28/2022 · 4 min read
Every agency owner knows about it. Almost none of them do it consistently. This single activity has one of the highest ROIs in the insurance agency business — and it takes less than 30 minutes a week.
09/26/2022 · 5 min read
The fourth lead mistake is the one that cancels out everything else you do right. It's a consistency failure — and fixing it costs nothing but discipline. Here's what it is and how to solve it for good.
09/21/2022 · 5 min read
Miguel reveals the referral program structure that became his agency's most productive lead source, the hiring insight that cut producer ramp time in half, and what he'd do differently from day one — Part 2.
09/19/2022 · 5 min read
Miguel didn't follow the standard playbook to build his agency — he questioned it at every step. The moves he made instead are what put him in a different category from most agents — Part 1.
09/14/2022 · 5 min read
Study the top-performing insurance agencies long enough and three qualities emerge every single time — not as nice-to-haves, but as structural necessities. Your agency either has them or it doesn't.
09/12/2022 · 5 min read
Internet leads are one of the most powerful tools in an insurance agency's growth arsenal — and one of the easiest ways to burn money fast. These four mistakes are where the money disappears.
09/07/2022 · 5 min read
Steve Hovland transferred his personal habit framework into a team culture — and the shared practices his highest performers have in common might surprise you. Part 2 of a conversation about building a genuinely happy, high-producing team.
09/05/2022 · 5 min read
Steve Hovland figured out that happiness and high production aren't in conflict — they're connected. The habits he built to sustain both changed what his agency was capable of permanently — Part 1.
08/31/2022 · 5 min read
Speed-to-lead is one of the most documented variables in insurance sales conversion — and most agencies are getting it catastrophically wrong. Here's what the data says and what to do about it.
08/29/2022 · 4 min read
An agency that depends entirely on the owner's personal effort has no leverage — just a job with more risk. Here's how top agency owners build the leverage that creates freedom and scale simultaneously.
08/24/2022 · 5 min read
Sheppard Bowen reveals the exact operational moves that broke him through the plateau every P&C agency hits — including how he built an account management team that protects retention at scale — Part 2.
08/22/2022 · 5 min read
Sheppard Bowen didn't stumble into a large P&C agency. He engineered it — with specific moves at each growth stage that most agents never think to make. Here's the origin story — Part 1.
08/17/2022 · 4 min read
Most insurance agents are burning lead dollars on the same avoidable mistake — and they don't know it because the results look normal until you see what's possible with a cleaner system.
08/15/2022 · 5 min read
Most agencies spend three times more money acquiring clients than keeping them. The one retention strategy that consistently outperforms all others costs almost nothing and takes less than five minutes per client.
08/10/2022 · 5 min read
Pamela De La Cruz reveals the specific practices her team uses to sustain high energy through rejection-heavy dialing stretches and the culture shifts that transformed her producers' resilience — Part 2.
08/08/2022 · 5 min read
Pamela De La Cruz didn't optimize her way to a thriving agency. She elevated her energy — and discovered that everything else followed. Here's the story behind the shift — Part 1.
08/03/2022 · 5 min read
Most agencies hire warm bodies and hope for producers. The ones that grow predictably have a different approach — a hiring system that identifies closers before the first day on the floor.
08/01/2022 · 5 min read
Growing an insurance agency without aligning your marketing, hiring, and sales systems is like pressing the gas with the parking brake on. Here's how to sync all three for maximum velocity.
07/27/2022 · 5 min read
Bryan Taylor reveals the specific practices he uses to maintain a positive agency culture through tough months, how he handles underperformers, and why his team stays bought-in when other agencies fall apart — Part 2.
07/25/2022 · 4 min read
Bryan Taylor built his agency culture around deliberate positivity — and the retention, morale, and production numbers show it's not soft stuff. It's a real competitive advantage — Part 1.
07/20/2022 · 5 min read
Agencies that lead with marketing build a compounding advantage over agencies that lead with cold outreach. Here's what the shift looks like and why it changes your cost-per-acquisition permanently.
07/18/2022 · 5 min read
Selling more insurance isn't about working harder; it's about removing the friction points that slow every conversation down. These are the tactics that move the needle fast.
07/13/2022 · 5 min read
Eric Mangano goes deep on the follow-up sequences, script frameworks, and training systems that turned his dialing operation into a consistent revenue machine — Part 2.
07/11/2022 · 5 min read
Eric Mangano built his agency around volume phone activity when most agents were retreating from the phone. Here's what separates his dialing culture from everyone else's — Part 1.
07/06/2022 · 4 min read
Most agency owners set commissions once and forget them. The agents pulling in six figures know that how you structure comp changes everything about producer behavior.
07/04/2022 · 5 min read
Agents who blame their leads for low production almost always have an activity problem. Here's the math that proves it — and the discipline framework that fixes it.
06/22/2022 · 5 min read
Tracking the wrong numbers gives you the illusion of management without the benefit. Here's how to identify the metrics that actually predict agency growth and build a dashboard that drives decisions.
06/20/2022 · 5 min read
You can have great products, a strong team, and a solid lead source — and still hit a ceiling. The skill that breaks through that ceiling is the one most agency owners have never formally developed.
06/08/2022 · 6 min read
Every agency makes hiring mistakes. But these three specific errors keep appearing in agencies that can't hold onto producers — and all three are completely preventable once you see them.
06/06/2022 · 5 min read
Bad hires are expensive. But most agency owners hire reactively without a real standard. These three non-negotiables filter out the wrong candidates before you spend a dollar on training.
06/01/2022 · 5 min read
Part 2 with Christine Angles: the specific business moves, client retention tactics, and team dynamics that turned her mental clarity into a high-performing insurance agency.
05/30/2022 · 5 min read
Christine Angles built her agency by finding the angles others missed — starting with the mental frameworks most agents overlook. Part 1 covers the mindset work that changed everything.
05/25/2022 · 5 min read
Without clear boundaries, every agent becomes a yes-machine that serves everyone but themselves. Here's how bold boundaries create the space that real agency growth requires.
05/23/2022 · 5 min read
Objections aren't rejections — they're questions in disguise. Here's how to hear them correctly and respond in ways that move the conversation toward a close.
05/18/2022 · 5 min read
In Part 2, Melissa Hudson reveals her team development framework, management rhythms, and the specific moves that accelerated her agency's growth past the growth plateaus most agencies hit.
05/16/2022 · 5 min read
Melissa Hudson didn't just grow her agency — she elevated it. Part 1 explores the philosophy and early decisions that allowed her to build something most agents only dream about.
05/11/2022 · 6 min read
Owning an insurance agency is harder than the recruiter told you — and more rewarding than you imagined. Here's the unvarnished reality so you can prepare, not quit.
05/09/2022 · 5 min read
Talent is overrated. The agents who build lasting careers in insurance share five specific traits — and most of them can be developed deliberately if you know what to look for.
05/04/2022 · 5 min read
Part 2 with Jay Franklin gets specific: the weekly structure, team management approach, and tactical systems that translate his relentless philosophy into consistent premium production.
05/02/2022 · 5 min read
Jay Franklin doesn't do passive. His approach to building an insurance agency is deliberate, aggressive, and grounded in a philosophy that most agents talk about but few actually live.
04/27/2022 · 5 min read
Most insurance agents own a job, not a business. The leap from one to the other requires a specific set of moves most agencies never make — until now.
04/25/2022 · 5 min read
Most agents treat lead calling like a lottery. The ones who build real agencies treat it like a system. Here's the difference between dialing and actually converting.
04/20/2022 · 5 min read
In Part 2, Chris Marok gets specific — the referral systems, the daily disciplines, and the mindset reframes that took his Alaskan agency from survival mode to genuine scale.
04/18/2022 · 5 min read
Chris Marok built a serious insurance agency in Alaska — where the population is sparse, the winters brutal, and the excuses for not producing are endless. He chose a different path.
04/13/2022 · 5 min read
Success as an insurance agent isn't about talent or luck — it's about sequencing the right moves in the right order. Here's what the top producers actually did to get there.
04/11/2022 · 5 min read
A well-built insurance agency training manual isn't busywork — it's the difference between a producer who hits their stride in 60 days and one who flounders for six months.
04/06/2022 · 5 min read
Chad Kish returns to go deeper on what it actually takes to maintain constant premium production month after month without burning out or losing momentum.
04/04/2022 · 5 min read
Chad Kish is putting up premium numbers that don't slow down. In Part 1, he breaks down the habits, systems, and mindset that sustain top-tier production not just in a good month but consistently, year after year.
03/23/2022 · 5 min read
The principles were Part 1. Part 2 gets into the specific tactics Keith Zabrocki uses to generate leads, retain clients, manage his team, and sustain the growth trajectory that's made his agency one worth learning from.
03/21/2022 · 5 min read
Keith Zabrocki is building something worth paying attention to. In Part 1, he breaks down the approach, the decisions, and the daily disciplines that have driven his agency's growth trajectory.
03/16/2022 · 5 min read
Hiring too early bleeds cash. Hiring too late costs growth. Finding the right moment to add staff is one of the most consequential timing decisions an insurance agency owner makes. This SOLO Playbook episode is the decision framework.
03/02/2022 · 4 min read
The insurance agents who build something significant share a willingness to take calculated risks that their more cautious competitors won't. This SOLO Playbook episode is about the difference between recklessness and boldness — and how to make the moves that actually matter.
02/28/2022 · 5 min read
Trying to serve everyone is a strategy for serving no one particularly well. This SOLO Playbook episode makes the case for going narrow and deep — finding your niche, owning it, and building the kind of agency that's irreplaceable to a specific type of client.
02/23/2022 · 5 min read
The foundation was Part 1. In Part 2, Tom Birks gets into the operational specifics — the systems that enable scale, the staff decisions that define culture, and the moves that pushed his New Jersey agency into a different tier.
02/21/2022 · 5 min read
Tom Birks earned the nickname 'The Bomb' for good reason. His approach to growing an insurance agency in the highly competitive New Jersey market is explosive in the best sense — and Part 1 covers the foundations of how he built it.
02/07/2022 · 4 min read
Jason Killings is putting up numbers in Florida that turn heads. Part 1 gets into how he built his production machine in one of the most competitive and challenging insurance markets in the country.
