WIN THE DAY

On this episode of the Insurance Producers Podcast, Cyrus Jaffery sits down with Patrick McBride to dive into the mindset behind a winning sales process. From why every lead deserves your best to the eternal debate of captive vs. independent, Patrick offers a balanced and insightful take. They talk numbers, client education, consistency, and why sometimes value beats price—even if it's about a Hyundai Palisade. Tune in for a real, practical, and powerful conversation for producers looking to level up.

In this episode of The Insurance Producers Podcast, Cyrus Jaffery sits down with Lon Gray to break down the systems that turn chaos into clarity inside a high-performing insurance agency. They explore how streamlining your sales process, prioritizing key referral partners, and tracking leads by source and industry can uncover game-changing insights. Lon also shares why kicking out bad leads is just as important as bringing in new ones—and how Vonage call schedules quietly fuel agent success behind the scenes. If you're an agency owner or producer ready to scale with strategy, not just hustle, this one's for you.

In this powerhouse episode of the Insurance Producers Podcast, Cyrus Jaffery sits down with the one and only Jeff Shi to unpack the mindset and strategy behind explosive growth in the insurance world. From scaling to $7.5M in just 5 months to building a CRM that drives agency success, Jeff shares how he went from zero to 40 agents in 40 days and why maximizing every minute matters.They dive into:

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Chelsae Schaefer to discuss the powerful habits that separate top producers from the rest. From tracking leads and appreciating referrals to delivering a customer experience that builds lasting trust, they discuss how consistency is the secret weapon in staying top of mind in the insurance world.Chelsae also shares her perspective on how insurance doesn't have to be boring—when you lead with authenticity, gratitude, and a strong follow-up game, the results speak for themselves. Whether you're just starting or looking to level up, this episode is packed with real talk and actionable insights you can use today.

In this solo episode of the Insurance Producers Podcast, Cyrus Jaffery dives deep into the power of embracing the present moment—both in business and in life. He shares his insights on celebrating today's wins, focusing on the calls in front of you, and building resilience through challenges. Cyrus opens up about losing clients in a week and how to find strength and even love in tough times. If you're looking for motivation to stay grounded, push forward, and make the most of every opportunity, this episode is for you. Tune in and take control of today!

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Wess Anderson to unpack the power of delegation and its impact on business success. From his journey in the tech industry to thriving in insurance, Wess shares key insights on why hiring is essential for agency growth, the mindset needed to outwork the competition, and the importance of stepping away—and coming back stronger. He also opens up about making family a priority while building a business. If you're looking for actionable strategies to scale, lead, and create balance, this episode is a must-listen!

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by John Major, a mortgage lender, to break down the key strategies that separate top-performing insurance agents from the rest. They dive into The Debt of Time and why speed to lead—whether by text or email—can make or break a deal. Plus, they discuss why agents should focus on building relationships, not just transactions, and share expert tips on boosting mortgage leads while avoiding the lender's nightmare. If you want to strengthen your partnerships with mortgage lenders and unlock the power of consistency as the key to greatness, this episode is packed with insights you don't want to miss!

In this episode of The Insurance Producers Podcast, host Cyrus Jaffery is joined by industry leader Mark Rodgers to break down the mindset and strategies behind massive success. They dive into the power of consistency and effort as non-negotiables, the secret to scaling to $100M in just five years, and how to build a strong leadership team that drives sustainable growth. Plus, they discuss the balance between greatness, work-life harmony, and gratitude, and why these elements are crucial for long-term success.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Ryan Mathisen to break down the key principles that separate top producers from the rest. From consistency as the foundation of success to streamlining customer service for efficiency, they explore what it takes to revolutionize the customer experience and define true greatness by improving those around you. Plus, they dive into the power of discipline in insurance sales and how staying committed to daily habits can lead to long-term growth. Tune in for real-world strategies, actionable insights, and motivation to elevate your insurance game!

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Adam Meadowcroft to discuss the shifting landscape of business and how embracing change is essential for long-term success. Adam shares his proven follow-up sales strategies, including the power of the double call, text, email, and voicemail approach, and why consistent follow-ups—through emails, texts, and mailers over a 30-day cycle—are the key to closing deals. He opens up about navigating two challenging years in the insurance industry and how resilience led to brighter days. Learn how modern insurance agencies can balance online shopping trends with proactive hunting strategies and gain actionable tips for staying ahead in a competitive market. This episode is packed with insights on adaptability, persistence, and the path to success in insurance sales.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Stephen Turnbull, a fifth-generation agent and owner of T5 Insurance, to uncover the habits and strategies that drive his success. From crafting an early morning routine to mastering time management as a one-man shop, Stephen shares his tips for staying ahead. They dive into the value of joining Rotary, BNI, and Chamber memberships, plus the transformative experience of starting a BNI chapter. Discover how Stephen uses the High Performance Planner to "win the day," and why scheduling date nights is a powerful reminder of staying grounded amidst business growth. Tune in for an inspiring conversation packed with actionable advice and insights!

