Podcasts about insurance agents

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Everyone loves the home run. The viral moment. The massive account win. The big splash that makes headlines. But great agencies aren't built on home runs. They're built on base hits.In this episode, Shane and Tonya are joined by University of Kansas senior softball player Emma Tatum talks about the surprising parallels between competitive athletics and building a successful independent insurance agency.They explore why consistency, grit, and doing the small things well often matter more than chasing the big win. If you're tired of chasing the "next big thing" and want to build something sustainable, this episode will change the way you think about growth.Learn more at IntegraPartnerNetwork.com.

FREE TRAINING — Last Minute Life Push: Finish Q1 StrongTurn conversations you're already having into life insurance sales before the quarter ends.

Hail has officially surpassed hurricanes and wildfires as the costliest natural disaster in the U.S. over the last 25 years—a shift that became visible three years ago and created a massive market opportunity. Wesley Pergament recognized this trend early and built Sola Insurance around it, transforming how homeowners protect their properties by eliminating the subjective claims process that's plagued the industry. After closing their Series A, Sola has cracked the code on hail insurance: using parametric weather data triggers to reduce claim resolution from months to days, cutting fraud that was driving $15,000-$20,000 deductibles, and building a 100% referral-driven distribution engine through independent insurance agencies. In this episode of BUILDERS, Wesley reveals how they pivoted from tornado to hail coverage in month two, why they've run zero outbound for 18 months while scaling exponentially, and how they're rebuilding policy forms and modeling from scratch to become the go-to natural disaster insurance provider.Topics Discussed: The data signals that showed hail crossing over as the #1 costliest natural disaster Rebuilding insurance policy forms and modeling around objective weather data vs. indemnity claims How wind and hail deductibles exploded from $1,000 to $15,000-$20,000, effectively excluding roof coverage Why independent agencies are multi-generational businesses where reputation is everything The mechanics of building a pure referral engine that eliminated all outbound for 18 months Creating complementary coverage that's becoming fundamental infrastructure in home insurance packages Using hail diameter, storm duration, and damage indicators to create parametric triggers The strategic sequencing of sales-first, then product, now marketing investments post-Series A Why addressing the fraud problem first unlocked both pricing and claims experience advantagesGTM Lessons For B2B Founders:Invest disproportionately in first-call onboarding when entering regulated channelsUse regional conference immersion for channel insight, not lead generationDesign systematic referral prompts at trust milestonesSequence GTM investment around validated constraint-breaking, not best practicesRebuild the broken process structurally, don't optimize it incrementally// Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.ioThe Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co//Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Growth isn't about hiring more of you. It's about building an agency that works without you. One of the most misunderstood growth decisions in independent agencies is hiring yourself versus hiring your weakness.Many owners stay stuck doing everything because “no one can do it like I can.” That mindset keeps you busy, but it doesn't make you scalable. Learn more at IntegraPartnerNetwork.com.

During the California Gold Rush, thousands headed west to dig for fortune. Very few struck it rich. But the people who sold the picks, shovels, boots, and supplies?They built empires. In this episode, I break down why I now make more money helping insurance agents than I ever did being…

Sarah loves Instagram, but does that mean it's a viable marketing tool for insurance agents? Listen as she evaluates the ‘gram for agent use and learn how you can do the same.     Get Connected:

In this interview, I sit down with Chandra Barrett to break down how she consistently generates 2 referrals every single day as a life insurance agent — without relying on paid leads.She shares the exact mindset, systems, and relationship strategies that keep her referral pipeline full and her commissions growing.If you're an insurance agent looking to build a steady stream of warm referrals, this conversation is packed with practical takeaways you can apply immediately.Learn more about Chandra here: https://www.chandrabarrett.com/

For years, Shane has said don't dabble. Now, he is saying, "Do it smart." We discuss the difference between reckless dabbling and strategic expansion, and why being an informed dabbler may be the shift your agency needs for growth.Learn more at IntegraPartnerNetwork.com.

Inconsistent production?It's not motivation — it's visibility.LIVE Thursday at Noon CTSee how top agencies prove accountability on every call.

Have a client that wants to switch Med Supp plans? If they live in a Med Supp birthday rule state, it might be easier than you think! Learn more about the states and their rules in this ASG Podcast episode.   Read the text version  

Silence creates assumptions, and assumptions spread fast. In this four-year anniversary episode, we discuss how perception forms in the absence of communication, and if you don't define who you are, your competition (or social media) will do it for you. Learn more at IntegraPartnerNetwork.com.