01/24/2022 · 5 min read
Mike Monaghan is the kind of insurance professional who redefines what's possible in this business. Part 1 digs into the habits, decisions, and work ethic that built one of the more impressive production stories in the industry.
01/05/2022 · 5 min read
Goal setting in January is easy. Having goals that still mean something in July is the hard part. Craig's goal-setting playbook covers the structure, specificity, and accountability systems that turn resolutions into results.
12/31/2021 · 5 min read
Craig closes out 2021 with a personal accounting of the year — what built, what broke, and what the honest version of the lessons looks like before the new year begins.
12/29/2021 · 5 min read
Jason takes a hard look at 2021 — the wins, the misses, the surprises, and the lessons that are actually going to change how 2022 is approached. This isn't a highlight reel. It's an honest autopsy.
12/27/2021 · 5 min read
The first step in the 2022 Six Step Success framework isn't a tactic — it's the mental and strategic foundation that determines whether all the other steps work. Craig makes the case for why starting here, instead of diving straight into tactics, is the move that actually produces different results.
12/17/2021 · 5 min read
Marketing for insurance agencies doesn't mean doing everything — it means doing a few things well and consistently. Craig breaks down the 2022 marketing framework, from channel selection to budget discipline to the metrics that tell you what's working.
12/10/2021 · 5 min read
David Duford came back to the podcast with more to say — specifically about the final expense market's evolution and the power of building a dedicated community around your insurance brand. Part 1 covers the final expense landscape and the tribe-building philosophy.
12/06/2021 · 5 min read
The sixth step in the 2022 Six Step Success framework is the one that everything else sits on: the business itself. Jason breaks down what it means to build an agency with genuine structural integrity rather than just growing revenue on a shaky foundation.
11/15/2021 · 5 min read
Agents who know exactly why they're building their agency make better decisions under pressure, stay consistent longer, and recover faster from setbacks. Craig unpacks why purpose isn't a soft topic — it's a business fundamental.
11/06/2021 · 6 min read
If the first recast of the internet leads material prompted you to act, this one is a check-in. If the first recast prompted you to nod and move on, this one is a second chance. The close rate gap between agents who work internet leads systematically and those who don't is wide enough to justify another visit.
11/05/2021 · 6 min read
Jason walked into a situation he did not expect, based entirely on an assumption that turned out to be wrong. The story is funny. The lesson for agency owners is not — or at least not only. Skipping the briefing, assuming shared context, and failing to verify your understanding creates problems whether you're at a bath house or managing a client.
11/03/2021 · 6 min read
Most insurance agencies have a website. Very few have a digital presence that actually generates inbound leads without paid advertising. Perry Olson explains what separates a website that sits there from one that works — starting with the keywords that connect your agency to the clients already searching for you.
11/01/2021 · 6 min read
There is a version of client relationship management that is manufactured and transactional — and clients can tell. The agencies that retain the most are the ones where the relationships are genuinely warm, and that starts with agents who actually like their clients.
11/01/2021 · 6 min read
People buy insurance from agents they like. This is not a soft observation — it's a hard business reality with measurable impact on close rates, retention, and referrals. The question is whether likeability is something you have or something you build.
10/30/2021 · 5 min read
Laura Harris's conversation about surrendering the need to control everything, redefining what winning looks like, and building processes as the actual engine of agency success deserves a second listen. This recast surfaces what the original conversation made possible for the agencies that actually applied it.
10/29/2021 · 6 min read
Most insurance agencies are playing defense — reacting to calls, managing problems, responding to market changes. The agencies that grow consistently have figured out how to play offense: getting ahead of client needs, market shifts, and competitive threats before they become crises.
10/29/2021 · 5 min read
The old saying is that the best defense is a good offense. Most insurance agencies run the opposite playbook — reacting to threats rather than creating advantages. This episode makes the case for flipping that equation before the market forces you to.
10/28/2021 · 6 min read
Part 1 exposed the gap between satisfied clients and loyal ones. Part 2 with Eric Spring is about closing it — the specific design choices, communication touchpoints, and service standards that convert a client who's fine with your agency into one who brags about you.
10/28/2021 · 6 min read
Part 2 of the Eric Spring conversation moves from the measurement framework into the action layer — how to use satisfaction data to drive retention decisions, referral programs, and the kind of service culture that produces Promoters instead of Passives.
10/27/2021 · 5 min read
Satisfaction scores are everywhere in the insurance industry. Most agencies either ignore them or celebrate them without really understanding what they're measuring. Eric Spring brings a more rigorous perspective — what satisfaction metrics actually tell you, where they mislead you, and how to use them to build something durable.
10/25/2021 · 6 min read
The phrase 'inspect what you expect' sounds like a management cliché until you're staring down an E&O claim that could have been prevented by a fifteen-minute review process. Quality control in an insurance agency isn't optional overhead — it's the most important risk management your agency will ever do.
10/23/2021 · 6 min read
Internet leads have a reputation for being difficult. Low intent, high competition, price-shoppers who disappear the moment you give them a number. But the agents who work them at the highest close rates know something the frustrated majority doesn't. This recast delivers the three principles that change the game.
10/22/2021 · 5 min read
Wins, losses, and draws. Every agency has all three, but most agency owners keep score selectively — emphasizing wins, minimizing losses, and ignoring draws. The agency owners who grow consistently are the ones who score honestly and use the full picture to improve.
10/22/2021 · 6 min read
Not every agency owner is winning. Not every one is losing. Many are drawing — stuck in a middle state where things are functional but not thriving, sustainable but not growing. This self-assessment episode asks the questions most people avoid because the honest answers are uncomfortable.
10/21/2021 · 6 min read
Knowing you have cognitive biases doesn't fix them. Part 2 of the Gleb Tsipursky conversation gets into the specific techniques that actually work — the pre-mortem, structured disagreement, and the information audit — applied directly to insurance agency decisions.
10/20/2021 · 5 min read
Dr. Gleb Tsipursky has spent his career studying how smart people make bad decisions — and the mechanisms behind those failures apply directly to the judgment calls insurance agency owners make every day. Part 1 covers the cognitive biases most likely to show up in your agency.
10/18/2021 · 5 min read
Every insurance agency owner operates in one of four modes at any given time: manifesting, thriving, surviving, or prevailing through adversity. Understanding which mode you're in and what it takes to shift changes how you approach every decision in your business.
10/18/2021 · 5 min read
Manifestation gets dismissed in business circles because it's been hijacked by vision boards and affirmations that never connect to action. But the real version — the operational one — is one of the most effective mental frameworks for sustaining performance through the long cycles of agency ownership.
10/16/2021 · 5 min read
Stephanie Hamilton built a mega agency and the lessons from how she did it are not reserved for people with her specific advantages. They're frameworks that any serious agency owner can apply — starting with how she thinks about scale, team, and the owner's evolving role.
10/16/2021 · 5 min read
Stephanie Hamilton built a mega agency by doing things that most owners talk about but never systematize. This recast brings her best material back to the surface — the operational truths, the leadership principles, and the scaling secrets that hold up on a second listen.
10/15/2021 · 6 min read
Marcus Aurelius never sold a P&C policy. But the philosophy he practiced — Stoicism — is one of the most practical mental frameworks available to insurance professionals dealing with rejection, uncertainty, and the grinding pressure of running an agency.
10/14/2021 · 6 min read
Getting a great hire is only the beginning. Part 2 of the Dave Williams conversation covers what happens after the offer is accepted — the onboarding, training, and integration that determines whether your new hire becomes a high performer or a regret.
10/14/2021 · 6 min read
Part 1 laid out the philosophy behind Dave Williams's hiring circuit. Part 2 gets into the execution — the specific filters, interview techniques, and onboarding steps that turn a recruiting framework into a machine that consistently produces great hires.
10/13/2021 · 6 min read
Dave Williams has cracked a code that most agency owners struggle with their entire careers: how to build a consistent, repeatable hiring system that produces great team members instead of leaving the agency perpetually understaffed or stuck with the wrong people.
10/13/2021 · 6 min read
Dave Williams doesn't guess about hiring. He runs a circuit — a deliberate, repeatable system that finds the right people, filters the wrong ones fast, and turns promising candidates into producing agents. Part 1 breaks down the philosophy behind the circuit.
10/11/2021 · 6 min read
Sales scripts get a bad reputation in insurance. Agents say they sound robotic. Managers say clients can tell. But the agents who are closing at the highest rates? They have a script — they've just internalized it to the point where it sounds like conversation.
10/09/2021 · 5 min read
Leadership failures in insurance agencies rarely show up as dramatic implosions. They show up as slow, quiet decline — team members who stop caring, clients who drift away, growth that stalls for no obvious reason. This is a hard look at the leadership patterns that create those outcomes.
10/09/2021 · 5 min read
Bad leadership in an insurance agency doesn't announce itself. It shows up quietly in your retention numbers, your staff turnover, your culture, and eventually your production. This recast episode breaks down what lackluster leadership looks like from the inside.
10/08/2021 · 6 min read
Most insurance agency owners are working hard without a definite purpose. They know they want to grow, but they haven't done the harder work of getting crystal clear on exactly what they want — and that lack of clarity is costing them more than they realize.
10/08/2021 · 6 min read
Most agency owners are busy. Very few are purposeful. There's a difference, and that difference shows up in your production numbers, your team's energy, and whether you actually enjoy running your agency or just endure it.
10/07/2021 · 6 min read
Part 1 set the table. Now Kirk Baker and Craig get into the real mechanics of task delegation — who to delegate to, what to never hand off, and how to build the oversight layer that keeps quality high without putting everything back on your plate.
10/06/2021 · 6 min read
Captain Kirk Baker has navigated the new frontier of insurance agency service by mastering one of the hardest skills in the business: knowing what to delegate, to whom, and when. Part 1 breaks down the delegation framework that frees agency owners to lead instead of labor.
10/06/2021 · 6 min read
Task delegation sounds simple until you're the one who built the agency from scratch. Kirk Baker is back, and this time the conversation goes deep on what it actually takes to hand off work without watching everything fall apart.
10/01/2021 · 5 min read
The words you use in a sales conversation determine the outcome more than most agents want to admit. Here's a practical look at how to script your way out of the common situations where deals stall, clients hesitate, and agents get stuck.
09/28/2021 · 5 min read
Four hundred episodes into The Insurance Dudes, it's time for a serious reality check. What actually works, what doesn't, and what every agent building a business needs to hear right now — no hype, no filler.
