In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Zach Rasmussen to dive deep into what drives success in insurance sales. From building a rock-solid process to executing intentional follow-up strategies for lost clients, Zach shares how discipline and structure create long-term wins. They talk about how quality beats quantity when it comes to calls, how to close without being pushy, and why tackling the hardest tasks first can shift your momentum for the whol...
Jun 18, 2025•31 min•Season 2Ep. 69
In this powerful solo episode, Cyrus Jaffery peels back the curtain on the foundational habits and mindset that fuel success in the insurance business. He breaks down the importance of controlling your activity, hitting your numbers with purpose, and making intentional calls that move the needle. Cyrus also dives into how accountability is woven into the culture at his agency—and why it’s non-negotiable. Whether you’re facing obstacles or in a growth phase, this episode will help you reframe you...
Jun 11, 2025•27 min•Season 2Ep. 68
In this episode of the Insurance Producers Podcast , host Cyrus Jaffery is joined by top producer Justin Thomas for a raw and insightful conversation on what it takes to rise to the top in the insurance industry. They explore how challenges can become opportunities, why core values should guide your daily decisions, and how a winning mindset fuels extraordinary results. Hear Justin’s incredible story of going from 30 years in another career to ranking among the top 100 producers in just 18 month...
May 14, 2025•33 min•Season 2Ep. 67
In this episode, host Cyrus Jaffery is joined by Andy Bassett for a deep dive into the evolving world of insurance sales. Together, they unpack the critical shift from simply quoting policies to becoming trusted advisors through education and relationship-building. Andy shares his insights on managing risk holistically, leading through transitions, and cultivating a positive culture even in high-pressure environments. Whether you're a seasoned producer or new to the industry, this conversation w...
May 07, 2025•37 min•Season 2Ep. 66
In this powerhouse episode of the Insurance Producers Podcast , Chris Jones joins host Cyrus Jaffery to unpack one of the biggest challenges in the industry today—recruiting and retaining top-tier talent. From navigating the Insurance Talent War to mastering Proactive Hiring with a clear “why,” this episode dives deep into building a thriving, future-ready team. Chris shares insights on how to attract Gen Z into insurance careers, why the industry thrives even in a recession, and how telling you...
Apr 30, 2025•35 min•Season 2Ep. 65
On this episode of the Insurance Producers Podcast , Cyrus Jaffery sits down with Patrick McBride to dive into the mindset behind a winning sales process. From why every lead deserves your best to the eternal debate of captive vs. independent , Patrick offers a balanced and insightful take. They talk numbers, client education, consistency, and why sometimes value beats price—even if it's about a Hyundai Palisade. Tune in for a real, practical, and powerful conversation for producers looking to l...
Apr 23, 2025•32 min•Season 2Ep. 64
In this episode of The Insurance Producers Podcast , Cyrus Jaffery sits down with Lon Gray to break down the systems that turn chaos into clarity inside a high-performing insurance agency. They explore how streamlining your sales process, prioritizing key referral partners, and tracking leads by source and industry can uncover game-changing insights. Lon also shares why kicking out bad leads is just as important as bringing in new ones—and how Vonage call schedules quietly fuel agent success beh...
Apr 15, 2025•35 min•Season 2Ep. 63
In this powerhouse episode of the Insurance Producers Podcast , Cyrus Jaffery sits down with the one and only Jeff Shi to unpack the mindset and strategy behind explosive growth in the insurance world. From scaling to $7.5M in just 5 months to building a CRM that drives agency success, Jeff shares how he went from zero to 40 agents in 40 days and why maximizing every minute matters. They dive into: 🚀 The power of unifying insurance creators 📺 Legacy media vs. new generational consumption 💡 Th...
Apr 02, 2025•45 min•Season 2Ep. 62
In this episode of the Insurance Producers Podcast , host Cyrus Jaffery sits down with Chelsae Schaefer to discuss the powerful habits that separate top producers from the rest. From tracking leads and appreciating referrals to delivering a customer experience that builds lasting trust, they discuss how consistency is the secret weapon in staying top of mind in the insurance world. Chelsae also shares her perspective on how insurance doesn’t have to be boring —when you lead with authenticity, gr...
Mar 26, 2025•29 min•Season 2Ep. 61
In this solo episode of the Insurance Producers Podcast , Cyrus Jaffery dives deep into the power of embracing the present moment—both in business and in life. He shares his insights on celebrating today’s wins, focusing on the calls in front of you, and building resilience through challenges. Cyrus opens up about losing clients in a week and how to find strength and even love in tough times. If you’re looking for motivation to stay grounded, push forward, and make the most of every opportunity,...
