Today In 5 Minutes Or Less (TLDR):

• 🔒Stop Chasing “Crap Leads” – Build a Process that …

• The Importance of Lifetime Value for Insurance Age …

• 🔴 SPECIAL LIVE EVENT

• Around The Web 🌎

🔒Stop Chasing “Crap Leads” – Build a Process that Multiplies Your Money! 🔒

Dear Insurance Champions,

Let’s get real for a second. Everyone loves to complain about bad leads. “These internet leads are garbage.” “Nobody picks up.” “It’s impossible to get appointments.” But here’s a truth bomb: The best leads on earth won’t save you if you don’t have a process.

Ready to stop wasting money and start multiplying it? Here’s what The Insurance Dudes have seen work over and over.

1. Shatter the “Lead Problem” Myth

• The #1 excuse in insurance: “My leads are crap.”

• The REAL problem? No process, sloppy follow-up, and assuming things will just fall into place.

• It’s not about the source. It’s about what you do after that lead lands in your database.

2. Build a Process Before You Stack More Leads

• Buying more leads before you have follow-up systems is like pouring water into a leaky bucket.

• Map out: What happens the second a lead hits your inbox? Who calls, texts, emails, and how many times?

• Make your workflow systematic—don’t leave it up to the mood of your team or “catching someone at the right time.”

3. Master the Law of Large Numbers

• Here’s the data from the trenches:

  • 1-3% of ANY database will be open to a quote at any time—online leads, referrals, your Aunt Sally, it doesn’t matter.

  • Want 10 quotes this week? Get 1,000 in your database and work them consistently.

• Don’t get romantic about lead sources. Get obsessed with numbers and follow-up.

4. Attack the Low-Hanging Fruit

• Before you drop a dime on more leads:

  • Scrape your CRM and export a list to work.

  • Use Facebook’s “Recommendations” search—find people in your network already looking for insurance, for free.

  • Rework your old quotes and x-dates—with automation, text, and email, not just calls.

5. Ditch Busywork. Track Results Instead.

• Alphabetizing paper leads isn’t prospecting—it’s hiding from productive work.

• Measure what matters:

  • How many calls per lead?

  • How many touches before appointments?

  • What’s your real quote rate? Close rate?

• If you can’t track, you can’t grow.

6. Upgrade Your Lead Handling with Automation

• Stop expecting your team to remember every follow-up. Set up automated drips, reminders, and pipelines.

• Whether it’s via a marketing platform or a good old spreadsheet, make sure every lead gets touched multiple times by your system.

• Don’t just work IN your agency—work ON the machine that feeds you sales.

7. Become a Value Seller, Not a Price-Matcher

• Most consumers only talk about price because every agent they’ve met only sells on price.

• Your job: Flip the conversation. Build value, educate, and drive the sale to what sets you apart.

• If you default to price, you’ve already lost.

Let's Get to Work

Stop chasing the unicorn lead. The fortune is in the process.

Print this out. Make a checklist. Dedicate an hour today to tighten your follow-up and database. Your future (and your bank account) will thank you.

You’ve got this! Remember, the fastest path to profitable growth is to stop guessing and start acting like those billion-dollar companies, by investing smart, measuring right, and pouring gas on what works.

Craig Pretzinger and Jason Feltman

The Insurance Dudes! 🚀

The Importance of Lifetime Value for Insurance Agents

Hey there, fellow insurance champions. Let's get down to brass tacks about something that's going to change the game for your agency: Lifetime Value (LTV) of a customer. Now, stick with me because understanding this concept is going to unlock some serious potential for you.

First off, we need to understand what LTV really means. It's the total revenue a client is going to bring to your agency over the entire time they're with you. It's not just the one-time sale when they first come on board; it's every renewal, every cross-sell, every opportunity that comes your way because they're in your book of business.

Here's how you calculate it: Take your initial commission from a new sale, let's say it's 15%. Now, figure out what your renewal commission is, maybe it's 10%. You'll also need to know your retention rate. If your retention rate is 80%, you're looking at about four renewals for that client. Simple math says, if you get $100 from initial sale and $80 from each of the four renewals, that's a total of $420 over the lifetime of that client.

Why is this so crucial? Because it informs your marketing spend. Let's say your LTV is $1500. You now know you can spend up to that amount acquiring a new customer and still be in the black. Most agents get skittish thinking about spending big on marketing because they're only looking at the short-term picture. The key takeaway here is that LTV shifts your focus from short-term costs to long-term gains.

In our business, speed is king. You want to grow quickly and efficiently. If you understand your LTV, you can pour more money into marketing without fear. This means faster growth, and faster growth means you’re building wealth more quickly. Without this game-changing metric, you're just throwing money into a black hole and hoping for the best. Trust me, you don't want to be in that position.

So, keep your eyes on the big picture. Start using LTV as your guide. It’ll help you forecast better, spend smarter, and ultimately grow your agency into the powerhouse it deserves to be. And hey, if you found this nugget useful, you know what to do – share it around so everyone gets on board with smarter business strategies. Keep selling, keep growing, and keep those calculators handy!

🔴 SPECIAL LIVE EVENT

The Future of Insurance: What Troy Korsgaden Learned from the Industry’s Top Carriers

Troy Korsgaden has spent decades advising top insurance carriers. Now he’s sharing insider insights to help agencies thrive in 2025 and beyond.

🎯 What You’ll Learn:

✅ Shifts happening at the carrier level—and how they impact your agency

✅ The "ecosystem" growth strategy elite agencies use

✅ Why some models won’t survive the next 24 months

✅ What top carriers expect from their best agency partners

🎤 Hosted by:

Jason & Craig – The Insurance Dudes

With guest Troy Korsgaden – Global Strategist & Author

✅ Save Your Spot:

Seats are limited. Register now to stay ahead of the curve.

Around The Web 🌎

The YouTube 🎥

We had the pleasure to sit down with the brilliant Cassidy Arbeli, owner and CEO of The Arbeli Group Inc. She also works as an expert consultant to help other female entrepreneurs thrive.

This Week On The Podcast 🎧

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