09/25/2021 · 5 min read
Action is the only currency that matters in building an insurance agency. Not planning, not researching, not preparing — doing. This recast brings the message back because the tendency to think instead of act never goes away.
09/24/2021 · 6 min read
The agency owners who build great teams share two characteristics: they have high hiring standards and they act on performance problems quickly. Most owners have the first or the second, rarely both.
09/20/2021 · 6 min read
You built momentum. Things were working. And then, gradually, almost without noticing, you started sliding backward. The backslide in agency growth is real, it's common, and it's preventable — but only if you see it coming.
09/20/2021 · 6 min read
Growth isn't a straight line, and every agency owner eventually faces the moment when what was working stops working and the numbers start heading in the wrong direction. Here's how to see it coming and reverse it before it becomes a crisis.
09/18/2021 · 5 min read
Dave Williams built multiple successful businesses and carries the kind of competitive drive and genuine heart that makes a rare combination. This recast revisits the lessons from his original appearance — because they're worth hearing again.
09/18/2021 · 6 min read
Dave Williams built and sold multiple businesses before landing in insurance. His framework for thinking about risk, growth, and the entrepreneur's relationship with failure is the recast this audience needed to hear again.
09/17/2021 · 6 min read
If you've tried to hire in insurance recently, you already know. The candidates who look good on paper disappear after the offer. The ones who show up can't close. And the rare great hire has three other offers. Here's how to survive it.
09/15/2021 · 5 min read
Chris Greene has built a career and a business around flood insurance expertise that most agents don't have. He's back with updated insights on where the market is going, what agents keep missing, and why flood coverage is a bigger opportunity than most people realize.
09/13/2021 · 6 min read
The most technically skilled agents in any market often aren't the top performers. Emotional intelligence — the ability to read, manage, and respond to emotions — is frequently the deciding variable. Here's how to develop it deliberately.
09/13/2021 · 5 min read
Your emotional state isn't separate from your business performance — it IS your business performance. Here's what emotional mastery actually looks like for an agency owner, and why getting it right is worth the work.
09/11/2021 · 5 min read
Motivation fades. Inspiration compounds. The distinction matters more than most agents realize — and this recast is designed to help you build the second kind.
09/11/2021 · 5 min read
Every agent hits a wall. The leads dry up, the morale dips, the grind starts feeling pointless. This is the episode for that moment — a direct, honest reminder of what you're actually building and why it's worth continuing.
09/10/2021 · 6 min read
In a world where every insurance carrier runs ads and every agency looks the same from the outside, content is what makes you the agent people actually think of first. Here's how to use it to build the kind of relevance that converts.
09/10/2021 · 5 min read
The agents who will dominate the next decade of insurance aren't just better closers. They're better communicators — and they're building audiences while their competitors buy leads.
09/06/2021 · 5 min read
Not every episode needs an hour of context-setting. Sometimes the most useful thing is two clear action items you can execute before the day is over. This is that episode.
09/04/2021 · 6 min read
Robin Sharma's framework isn't just self-help philosophy — it's an operating system for high performance. Here's how the four interiors apply to the specific demands of running an insurance agency.
09/03/2021 · 6 min read
Cannabis is legal in a growing number of states and generating billions in revenue — but insuring it is still a regulatory minefield. The agents who figure this out first are going to own a market their competitors are afraid to touch.
09/02/2021 · 6 min read
Insurance policy documents are dense, inconsistent, and often incomprehensible to the people who need them most. Chris Cheatham built RiskGenius to change that — and what he's doing has major implications for every agent in the market.
08/30/2021 · 5 min read
Everyone wears Jordans. Almost nobody does the work Jordan did to earn them. The gap between wearing the brand and living the standard is exactly where most agents are stuck.
08/30/2021 · 5 min read
Michael Jordan didn't just win championships — he reset the standard for what excellence looks like. What would it mean to bring that same obsessive standard to your insurance agency? More than you'd expect.
08/28/2021 · 5 min read
Hiring is the one lever that changes everything in your agency — and most owners pull it wrong. Here's what a real hiring system looks like when you stop winging it.
08/28/2021 · 5 min read
You've heard it before, but the message is worth repeating: your agency will only grow as fast as you can build the team behind it. Here's a focused look at what it actually takes to get hiring right; keep getting it right.
08/27/2021 · 6 min read
Every decision in your agency that touches client acquisition or conversion is a hypothesis. You believe the email subject line works. You believe the call script closes better. You believe the landing page converts. But do you know? Or are you just assuming?
08/26/2021 · 5 min read
Part 2 with Jorge Carbonell moves from understanding internet leads to working them — the follow-up systems, contact strategies, and conversion optimizations that separate high-performance agencies from average ones.
08/25/2021 · 5 min read
Jorge Carbonell is back — and the internet leads landscape has shifted enough since his last appearance that the conversation is entirely fresh. What's working, what's dead, and how the best agents are approaching digital lead generation right now.
08/23/2021 · 5 min read
Momentum in an insurance agency is the most valuable asset you can build and the most dangerous force you can lose control of. The runaway train is exciting until you realize you don't know where the tracks go.
08/21/2021 · 5 min read
Dr. Alex Mehr co-founded Zoosk, scaled it to over a billion dollars in revenue, and then kept going. This recast brings back one of the most expansive conversations in Insurance Dudes history — on what it actually takes to build something significant.
08/20/2021 · 5 min read
There are moments in every agency owner's career when the evidence seems to point in the wrong direction. The numbers are soft. The market is hard. A key person left. A carrier changed appetites. In those moments, the thing that keeps you moving is something that can't be found in a spreadsheet.
08/19/2021 · 5 min read
Brian Ahearn brings the influence framework to ground level in Part 2 — specific language, specific situations, and specific techniques that insurance agents can start using in client conversations today.
08/18/2021 · 5 min read
Brian Ahearn is one of a small number of people in the world certified in the science of influence as developed by Dr. Robert Cialdini — and he's spent years translating that science into practical sales and communication tools for insurance professionals.
08/16/2021 · 5 min read
Every significant growth move in an insurance agency looks crazy until it works. The agent who hired before they could afford to, who committed to a marketing channel before they saw the results, who held a pricing line when every instinct said to fold — they all looked reckless from the outside.
08/13/2021 · 5 min read
Price is the most common objection in insurance and the most mishandled. Most agents either fold immediately when a client pushes back on premium or they deliver a defensive monologue about why the price is justified. Neither approach builds the relationship.
08/12/2021 · 5 min read
Part 2 with Kevin Stein moves from context to solutions — the specific tools, market access, and client conversations that make it possible to serve homeowners in wildfire-exposed areas when conventional markets have closed the door.
08/11/2021 · 5 min read
Kevin Stein came from aerospace and landed in one of the most difficult insurance markets in the country — wildfire coverage in the Western United States. What he's built with Inyo is a case study in how specialized expertise creates market opportunity where conventional carriers see only risk.
08/06/2021 · 5 min read
Strip away all the noise and there are exactly four ways to grow revenue in an insurance agency. Everything else is a tactic in service of one of those four. Knowing this framework changes how you allocate time, money, and attention.
08/05/2021 · 5 min read
Part 2 with Landon gets into the specific conversations, system configurations, and process designs that turn billing from a source of friction into a retention engine.
08/04/2021 · 5 min read
Billing isn't the glamorous part of running an insurance agency. It's also one of the most direct paths to improving cash flow, retention, and client satisfaction that most agencies have never fully optimized.
08/02/2021 · 6 min read
Legacy is one of those words that gets attached to expensive buildings and charitable foundations, but for most insurance agency owners, the legacy question is far more immediate and far more personal.
07/30/2021 · 5 min read
A manifesto isn't a mission statement dressed up in dramatic language. It's a declaration of what you believe, what you stand for, and what kind of agency you are committed to being — and when it's real, it changes everything from hiring decisions to client conversations.
07/29/2021 · 6 min read
Part 2 with Cassidy Arbeli gets into the mechanics — the actual systems, documentation practices, and role design that make real delegation possible in a real insurance agency.
07/28/2021 · 6 min read
Cassidy Arbeli has built a framework for getting things off the owner's plate and onto the right people — and the results for the agency owners she works with are profound.
07/26/2021 · 6 min read
The biggest threats to your agency's growth aren't the competitor down the street, the carrier that non-renewed your book, or the lead vendor who sold you garbage data. The most dangerous enemy is the one operating from inside your own head.
07/22/2021 · 5 min read
Jason Levine picks up right where Part 1 left off — and the second half of this conversation goes somewhere most insurance podcasts never get close to.
07/21/2021 · 6 min read
Jason Levine is an instrument-rated private pilot and a genuine insurance nerd — the kind of person who thinks about coverage gaps the way most people think about weather patterns.
07/19/2021 · 5 min read
Disney doesn't run the happiest place on earth by accident. There's a system behind every smile, every interaction, every moment that makes a guest feel like the only person in the park.
07/16/2021 · 6 min read
Most agents talk too much in the sales conversation and say too little that matters. Two specific phrases — used at the right moment, with the right intention — can shift the entire dynamic of a sales conversation. These aren't gimmicks. They're anchored in how people actually make decisions.
07/15/2021 · 6 min read
Parts 1 and 2 covered why niche works and how to build one. Part 3 tackles the hardest challenge of all: staying in your lane once you've built something worth protecting, when the very success of your specialization creates pressure to expand beyond what made it work.
07/14/2021 · 6 min read
Part 1 made the case for niche focus in insurance. Part 2 is where Josh Phanco gets into the mechanics: how you actually identify, build, and market a specialized practice in a market where being a generalist is the default and most people haven't noticed yet that it's a losing strategy.
07/13/2021 · 6 min read
The hardest discipline in insurance agency growth is saying no to business that doesn't fit your model. Josh Phanco has built his practice on a principle most agents intellectually agree with and practically ignore: staying in your lane produces better results than chasing everything.
07/12/2021 · 5 min read
The agency owners who are dominating their markets aren't the ones spending the least to acquire new clients. They're the ones who have done the math on what a client is actually worth over their lifetime — and then invested accordingly. Customer acquisition cost strategy is the game most agencies don't even know they're playing.
07/09/2021 · 5 min read
The agents who are closing the most business in insurance today are doing something that looks counterintuitive from the outside: they've stopped trying to sell. Not because they stopped caring about production — but because they've figured out that the selling posture itself is the thing getting in the way.
