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05/02/2022 · 5 min read
Jay Franklin doesn't do passive. His approach to building an insurance agency is deliberate, aggressive, and grounded in a philosophy that most agents talk about but few actually live.
04/20/2022 · 5 min read
In Part 2, Chris Marok gets specific — the referral systems, the daily disciplines, and the mindset reframes that took his Alaskan agency from survival mode to genuine scale.
04/18/2022 · 5 min read
Chris Marok built a serious insurance agency in Alaska — where the population is sparse, the winters brutal, and the excuses for not producing are endless. He chose a different path.
04/06/2022 · 5 min read
Chad Kish returns to go deeper on what it actually takes to maintain constant premium production month after month without burning out or losing momentum.
03/28/2022 · 5 min read
The identity crisis is real: are you a salesperson who owns a business, or a business owner who sells? The answer to that question shapes every major decision you make. This SOLO Playbook episode is about getting clarity on who you are and what that means for how you run your agency.
01/24/2022 · 5 min read
Mike Monaghan is the kind of insurance professional who redefines what's possible in this business. Part 1 digs into the habits, decisions, and work ethic that built one of the more impressive production stories in the industry.
01/05/2022 · 5 min read
Goal setting in January is easy. Having goals that still mean something in July is the hard part. Craig's goal-setting playbook covers the structure, specificity, and accountability systems that turn resolutions into results.
12/29/2021 · 5 min read
Jason takes a hard look at 2021 — the wins, the misses, the surprises, and the lessons that are actually going to change how 2022 is approached. This isn't a highlight reel. It's an honest autopsy.
12/27/2021 · 5 min read
The first step in the 2022 Six Step Success framework isn't a tactic — it's the mental and strategic foundation that determines whether all the other steps work. Craig makes the case for why starting here, instead of diving straight into tactics, is the move that actually produces different results.
11/15/2021 · 5 min read
Agents who know exactly why they're building their agency make better decisions under pressure, stay consistent longer, and recover faster from setbacks. Craig unpacks why purpose isn't a soft topic — it's a business fundamental.
11/05/2021 · 6 min read
Jason walked into a situation he did not expect, based entirely on an assumption that turned out to be wrong. The story is funny. The lesson for agency owners is not — or at least not only. Skipping the briefing, assuming shared context, and failing to verify your understanding creates problems whether you're at a bath house or managing a client.
11/01/2021 · 6 min read
People buy insurance from agents they like. This is not a soft observation — it's a hard business reality with measurable impact on close rates, retention, and referrals. The question is whether likeability is something you have or something you build.
10/30/2021 · 5 min read
Laura Harris's conversation about surrendering the need to control everything, redefining what winning looks like, and building processes as the actual engine of agency success deserves a second listen. This recast surfaces what the original conversation made possible for the agencies that actually applied it.
10/29/2021 · 5 min read
The old saying is that the best defense is a good offense. Most insurance agencies run the opposite playbook — reacting to threats rather than creating advantages. This episode makes the case for flipping that equation before the market forces you to.
10/22/2021 · 5 min read
Wins, losses, and draws. Every agency has all three, but most agency owners keep score selectively — emphasizing wins, minimizing losses, and ignoring draws. The agency owners who grow consistently are the ones who score honestly and use the full picture to improve.
10/22/2021 · 6 min read
Not every agency owner is winning. Not every one is losing. Many are drawing — stuck in a middle state where things are functional but not thriving, sustainable but not growing. This self-assessment episode asks the questions most people avoid because the honest answers are uncomfortable.
10/21/2021 · 6 min read
Knowing you have cognitive biases doesn't fix them. Part 2 of the Gleb Tsipursky conversation gets into the specific techniques that actually work — the pre-mortem, structured disagreement, and the information audit — applied directly to insurance agency decisions.
10/20/2021 · 5 min read
Dr. Gleb Tsipursky has spent his career studying how smart people make bad decisions — and the mechanisms behind those failures apply directly to the judgment calls insurance agency owners make every day. Part 1 covers the cognitive biases most likely to show up in your agency.
10/18/2021 · 5 min read
Every insurance agency owner operates in one of four modes at any given time: manifesting, thriving, surviving, or prevailing through adversity. Understanding which mode you're in and what it takes to shift changes how you approach every decision in your business.
10/18/2021 · 5 min read
Manifestation gets dismissed in business circles because it's been hijacked by vision boards and affirmations that never connect to action. But the real version — the operational one — is one of the most effective mental frameworks for sustaining performance through the long cycles of agency ownership.