14 posts found
08/23/2024 · 5 min read
The outsource-vs-in-house debate for insurance telemarketing has a real answer — and it depends on factors most agency owners never think to measure. Here's the framework to make the right call.
07/05/2023 · 5 min read
Part 3 of the P&C sales system series: the specific lead tracking tool every agent needs and the differentiation approach that turns your agency into something prospects remember.
07/03/2023 · 5 min read
Part 2 of Jason Feltman's sales system: the specific metrics, scorecards, and tracking tools that allow agency owners to coach producers from data rather than gut feel.
01/04/2023 · 6 min read
Acquiring a P&C client is expensive. Keeping them and growing them is where the real money is. These 8 strategies will transform how long clients stay, how much they're worth, and how many others they send you.
12/21/2022 · 5 min read
Most P&C agents know lifetime value matters but don't know how to calculate it — or how to use the number to make better decisions. Here's the framework that changes how you spend, hire, and grow.
11/21/2022 · 5 min read
Running at partial capacity while chasing more leads is the trap that keeps P&C agencies small. Understanding capacity — and building to it deliberately — is what separates scaling agencies from stalled ones.
11/07/2022 · 5 min read
Talk time is the one metric most P&C agency owners track but few actually manage. Build a real accountability system around it and watch your team's production transform in 30 days.
10/26/2022 · 5 min read
Most insurance agency owners make their most important decisions on instinct. The ones outperforming the market are making those same decisions with data. Here's how to close that gap.
10/12/2022 · 5 min read
Most insurance agents chase new leads when the real money is hiding in the business they already wrote. Here's how to extract maximum revenue from your existing book and pay yourself more.
03/12/2021 · 8 min read
Part 2 of the Jordan West conversation gets operational — which platforms to use, how to allocate budget, what to measure, and when to scale versus when to pull back.
02/05/2021 · 6 min read
Jason breaks down why data isn't a technology problem — it's a decision-making problem. The agencies that scale are the ones that stop guessing and start knowing.
01/25/2021 · 6 min read
Flood insurance is the single most misunderstood coverage in P&C — and agents who don't know it are leaving money on the table and exposing clients to six-figure losses. Chris Greene, the Flood Insurance Guru, is back with the knowledge that changes that.
01/22/2021 · 6 min read
Product knowledge alone doesn't build agencies. The agents who grow consistently have mastered four specific knowledge domains — and most of your competitors have gaps in at least two of them.
02/13/2019 · 6 min read
You close deals. You write policies. You hustle. But when it comes to actually knowing your numbers — where your money goes, which lines are profitable — most agents are flying blind.