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Wesley Pergament to explore innovative solutions in the insurance world. They discuss how solar insurance can help lower homeowner deductibles, the importance of accountable mornings for setting goals and delivering top-tier service, and building affordable natural disaster insurance solutions.Wesley also shares insights on creating insurance companies separate from payouts, utilizing wind and hail monitoring for fast and efficient claim resolutions. They highlight the expansion of tornado coverage across 15 states and into Western regions with the highest hail risk. Plus, learn about the wind and hail deductible process for quick payouts and a streamlined appointment process for insurance agents.This episode is packed with actionable tips and forward-thinking strategies for insurance professionals looking to innovate and excel in the industry. Tune in now!

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Krista Paulus to explore the dynamic world of acquisition lending and the evolving influence of technology on the insurance industry. They dive into key topics, including loan proposal insights—covering estimated amounts, terms, rates, and fees—and discuss how independent agents are successfully holding off big entities in the Midwest insurance market.Krista shares her perspective on multiplier tax brackets in business valuation, the importance of maintaining key partnerships, and the importance of staying financially aware to keep a pulse on your business. They also tackle common fears and misconceptions about insurance loans and highlight the growing opportunities in the acquisition market for insurance professionals.Whether you're considering buying an agency, looking to strengthen your financial strategy, or staying competitive in the industry, this episode is packed with valuable tips and expert insights. Don't miss it!

In this solo episode of the Insurance Producers Podcast, host Cyrus Jaffery dives deep into his leadership strategies and vision for the future. Cyrus shares insights on creating impactful vision boards and planning for 2025, including partnership goals, carrier relationships, and revenue growth. He discusses the importance of empowering employees to speak up, lead with kindness, and align with leadership goals.Tune in to hear his perspective on how Millennials and Gen Z are reshaping the insurance landscape with their preference for renting and investing over homeownership—and how that trend influences his team strategy. This episode is packed with actionable takeaways on fostering a growth mindset, building a cohesive team, and embracing a leadership style that empowers everyone. Don't miss this inspiring and forward-thinking discussion!

In this inspiring episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with former NFL player Marques Ogden to discuss the parallels between sports and success in the insurance industry. Marques shares his unique perspective on dreaming big and building a winning system, leaning into your attributes to overcome tough days and mastering pattern recognition for strategic decision-making.Discover actionable tips for scenario planning, competitive analysis, and building resilience in a challenging work environment. Marques also reveals his daily routine for staying motivated, including gym habits and the power of audiobooks. Whether you're a seasoned producer or just starting, this episode has insights to elevate your game.Tune in and take the first step toward your next big win!

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by insurance expert Dawn Cate to dive into proven strategies for retaining clients through effective renewal list management and proactive outreach. They explore the essentials of reaching clients with expiring policies, why closing the back door is crucial for agency growth, and the role of bundling home and auto insurance for both profit and client convenience. Cyrus and Dawn also discuss the economic impact on auto and home insurance rates and how maintaining regular client contact and data cleaning can make all the difference in retention. This episode has actionable insights to help agents prioritize communication and retention for sustainable success.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with special guest Mike Pinto to unlock the secrets to agency success. Mike dives deep into the art of understanding client personalities—from Parrots and Eagles to Owls and Doves—and how this knowledge can elevate sales interactions and build trust. They explore the transformative potential of a structured sales process, which enabled Mike's agency to grow from five to an impressive 500 cross-sales each month.The conversation also covers Mike's unique agency culture, emphasizing six-month performance evaluations, luxury incentives, and strong friendship and brotherhood among agents. Mike shares insights from his business course, offering a comprehensive look at sales, marketing, culture, compensation, and training that drives his agency forward. Rounding out the episode, Cyrus and Mike discuss the importance of discovery calls and building rapport with clients before jumping into quotes.Whether you're an established agent or just starting, this episode is packed with actionable advice and insights into building a culture of success and camaraderie in insurance sales.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Zach Mefferd to dive deep into strategies that drive success in the insurance industry. They discuss how to train virtual assistants (VAs) effectively by understanding their learning styles and why focusing on profitability is crucial rather than chasing shiny objects. Zach also breaks down the "Four Pillars of Success"—Be Nice, Tell the Truth, Be Available, and Care—that form the foundation of a thriving agency.In addition, they explore key insurance market indicators, the importance of tracking KPIs with Excel and automation, and the frustrations commercial producers face when competing with larger shops offering benefits and surety divisions. To top it off, they explain how AI simplifies life and expedites processes, making your agency more efficient. Tune in for actionable insights to help grow your agency!

