Page 31 of 34 · 680 total
03/16/2020 · 6 min read
Jack Wingate automates routine activity and protects his time using a Faith, Family, Friends, Entrepreneur priority stack. Automate anything that doesn't need a human judgment call, assign clear ownership to the rest, and block life priorities on the calendar before the business claims them.
03/13/2020 · 7 min read
Data-driven insurance marketing means using the information already sitting in your AMS for four levers: predictive targeting on life events, lookalike modeling from your best clients, retention intelligence that flags at-risk accounts before they cancel, and campaign optimization that compounds over time.
03/09/2020 · 6 min read
Troy Korsgaden's power positioning runs three levels: market clarity (a surgically narrow ideal client), value architecture (systematized differentiated services), and authority positioning (content, speaking, media). Lifts close rate, retention, and referrals because effort gets strategic leverage.
03/06/2020 · 6 min read
Peter Fournier's four lessons: show up before you feel ready, the sale happens in the follow-up (not the first call), your network compounds over decades, and ego kills growth. Apply all four consistently and the career produces results no shortcut can.
03/02/2020 · 6 min read
Win commercial insurance by replacing the pitch with questions about the business, running 90-day pre-renewal reviews, and scheduling annual coverage audits. Lead with expertise, not price. A $5K BOP can compound into a $50K multi-line account over 3 to 5 years when the agent operates as a partner.
02/28/2020 · 6 min read
Raghav Tanna built Tarmika, a commercial lines comparative rater, after years of manually entering the same data across multiple carrier portals as a producer. Agencies writing commercial lines without a comparative tool burn hours per quote and lose deals on speed alone.
02/24/2020 · 6 min read
Robby Burton modernized a 129-year-old agency by fixing operations before marketing, putting relationships ahead of technology, and protecting culture as a competitive moat. New tools serve the client relationship instead of replacing it, and every change gets filtered through the agency's identity.
02/21/2020 · 6 min read
Neal Tricarico's sales process framework prevents poor production by scripting critical moments, requiring daily practice, measuring inputs not just outcomes, and eliminating decision fatigue. Process beats talent because a documented system survives turnover and a star closer never can.
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 · 6 min read
Craig's three worst leadership mistakes: micromanaging instead of leading (his top producer quit), only giving feedback when things went wrong, and hiring fast then firing slow (one bad 8-month hire cost $40K+). Fix the ratio to 3:1 positive to corrective, define decision boundaries, act on poor fit inside 30 days.
02/07/2020 · 7 min read
Start with the operational pain, not the tool. Sort tech into two buckets: sell-more (CRM, lead management, digital marketing) and serve-better (client portals, automated renewals, text messaging). Spend 10x on training what you spend on the software. Measure adoption first, then results.
02/05/2020 · 6 min read
Three operational moves for P&C agents this year: reverse-engineer your income goal into a daily contact number you can hit before lunch, build a referral system with a trigger, a specific script, and CRM tracking, and time-block the first three hours of every day for revenue-generating activity only.
02/03/2020 · 7 min read
Rob Kulessa dominates Medicare sales by setting up inside Walmart stores where Medicare-eligible seniors already shop, showing up the same days and times every week, and using authentic high-energy personality to turn confused enrollees into lifelong clients. Specialists in a narrow lane outearn generalists every time.
01/31/2020 · 7 min read
PJ Lewis built an insurance agency from nothing by starting before he was ready: licensed at 18, file clerk by day, prospecting cold by night. The blueprint is internal locus of control, full-stack operational learning, and stabilizing yourself before scaling anything else.
01/29/2020 · 6 min read
Pick three to five daily revenue activities (calls first, handwritten notes, one piece of content, five-minute number review) and execute them every day. Thirty calls daily produces about 150 policies a year; the same calls in one sprint week per month produces 36. Consistency wins.
01/27/2020 · 7 min read
Cody Askins built four insurance companies and crossed $5M in sales by age 28 by treating growth as an investment, not a reward. He hired before revenue justified it, ran multi-company architecture instead of one agency, and removed decision fatigue from daily production.
01/24/2020 · 7 min read
Agency ownership in a catastrophe-prone market like Colorado requires deep local risk expertise, education-first selling, strategic carrier relationships, and real community presence. The compound effect of referrals, retention, and book equity kicks in around year four or five, but only for agents who keep going.
01/20/2020 · 7 min read
Bill Cline survived year one of agency ownership by accepting the valley (months 4-8) as a feature, banking 12 months of personal living expenses on top of business capital, outworking larger agencies on response time, and investing in community presence before digital spend. Track warm-market vs cold-market close rates separately.
01/17/2020 · 7 min read
Use a smartphone to record daily 45-second hook-value-CTA videos answering real client questions. Video builds trust faster than any other medium because prospects evaluate a person, not a claim. Nicholas Sakha's phone-camera content compounds into a 24/7 lead engine.
01/15/2020 · 6 min read
Three enemies stall most insurance agencies: complication (adding unnecessary steps as preparation), hesitation (waiting for 100 percent certainty instead of moving at 70 percent), and excusenation (treating conditions as reasons to surrender). Strip every project to version 1.0, set a 48-hour decision rule, find one agent winning anyway.