Welcome back to The Insurance Dudes! In today’s episode, hosts Craig Pretzinger and Jason Feltman sit down with Tung Le, the unstoppable insurance entrepreneur behind a thriving Allstate agency in Houston, Texas. Tung gets real about his rollercoaster journey, starting from scratch in March 2020—just as the world shut down. From losing his first employees on day one, to hitting the phones himself, Tung shares how he bootstrapped his way through the uncertainty of COVID, faced painful early setba...
Jul 09, 2025•34 min•Season 3Ep. 744
Welcome to another episode of The Insurance Dudes! In this episode, Jason and Craig sit down with Cassidy Arbeli—a powerhouse agency owner whose journey is as inspiring as it is unconventional. Raised by entrepreneurial parents and equipped with a natural flair for business, Cassidy shares how she transformed her insurance career from humble beginnings with a newborn in tow to a multi-business owner, coach, and advocate for women in the industry. Cassidy opens up about the real challenges insura...
Jul 02, 2025•35 min•Season 3Ep. 743
Welcome to another episode of The Insurance Dudes! In this powerful conversation, hosts Jason Feltman and Craig Pretzinger sit down with Dan Kitajima to unpack a truly wild journey from building a $17 million captive insurance agency to making the bold leap into the independent world. Dan shares the highs and lows of his experience—from signing a jaw-dropping $20,000/month office lease just before his carrier pulled the rug out by non-renewing $6 million in policies, to learning how to pivot, re...
Jun 25, 2025•53 min•Season 3Ep. 742
Welcome back to The Insurance Dudes! In this episode, our hosts Craig Pretzinger and Jason Feltman sit down with Ben Bucher, owner of Bucher Family Insurance, for an engaging, honest, and often hilarious conversation about his journey from an aspiring actor and McDonald’s manager to leading a multimillion-dollar insurance agency. Ben opens up about the wild experiences that shaped his career—including run-ins with a stalker client, near business collapse, and the tough lessons that only entrepre...
Jun 18, 2025•51 min•Season 3Ep. 741
On this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feltman sit down with BJ Hill, owner of Summit Insurance in Loveland, Colorado. BJ shares his remarkable journey from college basketball coach to building one of the top insurance agencies in the country, now writing over $18 million in premium. From his early days as a “juco” coach and experiencing a steep learning curve buying his first $3 million agency, to overcoming challenges like passing industry exams and developing...
Jun 12, 2025•51 min•Season 3Ep. 740
Welcome back to The Insurance Dudes! In this episode, hosts Jason Feldman and Craig Pretzinger sit down with industry powerhouse Peter Fournier to uncover the secrets behind building a thriving, recession-proof insurance agency. Peter shares his journey from flipping Pokémon cards as a kid to carving out his niche in mortgage protection within the insurance world. He dishes out hard-earned lessons on money management, the critical importance of process, and how mastering referrals transformed hi...
Jun 05, 2025•43 min•Season 3Ep. 739
Welcome to this episode of The Insurance Dudes, where hosts Jason and Craig sit down for a high-energy, no-holds-barred conversation with the dynamic David Carothers. David shares his unconventional journey from a college baseball player and retail worker living off macaroni and cheese to running a powerhouse commercial insurance agency in Tampa. In this episode, you'll hear how David's unique hiring process—bringing in producers from outside the insurance industry—and his out-of-the-box, yet st...
Jun 05, 2025•29 min•Season 3Ep. 738
On this episode of The Insurance Dudes, Jason and Craig sit down with David Kelly, the author who literally wrote the book on incentive compensation management and the founder of insuretech startup BobTrack. David shares his unconventional journey into the insurance industry—starting as a complete outsider who’s never sold a policy but knows how to turn tangled insurance data into actionable insights. We delve into the legacy technology challenges facing carriers and agencies, from mainframes th...
Jun 05, 2025•24 min•Season 3Ep. 737
Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we have a fascinating guest, Jay Bregman, who takes us on his entrepreneurial journey in the insurance industry. Jay shares how his passion for drone pil...
Jun 05, 2025•23 min•Season 3Ep. 736
Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we have a fascinating guest, Jay Bregman, who takes us on his entrepreneurial journey in the insurance industry. Throughout the episode, Jay offers inval...
