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03/29/2021 · 6 min read
Building a mega agency takes three moves: the identity shift from owner-as-producer to owner-as-builder, the structural jump from flat to layered with real authority delegated, and the willingness to make calculated expansion bets in staff, tech, and marketing before revenue fully covers them.
03/05/2021 · 7 min read
Build an agency that runs without you by converting processes into systems (steps plus the why, trigger, and exception protocol). Audit your five most important recurring activities, record your best operator doing them on Loom, transcribe to a checklist, test with a non-expert, then run the owner exit test.
02/10/2021 · 6 min read
A father-son insurance alliance works when roles are complementary, not duplicate, and the senior partner transfers carrier relationships, client trust, and reputation gradually. The Kamperts built theirs deliberately, with David anchoring credibility while Joe handles the next-generation digital side.
02/05/2021 · 6 min read
Track three numbers weekly: cost per acquisition by lead source, close rate by lead source and producer, and policies per new household. Build the manual habit for eight weeks before automating reports. The agencies that scale make marginally better decisions over time, not dramatic pivots.
01/20/2021 · 6 min read
Build peak agency performance with three daily non-negotiables: seven to nine hours of sleep, 30 minutes of intense movement four days a week, and intentional nutrition. Periodize the year with peak campaigns and deload weeks so the operator never breaks.
01/18/2021 · 6 min read
Build peak performance as an agency owner by treating mind, body, and business as one operating system. Replace limiting stories with documented action, invest in sleep and movement as business inputs, and watch decision quality compound across the agency.
01/13/2021 · 6 min read
Elite morning routines hold up because of environmental design, an evening wind-down that prepares the next morning, and the don't-miss-twice rule. Phone across the room, exercise clothes laid out, three priorities written the night before. Identity changes first, behavior follows, results compound over a year.
01/11/2021 · 6 min read
The 5AM Club gives insurance agents a competitive edge by claiming the first hour after waking, when cortisol is high and the prefrontal cortex is most plastic. Robin Sharma's 20/20/20 Formula splits that hour into intense movement, reflection, and learning. Agents who run it consistently make sharper decisions all day.
01/08/2021 · 6 min read
Insurance agency hiring works when you run it as an always-on system: a specific candidate profile, an ongoing pipeline, a three-stage interview process, and a structured 90-day onboarding plan with weekly metric checkpoints. Reactive hiring breaks agencies.
01/06/2021 · 6 min read
Break the agency plateau by importing ideas from outside insurance, applying every concept within 72 hours, teaching what you learn to your team, and building external accountability through a coach or mastermind. Behavior change, not content consumed, is the only real education metric.
01/04/2021 · 6 min read
Fix the education gap most agents carry by investing in mindset, physical performance, and business skills in parallel. Audit your last 90 days: hours on CE versus hours on leadership, hiring, and marketing. Reverse the ratio and your agency stops breaking at the human level.
12/30/2020 · 7 min read
Sustain $250K-a-month production by staging support hires (part-time at month 4, full-time by month 7), protecting prospecting time as the book grows, treating renewals as production with a 60/30-day outreach sequence, and recovering with the same intentionality you bring to activity.
12/28/2020 · 7 min read
Hit $250K a month in premium in under a year by setting the daily call volume the night before, running 60 calls a day with objection logging, building a specific scripted referral ask into every close, and refusing to let anyone else's benchmarks define your ceiling.
12/09/2020 · 8 min read
A $17M agency runs on four operating systems: a written job scorecard plus paid trial period for hiring, role-segmented comp with retention modifiers, daily producer number tracking with weekly substantive accountability conversations, and a proactive retention cadence that keeps renewal rates in the high 80s to 90s.
12/07/2020 · 7 min read
Dan Herrenbruck built a $17M insurance agency on three strategic decisions: commit to a niche before it proves itself (turn down off-profile prospects), hire for character outside the industry and train product knowledge in-house, and build systems anticipatorily before each next hire.
10/30/2020 · 6 min read
Operators are the agency's bottleneck. Owners build systems, playbooks, and teams so the business runs without them. Move from operator to owner with a weekly two-to-three-hour owner's block protected for system work, plus delegation to anyone willing to do tasks at 85 percent of your standard.
08/26/2020 · 6 min read
GloveBox's scaling playbook applies to any P&C agency: reduce friction in the client experience first (a client who finds their ID card has fewer reasons to shop), build fast feedback loops with producers and clients, define who decides what across partners, and document processes before hiring into them.
06/15/2020 · 6 min read
Mike Watts built six companies and $50M in combined sales by aligning financial, personal, and spiritual goals into one integrated system. Specific income targets, calendared personal priorities, and a purpose bigger than the P&L produce better decisions under pressure and longer founder runway.
06/05/2020 · 6 min read
Ben Barrientos and the By The Minute team accelerate agency growth by measuring activity in minutes, hitting new leads inside the first few minutes, building proactive retention touchpoints between renewals, and moving the owner from producer to leader. Acquisition, retention, and team structure have to fire together.
04/24/2020 · 6 min read
The Ramiz Hakim playbook runs in three steps in this exact order: document your process first, apply that process to a specific niche, then scale. Skip step one and the niche stalls. Skip step two and the process serves nobody well.