Mar 19, 2025•29 min•Season 2Ep. 60
In this episode of the Insurance Producers Podcast , host Cyrus Jaffery sits down with Wess Anderson to unpack the power of delegation and its impact on business success. From his journey in the tech industry to thriving in insurance, Wess shares key insights on why hiring is essential for agency growth, the mindset needed to outwork the competition, and the importance of stepping away—and coming back stronger. He also opens up about making family a priority while building a business. If you're ...
Mar 12, 2025•41 min•Season 2Ep. 59
In this episode of the Insurance Producers Podcast , host Cyrus Jaffery is joined by John Major , a mortgage lender, to break down the key strategies that separate top-performing insurance agents from the rest. They dive into The Debt of Time and why speed to lead—whether by text or email—can make or break a deal. Plus, they discuss why agents should focus on building relationships, not just transactions , and share expert tips on boosting mortgage leads while avoiding the lender's nightmare. If...
Feb 28, 2025•34 min•Season 2Ep. 58
In this episode of The Insurance Producers Podcast , host Cyrus Jaffery is joined by industry leader Mark Rodgers to break down the mindset and strategies behind massive success. They dive into the power of consistency and effort as non-negotiables, the secret to scaling to $100M in just five years , and how to build a strong leadership team that drives sustainable growth. Plus, they discuss the balance between greatness, work-life harmony, and gratitude , and why these elements are crucial for ...
Feb 06, 2025•40 min•Season 2Ep. 57
In this episode of the Insurance Producers Podcast , host Cyrus Jaffery is joined by Ryan Mathisen to break down the key principles that separate top producers from the rest. From consistency as the foundation of success to streamlining customer service for efficiency, they explore what it takes to revolutionize the customer experience and define true greatness by improving those around you. Plus, they dive into the power of discipline in insurance sales and how staying committed to daily habits...
Feb 04, 2025•38 min•Season 2Ep. 56
In this episode of the Insurance Producers Podcast , host Cyrus Jaffery is joined by Adam Meadowcroft to discuss the shifting landscape of business and how embracing change is essential for long-term success. Adam shares his proven follow-up sales strategies, including the power of the double call, text, email, and voicemail approach, and why consistent follow-ups—through emails, texts, and mailers over a 30-day cycle—are the key to closing deals. He opens up about navigating two challenging yea...
Jan 24, 2025•37 min•Season 2Ep. 55
In this episode of the Insurance Producers Podcast , host Cyrus Jaffery sits down with Stephen Turnbull, a fifth-generation agent and owner of T5 Insurance, to uncover the habits and strategies that drive his success. From crafting an early morning routine to mastering time management as a one-man shop, Stephen shares his tips for staying ahead. They dive into the value of joining Rotary, BNI, and Chamber memberships, plus the transformative experience of starting a BNI chapter. Discover how Ste...
Jan 24, 2025•33 min•Season 2Ep. 54
In this episode of the Insurance Producers Podcast , host Cyrus Jaffery sits down with Wesley Pergament to explore innovative solutions in the insurance world. They discuss how solar insurance can help lower homeowner deductibles, the importance of accountable mornings for setting goals and delivering top-tier service, and building affordable natural disaster insurance solutions. Wesley also shares insights on creating insurance companies separate from payouts, utilizing wind and hail monitoring...
Dec 12, 2024•41 min•Season 2Ep. 53
In this episode of the Insurance Producers Podcast , host Cyrus Jaffery is joined by Krista Paulus to explore the dynamic world of acquisition lending and the evolving influence of technology on the insurance industry. They dive into key topics, including loan proposal insights—covering estimated amounts, terms, rates, and fees—and discuss how independent agents are successfully holding off big entities in the Midwest insurance market. Krista shares her perspective on multiplier tax brackets in ...
Dec 11, 2024•35 min•Season 2Ep. 52
In this solo episode of the Insurance Producers Podcast , host Cyrus Jaffery dives deep into his leadership strategies and vision for the future. Cyrus shares insights on creating impactful vision boards and planning for 2025, including partnership goals, carrier relationships, and revenue growth. He discusses the importance of empowering employees to speak up, lead with kindness, and align with leadership goals. Tune in to hear his perspective on how Millennials and Gen Z are reshaping the insu...
