Page 5 of 5 · 90 total
04/24/2019 · 6 min read
Track four numbers to grow an insurance agency: retention rate, close ratio by lead source, policies per household, and average premium. Mark Noffsinger ran this scorecard for 30 years at Allstate and built a $12 million book. Everything else is noise.
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.
04/02/2019 · 6 min read
Preston Schmidli's digital playbook for independent agencies: build content that earns attention by answering the questions prospects Google at 11 PM, integrated funnels that convert traffic into appointments, and tracking that shows cost per bind and lifetime value by source.
04/01/2019 · 6 min read
Agents who thrive after going independent shift from product seller to problem solver, from managed to self-directed, and from brand borrower to brand builder. They also build a strategic-thinking practice, a morning routine, weekly metrics, and a regular mental reset, before the captive mindset eats them alive.
03/24/2019 · 5 min read
Preston Schmidli left captive for independent only after he built a digital marketing engine, carrier relationships, and operating capital first. Independent freedom without systems is chaos. Timing beats courage. Diversify lead sources before any captive-versus-independent decision is even on the table.
03/14/2019 · 5 min read
Insurance agency comp plans work when they pair a livable but uncomfortable base with tiered commissions, 60-90 day activity ramps, retention bonuses at 6 and 12 months, and public scorecards. All carrot breeds coasters. All stick breeds turnover. Hybrid wins.
02/13/2019 · 6 min read
Accounting technology like QuickBooks plus accountability systems make insurance agents stronger by automating monthly profit reports, connecting sales metrics to financial data, and putting close rates, retention, and revenue on a team dashboard everyone can see.
02/06/2019 · 5 min read
Trademark your agency name with the USPTO, write a privacy policy that matches your actual data practices, and have an attorney review every producer and vendor contract older than three years. A few hundred dollars upfront prevents five-figure problems later.