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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.
12/08/2021 · 5 min read
Hiring is the one decision in agency management that amplifies everything else — including mistakes. Craig covers the hiring framework that belongs in every 2022 agency plan, with specific attention to the mistakes that keep agencies understaffed or badly staffed.
10/14/2021 · 6 min read
Getting a great hire is only the beginning. Part 2 of the Dave Williams conversation covers what happens after the offer is accepted — the onboarding, training, and integration that determines whether your new hire becomes a high performer or a regret.
10/14/2021 · 6 min read
Part 1 laid out the philosophy behind Dave Williams's hiring circuit. Part 2 gets into the execution — the specific filters, interview techniques, and onboarding steps that turn a recruiting framework into a machine that consistently produces great hires.
10/13/2021 · 6 min read
Dave Williams has cracked a code that most agency owners struggle with their entire careers: how to build a consistent, repeatable hiring system that produces great team members instead of leaving the agency perpetually understaffed or stuck with the wrong people.
10/13/2021 · 6 min read
Dave Williams doesn't guess about hiring. He runs a circuit — a deliberate, repeatable system that finds the right people, filters the wrong ones fast, and turns promising candidates into producing agents. Part 1 breaks down the philosophy behind the circuit.
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.
09/24/2021 · 6 min read
The agency owners who build great teams share two characteristics: they have high hiring standards and they act on performance problems quickly. Most owners have the first or the second, rarely both.
09/17/2021 · 6 min read
If you've tried to hire in insurance recently, you already know. The candidates who look good on paper disappear after the offer. The ones who show up can't close. And the rare great hire has three other offers. Here's how to survive it.
08/28/2021 · 5 min read
Hiring is the one lever that changes everything in your agency — and most owners pull it wrong. Here's what a real hiring system looks like when you stop winging it.
08/28/2021 · 5 min read
You've heard it before, but the message is worth repeating: your agency will only grow as fast as you can build the team behind it. Here's a focused look at what it actually takes to get hiring right; keep getting it right.
07/29/2021 · 6 min read
Part 2 with Cassidy Arbeli gets into the mechanics — the actual systems, documentation practices, and role design that make real delegation possible in a real insurance agency.
07/28/2021 · 6 min read
Cassidy Arbeli has built a framework for getting things off the owner's plate and onto the right people — and the results for the agency owners she works with are profound.
04/09/2021 · 6 min read
Part 2 with Matt Dietz moves from the gritty scratch-build years into the growth phase — the specific decisions, personnel moves, and mindset shifts that took his agency from established to expanding.
04/09/2021 · 6 min read
Jason digs into the hiring and onboarding practices that create genuinely committed team members — not just competent employees — and why the first thirty days shape the next three years.
03/29/2021 · 6 min read
Brett Young has built the kind of agency most owners only talk about at conferences. In Part 1, Craig digs into the mindset shifts, structural decisions, and leadership moves that made it possible.
03/19/2021 · 6 min read
Phillip Boyd knows what it takes to keep a producer pipeline full — and it has less to do with luck or leads and more to do with the kind of disciplined hustle most agencies stop doing the moment things get comfortable.
02/03/2021 · 6 min read
Part 2 with David Seagraves goes deeper into the specific moves that keep a captive agency growing year over year — retention systems, team dynamics, and how to avoid the traps that stall most agents.
01/08/2021 · 6 min read
Hiring is the single highest-leverage activity an insurance agency owner can do — and most agents do it wrong, slowly, reactively, and without a system. That changes today.
12/09/2020 · 8 min read
Dan Herrenbruck closes out his $17 million agency story with the operational details: hiring systems, production infrastructure, compensation design, and the daily disciplines that compound a high-performing agency over time.