Podcasts about insurance agency

Being a great salesperson doesn't automatically make you a great CEO. The industry is filled with agencies great at bringing in business, but lacking the foundational systems and leadership to truly scale. This leads to frustrating plateaus and missed opportunities.In this episode, my guest Dan Meylan, who's started, bought, and sold multiple agencies, lays out the scaling blueprint that guarantees your agency can grow effectively. We dive deep into the critical difference between selling insurance and running a business, exploring Dan's "Core Competency Matrix”, the nine essential pillars every owner must master. This isn't just theory; it's a practical guide to building the robust systems, strategic planning, and intentional leadership that transforms a successful agency into a significant, truly scalable enterprise. Learn how to stop being just a great salesperson and start being the CEO your agency needs to reach its full potential.Check out the Core Competency Matrix: https://drive.google.com/file/d/1ATuL-ufDikA5fsHsUSMEbOOGM3ZSANJ1/view?usp=sharingAnd the Survivor-Successful-Significant Slide: https://docs.google.com/presentation/d/1AvQ_4X5MXrYjEPfkZ2acMquf9J0-oOWB/edit?usp=sharing&ouid=103097408500051405818&rtpof=true&sd=true▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) How to Guarantee Your Insurance Agency Scales, with Dan Meylan(00:02:02) Selling vs. Scaling: The Two Different Skill Sets (00:05:53) Forged in the Trenches: A Journey in Agency Building (00:16:38) The Scaling Path: From Survivor to Successful to Significant (00:18:44) The Leadership Sacrifice Required for Scale (00:22:24) The Scaling Trap: Why Chasing Short-Term Profit Kills Growth (00:25:48) The 9 Core Competencies (00:29:46) The 20-Year Vision: The Mindset Required for True ScaleCONNECT WITH ANDY NEARY

Shane and Tonya discuss what it means to pivot with purpose, and why embracing change isn't risky when it's rooted in strategy. Whether you're an agency owner stuck in the daily grind, a producer ready to lead, or someone clinging to what you've built out of fear of losing it, this conversation will challenge the way you think about growth, reinvention, and leadership. Because sometimes, the smartest move isn't staying the same. It's making the right kind of change. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Natalie Stone, President of Hill & Stone Insurance Agency, the agency featured on the September 2025 front cover of Rough Notes Magazine.  Key Topics: Natalie's surprise at being featured in Rough Notes The 1912 founding of Hill & Stone by her great-grandmother Four generations of family leadership in the agency Specializing in private client and professional services insurance Balancing national reach with a local in-office team Hiring outside the industry to develop strong talent Building multi-generational client relationships Deep community involvement in Lake Bluff and beyond Leadership lessons of authenticity and mentorship Reach out to: Natalie Stone Jason Cass Visit Website: Hill & Stone Insurance Agency Rough Notes Magazine Produced by PodSquad.fm

In this inspiring episode, I sit down with Diane Faligowski, who shares her incredible journey from the Philippines to the United States — starting with nothing and building not only a thriving insurance agency but also multiple seven-figure businesses. Diane opens up about the challenges she faced, the faith that guided her, and the principles that helped her succeed in life and business. This is a must-listen for new insurance agents who want to learn how to build a business on a foundation of faith, perseverance, and purpose.Follow Diane: https://www.instagram.com/missfire777...My videos are made possible by the amazing members of CAStudios, our Exclusive Streaming Service. Consider joining us! ► https://castudios.tv/

What happens when a Division I athlete spends her summer interning in the insurance world? You get a fresh, insightful look at how Gen Z views our industry. Shane and Tonya talk with Campbell Bagshaw, University of Kansas softball player and Integra's summer intern, to talk about what surprised her, what agency owners need to know about Gen Z, and why she thinks athletes are built for insurance. From marketing and communication to career potential and workplace culture, this episode is packed with new perspectives. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Headlines say rising insurance premiums are crushing the American dream of homeownership. But is insurance really the problem? Shane and Tonya discuss FHA loans, skyrocketing costs, and why insurance keeps getting blamed for issues created elsewhere. This conversation tackles affordability, financial reality, and the vital role independent agents play in helping clients see the truth behind the clickbait. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

