Shoot Us A Message!Welcome back to another exciting episode of the playbook. This time the dynamic duo is here with Tony Canas, a young insurance nerd and a blogger, and they talk about the challenges and opportunities of recruiting and retaining millennials in the insurance industry.The discussion kicks off with a strong focus on the importance of providing clear career paths within insurance agencies. The hosts stress that offering opportunities for growth and development is essential, espe...
Oct 04, 2023•30 min
Shoot Us A Message!Welcome back to another exciting episode of the playbook. This time the dynamic duo is here with Tony Canas, a young insurance nerd and a blogger, and they talk about the challenges and opportunities of recruiting and retaining millennials in the insurance industry.The discussion kicks off with a strong focus on the importance of providing clear career paths within insurance agencies. The hosts stress that offering opportunities for growth and development is essential, espe...
Oct 02, 2023•30 min
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...
Sep 27, 2023•17 min
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...
Sep 25, 2023•13 min
Shoot Us A Message!Welcome back to another episode of the playbook with the Insurance dudes! This time the dynamic duo interviews Dr. Lori Morocco, an expert in coaching and insurance, as she shares her journey and expertise, emphasizing the vital role of effective communication and conflict resolution skills not only in insurance but as essential life skills!The episode revolves around motivating clients and maintaining commitment, focusing on small, consistent steps toward goals. Also addre...
Sep 20, 2023•22 min
Shoot Us A Message!Welcome back to another episode of the playbook with the Insurance dudes! This time the dynamic duo interviews Dr. Lori Morocco, an expert in coaching and insurance, as she shares her journey and expertise, emphasizing the vital role of effective communication and conflict resolution skills not only in insurance but as essential life skills!The episode revolves around motivating clients and maintaining commitment, focusing on small, consistent steps toward goals. Also addre...
Sep 18, 2023•22 min
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...
Sep 13, 2023•8 min
Shoot Us A Message!Welcome back! In this episode of the playbook Craig and Jason sit down together after a long time and talk about the biggest mistake insurance professionals might be making!The hosts emphasize that one of the most significant blunders in the insurance world is the tendency to exert excessive control over every aspect of the business. They discuss how micromanagement can actually end up being counterproductive!Jason and Craig also discuss the significance of consistency and ...
Sep 11, 2023•8 min
Shoot Us A Message!Welcome back to another episode of the playbook with the Insurance Dudes! Today we delve into the often underestimated but transformative power of empathy in the insurance sector, featuring the remarkable journey of Dr. Nicole Price, a renowned expert on empathy, as she shares her evolution from an engineering background to becoming an empathetic leader and advocate. Dr. Price's personal anecdotes illustrate the profound impact of empathy, tracing back to her mother's selfl...
Sep 06, 2023•29 min
Shoot Us A Message!Welcome back to another episode of the playbook with the Insurance Dudes! Today we delve into the often underestimated but transformative power of empathy in the insurance sector, featuring the remarkable journey of Dr. Nicole Price, a renowned expert on empathy, as she shares her evolution from an engineering background to becoming an empathetic leader and advocate. Dr. Price's personal anecdotes illustrate the profound impact of empathy, tracing back to her mother's selfl...
Sep 04, 2023•25 min
Shoot Us A Message!Get ready to learn marketing on a budget with the insurance dudes!In this episode of the playbook, Jason discusses cost-effective strategies for Insurance domination with an emphasis on consistent lead buying, enhanced conversions, effective follow-ups, maximizing policy sales, and boosting client retention.Jason addresses the notion of consistently buying leads and the importance of small, daily lead purchases for establishing a consistent and efficient sales machine. He a...
Aug 30, 2023•7 min
Shoot Us A Message!Clients! That’s what you have to call them, they aren’t customers, they’re clients!Tune into this very insightful episode of the playbook! Today Jason Feltman discusses the effective sales strategies tailored for the insurance sector specifically.Advocating for establishing genuine connections with clients, Jason stresses the necessity of understanding your clients before launching into product details. By doing so, agents can avoid overwhelming their clients with irrelevan...
Aug 28, 2023•6 min
Shoot Us A Message!Tune into another captivating episode of the playbook, this time, Jason Feltman takes a peek into the world of customer retention strategies!Jason unveils the secrets to maximizing client loyalty and keeping your agency thriving, with emphasis on the value of genuinely caring about clients and forming meaningful connections by taking note of personal details and interests. Jason stresses the role of insurance agents as consultants, sharing insights and advice beyond insuran...
Aug 23, 2023•5 min
Shoot Us A Message!Tune in for another info-filled episode of the playbook and learn how you can avoid these 7 mistakes and maximize sales at your agency.This time Jason talks about 7 key elements agencies miss out on, whether it is the missing piece in hiring the right agent or not coaching your team accountability, he covers it all!Learn the significance of connecting insurance solutions with your individual customer needs and the key value of humanizing your sales process so you can cultiv...
Aug 21, 2023•6 min
Shoot Us A Message!Welcome to another episode of the playbook, this time Craig discusses the fourth pillar of the ever-so-important 5 Ps, the processes! And how their implementation can create a significant and solid foundation for your agency to support a high-powered offense and achieve success in the insurance industry. Defined as the way things are done in a business to improve organization and prevent chaos and inefficiency, processes are extremely essential for the scalable growth ...
Aug 16, 2023•17 min
Shoot Us A Message!Join in for the latest episode of the playbook, today Craig Pretzinger talks about the crucial aspect of running a successful agency, The People!Learn the strategies that can lead to heightened employee retention and a positively cultivated company culture.Uncover the significance of employing structured interviewing techniques that accurately assess candidates' alignment with the agency's values and principles, and the vital role that aligning the agency's purpose and core...
