The operational backbone — service workflows, renewals, endorsements, billing, compliance, and the daily work that keeps clients and carriers happy.
33 episodes from Craig Pretzinger & Jason Feltman, hosts of The Insurance Dudes Podcast
03/16/2022 · 5 min read
Hiring too early bleeds cash. Hiring too late costs growth. Finding the right moment to add staff is one of the most consequential timing decisions an insurance agency owner makes. This SOLO Playbook episode is the decision framework.
01/03/2022 · 5 min read
Most agency meetings are a costly ritual that produces little. Jason's meeting playbook turns this around — covering the formats, frequencies, and facilitation habits that make team meetings one of the most productive tools in an agency's operational toolkit.
10/28/2021 · 6 min read
Part 1 exposed the gap between satisfied clients and loyal ones. Part 2 with Eric Spring is about closing it — the specific design choices, communication touchpoints, and service standards that convert a client who's fine with your agency into one who brags about you.
10/27/2021 · 5 min read
Satisfaction scores are everywhere in the insurance industry. Most agencies either ignore them or celebrate them without really understanding what they're measuring. Eric Spring brings a more rigorous perspective — what satisfaction metrics actually tell you, where they mislead you, and how to use them to build something durable.
10/25/2021 · 6 min read
The phrase 'inspect what you expect' sounds like a management cliché until you're staring down an E&O claim that could have been prevented by a fifteen-minute review process. Quality control in an insurance agency isn't optional overhead — it's the most important risk management your agency will ever do.
10/16/2021 · 5 min read
Stephanie Hamilton built a mega agency and the lessons from how she did it are not reserved for people with her specific advantages. They're frameworks that any serious agency owner can apply — starting with how she thinks about scale, team, and the owner's evolving role.
10/14/2021 · 6 min read
Part 1 laid out the philosophy behind Dave Williams's hiring circuit. Part 2 gets into the execution — the specific filters, interview techniques, and onboarding steps that turn a recruiting framework into a machine that consistently produces great hires.
10/07/2021 · 6 min read
Part 1 set the table. Now Kirk Baker and Craig get into the real mechanics of task delegation — who to delegate to, what to never hand off, and how to build the oversight layer that keeps quality high without putting everything back on your plate.
10/06/2021 · 6 min read
Task delegation sounds simple until you're the one who built the agency from scratch. Kirk Baker is back, and this time the conversation goes deep on what it actually takes to hand off work without watching everything fall apart.
09/24/2021 · 6 min read
The agency owners who build great teams share two characteristics: they have high hiring standards and they act on performance problems quickly. Most owners have the first or the second, rarely both.
09/20/2021 · 6 min read
You built momentum. Things were working. And then, gradually, almost without noticing, you started sliding backward. The backslide in agency growth is real, it's common, and it's preventable — but only if you see it coming.
09/20/2021 · 6 min read
Growth isn't a straight line, and every agency owner eventually faces the moment when what was working stops working and the numbers start heading in the wrong direction. Here's how to see it coming and reverse it before it becomes a crisis.
09/17/2021 · 6 min read
If you've tried to hire in insurance recently, you already know. The candidates who look good on paper disappear after the offer. The ones who show up can't close. And the rare great hire has three other offers. Here's how to survive it.
09/06/2021 · 5 min read
Not every episode needs an hour of context-setting. Sometimes the most useful thing is two clear action items you can execute before the day is over. This is that episode.
09/02/2021 · 6 min read
Insurance policy documents are dense, inconsistent, and often incomprehensible to the people who need them most. Chris Cheatham built RiskGenius to change that — and what he's doing has major implications for every agent in the market.
08/28/2021 · 5 min read
Hiring is the one lever that changes everything in your agency — and most owners pull it wrong. Here's what a real hiring system looks like when you stop winging it.
08/28/2021 · 5 min read
You've heard it before, but the message is worth repeating: your agency will only grow as fast as you can build the team behind it. Here's a focused look at what it actually takes to get hiring right; keep getting it right.
08/09/2021 · 5 min read
If your team can't make a move without asking you first, you haven't built a business — you've built a dependency. Being the answer to every question in your agency feels productive until you realize it's the thing most limiting your growth.
08/05/2021 · 5 min read
Part 2 with Landon gets into the specific conversations, system configurations, and process designs that turn billing from a source of friction into a retention engine.
08/04/2021 · 5 min read
Billing isn't the glamorous part of running an insurance agency. It's also one of the most direct paths to improving cash flow, retention, and client satisfaction that most agencies have never fully optimized.