07/07/2021 · 5 min read
Bill Rice has spent years building lead generation systems for some of the most competitive industries on the internet. Insurance is near the top of that list. His framework for how agencies should think about acquiring, qualifying, and converting leads is one of the clearest in the business.
07/05/2021 · 5 min read
Every agency owner says they don't have enough time. Almost none of them have actually analyzed where their time goes. Until you do that analysis — honestly, specifically, without excuses — every time management solution you try is going to feel like rearranging furniture in a burning house.
07/02/2021 · 5 min read
Every agency owner who wants to grow faces the same fork in the road eventually: do you build it from scratch through production and marketing, or do you buy a book that already exists? Both paths can work. Both paths can fail spectacularly. The one that's right for you depends on factors most people don't analyze carefully enough.
07/01/2021 · 5 min read
Part 1 established what simplification in insurance actually means — and what it doesn't. Part 2 is where Jay Bregman gets specific about the structural changes coming to insurance distribution and what agents need to understand to position themselves for what's next.
06/30/2021 · 6 min read
Insurance is one of the most complicated products people buy — and one of the least understood. Jay Bregman has built his career around a single thesis: simplification is not a feature, it's the product. What happens when a tech entrepreneur turns that lens on the insurance industry?
06/28/2021 · 6 min read
The business problems most agency owners think they have — the underperforming producer, the stalled growth, the energy drain — are often downstream of something that's happening in their head. The mental game of agency ownership is real, it's demanding, and almost nobody talks about it directly.
06/25/2021 · 5 min read
The insurance agents who are struggling right now aren't struggling because the market changed. They're struggling because they built their business assuming the market wouldn't. Change isn't a disruption to the insurance industry — it is the insurance industry. The question is whether your agency is built to ride it or fight it.
06/24/2021 · 6 min read
Part 1 established why the real estate ecosystem is the most valuable, underutilized referral channel for insurance agents. Part 2 is about execution — how you actually build relationships with real estate professionals that produce consistent, high-quality referrals over the long term.
06/23/2021 · 6 min read
The most successful insurance agencies aren't just selling insurance. They're embedded in ecosystems — real estate, mortgage, financial planning — where they become the natural next call whenever a major financial decision gets made. Jas Takhar knows exactly how that ecosystem works, and he's mapping it out for insurance agents.
06/21/2021 · 5 min read
Before a business fails, before a team collapses, before a retention number falls off a cliff — there are signals. Faint ones at first, then louder. The agency owners who catch them early have time to respond. The ones who dismiss them find out the hard way that canaries die before coal miners do for a reason.
06/18/2021 · 5 min read
Every dollar you spend in your agency either buys you something today or builds something for tomorrow. Most agencies are spending almost everything on today — and then wondering why tomorrow looks exactly the same as this year.
06/16/2021 · 6 min read
Spending over half a million dollars on Facebook ads for insurance doesn't make you reckless. It makes you one of the most data-rich operators in the industry. Justin Thomas has that data, and he's sharing what it actually takes to make paid social work for insurance agencies.
06/14/2021 · 5 min read
The conversations every agency owner avoids — with underperforming staff, difficult clients, and their own reflection in the mirror — are exactly the conversations that determine whether the business grows or stalls. Courage isn't a personality trait. It's a business skill.
06/11/2021 · 6 min read
Every client who calls your agency is in the middle of a story. Something is uncertain, something is at risk, something is keeping them up at night. Your job isn't to sell them a policy. Your job is to be the hero who makes the threat go away.
06/10/2021 · 6 min read
Part 1 laid the foundation — brand is personality, not logo. Part 2 is where Bradley Hannon gets into the execution: how you actually build a brand that earns attention, trust, and referrals in a market that's working against you.
06/09/2021 · 6 min read
Insurance has a perception problem. The words 'insurance agent' do not conjure images of creativity, energy, or cool. Bradley Hannon is on a mission to change that — and his approach to agency branding is something every producer needs to hear.
06/07/2021 · 5 min read
Everyone has an opinion about internet leads. Most of those opinions are wrong — and those wrong opinions are costing agents thousands of dollars in revenue they're leaving on the table every single month.
06/04/2021 · 6 min read
Jason Feltman breaks down the TeleFunnel metrics every insurance agency running a phone-based sales operation needs to track — and explains why most agents are measuring the wrong things.
06/03/2021 · 6 min read
Patrick Albrecht returns with the specific programs, tools, and community resources that make AIA's value proposition tangible for the independent agents who are inside the network.
06/02/2021 · 5 min read
Patrick Albrecht from AIA shares how a network built on genuine agent value — not just carrier access — can change the trajectory of an independent insurance agent's business.
05/31/2021 · 6 min read
Craig Pretzinger on the client service approach that is simultaneously the nicest thing you can do for your clients and the most strategically sound thing you can do for your agency.
05/28/2021 · 5 min read
Jason Feltman on the coaching approach Craig uses inside their agency — and why most agents who call themselves coaches are actually just managers with a different vocabulary.
05/21/2021 · 5 min read
Jason Feltman breaks down the discovery questions that most agents either skip or rush — and why getting these right before you ever open a rating system is the difference between a clean close and a callback that never converts.
05/17/2021 · 6 min read
Craig Pretzinger on the EQ skills that most insurance agents were never taught — and why the agents who develop them close more business, retain more clients, and build better teams than anyone with a superior script.
05/13/2021 · 6 min read
Avdhesh Saxena returns with the implementation details — how to actually deploy an AI chatbot in your insurance agency, what to expect in the first ninety days, and how to avoid the mistakes most agencies make.
05/12/2021 · 6 min read
Avdhesh Saxena is building an AI chatbot designed specifically for insurance agents — and his vision for what it can do to your sales process is more practical and more immediate than most agents realize.
05/10/2021 · 5 min read
Craig Pretzinger makes the case that most agents fail not from lack of effort but from lack of clarity — and that the disparity between where they are and where they want to be is almost always a clarity problem first.
05/07/2021 · 5 min read
Jason Feltman examines the conundrum that catches every successful agent eventually: the routine that built your success is now the ceiling on your next level of it.
05/06/2021 · 5 min read
Julian Chambers returns to break down what happens after the commitment — the real work of figuring it out in motion and why most agents underestimate how good they are at it.
05/05/2021 · 5 min read
Julian Chambers built something significant in insurance by doing what most agents won't: committing before the path was fully clear and trusting himself to figure out what came next.
05/03/2021 · 5 min read
Craig Pretzinger makes the case that obsessing over sales outcomes is the mistake that keeps agencies stuck — and why shifting focus to process is the counterintuitive move that actually produces more sales.
04/30/2021 · 5 min read
Jason Feltman puts on the judicial robe and delivers a ruling on the one thing that separates agents who reach their potential from the ones who explain why they didn't.
04/23/2021 · 6 min read
Craig Pretzinger asks the question that most agents avoid: not what do you want to sell, but why does any of it matter? The answer determines everything.
04/21/2021 · 6 min read
Jason Feltman on the gap between declaring a decision and actually executing on it — and why most agents confuse intention with action.
04/14/2021 · 6 min read
Craig Pretzinger gets honest about the impossible task of pleasing everyone — and why the agents who try to do it end up burning out, caving on price, and losing respect.
04/12/2021 · 6 min read
Jason Feltman goes solo and gets real — the banter, the business lessons, and why the best insights sometimes come wrapped in a joke.
04/09/2021 · 6 min read
Part 2 with Matt Dietz moves from the gritty scratch-build years into the growth phase — the specific decisions, personnel moves, and mindset shifts that took his agency from established to expanding.
04/09/2021 · 6 min read
With episode 300 on the horizon, Craig opens up about his own story — where he came from, what built him, and what nearly broke him before the version of Craig Pretzinger who shows up every week on The Insurance Dudes existed.
04/09/2021 · 6 min read
With episode 300 nearly here, Jason opens up about his own origin story — the path that led from his early years to co-hosting one of the insurance industry's most downloaded podcasts alongside Craig.
04/09/2021 · 6 min read
Craig revisits the original Randy Thompson interview and pulls out the most durable lessons on coaching, teaching, and building teams that actually develop — the kind of insights that are just as sharp the second time through.
04/09/2021 · 6 min read
Jason digs into the hiring and onboarding practices that create genuinely committed team members — not just competent employees — and why the first thirty days shape the next three years.
04/09/2021 · 6 min read
Craig revisits Tommy Breedlove's powerful first redemption story — a conversation about what happens when high-achieving professionals stop running from the life they are actually living and start building one worth having.
04/09/2021 · 6 min read
Jason revisits the Garrett J. White episode and pulls out the most durable and provocative pieces — the unfiltered perspective on why most entrepreneurs stay small and what it actually takes to change that.
04/09/2021 · 6 min read
Craig breaks down why training is not a nice-to-have activity for growing agencies — it is a structural pillar that determines whether the people you hire can become the team you need.
04/09/2021 · 6 min read
Jason revisits the David Carothers conversation — one of the most authentic and practically useful episodes in the catalog — and surfaces the insights on commercial lines, industry community, and what genuine expertise looks like in the business insurance space.
04/09/2021 · 5 min read
Marketing isn't a department. It's a religion. Craig breaks down the strategies that separate agencies that grow from agencies that just survive.
04/07/2021 · 7 min read
Matt Dietz built his agency from nothing — no inherited book, no partner's clients, no soft start. Craig digs into the gritty early chapters of that story and the principles that made the foundation hold.
04/02/2021 · 6 min read
Craig challenges the safe goal-setting habit that keeps most agency owners comfortable and stuck — and makes the case for raising the bar to a height that actually demands something from you.
03/31/2021 · 6 min read
Part 2 with Brett Young gets into the operational specifics — the hiring frameworks, culture mechanics, and systems decisions that turn a growing agency into a machine that scales without the owner in every room.
03/29/2021 · 6 min read
Brett Young has built the kind of agency most owners only talk about at conferences. In Part 1, Craig digs into the mindset shifts, structural decisions, and leadership moves that made it possible.
03/26/2021 · 6 min read
Jason makes the case that the thing between most agency owners and the results they want is not talent or resources — it is the willingness to put the right things on a calendar and actually show up for them.
