The Insurance Dudes - podcast cover

The Insurance Dudes

The Insurance Dudes: Craig Pretzinger and Jason Feltmanwww.theidudes.com
New to the high-octane world of insurance agency ownership with The Insurance Dudes© ? Veteran who's looking to learn some new ideas? We started this journey in 2019, on the search for Hosted by industry veterans Jason Feltman and Craig Pretzinger, this podcast is your no-holds-barred guide to dominating the insurance game. With decades of combined experience and a track record of building some of the most successful agencies in the business, Jason and Craig are here to share their hard-won insights and proven strategies.
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Episodes

Traits You Control That Will Make You A Better Leader | Insurance Agency Playbook

Shoot Us A Message!Welcome to our latest podcast episode, where we dive into the key traits insurance agency owners can develop to become exceptional leaders. As an insurance agency owner, your leadership skills are vital for your team's success and the growth of your business.Unlock your leadership superpowers with these six game-changing traits that will transform you into a rockstar insurance agency owner! Attitude, empathy, work ethic, coachability, self-control, and energy are your secre...

Jun 21, 20237 min

What's Your Agency's Point? | Insurance Agency Playbook

Shoot Us A Message!Are you tired of working long hours as an insurance agent, only to find that your hourly rate doesn't match the effort you're putting in? Join Craig Pretzinger to learn more about the intriguing "P&C Agents Paradox."In this episode, Craig challenges the mindset of valuing endless hustle and encourages the shift toward strategic and long-term growth!If you're ready to break free from the chains of excessive work hours and start leveraging your time for maximum impac...

Jun 19, 202313 min

Surety Bonds and AI: Insider Insights Revealed with Jackson Cromer PART 2

Shoot Us A Message!Welcome to another episode of the “Insurance Dudes Podcast.”Join us as we learn to navigate the fascinating world of surety bonds and the game-changing potential of artificial intelligence (AI) with Jordan Cromer.We explore the intersection of AI and insurance as Jackson shares his insights on content curation, integrating AI-driven interfaces, and leveraging Chat GPT for streamlined processes. Unleashing the power of multimedia content, including videos, infographics, and ...

Jun 14, 202322 min

Surety Bonds and AI: Insider Insights Revealed with Jackson Cromer PART 1

Shoot Us A Message!Welcome to another episode of the “Insurance Dudes Podcast.”Join us as we learn to navigate the fascinating world of surety bonds and the game-changing potential of artificial intelligence (AI) with Jordan Cromer.We explore the intersection of AI and insurance as Jackson shares his insights on content curation, integrating AI-driven interfaces, and leveraging Chat GPT for streamlined processes. Unleashing the power of multimedia content, including videos, infographics, and ...

Jun 12, 202321 min

The Dip Vs The Cul-de-Sac | Insurance Agency Playbook

Shoot Us A Message!Welcome to another episode of the Insurance Dudes podcast. In this episode, Craig dives into a thought-provoking topic: when is it okay to quit? We've all been taught that leaving is not a great idea, but what if there are times when quitting is actually the right move and other times when we quit too soon?Craig introduces the concept of "the dip," as described by Seth Godin in his book of the same name. The dip refers to the phase where we start to lose momentum or enthusi...

Jun 07, 20237 min

The #1 Misconception of Growing Your Business And Why Most Don’t | Insurance Agency Playbook

Shoot Us A Message!🎙️ Welcome to the Idudes Podcast! In this episode, we tackle THE NO.1 MISCONCEPTION OF GROWING YOUR BUSINESS AND WHY MOST DON’T, as Jason Feltman takes the spotlight.💡 Join us as Jason dives deep into this crucial topic and sheds light on the biggest misconception that hinders business growth. Drawing from his extensive experience, he uncovers the reasons why many entrepreneurs and business owners struggle to achieve the level of success they desire.📋 Throughout the episode...

Jun 05, 20236 min

Are You Itching That Niche | Insurance Agency Playbook

Shoot Us A Message!Welcome to Podcast with your host, Craig! In this episode, we dive deep into the world of niche entrepreneurship, empowering aspiring and established entrepreneurs to unlock their full potential by specializing in their chosen fieldsJoin us on an enlightening journey as we explore the transformative impact of carving out a unique niche in the dynamic business landscape. Through insightful discussions and practical tips, Craige will be your guide, providing valuable insights...

May 31, 20238 min

No Amount Of Success Can Compensate For Failure at... | Insurance Agency Playbook

Shoot Us A Message!"No Amount of Success Can Compensate For Failure At Home" delves into the deceptive belief that achievements in one aspect of life can make up for shortcomings within the home. This captivating title serves as a reminder of the vital balance required between personal triumphs and cultivating strong relationships within the family unit. Jason Feltman discusses the importance of keeping a balance and redefining the true meaning of success. The importance of striking a ba...

