Build the operating system that runs your agency without you in it. Sales workflows, service processes, onboarding, documentation — the unsexy work that compounds.
61 episodes from Craig Pretzinger & Jason Feltman, hosts of The Insurance Dudes Podcast
04/21/2026 · 8 min read
Kirk Chester built GRIT Insurance Group by going deep on blue-collar niches—construction, manufacturing, contractors—instead of chasing every account. Here's the execution-first playbook he shared on The Insurance Dudes.
08/29/2022 · 4 min read
An agency that depends entirely on the owner's personal effort has no leverage — just a job with more risk. Here's how top agency owners build the leverage that creates freedom and scale simultaneously.
03/23/2022 · 5 min read
The principles were Part 1. Part 2 gets into the specific tactics Keith Zabrocki uses to generate leads, retain clients, manage his team, and sustain the growth trajectory that's made his agency one worth learning from.
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.
02/23/2022 · 5 min read
The foundation was Part 1. In Part 2, Tom Birks gets into the operational specifics — the systems that enable scale, the staff decisions that define culture, and the moves that pushed his New Jersey agency into a different tier.
01/26/2022 · 5 min read
The mindset is Part 1. The mechanics are Part 2. Mike Monaghan breaks down exactly how he structures his days, manages his pipeline, and maintains production levels that put him among the top performers in the business.
01/12/2022 · 6 min read
Part 1 covered mindset and foundations. In Part 2, Justin Brock gets tactical — the lead systems, performance tracking, and hard decisions that separate agencies that scale from agencies that stall.
12/24/2021 · 5 min read
Step 2 in the 2022 Six Step Success framework is about building the operational infrastructure that allows an agency to grow without the owner's direct involvement in every function. Jason makes the case for systems as the prerequisite for real scale.
12/01/2021 · 5 min read
Dan Elzer built his career at Shelter Insurance by systematizing what most agents leave to chance. In Part 1, he breaks down why a documented sales process is the single most powerful tool for managing the chaos of a growing agency.
10/30/2021 · 6 min read
Laura Harris figured out that the path to agency freedom runs directly through the processes most agency owners resist building. Surrendering to the discipline of documented systems isn't giving up control — it's the only way to actually have it.
10/21/2021 · 6 min read
Part 2 of the conversation with behavioral scientist Gleb Tsipursky moves from diagnosis to prescription — the specific tools and habits that override the cognitive biases that lead to bad decisions in insurance agency leadership.
10/07/2021 · 6 min read
Part 2 of the Kirk Baker conversation goes beyond the framework and into execution — how to make delegation actually stick, what to do when it breaks down, and how to build a team that doesn't need the owner's fingerprints on every client interaction.
09/20/2021 · 6 min read
You built momentum. Things were working. And then, gradually, almost without noticing, you started sliding backward. The backslide in agency growth is real, it's common, and it's preventable — but only if you see it coming.
08/27/2021 · 6 min read
Every decision in your agency that touches client acquisition or conversion is a hypothesis. You believe the email subject line works. You believe the call script closes better. You believe the landing page converts. But do you know? Or are you just assuming?
08/26/2021 · 5 min read
Part 2 with Jorge Carbonell moves from understanding internet leads to working them — the follow-up systems, contact strategies, and conversion optimizations that separate high-performance agencies from average ones.
08/09/2021 · 5 min read
If your team can't make a move without asking you first, you haven't built a business — you've built a dependency. Being the answer to every question in your agency feels productive until you realize it's the thing most limiting your growth.
08/06/2021 · 5 min read
Strip away all the noise and there are exactly four ways to grow revenue in an insurance agency. Everything else is a tactic in service of one of those four. Knowing this framework changes how you allocate time, money, and attention.
08/05/2021 · 5 min read
Part 2 with Landon gets into the specific conversations, system configurations, and process designs that turn billing from a source of friction into a retention engine.
08/04/2021 · 5 min read
Billing isn't the glamorous part of running an insurance agency. It's also one of the most direct paths to improving cash flow, retention, and client satisfaction that most agencies have never fully optimized.
07/29/2021 · 6 min read
Part 2 with Cassidy Arbeli gets into the mechanics — the actual systems, documentation practices, and role design that make real delegation possible in a real insurance agency.