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10/02/2019 · 6 min read
Most P&C agencies leak revenue through manual follow-up, slow lead response, and reactive renewals. Three automation layers fix it: speed-to-lead under 5 minutes, a 7-to-12 touchpoint follow-up sequence, and renewal automation. Human time goes to closing, not remembering.
08/23/2019 · 6 min read
Todd Braeger reinvented insurance workflows by automating the decision (not just the action), starting at the biggest bottleneck (usually lead response), and running every automation parallel to the manual process for two weeks before cutover. Never automate the moments that need empathy.
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.
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.
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.