Retention is the real game. Service models, renewal processes, cross-selling, and the client-experience systems that put your book on autopilot.
33 episodes from Craig Pretzinger & Jason Feltman, hosts of The Insurance Dudes Podcast
01/23/2026 · 6 min read
Former Farmers Insurance agency owner Sheppard Bowen shares the real mechanics of sustainable agency growth—consistency over time, structured lead generation, and team accountability that sticks.
06/11/2024 · 5 min read
Craig almost cancelled his 2019 Christmas trip to Kauai before a single insight about client lifetime value changed everything. Here's the math that changes how you think about every dollar you spend.
12/04/2023 · 6 min read
Going remote without the right infrastructure is how agencies lose culture, accountability, and their best people. Kathleen Quinn Votaw's framework builds the foundation first.
11/29/2023 · 7 min read
Turnover is costing insurance agencies more than they realize — and the usual solutions aren't working. Kathleen Quinn Votaw of TalenTrust brings a decade of recruitment expertise to the real problem.
10/04/2023 · 6 min read
Getting millennial producers in the door is only half the challenge. Tony Canas explains what keeps them — and what sends them searching for the exit even when they like their work.
10/02/2023 · 6 min read
Tony Canas — insurance nerd, blogger, and millennial advocate — brings a frank assessment of why the industry struggles to attract young talent and what agencies can do differently starting now. Part 1 of 2.
08/30/2023 · 5 min read
You don't need a massive marketing budget to build a consistent sales machine. Jason Feltman's cost-effective approach — daily lead buying, conversion optimization, systematic follow-up — compounds over time.
08/23/2023 · 5 min read
Rate is rarely the real reason clients leave. Jason Feltman reveals the retention strategies — rooted in genuine care and consultant-level service — that keep clients for decades instead of months.
08/14/2023 · 6 min read
Most agency owners spend more time managing the wrong people than developing the right ones. Here's the full cycle — recruiting through separation — built around values alignment, not just skill screening.
04/24/2023 · 5 min read
Retention is the profit engine most agencies ignore while chasing new business. These proven strategies stop the bleed and turn your existing book into your biggest competitive advantage.
04/12/2023 · 5 min read
Most P&C agents obsess over prospecting while ignoring the easiest retention tool in the business: genuine gratitude. Here's why saying thank you properly changes everything.
03/29/2023 · 5 min read
The Tiffany's effect is real: how you package and present the client experience matters as much as the product itself. Here's how to use courtesy and maintenance marketing to build loyalty that survives premium spikes.
08/15/2022 · 5 min read
Most agencies spend three times more money acquiring clients than keeping them. The one retention strategy that consistently outperforms all others costs almost nothing and takes less than five minutes per client.
03/23/2022 · 5 min read
The principles were Part 1. Part 2 gets into the specific tactics Keith Zabrocki uses to generate leads, retain clients, manage his team, and sustain the growth trajectory that's made his agency one worth learning from.
12/22/2021 · 5 min read
Trudy Padilla returns to get specific about the communication habits, follow-through practices, and long-term mindset that transform a one-time referral into a years-long client and partner relationship.
11/19/2021 · 6 min read
Ricky and Craig dig into the structural elements that make realtor-insurance partnerships last — consistent communication, mutual referrals, and the specific behaviors that turn a contact into a genuine business alliance.
11/11/2021 · 5 min read
Part 1 was about getting lender relationships started the right way. Part 2 is about keeping them — the specific habits, communication strategies, and partnership structures that turn a one-time referral into a years-long pipeline.
11/01/2021 · 6 min read
There is a version of client relationship management that is manufactured and transactional — and clients can tell. The agencies that retain the most are the ones where the relationships are genuinely warm, and that starts with agents who actually like their clients.
10/29/2021 · 6 min read
Most insurance agencies are playing defense — reacting to calls, managing problems, responding to market changes. The agencies that grow consistently have figured out how to play offense: getting ahead of client needs, market shifts, and competitive threats before they become crises.
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.