03/24/2021 · 6 min read
Craig makes the business case for self-care — not the bubble-bath version, but the operational argument for protecting your own energy as the most critical asset your agency runs on.
03/22/2021 · 6 min read
Part 2 with Phillip Boyd goes deeper into the mechanics — the scripts, the cadences, and the mindset shifts that turn a prospecting grind into a repeatable, scalable production engine.
03/19/2021 · 6 min read
Phillip Boyd knows what it takes to keep a producer pipeline full — and it has less to do with luck or leads and more to do with the kind of disciplined hustle most agencies stop doing the moment things get comfortable.
03/17/2021 · 6 min read
Jason unpacks why the agents chasing massive overnight transformation keep losing ground to the ones quietly stacking small improvements every single day.
03/15/2021 · 6 min read
Craig sits down solo with a cup of coffee and gets personal — exploring the spiritual and emotional journey that reshaped how he runs his agency and leads his team.
03/12/2021 · 8 min read
Part 2 of the Jordan West conversation gets operational — which platforms to use, how to allocate budget, what to measure, and when to scale versus when to pull back.
03/09/2021 · 7 min read
Jordan West scaled e-commerce brands with paid advertising. The principles he used work in insurance too — if you understand why they work instead of just copying what he did.
03/08/2021 · 6 min read
Anxiety in a growing insurance agency almost always traces back to one thing: you don't actually know what's happening. Accountability solves that.
03/05/2021 · 7 min read
If your agency needs you present every day to function, you don't own a business. You own a job. Here's how to build the machine.
03/03/2021 · 7 min read
Part 2 of the Krista Mashore conversation gets tactical — funnels, retargeting, content cadence, and the specific systems that turn content into clients.
02/28/2021 · 6 min read
Krista Mashore sold homes at a rate most realtors dream about. The marketing systems she built to do it work just as well for insurance agents who are willing to learn from a different industry.
02/26/2021 · 7 min read
Every insurance agent is fighting for the same customer in the same market with the same pitch. Here's how to stop competing and start owning.
02/24/2021 · 6 min read
The month after your best month ever is when most agencies quietly start sliding. Here's how to celebrate without stalling.
02/22/2021 · 6 min read
Lyneil Mitchell's athletic career ended. His training in high-performance systems didn't. Here's what the second half of the conversation reveals about building an agency that actually runs.
02/19/2021 · 6 min read
Former athletes don't just bring discipline to insurance. They bring a framework for losing, adjusting, and winning that most agents never develop.
02/15/2021 · 6 min read
Complaints don't build agencies. Craig makes the case — bluntly — for why the agents who complain the most are usually the ones growing the least, and what to do about it.
02/12/2021 · 7 min read
Part 2 goes inside the Kampert partnership to answer the questions Part 1 raised: how do they handle disagreement, what does the transition actually look like, and what has Joe brought to the alliance that David didn't see coming?
02/10/2021 · 6 min read
David is Joe's father. That relationship is the foundation, but the business they've built together is something bigger than family — it's a real insurance alliance. Part 1 of a two-part conversation.
02/08/2021 · 6 min read
Jason brings the uncomfortable question: what are you actually prepared for? Not the good stuff — the hard stuff. The agents who survive market disruptions are the ones who built for it before it arrived.
02/05/2021 · 6 min read
Jason breaks down why data isn't a technology problem — it's a decision-making problem. The agencies that scale are the ones that stop guessing and start knowing.
02/03/2021 · 6 min read
Part 2 with David Seagraves goes deeper into the specific moves that keep a captive agency growing year over year — retention systems, team dynamics, and how to avoid the traps that stall most agents.
02/01/2021 · 6 min read
David Seagraves has built something most Farmers agents talk about and never reach. In Part 1, he breaks down the positive plays that separate the agents who grow from the ones who plateau.
01/29/2021 · 6 min read
Every agent has been told to 'be on social media.' Most of them are doing it wrong. Jason breaks down what a real social media presence looks like for an insurance agency — and why ignoring it is a bet you can't afford to make.
01/25/2021 · 6 min read
Flood insurance is the single most misunderstood coverage in P&C — and agents who don't know it are leaving money on the table and exposing clients to six-figure losses. Chris Greene, the Flood Insurance Guru, is back with the knowledge that changes that.
01/22/2021 · 6 min read
Product knowledge alone doesn't build agencies. The agents who grow consistently have mastered four specific knowledge domains — and most of your competitors have gaps in at least two of them.
01/20/2021 · 6 min read
Part 1 established why mind, body, and business performance are inseparable. Part 2 is where Jamie Alderton gets tactical — the specific systems, practices, and non-negotiables that sustain elite output over the long game.
01/18/2021 · 6 min read
Jamie Alderton went from British Army soldier to competitive bodybuilder to business coach. His framework for building peak performance in mind, body, and business has changed careers — and it hits differently for insurance agents running on empty.
01/15/2021 · 6 min read
Ryan Holiday's book turned ancient Stoic philosophy into a modern performance framework. The principles — discipline your perception, take direct action, embrace the long game — apply to insurance agency life with uncomfortable precision.
01/13/2021 · 6 min read
The 5AM Club isn't a sleep hack or a productivity gimmick. In Part 2, Robin Sharma gets specific about the rituals that wire elite performers for sustained output — and why most agents will never implement them.
01/11/2021 · 6 min read
Robin Sharma has sold millions of books and coached some of the world's highest-performing leaders. His message for insurance agents is simple and uncomfortable: how you own your morning determines how you own your day.
01/08/2021 · 6 min read
Hiring is the single highest-leverage activity an insurance agency owner can do — and most agents do it wrong, slowly, reactively, and without a system. That changes today.
01/06/2021 · 6 min read
You can't scale what you don't understand. Jeff Lerner's framework for entrepreneurial education goes deeper in Part 2 — and the application for insurance agency owners hits differently the second time around.
01/04/2021 · 6 min read
Most insurance agents spend thousands on CE credits and carrier training but never invest a dollar in learning how to actually run a business. Jeff Lerner built an online education empire to fix exactly that problem.
12/30/2020 · 7 min read
Jorge Carbonell didn't just hit $250,000 a month — he built the infrastructure to sustain it. Craig digs into the operational side: how Jorge managed a fast-growing book, avoided burnout, and kept the machine running.
12/28/2020 · 7 min read
Jorge Carbonell hit $250,000 a month in sales in under a year. Jason sits down with him to find out exactly how — the mindset, the systems, and the daily behaviors that made it possible.
12/25/2020 · 7 min read
Year-end planning is not optional. Craig lays out the agency playbook audit — the hike you have to take before January 1st if you want the new year to be materially different from the last one.
12/18/2020 · 7 min read
Staring at a blank page — a blank calendar, a blank process doc, a blank pipeline — is the moment most agents freeze. Jason breaks down the mental and tactical approach to starting from zero without letting the emptiness become an excuse.
12/16/2020 · 7 min read
Dani Kimball and Craig go deeper into the tactics and tools that are actually moving the needle for insurance agencies in 2021. Consistency, content, and converting attention into appointments.
12/14/2020 · 6 min read
Dani Kimball sits down with Jason to map out what insurance agency marketing needs to look like in 2021. It's not about doing more — it's about doing the right things with intention, consistency, and a clear message.
12/11/2020 · 6 min read
The quest for the perfect system, the perfect script, the perfect moment — it's not preparation. It's procrastination with a polished name. Craig breaks down why perfection is the excuse agents use to avoid the discomfort of actually starting.
12/09/2020 · 8 min read
Dan Herrenbruck closes out his $17 million agency story with the operational details: hiring systems, production infrastructure, compensation design, and the daily disciplines that compound a high-performing agency over time.
12/07/2020 · 7 min read
Dan Herrenbruck is back — and he's not here to talk about incremental growth. He built a $17 million agency, and he came to explain exactly how the decisions, the systems, and the mindset that got him there work in practice.
12/02/2020 · 7 min read
Joshua Stephens is back for Part 2, and this time it's operational: how to make your first hire, build a training system that doesn't depend on you being in the room, and create the production infrastructure that turns a startup into a business.
11/30/2020 · 7 min read
Opening a new insurance agency is one of the hardest things you can do in this industry. Joshua Stephens did it and lived to talk about it — with a framework that first-year agents wish they'd had before they signed the lease.
11/25/2020 · 7 min read
Carson Saville is back to close the loop on government entity insurance — covering how to build carrier relationships, navigate the bid process, and turn your first public sector win into a sustainable book of business.
11/23/2020 · 6 min read
While most agents are fighting over the same personal lines prospects, Carson Saville carved out a niche in government entity insurance that most agents don't even know exists. Here's why that changes everything.
11/20/2020 · 5 min read
The phone is still the most powerful sales tool in insurance. But most agents are using it like it's 1995. TeleFunnels change that equation — and the results are hard to argue with.
11/18/2020 · 5 min read
David Denning is back with the second half of an agency marketing playbook that most agents will never see — because they're too busy chasing the next shiny tactic to build something that actually lasts.
11/16/2020 · 8 min read
David Denning didn't come to the Insurance Dudes with a theory. He came with a playbook — a tested, specific, and deployable marketing system for insurance agencies that want to stop guessing and start growing.
11/13/2020 · 9 min read
A solo episode from Craig on the most underestimated force in any insurance agency's growth: belief. Not motivation, not strategy, not systems — the foundational conviction that what you're building is worth building.
11/11/2020 · 8 min read
Part 2 with Eric Kinneman goes deeper — from lending fundamentals into the specific partnership structures and advanced strategies that turn a casual mortgage relationship into a reliable referral engine.
11/09/2020 · 7 min read
Eric Kinneman — the Mortgage Dude — sits down with Craig to share the lending knowledge that insurance agents desperately need if they want to build real relationships with mortgage professionals and win more homeowner business.
11/02/2020 · 7 min read
Martina Brugnoni returns for Part 2, moving from foundational principles into the advanced marketing strategies that separate growing insurance agencies from stagnant ones.
10/30/2020 · 7 min read
Solo episode. Jason sits down with a coffee and a question that kills most agencies before they ever reach their potential: are you building an agency or are you just building yourself a job?
10/28/2020 · 6 min read
Martina Brugnoni is the kind of guest who makes you pull over and take notes. A master insurance marketer who has built and scaled agencies using strategies most owners haven't even considered.
