Podcasts about agency playbook

Shoot Us A Message!In today's riveting episode of The Insurance Dudes, Craig Pretzinger and Jason Feltman dive deep into the often overlooked but crucial aspect of retention in the insurance business. Join us as Craig reminisces about his almost-cancelled 2019 Christmas trip to Kauai and how a key realization about lifetime value (LTV) of clients changed everything. Together, they break down how understanding and leveraging retention can significantly boost your profitability, revealing the profound impact of LTV on growth strategies. Whether you're a seasoned agent or just starting out, this episode is packed with insights to help you make smarter, data-driven decisions. Plus, don't miss out on the exclusive worksheet designed to guide you step-by-step in calculating your own LTV. Tune in and discover why retention truly is the gift that keeps on giving.The Insurance Dudes Weekly 5-Min ReadTips, Tricks, and Wizardry for Everything Your Agency TouchesSubscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.Subscribe HereReady to Unearth the Goldmine of Internet Leads?Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!Check It Out Before It's Gone!Teledudes Telefunnel™ Agency Growth SystemOn-Demand Masterclass: The Treasure Map to Lead MasteryStep into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.Register And Dominate!Is Your Agency a Sleeping Giant or Just Sleeping?FREE Agency Growth Diagnosis with Jonathan CuevasDon't let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.Book My Agency Growth Call NowDive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?  #LEGOSupport the Show.Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!And a review over on the Apple Podcasts would be incredible!Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.We appreciate you!Craig Pretzinger & Jason FeltmanThe Insurance Dudes

Welcome to The Insurance Dudes! Today, host Craig Pretzinger brings you an essential guide to navigating the AI revolution in the insurance industry. If you're a P&C or life insurance agent, this episode is a must-listen. Craig dives deep into the art and science of crafting effective prompts for AI tools like ChatGPT, detailing eight crucial steps to maximize your interactions. From being clear and specific to providing context and using simple language, Craig equips you with actionable tips to get the best results out of your AI interactions. We'll also explore the importance of being patient and iterative, and how to leverage follow-up questions for deeper insights. Whether you're looking to optimize your agency's operations or stay ahead of the curve, this episode promises to arm you with the tools you need to thrive. So grab a pen and paper, download the handout, and get ready to become a master prompter. Let's dive in!The Insurance Dudes Weekly 5-Min ReadTips, Tricks, and Wizardry for Everything Your Agency TouchesSubscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.Subscribe HereReady to Unearth the Goldmine of Internet Leads?Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!Check It Out Before It's Gone!Teledudes Telefunnel™ Agency Growth SystemOn-Demand Masterclass: The Treasure Map to Lead MasteryStep into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.Register And Dominate!Is Your Agency a Sleeping Giant or Just Sleeping?FREE Agency Growth Diagnosis with Jonathan CuevasDon't let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.Book My Agency Growth Call NowDive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?  #LEGOSupport the Show.Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!And a review over on the Apple Podcasts would be incredible!Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.We appreciate you!Craig Pretzinger & Jason FeltmanThe Insurance Dudes

