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• 🔒Unlock Your Agency’s Potential: 7 Science-Driven …

• The Worst Question to Ask Clients When Selling Ins …

• 🔥 Coming Up: The Future of Insurance with Troy Ko …

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🔒Unlock Your Agency’s Potential: 7 Science-Driven Strategies for Insurance Success 🔒

Dear Insurance Champions,

Running an insurance agency isn’t just about following the rules or “selling protection”, it’s about breaking the mold, optimizing what matters, and thinking like an entrepreneur… or even a rocket scientist.

This week, we’ve distilled some power moves from the worlds of science, start-ups, and multi-million dollar consumer brands. Here’s how you can immediately level up your agency—real talk, zero fluff.

1. Treat Your Agency Like a Science Experiment

Forget gut feelings. Take the scientific method to work.

• Form a Hypothesis: Got an idea for a new sales script or campaign? Start small and test it.

• Measure the Results: Use data, track quotes, closes, and conversions.

• Iterate: Didn’t see improvement? Tweak one variable and try again.

2. Ditch Outdated Traditions

Don’t be like those old industries still using fax machines or repeating obsolete practices.

• Audit your processes. What are you doing because “that’s how it’s always been done”?

• Eliminate or modernize one outdated process this month.

3. Leverage the Power of Early Adopters

• Encourage your team to buy into new initiatives early. Recognize and reward those employees who help shape positive changes. They’ll become your agency’s champions.

4. Test. Learn. Pivot. Repeat.

• Launch new marketing ideas as small, safe “experiments.” If something works, double down. If not, move on without ego, the best entrepreneurs iterate, not stagnate.

5. Authenticity Over Perfection in Marketing

• People connect with PEOPLE, not logos. Try shooting a quick, raw video introducing yourself and your agency, no big budget, just your smartphone and your face.

• Avoid stock images and glossy, overproduced materials. Show your real office, your team, your passion.

6. Embrace Client Education

• Build trust by educating, not just selling. Email clients with simple insurance tips or record short explainer videos.

• Be the authority, not just a policy-pusher.

7. Calculated Risk is Key

• Don’t bet the farm on a hunch. If you want to try a new lead source, allocate a set budget and timeline. Analyze, then decide whether to scale or scrap.

Immediate Action Checklist:

• [ ] Pick one part of your business to treat like an experiment this week.

• [ ] Audit your workflows for “poop-dipping” processes (a little inside joke for you, if it stinks and doesn’t make sense, ditch it).

• [ ] Record and post an authentic intro video to social media.

• [ ] Brainstorm one client education piece you can share in your next review.

Remember: The world and insurance are changing. You can either keep dipping your agency in the same old mess, or step up and engineer a better future.

Craig Pretzinger and Jason Feltman

The Insurance Dudes! 🚀

The Worst Question to Ask Clients When Selling Insurance

Never ask your client, “So, you want an insurance quote?” It’s honestly the worst way to start. It’s like walking up to someone and asking if they want a root canal. Who wants that? Nobody wakes up in the morning thinking, “Man, I hope someone gives me an insurance quote today.”

Instead, we need to flip the whole approach. Think about those folks who used to sell vacuum cleaners door to door. They didn’t just knock and blurt out, “Hey, wanna buy a vacuum cleaner?” because, of course, that would get the door slammed in their face most of the time. They focused on getting in the house first, building some kind of connection, and creating a little bit of rapport. Only then could they even attempt to talk about their product.

It’s the exact same thing in insurance. Before you can help someone with coverage or present solutions, you’ve got to take a step back and establish at least a little trust and understanding. Jumping right in with an insurance quote is all about you and your need to sell something; it’s not about the client in front of you and what matters to them. That energy is easy for clients to spot and it’s what makes people shut down, get defensive, or just say no right away.

So, what should you do? Start with them. Ask questions that matter to the person, not your quota. Find out if they’re happy with their current situation. Dig into what frustrations or challenges they’ve had. Maybe they’ve had a bad claims experience, struggled with confusing policies, or just want to understand what they’re really paying for. Have a real conversation, and let your questions come from a place of genuine curiosity and interest in helping.

When you approach things this way, you break through that initial resistance and actually have a shot at making a difference for someone. People are way more likely to listen and open up when they feel you’re really listening and not just running a sales script. And that’s where the magic happens, not in the quote, but in the rapport you build at the very beginning.

This small shift makes all the difference. It’s what separates those who just “sell insurance” from those who actually help people protect what matters most to them.

🔥 Coming Up: The Future of Insurance with Troy Korsgaden

Want to know what top carriers are planning for 2025? Troy Korsgaden spills the secrets, what’s changing, what’s working, and what agencies need to do now to stay ahead.

🎯 Insider strategies. Carrier-level insights. No fluff.

🎤 Hosted by:

• The Insurance Dudes with special guest Troy Korsgaden

✅Limited spots—> save yours now!

Around The Web 🌎

The YouTube 🎥

Jackie Crane never planned to become an insurance agent - until she found herself elbow-deep helping a rancher deliver a calf during a policy pitch. That moment set the tone for a career that's taken her from New Mexico cattle ranches to the crab fishing capital of Alaska.

This Week On The Podcast 🎧

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