Join Cyrus Jaffery and guest Jake Warren as they discuss staying top of mind through social media, the power of building personal connections, and capitalizing on leads in the long-haul trucking industry. Jake shares his business approach, daily wins from working out, and insights on balancing multiple insurance products. Don't miss Jake's valuable advice on success and self-auditing!

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by special guest James Jenkins to discuss making the bold leap from corporate America to entrepreneurship after three disappointing bosses. Together, they dive deep into the challenges and rewards of building your path. Learn how to identify the ideal sample size for your niche through filtering and geography, and discover three essential keys to understanding your industry: prior knowledge, interest, and awareness.

Join host Cyrus Jaffery as he delves into the secrets of creating a successful, easy-to-duplicate insurance agency. In this episode, Cyrus shares his unique approach to building strong relationships that turn shoppers into lifelong, valuable clients. He discusses the importance of a streamlined onboarding process and the power of focusing on two core products—auto and home insurance—to maximize growth. Listen in as Cyrus opens up about personal experiences, including the challenges of friends leaving due to money, and how to navigate these situations while maintaining strong business relationships. Whether you're looking to refine your sales approach or build a scalable agency, this episode offers practical insights from an industry expert.

In this solo episode of the Insurance Producers Podcast, host Cyrus Jaffery breaks down three key fundamentals every great producer must master to succeed in insurance and sales. From assuming the sale and overcoming uncertainty to the importance of self-discipline in daily routines, Cyrus shares invaluable insights from his playbook. Discover how to get quotes from multiple carriers in 60 seconds using Quotamation, and learn why following up and asking for the sale can be the difference between closing and losing. Whether you're new to sales or a seasoned professional, this episode is packed with actionable strategies to elevate your game. Tune in and start mastering the fundamentals!

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Kimi Donahue to discuss the pivotal role of accountability partners in staying motivated and inspired. Kimi shares her journey from being a representative to becoming a Sales Director at Openly and Premier Strategy Box, offering valuable insights into setting smart goals and finding the right accountability partner. Additionally, they delve into consulting for insurance agencies, evaluating pain points, and setting achievable goals. Kimi also sheds light on State Farm's DOS System and the surprising loyalty within the NECO network. Tune in for a wealth of knowledge and actionable strategies to elevate your insurance career.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Brett Young to uncover the secrets behind his success. From the daily discipline of reading 10 pages of a good book to the art of building a business with key referral partners, Brett shares actionable insights on navigating the insurance industry. Tune in to learn about the balance between personal and commercial lines, effective sales strategies, communication techniques with realtors and mortgage officers, and the importance of consistency in achieving greatness. Brett also discusses how to warm up cold leads through relationship building and why focusing on clients' problems, rather than insurance jargon, is key to success. Whether you're new to the industry or a seasoned professional, this episode is packed with valuable advice to elevate your business.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with industry expert Michael Cruz to delve into key strategies for success in the insurance industry. They discuss the importance of disciplined frontline underwriting and how it plays a critical role in maintaining strong career relationships and keeping quality business on the books. Michael shares his insights on identifying and targeting value clients, emphasizing that an agent's success is rooted in always doing what's best for the client.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Rocio Luna, an industry expert hailing from sunny California. Tune in as Rocio shares her journey of starting in the insurance industry at the age of 22 and emphasizes the importance of spending quality time with account managers. She also dives into her specialization in lowering EMRs (Experience Modification Rates) and provides invaluable advice for new producers on navigating the complexities of workers' compensation. Whether you're a seasoned professional or just starting, this episode is packed with insights to help you thrive in the insurance industry. Don't miss out!