What if one bill could change how you do business overnight? Shane and Tonya discuss the Insurance Regulatory Reform Act, federal legislation that has very real consequences for independent agents. From the threat of dual regulation to the risk of losing speed and flexibility, this episode dives into why the fight to keep insurance oversight at the state level (and out of Washington) matters now more than ever. They explore the politics, the ripple effects, and break it all down in a way that makes sense (and maybe even makes you want to pick up the phone and call your senator). IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

In this episode of The LoCo Experience podcast, I sat down with Reed Miller, the owner of Northern Colorado Insurance Agency (NCIA) and a LoCo Think Tank member!  Reed shared insights on the changing landscape of insurance, detailing how NCIA serves multiple areas for health insurance, including employee benefits, Medicare, and individual plans. We also delved into the various options for group plans, the principles guiding his business, and the significant growth NCIA has experienced since he purchased the business 2+ years ago.Reed spoke at length about his family legacy in business, starting with his grandfather's Coca-Cola distribution company and continuing with his father's agency's inception and growth before partnering with a larger insurance brokerage - which grew to become the dominant regional player over time.  Reed's desire to strike out on his own was fueled by a commitment to transparency and ethical business practices, seeking to align his financial incentives with those of his clients. This focus extends to his personal life as well, where he balances business responsibilities with spending quality time with his wife Hannah and their two young boys.Outside of work, Reed is actively involved in his community, notably serving as the President of Northern Colorado United for Youth, a volunteer organization that raises significant funds for local children's charities - and has their annual Suitcase Party coming up on August 15th! Despite the various responsibilities, he manages to find time for travel and personal interests. Stories from his travels, including a memorable and somewhat nerve-wracking visit to Israel, highlight his adventurous spirit and commitment to both personal and professional growth.  So please join me in enjoying my conversation with Reed Miller.  The LoCo Experience Podcast is sponsored by: Purpose Driven Wealth Thrivent: Learn more

Take your insurance agency to the next level with these business strategies and agent resources!   Read the text version   Take Your Business to the Next Level with Ritter Insurance Marketing   Ritter & Integrity Resources: Events with Ritter LeadCENTER LifeCENTER Marketing & Incentives with Ritter MedicareCENTER Register with Integrity Ritter Insurance Marketing Registration Ritter Summits 2025 Registration The Ritter Platform   Additional Episodes, Blog Posts, & eBooks: 3 Insurance Business Tools You Absolutely Can't Live Without ASG Podcast Field Notes Series Best Practices for Training Downline Agents Developing an Agency – Your Guide to Getting Started FREE eBook Download How to Recruit Insurance Agents to Your Downline Keys to Client Retention: Face-to-Face Communication Ritter Can Help You Stay in Touch with Your Clients The Complete Guide on How to Sell Medicare Supplements FREE eBook Download The Insurance Agent's Guide to Establishing Successful Affinity Partnerships FREE eBook Download   References: Herrity, Jennifer. “How to Write a Smart Goal (and How They Work) | Indeed.Com.” Indeed, https://www.indeed.com/career-advice/career-development/how-to-write-smart-goals. Accessed 8 July 2025.   Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

Ready to expand your business? It might be time to form an insurance agency. Not sure where to start? We've got your guide right here!   Download a copy of Developing an Agency: Your Guide to Getting Started   Partner with Ritter Insurance Marketing to Develop Your Insurance Agency   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance      Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel   Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

Drawing inspiration from baseball great Derek Jeter, Shane and Tonya discuss how focusing on daily consistency, foundational systems, and small wins can create powerful long-term momentum. Whether you're building a personal lines powerhouse or scaling your team, showing up, doing the work, and building on base hits can take your agency further than any one home run ever could. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Welcome back to The Insurance Dudes! In this compelling episode, host Craig Pretzinger and co-host Jason Feltman sit down with Kathy Hitchcock from the Hitchcock Insurance Group in Rome, Georgia. Kathy shares her remarkable journey as a young scratch agent, opening her agency in 2015 just months before facing back-to-back rate hikes and near-impossible market conditions.Through honest stories about crying on her daily commute, the grit it took to build a thriving business, and insights into weathering tough insurance cycles, Kathy pulls back the curtain on what it really means to persevere as an agency owner. This episode dives deep into the challenges of scaling, hiring, and motivating a winning team—and how to create true work-life harmony when the business never really shuts off.Whether you're just starting your insurance journey or looking for fresh perspective on leadership, culture, and adapting to change (including a candid take on AI's impact), Kathy's story is packed with valuable lessons and real-world strategies for building a resilient, profitable insurance agency. Tune in for one of our most authentic discussions yet!Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Chip Piper & Phillip Piper of Powell & Meadows Insurance Agency, the agency featured on the August 2025 front cover of Rough Notes Magazine.  Key Topics: Embracing an agency culture that values people over hierarchy. Choosing to remain independent in a time of major M&A offers. Building strong client relationships that last for decades. Leveraging virtual assistants to support and scale agency operations. Bridging the gap between traditional service and modern client expectations. Niche specialization in rural markets as a growth strategy. Transitioning leadership while honoring legacy and preparing for the future. Reach out to: Chip Piper Phillip Piper Jason Cass Visit Website: Powell & Meadows Insurance Agency Rough Notes Magazine Produced by PodSquad.fm