10/26/2020 · 6 min read
Part 1 was the framework. Part 2 is where Martin Amador goes hands-on — walking through the exact implementation strategies that move insurance agency marketing from good intentions to actual growth.
10/23/2020 · 6 min read
Martin Amador is back, and he didn't come empty-handed. He came loaded with marketing frameworks that independent insurance agents can steal, deploy, and profit from immediately.
10/21/2020 · 8 min read
Jeff Major and Jason Feltman continue the Mortgage Masterclass with the advanced mechanics: how to deepen the partnership over time, what products to lead with in a mortgage context, and how to build a referral network that generates consistent high-quality clients for years.
10/19/2020 · 7 min read
Jeff Major sits down with Craig Pretzinger to open a masterclass on one of the most underutilized revenue and relationship opportunities in the insurance industry: the mortgage-insurance partnership. The opportunity is bigger than most agents realize, and the mechanics are simpler than most expect.
10/16/2020 · 6 min read
Jason Feltman's solo Coffee Talk connects the dots between Greg Offner's disruptive strategy sessions and the practical operational question every agent eventually asks: how do you turn disruption into an agency that actually sets you free?
10/14/2020 · 7 min read
Greg Offner returns with Craig Pretzinger for Part 2, moving from principles to the specific disruptive tactics that insurance agents can implement immediately to separate themselves from every other agent in their market.
10/12/2020 · 6 min read
Greg Offner is a dueling pianist turned business consultant who has developed a framework for disrupting industries from the inside. Jason Feltman brought him in to explore what that means for insurance agents — and the conversation did not go where most people expected.
10/09/2020 · 6 min read
In a solo Coffee Talk, Craig Pretzinger makes the argument that every insurance agent has one asset that no competitor can duplicate — and most agents are leaving it completely unused.
10/07/2020 · 6 min read
Nicholas Ayers — the YouTube advertising expert who changed how insurance agents think about video ads — is back with updated strategies for 2020 and beyond. Jason Feltman gets the latest from the guru who knows this platform better than almost anyone in insurance.
10/05/2020 · 6 min read
Craig Pretzinger's Motivation Monday solo takes a turn most agents don't expect: gratitude isn't just a feel-good practice. Deployed correctly, it is one of the most durable performance advantages available to an agency owner.
10/02/2020 · 6 min read
Jason Feltman hit the wall. Not slowly — fast. In this solo Coffee Talk, he gets honest about what it feels like when the pressure of running an agency builds past the point where you can ignore it, and what to actually do about it.
09/30/2020 · 6 min read
Brad Zude runs a successful insurance agency and a family he's actually present for. He sat down with Craig to talk about what it really takes to stop choosing between the two.
09/28/2020 · 6 min read
Episode 205 is a milestone, a thank-you, and a declaration. Jason reflects on the community behind The Insurance Dudes — the agents, the staff, the listeners, the people in the trenches — and makes the case that ownership of your agency's results starts and ends with you.
09/25/2020 · 6 min read
Every agency owner has patterns running in the background that are costing them more than any bad hire or slow market. Craig identifies the specific negative patterns that produce worst-case outcomes — and exactly what to replace them with.
09/23/2020 · 6 min read
Tommy Breedlove had it all by every conventional measure — then walked away from all of it to rebuild from the ground up. The bestselling author and speaker sits down with Jason to talk about the comeback that changed everything, and what insurance agency owners can learn from a real redemption story.
09/21/2020 · 6 min read
The most transformative tool in an agency owner's arsenal isn't a CRM, a lead source, or a marketing platform. It's a question — one specific question that cuts through noise, exposes blind spots, and accelerates growth faster than almost anything else.
09/18/2020 · 6 min read
There are two kinds of agency owners: those who do the work and those who plan to do the work. Jason Feltman breaks down why action-orientation is the single trait most predictive of agency success — and how to build it into the way you operate every day.
09/16/2020 · 6 min read
Before comparison engines, before aggregators, before any of the digital infrastructure agents now take for granted, Mitch Dunford was building it. Craig sits down with one of the true pioneers of online insurance to get the history — and the lessons that still apply today.
09/14/2020 · 6 min read
Every agency owner has plans they haven't started. The problem isn't lack of information, better tools, or the right moment. The problem is inaction — and Jason Feltman breaks down exactly why imperfect action will always outperform perfect planning.
09/11/2020 · 6 min read
Agency owners get derailed constantly. Not by failure — by distraction, shiny objects, and the daily chaos that masquerades as urgency. Craig breaks down the system that keeps you on the rails when everything else is pulling you off.
09/09/2020 · 5 min read
David Carothers is back, and this time he's flipping the lead economics. Instead of paying for leads, your agency can become the source — and get compensated for every referral you generate for others.
09/07/2020 · 5 min read
Every agency owner hits the wall eventually. Craig Pretzinger breaks down what burnout actually looks like in this business, why it sneaks up on the most driven producers, and the hard-won path back to full capacity.
09/04/2020 · 6 min read
Empathy is not a soft skill. In an insurance agency, it is a production multiplier, a retention tool, and the single most underutilized leadership capability most owners possess. Jason Feltman makes the case.
09/02/2020 · 7 min read
Kris Plachy has spent years coaching leaders who were technically excellent but failing with people. Her message for insurance agency owners is precise: leadership is a responsibility you accepted the moment you hired someone, and most owners are not meeting it.
08/31/2020 · 6 min read
It's Motivation Monday and Jason Feltman isn't bringing you a pep talk. He's bringing you a framework for what agency success actually requires — and what you can do today to move toward it.
08/28/2020 · 6 min read
Agency owners love to talk about advanced strategies while their fundamentals are broken. Craig Pretzinger is done being polite about it. Miss these basics and no strategy in the world will save you.
08/26/2020 · 6 min read
Andy and Ryan Mathisen are back on The Insurance Dudes. GloveBox is growing fast and the lessons they're learning about scaling a product built specifically for independent agents are ones every agency owner needs to hear.
08/24/2020 · 6 min read
Craig Pretzinger doesn't use the word 'guaranteed' loosely. When he says there's a practice that produces both growth and happiness in your agency, he means it — and he explains exactly why it works.
08/21/2020 · 6 min read
The most important question you can ask yourself as an agency owner isn't about your market or your products. It's about you. Jason Feltman walks through the self-assessment most owners are afraid to run.
08/19/2020 · 6 min read
Garrett J. White is back on The Insurance Dudes with a message that does not arrive gently. If you've been playing small in your agency and your life, this conversation is the interruption you've been avoiding.
08/17/2020 · 6 min read
The biggest lie told to struggling agency owners is that great leaders are born, not made. Jason Feltman tears that down and replaces it with something you can actually use.
08/14/2020 · 6 min read
Every agent wants more sales. They buy more leads, run more ads, add more products. Craig Pretzinger says stop. There is one thing — and only one thing — that moves the needle right now.
08/07/2020 · 7 min read
The most dangerous person in your agency might be the one who needs to be the smartest person in the room. Craig's Coffee Talk on why letting go of ego isn't a spiritual practice — it's a business requirement.
08/03/2020 · 6 min read
The agencies that are scaling aren't doing more of the same — they're doing fundamentally different things. Craig's Motivation Monday on what it actually means to think differently and why your agency's survival may depend on it.
07/31/2020 · 7 min read
The hardest discoveries aren't in market research or competitive analysis. They're in the mirror. Jason's Coffee Talk on what agents find when they stop performing and start looking.
07/29/2020 · 6 min read
Most insurance agents on social media are doing it wrong — not because they lack effort, but because they never stopped to understand how the platforms actually work. Michael Hunter fixes that.
07/27/2020 · 7 min read
Fear is the most expensive operating cost in your agency and it never shows up on a P&L. Jason's Motivation Monday framework for moving through fear and building a mindset that nothing can derail.
07/20/2020 · 7 min read
Every few years someone announces that insurance agents are finished. Insurtech, direct-to-consumer, AI — the threats keep changing. Jason's Motivation Monday take: disruption doesn't kill industries, it kills the people who refuse to adapt.
07/17/2020 · 6 min read
When your agency is struggling, the instinct is to look outward — bad hires, slow market, lousy leads. Craig's coffee talk flips the script: most agency problems start in the mirror.
07/15/2020 · 7 min read
Dan Faggella went from MMA fighter to TED Talk speaker to one of the most serious AI researchers in the business world. His message for insurance agents is not comfortable, but it is essential.
07/13/2020 · 6 min read
The market is not the problem. The leads are not the problem. The carrier is not the problem. At some point, every agency owner has to walk to the mirror and have an honest conversation.
06/26/2020 · 6 min read
Eddie Millan spent 20 years earning top industry awards and landing in the top 1% of his peers. His secret isn't a sales script — it's a philosophy about what financial planning actually means for the people who need it most.
06/24/2020 · 6 min read
Time is the one resource you cannot buy more of. Jason sits down with his coffee to break down automation, staff empowerment, and what remote work actually requires from agency owners.
06/22/2020 · 6 min read
Brad Lea spent the first half of his life focused entirely on himself. The last twenty years he flipped the script — and built something that makes billionaires call him back.
06/17/2020 · 6 min read
Every agency owner hits a point where the numbers are bad, the team is struggling, and the voice in your head starts asking whether this was ever a good idea. What you do in that moment defines everything.
06/15/2020 · 6 min read
Six companies. Fifty million dollars in combined sales. And the most important thing Mike Watts will tell you has nothing to do with revenue.
06/12/2020 · 7 min read
Todd Tomlinson is a second-generation Allstate agent and third-generation Floridian with 31 years in the business. When someone sticks around that long, they're not doing it for the commissions. They're doing it because the work means something.
06/10/2020 · 7 min read
Bad leadership rarely announces itself. It seeps in quietly through small decisions, avoided conversations, and habits that feel normal until they've cost you half your team. Craig lays out what lackluster leadership actually looks like — and the specific moves that fix it.
06/05/2020 · 6 min read
Some agencies grow incrementally. Others find a method that accelerates everything. Ben Barrientos of the By The Minute team built a growth engine that most agency owners haven't seen before — and he came on to break it down.
06/01/2020 · 6 min read
Martin Amador didn't build his Denver Allstate agency by chasing leads. He built it by becoming part of the fabric of his community — and then creating a team culture that made people want to stay and perform.
