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01/15/2025 · 7 min read
Risk Genius and Milo apply machine learning to insurance policy analysis and small business underwriting. Use AI for pattern recognition and document-heavy work, protect human time for trust, advocacy, and claim-time judgment. Agents who split work that way scale into underserved small business markets.
01/14/2025 · 4 min read
Chris Cheatham left law to build Risk Genius and Milo because insurance policies are pattern-recognition-heavy legal documents, exactly the work machine learning is built for. AI now reads policies, flags gaps, and makes small business insurance scalable. Agents who use the tools beat agents who treat them as threats.
12/25/2024 · 6 min read
Ramis Hakim's final expense playbook runs on three things: ultra-specialization down to a single demographic and benefit structure, core values that are behavioral standards not wall art, and a lead system tuned to the exact ideal-client profile.
12/19/2024 · 6 min read
Agents who sustain growth over 19 years share one thing: intrinsic motivation that survives bad markets, lost carriers, and hiring mistakes. The income-only operator burns out. Acquisitions are won or lost on relationship continuity, not financials. And client conversations during easy seasons are what keep books intact when premiums triple.
12/10/2024 · 4 min read
Becky Isbell built a 24-year insurance career around three constants: family first, deep peer-network investment, and a deliberately practiced positive mindset that directs attention to what's worth appreciating inside hard seasons. The agents who last build connection, not just conversion.
12/04/2024 · 6 min read
Self-awareness drives insurance sales success because most struggling agents fail on internal state, not product knowledge. Khashayar Fadaie reviewed his own sales conversations daily, found the gap between intention and behavior, and turned that feedback loop into the highest-leverage skill in his career.
11/19/2024 · 4 min read
Stephanie Riggins built a thriving agency starting during a pandemic with no insurance background. She credits her growth to three shifts: applying hospitality service instincts to client relationships, building referral systems that do not require in-person networking, and moving from producer thinking to owner thinking.
11/12/2024 · 4 min read
Nicholas Sakha balances family, health, and Las Vegas agency growth by treating physical conditioning and emotional groundedness as professional inputs, not personal luxuries. Energy in client conversations comes from sleep, training, and a stable home. Burnout production hits a ceiling much sooner than sustainable production.
10/17/2024 · 5 min read
Reignite passion in your insurance agency by redesigning your schedule: call three of your best clients with no agenda, delegate one draining task in 30 days, set a goal that scares you, change your physical workspace, and build one new thing inside the business each quarter.
10/14/2024 · 5 min read
Agent Elite gives founding members lifetime peer access, the Million Dollar Agency book, working live events focused on real producer and retention problems, and the lead checklist Craig and Jason used to scale. The fastest growth in P&C comes from agents who already solved the problem you are stuck on.
10/10/2024 · 5 min read
The six steps that unlock agency growth: establish a math baseline (cost per lead, conversion by producer, retention rate), identify process friction not people friction, build repeatable processes for every revenue activity, lead the team emotionally once the math is running, create weekly accountability rhythms, and protect the system.
07/26/2024 · 6 min read
Manage a remote insurance team by replacing implicit office accountability with explicit systems: hire only candidates who can articulate a personal productivity system, require daily CRM metric logging, run cameras-on team meetings, and schedule quarterly in-person gatherings.
06/04/2024 · 5 min read
Use ChatGPT to draft client emails, follow-up sequences, social content, FAQ scripts, training material, and objection brainstorms. Start with a problem you already have, build a saved library of proven prompts, and train your team. AI amplifies P&C expertise. It does not replace it.
05/09/2024 · 5 min read
Scale your agency by moving from operator to architect: hire to roles with defined KPIs, document your three highest-volume processes, run weekly standups to known numbers, and protect margin with intentional pricing. The behaviors that got you to $500K block you from $2M because you are the bottleneck.
02/23/2024 · 5 min read
Activity-based sales competitions transform agency performance when designed correctly: two-week duration, automatic tracking of dials or contacts, public leaderboard, calibrated prize. Reward inputs, not premium, so the whole team stays in the game until the last day.
02/07/2024 · 6 min read
Building an AI-resilient insurance agency means training emotional intelligence, structured curiosity, and recovery protocols on purpose. Kian Gohar's augmented agency model uses AI for preparation and documentation while agents handle every minute of live human interaction.
02/05/2024 · 5 min read
AI makes human skills more valuable in insurance because the work AI handles best is the work that never built client loyalty. Kian Gohar names problem-solving, emotional intelligence, and curiosity as the three capabilities that decide which agencies win the AI era.
01/24/2024 · 6 min read
Insurance agents build referrals by engineering identity into the client experience, holding brand discipline on partnerships and hires, and documenting processes before scale. Clients refer who they think you are, not what you sell. Authentic partnerships outperform celebrity endorsements every time.
01/22/2024 · 5 min read
Alejandro, Laura, and NFL legend Fred Taylor built the Mushroom Coffee Company by choosing an exact customer before any marketing, treating the celebrity partnership as a real mission stake, educating buyers into advocates, and documenting process discipline before launch. Insurance agencies use the same playbook.
01/10/2024 · 6 min read
Decide remote vs. in-office on four variables: per-producer performance data, the nature of the role, your management infrastructure (outcome metrics, weekly cadence, comms), and the career stage of the team. Ideology is not a framework.
