Today In 5 Minutes Or Less (TLDR):

• 🔒 The 100 Million Dollar Growth Blueprint (And Wh …

• The One Skill Insurance Agents Miss: How Client Ma …

• Around The Web 🌎

🔒 The 100 Million Dollar Growth Blueprint (And Why “Service-First” Is Killing Your Scale🔒

Dear Insurance Champions,

If you’re still selling and servicing from the same desk, you’re leaving millions on the table. Real talk: The agencies breaking out of the grind are doing three things differently, consistently, and with discipline.

Here are the non-negotiables pulled straight from an actual $100M book build:

1. The Lead Engine: Stop Chasing, Start Attracting

• Want 80%+ of your high-intent leads to come through warm partnerships? Build actual relationships with mortgage brokers, realtors, and COIs in your region, not just one-off meetings. Face-to-face wins in today’s digital age.

• 10 touches, not 1: Trust is built over months, not one visit. Show up, bring value, focus on their business, not yours. Track your “routes” like a true territory business.

• Teach your team the 90-day market development play, the goal is 7-10 referral leads per day (yep, per day).

2. Marketing Is Not Optional (And LinkedIn Crushes Facebook)

• Your brand is how you crush the competition. Daily posts. Relevant industry insights. Give before you ask.

• LinkedIn is where the B2B deals happen. Facebook is for birthdays and “anniversary” humblebrags. Choose ROI over dopamine.

• Consistency compounds, over a decade, your persistent brand feeds leads to your door.

3. Stop Asking Producers to Be Service Reps

• Segmentation is the name of the game. Hunters hunt. Service teams cook and clean up. If you’re still expecting producers to do E&O changes and rewrites, you’re killing their closing time and demotivating the A-players. Salespeople don’t want to do service, even if they say they will.

• Implement tech to automate routine requests, ID cards, policy docs, even claims initiation. If your clients still call you for an ID card, your app, process, or training needs a reboot.

• Use predictive hiring assessments for CSRs: Hire stability, not just licenses. A killer CSR is rarely the extroverted, commission-driven personality.

4. Always Be Cross-Selling, But Don’t Overcomplicate

• Bundling from the jump isn’t just higher LTV, it’s retention. Monoline = attrition.

• Don’t push life and commercial until you’ve mastered home/auto bundling. Departmentalize expertise; don’t expect one person to “do it all” and crush it.

5. Never Stop Marketing, Even When You’re Busy

• Market when you’re flush with business. Most agencies slack off when deals are flowing; that’s why their pipeline dies when the market cools.

• Out-of-sight, out-of-mind: Touch your top partners every single month, even when you’re booked solid.

Fast Action Checklist (Choose at Least ONE This Week):

• Schedule a 90-day LinkedIn posting calendar (post value, not sales pitches).

• Audit your producer calendar, get them OUT of service hell.

• Map out a “referral partner route” and commit to a minimum number of weekly visits.

• Shadow your service process, if a client calls for something tech can do, you need to fix it.

• Teach your team one new cross-sell script for bundles.

It’s not about trying harder, it’s about building the right machine. $100M agencies do the simple things ruthlessly well, not a million things a little bit.

Reply and let us know: Which of these are you implementing this month?

Craig Pretzinger and Jason Feltman

The Insurance Dudes! 🚀

The One Skill Insurance Agents Miss: How Client Management Impacts Claims

Real talk: Most insurance agents are bulletproof when it comes to pitching policies, answering coverage questions, and locking down QHHs. You're trained to know the close ratio, your Cost Per Sale, and how to keep that Lifetime Value juiced. But when the claim hits the fan? That’s where most agents get exposed, brother.

You’ve got no real playbook for client management after the sale. Galen Hair drops the hard truth: nobody is teaching agents how to actually guide clients through claims. You know your quoting game. You know your retention moves. But when Ms. Smith calls with a claim, and her life’s upside down, you’re stuck between a rock and the carrier’s “Sorry, nothing you can do” policy. That’s reality.

You want to help. Hell, you need to help if you want E&O headaches to stay away and keep those renewals on autopilot. But most carriers won’t let you – the claim is out of your hands. You can send the emails, you can make the calls, but “making it happen” isn’t an option. If you fake it, your clients know. If you admit the truth, you risk looking powerless. This isn’t in your onboarding packet. No script covers this.

Here’s what actually works: No smoke, no mirrors, just radical transparency with your clients. Own that you can’t influence the carrier’s claims department, but be the guy who keeps your client informed. Set expectations day one. Build a process (literally a checklist) for updating claim status, following up, and being the proactive communicator the other agents aren’t. Document every interaction – for your own E&O, and so when renewal time hits, your client remembers who stuck by them. That’s your “TeleFunnel for Claims” if it exists.

The #1 retention move most agency owners miss isn’t a slick sales follow-up. It’s how you manage the mess. Agencies that crush renewals have reps who say “Here’s how it’ll go, here’s what I can do, and here’s what I’ll keep you updated on.” It’s not sexy, but it is something nobody teaches. Stop worrying about the things you can’t control. Fix the thing you can: process, communication, and client empathy.

Listen to the full episode for the real-life stories, pain points, and practical tactics, this is episode #1080. Comment if you’ve had that “helpless” claim call and tell us how you handled it.

Around The Web 🌎

The YouTube 🎥

Most agents don’t struggle because of the product; they struggle because they don’t know who they’re talking to or how to say it. From the 5-Star Prospect Profile to story-based marketing, this clip breaks down the real tactics that turn average producers into consistent performers.

This Week On The Podcast 🎧

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