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03/23/2020 · 6 min read
Build predictable insurance sales by tracking your own ratios (doors or calls to appointments, appointments to demos, demos to closes), then reverse-engineer monthly production into daily activity targets. Daily consistency compounds. Heroic sprints followed by burnout don't. The rejection is the training.
03/16/2020 · 6 min read
Jack Wingate automates routine activity and protects his time using a Faith, Family, Friends, Entrepreneur priority stack. Automate anything that doesn't need a human judgment call, assign clear ownership to the rest, and block life priorities on the calendar before the business claims them.
12/30/2019 · 7 min read
Fix the insurance hiring crisis with a five-stage system: define the role before posting, write a job ad that sells, run scored structured interviews, install a written 90-day onboarding plan, and start retention on day one. Most agencies have a process problem, not a talent problem.
12/25/2019 · 7 min read
An agency accountability system has four parts: clear daily numbers per role, daily visibility for the person and the manager, a 10-minute morning huddle plus 5-minute end-of-day report, and real consequences and recognition tied to the numbers. The owner has to be inside the system, not exempt from it.
12/18/2019 · 7 min read
Process selling builds a repeatable insurance sales system on five stages: opening frame, discovery, recommendation, concern handling, and close. Document the flow, train through role play, review recorded calls for stage adherence, and measure drop-off at each stage.
11/15/2019 · 7 min read
Laura Harris built her insurance agency on process, not personality. Her proven service framework turns chaotic operations into a repeatable machine that delivers consistent results and frees the owner from being the bottleneck.
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.
