Page 5 of 16 · 310 total
10/25/2022 · 5 min read
Most agents break under pressure because their systems and culture were built for current volume, not for stress. Pressure-proof agencies use written scripts, calm owner leadership, regular reviews, and healthy personal habits. Build the infrastructure before you need it, in both slow stretches and growth surges.
10/19/2022 · 6 min read
Zach Farris scales his agency with a five-minute daily huddle on three numbers, weekly conversion reviews by agent and lead source, a structured day-two-through-five follow-up system, and ruthless ROI tracking of cost per issued policy by source.
10/17/2022 · 5 min read
Zach Farris builds agency freedom fast by operating on a five-year horizon: hire before the revenue justifies it, build systems before volume demands them, and delegate the tasks you're best at. Speed is a choice, not a result of circumstance.
10/10/2022 · 5 min read
Most insurance agency owners stall because they identify as the best producer in the room instead of the builder of sales systems. Shifting to system-builder thinking, tracking team metrics instead of personal numbers, and treating discomfort as information are the unlocks that produce real owner freedom.
10/05/2022 · 5 min read
Garrett Wagner's insurance agency growth playbook is execution over everything: run the shop like a sports team not a family, buy lead quality before quantity, build a 30-60-90 onboarding system, protect peak hours for strategy, and treat retention as a revenue stream with scheduled touchpoints.
10/03/2022 · 5 min read
Scale a sustainable insurance agency by treating it as craft, not hustle: hire for character first and skill second, train producers to competence not to a calendar, and design every client relationship for a 10-year horizon. Quality over speed compounds into retention, referrals, and team stability.
09/21/2022 · 5 min read
Miguel's referral system uses three trigger moments with specific scripts and a one-tap forwarding path. His hiring filter screens for concrete income goals, and his structured 90-day onboarding cut producer ramp time. He would also build CRM and hire an operator earlier.
09/19/2022 · 5 min read
Miguel built a top-producing agency by testing the standard playbook instead of inheriting it. He ran lead-source experiments, invested in underwriter relationships, treated prospect education as a moat, and captured referrals at peak-satisfaction moments instead of renewal.
09/07/2022 · 5 min read
Steve Hovland's top producers share five habits: protected morning routines, personal financial goals tied to specific life outcomes, energy-based scheduling that puts top prospects on morning calls, genuine coachability with self-recorded calls, and a full life outside the agency. Frame habits as performance inputs, not wellness.
09/05/2022 · 5 min read
Steve Hovland built a high-producing agency by treating sleep, morning movement, daily gratitude, deliberate relationships, and real disconnection as performance inputs, not lifestyle luxuries. Protecting the inputs that produce his best days made his best days repeatable and his production durable.
08/24/2022 · 5 min read
Break the P&C growth ceiling by hiring a dedicated account manager before the retention math says you can, segmenting service by book type (commercial separate from personal), paying producer overrides on renewals so they protect retention, and running quarterly business reviews on commercial accounts. Service first, growth second.
08/22/2022 · 5 min read
Scale a P&C agency from scratch by building service capacity before the book demands it, going deep with fewer carriers instead of writing every appointment, measuring issued policies and average premium instead of quote count, and niching aggressively. Sheppard Bowen's first hire set the standard for every later hire.
08/10/2022 · 5 min read
Manage team energy through rejection by normalizing the call ratio up front, celebrating activity not just outcomes, building mid-day recovery rituals between calling blocks, naming hard days out loud, and using peer accountability. Resilience is environment design, not willpower.
08/08/2022 · 4 min read
Pamela De La Cruz grew her agency by treating personal energy as a business asset. She tracked her morning energy against team production, locked in a non-negotiable morning protocol, removed depleting tasks from her plate, and built energy awareness into her one-on-ones with producers.
07/27/2022 · 4 min read
When the numbers go hard, Bryan Taylor protects culture by separating market conditions from performance failures, handling underperformer conversations quickly and privately ("here's what I'm seeing in your activity data"), keeping the win-of-the-week ritual alive, and narrating his own resilience out loud so the team learns the move.
07/25/2022 · 4 min read
Bryan Taylor runs deliberate positivity as agency infrastructure, not personality. He audits meeting tone, runs specific recognition (Sarah handled X exactly right) instead of generic praise, and refuses fear-based management. Result: lower producer turnover, higher engagement, and a client experience that produces referrals organically.
07/13/2022 · 5 min read
Eric Mangano's follow-up system: first-touch within 5 minutes of lead, touches 2-3 spaced 24-48 hours apart with different mediums, scarcity-and-specificity scripts by touch 5-6, mandatory CRM logging, weekly role-play, live call listening as a manager KPI, and team recognition for breakthrough calls.
07/11/2022 · 4 min read
Build a high-volume phone sales operation that converts by treating dial volume as the controllable variable and follow-up as the place deals actually close. Eric Mangano sets daily dial targets above 80 per producer, manages energy, and runs visible scoreboards so phone work feels like winning.
06/01/2022 · 5 min read
Christine Angles' strategy stack: niche deep instead of broad, convert renewal into a real conversation instead of a transaction, build a team of complementary strengths, treat every setback as diagnostic data, and have hard conversations early. Every day a hard conversation is delayed makes it worse.
05/30/2022 · 5 min read
Christine Angles' four mindset shifts: replace hope with a scientist's experiment mindset, redirect performance anxiety into process commitment, compete against your own previous best instead of peers, and claim the next-level identity before the results justify it.