Jun 05, 2025•47 min•Season 3Ep. 735
Welcome back to another exciting episode of The Insurance Dudes! Today's guest is none other than Dave Williams, a dynamic entrepreneur with a fascinating journey from overcoming personal and professional challenges to building a multi-million dollar insurance agency. Dave shares his insights on the importance of mastering your craft from the ground up, the power of cultivating a positive company culture, and the transformative effects of focusing on health and well-being. We dive deep into his ...
Jun 05, 2025•49 min•Season 3Ep. 734
Welcome to another exciting episode of The Insurance Dudes Podcast! Today, we have a special guest, Brian Ahearn. With his extensive experience in the insurance industry and expertise in the psychology of persuasion, Brian shares invaluable insights that can help transform your agency operations and enhance your sales skills. From the importance of building genuine relationships to leveraging principles of psychology in everyday interactions, Brian offers a wealth of knowledge that is sure to el...
Jun 05, 2025•46 min•Season 3Ep. 733
In this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feldman sit down with Wild Bill Rice to explore the ins and outs of lead generation within the insurance industry. As a seasoned professional in marketing and lead generation, Bill Rice offers valuable insights into understanding the unique challenges and opportunities tied to insurance leads. They delve into effective strategies for engaging potential clients, the importance of nurturing leads, and the role of persistence ...
Jun 05, 2025•37 min•Season 7Ep. 732
In this exciting episode of The Insurance Dudes, join hosts Craig and Jason as they bring in the dynamic Jas Takhar live from his own studio. Known for his high-energy approach, Jas promises to match and potentially exceed the enthusiastic vibes. Dive into a lively conversation filled with rapid-fire questions and insightful discussions on content creation, real estate sales, and the impact of personal branding in business. Jas shares his journey from being labeled a little narcissistic to becom...
Jun 05, 2025•51 min•Season 3Ep. 731
In this episode of The Insurance Dudes, join hosts Craig Pretzinger and Jason as they dive into an insightful conversation with Sales Coach and Speaker, Rob Liano. Growing up as the youngest of four boys with a father who transitioned from engineering to excelling in vacuum sales, Rob learned early on about the power of sales and determination. From his beginnings as a rock drummer to becoming a renowned sales trainer, Rob shares his journey of overcoming financial hardships and rediscovering th...
Jun 05, 2025•56 min•Season 3Ep. 730
In this episode of The Insurance Dudes, hosts Craig and Jason sit down with Patrick Albrecht, President of Associated Insurance Administrators (AIA), to discuss the evolution of commercial insurance marketing and sales. Patrick shares his journey from Air Force engineer to insurance executive, offering valuable insights into the wholesale insurance business. Learn about effective niches in commercial insurance, including healthcare, municipalities, and forestry products. Patrick discusses how th...
Jun 05, 2025•37 min•Season 3Ep. 729
Shoot Us A Message!Welcome back to another exciting episode of The Insurance Dudes! Today, we're thrilled to have a candid conversation with Rudy Surovick, an accomplished insurance professional with a fascinating journey from the independent agency world to becoming a pivotal player in the captive insurance landscape.In this episode, Rudy shares everything from his unique marketing techniques, including the power of direct mail, to his experiences managing sizable operations and the tough tr...
Jan 30, 2025•38 min
Shoot Us A Message!Welcome to another episode of The Insurance Dudes podcast! In today's exciting episode, we sit down with Travis Gensler, a seasoned insurance professional who shares his incredible journey from a marketing franchise debacle to becoming a successful independent insurance agent.Travis dives deep into the benefits and challenges of transitioning from a captive agent to an independent agent, the pivotal role of technology in modernizing the insurance industry, and the importanc...
Jan 22, 2025•22 min
Shoot Us A Message!Welcome to another exciting episode of The Insurance Dudes! Today, Craig Pretzinger and Jason are joined by Chris Cheatham, an entrepreneurial dynamo deeply rooted in the insurtech world. Chris, a former lawyer and the co-founder of Risk Genius, shares his journey from legal frustrations to pioneering insurance AI technologies. We dive into the fascinating spin-out story of Milo and explore how it revolutionizes small business insurance through efficiency and innovation.In ...
Jan 15, 2025•26 min
Shoot Us A Message!Join us as we navigate Chris’s unique career trajectory, from handling complex legal documents with machine learning to enhancing insurance processes with AI.Expect lots of laughs, engaging anecdotes, and even some nostalgic discussions about video games and childhood concerts! So buckle up and get ready for a dynamic ride through the evolving landscape of insurance with The Insurance Dudes.Make sure to subscribe for more insightful and entertaining episodes!The full episod...