Ever wondered what it's like to run a high-octane digital agency? If you're knee-deep in the digital marketing world, you're gonna dig this chat.Hey there, Jason Andrew here, and you're listening to Stark Naked Numbers – the podcast that's about stripping down the numbers behind business, investing, and wealth creation to help you become a better entrepreneur and investor, and ultimately build your net worth. Today I'm hanging out with serial entrepreneur and self-proclaimed industry disrupter, Nick Bell. This guy's not your average Joe – he's set up more than a dozen companies, including a digital advertising agency he started in 2008 with just $400 bucks. He then sold it ten years later for close to $40 million. Since then, Nick's been on a roll, with a holding company sporting over 10 digital agencies and services business, from Outsourcey, an off-shore labour hire company, to his latest passion project, Super Young, a bio-hacking clinic promising to keep you spry and kicking till you hit the century mark. But I'll let him tell you all about that.In this chat, I ask Nick about his rinse-and-repeat strategy for success, how he keeps his managers motivated, and how to control client experience and maintain quality as you grow. We also go deep on the numbers of running a high-flying agency.Links:To keep up with Nick Bell, follow him on LinkedIn.If you enjoyed this episode, subscribe to Stark Naked Numbers on Apple Podcasts, Spotify, Stitcher or wherever you get your pods. Want the secrets the other accountants won't give you? Follow Jason Andrew on LinkedIn.To learn more about uncovering your financials, unlocking your cash and unleashing your cash, visit starknakednumbers.com.Show Notes:(02:29 ) - The early days of WME (13:10) - A new and improved digital agency formula(17:55) - Why outsourcing is a good industry to be in(23:10) - Incubating a service-based business(28:43) - Nick's time allocation across his business portfolio(31:20) - Incentivising your GMs(33:51) - What the financials of a high performing agency look like(36:02) - Identifying a poorly run agency (44:53) - Scaling up your service-based business(47:30) - Nick on people management (being a ‘people person')(50:29) - Controlling the client experience and maintaining quality as you grow(52:22) - Selling your agency: when an agency will sell for more(53:27) - Nick's passion behind Super Young and ‘Biohacking'(01:03:43) - Nick's advice for new business owners

Welcome back to another thrilling episode of The Insurance Dudes! Today we're joined by Craig, the word of mouth wizard Pretzinger, and  Jason, the referral renegade Feltman. Buckle up as we dive deep into the dynamic world of referral marketing—a gold mine for boosting your agency's growth that too many overlook. Referrals don't just amplify client trust and loyalty; they're the top-tier short cut to acquiring clients who are more likely to engage and less sensitive on pricing. But getting these referrals doesn't come by sitting back. It demands a proactive approach, and today, we've got the insider strategies to make it happen. From understanding the psychology of referrals to optimizing operations using tech, Craig and Jason will lay down the playbook to turn your satisfied clients into your most effective promoters. So, keep your notebooks ready, folks. It's time to power up your agency's growth engine through the art of referrals!CLICK HERE TO DOWNLOAD THE Referral Marketing Checklist' The Insurance Dudes Weekly 5-Min ReadTips, Tricks, and Wizardry for Everything Your Agency TouchesSubscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.Subscribe HereReady to Unearth the Goldmine of Internet Leads?Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!Check It Out Before It's Gone!Teledudes Telefunnel™ Agency Growth SystemOn-Demand Masterclass: The Treasure Map to Lead MasteryStep into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.Register And Dominate!Is Your Agency a Sleeping Giant or Just Sleeping?FREE Agency Growth Diagnosis with Jonathan CuevasDon't let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.Book My Agency Growth Call NowDive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?  #LEGOSupport the Show.Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!And a review over on the Apple Podcasts would be incredible!Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.We appreciate you!Craig Pretzinger & Jason FeltmanThe Insurance Dudes

Welcome back to another insightful episode of "The Insurance Dudes"! In This episode "Insure Tech Specs to Avoid Wrecks," we dive deep into the transformative world of technology in the insurance agency sphere. Jason Feltman, also known as "the Tech Titan," and Craig Pretzinger, the "Efficiency Emperor," discuss the crucial role of technology in streamlining an agency's operations. They share personal anecdotes from their early days as agency owners, wrestling with outdated systems and the dramatic improvements they've seen after embracing modern solutions. CLICK HERE TO DOWNLOAD THE 'Tech audit - implementation guide' WORKBOOKThe Insurance Dudes Weekly 5-Min ReadTips, Tricks, and Wizardry for Everything Your Agency TouchesSubscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.Subscribe HereReady to Unearth the Goldmine of Internet Leads?Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!Check It Out Before It's Gone!Teledudes Telefunnel™ Agency Growth SystemOn-Demand Masterclass: The Treasure Map to Lead MasteryStep into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.Register And Dominate!Is Your Agency a Sleeping Giant or Just Sleeping?FREE Agency Growth Diagnosis with Jonathan CuevasDon't let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.Book My Agency Growth Call NowDive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?  #LEGOSupport the Show.Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!And a review over on the Apple Podcasts would be incredible!Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.We appreciate you!Craig Pretzinger & Jason FeltmanThe Insurance Dudes

