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07/28/2021 · 6 min read
Cassidy Arbeli has built a framework for getting things off the owner's plate and onto the right people — and the results for the agency owners she works with are profound.
07/22/2021 · 5 min read
Jason Levine picks up right where Part 1 left off — and the second half of this conversation goes somewhere most insurance podcasts never get close to.
07/21/2021 · 6 min read
Jason Levine is an instrument-rated private pilot and a genuine insurance nerd — the kind of person who thinks about coverage gaps the way most people think about weather patterns.
06/04/2021 · 6 min read
Jason Feltman breaks down the TeleFunnel metrics every insurance agency running a phone-based sales operation needs to track — and explains why most agents are measuring the wrong things.
05/03/2021 · 5 min read
Craig Pretzinger makes the case that obsessing over sales outcomes is the mistake that keeps agencies stuck — and why shifting focus to process is the counterintuitive move that actually produces more sales.
04/09/2021 · 6 min read
Part 2 with Matt Dietz moves from the gritty scratch-build years into the growth phase — the specific decisions, personnel moves, and mindset shifts that took his agency from established to expanding.
04/09/2021 · 6 min read
Craig breaks down why training is not a nice-to-have activity for growing agencies — it is a structural pillar that determines whether the people you hire can become the team you need.
03/31/2021 · 6 min read
Part 2 with Brett Young gets into the operational specifics — the hiring frameworks, culture mechanics, and systems decisions that turn a growing agency into a machine that scales without the owner in every room.
03/29/2021 · 6 min read
Brett Young has built the kind of agency most owners only talk about at conferences. In Part 1, Craig digs into the mindset shifts, structural decisions, and leadership moves that made it possible.
03/26/2021 · 6 min read
Jason makes the case that the thing between most agency owners and the results they want is not talent or resources — it is the willingness to put the right things on a calendar and actually show up for them.
03/22/2021 · 6 min read
Part 2 with Phillip Boyd goes deeper into the mechanics — the scripts, the cadences, and the mindset shifts that turn a prospecting grind into a repeatable, scalable production engine.
03/08/2021 · 6 min read
Anxiety in a growing insurance agency almost always traces back to one thing: you don't actually know what's happening. Accountability solves that.
03/05/2021 · 7 min read
If your agency needs you present every day to function, you don't own a business. You own a job. Here's how to build the machine.
02/22/2021 · 6 min read
Lyneil Mitchell's athletic career ended. His training in high-performance systems didn't. Here's what the second half of the conversation reveals about building an agency that actually runs.
12/30/2020 · 7 min read
Jorge Carbonell didn't just hit $250,000 a month — he built the infrastructure to sustain it. Craig digs into the operational side: how Jorge managed a fast-growing book, avoided burnout, and kept the machine running.
12/25/2020 · 7 min read
Year-end planning is not optional. Craig lays out the agency playbook audit — the hike you have to take before January 1st if you want the new year to be materially different from the last one.
12/18/2020 · 7 min read
Staring at a blank page — a blank calendar, a blank process doc, a blank pipeline — is the moment most agents freeze. Jason breaks down the mental and tactical approach to starting from zero without letting the emptiness become an excuse.
12/09/2020 · 8 min read
Dan Herrenbruck closes out his $17 million agency story with the operational details: hiring systems, production infrastructure, compensation design, and the daily disciplines that compound a high-performing agency over time.
11/06/2020 · 7 min read
Jason channels his inner Maverick to make the case that speed — not pitch quality, not product knowledge, not charm — is the single most decisive variable in modern insurance sales.
10/30/2020 · 7 min read
Solo episode. Jason sits down with a coffee and a question that kills most agencies before they ever reach their potential: are you building an agency or are you just building yourself a job?