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10/30/2020 · 6 min read
Operators are the agency's bottleneck. Owners build systems, playbooks, and teams so the business runs without them. Move from operator to owner with a weekly two-to-three-hour owner's block protected for system work, plus delegation to anyone willing to do tasks at 85 percent of your standard.
10/28/2020 · 6 min read
Five foundational marketing principles for insurance agencies: clarify identity through a one-week conversation audit, treat story as load-bearing infrastructure, recognize Netflix and Instagram as your real competition for attention, sustain consistency through systems not willpower, and run client experience as marketing.
10/26/2020 · 6 min read
Execute insurance marketing by capturing content from real client conversations, sending a monthly value-first email to your AMS list, building manual audiences for paid ads, and tracking only four numbers: cost per lead, lead-to-quote, quote-to-bind, and 12-month retention.
10/23/2020 · 6 min read
Five marketing moves work for independent insurance agencies: define a single-client avatar at high specificity, position on advisor value not price, run 5 to 12 follow-up touches, optimize a Google Business Profile 90 minutes a month, and build a referral architecture with a defined ask, reward, and tracker.
10/21/2020 · 8 min read
Build advanced cross-sell value with mortgage partners by working a five-year client arc: homeowners at purchase, life insurance planted in year one, auto cross-sell at setup, umbrella by year two, full coverage review by year three, and referral generation by years four and five.
10/19/2020 · 7 min read
Cross-sell mortgage and insurance by building one or two intentional partnerships with relationship-oriented mortgage pros. Frame the offer around a coordinated client experience, document handoff timing at pre-approval, and review the partnership on client experience, not referral scorekeeping.
10/16/2020 · 6 min read
Build owner freedom with four frameworks: a documented client journey, a decision matrix that names who can decide what, a weekly operating rhythm, and a quarterly freedom checkpoint. Stop being the bottleneck for the 70% of daily decisions that don't actually need you.
10/14/2020 · 7 min read
Four disruptive tactics insurance agents can run this month: the proactive vulnerability call (no pitch), the honest coverage gap conversation, the wellbeing-framed referral ask, and the annual story-update meeting. Pick one, run it for 30 days, then add the next.
10/12/2020 · 6 min read
Greg Offner's disruption framework for insurance agents: stop running a script (presenting) and start running a real-time conversation (performing). Lead acquisition, onboarding, and retention with the client's actual worry, not the product. Connection precedes transaction.
10/09/2020 · 6 min read
Every insurance agent has one asset no competitor can duplicate: their specific background, experiences, perspective, and communication voice. Agents who build on that identity compete in a category of one. Agents who hide it behind generic branding surrender the only advantage that cannot be commoditized.
10/07/2020 · 6 min read
Nicholas Ayers' updated YouTube ad playbook for insurance agents: custom intent audiences targeting recent searchers, shorter creative built on hook-problem-offer, layered local geo targeting, and retargeting people who already visited your site at a fraction of cold cost.
10/05/2020 · 6 min read
Practiced consistently, gratitude becomes a performance system: name three specific things every morning before opening email, track weekly wins to counter the scarcity narrative, deliver specific recognition to your team, and identify one win at end of day. Scarcity thinking produces short-cycle decisions. Grounded operators make better long-term ones.
10/02/2020 · 6 min read
Manage agency pressure with four moves: name what you're carrying out loud (isolation amplifies stress), triage to what's actually in your control today, protect one recovery block daily that doesn't move, and join a peer group where honest answers are welcome.
09/30/2020 · 6 min read
Run an insurance agency without trading away your family by setting non-negotiable hard stops on work, building systems so the agency runs without you, and having a specific schedule conversation with your spouse and kids. Integration is the goal. Balance is a myth that pretends everything gets equal weight.
09/28/2020 · 6 min read
At episode 205, Jason Feltman names the principle that runs through every Insurance Dudes conversation: full ownership of your agency's results. Not market blame, not carrier blame. The lever is in your hands. Celebrate the team, take the responsibility, keep building.
09/25/2020 · 6 min read
Four negative patterns quietly kill agency growth: victim thinking about the market, comparison to the wrong benchmarks, procrastinating on the conversation you are avoiding, and treating activity as achievement. Audit your own patterns and replace the most expensive one first.
09/23/2020 · 6 min read
Tommy Breedlove walked away from a high-finance career, rebuilt his identity, and became a bestselling author. Real comeback starts with clarity about what you want, identity change as the lever, and community to keep you out of the old patterns.
09/21/2020 · 6 min read
The single self-inquiry question that unlocks agency growth: what would I have to believe to get this result? Run it forward on your goals and backward on your current results. The gap between what you say you believe and what your actions show is where your growth is stuck.
09/18/2020 · 6 min read
Action-orientation, doing the specific work that moves the needle, is the single trait most predictive of agency growth. Build it by tightening decision speed, shortening the gap between decision and motion, and tracking completed outputs instead of daily intentions.
09/16/2020 · 6 min read
Mitch Dunford built online insurance distribution in the late 1990s before aggregators, comparison engines, or digital lead playbooks existed. His pioneer-era lessons still drive agency results: trust is the primary conversion variable, lead quality beats lead volume, and technology reshapes the agent role instead of erasing it.