Welcome to another illuminating episode of "The Insurance Dudes" podcast, where your hosts, Craig Pretzinger, the conversion king, and Jason Feltman, the prospecting pro, dive deep into the critical topic of crafting a unique value proposition (UVP) for your insurance agency. In this episode, we explore why a well-defined UVP is essential for distinguishing your agency in the crowded insurance market, known humorously as the sea of sameness. Craig and Jason will guide you through practical strategies including conducting a SWOT analysis, understanding your target market, and crafting a clear, concise UVP. They'll provide actionable insights and a simple formula to help you communicate your agency's unique value to attract and retain the right clients. Tune in to transform your agency's approach and watch your growth soar as you learn to row together in the same direction, leveraging your unique strengths."CLICK HERE TO DOWNLOAD THE 'Crafting Your Agency's Unique Value Proposition' WORKBOOK" The Insurance Dudes Weekly 5-Min ReadTips, Tricks, and Wizardry for Everything Your Agency TouchesSubscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.Subscribe HereReady to Unearth the Goldmine of Internet Leads?Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!Check It Out Before It's Gone!Teledudes Telefunnel™ Agency Growth SystemOn-Demand Masterclass: The Treasure Map to Lead MasteryStep into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth. Register And Dominate!Is Your Agency a Sleeping Giant or Just Sleeping?FREE Agency Growth Diagnosis with Jonathan CuevasDon't let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.Book My Agency Growth Call NowDive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?  #LEGOSupport the Show.Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!And a review over on the Apple Podcasts would be incredible!Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.We appreciate you!Craig Pretzinger & Jason FeltmanThe Insurance Dudes

Megan joined Chris DuBois on the Agency Forward Podcast to talk about how changing buyer behavior has affected and impacted agencies. Megan talks through the contradicting truths that people hold, how they know they should change their agency playbook with the evolution in buying behavior, but don't follow through on changing their processes. She goes through the components that make a strong, stand out agency, and highlights the importance of highlighting your team's experience as the product customers are getting. Megan gives tactical advice to CEOs on building a core strategy that works. See the full video and more on our YouTube channel Stay on top of all Refine Labs news and events by subscribing to our newsletter. The next Expert Session, featuring Peep Laja will be on Thursday May 16 at 12pm central. Register here. 

Welcome to another episode of "The Insurance Dudes," where today we'll be diving into the art of effective problem-solving within insurance agencies. Our guest, Jason Feltman, brings a wealth of experience to unpack strategies that not only streamline agency operations but also empower teams to tackle challenges head-on. Jason emphasizes the importance of establishing clear processes and leveraging a scientific approach to decision-making, ensuring that both sales efficiency and team dynamics are optimized. Tune in as we explore how to minimize daily disruptions and foster a proactive work environment, ultimately leading to greater productivity and success in your agency.The Insurance Dudes Weekly 5-Min ReadTips, Tricks, and Wizardry for Everything Your Agency TouchesSubscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.Subscribe HereReady to Unearth the Goldmine of Internet Leads?Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!Check It Out Before It's Gone!Teledudes Telefunnel™ Agency Growth SystemOn-Demand Masterclass: The Treasure Map to Lead MasteryStep into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.  Register And Dominate!Is Your Agency a Sleeping Giant or Just Sleeping?FREE Agency Growth Diagnosis with Jonathan CuevasDon't let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.Book My Agency Growth Call NowDive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?  #LEGOSupport the Show.Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!And a review over on the Apple Podcasts would be incredible!Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.We appreciate you!Craig Pretzinger & Jason FeltmanThe Insurance Dudes