In this podcast, I interview Cayden Sanchez, one of the best insurance sales trainers I've ever had on the channel. He goes deep into breaking down the sales script, handling objections with confidence, framing the conversation the right way, and closing more deals consistently.If you're an insurance agent looking to sharpen your skills and increase your production, this is a training you don't want to miss.Follow Cayden here: https://www.instagram.com/the_caydensanchezSubscribe to Cayden's channel: https://www.youtube.com/@UCwUG9tT7G7usaK7ghFRf8Xw #lifeinsurance #insuranceagent #sales

If you're an insurance agent or adjuster with questions about licensing in Texas, you're in the right place. Whether you're applying for your first license or preparing for renewal, this guide answers the most common questions about Texas insurance licensing. How long does it take TDI to review my insurance license application? The Texas Department of Insurance (TDI) typically reviews license applications within one business day. If your application is complete, accurate, and free of qualification issues, you could receive your license as soon as the next business day. After submitting your application, watch for any follow-up questions from TDI and respond promptly to avoid delay. How often do Texas insurance agents need to renew their license? Your Texas insurance license expires every two years on the last day of your birth month. For first time applicants, the initial license term may be shorter so that future renewals match your birth month. What do agents need to do to keep their Texas insurance license active? To maintain your insurance license, you must renew it every other year before it expires at the end of your birth month. The renewal process calls for completing all required continuing education (CE) hours, submitting your renewal application, and paying the renewal fee. There's a $25 fee if it's late. How many CE credits do I need to renew my Texas insurance license? Most Texas insurance licenses require 24 hours of CE every two years, including three hours of ethics courses. At least half of all CE hours must be in a classroom or classroom equivalent setting. CE requirements vary by license, so check the requirements for your specific license type. If you miss your CE deadline: You'll be fined $50 per late credit hour, up to $500.Your license will not renew until you:Complete all required CE.Pay the CE fine.Submit your renewal application.Pay the late fee, if applicable.If you don't renew your license within 90 days of the expiration date, your license will become inactive and you'll have to apply for a new one.Where can I get help with the Texas licensing process?Visit TDI's Agent/Adjusters page and select the license type. There, you'll find guidance on:Accessing required forms.Applying for a license. Renewing a license. Changing your address.Updating your name. If you still have questions, call TDI at 512-676-6500 or email license@tdi.texas.gov.Careers in insurance: How to become an insurance agent or adjusterIndividual license online renewal or reinstatement guideContinuing education information for agents and adjustersWhat you need to know about continuing edHave a question about your agent or adjuster license?00:00 How to become a licensed insurance agent in Texas00:35 Who needs an insurance agent license?01:25 What can you do if you're a licensed insurance agent?01:50 What are the requirements to become a licensed insurance agent?02:25 What is the process to get an insurance agent license?03:40 What types of insurance agent licenses can you get in Texas?04:16 How fast can you get an insurance agent license in Texas?04:49 How often do you have to renew your insurance agent license?05:53 If a licensed insurance agent moves to Texas, how do they update their license?06:45 How to find insurance agent license on TDI.texas.gov07:25 For more insurance license questions, call TDI at 512-676-6500 or email license@tdi.texas.gov07:54 What are licensed insurance agents required to do to maintain a license?10:16 For more info on insurance agent licenses visit TDI's Agent/Adjusters page or call 800-252-3439

Can your clients afford hybrid long-term care insurance? It might be more affordable than they think. Learn more about the ways hybrid or linked-benefit LTCi can be funded in this episode.   Read the text version   Get Connected:

If you're tired of chasing quotes and ready to build a book of business through connection, this episode will change how you think about growth. We discuss how to “get your competition fired” without being negative, and how association selling creates warmer, faster-moving opportunities. This isn't a theory. It's practical, human, and immediately usable to create agency growth.Learn more at IntegraPartnerNetwork.com.

In this podcast, I sit down with Dylan Crane, the winner of Ultimate Agent Season 3, who crushed it in his very first year as an insurance agent — hitting $1.9M AP!

Choosing the right agency network can shape your agency's growth, profitability, and long-term success, but most agents are only looking at how many carriers they get and the commission split. We're discussing what independent agents should expect from a network, what often gets overlooked, and why “fit” matters more than buzzwords or promises.Whether you're evaluating a network, already part of one, ortrying to build a stronger independent agency, this episode will help you think more strategically about the partnerships that support your business.Learn more at IntegraPartnerNetwork.comLearn more at IntegraPartnerNetwork.com.

We're celebrating 300 episodes the only way we know how: with real talk, a little chaos, and the lessons that actually matter when you're building an agency. We didn't get here because something went viral. We got here because we kept showing up. In this milestone episode, we break down what consistency really looks like, why most people quit before the results show up, and how agency owners can stay in the game long enough to win it.Learn more at IntegraPartnerNetwork.com.

Learn more about the Medicare prescription payment plan program. Get the information you need now so you can answer questions from your clients.  

