Training programs, onboarding curricula, and role-play systems that actually produce producers. How to ramp a new hire to first policy in 30 days.
41 episodes from Craig Pretzinger & Jason Feltman, hosts of The Insurance Dudes Podcast
04/29/2026 · 8 min read
Licensing exams teach policy forms. Carrier training teaches products. But the skills that separate top producers from the rest, communication, emotional intelligence, leadership, and execution, are almost never formally taught. Dr. Laurie Moroco explains why, and what to do about it.
02/26/2024 · 5 min read
The most expensive line item in your agency isn't your lead budget or your rent. It's the wrong person in the wrong seat — and most agency owners can't see it until the damage is done.
12/11/2023 · 7 min read
It's not about trying harder. It's about building systems designed for how your brain actually operates. Antonia Bowring's Part 2 delivers the practical framework for ADHD-informed performance.
11/13/2023 · 6 min read
A great training event fades in 30 days. A coaching culture compounds forever. Phil Geldart's Part 2 shows you how to build the leadership capacity that makes continuous development the default.
11/08/2023 · 6 min read
PowerPoints and product knowledge quizzes don't build sales skills. Phil Geldart's immersive learning framework is rewriting how the insurance industry develops its people.
10/11/2023 · 5 min read
Most agencies underperform not because of bad agents but because of blurry standards. Here's how to define and enforce expectations that actually drive elite performance.
09/25/2023 · 5 min read
Great hires don't happen by accident. These 5 specific hiring practices — from structured interviews to values-first screening — are what separate agencies with consistently strong teams from those stuck in a perpetual hiring cycle.
09/20/2023 · 6 min read
From de-escalating frustrated clients to resolving producer conflicts that affect agency morale, Dr. Laurie Moroco's concrete toolkit gives insurance professionals the communication skills that no licensing exam ever teaches.
09/18/2023 · 6 min read
Dr. Laurie Moroco coaches insurance professionals on the communication and conflict resolution skills that every agent needs but almost no one formally develops. Part 1 covers the foundation — and why small consistent steps beat dramatic transformations.
09/13/2023 · 5 min read
The first 30 seconds of a phone call either earns the next two minutes or loses the entire conversation. Here's exactly how to open every call in a way that builds instant credibility and keeps prospects engaged.
08/21/2023 · 5 min read
From hiring the wrong people to skipping accountability coaching, these 7 mistakes are bleeding your agency's revenue quietly. Jason breaks down each one with specific fixes.
08/14/2023 · 6 min read
Most agency owners spend more time managing the wrong people than developing the right ones. Here's the full cycle — recruiting through separation — built around values alignment, not just skill screening.
06/28/2023 · 5 min read
Part 1 of Jason Feltman's deep-dive into the exact sales approach that rehabilitated a struggling agency: value-first positioning, the napkin tactic, and how to make clients feel the difference.
05/10/2023 · 6 min read
Most insurance salespeople don't fail because they lack talent — they fail because nobody fixed the specific, fixable habits that kill deals before they start. Here are 10 reasons and 9 real solutions.
05/08/2023 · 5 min read
Every business problem eventually comes back to one core skill. Master it and your agency grows. Ignore it and no amount of leads, technology, or talent will save you.
04/26/2023 · 5 min read
The gap between a struggling agency and a thriving one is almost always a leadership gap. These three traits separate the owners who build lasting businesses from the ones who stay stuck.
04/11/2022 · 5 min read
A well-built insurance agency training manual isn't busywork — it's the difference between a producer who hits their stride in 60 days and one who flounders for six months.
12/15/2021 · 5 min read
Training is the variable that separates agencies that grow from agencies that grind. Jason lays out why most agencies under-invest in training, what a real training program looks like, and how to build one that produces lasting performance improvement.
12/03/2021 · 5 min read
A sales process you can't teach is just a document. Dan Elzer gets specific in Part 2 about how to train producers to execute a consistent sales process, how to use process data for coaching, and what it takes to sustain quality over time.
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.