Discover the delicate balance of nurturing a thriving work environment while making the tough calls in our latest episode, where we venture into the art of firing with a heart. Uncomfortable as it may be, saying goodbye to a team member can be a necessary step towards preserving a robust agency culture. We walk you through the ins and outs of these challenging conversations, emphasizing the importance of clear expectations and the alignment of personal and agency goals. You'll learn how to approach these decisions with both precision and empathy, ensuring each role is filled by the right person who contributes positively to the team's dynamic and overall happiness.The Insurance Dudes Weekly 5-Min ReadTips, Tricks, and Wizardry for Everything Your Agency TouchesSubscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.Subscribe HereReady to Unearth the Goldmine of Internet Leads?Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!Check It Out Before It's Gone!Teledudes Telefunnel™ Agency Growth SystemOn-Demand Masterclass: The Treasure Map to Lead MasteryStep into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.  Register And Dominate!Is Your Agency a Sleeping Giant or Just Sleeping?FREE Agency Growth Diagnosis with Jonathan CuevasDon't let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.Book My Agency Growth Call NowDive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?  #LEGOSupport the showHey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!And a review over on the Apple Podcasts would be incredible!Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.We appreciate you!Craig Pretzinger & Jason FeltmanThe Insurance Dudes

Are you truly listening or just hearing?

The Insurance Dudes Weekly 5-Min ReadTips, Tricks, and Wizardry for Everything Your Agency TouchesSubscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.Subscribe HereReady to Unearth the Goldmine of Internet Leads?Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!Check It Out Before It's Gone!Teledudes Telefunnel™ Agency Growth SystemOn-Demand Masterclass: The Treasure Map to Lead MasteryStep into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.  Register And Dominate!Is Your Agency a Sleeping Giant or Just Sleeping?FREE Agency Growth Diagnosis with Jonathan CuevasDon't let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.Book My Agency Growth Call NowDive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?  #LEGOSupport the showHey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!And a review over on the Apple Podcasts would be incredible!Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.We appreciate you!Craig Pretzinger & Jason FeltmanThe Insurance Dudes

Welcome back wizards, to an episode of psychological tips and tricks for insurance sales mastery with the two best insurance wizards in the game!

Insurance sales principles backed by science?! That's right! In today's episode, our insurance gurus talk about 5 sales principles that are powered by psychology and can help you build rapport, credibility, and trust with prospects, ultimately leading to more successful sales outcomes.The duo emphasizes the importance of understanding human psychology in sales, highlighting how people make decisions based on emotions first, and then justify them with logic. They stress the ethical nature of these tactics, focusing on genuine communication that resonates with prospects on a deeper level. By offering value upfront, leveraging testimonials, and reframing objections, insurance professionals can create meaningful connections with clients and overcome common sales hurdles.

What are the right marketing strategies for your agency?? Jason and Craig break it down in a really fun and lively episode of the Insurance podcast today!The duo discusses various marketing strategies focusing on real-time internet leads as the most effective approach. They compare live transfers and direct mail, highlighting the drawbacks such as inconsistency, high costs, and loss of control over data. The insurance gurus stress the necessity of embracing internet leads and adapting according to changing landscapes of the time.

It's Insurance marketing 101 day and we are going to learn about the tactics that are a no-go for new P＆C agents!!!Jason and Craig break it down, quite literally with a funny and catchy jingle, how cold calling, generic email marketing, and relying on social media marketing and advertisements is not a fruitful strategy.

Fasten your seatbelts, as the Insurance dudes take you for a fun and exciting ride through the world of quantum physics today. That's right! Jason and Craig sit together to discuss and deconstruct Richard Feynman's infamous theory and create the ultimate Insurance Simplification Framework to help break down intensely complex insurance processes for clients and to build up your knowledge as well. The framework includes 4 steps, Step one is to pick an insurance concept you want to water down. Step two is to try teaching it to a child, quite literally. Because teaching something more than once really helps solidify your own concepts. The next step is to review and redefine where your learning is lacking, this analysis will give you a deeper look into your teachings and learnings about the concept. And the last step is to make notes and revisit your teachings often! And that, ladies and gentlemen, is the Insurance framework.

Join us for today's podcast with the Insurance Dudes as they discuss the 5 frameworks that make up the talent acquisition strategy!Learn how each component framework weighs in on the whole strategic process.Jason and Craig believe any agency can get results if they stick to all five components. If an agency is pushing 80% on ALL five components, it is better than pushing 100% but only on 4 components.Learn how Lead acquisition, activation, sales conversion, sales optimization, and lastly talent acquisition can help your agency build a symbiotic relationship between your hiring and your sales.

