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07/29/2021 · 6 min read
Part 2 with Cassidy Arbeli gets into the mechanics — the actual systems, documentation practices, and role design that make real delegation possible in a real insurance agency.
07/28/2021 · 6 min read
Cassidy Arbeli has built a framework for getting things off the owner's plate and onto the right people — and the results for the agency owners she works with are profound.
03/31/2021 · 6 min read
Part 2 with Brett Young gets into the operational specifics — the hiring frameworks, culture mechanics, and systems decisions that turn a growing agency into a machine that scales without the owner in every room.
12/04/2020 · 7 min read
Most insurance agency meetings accomplish nothing. They run long, cover the wrong things, and leave people less motivated than when they walked in. Here's how to fix that — with a meeting structure designed to drive production, not just fill time.
08/28/2020 · 6 min read
Agency owners love to talk about advanced strategies while their fundamentals are broken. Craig Pretzinger is done being polite about it. Miss these basics and no strategy in the world will save you.
08/26/2020 · 6 min read
Andy and Ryan Mathisen are back on The Insurance Dudes. GloveBox is growing fast and the lessons they're learning about scaling a product built specifically for independent agents are ones every agency owner needs to hear.
07/10/2020 · 6 min read
Coaching isn't just for struggling performers. Jason makes the case that a coaching culture is the single most underutilized advantage in the insurance agency space — and breaks down what it actually looks like in practice.
07/06/2020 · 7 min read
A vision that lives only in the owner's head isn't a vision — it's a private aspiration. Jason breaks down what it takes to unify your team around a shared mission and build a culture where staff buy-in is real, not performed.
06/29/2020 · 6 min read
Laura Harris has been running her Allstate agency in Corpus Christi for over 25 years with her family by her side. On her third appearance with the Insurance Dudes, she gets into the systems, the relationships, and the hard-won wisdom that keeps a family agency thriving for decades.
06/24/2020 · 6 min read
Time is the one resource you cannot buy more of. Jason sits down with his coffee to break down automation, staff empowerment, and what remote work actually requires from agency owners.
05/29/2020 · 6 min read
Running an insurance agency means managing producers, support staff, compliance, payroll, and HR — often without any dedicated infrastructure for any of it. Brian Boffa of Consolidated Human Resources explains why that's a solvable problem.
05/25/2020 · 8 min read
Plenty of insurance agents are good at selling. Far fewer understand the financial mechanics of the business they're running. Justin Fuhriman is here to change that.
02/24/2020 · 6 min read
Robby Burton runs one of the oldest insurance agencies in America. His playbook for modernizing a 129-year-old agency without destroying what made it last is a masterclass in agency evolution.