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06/26/2023 · 5 min read
Jason Feltman unpacks the crucial difference between what an agency pays you today and what it's actually worth over time — and why most owners dramatically underestimate the long-term return.
06/19/2023 · 5 min read
Craig Pretzinger names the painful trap most P&C agents fall into: the more hours they work, the less their hourly output is worth. The fix isn't more hustle — it's strategic leverage.
05/22/2023 · 5 min read
The final episode in the scaling trilogy: how Craig Pretzinger breaks down big agency goals into executable pieces, communicates them to his team, and builds the momentum that makes scaling feel inevitable.
05/15/2023 · 5 min read
Scaling an insurance agency without the right systems doesn't produce growth — it produces chaos at higher volume. These three foundational systems make scaling sustainable.
03/21/2022 · 5 min read
Keith Zabrocki is building something worth paying attention to. In Part 1, he breaks down the approach, the decisions, and the daily disciplines that have driven his agency's growth trajectory.
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.
01/10/2022 · 5 min read
Justin Brock has built something most agency owners only dream about. In Part 1, he breaks down the mindset, systems, and decisions that took his operation from scrappy startup to legitimate force in the Medicare and final expense space.
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.
10/16/2021 · 5 min read
Stephanie Hamilton built a mega agency by doing things that most owners talk about but never systematize. This recast brings her best material back to the surface — the operational truths, the leadership principles, and the scaling secrets that hold up on a second listen.
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.
07/02/2021 · 5 min read
Every agency owner who wants to grow faces the same fork in the road eventually: do you build it from scratch through production and marketing, or do you buy a book that already exists? Both paths can work. Both paths can fail spectacularly. The one that's right for you depends on factors most people don't analyze carefully enough.
06/17/2021 · 6 min read
Part 1 covered the fundamentals of why Facebook is different from every other lead channel. Part 2 is where Justin Thomas gets into the mechanics that most agencies never figure out — retargeting, funnel structure, budget scaling, and the mental models that separate profitable campaigns from expensive experiments.
06/03/2021 · 6 min read
Patrick Albrecht returns with the specific programs, tools, and community resources that make AIA's value proposition tangible for the independent agents who are inside the network.
04/09/2021 · 6 min read
Part 2 with Matt Dietz moves from the gritty scratch-build years into the growth phase — the specific decisions, personnel moves, and mindset shifts that took his agency from established to expanding.
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.
03/29/2021 · 6 min read
Brett Young has built the kind of agency most owners only talk about at conferences. In Part 1, Craig digs into the mindset shifts, structural decisions, and leadership moves that made it possible.
03/05/2021 · 7 min read
If your agency needs you present every day to function, you don't own a business. You own a job. Here's how to build the machine.
02/10/2021 · 6 min read
David is Joe's father. That relationship is the foundation, but the business they've built together is something bigger than family — it's a real insurance alliance. Part 1 of a two-part conversation.
02/05/2021 · 6 min read
Jason breaks down why data isn't a technology problem — it's a decision-making problem. The agencies that scale are the ones that stop guessing and start knowing.