The tech stack behind modern agencies — AMS platforms, raters, dialers, CRMs, and the AI tools actually moving the needle for producers in 2026.
45 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.
03/13/2026 · 6 min read
Dean Bowen of Patriotic Insurance Group built a commercial prospecting system from scratch using cold email and data—and learned why selling to friends and family is a strategy that eventually runs dry.
01/19/2026 · 6 min read
Justin Thomas left insurance to build Insurance Advertising Masters—helping agents use Facebook and YouTube ads to create consistent conversations without buying cold leads. Here's the model.
12/26/2025 · 6 min read
Consultant Kelly Donahue brings a decade of working with independent agencies to the question of what really drives sustainable growth—and it starts with leadership, not tactics.
12/19/2025 · 5 min read
Kevin Stein of Delos Insurance Solutions uses aerospace-grade AI modeling to provide wildfire coverage where traditional carriers won't go. Here's what that means for agents and their high-risk clients.
11/21/2025 · 5 min read
With over 25 years in insurance, Michelle O'Connor shares how structured follow-ups, intentional use of technology, and management systems create businesses that don't require owners to be everywhere at once.
11/14/2025 · 6 min read
Brian Greenberg of True Blue Life Insurance reveals how combining AI tools, optimized landing pages, and relentless follow-up creates a modern life insurance sales engine that actually converts.
10/10/2025 · 6 min read
Andrew Engler co-founded Kettle to combine machine learning, real-world mitigation, and reinsurance into a model that actually lowers wildfire risk—not just prices it. The implications for the future of insurance are significant.
09/05/2025 · 6 min read
Chase Beach co-founded InsureGrid to solve the data collection problem that wastes hours of every agent's week. The technology is already changing how agents buy and sell—here's what you need to know.
06/05/2025 · 5 min read
Rob Liano went from financial rock bottom to becoming a top sales coach by mastering one principle: stop selling at people and start solving their problems. Here's the framework that changes everything.
06/05/2025 · 5 min read
David Kelly wrote the book on incentive compensation management and founded BobTrack to fix it. If your agency can't reconcile its commissions, you're leaving real money on the table every month.
06/05/2025 · 5 min read
Jay Bregman couldn't get insurance for his drone gigs, so he built Thimble to fix it. His story of disciplined expansion and market-driven product design is a masterclass in insurtech done right.
01/22/2025 · 6 min read
Travis Gensler navigated a marketing franchise disaster before finding his footing as an independent insurance agent. The technology choices he made during the transition didn't just modernize his operation — they became his competitive moat.
12/31/2024 · 4 min read
Chad Spaide cracked the code on staying competitive and avoiding burnout simultaneously — by letting technology handle the repetitive work while doubling down on genuine human connection where it matters most.
08/30/2024 · 5 min read
Craig's agency journey from 2008 to today is a masterclass in knowing which parts of insurance sales to automate and which parts to protect from automation. The hybrid model is where agency growth actually lives.
05/16/2024 · 5 min read
The right technology stack doesn't just save time — it makes your agency scalable without hiring your way to chaos. Here's how to audit, automate, and actually use the tools available to you.
01/29/2024 · 5 min read
Bill Eggert didn't need a CRM to build an extraordinary insurance career. Craig unpacks what the Green Sheets framework reveals about time, control, and the human edge in a tech-saturated industry.
01/01/2024 · 7 min read
Stacey Brown built InsurTech Hartford into a global network connecting carriers, startups, and investors. Her front-row view of insurance's technological transformation has direct implications for every agency owner paying attention.
11/27/2023 · 6 min read
Knowing AI matters is step one. Knowing where to start, what to build first, and how to avoid the implementation traps is what separates agencies that succeed with tech from those that stall.
11/22/2023 · 6 min read
Jeff Pedowitz has spent decades at the intersection of technology and business growth. His take on AI's impact on insurance is urgent, practical, and impossible to ignore.