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Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Ready to eliminate the hidden problems slowing down your agency growth? In this episode, we delve into the challenges of lead generation, contact rates, and the impact of recent phone system changes on insurance sales. We explore practical solutions like managing phone numbers, leveraging AI, and optimizing dialing strategies to boost sales efficiency.Learn why clear expectations, measurable standards, and consistent coaching are the keys to building a high-performance insurance agency without the chaos.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we cut through the BS around lead generation and show you how elite agencies win regardless of lead quality by having the right systems, follow-up, and discipline. If you're tired of chasing bad leads or wasting money, this is the no-fluff strategy guide you've been waiting for.In this episode:Why lead quality is less important than process and environmentThe critical role of response time, persistence, and follow-up cyclesHow elite agencies standardize scripts and roles for consistency and resultsThe economics of lead conversion and creating predictable revenue streamsThe discipline and operational discipline that separates winners from quittersJoin the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Are high turnover and ineffective leadership draining your agency's culture and momentum? In this no-fluff episode, we break down how emotional burnout, unclear expectations, and toxic environments are killing your growth and reveal proven strategies to fix it fast. You'll discover how to build loyalty, create stability, and keep your team engaged with practical tactics like celebrating activity, defining clear career paths, and maintaining consistent leadership, so your agency can thrive without the chaos.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Rhiannon Ward, owner of Phipps Insurance Agency, is building more than just a business, she's creating impact by giving back to her community through the Allstate Foundation Helping Hands grant.In this episode, we break down why most teams don't fail because of people, they fail because of systems. From fixing messy onboarding to setting clear expectations and using data instead of emotion, Rhiannon shares what actually moves the needle in sales performance. If you've ever felt stuck blaming leads, team members, or results, this conversation will shift your perspective and show you what really needs to change.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
We had the pleasure of sitting down with Michelle O'Connor, a seasoned insurance professional with over 25 years of experience, to talk about the ins and outs of growing a successful business. From mastering follow-ups and building consistent sales processes to leveraging technology and AI to better serve clients, Michelle shares practical insights that any entrepreneur or agent can apply.In this episode, she opens up about managing teams, implementing structure without losing flexibility, and creating systems that make business easier and more efficient.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Laurie Moroco is a leadership coach and speaker who helps women build confidence, communicate powerfully, and make bold decisions, because extraordinary lives begin with the courage to take action.In this episode, we unpack the real skills behind successful communication, emotional intelligence, leadership, and execution. From miscommunication in everyday conversations to leading teams, handling conflict, and creating a strong culture, this discussion highlights what truly makes the difference.We also explore why overthinking holds people back, how leaders can model behavior instead of just talking about it, and why mastering people, not just strategy, is the key to long-term growth.If you're looking to communicate better, lead stronger, and take action with more clarity, this episode will shift how you approach both business and life.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Laurie Moroco is a leadership coach and speaker who helps women build confidence, communicate powerfully, and make bold decisions, because extraordinary lives begin with the courage to take action.In this episode, we unpack the real skills behind successful communication, emotional intelligence, leadership, and execution. From miscommunication in everyday conversations to leading teams, handling conflict, and creating a strong culture, this discussion highlights what truly makes the difference.We also explore why overthinking holds people back, how leaders can model behavior instead of just talking about it, and why mastering people, not just strategy, is the key to long-term growth.If you're looking to communicate better, lead stronger, and take action with more clarity, this episode will shift how you approach both business and life.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Today's show features: - Bradley Wise, Executive Manager at Ferman Chevrolet Mazda - Tomislav Mikula, Founder of Delivrd - Bryan Gelfand, General Sales Manager at Community Cars This episode is brought to you by: CDG Circles – A digital peer group for top auto dealers. Private dealer chats. Vendor reviews. Real insights — confidential, compliant, no travel required. Join dealers representing 3,000+ rooftops at https://cdgcircles.com My Socials: X ➤ https://www.twitter.com/GuyDealership Instagram ➤ https://www.instagram.com/cardealershipguy/ TikTok ➤ https://www.tiktok.com/@guydealership LinkedIn ➤ https://www.linkedin.com/company/cardealershipguy/ Threads ➤ https://www.threads.net/@cardealershipguy Facebook ➤ https://www.facebook.com/profile.php?id=100077402857683