05/29/2020 · 6 min read
Running an insurance agency means managing producers, support staff, compliance, payroll, and HR — often without any dedicated infrastructure for any of it. Brian Boffa of Consolidated Human Resources explains why that's a solvable problem.
05/25/2020 · 8 min read
Plenty of insurance agents are good at selling. Far fewer understand the financial mechanics of the business they're running. Justin Fuhriman is here to change that.
05/22/2020 · 8 min read
Olivia Schmitt has spent her career thinking about how clients experience brands. Her lens on the insurance industry is clarifying — and uncomfortable for agents who think good coverage is enough.
05/18/2020 · 7 min read
Carey Anne Nadeau is an MIT-trained city planner who built a company at the intersection of location tracking and insurance. Her analysis of the Covid crash in driving behavior is a masterclass in using data to see what others miss.
05/15/2020 · 7 min read
Sean Matheis started in insurance the way a lot of the best people do: thrown in the deep end with no floaties. He survived, built Agency Alliance, and became one of the sharpest Facebook marketers in the industry.
05/11/2020 · 7 min read
Gregg Blanchard brought the mindset of a South Florida real estate franchise owner into the insurance world — and built something worth studying. His message on specializing and mentoring is one every agency owner needs to hear.
05/08/2020 · 7 min read
Mike Jones is a loan officer with access to a wide range of investors — and a clear view of why insurance agents and mortgage professionals should be working together, not in parallel.
05/04/2020 · 6 min read
Tom Paterson runs an Allstate agency built on relationships, not cold calls. His approach to soft prospecting and community-based selling turns neighbors into clients without a script in sight.
05/01/2020 · 6 min read
Jared Bellmund didn't panic when quarantine hit his agency. He automated. An Eagle Scout, Appalachian State grad, and natural-born leader, Jared built systems that kept quotes flowing when everyone else was scrambling.
04/29/2020 · 7 min read
Dave Williams runs the #1 Allstate agency in New York. The edge isn't a secret marketing funnel or a better lead source. It's who he hires and how he does it.
04/27/2020 · 7 min read
Ashley Mauldin runs her agency out of Burleson, Texas, and the thing that sets her apart isn't a secret lead source or a proprietary tech stack. It's a fundamental orientation toward generosity that turns out to be one of the most effective growth strategies in the industry.
04/24/2020 · 6 min read
Every agent hears 'niche down' and imagines cutting their market in half. Ramiz Hakim heard it and built an agency that scaled faster than it ever could have trying to serve everyone.
04/22/2020 · 6 min read
Compensation is where agency owners fight the most and where they lose the most — and not because they're cheap. They lose because they haven't connected their pay structure to what they actually want their agency to become.
04/20/2020 · 6 min read
The mortgage lender sitting two offices down from your referral partner is one of the most underutilized lead sources in the insurance industry. Ryan Shaffer knows exactly why that relationship breaks down — and how to fix it.
04/17/2020 · 6 min read
Thirteen years in insurance gives you a particular kind of credibility that no certification can replicate. Dimitri Apostle has it — and he's willing to share what he's learned with a directness that saves you years of expensive trial and error.
04/15/2020 · 6 min read
Every agency in the country just got hit by the same force of nature at the same time. What separates the ones that come out stronger from the ones that don't isn't luck. It's the decision they made in April.
04/13/2020 · 6 min read
Most agents talk about automation the way they talk about going to the gym. They know it matters, they mean to get serious about it, and somehow it's still not part of their routine. Chad Spaide is not most agents.
04/10/2020 · 6 min read
He was thirteen years old when he figured out that someone had to do the work and it might as well be him. By the time Travis Gensler got into insurance, he'd already been an entrepreneur for most of his life.
04/08/2020 · 5 min read
Most agency owners build their business like they're stacking furniture, piece by piece, whatever fits, whatever's cheap. Then they wonder why it collapses under pressure.
04/06/2020 · 6 min read
Every agent's first year is a crucible. Becky Isbell is inside hers right now — building a Goosehead franchise in Killeen, TX, figuring it out in real time, and refusing to quit.
04/03/2020 · 7 min read
Everyone said direct mail was dead. Rudy Surovick ignored them, built a direct mail system for his insurance agency, and quietly grew his book while other agents chased digital trends that never quite delivered.
04/01/2020 · 7 min read
Kirk Baker runs a captive agency and has figured out something most captive agents never do: how to build a team that handles service and tasks without breaking your budget. His answer involves a model that most agents haven't heard of — and it changes the math entirely.
03/30/2020 · 7 min read
Eric Brown is back for his third appearance — and this one is the one that changes how you think about insurance entirely. As an agency owner and founder of Crashtech Accident Investigation, he knows things about claims that most agents never learn and most clients desperately need to hear.
03/27/2020 · 7 min read
Katherine Kinney has been a life coach, a yoga and meditation instructor for eight years, and a business owner for twenty-one. Her take on what actually drives sustainable success will challenge how most insurance agents think about performance.
03/25/2020 · 7 min read
Craig grabbed his coffee and got real about what week two of Covid actually looked like for an agency owner: marketing decisions under pressure, managing remote staff without a playbook, and figuring out which parts of your business are actually essential.
03/23/2020 · 6 min read
At 19 years old, Seth Preus was knocking on stranger's doors trying to sell vacuum cleaners. That experience — brutal, humbling, and deeply instructive — is what made him one of the clearest thinkers on sales predictability in the insurance industry.
03/20/2020 · 6 min read
Most insurance agency owners are running their business on instinct, habit, and hope. Kelly Donahue-Piro has made it her life's work to replace all three with process, data, and accountability.
03/18/2020 · 6 min read
The hand sanitizer was gone. The schools were closed. Nobody knew what week two was going to look like. And the agents who came out ahead weren't the ones who had a plan — they were the ones who had a philosophy.
03/16/2020 · 6 min read
Every minute you spend on work that could be automated or delegated is a minute you're stealing from the things that actually grow your agency — and the life you're building it for.
03/13/2020 · 7 min read
Syd Roe has been entrepreneurial since selling water balloons in 6th grade. Now she's bringing data marketing mastery to an insurance industry that desperately needs a fresh perspective on growth.
03/09/2020 · 6 min read
Troy Korsgaden has consulted with some of the biggest names in insurance and financial services. His power positioning framework reveals why some agencies dominate their markets while others fight for scraps.
03/06/2020 · 6 min read
Peter Fournier started as an intern, spent years in the captive trenches, and emerged with four life lessons that every insurance producer needs to hear — especially the ones who think they already know everything.
03/02/2020 · 6 min read
David Carothers built his commercial insurance career on a principle most agents get backwards: listen more than you speak, act more than you react. Here's how that philosophy creates true partnerships.
02/28/2020 · 6 min read
Raghav Tanna started as a commercial producer and underwriter. The inefficiency he saw every day led him to build Tarmika, a comparative rater for commercial lines that's changing how agencies quote business insurance.
02/24/2020 · 6 min read
Robby Burton runs one of the oldest insurance agencies in America. His playbook for modernizing a 129-year-old agency without destroying what made it last is a masterclass in agency evolution.
02/21/2020 · 6 min read
Neal Tricarico helped build Business Mastery with Tony Robbins and Chet Holmes. His sales process framework eliminates the guesswork that kills most producers before they ever hit stride.
02/17/2020 · 7 min read
Ryan Hanley has spent his career helping individuals and organizations create meaningful long-term growth through content strategy and marketing. His framework for insurance agents replaces short-term tactics with sustainable systems that compound over time.
02/12/2020 · 7 min read
Craig confesses the leadership failures that nearly cost him his team and his agency. Every boss fails — the difference is whether you learn from the wreckage or repeat the same mistakes until your best people walk out the door.
02/07/2020 · 7 min read
Dave Davis spent two decades in servers, datacenters, and microprocessors before turning his attention to insurance technology. His people-focused approach to digital transformation reveals what agents need to embrace — and what they can safely ignore.
02/05/2020 · 7 min read
A new year brings new excuses — or new results. These three actionable tips give insurance agents a concrete framework to stop drifting through the year and start stacking wins from day one.
02/03/2020 · 7 min read
Rob Kulessa carved a massively profitable niche selling Medicare plans inside Walmart stores. His high-energy approach and unconventional tactics reveal a blueprint any agent can adapt to dominate a specific market.
01/31/2020 · 7 min read
PJ Lewis got his insurance license at 18 years old in Virginia — one of the youngest ever. He started as a file clerk, opened one office, and built an agency from scratch. His story is a masterclass in saving yourself before you can save anyone else.
01/29/2020 · 7 min read
Most agents chase the one big move that will transform their business overnight. The truth is that small, consistent daily actions will always outperform sporadic bursts of hustle. Here's why the beetle beats the hare every single time.
01/27/2020 · 7 min read
Cody Askins grew up in the insurance industry, owns four insurance-based companies grossing over $5 million in sales, and he's only 28. His blueprint for building at scale is not what you'd expect.
01/24/2020 · 7 min read
Christiana Hill runs an insurance agency in Colorado where the market is competitive, the weather is unpredictable, and the rewards of ownership are worth every challenge — if you stick it out.
01/20/2020 · 7 min read
Bill Cline's first year owning an insurance agency in Indiana was brutal, educational, and ultimately the foundation for everything that came after. Here's what he learned the hard way.
01/17/2020 · 7 min read
Nicholas Sakha is a Las Vegas insurance agent who turned his phone camera into his most productive sales tool. His video-first approach is generating leads that cold calling never could.
01/15/2020 · 6 min read
You already know what to do. You're just complicating it, hesitating on it, or inventing reasons not to do it. Time to cut that out.
01/14/2020 · 6 min read
TJ Larkin runs an Allstate agency in Glendora, California, and he's obsessed with growth. Not the slow, predictable kind. The kind that makes your district manager nervous.
01/06/2020 · 6 min read
David Meerman Scott left Wall Street bond trading to study what makes people fanatically loyal. His answer involves the Grateful Dead, neuroscience, and a framework every insurance agent can steal.
01/03/2020 · 7 min read
Grant Botma has run his agency for a decade with almost zero staff turnover. His secret isn't compensation or perks — it's a purpose-driven culture that most agency owners don't know how to build.
01/01/2020 · 7 min read
A new decade deserves more than recycled resolutions. It demands a revolution in how you plan, execute, and hold yourself accountable for the agency you actually want to build.
