Today In 5 Minutes Or Less (TLDR):

• 🔒 Why Insurance Still Feels Like 1987 (And What Y …

• Five-Part Process to Fix Insurance Hiring and Buil …

• Around The Web 🌎

🔒 Why Insurance Still Feels Like 1987 (And What YOU Can Do About It) 🔒

Dear Insurance Champions,

Here’s the deal, you can’t build a future-proof agency with 1980s thinking and 300-year-old rules. Most agents are running with tech and processes designed before the iPhone (or even the personal computer!) existed. Meanwhile, the world outside is changing at an exponential curve. If you feel like you’re stuck in the paper-map era, you’re not alone.

Here’s what we’ve seen (and what you can do right now):

Why Insurance Moves at a Snail’s Pace (and How to Get Unstuck):

• Legacy tech is the anchor holding most carriers and agencies back. Those mainframe systems weren’t built for the streaming-data, IOT world we operate in today.

• Conservative culture protects profits… but also blocks innovation. Most of the top 10 P&C carriers were founded before WWII, “radical” ideas get left at the door.

• Regulatory handcuffs = slow change. If you mess up a core system, you blow up your business. Caution is necessary, but don’t let it be your excuse.

What You Can Do (Before Your Competition Beats You To It):

• Ditch Data Entry, Embrace Digital

  Automate every step possible , from quote requests to claims follow-up. Don’t just digitize forms, rethink the whole process. (If your team’s still double-entering info, you’re burning cash.)

• Use Mixed Channels Like Your Clients Do

  Your prospects live online AND offline. Use Facebook Ads, AdWords, and digital funnels to supplement boots-on-the-ground tactics. Let inbound leads find you while you sleep.

• Challenge Every “That’s How We’ve Always Done It”

  Every legacy process is up for grabs. Ask: is this a paper map or GPS? If there’s a digital shortcut, take it.

• Don’t Fear Tech, But Don’t Chase Every Shiny Object

  Vet new InsureTech like you’d vet a winter storm, know the risks and the upsides. Focus on ROI and what’s real for YOUR agency, not buzzwords.

• Build Innovation Into Your Weekly Routine

  Carve out time every week to review tech, train your team on something new, or experiment with a process. Make innovation a discipline, not a hobby.

Bonus, Adapt or Die, Brother:

There’s no Uber moment for insurance yet, but it’s coming. If you keep thinking “it won’t affect me,” you’ll get blindsided. The most dangerous thing you can do is assume tomorrow will look like today.

Quick Wins To Implement THIS WEEK:

• Audit your top 5 most manual processes (lead intake, quoting, claim intake, renewals, onboarding). Pick ONE to automate with simple tech (think online forms, e-sign, or workflow tools).

• Schedule a 30-min team huddle: Ask “What’s one thing that’s driving you nuts we could fix with tech?” Prioritize the answers.

• Spend 15 minutes exploring a new marketing channel, Instagram, YouTube, Google Ads. Set up a micro-test with $20.

• Stop cold, look at your tech stack. If you’re tied to a system “because it’s always been there,” research a replacement. Even just understanding your options will make you smarter.

Here’s Our Challenge:

Comment if you’ve wasted hours on a legacy process, or DM us your biggest tech pain in the agency. What’s your Cost Per Sale? Still under 30% contact rate? Let’s fix it.

Adapt, improve, and always challenge the status quo , because the insurance world isn’t waiting for you to catch up.

Craig Pretzinger and Jason Feltman

The Insurance Dudes! 🚀

Five-Part Process to Fix Insurance Hiring and Build a Predictable Sales Machine

If you’ve been feeling stuck because sales candidates keep ghosting your interviews, or you just can’t get the right people through the door, there’s something way bigger at play in your agency than you might realize. It’s not about that one interview, or even the resume quality. It all comes down to approaching your whole insurance sales machine as a system, and talent acquisition is only a piece of the puzzle.

Imagine running at a hundred percent in every single area but hiring, or, flip it, spending all your energy finding the “perfect” person, while ignoring what happens once that person walks in the door. The truth: If you’re not optimizing all five areas, lead acquisition, lead activation, sales conversion, sales optimization, and talent acquisition, you’re going to limp along, and it’s going to cost you, not just in cash, but in time, stress, and real opportunity.

The magic is in the balance. You can get to 80% in all five, and you’ll smoke the version of yourself who tries to get to 100% in just four. Agencies stall out when they focus too much on perfecting one part of the process before they’re even decent in another. I’ve fallen into that trap myself. That’s when the no-shows happen, the turnover explodes, and before you know it, you’re hustling to fill gaps you didn’t see coming.

When we finally got real about our talent acquisition process, upping base salary to attract higher-caliber folks, investing in leads for our team, throwing in a few spiffs and ways to keep people motivated, the difference was night and day. Instead of burning people out dialing dead-end lists on a tiny base, we offered them a real runway. Average producers stuck around longer, wrote more business, and created real, measurable value over time.

What blew my mind was running the numbers: a $40K-per-month producer with the right comp plan and support could create nearly a million in premium in two years, and over $400K in revenue, leaving us with $49K in lifetime value to the agency, compared to just $16K using our old penny-pinching approach. And the best part? Employees were happier, more productive, and blowing past every expectation we’d set.

If the interview calendar looks empty, zoom out and look at the whole playbook, not just the hiring page. Talent acquisition only works when it sits in the right system, supported, invested in, and built for long-term wins on both sides of the table. That’s how you break the “crickets at interview time” curse for good.

Around The Web 🌎

The YouTube 🎥

We dive into the hard truths most agencies avoid, why organic growth is dying, why marketing isn’t optional anymore, and why patience is the real superpower behind every long-term win.

From the 90-day doubt phase to the hockey-stick breakthrough, this conversation breaks down how consistency, strategy, and real brand building create momentum that ads alone can’t.

This Week On The Podcast 🎧

We put together a free book and checklist to grow your insurance agency 👉 Here