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Bill Snow, mergers & acquisitions professional and author of Mergers & Acquisitions For Dummies, shares practical insights on business, marketing, and deal-making.In this episode, we break down what really matters, why execution beats overthinking, how marketing is simply creating opportunities to sell, what valuation actually means in real-world deals, and why building value attracts opportunities instead of chasing them. A no-fluff conversation on business, growth, and making smarter moves.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
We're honored to sit down with Kirk Chester, Principal Broker at Grit Insurance Group. He shares practical insights on building and scaling a business. Specializing in blue-collar industries across multiple states, Kirk focuses on tailored solutions that help businesses manage risk and grow sustainably.In this episode, the conversation explores the importance of execution over overthinking, the power of going niche to stand out, and how AI is changing the way businesses operate. It also touches on leadership, hiring, and building systems that support long-term growth.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Beau Vincent, an insurance agency owner, leadership coach, speaker, and host of ‘The Conviction of a Leader' podcast, joins the conversation to share the leadership mindset behind building a high-performing business. After growing Vincent Family Insurance from 300 to nearly 13,000 policies, Beau now helps business owners scale with a stronger culture, clearer leadership, and better systems.In this episode, the discussion explores what it really takes to build great teams, set higher standards, develop people, and create a culture where performance and accountability thrive. It's a practical conversation on leadership, growth, and building businesses that last.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we sit down with Dean Bowen from Patriotic Insurance Group. He shares how he transitioned from blue-collar work into insurance and built a modern prospecting system using cold email, automation, and data. In this episode, he discusses producer development, why selling to friends and family isn't a sustainable strategy, and how younger agents can build credibility and win commercial clients in today's insurance market.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Brendan Keegan, a 6-time CEO and bestselling author known for scaling companies through transformational growth, shares insights on leadership, career development, and building resilient teams in a changing workplace.The conversation explores how mindset, presence, and mentorship influence professional success, why embracing failure fuels innovation, and how simplifying complexity creates room for better thinking and progress. From early leadership experiences to guiding large-scale organizations, the discussion highlights practical perspectives on overcoming self-doubt, supporting emerging talent, and fostering environments where growth can thrive.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
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On today's episode of the agentXcel podcast, we have Kevin Barker, a Tennessee real estate professional averaging $10M+ per year who has built a steady, scalable pipeline using Google PPC internet leads. Licensed since 2017, Kevin has built his business on relationships, discipline, and consistent lead generation. After experimenting with multiple marketing platforms, he found his stride with Google PPC paired with Sierra Interactive, GGMS, and Asterix Marketing. In this conversation, he breaks down exactly how he set up his online lead campaign, how he structures his follow up, why he aims to call within five minutes, why he always leaves voicemails and pairs calls with texts, and how automation turns website clicks into long term clients. A former police officer and lifelong people person, Kevin brings a service first mindset to every transaction. Alongside his business partner, he is focused on scaling to $3 million per month. We also cover real world ROI and practical advice for agents who are hesitant to invest in internet leads. If you are ready to go on offense and get leads coming into your inbox daily, this episode will show you how to build the system, commit to the follow up, and create consistent opportunities in your business. Connect with top real estate agents, gain valuable insights, and grow your business—all for free. Fill out this short application to join Chris Bowers on Tuesday for the agentXcel Weekly Zoom call: https://www.agentxcel.com/zoom
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
How do you really know if someone will succeed as a producer before you hire them? In this Mailbag episode, we discuss the real traits that separate average producers from the ones who consistently perform, stay longer, and fit the culture.We dive into how DISC profiles, values, and sales strength attributes reveal far more than interviews ever could, why the classic “high D, high I” assumption can backfire, and how stability and alignment often matter more than raw personality.You'll hear lessons learned from years of hiring, scaling agencies, and dealing with turnover plus how understanding how people think, communicate, and stay motivated can completely change the way you build a team.If you want fewer hiring mistakes, stronger culture, and producers who actually stick around, this episode gives you the framework to think differently about talent.