Today In 5 Minutes Or Less (TLDR):

• 🔒 Transform Your Agency Sales Without Relying Sol …

• Breaking the Cycle of Bad Hires in Your Insurance …

• Around The Web 🌎

🔒 Transform Your Agency Sales Without Relying Solely on Sales Skills🔒

Dear Insurance Champions,

It's time to shake up the industry's perspective. Many of us have been there, sifting through the wreckage of a sales slump, trying to find that elusive golden nugget that'll shoot those numbers back up. The common knee-jerk reaction? Double down on sales tactics, courses, and training. But what if we told you that most insurance sales problems aren’t sales problems at all?

🔑 The Real Game-Changer: More Quotes, Not Just Better Selling

Digging deeper, it appears that volume is king. Increasing the number of quotes can have a more profound impact on your business than just amping up your sales tactics. So, instead of solely focusing on sharpening your team's selling skills, why not pivot your energies toward funneling more quotes into your system?

Actionable Bullet Points:

• Maximize Lead Sources: Don’t put all your eggs in one basket. Diversify your lead sources and measure their effectiveness.

• Dial Up the Numbers: Equip your team with enough quotes to work on. More opportunities can lead to more sales, even without advanced sales techniques.

🔄 The Power of Process and Consistency

The true magic lies in establishing and adhering to a robust sales process. If you've embroidered your agency with a process that everyone can follow – from prospecting to closing – you'll likely see your lower-tier salespeople's performance inching closer to your superstars.

Actionable Bullet Points:

• Develop a Repeatable Sales Process: Craft a step-by-step process that all team members can follow, regardless of their sales expertise.

• Implement Rigorous Tracking: Keep an eye on each stage of your sales funnel to identify where prospects drop off and why.

🧠 Mindset Over Technique

Our discovery has shed light on a pivotal revelation: sales success is deeply entwined with mindset. Mental toughness can outweigh a smooth pitch. It's the commitment to the grind, the belief in the process, and the tenacity to follow through that sets top performers apart.

Actionable Bullet Points:

• Foster a Resilient Mindset: Encourage and nurture a can-do attitude within your team. Cultivate belief and resilience.

• Celebrate the Small Wins: Recognize and reward process adherence and consistency, not just end results.

🔬 Measurement is Your Best Friend

In what seems to be an echo chamber of 'measure what matters,' it really boils down to this: Your process must be quantifiable. If you can’t measure it, you can't truly understand its impact on your business, nor can you improve it.

Actionable Bullet Points:

• Track Key Performance Indicators (KPIs): Identify and monitor the KPIs that relate directly to your sales process and outcomes.

• Regularly Review and Adjust: Use the data to tweak your process for better efficacy and efficiency.

By focusing on these critical elements beyond traditional sales strategies, you can build a resilient, profitable, and scalable insurance agency. It’s time to look beyond the pitch and into the process.

To high volume and steadfast processes,

Craig Pretzinger and Jason Feltman

The Insurance Dudes! 🚀

Breaking the Cycle of Bad Hires in Your Insurance Agency

That cycle of scrambling to hire because someone suddenly left, it’s brutal. I’ve felt it myself. Someone resigns, or worse, just stops showing up, and now you’re desperate. When you’re in that spot, it’s easy to rush. You grab the next “available” person, just to fill the seat. But deep down, you know you’re taking a risk. More often than not, it backfires. Maybe they don’t fit your values. Maybe they start tearing at your team culture, quietly or not so quietly, and suddenly that one quick fix becomes its own big problem. But what do you do? You keep them, because there’s no one else in line. That’s when it really starts to unravel.

The best thing I ever learned was to always be recruiting. Not just when there’s an open seat, but every single week. Set time aside to interview. Even if you don’t need someone, even if it feels redundant, keep doing it. You’d be surprised how often unpredictability strikes, someone goes to lunch and never comes back. If you wait for that moment to start looking, you’re already behind.

Here’s the reality: our teams, our agencies, they live and die by the people in them. When we hold off on recruiting until our backs are against the wall, we put ourselves in a position to make decisions we later regret. We settle for a “warm body,” and it’s not just about productivity, it’s about the tone and feel of the whole agency. The culture gets hit, morale takes a dive, and sometimes good people leave just because someone wrong was allowed to stay too long.

So, make interviewing and networking a routine, not a reaction. Build a bench of talent, even if it feels like overkill. The hires you make before you “need” them are often your best, because you chose them with intention, not desperation. You’re in control, not the chaos. Even if it takes time, forming that habit is what keeps your agency sturdy, your culture healthy, and your stress levels in check. In the long run, that steady approach wins every time.

Around The Web 🌎

The YouTube 🎥

We had the pleasure to sit down with a visionary entrepreneur and insurance innovator who’s reshaping how we think about wildfire risk, Andrew Engler.

Andrew shares how insurance can lead massive change, turning risk into opportunity and saving billions in the process. We also discuss ADHD, entrepreneurship, and thriving in chaos, revealing how embracing discomfort often leads to innovation.

This Week On The Podcast 🎧

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✅ The #1 International Best Selling Book: Million Dollar Agency

✅ Internet Lead Secrets Checklist To Bind More Policies

✅ The 3 Negotiation Loopholes Lead Companies Don't Want You To Know About

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Much More To Come!

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