In this solo episode of the Insurance Producers Podcast, host Cyrus Jaffery delves into the dynamic landscape of the insurance industry. As carrier operations continue to evolve, Cyrus provides valuable insights on adapting to these changes and navigating the shifting market. He explores the impact of these market shifts on carriers and highlights the opportunities that arise for strong agents and agencies. Whether you're looking to stay ahead of the curve or seeking strategies to leverage new opportunities, this episode is packed with expert advice and actionable tips to help you thrive in the ever-changing world of insurance. Don't miss out on this essential guide to staying resilient and competitive in today's market.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by industry expert Billy Wagner to delve into the essentials of creating daily habits for success and fostering autonomy in your team. Discover the strategies for building a high-performing agency through people development, effective leadership, and a positive work culture. Billy shares his insights on caring leadership, the importance of nurturing sales agents and cultivating an environment that promotes growth and success. Tune in to learn actionable tips and practices that will help you and your team thrive in the competitive insurance world.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Luis Barajas to explore his unexpected journey into the insurance industry. Luis shares his inspiring story of believing in himself, investing in personal growth, and carving out a niche in the Omaha market. They delve into the unique challenges and opportunities within the Latino market, discussing the importance of leadership and education in driving success. Tune in for valuable insights and actionable advice on turning accidental entry into a thriving career in insurance.

In this insightful episode of the Insurance Producers Podcast, your host Cyrus Jaffery is joined by industry expert Austin Latshaw to dive deep into the art of understanding client needs and enhancing conversation efficiency. Together, they explore the crucial aspects of building strong client relations and fostering trust through effective communication. Discover the power of relationship-building in the insurance industry and learn valuable strategies for selling life insurance with confidence. Tune in to gain practical tips on how to conduct efficient research and have meaningful conversations that resonate with your clients. Don't miss this opportunity to elevate your client interactions and drive your insurance business to new heights!

In this crucial episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by cybersecurity expert Daniel Metcalf to delve into the indispensable importance of cybersecurity coverage. Together, they explore how to protect your business and employees from the ever-evolving landscape of cyber threats.

Join host Cyrus Jaffery and special guest Lorena Tomasini in this insightful episode of the Insurance Producers Podcast. Dive into the intricacies of agency structure and discover how a well-organized approach can enhance customer service. Explore the dynamics of working with family in the business, and learn how to navigate the unique challenges and benefits this can bring. Gain valuable insights on entering the insurance industry and what it takes to succeed in mortgage protection. Lastly, understand the importance of partnerships and effective decision-making in running a successful insurance business. Tune in for practical tips, personal anecdotes, and expert advice to help you thrive in the insurance world. Don't miss it!

Join host Cyrus Jaffery on The Insurance Producers Podcast, where we dive into the stories and strategies of top-performing insurance professionals. In this episode, we sit down with CJ Hutsenpiller, a dynamic force in the insurance industry, to explore the innovative techniques that have propelled his career to new heights.

In this episode, Hayden opens up about the early days of his career, detailing the challenges he faced and the strategies he employed to overcome them. He shares the pivotal moments that shaped his path and the key decisions that propelled him to success.

Join us as Aaron reveals the secrets to his sustained success and offers invaluable advice for both new and experienced agents. His journey underscores the importance of perseverance, continuous learning, and the power of building strong client relationships.

Join us for an episode filled with personal anecdotes, valuable lessons, and actionable advice. Whether you're a seasoned agent or just starting out, Jeremy McClure's journey will inspire you to embrace the unexpected and find your own path to success in insurance.

Join host Cyrus Jaffery on the Insurance Producers Podcast as he chats with industry expert Mick Hunt about achieving success in the insurance industry. Mick shares his journey, offering key insights into excelling in sales, setting yourself up for future success, and harnessing the power of a positive attitude. Discover how to overcome adversity, build resilience, and the importance of maintaining high standards over simply setting goals. Tune in for actionable advice and motivation to elevate your insurance career.

Join Cyrus Jaffery in this solo episode of the Insurance Producers podcast as he delves into the intricacies of providing exceptional customer service in the insurance industry. Drawing from his years of experience, Cyrus explores the importance of differentiation through unparalleled service and shares practical insights on changing the traditional phone answering approach to better meet the evolving needs of clients. From fostering strong client relationships to implementing innovative strategies, Cyrus offers a comprehensive guide to adopting an exceptional customer service approach that sets insurance professionals apart in today's competitive market. Tune in for valuable tips, actionable advice, and inspiring anecdotes that will empower you to elevate your customer service game and drive lasting success in your insurance career.

Join Cyrus Jaffery and Elliot Bassett on this episode of the Insurance Producers Podcast as they delve into the intricacies of organizational structure, day-to-day operations, and effective risk management strategies within the insurance industry. Drawing from their wealth of experience, they discuss the importance of adopting synergistic approaches to risk management, emphasizing problem-solving over mere sales tactics.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Timothy Harlin, a seasoned expert in the insurance industry, to explore the intricacies of being seen, building trust, and delivering exceptional customer service. Together, they delve into the importance of asking unique questions to truly understand client's needs and concerns, as well as the invaluable gift of presence in cultivating strong client relationships.

