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08/31/2022 · 5 min read
Speed-to-lead is one of the most documented variables in insurance sales conversion — and most agencies are getting it catastrophically wrong. Here's what the data says and what to do about it.
08/17/2022 · 4 min read
Most insurance agents are burning lead dollars on the same avoidable mistake — and they don't know it because the results look normal until you see what's possible with a cleaner system.
07/20/2022 · 5 min read
Agencies that lead with marketing build a compounding advantage over agencies that lead with cold outreach. Here's what the shift looks like and why it changes your cost-per-acquisition permanently.
07/04/2022 · 5 min read
Agents who blame their leads for low production almost always have an activity problem. Here's the math that proves it — and the discipline framework that fixes it.
04/25/2022 · 5 min read
Most agents treat lead calling like a lottery. The ones who build real agencies treat it like a system. Here's the difference between dialing and actually converting.
03/23/2022 · 5 min read
The principles were Part 1. Part 2 gets into the specific tactics Keith Zabrocki uses to generate leads, retain clients, manage his team, and sustain the growth trajectory that's made his agency one worth learning from.
03/14/2022 · 5 min read
The marketing budget question haunts most insurance agency owners. Too little and you starve growth. Too much and you destroy profitability. This SOLO Playbook episode builds the framework for answering the question with math instead of guesswork.
01/12/2022 · 6 min read
Part 1 covered mindset and foundations. In Part 2, Justin Brock gets tactical — the lead systems, performance tracking, and hard decisions that separate agencies that scale from agencies that stall.
12/20/2021 · 5 min read
Trudy Padilla has worked at the intersection of real estate and insurance long enough to know exactly what each side gets wrong about the other — and exactly how to build partnerships that serve clients better than either industry does alone.
12/17/2021 · 5 min read
Marketing for insurance agencies doesn't mean doing everything — it means doing a few things well and consistently. Craig breaks down the 2022 marketing framework, from channel selection to budget discipline to the metrics that tell you what's working.
11/17/2021 · 5 min read
Real estate agents and insurance agents are serving the same clients at the most financially significant moment of their lives. Ricky explains why the crossover is more natural than most agents realize — and how to build it intentionally.
11/10/2021 · 5 min read
The mortgage guy has your future clients sitting across the desk before you ever know they exist. Matt breaks down why lender relationships are one of the most underutilized growth levers in independent insurance.
11/04/2021 · 6 min read
You did the keyword research. Now what? Part 2 of the Perry Olson conversation covers the content creation strategy that turns keywords into website pages, blog posts, and landing pages that show up in search results and bring in leads without a paid advertising budget behind them.
11/04/2021 · 6 min read
Part 1 established the keyword strategy. Part 2 is where Perry Olson explains how to turn that research into content that actually ranks, attracts the right prospects, and converts them into conversations — completing the marketing sanctuary framework.
11/03/2021 · 6 min read
Most insurance agencies have a website. Very few have a digital presence that actually generates inbound leads without paid advertising. Perry Olson explains what separates a website that sits there from one that works — starting with the keywords that connect your agency to the clients already searching for you.
07/12/2021 · 5 min read
The agency owners who are dominating their markets aren't the ones spending the least to acquire new clients. They're the ones who have done the math on what a client is actually worth over their lifetime — and then invested accordingly. Customer acquisition cost strategy is the game most agencies don't even know they're playing.
07/08/2021 · 7 min read
Part 1 covered the three variables that determine lead performance: source quality, speed-to-contact, and follow-up persistence. Part 2 is where Bill Rice gets into the messaging, creative, and pipeline mechanics that determine whether your leads respond and your pipeline converts.
07/07/2021 · 5 min read
Bill Rice has spent years building lead generation systems for some of the most competitive industries on the internet. Insurance is near the top of that list. His framework for how agencies should think about acquiring, qualifying, and converting leads is one of the clearest in the business.
06/24/2021 · 6 min read
Part 1 established why the real estate ecosystem is the most valuable, underutilized referral channel for insurance agents. Part 2 is about execution — how you actually build relationships with real estate professionals that produce consistent, high-quality referrals over the long term.
06/23/2021 · 6 min read
The most successful insurance agencies aren't just selling insurance. They're embedded in ecosystems — real estate, mortgage, financial planning — where they become the natural next call whenever a major financial decision gets made. Jas Takhar knows exactly how that ecosystem works, and he's mapping it out for insurance agents.