Page 4 of 16 · 311 total
06/07/2023 · 5 min read
Agency owners know when to push and when to pivot by separating execution problems from structural problems. If better process, skill, or time would change the result, it's a dip. If the constraint is the market, carrier, or product itself, it's a cul-de-sac and the right move is to pivot.
06/05/2023 · 5 min read
The belief that keeps agency owners stuck: growth is about external inputs (more leads, better market, lower competition). The truth: growth is about internal capacity. Find your real constraint in the funnel, build leverage instead of volume, and invest in capacity slightly ahead of demand.
05/29/2023 · 5 min read
Agency success that costs your marriage, kids, or health is not success, it's a very expensive hobby. Real success means a business that funds your life without consuming it. Redefine winning before the bill comes due.
03/22/2023 · 5 min read
Victor Figueroa's decade-tested playbook: pick a niche and go deep, follow up until they buy on touch four or five, treat claims as the relationship-defining moment, hire people who don't need you, and align personal brand with agency brand. Fewer activities, higher intentionality.
03/20/2023 · 5 min read
Victor Figueroa is a 10-year insurance agency owner who grew up in working-class Anaheim, made hard early choices, and turned discipline forged from necessity into a thriving book. His edge is empathy, community roots, and showing up every day for a decade without negotiating with himself.
03/08/2023 · 5 min read
Sethe Smith's second-decade ownership strategies: shift from doing to enabling, build culture through consistent behavior not values statements, track retention as hard as new sales, upgrade your peer network to other owners and coaches, and treat personal health as a business strategy.
03/06/2023 · 5 min read
Sethe Smith's first five years in insurance came down to four tactics: build prospecting skills before referrals make them optional, get comfortable with uncomfortable conversations early, invest in deep product knowledge as a competitive moat, and find one mentor doing what you want and learn everything you can.
02/22/2023 · 5 min read
Jennifer Haring scales a values-driven insurance agency without dilution through five daily practices: storytelling that transmits values through specific client examples, enforced standards even when uncomfortable, regular client feedback reviews, slow values-aligned hiring, and an owner who holds herself to the same standards as the team.
02/20/2023 · 5 min read
Build client loyalty beyond the numbers with Jennifer Haring's heart-first playbook: empathy first in every hard renewal, plain-language explanations that assume nothing, claim moments treated as referral moments, and a team hired for values alignment, not just production potential.
02/08/2023 · 5 min read
Apply corporate insurance lessons to an independent shop with a daily scoreboard of activity metrics, a 20-minute weekly review ritual, a written client journey map from contact to renewal, recurring role-play practice, and a systematized referral ask built into peak satisfaction moments.
02/06/2023 · 5 min read
Geico taught Robert Junge four things he carried into his independent agency: structured discipline that operates regardless of motivation, regular coaching as fuel not criticism, treating every conversation as data, and management as a separately trained skill, not a reward for great sales.
01/11/2023 · 5 min read
Justin Farnsworth scales an insurance agency past $500K to $1M with visible team scoreboards, scripts that anchor every stage of the client journey, retention tracked as hard as new business, attitude-first hiring, and a continuous personal development habit outside insurance circles.
01/09/2023 · 5 min read
Build a million-dollar book from scratch with five fundamentals: belief work before scripts, a systematic referral process baked into onboarding and renewals, sub-5-minute speed to lead, lifetime-value-based prospect selection, and an internal culture that leaks out into every client interaction.
12/26/2022 · 5 min read
Build a better agency by going deep in one niche instead of broad across every product line. Segment your book by client type and product mix, find the concentration that drives the best margins and retention, and shift marketing and team development toward that lane gradually.
12/14/2022 · 5 min read
Raise your close rate this week by recording two calls, scoring three behaviors (trust-building before quoting, asking versus telling, silence management), installing specific replacements, and running one team roleplay weekly on difficult prospects.
12/12/2022 · 5 min read
Improve insurance sales calls and close more clients by killing four habits: premature quoting before trust is built, telling instead of asking, filler words that bleed credibility, and filling the silence after a closing question. Record ten calls and audit the first 60 seconds before changing anything else.
11/28/2022 · 10 min read
Build strategically by working on the business not just in it, applying second-order thinking to every decision, treating failure as diagnostic information, and competing on client experience instead of price. The best system beats the best salesperson every time.
11/16/2022 · 9 min read
Run a profitable insurance agency on five tactical practices: protect your highest-cognitive hours, run a 12-month touchpoint calendar with every client, make the first 90 days unforgettable, ask for referrals at moments of high satisfaction, and document every repeated process.
11/09/2022 · 5 min read
Agency culture comes down to three emotional states your team needs to feel every week: certainty about targets and rules, connection to each other and the owner, and contribution to work that matters. Build all three intentionally and the team performs without constant pushing.
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.