In this solo episode of the Insurance Producers Podcast, your host Cyrus Jaffery takes the mic to delve into the complexities of the current insurance landscape. With the industry facing a challenging hard market, Cyrus shares invaluable insights into how insurance producers can navigate this terrain with finesse.

In this captivating podcast clip, Cyrus Jaffery welcomes Dave Jackson, an esteemed figure in the insurance industry, to delve into the intricacies of IOA, Access to Unique Carriers, The Exclusive Group, and The Perpetuation Plan. Join them as they uncover the strategies and insights behind accessing unique carriers, navigating exclusive groups, and crafting effective perpetuation plans. With Jackson's wealth of experience and Jaffery's insightful questions, this episode promises to be a treasure trove of knowledge for insurance professionals striving for success in a competitive market.

Join Cyrus Jaffery on the Insurance Producers Podcast, sponsored by Quotamation, as he sits down with Jason Cass. In this episode, Jason shares expert advice on delegation, time blocking, and consistency in the insurance industry. Discover actionable strategies for boosting productivity, overcoming challenges, and staying focused amidst industry shifts. Don't miss Jason's insights on the truths of insurance and the growth of Indy-Tech at the upcoming conference. Tune in now!

In this episode of the Insurance Producers Podcast, hosted by Cyrus Jaffery, we are joined by Heath Shearon, a seasoned insurance professional with a wealth of experience in the industry. Together, they delve into the intricacies of building strong relationships with clients and the risks associated with immediately seeking better rates. Heath shares valuable insights into the opportunities and challenges that come with the territory, emphasizing the importance of educating customers and fostering connections within the industry.

Join Cyrus Jaffery on this insightful episode of the Insurance Producers Podcast as he sits down with industry expert Matt Larsen to delve into the cutting-edge strategies reshaping the insurance landscape. From leveraging automation and technology to nurturing meaningful relationships, Larsen shares invaluable insights into optimizing lead generation, client retention, and business growth.

Join us on this episode of the Insurance Producers Podcast as we welcome Matt Naimoli, a seasoned expert in the field, to dive deep into the intricate world of personal lines insurance. Hosted by Cyrus Jaffery, this conversation promises to be enlightening and full of valuable insights.

Join host Cyrus Jaffery on the latest episode of the Insurance Producers Podcast as he sits down with Tolga Tezell, the visionary behind Canopy Connect, to delve into the disruptive innovations reshaping the insurance landscape. Tolga shares the driving force behind launching Canopy Connect and how its innovative approach is simplifying insurance processes, providing unparalleled visibility, and streamlining operations for agencies. Discover the transformative power of full visibility in the insurance workflow and how it directly impacts conversion and retention rates. Tolga also sheds light on the game-changing aspect of reducing data entry burdens, paving the way for enhanced efficiency and productivity. Tune in for an enlightening discussion on the future of insurance technology and the profound impact of Canopy Connect on the industry.

Join host Cyrus Jaffery on the latest episode of the Insurance Producers Podcast as he sits down with industry luminary Ryan Hanley for an inspiring conversation. Ryan Hanley, an influential figure in the insurance world, shares invaluable insights on motivating producers to take action, the significance of carving out one's niche, and the transformative impact of cold outreach.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Justin Miller, a seasoned independent consultant in the tech industry, to delve into the crucial role of independent consultants in bridging the gap between technology and insurance agencies. Justin shares insights on the disconnect between independent agents and technology, the challenges they face in choosing and implementing technology, and the importance of remaining agnostic to serve all clients effectively.

Join us on this enlightening episode of the Insurance Producers Podcast as we welcome Scott Howell, a seasoned industry expert, to delve into the intricate world of insurance and the transformative power of consistency. In this insightful conversation, Scott shares invaluable insights into how consistency serves as the cornerstone for success in the insurance sector, from maintaining client relationships to navigating the complexities of the industry.

Embark on a compelling journey with Cyrus Jaffery as he shares invaluable insights on transitioning from a producer to an agent and entrepreneur. Join us in this transformative episode, where Cyrus delves into the strategies, challenges, and mindset shifts that paved the way for his success. Discover the keys to growth, learnings from the industry, and actionable tips for anyone aspiring to make their mark in the world of insurance and entrepreneurship. Tune in for a conversation that promises inspiration and practical wisdom on navigating the path to professional