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Leveraging Technology and Supporting Teams in a Rapidly Changing Environment
The Insurance Dudes
October 15, 2025
Today In 5 Minutes Or Less (TLDR):
🔒 Uniting Stability and Adaptability: Navigating Change in Insurance 🔒
Dear Insurance Champions,
In a world where technology and the business landscape are rapidly evolving, staying ahead of the curve has never been more critical. Adapting to change while maintaining stability has become a balancing act. As we navigate these dynamics, let's explore some key takeaways that can help us embrace change and lead our teams and clients with confidence.
Embrace Technology in Your Agency:
Leverage the power of technology to streamline processes and enhance customer experience.
Invest in digital tools and platforms that can automate routine tasks, freeing up time for more impactful client interactions.
Support Your Team Through Change:
Communicate openly with your team about new technologies and industry shifts, ensuring they feel equipped and supported throughout the transition.
Provide training and resources to empower your team to embrace change and serve clients effectively in the evolving landscape.
Empathize with Clients' Uncertainty:
Acknowledge that clients may feel intimidated by new insurance processes and technologies.
Communicate with empathy, reassuring clients that despite the changes, their needs and concerns remain your top priority.
Cultivate Stability Amidst Uncertainty:
Establish a firm foundation within your agency, promoting stability and trust to counteract the instability that change can bring.
Foster a culture of resilience and adaptability, while assuring both your team and clients about the unwavering commitment to their well-being.
As insurance agents, it's our responsibility to navigate change with resilience and lead our teams and clients through every unfamiliar journey that lies ahead. By embracing technology, fostering stability, and empathizing with those impacted by change, we can elevate the insurance experience and build lasting trust.
Stay tuned for more insights and practical strategies to navigate the ever-changing insurance landscape.
Keep pushing, keep caring, and success will follow.
Craig Pretzinger and Jason Feltman
The Insurance Dudes! 🚀
Else in a way that's like don't worry about it, everything's cool, we got it. And keeping those two elements kind of separate almost
Jason Feltman
Failing Forward, Smart Hiring, and Sales Team Secrets
When I took over the agency, I thought I could do it all. Honestly, I went in cocky. I figured I’d done every job before, worked every customer service headache, closed every sale, managed every file, and kept the lights on. How different could it be to just “handle it myself” for a year or two? Reality hit fast and hard: running the show solo just isn’t sustainable. Not if you want to grow. Not if you eventually want your sanity back. And definitely not if you want to build something that lives beyond your personal hustle.
The pressure? It’s real. When you’re the one responsible for your family’s livelihood—especially when you’re the only income—there’s no room to fall apart. That pressure can either wear you down or turn into fuel if you let it. What I learned is that the pressure is normal; the insanity of juggling everything in the early years is normal. But you can’t let that become your permanent business model.
I didn’t have the funds to really invest in a salesperson at first. My head told me, “You can’t afford it.” The numbers scared me. But I forced myself to step back and do the math—not the emotions, not the fear, just the real math of what growth costs and what it pays back. Sure, hiring meant eating a few lean months, knowing the return wouldn’t be immediate. But the minute I embraced that leap—delayed the gratification a little longer, trusted the process, and started building a real team—everything shifted. My team began to bring in bigger numbers; our best months happened when I stopped trying to control every little thing and started trusting others to step into their roles.
Delayed gratification is the name of the game for business owners. If you want to grow, you have to invest—sometimes before you feel ready. You’ve got to push through the fear, operate from faith in your vision, and remember: every hard decision is just another brick in the foundation of the agency you’re building. Don’t make decisions out of fear, don’t pay yourself first, and don’t get stuck believing you have to do it all, forever. The ROI comes when you plan, take smart risks, and give yourself permission to grow.
Around The Web 🌎
The YouTube 🎥
We had the pleasure to sit down with the owner of Hitchcock Insurance Group, Kathy Hitchcock. She started her career in sales and eventually transitioned to insurance, which in her case is super cool because generations of her family have been working in insurance!
Kathy is smart, talented and with more than 13 years of experience under her belt, she has no plans of stopping. Tune in, and learn a thing or two from her!
This Week On The Podcast 🎧
 | We down with Cassidy Arbeli, a powerhouse agency owner whose journey is as inspiring as it is unconventional. Raised by entrepreneurial parents and equipped with a natural flair for business, Cassidy shares how she transformed her insurance career from humble beginnings with a newborn in tow to a multi-business owner, coach, and advocate for women in the industry. Cassidy opens up about the real challenges insurance agents face, from the gap in business education to the importance of building strong agency culture and the value of putting systems in place to gain real freedom. She talks candidly about what it was like to walk away from a successful captive agency to launch her own independent venture, and how that leap of faith led to even greater success and fulfillment. |
We put together a free book and checklist to grow your insurance agency 👉 Here
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