14 posts found
03/30/2022 · 5 min read
The talent problem in insurance is real, but it's not unsolvable. This SOLO Playbook episode breaks down the recruiting strategies that produce a consistent pipeline of quality candidates — so you're never scrambling to fill seats with whoever's available.
03/28/2022 · 5 min read
The identity crisis is real: are you a salesperson who owns a business, or a business owner who sells? The answer to that question shapes every major decision you make. This SOLO Playbook episode is about getting clarity on who you are and what that means for how you run your agency.
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.
03/14/2022 · 5 min read
The marketing budget question haunts most insurance agency owners. Too little and you starve growth. Too much and you destroy profitability. This SOLO Playbook episode builds the framework for answering the question with math instead of guesswork.
03/02/2022 · 4 min read
The insurance agents who build something significant share a willingness to take calculated risks that their more cautious competitors won't. This SOLO Playbook episode is about the difference between recklessness and boldness — and how to make the moves that actually matter.
02/28/2022 · 5 min read
Trying to serve everyone is a strategy for serving no one particularly well. This SOLO Playbook episode makes the case for going narrow and deep — finding your niche, owning it, and building the kind of agency that's irreplaceable to a specific type of client.
02/16/2022 · 5 min read
If you can't measure it, you can't manage it. This SOLO Playbook episode is a complete walkthrough of the performance scorecard system that gives insurance agency owners clear visibility into what each agent is actually producing — and what to do about it.
02/14/2022 · 5 min read
Hiring is one of the most painful and consequential things an insurance agency owner does. This SOLO Playbook episode is a practical guide to hiring better — fewer mistakes, faster decisions, and a higher rate of building a team that actually performs.
02/02/2022 · 5 min read
The close isn't where the sale is made — it's where the sale is confirmed. Everything that matters happens before that moment. This SOLO Playbook episode is about the first sale every insurance agent must make before any policy gets written.
01/31/2022 · 5 min read
The phone is still the most powerful sales tool an insurance agent has; however, most agents are using it badly. This SOLO Playbook episode is a complete breakdown of phone skills that separate mediocre agents from top producers.
01/19/2022 · 4 min read
Most agents cap their lead spend based on the wrong number. Once you understand lifetime value math, you'll see that you can justify spending significantly more per lead — and that's exactly how you outcompete everyone buying on price alone.
01/18/2022 · 5 min read
That $5 lead looks great on paper until you run the real math. The SOLO Playbook breaks down why chasing cheap leads is one of the most expensive habits an insurance agency can have — and what to measure instead.
01/05/2022 · 5 min read
Goal setting in January is easy. Having goals that still mean something in July is the hard part. Craig's goal-setting playbook covers the structure, specificity, and accountability systems that turn resolutions into results.
01/03/2022 · 5 min read
Most agency meetings are a costly ritual that produces little. Jason's meeting playbook turns this around — covering the formats, frequencies, and facilitation habits that make team meetings one of the most productive tools in an agency's operational toolkit.