The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Welcome back to another heart-to-heart insurance conversation with the Idudes!This time they talk about how struggling with insurance sales is not solely a sales problem.They discuss how even the worst salesperson, when following a solid process, can yield comparable results to a top performer. The duo emphasizes the importance of focusing on the entire process, from generating leads to converting clients, and highlights the power of mental fortitude over pure sales skills. They share personal anecdotes of their journey in refining their approach and how mindset training became a game-changer for their teams.As the discussion wraps up, the duo provides valuable insights into the challenges and successes in the insurance industry, leaving the audience with a teaser for future episodes that promise to uncover more secrets and strategies for success in insurance sales.

On this episode of the Getting Smart Podcast, Nate McClennen is joined by Derek Wenmoth, Founder of Futuremakers, teacher, principal, distance educator and educational policy adviser in New Zealand and internationally. He's also joined by Annette Thompson, Chief Executive Officer at Inquire Innovation and, previously, an elementary school teacher and principal for 37 years. She was named Arkansas Elementary Principal of the Year and an NAESP National Distinguished Principal in 2017. Together, Derek and Annette were two of the four co-authors of Agency By Design, a new playbook supported by the Aurora Institute, Future Makers and the New England Association of Schools and Colleges.  Links: Research on Agency Agency By Design Playbook Annette Thompson Site Derek Wenmoth Site Derek Wenmoth LinkedIn  

Another day another playbook! This time the Insurance Dudes take over with the 48 laws of power by Robert Greene!Starting with the first law, “NEVER OUTSHINE THE MASTER,” Craig goes on and describes in incredible detail how to follow this rule in the PNC insurance landscape.The examples representing the misfortune of Fouquet and the brilliance of Galileo, Craig talks about the major lessons these examples and the first law teach us:Always make your bosses feel comfortably superior.Make sure you impress them by showing you're playing ball.Make your masters feel more brilliant than they are to achieve greater success!

