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04/17/2020 · 6 min read
Most agents fail out in their first three years because they don't build uncomfortable prospecting habits before referrals can carry them. Veterans who last invest aggressively in product depth, treat clients as multi-year partners, and learn to read soft and hard market cycles.
04/01/2020 · 7 min read
Kirk Baker uses Team By the Minute to delegate service tasks on demand instead of carrying full-time overhead. The model only works because he documents every process first, defines what done looks like, and measures the output instead of the activity.
01/27/2020 · 7 min read
Cody Askins built four insurance companies and crossed $5M in sales by age 28 by treating growth as an investment, not a reward. He hired before revenue justified it, ran multi-company architecture instead of one agency, and removed decision fatigue from daily production.
01/14/2020 · 7 min read
Captive agency growth comes from three places: diversifying lead sources so no single channel exceeds 40% of new business, cutting first-contact time to under five minutes, and treating retention as the highest-leverage growth activity available. An agency improving retention by 10 points can double its net growth rate.
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.
12/11/2019 · 6 min read
P&C agencies lose 10 to 15 percent of their book annually to non-renewals. Cutting marketing or freezing hiring during flat quarters accelerates the decline. The fix is a growth floor: a monthly new-business minimum that beats attrition, tracked weekly with a team that knows the number.
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.
12/04/2019 · 6 min read
The Insurance Dudes Inner Circle is a paid coaching program for serious P&C agency owners built around three pieces: direct coaching access for tailored guidance, peer accountability with operators in motion, and proven frameworks tested in real agencies with assigned implementation timelines.
12/02/2019 · 6 min read
Pro skater Mikey Taylor runs Commune Capital, a private equity real estate firm, by transferring four skating skills: productive suffering through repetition, calculated risk assessment, brand equity that compounds, and team leverage. The same traits scale insurance agencies.
11/29/2019 · 6 min read
Insurance agents apply Natalie Jill's playbook by rejecting limiting stories about market and leads, reverse-engineering daily habits from a specific book-size goal, building a personal brand publicly with consistent storytelling, and protecting sleep, movement, and nutrition as performance levers.
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.
11/15/2019 · 7 min read
Laura Harris built her insurance agency on process, not personality. Her proven service framework turns chaotic operations into a repeatable machine that delivers consistent results and frees the owner from being the bottleneck.
11/11/2019 · 7 min read
Host a virtual summit of 20 local experts (realtors, CPAs, attorneys, planners) on a topic your ideal client cares about. Each speaker promotes to their list, you capture every email, and each speaker becomes a warm COI who owes you exposure, not the other way around.
10/11/2019 · 6 min read
Going from captive to independent after 30 years takes a methodical transition: build carrier relationships before you leave, plan for the income gap with cash runway, stand up your own tech stack (CRM, quoting, compliance) on day one, and bring your clients with you transparently.
09/16/2019 · 6 min read
Scaling personal lines from $10M to $100M kills the service model that got you there. The Mathisen brothers fixed it by moving ID cards, payments, and policy questions into self-service through GloveBox, freeing producers for renewals, cross-sell, and retention instead of routine.
08/19/2019 · 6 min read
Laura Harris built an agency that runs 30 days without her by documenting every process before delegating, surrendering the outcome but not the standard, measuring process adherence (not just revenue), and building cross-training redundancy. Train your team on the system, not on how you do it.
08/06/2019 · 6 min read
Scale-agnostic operator rules from Alex Mehr's $1B portfolio: prove product-market fit with data before spending on marketing, track unit economics by lead, quote, and bind, ship and iterate over plan and perfect, hire for learning velocity, and diversify revenue.
06/12/2019 · 7 min read
Double production with half the staff in four steps: document every recurring workflow, automate the handoffs (lead routing, follow-ups, onboarding), hire by output rather than by function, and measure weekly dashboards. Audit your team's time. Anything over 40% low-value is a systems problem.
05/21/2019 · 6 min read
Dan Herrenbruck runs an $18M book in Florida without writing home insurance. He writes 500 new items a year just to maintain the book, funded by always-on marketing, service-driven retention without the bundle anchor, and hiring run like a marketing funnel.
05/06/2019 · 7 min read
Insurance agency culture wins when the owner designs it on purpose. Skip Nichols and Josh Kelley (the Sock Dudes) cut turnover by giving the team a shared identity, visible leadership, and zero tolerance for culture killers. Comp plans come second.
