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04/09/2021 · 6 min read
Jason Feltman came to insurance from a serious music background that taught him stage presence, rehearsal discipline, and outsider-pattern-recognition. Those translate directly into sales connection, engineered conversations, and seeing inefficiencies insiders miss. He co-built The Insurance Dudes because honest operator talk was missing from the industry.
04/09/2021 · 6 min read
Randy Thompson's coaching playbook: ask instead of tell so producers build independent judgment, treat teaching as the leader's main job by explaining the reasoning behind every significant decision, and replace vague feedback with specific behavioral forward-looking observations that point at the exact moment to change.
04/09/2021 · 6 min read
Onboard new agency team members successfully with three structural moves: a real cultural orientation conversation with the owner in week one, an assigned buddy for the first 30 days, and early wins designed into the first two weeks. Hire for values alignment using behavioral stories, not posted-values agreement.
04/09/2021 · 6 min read
Rebuild your life after burnout by stopping long enough to ask Tommy Breedlove's four questions: Is this the life I would choose consciously? What am I building this for, specifically? Who am I being with the people that matter most? What would I do if the results were already enough?
04/09/2021 · 6 min read
Garrett J. White on mindset, marketing, and money: identity beliefs cap the size of the bets you make, apologetic marketing reflects an apologetic story about your value, and revenue is feedback from the market, not a verdict on your worth. Fix the story and the numbers follow.
04/09/2021 · 6 min read
Training is foundational because an agency without a documented curriculum, leveled materials, scheduled practice, and skills refreshers for veterans is dependent on hiring people who already know the job. A real system has a curriculum, role-play practice, and the same calendar protection as client meetings.
04/09/2021 · 6 min read
David Carothers on business insurance: commercial clients are stickier, larger, and richer in cross-sell than personal lines; abundance-mindset community sharing builds reputation and refers more business than hoarding ever could; and genuine expertise means knowing your client's industry, not just holding a commercial license.
04/09/2021 · 5 min read
Four marketing channels move insurance agency revenue: paid digital leads worked inside 4 minutes, social proof content built over months, designed referral asks (not accidental), and retargeting traffic you've already paid for. Track every closed policy back to its source.
04/07/2021 · 7 min read
Starting an agency from scratch takes activity-over-outcome focus during lumpy early months, relationship investment in prospects who will not buy for years, and deliberate post-call debriefs that compress a 10-year learning curve into three. License training does not cover any of this. The reps do.
04/02/2021 · 6 min read
Agency owners set the bar too low because last-year-plus-10-percent feels responsible while requiring zero structural change. A real goal forces a new channel, new team structure, or new system, carries a non-financial why, and is announced to someone whose opinion you respect.
03/31/2021 · 6 min read
Brett Young's operational moves that drive scale are continuous behavioral hiring with role-creation for exceptional candidates, documented culture and onboarding instead of personality-driven contagion, and mapped workflows owned by department heads so the agency runs cleanly when the owner is not in the room.
03/29/2021 · 6 min read
Building a mega agency takes three moves: the identity shift from owner-as-producer to owner-as-builder, the structural jump from flat to layered with real authority delegated, and the willingness to make calculated expansion bets in staff, tech, and marketing before revenue fully covers them.
03/26/2021 · 6 min read
Agency owners take back control of their routine by building the calendar from their priorities outward, not from other people's requests inward. Block the strategic work first, defend it like a client meeting, and reschedule (never delete) anything that has to move. That is how you rule the week.
03/24/2021 · 6 min read
Every agency owner needs to hear this self-care argument because your judgment is the asset the agency runs on. Protected morning time, hard stop times, daily movement, and honest off-work conversations are not indulgence. They are the recovery that makes your hours at the desk productive.
03/22/2021 · 6 min read
Phillip Boyd's pipeline runs on a 5+ touch follow-up cadence rotating phone, email, text, and handwritten cards, scripts built on questions not pitches, and a tracked daily rejection budget. The systems that scale are documented, sequenced, and practiced past the mechanical phase.
03/19/2021 · 6 min read
Phillip Boyd fills his producer pipeline through scheduled, non-negotiable prospecting blocks, tracked contact-to-conversation-to-appointment math, and habit-building during good months. A thin pipeline is not a lead-source problem, it is a discipline problem. Out-disciplining the market is the fix.
03/17/2021 · 6 min read
Small daily changes build a dominant agency because micro improvements compound while big-move thinking burns out. Three more dials a day, one tighter follow-up step a week, one tracked metric improved by one percent: those moves stack into untouchable production while everyone else hunts the breakthrough.
03/15/2021 · 6 min read
Self-discovery shapes better agency owners by exposing the unexamined patterns (control, anxiety, defensiveness) that quietly leak into hiring, conflict, and culture. Owners who do the inner work hire for self-awareness, lead with less projection, and define winning past commission checks.
03/12/2021 · 14 min read
Run paid traffic for an agency on Facebook and Instagram first, allocate 60-30-10 across cold-warm-hot stages at $15-20/day minimum, track cost per acquired client (not per lead), review monthly not weekly, and only scale after 60 consecutive days of stable unit economics.
03/08/2021 · 6 min read
Most agency anxiety is a visibility problem. Run accountability across four domains, production (daily leading indicators, not just monthly close), activity (calls, follow-ups, asks), service (response time, first-contact resolution, errors), and owner (external coach or peer group). Knowing the numbers is what kills the anxiety.