The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Welcome back! In this episode of the playbook Craig and Jason sit down together after a long time and talk about the biggest mistake insurance professionals might be making!The hosts emphasize that one of the most significant blunders in the insurance world is the tendency to exert excessive control over every aspect of the business. They discuss how micromanagement can actually end up being counterproductive!Jason and Craig also discuss the significance of consistency and focus in achieving success within the insurance industry, sharing experiences and teaching how maintaining a consistent approach, even in areas like marketing and lead generation, can yield positive results over time. Another crucial aspect they touch upon is the need to manage emotions effectively. Many insurance professionals often start initiatives with enthusiasm but quickly become discouraged when faced with challenges. The hosts encourage listeners to view setbacks as part of the learning process and emphasize the importance of persistence.Tune in to find out if you might be making this mistake or not! And how to correct it easily with Craig and Jason for a fun and insight-filled episode.The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Get ready to learn marketing on a budget with the insurance dudes!In this episode of the playbook, Jason discusses cost-effective strategies for Insurance domination with an emphasis on consistent lead buying, enhanced conversions, effective follow-ups, maximizing policy sales, and boosting client retention.Jason addresses the notion of consistently buying leads and the importance of small, daily lead purchases for establishing a consistent and efficient sales machine. He also talks about the shared goal of escaping agency constraints, diving into the importance of increasing conversions for acquired leads. Jason believes that consistent communication and scripting can help refine, improve, and adapt the process. Explore strategies to maximize policy sales on the back end of the client journey and learn about the power of empathy in accessing client needs.Tune into the Idudes Podcast for an insightful ride through the strategic marketing and sales tactics for insurance!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Clients! That's what you have to call them, they aren't customers, they're clients!Tune into this very insightful episode of the playbook! Today Jason Feltman discusses the effective sales strategies tailored for the insurance sector specifically.Advocating for establishing genuine connections with clients, Jason stresses the necessity of understanding your clients before launching into product details. By doing so, agents can avoid overwhelming their clients with irrelevant information!Delving into the art of storytelling and leveraging fear as a motivational tool, Jason emphasizes how telling relatable stories and simultaneously highlighting potential issues that insurance can help mitigate can help you build and retain long-term clients!Join us to learn the core principles of successful insurance sales to revolutionize your sales strategies, foster meaningful conversations, and ultimately drive success for your insurance agency!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Tune into another captivating episode of the playbook, this time, Jason Feltman takes a peek into the world of customer retention strategies!Jason unveils the secrets to maximizing client loyalty and keeping your agency thriving, with emphasis on the value of genuinely caring about clients and forming meaningful connections by taking note of personal details and interests. Jason stresses the role of insurance agents as consultants, sharing insights and advice beyond insurance to establish trust and rapport. By doing so, agents can elevate their status to trusted advisors, fostering lasting relationships. Join in to learn the art of customer retention and building lasting customer relationships!Subscribe now and become an Idude today!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Tune in for another info-filled episode of the playbook and learn how you can avoid these 7 mistakes and maximize sales at your agency.This time Jason talks about 7 key elements agencies miss out on, whether it is the missing piece in hiring the right agent or not coaching your team accountability, he covers it all!Learn the significance of connecting insurance solutions with your individual customer needs and the key value of humanizing your sales process so you can cultivate a culture of growth and growth only at your agency.Learn the art of confidently asking for a sale, the importance of follow-ups, and how you can use KPIs to steer your agency toward success.Keep listening to become a Pro at running your agency!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Welcome to another episode of the playbook, this time Craig discusses the fourth pillar of the ever-so-important 5 Ps, the processes! And how their implementation can create a significant and solid foundation for your agency to support a high-powered offense and achieve success in the insurance industry. Defined as the way things are done in a business to improve organization and prevent chaos and inefficiency, processes are extremely essential for the scalable growth of your agency.Learn how predictability and consistency through well-defined processes can lead to agency freedom and how logic-based decisions and emotional bandwidth in a process-driven agency can help create a solid foundation for growth and equity.Tune in to become a pro at fostering a collaborative culture through open feedback loops at your agency with the Insurance Gurus.Don't forget to like and leave a comment, join today to become an Insurance Dude!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Join in for the latest episode of the playbook, today Craig Pretzinger talks about the crucial aspect of running a successful agency, The People!Learn the strategies that can lead to heightened employee retention and a positively cultivated company culture.Uncover the significance of employing structured interviewing techniques that accurately assess candidates' alignment with the agency's values and principles, and the vital role that aligning the agency's purpose and core values with the hiring process plays in attracting individuals who share the agency's vision.The most important pillar- People, learn it all with the maestro Craig Pretzinger.Tune in now!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