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Hiring doesn't have to feel like a gamble. In this Mailbag episode, we break down a simple 5-step hiring framework designed to remove guesswork, reduce unknowns, and help you consistently find the right people faster. We walk through why paid traffic creates a predictable candidate pipeline, how assessments help you see past interview “A-game,” why group interviews reveal real behavior, and how structured one-on-ones help you choose the best fit. The conversation also dives into onboarding with clarity, defining success paths, setting activity standards, and focusing on behaviors instead of just results, so new hires know exactly what winning looks like from day one. If you've ever hired out of desperation, struggled with turnover, or felt like your hiring process is reactive instead of intentional, this episode gives you a practical roadmap to build a repeatable hiring system that actually works.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we explore the real mechanics behind catastrophe insurance, how underwriting discipline, reinsurance strategy, pricing cycles, and regulatory constraints shape the market more than hype or headlines. Featuring insights from SageSure Co-Founder, President & CEO Terrence McLean, who shares lessons from scaling a catastrophe-focused underwriting platform, maintaining carrier profitability, and navigating risk across volatile markets. A practical, operator-level discussion for agents, founders, and insurance leaders.The conversation breaks down where AI is genuinely useful in insurance operations, where it's overrated, and why agent relationships and trust-based distribution still win.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we sit down with Jack Wingate, an experienced small business owner and strategic leader, to unpack what truly drives long-term success in today's competitive business world. From outworking the competition and building disciplined systems to using automation without losing the human touch, Jack shares real-world insights that every entrepreneur and leader needs to hear.This conversation dives deep into leadership mindset, smart resource allocation, team productivity, business scalability, and why consistency and adaptability matter more than shortcuts. Whether you're growing an agency, launching a startup, or leading a team, this episode will leave you with practical strategies and a renewed drive to build something meaningful.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this insightful episode, we sit down with an entrepreneur, sales strategist, and creator of Racing Snail and Leaderboard Legends, Seth Preus. We explore leadership, motivation, sales productivity, accountability, and performance psychology. His work has transformed the approach of thousands of professionals to productivity and team engagement.From understanding intrinsic motivation and building accountability-driven cultures to using data intelligently, improving ROI, and creating systems that help teams stay consistent, focused, and inspired, this conversation unpacks what it truly takes to build high-performing teams that grow sustainably, lead with purpose, and deliver long-term results in business and life.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we are honored to sit with Sheppard Bowen, co-founder of EVER.PARTY and a former Farmers Insurance agency owner to talk about what actually drives long-term success in the insurance business. From consistency and lead generation to retention, tracking, and team motivation, this conversation breaks down the real levers behind sustainable growth. This episode is a must-listen for agents and entrepreneurs who want clarity, structure, and real growth strategies that work in the real world.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we talk with Justin Thomas about how insurance agents can use digital advertising and funnels to create consistent, high-quality conversations without chasing cold leads. Justin shares his journey from insurance to building Insurance Advertising Masters, where he helps agents bring marketing in-house using Facebook and YouTube ads. We cover the impact of iOS changes, why traditional lead models fall short, the difference between P&C and life and health marketing, and why owning your traffic is critical for long-term success.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we talk with Justin Thomas about how insurance agents can use digital advertising and funnels to create consistent, high-quality conversations without chasing cold leads. Justin shares his journey from insurance to building Insurance Advertising Masters, where he helps agents bring marketing in-house using Facebook and YouTube ads. We cover the impact of iOS changes, why traditional lead models fall short, the difference between P&C and life and health marketing, and why owning your traffic is critical for long-term success.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we're joined by Jason Levine for a candid conversation about building, growing, and sustaining an insurance agency in an ever-changing market. Jason shares how his path into insurance wasn't planned, from early ambitions in aviation to stepping into the family business and discovering the strategic depth of the industry. With experience in enterprise-level agency planning, human resources, and VIP account management, he brings a risk-aware mindset shaped by years of evaluating financial exposure and maximizing outcomes for clients and businesses alike.Jason dives into the realities of agency growth, including the shift from captive to independent, the importance of understanding underwriting and carrier operations, and why serving existing clients well often drives stronger, more sustainable growth than constantly chasing new leads. He also speaks openly about hiring challenges, market volatility, and the importance of staying adaptable, building the right team, and leading with clarity in uncertain times. This episode offers practical insight, real talk, and perspective for anyone navigating leadership and growth in today's insurance landscape.