Today In 5 Minutes Or Less (TLDR):

• 🔒The Real Secret to Hiring Dialing Specialists Wh …

• The Secrets of Persuasion: How to Influence Custom …

• Around The Web 🌎

🔒The Real Secret to Hiring Dialing Specialists Who Deliver Results 🔒

Dear Insurance Champions,

It’s The Insurance Dudes here, and today we’re tackling something every sharp agency owner eventually wrestles with: how to hire and train effective dialing specialists without sinking your time—or your budget—into a black hole.

We’ve been through it all: the costly shortcuts, the DIY burnout, and the timeless lessons only painful missteps can teach. Want our hard-won hacks? Here are the principles you need to know to turn dialing into pure gold, without reinventing the wheel.

The Insurance Dudes’ Playbook for Elite Dialing Teams

1. Don’t Default to Cheap: Investment Mindset Wins

• The cheapest solution isn’t always the smart solution.

• Approaching hires and technology with a scarcity mindset leads to missed opportunities and lost revenue.

• Pay for speed, quality, and results: If a dialer or specialist is 3X more effective and costs a bit more—they’re worth every cent.

2. Outsource Intelligently (and with Oversight)

• Consider your options: In-house, giant call centers, or done-with-you outsourcing.

• Seek partners that provide not just talent, but management support (think: dialing managers who keep results on track without your constant involvement).

• Your #1 job? Free up your time for growth, not micromanagement.

3. Track the Right Metrics—Like a Pro

• Always measure by cost per sale and lifetime value, not just monthly expenses.

• World-class businesses pour fuel on what works; the right numbers show you where to SCALE.

4. Don’t Sacrifice Activity for “Savings”

• Cutting corners with cheap labor or tech often brings hidden costs—especially in time and lost sales.

• Prioritize consistent activity and system support over bare-minimum spend.

Action Steps for This Week:

• Audit your current dialing process: Are you trading time for pennies saved?

• Calculate your true cost per sale—including your own oversight time.

• Look for partners or tech that promise—and deliver—managerial support, not extra work for you.

• Reframe your budget conversations: What’s the lifetime value of a well-dialed lead?

• When something is working—double down.

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 Secrets of Persuasion: How to Influence Customers

Hey there, fellow insurance champions. Let's get real for a minute. Selling insurance can be tough. I mean, we're not exactly selling the most thrilling product in the world, right? But fear not, my friends. I've got some tips straight from the trenches to help you up your sales game.

First off, forget the word "customer" – they're our clients. Shifting your mindset can make a world of difference in how you approach and connect with them. It's all about them, not your product. Get to know their needs and concerns before bombarding them with policy details. Trust me, it pays off.

Next, let's talk stories. Insurance can be a snooze-fest, so liven it up with relatable, compelling stories. Connect your solution to their problem and make it stick. Remember, you're a connector – make those pieces fit together like Doc Brown's electrical wizardry.

Now, here's a shocker – people are more motivated by fear. But don't go scaring the living daylights out of them. Instead, talk about what to avoid and how your solution can help. It's all about conveying the benefits and addressing their fears, making the price less of a sticking point.

And lastly, share others' success stories. Nothing beats a good old fashioned tale of triumph. Whether it's a client who avoided disaster or found peace of mind, weave those stories into your conversations. It's like adding rocket fuel to your sales pitch.

So, there you have it, folks. The not-so-heartfelt lesson on how to persuade and influence your clients. Leave the sales pitch at the door and start having meaningful conversations. Educate, connect, and dominate those sales. Your agency's on the brink of something big – take these tips and run with them.

Now, go out there and crush it. You've got this!

Around The Web 🌎

The YouTube 🎥

We sit down with BJ Hill, who went from Division I basketball coach to building an $18M insurance agency in just 8 years.

This Week On The Podcast 🎧

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