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11/02/2022 · 5 min read
Toby Hedges runs every client through a 30-day welcome call, a 90-day check-in, and an annual review scheduled at inception. Every role has a written playbook. Call reviews happen weekly. Training continues for 90 days with structured milestones. These are ordinary fundamentals executed with extraordinary consistency.
10/31/2022 · 5 min read
Market size does not determine agency ceiling. Toby Hedges built a high-performing operation in Mississippi by applying the same fundamentals that work anywhere: defined roles, tracked metrics, a client experience built for referrals, and a culture that keeps producers from leaving. Geography is not the variable. Execution is.
10/26/2022 · 5 min read
Five numbers run a smarter agency: conversion rate by agent, retention by cohort, revenue per client, cost per issued policy by lead source, and agent production trend. Track them weekly, share them with the team as growth context, and act on what you see.
10/25/2022 · 5 min read
Most agents break under pressure because their systems and culture were built for current volume, not for stress. Pressure-proof agencies use written scripts, calm owner leadership, regular reviews, and healthy personal habits. Build the infrastructure before you need it, in both slow stretches and growth surges.
10/19/2022 · 6 min read
Zach Farris scales his agency with a five-minute daily huddle on three numbers, weekly conversion reviews by agent and lead source, a structured day-two-through-five follow-up system, and ruthless ROI tracking of cost per issued policy by source.
10/17/2022 · 5 min read
Zach Farris builds agency freedom fast by operating on a five-year horizon: hire before the revenue justifies it, build systems before volume demands them, and delegate the tasks you're best at. Speed is a choice, not a result of circumstance.
10/12/2022 · 5 min read
Give yourself a raise without writing new policies: run round-out calls on every single-policy household, raise retention 5 points (it compounds), proactively shop renewals before clients ask, and build a systematic referral program with a specific ask, timing, and incentive.
10/10/2022 · 5 min read
Most insurance agency owners stall because they identify as the best producer in the room instead of the builder of sales systems. Shifting to system-builder thinking, tracking team metrics instead of personal numbers, and treating discomfort as information are the unlocks that produce real owner freedom.
10/05/2022 · 5 min read
Garrett Wagner's insurance agency growth playbook is execution over everything: run the shop like a sports team not a family, buy lead quality before quantity, build a 30-60-90 onboarding system, protect peak hours for strategy, and treat retention as a revenue stream with scheduled touchpoints.
10/03/2022 · 5 min read
Scale a sustainable insurance agency by treating it as craft, not hustle: hire for character first and skill second, train producers to competence not to a calendar, and design every client relationship for a 10-year horizon. Quality over speed compounds into retention, referrals, and team stability.
09/28/2022 · 4 min read
Reviewing your team's recorded sales calls is the most underrated insurance agency growth activity. Thirty minutes a week catches script drift, surfaces systemic objections your training misses, captures the moves that actually work, and makes coaching credible because it cites specifics.
09/26/2022 · 5 min read
Lead mistake #4 is inconsistency: weeks where conversion hits 15% blended with weeks at 8% because response time slipped or follow-up was skipped. Document the process, run a daily checklist, audit weekly, and track conversion by week, not month.
09/21/2022 · 5 min read
Miguel's referral system uses three trigger moments with specific scripts and a one-tap forwarding path. His hiring filter screens for concrete income goals, and his structured 90-day onboarding cut producer ramp time. He would also build CRM and hire an operator earlier.
09/19/2022 · 5 min read
Miguel built a top-producing agency by testing the standard playbook instead of inheriting it. He ran lead-source experiments, invested in underwriter relationships, treated prospect education as a moat, and captured referrals at peak-satisfaction moments instead of renewal.
09/14/2022 · 5 min read
Three qualities separate high-performance agencies from ones that plateau: a documented accountability culture with daily leading indicators, a consistent training system (not one-time onboarding events), and alignment between marketing, sales, and service. Score your agency on each. Fix the lowest first.
09/12/2022 · 5 min read
Four internet lead mistakes destroy insurance agency ROI: no cost-per-issued-policy tracking by source, slow response times beyond 5 minutes, abandoning leads before 6 to 8 contact attempts, and treating all lead types as interchangeable. Fix these before spending another dollar on leads.
09/07/2022 · 5 min read
Steve Hovland's top producers share five habits: protected morning routines, personal financial goals tied to specific life outcomes, energy-based scheduling that puts top prospects on morning calls, genuine coachability with self-recorded calls, and a full life outside the agency. Frame habits as performance inputs, not wellness.
09/05/2022 · 5 min read
Steve Hovland built a high-producing agency by treating sleep, morning movement, daily gratitude, deliberate relationships, and real disconnection as performance inputs, not lifestyle luxuries. Protecting the inputs that produce his best days made his best days repeatable and his production durable.
08/31/2022 · 5 min read
Leads contacted within 5 minutes convert up to 100 times higher than leads called 30 minutes later. Most agencies run 30-plus minute response times and pay for fresh leads they're working stale. Fix it with real-time mobile notifications, defined coverage windows, and 2-minute escalation.
08/29/2022 · 4 min read
Build real insurance agency leverage with four levers: documented systems, producers trained to a written standard, a lead system that runs without you, and automation that reclaims hours every week. Owner-dependent agencies have a job. Leveraged agencies have a business.