3 posts found
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.
12/16/2019 · 6 min read
Veteran agents navigate insurance industry change by filtering signal from noise: meet new consumer service expectations, position your agency as a retention partner to carriers, and rebuild your talent pipeline. The core value of expert risk advice does not change. The delivery mechanism does.
10/25/2019 · 6 min read
Patrick Bet-David built an insurance empire on three principles: full commitment with no backup plan, deliberate mentorship up and down, and content that compounds attention. Insurance agents can copy the framework without the refugee origin story.