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we sit down with Eric, Accredited Accident Reconstructionist, Ohio Peace Officer, Marine Corps veteran, and founder of Crash Tech Reconstruction Services, to discuss the real-world risks of car accidents and the staggering costs of being underinsured. Eric shares insights from his nationally recognized reconstruction work, illustrating how one accident can lead to $600,000 in liability, why young adults and seniors are often at higher risk, and the importance of proper property damage and liability coverage.We also dive into the misconceptions around price versus value in insurance, explaining how professional guidance and thoughtful conversations can protect not just your assets, but your livelihood. Packed with real-life examples, expert advice, and actionable tips, this episode is essential for anyone looking to make informed insurance decisions and understand the true stakes on the road.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Kelly Donahue, a public speaker and consultant with over a decade of experience in the local insurance agency space, joins Insurance Dudes to break down what it really takes to build a profitable, future-ready insurance agency. The conversation explores leadership at the agency-owner level, creating a strong internal culture, and using systems instead of shortcuts to drive sustainable growth. From sales processes and account rounding to marketing, technology, and accountability, this episode highlights how agency owners can align their mission with smart business strategy, adapt to industry changes, and build teams that perform consistently while delivering long-term value.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, Kevin Stein, founder and CEO of Delos Insurance Solutions, shares how he is transforming wildfire insurance through cutting-edge AI and innovative MGA structures. With an aerospace background and advanced degrees from Stanford and UC Berkeley, Kevin explains how his team models wildfire risk with remarkable accuracy, providing coverage for homes in high-risk areas where traditional carriers often can't. He delves into the development of the wildfire risk model, the importance of real-time exposure assessment, and how MGA solutions allow for dynamic portfolio management while helping agents retain clients. Tune in to discover how technology, strategy, and empathy combine to protect communities, solve complex insurance challenges, and create scalable solutions in an increasingly fire-prone world.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we sit down with Galen Hair, founder of Insurance Claim HQ, to uncover the human side of insurance claims. With over 25 years of experience recovering over $1 billion for policyholders across the U.S., Galen shares how empathy, transparency, and simply being there for clients can make all the difference.From hurricane-struck Louisiana to nationwide property claims, Galen reveals how emotional support, honesty about what agents can and can't do, and building trust transform client relationships and elevate your brand. Whether you're an insurance agent, legal professional, or policyholder, this conversation offers actionable insights on navigating claims while keeping compassion at the center.Tune in to learn why the simplest human gestures, like listening and showing care, can have the biggest impact.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we uncover the real reasons most insurance agencies struggle to grow and why relying on old-school sales tactics is no longer enough. We're joined by Andy Neary, who shares how he rebuilt his career from scratch in a market where no one knew him and why building a powerful personal brand became the game-changer that transformed his business.From the importance of patience in marketing, to the 90-day “this isn't working” phase, to the moment the hockey-stick breakthrough appears, this conversation is packed with the mindset, discipline, and strategy agency owners desperately need today. If you want to understand the core pillars of an effective marketing strategy and how consistency compounds into massive growth, this episode is your roadmap.Perfect for agency owners, producers, marketers, and anyone ready to stop surviving and start scaling.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we're joined by Dan Garzella, a highly respected entrepreneur and the founder of The Garzella Group, one of the fastest-growing independent insurance agencies in the U.S. Dan has built multiple successful businesses, mentors leaders across industries, and continues to guide entrepreneurs on scaling teams, simplifying systems, and creating long-term, sustainable success.In this episode, we talk about building confidence when you don't feel ready, why showing up consistently is more about mindset than motivation, what most new creators get wrong about visibility, how Dan built systems, discipline, and clarity during the hardest seasons of his life, and strategies to grow without burning out.If you've been struggling with motivation, self-doubt, or the pressure to “perform,” this conversation will feel like a warm, grounding pause.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
