From Mortgages to Millions: How Matt & Randi Built a National Insurance Biz with AI & Community

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In this episode of The Modern Insurance Agent Podcast, we sit down with Matt Sullivan, who alongside his wife and former teacher Randi has grown a thriving national insurance agency now spanning 80+ licensed agents across 30+ states.

You’ll hear the full journey of how they:

• Transitioned from mortgages and public education to insurance entrepreneurship
• Replaced their full-time incomes and built residual income that provides real lifestyle freedom
• Leveraged social media marketing, Facebook groups, and centers of influence to scale
• Created local networking communities from Mompreneur meetups to golf + biz groups
• Are now using AI and automation tools to recruit, nurture, and support agents faster than ever

Whether you're a life insurance agent, agency owner, or just curious how to build a modern business with your spouse without losing your sanity this episode is packed with honest insights, real-life strategies, and tons of takeaways.

Topics Covered Include:

• Building a business with your spouse (the benefits and the challenges)
• Recruiting quality over quantity (and how they ditched Indeed for real relationships)
• Why organic marketing beats cold outreach
• How to create local referral groups that actually drive leads
• The role of AI tools like ChatGPT in creating scalable, repeatable systems

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

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Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

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