Charles Specht, host of the Millionaire Insurance Producer podcast, joins Shane and Tonya to discuss how independent agents can win bigger with commercial insurance through his unique “quoting is for the weak” approach to pre-prospecting, micro-niching and messaging.  IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Welcome back to The Insurance Dudes! In today's episode, hosts Craig Pretzinger and Jason Feltman sit down with Tung Le, the unstoppable insurance entrepreneur behind a thriving Allstate agency in Houston, Texas. Tung gets real about his rollercoaster journey, starting from scratch in March 2020—just as the world shut down. From losing his first employees on day one, to hitting the phones himself, Tung shares how he bootstrapped his way through the uncertainty of COVID, faced painful early setbacks, and relentlessly built a powerhouse $12 million book of business in just a few years.Listen in as Tung opens up about the tough lessons learned in hiring, building a resilient team, and outlasting the storms—literally and figuratively—of the Texas insurance market. He gets candid about separating service and sales teams, dialing in on valuable data and zip codes, and learning to adapt strategies as both the industry and his agency evolve. If you've ever wondered what it takes to grow an agency from zero to millions, especially through some of the most challenging years in recent memory, this episode is packed with practical insights, plenty of laughs, and straight-shooting advice you won't want to miss. Let's jump in!Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

If you've ever wondered how to sell your agency the right way, retire confidently, and set yourself up for long-term success, this interview is packed with insights you can't afford to miss.

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Kelly Mora & Steve Mora of Heritage Insurance Agency, the agency featured on the July 2025 front cover of Rough Notes Magazine.  Key Topics: Building an ag-focused insurance agency from farm roots The “tailgate relationship” approach to client connection Balancing modern technology with personal service Cultivating agency culture across generations Leading through mentorship, education, and EOS principles Strategic growth through acquisitions and team development Empowering young professionals and honoring legacy wisdom Reach out to: Steve Mora Kelly Mora Jason Cass Visit Website: Heritage Insurance Agency Rough Notes Magazine Produced by PodSquad.fm

Shane and Tonya sit down with Retail Director Tara Graham to share real-world lessons from inside the Integra “lab.” From evolving service roles and managing change to improving customer experience and boosting team morale during a hard market, the conversation gets honest about what's worked—and what hasn't. Whether you're running solo or managing a growing team, you'll walk away with practical takeaways and tested ideas to strengthen your agency from the inside out. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Welcome to another episode of The Insurance Dudes! In this powerful conversation, hosts Jason Feltman and Craig Pretzinger sit down with Dan Kitajima to unpack a truly wild journey from building a $17 million captive insurance agency to making the bold leap into the independent world.Dan shares the highs and lows of his experience—from signing a jaw-dropping $20,000/month office lease just before his carrier pulled the rug out by non-renewing $6 million in policies, to learning how to pivot, retain clients, and ultimately rebuild—this time with even greater focus, flexibility, and profitability. The trio dives into the nuances of switching from captive to independent, breaking down differences in closing ratios, broker fees, marketing strategies, and what it really takes to survive (and thrive) through massive industry disruption.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

It's halftime of 2025, and you're still in the game! Shane and Tonya break down what winning agency owners do in the second half of the year with small shifts and smart strategy. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Just because a policy renewed doesn't mean your client is loyal. Shane and Tonya discuss the surprising difference between renewals and retention, explore why insurance agents often confuse the two, and why that mindset is costing them long-term business. You'll hear practical ideas for building stickiness, touchpoints that matter, and how communication style can make or break your retention strategy.  IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