May 29, 20238 min

My Top 5 Tips After Years Of Running A Multimillion Dollar Sales Team | Insurance Agency Playbook

Shoot Us A Message!Tune in as Jason Feltman shares his top 5 tips to run a sales team after running a multi-million-dollar sales team himself!Jason talks about becoming a cheerleader for your team, understanding the power and impact of numbers, paying attention to team chatter, focusing on process over your emotions, and most importantly, practicing humility.Listen to the Idudes Podcast now and get the most practical insights and valuable guidance to maximize the performance of your sales tea...

May 24, 20239 min

Scale Your P&C Agency | Insurance Agency Playbook

Shoot Us A Message!Welcome to another episode of the Insurance Dudes podcast!This is the third and final episode of the series “How to Scale Your Insurance Agency Without Losing Your Sanity.”Join the Insurance dudes as they cover the last of the great advice for scaling your agency and keeping your sanity.Craig talks about goals and how to systematically break them down into smaller pieces, how to effectively communicate those goals, and music more!Join and learn the importance of diversifyin...

May 22, 20239 min

3 More MUSTs P&C Agents Shouldn't Skip Or Else 😖😖🤮 | Insurance Agency Playbook

Shoot Us A Message!Welcome to another episode of the Insurance Dudes podcast!This is a continuation of our episode “How to Scale Your Insurance Agency Without Losing Your Sanity.”Join us as we dive deeper into the essential elements of creating a positive and effective work environment and the importance of effective communication among the team to avoid conflicts and resentment.Craig Pretzinger and Jason provide their valuable insights on how to set clear and acheivable goals and easy ways t...

May 17, 202312 min

How to Scale Your Insurance Agency Without Losing Your Sanity | Insurance Agency Playbook

Shoot Us A Message!While there is a lot of excitement that comes with running an agency, there are challenges too.But worry not!In this podcast, Craig Pretzinger talks about 3 things that can help you scale your business and also keep your sanity.Creating efficient systems and processes: you have to learn how to streamline your processes and simplify your tasks by automating them.Delegate your tasks: you have to make sure you divide the tasks among your team.Use CRM: use a good and efficient ...

May 15, 20235 min

10 Reasons Why Salespeople Suck At Sales And How To Fix 9 Of Them | Insurance Agency Playbook

Shoot Us A Message!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive.&nbs...

May 10, 202313 min

The #1 Skill In All Businesses | Insurance Agency Playbook

Shoot Us A Message!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive.&nbs...

May 08, 20236 min

The Winning P&C Insurance Team | Insurance Agency Playbook

Shoot Us A Message!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive.&nbs...

May 03, 20238 min

Agency Blueprint - Max Internet Lead Conversion | Insurance Agency Playbook

Shoot Us A Message!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive.&nbs...

May 01, 20238 min

3 Things The Future Of Successful Leadership Will Embrace That Poor Leadership Misses | Insurance Agency Playbook

Shoot Us A Message!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive.&nbs...

Apr 26, 20237 min

How to Retain Clients - Proven Strategies for Property and Casualty Insurance Agencies | Insurance Agency Playbook

Shoot Us A Message!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive.&nbs...

Apr 24, 20237 min

Jamie Bragg's Biggest Jawdropping But Jovial Dialogue PART 2

Shoot Us A Message!In this very fun discussion, we go over the good, the bad and the ugly of running an agency.From Jamie’s journey to highlighting the importance of recruitment, pricing, sales, value generation and culture cultivation. We cover it all!KEY DISCUSSION POINTS:Using platforms to stay connected: In this technologically advanced world, keeping up with connectivity is important. Jamie tells us how his agency uses Slack and truly loves it.Recruitment and training: It is integral to ...

Apr 19, 202321 min

Jamie Bragg's Biggest Jawdropping But Jovial Dialogue PART 1

Shoot Us A Message!In this very fun discussion, we go over the good, the bad and the ugly of running an agency.From Jamie’s journey to highlighting the importance of recruitment, pricing, sales, value generation and culture cultivation. We cover it all!KEY DISCUSSION POINTS:Using platforms to stay connected: In this technologically advanced world, keeping up with connectivity is important. Jamie tells us how his agency uses Slack and truly loves it.Recruitment and training: It is integral to ...

Apr 17, 202321 min

Top 10 Essential Property and Casualty Insurance Tips for New Agency Owners | Insurance Agency Playbook

Shoot Us A Message!In this episode, I’m going to discuss the power of thank you in sales. Want to grow your P&C Agency? Practice saying thank you!!! Gratitude is the secret weapon in your sales arsenal that can increase your client retention and maximize sales potential. It's not just about saying thank you - it's about practicing it in a meaningful way. From simple gestures like handwritten notes to appreciation gifts, there are many ways to show your clients that you appreciate the...