Jan 14, 2025•49 sec
Shoot Us A Message!Welcome back to another episode of The Insurance Dudes! Today, we're thrilled to have Ryan Schaffer from the mortgage and real estate finance industry join us. Ryan, who once aspired to be a firefighter, transitioned to the mortgage world in the early 2000s and has since navigated through various market cycles, including the 2008-2009 financial crisis.In our conversation, we dive deep into the importance of identifying critical traits for success, the value of providing dir...
Jan 08, 2025•38 min
Shoot Us A Message!Whether you're in insurance, mortgage, or any sales-driven industry, this episode is packed with valuable advice on scaling your operations, building referral partnerships, and maintaining a competitive edge through perseverance and personalized communication. So tune in tomorrow and get ready to gain some actionable insights from Ryan Schaffer right here on The Insurance Dudes!The full episode is dropping tomorrow.Join the elite ranks of P&C agents. Sign up for Agent E...
Jan 07, 2025•49 sec
Shoot Us A Message!Welcome to another episode of The Insurance Dudes! Today, we're excited to dive deep into the world of insurance with our special guest, Chad Spaide. Pronounced "Spade," Chad brings a wealth of experience and insights to our conversation. From tackling burnout and maintaining competitiveness in the industry to leveraging automation for improved client communications, Chad covers it all.We'll explore his early career experiences, the evolution of sales strategies, and the im...
Jan 01, 2025•33 min
Shoot Us A Message!Join hosts Jason and Craig as they discuss the value of mutual respect and support among colleagues, the significance of listening in sales, and the adaptability required in a constantly changing market.Chad also shares invaluable tips on using technology to enhance efficiency without losing the personal touch, managing leads, and the essential craft of persistence after rejection. Plus, you'll hear about Chad's formative years, his stint as a commodity broker, and the ener...
Dec 31, 2024•36 sec
Shoot Us A Message!Welcome back to another exciting episode of The Insurance Dudes! Today, we're diving deep into the world of entrepreneurship and the insurance industry with our special guest, Ramis Hakim. Ramis, an industry veteran, shares his journey from aspiring minister to becoming a powerhouse in final expense life insurance sales. We'll explore his strategic focus on ultra-specialization, the importance of building a robust business system, and how a strong company culture with core ...
Dec 25, 2024•31 min
Shoot Us A Message!Welcome back to another insightful episode of The Insurance Dudes! Today, we are thrilled to have Adam Pisani join us, an experienced insurance agent with nearly 19 years in the industry. Adam dives deep into the essential aspects of running a successful insurance business, from the necessity of having that "fire in the belly" motivation to the dynamic and often challenging landscape of buying and managing agencies.In this episode, Adam shares his valuable perspectives on m...
Dec 19, 2024•48 min
Shoot Us A Message!Welcome back to another enriching episode of The Insurance Dudes! Today, we're thrilled to have Becky Isbell join us for an engaging conversation packed with personal anecdotes, career insights, and inspiring reflections.Becky, who entered the insurance world in 2000, shares her unconventional journey of meeting her husband, starting a family, and diving into the business—all in a unique order. She opens up about the challenges and triumphs of transitioning from a captive t...
Dec 11, 2024•25 min
Shoot Us A Message!Join us as Becky reflects on her fond memories, including her love for New Kids on the Block and the unexpected twists that led her to the Testicle Festival for her first concert. Plus, hear her heartfelt advice on cultivating a positive mindset amidst life's hurdles and finding joy in every day. Don't miss out on this heartwarming and insightful discussion! The full episode is dropping tomorrow.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get e...
Dec 10, 2024•1 min
Shoot Us A Message!Welcome back to another insightful episode of The Insurance Dudes! Today, we're pleased to introduce our exceptional guest, Khashayar Fadaie, a seasoned insurance entrepreneur with a fascinating journey from humble beginnings to industry success. In this episode, we delve deep into the themes of self-awareness, personal growth, and the mindset required for true success. Khashayar shares his profound insights on the importance of recognizing one's actions and behaviors, and ...
Dec 04, 2024•1 hr 11 min
Shoot Us A Message!Whether you're in the insurance industry or striving for personal growth, this episode is packed with wisdom that's sure to inspire and empower you on your journey. Tune in and let's elevate our consciousness together! The full episode is dropping tomorrow.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!🔗 https://www.skool.com/agenteliteGrab our newly released book at a discount!https://ln.run/02VKzThe In.....
Dec 03, 2024•49 sec