In this episode of "The Insurance Dudes" playbook, Craig delves into the significance of principles for your insurance agency. Principles, also known as core values, serve as guiding lights that must be strictly adhered to for your agency to thrive.Craig emphasizes the importance of living these principles and making decisions based on them, rather than solely focusing on individuals. He shares personal experiences of big corporations where core values were displayed but not followed, stressing the need for authenticity and alignment with principles.The core values Craig believes in are:1. Be Kind: Treating clients and everyone with kindness and respect creates a comfortable and positive environment.2. Be Honest and Ethical: Agents at the agency strictly adhere to honesty and ethical conduct during sales calls and interactions with clients.3. Be Helpful: Agents aim to provide assistance and support to clients and colleagues, promoting a teamwork culture.4. Be Resourceful: Critical thinking and self-reliance are encouraged, allowing agents to learn from mistakes and become more successful.5. Be Real: Authenticity is valued, and agents are encouraged to connect with clients personally, instilling trust and passion.Don't miss out on this engaging and informative discussion on how principles can drive your insurance agency toward success!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Join us as Craig Pretzinger discusses the first  "P" in his framework for agency success - Purpose!Craig emphasizes the importance of having a clear purpose, which is the reason why the agency exists and the unique value it brings to its clients. Purpose acts as the guiding light for decision-making and culture-building within the agency. The host also touches on the impact of a well-defined purpose on attracting clients and employees who resonate with the agency's mission. Learn how to reflect on your agency's purpose and how it aligns with your passion for serving clients and making a positive impact in your community and as an insurance agent.Join the IDudes and become the best at what you do!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Welcome to the Agency Playbook, In this episode, we focus on the critical topic of ego and its role as the primary obstacle hindering agents from effectively implementing the five Ps.Ego, fueled by a "my way or the highway" mentality, significantly hampers growth and performance in agencies. It operates as a protective mechanism, keeping us in our comfort zones, fearful of failure and change, thus impeding progress. Another challenge is avoiding responsibility, particularly prevalent among long-time agents. Staying in our comfort zones and resisting change prevents us from optimizing agency performance. By taking responsibility and delegating tasks, we can free up time for vital activities.In summary, Embracing failure, responsible delegation, and eliminating the fear of both success and failure are key components of agency success. Stay tuned for insights!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Welcome to another episode of the playbook! In this episode, Craig Pretzinger dives deep into the framework of a successful agency with the 5 Ps!Purpose, being the reason why the agency exists, principles act as guiding lights, ensuring ethical behavior and aligning with the agency's purpose. Next is people and then processes followed by the last P which is performance.Craig reflects on how these five Ps, combined with their Telefunnel strategy, contributed to their remarkable growth from 6 to 10 million in just under two years. Tune in for a fun and insight-filled episode of the playbook and keep listening to become a pro at insurance!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Craig Pretzinger is back with another insightful episode! This time he discusses the concept of achieving agency freedom and emphasizes the need for agency owners to build a successful and self-sustaining agency. He delves into the changing insurance landscape, explaining why the old ways of agency freedom no longer work. Craig also talks about the importance of focusing on growth and investment, not just immediate income, to create long-term equity in the agency, and introduces the “five pillars” that help create a sustainable and successful agency!Tune in to unlock the secrets of achieving freedom and building a predictable and sustainable agency with the Insurance Dudes!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

In the final episode of his detailed 8-part series of P&C insurance sales script, Jason discusses the effective ways to handle objections, as they occur in about 90% of the sales calls. Jason suggests getting your sales team involved in the process by having them contribute to the objection list and discussing how they would handle each objection. He also stresses the importance of being passionate about the product and service you are selling. And showing genuine care for your potential client's needs and the protection that insurance can provide for their families.Jason also encourages agents to follow a well-defined sales process, measure their progress, and continuously improve. Over time, with practice and dedication, agents can improve their sales performance and achieve the results they desire for their agency!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Welcome back to The winning P&C Insurance sales Script! In this episode, Jason Focuses on building “the connection” and emphasizes establishing a genuine bond with potential clients for sales success.He covers a lot of ground by discussing how to move beyond taking orders and actually doing something that is more than collecting data.Jason talks about how important utilizing the power of “work, family, and fun” is in the conversation and thoroughly discusses the idealogy of “peeling the Onion.”By understanding clients on a deeper level, insurance professionals can stand out and excel in the industry. Jason reminds us to personalize interactions, follow up on shared interests, and show genuine care for clients' needs to ensure stronger bonds with our customers and increased engagement and retention.The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Join us for another episode of the Insurance Playbook, where Jason Feltman shares the "What How Story Tie Down" method to effectively explain coverages to clients. By simplifying complex terms and providing relatable scenarios, agents can engage prospects and elicit their active participation. Building a persuasive close and confidently asking for the sale are key elements to ensure a successful proposal. Jason advises agents to be direct and avoid wasting time, and for agents to build a strong close, stacking the proposal with coverage benefits before confidently asking for the sale. Tune in for an informative discussion and learn how to build a persuasive close and the best possible proposal customized for your clients!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Welcome back to another exciting episode of "Insurance Mastery"!In Part 3 of the series "How to Track P&C Insurance Leads," dive deep into the essential track sheet that every agent needs.In a competitive industry like insurance, it's crucial to find ways to stand out from the crowd. Explore how you can differentiate yourself from other agencies and create a unique selling proposition. From crafting your elevator pitch to building authentic connections with clients, Jason reveals the secrets to making a lasting impression. Learn how to tackle objections and increase client retention with this informative series.Stay tuned for the next episode, where the Insurance Dudes uncover even more game-changing strategies!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

