Today In 5 Minutes Or Less (TLDR):

• 🔒 $18MM Agency Secrets for Real Growth – Actionab …

• Finding Your Calling: How to Turn Passion Into a V …

• Around The Web 🌎

🔒 $18MM Agency Secrets for Real Growth – Actionable Tactics Inside!🔒

Dear Insurance Champions,

Let’s cut the fluff. If you’re serious about growing your P&C agency in this market, grab these principles straight from someone who’s scaled to an $18 million book – without writing property in Florida. Here’s how to move from reacting to scaling, with real talk and real numbers:

Hook:

Why do most agencies stall at $2-5MM in premium? Because they chase “silver bullet” marketing hacks instead of building relentless, repeatable systems. Dan Herrenbrook built his Florida agency to $18MM with these unglamorous, powerful moves.

VALUE:

What Worked at $18MM Premium:

• Relentless Marketing Consistency

1. “There’s no such thing as a silver bullet…”

2. Find what works even a little – then do it on repeat. Daily. Weekly. Forever.

• Route-Based Referral Activation

Run a 150-location route for loan officers and mortgage brokers. Dan’s “candy lady” delivers business cards and Snickers every month. Result: 125+ referrals/month.

• Who’s your “route runner”?

• Create a rotating schedule, track referral sources, and automate reminders.

Departmentalize for Scale

At 11 staff, Dan runs TWO full-time retention reps, admin floaters, and producers focused only on new business.

• Revisit your org chart – are you pulling producers back for service?

• Every person needs a clear lane – retention or growth.

Lead Buying with Long Game

Stop measuring internet leads by immediate sales. Buy for the cross-date, nurture, follow up at renewal.

• 3 months/year, buy leads... then work your pipeline not your inbox.

“Always At Work” Brand Mindset

Wear the brand everywhere (sports events, allergy shots), and be ready to start the conversation.

• Tell your team: We’re always at work – doesn’t mean always working.

ACTION STEPS:

• Write out your weekly marketing activity. How many touches, how many routes, how often?

• Audit staff roles – are retention and new business separated?

• For every internet lead you buy, set up a 6-month cross-date reminder.

• Teach your team to represent the brand every time they leave the office.

• Run your numbers: If you retain 90% of your book, how much NEW premium do you need each month just to break even? (Dan: $1MM/year.)

TAKEAWAY:

Perseverance beats hype. Relationships beat discounts. Consistency beats hacks. You want an $18MM agency? Get your route, get your roles, get your brand everywhere. Don’t let your staff see you sweat – and don’t badmouth your carriers. The market’s tough, but steady work stacks results.

Stay persistent,

Craig Pretzinger and Jason Feltman

The Insurance Dudes! 🚀

Finding Your Calling: How to Turn Passion Into a Viable and Rewarding Career

Today, we're diving into a topic that's crucial for both personal and professional fulfillment: finding your passion. In a recent episode, Jason and Eric shared some powerful insights about the connection between passion and work.

Jason brought up a profound point about the conversations he's had with exiting employees. He mentioned that the root cause of their departure often boiled down to a lack of happiness. It's a powerful reminder that when our work doesn't align with our passion, it can lead to dissatisfaction and ultimately, departure.

Eric chimed in with a nugget of wisdom about the possibility of making a living without it feeling like work. He emphasized that when we find our passion, work becomes a joy rather than a burden. It's a refreshing perspective that challenges the idea that work should always feel like, well, work.

So, what's the takeaway for us insurance folks? It's a reminder to evaluate our own alignment with our work. Are we truly passionate about what we do? Are we approaching each day with a sense of purpose and fulfillment? If not, it might be time to reassess our career path and consider how we can infuse it with passion.

Finding your passion doesn't mean abandoning financial responsibilities. Rather, it's about seeking out opportunities that allow us to merge our passion with our professional pursuits. And as insurance professionals, we are uniquely positioned to find purpose in helping others protect what matters most to them.

Let's take a moment to reflect. Are we approaching our work with a genuine sense of passion and purpose? How can we infuse our professional journey with the things that truly light us up?

Ultimately, finding our passion in the insurance industry can lead to a more fulfilling, impactful, and joyous career. It's not just about the work – it's about elevating our daily experiences and making a meaningful difference in the lives of others. So, let's embrace the quest to find our passion and let it guide us to a more fulfilling professional journey.

Around The Web 🌎

The YouTube 🎥

Success doesn’t come from talent, luck, or shortcuts; it comes from showing up, grinding daily, and doing the hard things when no one is watching. The real freedom comes years later, but only if you’re willing to put in the work today.

This Week On The Podcast 🎧

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