12/30/2019 · 7 min read
Hiring in insurance is broken and everyone knows it. Dave Williams from Team Hired and Kat Ternes from Agency Zoom sit down for a roundtable on what's actually going wrong — and how to fix it.
12/27/2019 · 7 min read
Stefan Aarnio built his fortune in real estate with closing techniques most agents have never heard of. Here's how his hard-core approach translates directly to insurance sales.
12/25/2019 · 7 min read
You didn't lose control of your agency overnight. It leaked out through a thousand moments when nobody was watching. Here's how to build the accountability system that stops the bleeding.
12/20/2019 · 6 min read
Growing your agency by double digits isn't about working double the hours. An agent who represented one of the longest running Allstate agencies shares the real playbook.
12/18/2019 · 7 min read
Talent closes deals sometimes. Process closes deals every time. Why the agents who build selling systems always outperform the ones running on instinct.
12/16/2019 · 6 min read
The insurance industry is shifting under everyone's feet. A Phoenix agency owner with decades of experience reveals what separates the agents who adapt from the ones who disappear.
12/13/2019 · 6 min read
Your best producers are quietly struggling with three problems you probably aren't addressing. A Licensed Sales Producer breaks down what's really happening on the front lines.
12/11/2019 · 6 min read
The instinct to cut your way to profitability is the most dangerous reflex in the insurance business. Cutbacks feel safe, but they're a slow death sentence. Only growth saves an agency — and here's why.
12/06/2019 · 7 min read
Bryan Dulaney has generated millions through digital funnels. His framework for turning strangers into customers applies to insurance in ways most agents haven't considered — and the agents who figure it out first will dominate their markets.
12/04/2019 · 6 min read
We've been getting the same question from agents for months: How do I get direct access to the strategies that actually work? Today we're answering that question with the Insurance Dudes Inner Circle.
11/29/2019 · 6 min read
Your millennial producers aren't lazy. You're managing them wrong. Chris Tuff wrote the book on what actually motivates the largest generation in the workforce — and his insights are reshaping how smart agency owners lead.
11/27/2019 · 6 min read
You're not productive. You're busy. There's a massive difference, and it's costing your agency real money every single week. It's time to set goals big enough to force you out of the busywork trap.
11/25/2019 · 6 min read
Victor Gray didn't tiptoe into insurance. He attacked it — writing as many as 600 items and building an empire in the midwest that most agents only dream about. Here's how he did it from day one.
11/22/2019 · 6 min read
Your agents are losing deals they should be winning because they've never practiced the hard conversations. Jeremy Olson and Kristin Isaacson reveal the roleplay training framework that transforms hesitant producers into confident closers.
11/21/2019 · 7 min read
Jay Adkins co-founded ProVest Insurance Group, Agency Sales Academy, and Agency Marketing Machine. His blueprint for mentoring agents and building scalable insurance ventures reveals what separates agency owners who plateau from those who break through.
10/21/2019 · 8 min read
Todd Hartley built WireBuzz to help businesses amplify sales with video and ran digital campaigns for 7 of the largest brands on earth. His framework for video marketing applies directly to insurance agents ready to dominate online.
10/11/2019 · 6 min read
Greg Scealf spent decades in the captive world before making the leap to independent. His transition story reveals what most agents get wrong about going indie — and what it actually takes to survive the switch.
10/07/2019 · 6 min read
Tisha Alyn Abrea turned a professional golf career into an Instagram empire. Her approach to building an authentic audience online holds lessons every insurance agent needs to hear.
10/01/2019 · 6 min read
Before the systems, the guests, and the agency empire — there was Craig Pretzinger sitting in front of a microphone wondering if anyone would actually listen. This is how the Insurance Dudes really started.
09/30/2019 · 7 min read
Justin Harkleroad isn't just opening an insurance agency. He's launching Triumph — a brand built on entrepreneurial energy, community roots, and the kind of ambition that doesn't fit inside a captive playbook.
09/25/2019 · 7 min read
Complaining about rates, carriers, leads, and staff is easy. It also accomplishes nothing. Here's the case for a hard positivity reset and what it actually looks like in practice.
09/23/2019 · 6 min read
Sandra Gebhart lost her captive agency. Then she rebuilt from scratch using social media strategies that most agents dismiss as fluff — and turned them into a lead-generating powerhouse.
09/20/2019 · 7 min read
Courtney Epps spent 16 years running her own accounting practice. As a fractional CFO, international speaker, and author, she's seen agency owners make the same financial mistakes on repeat. Here's how to stop.
09/18/2019 · 7 min read
The cycle is painfully familiar: hire a producer, give them minimal training, watch them struggle, replace them, repeat. The fix isn't better hiring — it's better training from day one.
09/16/2019 · 6 min read
Andy and Ryan Mathisen took a $10 million personal lines agency to $100 million. When the leads and clients outgrew human capacity, they built GloveBox to solve the problem at scale.
09/13/2019 · 6 min read
Ryan Chao ran an office for one of the biggest agents in the country. Then he looked around, did the math, and realized he could do it himself. Here's the masterclass on making that leap.
09/11/2019 · 6 min read
When polled, agency owners consistently name hiring as their biggest challenge. The margins are thin, the barriers are high, and the talent pool is shallow. Here's how to fix the math.
09/09/2019 · 6 min read
Jillena McGowan grew up breathing insurance. When she combined that foundation with a passion for motorsports, she carved out a niche that most agents wouldn't dare touch — and it's paying off big.
09/06/2019 · 7 min read
Walter Bayliss left the corporate world when his first daughter was born and built a massively successful online business. His entrepreneurial wisdom applies directly to agency owners ready to level up.
09/04/2019 · 6 min read
Changing your agency's pay plan is one of the scariest moves you can make. Here's how to restructure compensation so your team performs better and nobody heads for the door.
09/02/2019 · 6 min read
Derek Deminski turned a local golf instruction business into a 115K-follower Instagram brand. His growth strategy is exactly what insurance agents need to hear.
08/30/2019 · 7 min read
Sean Michael Kelly dropped out of Rutgers, went all-in on digital, and built 3 million+ Instagram followers as a 20-year-old CEO. His attention playbook applies directly to insurance.
08/28/2019 · 6 min read
"I'm a perfect driver. I've never had an accident. My rates keep going up!" Stop arguing. Start building a Wall of Protection that re-establishes you as the expert.
08/23/2019 · 6 min read
Todd Braeger didn't just adopt insurance automation. He pioneered it. Here's how the Godfather of insurance automation built systems that changed the industry.
08/21/2019 · 6 min read
Josh Berg from the BLIP Podcast sits down for Coffee Talk to break down how insurance agents can build a media presence that actually drives business.
08/19/2019 · 6 min read
Laura Harris is a CLU, ChFC, CIC who built an insurance agency so systematized she can leave for 30 days and it runs without her. Here's the blueprint.
08/13/2019 · 6 min read
Most agents think marketing means buying leads. Nato Guajardo knows it means building relationships that compound over decades — and he has the playbook to prove it.
06/18/2019 · 7 min read
Bryan Falchuk went from clinically obese to running marathons, then brought that same breakthrough mentality to insurance technology. His framework applies to every agent stuck at a plateau.
06/12/2019 · 7 min read
Eric Brown went from brand-new agent to sharing stages with top producers in two years. His secret isn't working harder — it's building systems that make half the staff twice as productive.
06/04/2019 · 6 min read
Most agents buy leads and pray. Anthony and Myra Aguilar built a system that tracks every dollar from click to close — and the numbers tell a story most agents don't want to hear.
05/27/2019 · 6 min read
While most people run from tornadoes, Rob Galbraith runs toward them. That same instinct drives his InsurTech vision — and it should change how you think about your agency's future.
05/24/2019 · 6 min read
Dave Williams has built businesses, faced devastating loss, and turned grief into a movement. His entrepreneurial mindset is fueled by something most business books never mention.
05/21/2019 · 6 min read
Dan Herrenbruck runs an $18 million book in Florida where he can't even write homeowners. His marketing-driven playbook for massive scale is unlike anything you've heard.
05/09/2019 · 6 min read
Michael Corak runs one of the biggest digital marketing firms in the country. The strategies he deploys for Fortune 500 brands can work for your insurance agency too.
05/06/2019 · 7 min read
Skip Nichols and Josh Kelley — a.k.a. the Sock Dudes — built insurance agencies with a culture so strong their teams actually want to show up. Their secret has nothing to do with compensation plans.
04/26/2019 · 7 min read
Wessly Anderson runs three companies and puts family first. His secret weapon isn't working more hours — it's building an army of virtual assistants that handle the work he shouldn't be doing.
04/24/2019 · 7 min read
Thirty years with Allstate. A $12 million book of business. Mark Noffsinger didn't build that by guessing — he built it by knowing exactly which numbers to watch and which distractions to ignore.
04/09/2019 · 6 min read
Chris Greene built an entire brand around flood insurance. While most agents treat flood as an afterthought, he turned it into a business that dominates search results and client trust.
04/04/2019 · 6 min read
Mark Jeffrey has been flying over Phoenix in helicopters reporting traffic since the early 80s. What he knows about grabbing attention in three seconds applies directly to every insurance agent's Facebook feed.
04/02/2019 · 6 min read
Most insurance agents treat digital marketing like a slot machine — throw money in and hope leads come out. Preston Schmidli built something that actually compounds.
04/01/2019 · 6 min read
Going independent isn't a business decision. It's an identity decision. Preston Schmidli breaks down the mental framework that separates agents who thrive after the jump from those who crawl back.
03/24/2019 · 5 min read
Every P&C agent hits the moment. You're staring at your production numbers, your commission schedule, and that non-compete clause, and a single question starts eating at you.
03/14/2019 · 5 min read
You finally pulled the trigger and hired someone. Six weeks later, they ghost you — or worse, they stick around and coast. The problem isn't that good people don't exist.
02/20/2019 · 6 min read
The insurance industry has a hiring problem — and it's not what you think. Agencies post job listings looking for 'experienced' agents, overlooking the exact people who would dominate in this business.
02/13/2019 · 6 min read
You close deals. You write policies. You hustle. But when it comes to actually knowing your numbers — where your money goes, which lines are profitable — most agents are flying blind.
02/06/2019 · 5 min read
You built your agency from scratch. You picked the name, designed the logo, built the book of business one policy at a time. But have you actually protected any of it?