Today In 5 Minutes Or Less (TLDR):

• 🔒 Mindset Masterclass: Drive, Mentorship & Buildi …

• Three Key Questions to Reflect on Your Insurance A …

• Around The Web 🌎

🔒 Mindset Masterclass: Drive, Mentorship & Building a Legendary Agency🔒

Dear Insurance Champions,

Ready for real talk? If you want to be more than just “another agent,” here’s your playbook for relentless agency growth. Take these battle-tested lessons and turn them into real world results. Your competitors are reading headlines about recession. You’re about to read what to do about it.

1. Figure Out What Actually Drives You, And Your Team

Everybody’s triggered by something different. For some, it’s lifestyle. For others, it’s career, recognition, or even proving someone wrong. Your job:

• Write down your motivations as if you’re your own boss. Ask: “Would I let my daughter marry me?”, are you proud of who you’re becoming?

• For each team member, dig past surface goals and spot what’s lighting their fire, family pride, career advancement, financial freedom, or spite.

• Stop motivating everyone the same way. Fire up Mary differently than Bobby.

2. Build Willpower, Not Just Skill

Here’s the deal, 9 out of 10 agencies train sales skills 90% of the time, barely touching willpower. Wrong move.

• Set up weekly “mental toughness” huddles, spotlight stories of grit, setbacks, and comebacks.

• