16 posts found
02/13/2026 · 6 min read
SageSure CEO Terrence McLean shares the operator-level truth about catastrophe insurance—where AI genuinely helps, where it's overhyped, and why agent trust-based distribution still wins in volatile markets.
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.
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.
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.
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.
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.
06/05/2025 · 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
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
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.
08/30/2024 · 5 min read
Craig's agency journey from 2008 to today is a masterclass in knowing which parts of insurance sales to automate and which parts to protect from automation. The hybrid model is where agency growth actually lives.
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.
01/01/2024 · 7 min read
Stacey Brown built InsurTech Hartford into a global network connecting carriers, startups, and investors. Her front-row view of insurance's technological transformation has direct implications for every agency owner paying attention.
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.
06/29/2022 · 5 min read
Part 2 with Stacey Giulianti: how to read shifting carrier appetites before they impact your book, navigate complex placements, and use market intelligence as a genuine growth lever.
06/27/2022 · 5 min read
Stacey Giulianti brings an inside-the-carrier perspective most agents never get. Part 1 reveals what insurers are really looking for — and how smart agents use that knowledge to grow faster.