Dec 04, 2024•30 min•Season 2Ep. 51
In this inspiring episode of the Insurance Producers Podcast , host Cyrus Jaffery sits down with former NFL player Marques Ogden to discuss the parallels between sports and success in the insurance industry. Marques shares his unique perspective on dreaming big and building a winning system, leaning into your attributes to overcome tough days and mastering pattern recognition for strategic decision-making. Discover actionable tips for scenario planning, competitive analysis, and building resilie...
Nov 21, 2024•43 min•Season 2Ep. 50
In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by insurance expert Dawn Cate to dive into proven strategies for retaining clients through effective renewal list management and proactive outreach. They explore the essentials of reaching clients with expiring policies, why closing the back door is crucial for agency growth, and the role of bundling home and auto insurance for both profit and client convenience. Cyrus and Dawn also discuss the economic impact on au...
Nov 13, 2024•26 min•Season 2Ep. 49
In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with special guest Mike Pinto to unlock the secrets to agency success. Mike dives deep into the art of understanding client personalities—from Parrots and Eagles to Owls and Doves—and how this knowledge can elevate sales interactions and build trust. They explore the transformative potential of a structured sales process, which enabled Mike’s agency to grow from five to an impressive 500 cross-sales each month. The ...
Nov 06, 2024•40 min•Season 2Ep. 48
In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Zach Mefferd to dive deep into strategies that drive success in the insurance industry. They discuss how to train virtual assistants (VAs) effectively by understanding their learning styles and why focusing on profitability is crucial rather than chasing shiny objects. Zach also breaks down the "Four Pillars of Success"—Be Nice, Tell the Truth, Be Available, and Care—that form the foundation of a thriving agency....
Oct 23, 2024•45 min•Season 2Ep. 47
Join Cyrus Jaffery and guest Jake Warren as they discuss staying top of mind through social media, the power of building personal connections, and capitalizing on leads in the long-haul trucking industry. Jake shares his business approach, daily wins from working out, and insights on balancing multiple insurance products. Don’t miss Jake’s valuable advice on success and self-auditing!
Oct 16, 2024•35 min•Season 2Ep. 46
In this episode of the Insurance Producers Podcast , host Cyrus Jaffery is joined by special guest James Jenkins to discuss making the bold leap from corporate America to entrepreneurship after three disappointing bosses. Together, they dive deep into the challenges and rewards of building your path. Learn how to identify the ideal sample size for your niche through filtering and geography, and discover three essential keys to understanding your industry: prior knowledge, interest, and awareness...
Oct 09, 2024•42 min•Season 2Ep. 45
Join host Cyrus Jaffery as he delves into the secrets of creating a successful, easy-to-duplicate insurance agency. In this episode, Cyrus shares his unique approach to building strong relationships that turn shoppers into lifelong, valuable clients. He discusses the importance of a streamlined onboarding process and the power of focusing on two core products—auto and home insurance—to maximize growth. Listen in as Cyrus opens up about personal experiences, including the challenges of friends le...
Sep 18, 2024•24 min•Season 2Ep. 44
In this solo episode of the Insurance Producers Podcast, host Cyrus Jaffery breaks down three key fundamentals every great producer must master to succeed in insurance and sales. From assuming the sale and overcoming uncertainty to the importance of self-discipline in daily routines, Cyrus shares invaluable insights from his playbook. Discover how to get quotes from multiple carriers in 60 seconds using Quotamation, and learn why following up and asking for the sale can be the difference between...
Sep 11, 2024•24 min•Season 2Ep. 43
In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Kimi Donahue to discuss the pivotal role of accountability partners in staying motivated and inspired. Kimi shares her journey from being a representative to becoming a Sales Director at Openly and Premier Strategy Box, offering valuable insights into setting smart goals and finding the right accountability partner. Additionally, they delve into consulting for insurance agencies, evaluating pain points, and set...
Aug 21, 2024•30 min•Season 2Ep. 42
In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Brett Young to uncover the secrets behind his success. From the daily discipline of reading 10 pages of a good book to the art of building a business with key referral partners, Brett shares actionable insights on navigating the insurance industry. Tune in to learn about the balance between personal and commercial lines, effective sales strategies, communication techniques with realtors and mortgage officers, a...
Aug 14, 2024•46 min•Season 2Ep. 41
In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with industry expert Michael Cruz to delve into key strategies for success in the insurance industry. They discuss the importance of disciplined frontline underwriting and how it plays a critical role in maintaining strong career relationships and keeping quality business on the books. Michael shares his insights on identifying and targeting value clients, emphasizing that an agent’s success is rooted in always doin...
Aug 07, 2024•30 min•Season 2Ep. 40