On this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feltman sit down with BJ Hill, owner of Summit Insurance in Loveland, Colorado. BJ shares his remarkable journey from college basketball coach to building one of the top insurance agencies in the country, now writing over $18 million in premium. From his early days as a “juco” coach and experiencing a steep learning curve buying his first $3 million agency, to overcoming challenges like passing industry exams and developing his leadership style, BJ gets candid about the grind, the setbacks, and the drive required to scale a business.Tune in as BJ reveals the secrets to coaching and developing a winning insurance team, the importance of culture and accountability, and the lessons he's learned from both sports and entrepreneurship. His unique perspective shows how building champions—on the court or in the agency—always comes down to grit, self-awareness, and relentless improvement. Plus, you'll hear some wild agency stories, tactics for onboarding and motivating staff, and BJ's best advice for fellow agency owners who want to scale up. Get ready for an inspiring, actionable conversation, packed with real-world insights for insurance pros and business leaders alike!Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

Jencap Insurance Services, Inc. v. Toni Frazier Insurance Agency, LLC

In this episode, I sit down with Edward Pritchett — one of the top agency builders in the game — to talk about how to build a successful insurance agency from home.Edward shares real strategies for agents and agency owners to grow remotely, recruit effectively, and create systems that scale. If you're in insurance, this is a must-watch.Get in contact with Edward here: https://pritchettagency.com

You've built something, thinking about walking away, and are now asking, “Do I have it in me to start again” Shane and Tonya explore why starting over isn't a step back, it's a strategic move forward. With experience, clarity, and relationship capital on your side, this might be the smartest time to build your agency, your way. If you're still thinking about it, it's not too late. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Selling your agency might sound like the ultimate success, but is it the best path for your financial future? Shane and Tonya discuss the options of cashing out or creating long-term, sustainable revenue. They explore what buyers are really looking for, how to structure your agency like an annuity, the emotional side of selling, and the hidden risks of “staying on” after the sale.  IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Big change isn't always the answer. Shane and Tonya break down how small, strategic adjustments can create a massive impact on your agency. From tweaking processes to rethinking priorities, learn how to stay nimble, lead with clarity, and build momentum one micro move at a time. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Send us a textIn this episode of the Grow Clinton Podcast, Andy and Jenny interview Luke Duenser from the Hausmann Group Insurance Agency and Brokerage. More information is available at www.myhaus.com. The Hausmann Group is a full-service independent insurance agency with offices in Madison and Milwaukee, Wisconsin. Serving local clients in Wisconsin and large companies nationwide, the agency provides a wide range of insurance and business services to support clients now and in the future.The Hausmann Group is dedicated to helping clients anticipate and navigate life's unforeseen challenges. They realize their collective strength through the agency's core values.We will discuss the importance of communication, education, and compliance. Additionally, Luke will address the increasing costs of insurance and the efficiencies that can be achieved. To promote your member business or organization on the podcast, contact the Grow Clinton office at 563.242.5702 or visit us online at www.GrowClinton.com. Grow Clinton's mission is to promote business growth, foster community, and advocate for the sustainable economic success of the Greater Clinton Region.

Great ideas don't build successful agencies, action does! Shane and Tonya discuss why taking big swings (and sometimes missing) is the only way to truly grow. From overcoming analysis paralysis to tuning out the noise of social media “experts,” they share real-life stories and practical advice for agency owners ready to stop overthinking and start swinging for the fences. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Lisa Hengel the owner of Willow Wood Insurance Agency joins host Grant Glad on the show today to chat about what it's like to see the world through her kids eyes, how much she loves the Minnesota music scene, and of course all things insurance as well! Many thanks to Lisa and Willow Wood Insurance for being a sponsor of the show. This show is also brought to you by our other sponsors Car Concierge, Petrichor Sound and Pulse Barre & Fitness.

