13 posts found
12/03/2021 · 5 min read
Train sales process through deliberate practice, then verify execution with live call observation, recorded conversations, and documented discovery notes. Give specific feedback tied to specific moments. Run monthly role-plays and quarterly call reviews. Process decays in three to six months without reinforcement.
05/28/2021 · 5 min read
Real coaching starts with the agent's self-assessment, moves into exploration questions instead of prescriptions, and ends with the agent naming the specific change they will make and why. Anything else is management, performance review, or cheerleading dressed up in coaching language.
04/28/2021 · 10 min read
Three high-leverage moves compound a sales career: study a producer two levels above you, hire a coach who tells you what you don't want to hear, and commit to the 1% improvement practice (one specific thing better every month). Skills are the highest-return investment most agents never make.
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.
09/02/2020 · 7 min read
Leadership is a responsibility agency owners accept the moment they hire. Kris Plachy teaches four practices: written, specific expectations, performance conversations separated from the relationship, coaching toward the answer instead of giving it, and the clean transition when coaching has run its course.
08/12/2020 · 7 min read
Frame of Mind Coaching rewires leaders at the belief level, not the behavior level. Kim Ades uses a structured journaling diagnostic to find the thinking that produces stuck results, then deliberately installs a new frame. Skills change nothing if the underlying beliefs still cap the ceiling.
07/10/2020 · 6 min read
A coaching culture creates team cohesion through regular developmental one-on-ones, structured skills practice on real client scenarios, specific timely feedback, and peer coaching. The owner gets coached first. Cohesive teams retain clients better, refer more, and keep top producers longer.
07/08/2020 · 6 min read
Randy Thompson runs his captive agency with a coach's operating system: develop people, not just train them; treat clients as diagnostic conversations, not pitches; and break production plateaus by addressing the mindset ceiling, not the market.
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.
12/13/2019 · 6 min read
Every P&C sales producer fights three problems: inconsistent lead flow, confidence erosion during slumps, and isolation on the sales floor. Fix lead supply, install a process that survives bad days, and build real team rituals. These are systems problems with systems fixes.
12/04/2019 · 6 min read
The Insurance Dudes Inner Circle is a paid coaching program for serious P&C agency owners built around three pieces: direct coaching access for tailored guidance, peer accountability with operators in motion, and proven frameworks tested in real agencies with assigned implementation timelines.
11/22/2019 · 6 min read
Daily 15-minute structured roleplay builds three layers: scripted (word-for-word for top 10 objections), adaptive (prospect goes off-script), and pressure (owner plays a sophisticated buyer trying to win). Agencies that run it see close rates climb and discounting drop within 30 days. Five minutes daily beats two hours monthly.
07/23/2019 · 6 min read
Neal Tricarico's sales mastery framework, learned with Tony Robbins and proven at the Chopra Center, built a $2M insurance book on five practices: manage your state before every call, run strategic empathy, use precision language, reframe objections through curiosity, and treat mastery as daily practice.
