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12/20/2019 · 6 min read
Double digit growth math: lift retention above 90% first, build a trigger-based referral system, invest in team capacity before lead spend, and track leading indicators daily. Pick two lead sources and master both before adding a third. Hope is not a strategy.
12/18/2019 · 7 min read
Process selling builds a repeatable insurance sales system on five stages: opening frame, discovery, recommendation, concern handling, and close. Document the flow, train through role play, review recorded calls for stage adherence, and measure drop-off at each stage.
12/13/2019 · 6 min read
Every P&C sales producer fights three problems: inconsistent lead flow, confidence erosion during slumps, and isolation on the sales floor. Fix lead supply, install a process that survives bad days, and build real team rituals. These are systems problems with systems fixes.
12/09/2019 · 6 min read
Shaan Patel's underdog playbook turns constraints into advantages, systematizes expertise into scalable assets, and prepares obsessively for high-stakes moments. Insurance agents who package their proprietary process the way Patel packaged SAT prep stop trading hours for dollars and build agencies that scale past personal capacity.
11/25/2019 · 6 min read
Victor Gray wrote 600 items in the Midwest by eliminating decision fatigue, treating the phone as the only revenue tool, measuring close rate and dials-to-contact obsessively, and hiring service support before he needed it. Volume plus systems beats volume alone every time.
10/21/2019 · 8 min read
Landing pages with video convert 80% higher than those without, and prospects who watch a video are 64% more likely to buy. For insurance agents, video builds trust faster than any digital medium. You need three types: trust videos for cold audiences, conversion for warm prospects, retention for clients.
08/26/2019 · 6 min read
Trey Lewellen's four-step funnel framework applies straight to insurance: a hook that stops the scroll, a story that builds connection, a specific offer (not 'free quote'), and an automated follow-up machine. Most agencies skip three of the four and wonder why internet leads convert at single digits.
07/09/2019 · 5 min read
Mindset is the operating system for insurance sales and agency ownership. Shift from outcome attachment to process commitment, reframe every no as data, stop comparing to highlight reels, prioritize sleep and movement, and curate the circle around you. Internal state shows up in external results.
04/19/2019 · 6 min read
Scale a life insurance team by extracting Tyler Jack Harris's principles from his 8,000-policy run: non-negotiable activity standards, standardized presentations before any personalization, same-day administrative discipline, and morning check-ins with weekly number reviews. Lead through systems, not personality.
04/16/2019 · 6 min read
Selling 44 life policies a week isn't about working harder. Tyler Jack Harris built a machine that turns activity into appointments and appointments into issued policies without dropping anything. The system makes the volume look effortless once the lead flow, scripting, and follow-up cadence are wired together correctly.
04/12/2019 · 6 min read
Tyler Jack Harris sold 8,000 face-to-face life policies in 3.5 years (44 per week) by traveling 200+ nights a year, reverse-engineering activity from the production target, executing regardless of feelings, and refusing to adjust the goal downward when results lagged.
04/09/2019 · 6 min read
Most P&C agents leave money on the table in flood because the line looks like a low-commission headache. The opportunity: flood policies renew almost universally (lender-required), other agents refer their clients out, and flood becomes the entry point to homeowners, umbrella, and rental cross-sells. Specialize and dominate local search.