Apr 12, 202310 min

Free Marketing - Show Gratitude to Your Insurance Customers | Insurance Agency Playbook

Shoot Us A Message!In this info-packed podcast, Jason shares his views on the most essential tricks for property and casualty insurance, targeting new and old agency owners who might be looking to step up their game.Key discussion points:The hiring and firing proces:. A quick and simple overview of the importance of hiring the right kind of people for your agency.Sales: The emphasis on the importance of looking after your sales as an agency owner, you’re the conductor of the orchestra. ...

Apr 11, 20238 min

Matt Sutika's Magically Marvelous Surreal Successful PART 2

Shoot Us A Message!In this episode, we are going to talk about Insurance, AI, and Tech. Will AI take over Insurance? See what Matt Sutika has to say about this. A discussion about how artificial intelligence is impacting the insurance industry. Is Insurance Simple? Insurance is often perceived as a complex industry. However, that’s not the case. If a customer requires internet leads, provide them with what they ask for. Ending with Matt’s Advice; It’s not to make it through in insurance...

Apr 05, 202326 min

Matt Sutika's Magically Marvelous Surreal Successful PART 1

Shoot Us A Message!In this episode, we are going to talk about Insurance, AI, and Tech. Will AI take over Insurance? See what Matt Sutika has to say about this. A discussion about how artificial intelligence is impacting the insurance industry. Is Insurance Simple? Insurance is often perceived as a complex industry. However, that’s not the case. If a customer requires internet leads, provide them with what they ask for. Ending with Matt’s Advice; It’s not to make it through in insurance...

Apr 03, 202325 min

Marketing Your P&C Agency | Insurance Agency Playbook

Shoot Us A Message!In this episode, I’ll show you how I discovered a few ways that have helped us and others to increase client retention. Want to know how to make your clients stay in your agency? This episode is for you. From Maintenance Marketing to using courtesy as a strategy to retain clients. If you are an agency owner, this episode is a must-listen for you.Highlights:0:51- the Tiffany’s Story 2:56- Courtesy & Business? OR Businesses Lack courtesy 4:10- Maintenance Market...

Mar 29, 20239 min

5 Reasons Why Agents Leave Your Insurance Agency | Insurance Agency Playbook

Shoot Us A Message!In this episode, I’ll discuss 5 Powerful tactics to Level Up your agency. Your agency is your stopping point.Are you ready to take your business to the next level? If so, this playbook is for YOU. Make your agency stand out with a Clear Vision, Growth Strategies, and Consistent Appreciation. Stick with me till the end for the major reveal. Highlights 1:14 Create Core Values 3:28 Value Growth 4:22 Appreciation goes a long way5:14 Invest in your agenc...

Mar 27, 20237 min

Victor Figueroa Victorious Fulfilling Fabulous Venture PART 2

Shoot Us A Message!Get ready for an exciting episode, as we welcome Victor Figueroa to the show! With 10 years of experience in the insurance industry. Victor has knowledge and insights of becoming a successful Insurance owner.We deep dive into his life journey, from growing up in Anaheim to carving out a successful career in the Insurance Business. It was hard work, consistency, discipline and luck that flipped victor from a smoked guy to Gentle men. Victor gives us a sneak peek into th...

Mar 22, 202329 min

Victor Figueroa Victorious Fulfilling Fabulous Venture PART 1

Shoot Us A Message!Get ready for an exciting episode, as we welcome Victor Figueroa to the show! With 10 years of experience in the insurance industry. Victor has knowledge and insights of becoming a successful Insurance owner.We deep dive into his life journey, from growing up in Anaheim to carving out a successful career in the Insurance Business. It was hard work, consistency, discipline and luck that flipped victor from a smoked guy to Gentle men. Victor gives us a sneak peek into th...

Mar 20, 202327 min

The Hardest Step To Free Yourself In Your Insurance Agency | Insurance Agency Playbook

Shoot Us A Message!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive.&nbs...

Mar 14, 20235 min

Sethe Smith’s Sacrificial but Smart Strategic Journey PART 2

Shoot Us A Message!In this episode, we have Sethe Smith with us. Sethe has been in insurance for the past decade. He shares his journey with us and how he stepped in the insurance world.If you are new to insurance, Seth’s journey would be a great help to you. He discusses strategies and tactics to attain success in the insurance business. Keep your notepads and pens in your hands and note down Sethe’s top tactics to attain success in the insurance business. Highlights:10:00 Sethe’s Appr...

Mar 08, 202319 min
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