21 posts found
02/14/2022 · 5 min read
Hiring is one of the most painful and consequential things an insurance agency owner does. This SOLO Playbook episode is a practical guide to hiring better — fewer mistakes, faster decisions, and a higher rate of building a team that actually performs.
02/09/2022 · 5 min read
Part 1 set the stage. Part 2 is where Jason Killings gets into the specific mechanics — the systems, metrics, and operational decisions that produce massive insurance production in the Florida market.
11/08/2021 · 7 min read
Urgency is one of the most misunderstood forces in agency management. Most agents either manufacture it artificially — creating pressure that clients resent — or fail to create it at all, leaving deals and decisions in endless limbo. This episode is about building real urgency that serves clients and moves agencies forward.
10/30/2021 · 6 min read
Laura Harris figured out that the path to agency freedom runs directly through the processes most agency owners resist building. Surrendering to the discipline of documented systems isn't giving up control — it's the only way to actually have it.
10/27/2021 · 6 min read
Most insurance agencies have a general sense of whether their clients are happy. Very few actually measure it. Eric Spring makes the case for why the Net Promoter Score is one of the most important metrics an agency can track — and what to do with the data once you have it.
10/25/2021 · 5 min read
The phrase 'inspect what you expect' sounds like a management cliche — but in an insurance agency context, it's a risk management imperative. The gap between what you expect from your team and what you inspect for is where E&O claims and client complaints are born.
10/11/2021 · 6 min read
The word 'script' makes a lot of insurance agents uncomfortable — it sounds robotic, inauthentic, like the opposite of the relationship-based selling they believe in. But the resistance to scripts is costing agencies sales, consistency, and control over the client experience.
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.
10/07/2021 · 6 min read
Part 2 of the Kirk Baker conversation goes beyond the framework and into execution — how to make delegation actually stick, what to do when it breaks down, and how to build a team that doesn't need the owner's fingerprints on every client interaction.
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.
10/04/2021 · 6 min read
OKRs — Objectives and Key Results — are the goal-setting framework behind some of the fastest-growing companies in the world. Here's how to apply them to your insurance agency in a way that actually drives results rather than creating more paperwork.
09/27/2021 · 6 min read
Managing a team in an insurance agency is its own discipline — one that most agency owners learn on the job, usually through expensive mistakes. These seven simple principles shorten that learning curve.
09/06/2021 · 5 min read
Sometimes you don't need a comprehensive strategy. You need two things you can do this week that will produce a measurable result. Here are the ones that actually matter.
05/20/2020 · 7 min read
Agency owners don't have a production problem. They have a time problem. Jason breaks down why taking time to organize your time is the highest-leverage move in your business — and why most owners refuse to do it.
05/06/2020 · 6 min read
Compliance isn't paperwork. It's the foundation your agency either stands on or collapses under. Craig breaks down the science of staying clean in an industry where a single violation can end your career.
03/11/2020 · 6 min read
You hired great people. So why isn't your agency performing? The answer might not be who you hired — it's where you put them. Matching talent to the right role is the leadership skill that separates growing agencies from stuck ones.
02/26/2020 · 6 min read
Your sales pipeline gets all the attention. Meanwhile, your hiring pipeline is a dried-up riverbed, and that's the real reason your agency can't scale.
11/15/2019 · 7 min read
Laura Harris built her insurance agency on process, not personality. Her proven service framework turns chaotic operations into a repeatable machine that delivers consistent results and frees the owner from being the bottleneck.
10/09/2019 · 6 min read
You hired people so you could stop doing everything yourself. So why are you still doing everything yourself? The difference between teaching and doing is the difference between scaling and stalling.
10/04/2019 · 6 min read
The cringe you feel writing a check to an attorney is nothing compared to the tears you'll shed when a legal challenge blindsides your agency. Liz Pifko breaks down proactive legal protection.
10/02/2019 · 6 min read
Every insurance agent has a confession about their operations. The automation they never set up. The follow-up system that's really just sticky notes. Time to get honest about what's not working.