You've heard people say "you can't write everything for everyone," but you also still have to pay the light bill. We break down how to focus on profitability, how agents “drift” into lines they never planned to write, and why saying yes to the wrong business can cost you way more than it earns.We share practical ways to build guardrails (through carrier strategy, marketing focus, and referral boundaries) so you can grow profitably without getting trapped in a book you hate servicing.Learn more at IntegraPartnerNetwork.com.

Want to see how AI actually fixes accountability inside a real agency?Join the live demo + Q&A and see how agencies are using AI to coach consistently, track performance, and stop revenue from slipping through the cracks.

Most people fear recessions — but smart agents see opportunity. In this episode of the Pass Your Life and Health Insurance Exam Podcast, discover why the insurance industry actually grows during economic downturns. You'll learn why more people shift their money into life insurance and fixed-index annuities, how 401(k) rollovers can be done tax-free, and why now might be the perfect time to get licensed. Hear how one family lost nearly $90,000 in a 401(k) during COVID until switching to a fixed-index annuity — and how that single rollover generated over $11,000 in commission. If you're looking for a recession-proof career or a second income stream, this episode will inspire you to act and start building stability through life insurance.

Happy New Year!Here's a tribute to YOUR most valuable asset: time.Time is your best friend...and also your worst enemy. I hope you can reign it in and use it to your best advantage to massive success this year.YouTube version: https://youtu.be/fxjyGbtprWcIf you have any questions, you can reach us here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have an idea or topic suggestion? Talk to me:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

Shifting coverage options and rising health care expenses are creating widespread uncertainty for families. The evolving landscape is prompting closer review of insurance choices, increased demand for guidance, and renewed focus on affordability, clarity, and long-term access to care. Insurance4Dallas City: Houston Address: 2700 Post Oak Blvd Website: https://insurance4dallas.com/group-health-insurance-houston/ Phone: +12816882540

In this episode, we're tapping our past podcast guests for more advice. This time around, we asked what advice they would offer to more seasoned insurance agents.   

New Year's resolutions sound great until reality hits. This episode discusses why most resolutions fail, what actually leads to results, discipline over motivation, planning for obstacles, and why progress beats perfection every time.This episode is a reality check for independent agency owners who are tired of vague goals and ready to make decisions that create momentum. No hype. No guilt. Just practical insight on building habits, adjusting the plan when life gets messy, and staying in motion when motivation fades. Because results don't come from wishing. They come from deciding, then doing.Learn more at IntegraPartnerNetwork.com.

Just starting out in the insurance industry? There's a lot to learn! We've compiled some tips from past podcast guests on the advice they would give to new insurance agents.   

In this video, I'm joined by special guest Jeremie Pielemeier from Eldercare Insurance Services as we dive into a question that has plagued countless insurance agents: Why do so many agents fail and quit the business?Book A Call with Eldercare here: https://meetings.eldercarebroker.com/meetings/eis-jennifer/eis-intro?uuid=4fe8f8c9-5f92-485b-965b-649583af8987Want to get in contact with Jeremie? Reach him at 1-800-999-7340 or email jeremie@eisgroup.net#lifeinsurance #insuranceagents #insurance #sales

We are taking a step back from the holiday to-do lists, to discuss why clarity and intention matter more than urgency as we prepare for 2026. This episode isn't about strategies or checklists, but about perspective, gratitude, and giving yourself permission to breathe before the next year begins.Learn more at IntegraPartnerNetwork.com.

It's important that agents are equipped to handle Medicare grievances when they arise. Listen to learn how to prepare and best practices for avoiding these situations.   Read the text version  

The Affordable Care Act health insurance is a great option for many. But it may not be the right fit for your clients. Discover ACA alternatives that fit your clients' needs.   Read the text version  

https://bit.ly/APP-Website☎️ Your words matter — but your tone matters even more! In this Ridiculously Amazing Insurance Agent Podcast episode, Kelly Donahue-Piro dives deep into the power of tone vs. words in customer service and how it can make or break your client relationships. Discover why the way you say something is often more impactful than what you say — especially when serving your insurance clients.

Everyone's talking about AI, but customers aren't convinced it's in their best interest. This episode explores where AI improves the insurance experience, where it raises red flags, and what agency owners need to know before leading with tech. Learn more at IntegraPartnerNetwork.com.

In today's episode, I sit down with Katie Owen — “The Insurance Gal” — who has been serving clients and crushing the insurance game for over 22 years.Katie's journey is nothing short of incredible. From starting out as a brand-new agent, to becoming a top producer year after year, to now leading her own thriving agency… her story is packed with lessons every agent needs to hear.Visit Katie's website here: https://insgal.com/Follow Katie on Instagram here: https://www.instagram.com/katieinsgal/

One of the most misunderstood decisions independent agency owners face is building a carrier portfolio that actually supports profitability and scale. We discuss how top-performing agencies use a focused carrier mix to drive better results, create efficiency, capitalize on contingency income, and create long-term growth.This episode also marks the debut of the IA Forward Quad Squad, as we welcome new voices and perspectives to the conversation.Learn more at IntegraPartnerNetwork.com.