Aug 14, 2023•16 min
Shoot Us A Message!In this episode of "The Insurance Dudes" playbook, Craig delves into the significance of principles for your insurance agency. Principles, also known as core values, serve as guiding lights that must be strictly adhered to for your agency to thrive.Craig emphasizes the importance of living these principles and making decisions based on them, rather than solely focusing on individuals. He shares personal experiences of big corporations where core values were displayed but no...
Aug 09, 2023•13 min
Shoot Us A Message!Join us as Craig Pretzinger discusses the first "P" in his framework for agency success - Purpose!Craig emphasizes the importance of having a clear purpose, which is the reason why the agency exists and the unique value it brings to its clients. Purpose acts as the guiding light for decision-making and culture-building within the agency. The host also touches on the impact of a well-defined purpose on attracting clients and employees who resonate with the agency's mis...
Aug 07, 2023•11 min
Shoot Us A Message!Welcome to the Agency Playbook, In this episode, we focus on the critical topic of ego and its role as the primary obstacle hindering agents from effectively implementing the five Ps.Ego, fueled by a "my way or the highway" mentality, significantly hampers growth and performance in agencies. It operates as a protective mechanism, keeping us in our comfort zones, fearful of failure and change, thus impeding progress. Another challenge is avoiding responsibility, particularly...
Aug 02, 2023•17 min
Shoot Us A Message!Welcome to another episode of the playbook! In this episode, Craig Pretzinger dives deep into the framework of a successful agency with the 5 Ps!Purpose, being the reason why the agency exists, principles act as guiding lights, ensuring ethical behavior and aligning with the agency's purpose. Next is people and then processes followed by the last P which is performance.Craig reflects on how these five Ps, combined with their Telefunnel strategy, contributed to their remarka...
Jul 31, 2023•18 min
Shoot Us A Message!Craig Pretzinger is back with another insightful episode! This time he discusses the concept of achieving agency freedom and emphasizes the need for agency owners to build a successful and self-sustaining agency. He delves into the changing insurance landscape, explaining why the old ways of agency freedom no longer work. Craig also talks about the importance of focusing on growth and investment, not just immediate income, to create long-term equity in the agency, and intro...
Jul 26, 2023•11 min
Shoot Us A Message!In the final episode of his detailed 8-part series of P&C insurance sales script, Jason discusses the effective ways to handle objections, as they occur in about 90% of the sales calls. Jason suggests getting your sales team involved in the process by having them contribute to the objection list and discussing how they would handle each objection. He also stresses the importance of being passionate about the product and service you are selling. And showing genuine care ...
Jul 24, 2023•16 min
Shoot Us A Message!Welcome back to The winning P&C Insurance sales Script! In this episode, Jason Focuses on building “the connection” and emphasizes establishing a genuine bond with potential clients for sales success.He covers a lot of ground by discussing how to move beyond taking orders and actually doing something that is more than collecting data.Jason talks about how important utilizing the power of “work, family, and fun” is in the conversation and thoroughly discusses the idealog...
Jul 19, 2023•11 min
Shoot Us A Message!Join us for another episode of the Insurance Playbook, where Jason Feltman shares the "What How Story Tie Down" method to effectively explain coverages to clients. By simplifying complex terms and providing relatable scenarios, agents can engage prospects and elicit their active participation. Building a persuasive close and confidently asking for the sale are key elements to ensure a successful proposal. Jason advises agents to be direct and avoid wasting time, and for age...
Jul 17, 2023•6 min
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...
Jul 12, 2023•11 min
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...
Jul 10, 2023•7 min
Shoot Us A Message!Welcome back to another exciting episode of "Insurance Mastery"!In Part 3 of the series "How to Track P&C Insurance Leads," dive deep into the essential track sheet that every agent needs.In a competitive industry like insurance, it's crucial to find ways to stand out from the crowd. Explore how you can differentiate yourself from other agencies and create a unique selling proposition. From crafting your elevator pitch to building authentic connections with clients, Jas...
Jul 05, 2023•14 min
Shoot Us A Message!In this engaging episode, Jason Feltman dives into the topic of tracking sales agents in the competitive world of insurance sales. Highlighting the importance of tracking key metrics and implementing effective processes, Jason provides insights on how to maximize productivity and achieve consistent results. From the agent scorecard to the agent quote sheet, he shares valuable strategies to ensure optimal performance and successful lead management. Join Jason as he shares hi...
Jul 03, 2023•12 min
Shoot Us A Message!Join insurance sales expert Jason Feltman as he shares his proven strategies for selling Property and Casualty (P&C) Insurance in this engaging episode. Drawing from his experience in turning around a failing agency, Jason reveals the key challenges faced in sales and emphasizes the importance of providing exceptional value to customers.Jason takes you deep into the mechanics of the sales funnel, employing his renowned napkin tactic approach to simplify complex calculat...
Jun 28, 2023•14 min
Shoot Us A Message!Join Jason Feltman as he discusses the crucial concept of payoff vs. payout and its impact on the success of your insurance agency!Whether purchasing an agency or building it from scratch, there is a significant investment of money and effort involved, and the subscription model in insurance, with recurring revenue and additional commission checks from renewals, plays a pivotal role in this strategy. Jason emphasizes the importance of being realistic, modeling out the numbe...
Jun 26, 2023•9 min