Shane and Tonya tackle the cultural obsession with busyness and unpack why a full calendar doesn't always equal fulfillment. From personal stories to leadership lessons, they explore how agency owners can shift from hustle mode to healthy balance without sacrificing success. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Shane and Tonya tee off with a conversation about what The Masters can teach us about agency ownership. From Rory McIlroy's daughter reminding him, “You already know how to play golf,” to recognizing the value of your own strengths and systems, this episode is about presence, persistence, and trusting yourself.  IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

She was burned out, overwhelmed, and running on fumes.Now she's leading a few hundred agents, expanding offices, and building one of the most respected cultures in the insurance business.In this episode of America's Coach, I sit down with Stacy Murphy of Absolute Best Insurance — one of my top coaching clients — to break down how she went from field work to full-scale leadership without losing her mission.We cover the turning point, the mindset shift, and the system she's now using to scale with purpose.Here's what you'll take away from this episode:- Why most agency owners never truly scale — and what to do instead- The exact shift that helped Stacy go from burnout to building- Her playbook for recruiting, training, and culture-building- How she plans to make a $40M+ partial exit- What makes her team excited to show up and sell every dayWhether you're building an agency or running solo, this episode will change how you think about growth, team dynamics, and long-term wins.-------------------Events:https://www.coachburt.com/eventsMasterclass:https://offer.coachburt.com/preydrivemasterclassregisterHire Me To Speak:https://www.coachburt.com/hirecoachCheck out my Books:https://www.coachburt.com/resources

Shane and Tonya discuss the rise of insurance influencers, the pressure to chase visibility over sustainability, and the challenge of rethinking your agency's direction to create a business that aligns with your goals and works for you. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Resilience isn't just a word, it's a way of showing up when things get tough. In this episode, Shane and Tonya dive into what resilience really looks like in the independent agency world, why relationships matter more than ever, and how honest conversations can move your business forward. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

In this episode of The WB Download, host Jeff Wieland sits down with his longtime friend and trusted insurance expert, Ryan Murphy of Murphy Insurance. Ryan shares his journey from playing football at the University of Illinois to leading his family's insurance business, which was founded by his grandfather in 1955. They discuss the evolution of the insurance industry, the importance of community involvement—especially with their shared alma mater, La Salle High School—and how personal connections impact both business and life.Jeff and Ryan dive into the complexities of insurance, covering topics like policy coverage, risk assessment, and market fluctuations. They also reflect on the benefits of strong professional relationships, sharing personal anecdotes about family, football, and the perks of having the right connections. Whether you're a homeowner, business owner, or just curious about the world of insurance, this conversation is full of valuable insights and entertaining stories.Tune in to hear Jeff and Ryan talk about business, life, and the importance of trust in both. Don't miss this engaging and informative episode of The WB Download!Murphy Insurance website https://www.murphyinsagency.com/Email Jeff your comments, questions, and topic requests, or be a guest on The WB Download.Email: WBDOWNLOAD@wielandbuilders.comSee Wieland Builders custom home gallery  www.wielandbuilders.comSee podcast behind the scenes photosFollow us on Facebook, Instagram, YouTube, Houzz or Pinterest

"I would rather be consistently good than occasionally great—any day of the week!"  -Jake GerdesWhat's in this episode:Taking over an agency is a significant opportunity, but growing it into a high-performing sales operation comes with challenges that most agents don't expect. In this episode of The Insurance Buzz, Michael and Courtney Weaver sit down with Jake Gerdes, one of the top new agents in the country, to discuss how he transitioned from handling service to building a strong sales team.Jake shares the biggest lessons from his first year in agency ownership, the strategies that helped him shift to a sales-focused model, and how his team consistently converts service calls into new sales opportunities. He breaks down why agency owners need to move out of service as soon as possible, the 90-day plan that helped him transform his agency, and how his team follows up to increase conversions. Whether you are starting an agency or looking to scale, this episode provides real insights to help you grow efficiently.[00:00:00] – Introduction: Jake Gerdes on growing from service to sales in 90 days[00:01:00] – Why taking over a book of business isn't what agents expect[00:02:00] – How Jake handled the overwhelming service demands on day one[00:03:00] – The first hires every agency owner should make[00:05:00] – How Jake built a team structure that eliminated service issues[00:07:00] – The 90-day training plan that turned his team into a sales machine[00:09:00] – Jake's follow-up system that increased life insurance sales[00:12:00] – The biggest mistakes new agency owners make[00:15:00] – Social media strategies that generate real leads[00:18:00] – How Jake balances marketing, sales, and agency leadership[00:22:00] – What he wishes he knew before becoming an agent