In today's episode, I sit down with Mallory Kroos, one of the most impressive rising stars in the insurance industry. Mallory wrote over $620,000 of personal production in just 12 months — and she breaks down exactly how she did it.Follow Mallory on Instagram: https://www.instagram.com/themallorykroos/?hl=enFollow Mallory's agency here: https://www.instagram.com/upliftagencies/

If you're a Life Insurance Agent or Final Expense Agent looking to grow your income, expand your opportunity, and build LONG-TERM renewals… this interview is for you.Today I'm sitting down with Chris Smith from Loyal Insurance Group, one of the sharpest guys in the Medicare space. Chris breaks down EXACTLY why so many life insurance agents should be transitioning into Medicare… and how you can start doing it today even if you've never quoted a Medicare plan before.

As the holidays ramp up, most agency owners quietly hit pause and tell themselves, “We'll circle back after the first of the year.” Shane and Tonya challenge that mindset and discuss how to use the six weeks from Thanksgiving to New Year to your advantage. They talk micro adjustments vs. massive overhauls, why rhythm beats resolutions, how to rethink “thinking time” as real work, and ways to set 2026 up for progress over perfection, without sacrificing family, football, or much-needed psychological white space. Learn more at IntegraPartnerNetwork.com.

Learn more about how the Telephone Consumer Protection Act applies to insurance agents. ⚠️ Spoiler Alert: the TCPA also applies to text messages.   Read the text version  

In this episode, I sit down with John Kerksiek, an insurance agent who's mastered the art of getting 150+ referrals every year — without spending a dime on leads. John breaks down exactly how he builds strong referral networks, leverages local business and networking groups, and keeps his pipeline full all year long.

Can a new insurance agent sell $100,000 in one month — using only Caboom Leads?

If you're a new or Spanish-speaking agent looking for inspiration and proven sales strategies — this episode is a must-watch!Marian Medinilla's story is nothing short of inspiring. She came to the U.S. from Cuba with almost nothing — no car, no money, and had to take the bus to her insurance appointments. Fast forward to today, and Marian is a top-producing life insurance agent who made $12,000 in a single month and is now leading a team that recently sold $86,000 in premium!Follow Marian here: https://www.instagram.com/mdinilla/?hl=en

The Future of Insurance Sales is HEREhttps://agencycoachai.com This is the first and only 24/7 AI-powered sales coaching platform built exclusively for insurance professionals.

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Brianna Johnson. A dynamic entrepreneur and founder of Legend Life Financial. Here's a breakdown of the key highlights and insights from the episode:

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Brianna Johnson. A dynamic entrepreneur and founder of Legend Life Financial. Here's a breakdown of the key highlights and insights from the episode:

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Brianna Johnson. A dynamic entrepreneur and founder of Legend Life Financial. Here's a breakdown of the key highlights and insights from the episode:

Mastering Social Media for Insurance Agents with David DenningIn this episode, Matt interviews David Denning, co-founder of Jumpstart Go, to discuss the importance of social media for insurance agents. They cover best practices for organic social media, the significance of understanding your Ideal Client Profile (ICP), and the value of personal connection in business growth. David shares his journey from marketing consulting to focusing exclusively on the insurance industry and provides actionable steps for leveraging Facebook, creating engaging content, and overcoming the fear of video. The episode also explores the integration of AI in content creation and offers valuable insights into maximizing social media efforts for better client engagement and business growth.00:00 Introduction and Guest Welcome00:30 David Denning's Origin Story02:33 Transition to Insurance Marketing05:27 Social Media Strategies for Agents19:04 The Importance of Personal Branding23:37 Active Engagement Strategies24:30 Common Mistakes Agents Make25:13 Maximizing Personal Profiles26:06 Transitioning Engagement to Business28:50 Avoiding Fear-Based Tactics32:09 Leveraging AI in Social Media38:17 Jumpstart Programs for Agents42:44 Connecting with David Denning43:39 Final Thoughts and Farewell

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3311: Jeff Rose explains why working with an independent life insurance agent can simplify the often confusing process of finding coverage. Unlike exclusive agents tied to one company, independent agents compare policies across multiple insurers, helping clients, especially those with unique health conditions or risky hobbies, secure better rates and tailored options. With no conflicts of interest, they act as unbiased guides to ensure individuals find the most affordable and suitable protection for their needs. Read along with the original article(s) here: https://www.goodfinancialcents.com/independent-life-insurance-agent/ Quotes to ponder: "Your rates are tied to your health." "Working with an independent agent is not only the best way to get affordable life insurance, it's one of the easiest as well." "There is no 'perfect amount' of life insurance that works well for everyone." Learn more about your ad choices. Visit megaphone.fm/adchoices