We had the pleasure of sitting down with Michelle O'Connor, a seasoned insurance professional with over 25 years of experience, to talk about the ins and outs of growing a successful business. From mastering follow-ups and building consistent sales processes to leveraging technology and AI to better serve clients, Michelle shares practical insights that any entrepreneur or agent can apply.In this episode, she opens up about managing teams, implementing structure without losing flexibility, and creating systems that make business easier and more efficient.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
We're joined by Brian Greenberg, founder of True Blue Life Insurance, to discuss how agents can combine AI, automation, and traditional strategies to grow their business. From improving lead conversion and designing effective landing pages to harnessing client reviews and maintaining persistence in sales, Brian breaks down the tools and mindset that make modern life insurance sales effective.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we're honored to have Nathan Glass, founder of Utopia Risk, to explore the strategies behind making smarter business decisions. Nathan shares his insights on identifying the right people to work with, whether it's for hiring, partnerships, or long-term collaborations. He dives into how everyday conversations reveal values, why understanding someone's life outside of work matters, and how subtle red flags in planning or approach can signal bigger issues down the line.Listeners will gain practical guidance on building trust, aligning with the right people, and knowing when to step back early, turning every decision into a more intentional, thoughtful move for their business.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Mark Flockhart, founder of Valor Insurance Group, shares his journey from exploring different roles in the insurance industry to building one of the most trusted independent agencies. He dives into how he combined his experience in sales, content creation, and training to create a system that helps clients and agents thrive.In this episode, Mark talks about the strategies that set him apart, from leveraging digital content to educate clients, to identifying the right opportunities and leads and scaling a business while maintaining a personal touch.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
So many people avoid calling internet leads — and it's not fear, it's lack of process. In this episode of Dealer Talk with Jen Suzuki, I break down my 3-step call framework that builds trust, uncovers what customers really want, and locks in appointments fast. You'll learn: How to lead with helper vibes instead of "sales vibes." How to get into flex mode to understand their needs and preferences. How to confidently set appointments and ask for commitment. No scripts. No robotic pitches. Just human-to-human connection that converts. Perfect for BDC agents, sales consultants, and dealership leaders who want to level up their call game. Dealer Talk with Jen Suzuki Podcast |
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Discover the real power with the impact of empathy with Dr. Nicole Price. Nicole is an amazing speaker incorporating her skills into human connections and eliminating the missing parts required to strengthen sales, relationships or leadership.Her Book “Spark the Heart: Engineering Empathy in Organization” has great lessons to understand the meaning of empathy by not judging and making sense of everything. Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Unlock the secrets to mastering internet lead follow-up with Jen Suzuki! In this episode of Dealer Talk with Jen Suzuki, Jen dives deep into her aggressive, results-driven 72-hour follow-up cadence for internet leads. She shares proven strategies for phone calls, texts, voicemails, personalized videos, and AI-assisted messaging—designed to help dealerships convert more buyers, build trust, and stand out in a competitive market. Whether you're a BDC rep, salesperson, or manager, Jen's insights will show you how to find the low-hanging fruit, engage customers with personalized content, and maximize your internet sales conversions. Tune in for actionable tips, real-world examples, and a few laughs along the way! Dealer Talk with Jen Suzuki Podcast |
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we explore the remarkable journey of Susana Gibb, who transitioned from a theater major and professional actress to a thriving insurance entrepreneur. Susana's story demonstrates how creativity and entrepreneurship can flourish together, from performing on stage to running her own agency.Susana discusses how her acting background has influenced her communication, confidence, and leadership approach. She offers insights on growing a successful agency, fostering team accountability, and leveraging creativity as a key business asset.Tune in to know how blending passion with purpose can lead to remarkable success both on stage and in the insurance industry.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode we have Andrew Engler, the Co-founder and CEO of Kettle who has built groundbreaking strategies that combine insurance, technology, and real-world mitigation to lower premiums, reduce risk, and protect communities.This conversation is bold, refreshing, and packed with insights that could redefine how we approach risk in the modern world.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we had a conversation with educational consultant, Melissa Dillon. She shared how redefining failure can transform the way we learn, work, and live. From healing old classroom wounds to building confidence in careers, this conversation dives into resilience, mindset, and the power of persistence. Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we sat down with a speaker, coach and consultant Brian Ahearn where he shared the real influence and a key to unlock your potential associated with love.This episode was all about choosing love, balancing life, focusing on a partner's positivity and making bonds with people connected with you.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
In this episode, we sat down with Roger Short an amazing entrepreneur with great experience in multiple ventures for over 25 years. He discussed the ideas of building trust and scaling agency beyond price.Roger's contribution as the co-founder of Life Insurance Academy has made him successful through consistency and rethinking the insurance sales game from leads to loyalty. Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Welcome back to another episode of The Insurance Dudes! In today's episode, we had the pleasure to sit down with Chase Beach, Co-Founder of InsureGrid. A young talented innovator who's transforming the insurance industry by simplifying the way agents buy and sell. Are you struggling hard to chase leads, collecting clients info and price competing? Listen to Chase, how he has revolutionized the sales process for agents with his amazing skills and knowledge. Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Welcome back to another episode of The Insurance Dudes! Craig and Jason sit down with the energetic and insightful Julian Chambers. From his early days dabbling in network marketing straight out of high school, to finding his stride in life insurance and then crushing it in Medicare sales, Julian shares his journey as a young entrepreneur in the insurance world.You'll hear firsthand about the mindset shifts, personal development rituals inspired by Tony Robbins and Grant Cardone, and the actionable strategies that helped Julian go from rookie uncertainty to writing ten Medicare Advantage policies a week.If you're an agent looking to up your game or just need a dose of motivation, you won't want to miss this episode packed with real talk, practical tips, and a whole lot of inspiration. Let's dive in!Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Welcome back to The Insurance Dudes! In this episode, we're joined by Don Wilson, the dynamic founder and owner of Capital Insurance Group. Don's journey is as compelling as it is inspiring—he went from running retail clothing stores in West Virginia to leading a multi-state insurance agency with the mantra of authentic leadership and relentless persistence.Don shares wild tales from the trenches, including a not-to-be-missed story involving a would-be client with “grenades”—plus some runaway police chases tossed in for good measure.But it's not all war stories and dad jokes (of which Don delivers his top three). We dig deep into Don's business philosophy—why branding matters, how focusing on your target demographic leads to agency growth, and the importance of building a culture that puts employees first. Don's passion for mentorship, creativity in prospecting (think “Big Check Express” and the “pastry guy”), and commitment to authentic connections will fire up anyone in the insurance biz—or anyone thinking of making a leap in their career.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Welcome to another episode of The Insurance Dudes! In this candid and insightful conversation, hosts Jason Feltman and Craig Pretzinger are joined by Brandon Wolfe, Managing Partner at Jordan Partners, to dive deep into the world of insurance agencies and private equity.Ever wondered if insurance is the "legalized mafia" of finance, or why so many private equity investors are drawn to this industry? You'll get the inside scoop on what makes insurance such a unique — and investable — business, plus why slow, steady growth always wins the game.Hear Brandon break down the differences between captive and independent agencies from a private equity perspective, and learn what it really takes to get your agency "tuned up" and ready to sell.Whether you're thinking about selling, scaling, or just staying relevant in today's rapidly changing landscape, Brandon's experience negotiating deals and growing businesses offers a refreshing dose of reality and optimism for agency owners at any stage.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
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!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
Welcome back to The Insurance Dudes! In this episode, Craig and Jason sit down with Sethe Smith, owner of the Sethe Smith Agency in Fort Wayne, Indiana, for a candid conversation packed with both wisdom and wild stories from the insurance trenches. From cleaning up unforgettable office mishaps to building a top-performing agency from scratch, Sethe shares the real-life ups and downs of agency ownership—including valuable lessons learned from failure, the importance of having a “why,” and the challenges of hiring and retaining great salespeople.Whether you're an aspiring agent, a seasoned agency owner, or just someone looking for a fresh take on what it really takes to grow a successful insurance business, this episode pulls back the curtain on the highs, the lows, and everything in between. Tune in for some laughs, plenty of actionable insights, and inspiration to tackle the daily grind with grit and vision.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
Insurance Dudes: Helping Insurance Agency Owners Gain Business Leverage
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!