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04/19/2019 · 6 min read
Scale a life insurance team by extracting Tyler Jack Harris's principles from his 8,000-policy run: non-negotiable activity standards, standardized presentations before any personalization, same-day administrative discipline, and morning check-ins with weekly number reviews. Lead through systems, not personality.
03/24/2019 · 5 min read
Preston Schmidli left captive for independent only after he built a digital marketing engine, carrier relationships, and operating capital first. Independent freedom without systems is chaos. Timing beats courage. Diversify lead sources before any captive-versus-independent decision is even on the table.
03/14/2019 · 5 min read
Insurance agency comp plans work when they pair a livable but uncomfortable base with tiered commissions, 60-90 day activity ramps, retention bonuses at 6 and 12 months, and public scorecards. All carrot breeds coasters. All stick breeds turnover. Hybrid wins.
02/06/2019 · 5 min read
Trademark your agency name with the USPTO, write a privacy policy that matches your actual data practices, and have an attorney review every producer and vendor contract older than three years. A few hundred dollars upfront prevents five-figure problems later.