The Insurance Dream Podcast

Quoting keeps you in the price race. Consulting makes you a trusted advisor. In this episode, discover how to shift from quoting to consulting — and why that change wins clients who stay for the long…

The processes that worked at $1M won’t carry you to $5M. Growth exposes cracks, and without reinvention, your agency stalls. Learn how to spot when systems are breaking and how to upgrade before it’s…

Big accounts look tempting, but they often drain resources and destabilize your agency. In this episode, we unpack why mid-sized, profitable accounts usually deliver more stability and long-term succ…

Is your team just quoting what prospects ask for, or are they uncovering opportunities and driving real growth? In this episode of The Insurance Dream, we’ll dig into the difference between order-tak…

Too many agency managers act like babysitters—checking boxes and watching tasks instead of owning results. In this episode of The Insurance Dream, we’ll explore how to transform managers and senior s…

Making the leap from captive to independent agency ownership can feel overwhelming, especially in that critical first year. In this episode, I’m joined by Spencer with Brightfire to break down three …

You know your revenue target — but do you actually know what it takes to hit it? In this episode, we walk through how to reverse-engineer your agency’s financial goals into real, trackable daily acti…

That $4,000 commission day might feel like a win — but is it really moving you closer to your goals? In this episode, we flip the script on how you track progress. Instead of counting how much you’ve…

Holidays and industry-specific awareness days aren’t just fun dates on the calendar—they’re powerful marketing opportunities. In this episode, I’m joined by [Sponsor Name] to talk about how insurance…

This one email can transform your relationship with clients — no selling required. In this episode, we break down the timing, structure, and purpose of the one high-value email every insurance agency…

If your retention strategy only kicks in 30 days before renewal, you’re already behind. This episode explores how to earn client permission to educate, advise, and re-shop well before renewal day. Pr…

Most deals — and most trust — are lost in the gap between touchpoints. This episode explores why your follow-up process might be costing you referrals, renewals, and reputation, and what to do about …

Clients rarely complain — they just leave. In this episode, we explore the silent signals that customers give when they’re dissatisfied and how to become more proactive and intuitive in your service.…

Your agency might seem like it's running fine — quotes are getting done, claims are being filed — but if your systems are inconsistent or clunky, you're bleeding money and customer trust. In this epi…

So many problems in an agency come down to follow-through. Not ideas, not strategy—just finishing what you said you'd do. This episode breaks down the micro skill of follow-through: how to build it, …

When things get busy, tired, or emotionally hard—your system is what saves you. This episode is about how systems aren’t just for efficiency… they protect your team from emotional exhaustion, angry c…