In this engaging episode, Jason Feltman dives into the topic of tracking sales agents in the competitive world of insurance sales. Highlighting the importance of tracking key metrics and implementing effective processes, Jason provides insights on how to maximize productivity and achieve consistent results. From the agent scorecard to the agent quote sheet, he shares valuable strategies to ensure optimal performance and successful lead management. Join Jason as he shares his expertise on how to dominate the insurance industry. Discover the power of data-driven decision-making and establish processes that lead to consistent and profitable sales results. Don't miss out on this valuable episode that can revolutionize your agency's sales performance.The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Join insurance sales expert Jason Feltman as he shares his proven strategies for selling Property and Casualty (P&C) Insurance in this engaging episode. Drawing from his experience in turning around a failing agency, Jason reveals the key challenges faced in sales and emphasizes the importance of providing exceptional value to customers.Jason takes you deep into the mechanics of the sales funnel, employing his renowned napkin tactic approach to simplify complex calculations. Discover how to set and achieve audacious sales goals by maintaining a steady flow of leads and quotes that keep the momentum going.Get ready to unleash your sales potential, as Jason empowers you with precise methodologies that will drive your success in the competitive insurance landscape. This power-packed episode is your ticket to sales mastery and exponential growth!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Join Jason Feltman as he discusses the crucial concept of payoff vs. payout and its impact on the success of your insurance agency!Whether purchasing an agency or building it from scratch, there is a significant investment of money and effort involved, and the subscription model in insurance, with recurring revenue and additional commission checks from renewals, plays a pivotal role in this strategy. Jason emphasizes the importance of being realistic, modeling out the numbers, and planning strategically to achieve desired agency growth. Jason also shares his experience of taking a pay cut and investing heavily in marketing, resulting in significant agency growth. He encourages agency owners to be realistic, plan for the future, and make calculated investments to achieve their desired agency size and success!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Welcome to our latest podcast episode, where we dive into the key traits insurance agency owners can develop to become exceptional leaders. As an insurance agency owner, your leadership skills are vital for your team's success and the growth of your business.Unlock your leadership superpowers with these six game-changing traits that will transform you into a rockstar insurance agency owner! Attitude, empathy, work ethic, coachability, self-control, and energy are your secret weapons for becoming a kickass leader. Discover how embracing these traits creates meaningful connections, sets the bar high with your work ethic, stays open to learning, masters self-control, and brings that contagious energy to the table. Join us now to tap into the power of authentic leadership and take charge of your agency's success. Let's level up together!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Are you tired of working long hours as an insurance agent, only to find that your hourly rate doesn't match the effort you're putting in? Join Craig Pretzinger to learn more about the intriguing "PNC Agents Paradox."In this episode, Craig challenges the mindset of valuing endless hustle and encourages the shift toward strategic and long-term growth!If you're ready to break free from the chains of excessive work hours and start leveraging your time for maximum impact, this episode is a game-changer. Craig provides actionable steps to assess your current situation, identify tasks that truly move the needle, and unlock the potential of delegation.Take advantage of this enlightening episode that will empower you to reevaluate your approach to agency ownership. Tune in now and learn to pave the way for your strategic and prosperous future in the insurance industry!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!

Welcome to another episode of the Insurance Dudes podcast. In this episode, Craig dives into a thought-provoking topic: when is it okay to quit? We've all been taught that leaving is not a great idea, but what if there are times when quitting is actually the right move and other times when we quit too soon?Craig introduces the concept of "the dip," as described by Seth Godin in his book of the same name. The dip refers to the phase where we start to lose momentum or enthusiasm after initially engaging in something. It's that challenging period where results may not be forthcoming, and doubts start creeping in. Craig emphasizes the importance of recognizing whether we're in a dip or a "cul de sac" (a dead end) because quitting at the wrong time can hinder our progress. he stresses the importance of awareness in navigating the dip. Being aware of our progress, recognizing whether we're in a dip or a cul de sac, and adjusting our approach accordingly can make a significant difference. He shares his experience with quitting in the dip when working with internet leads.The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency's four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they've optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY's LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY!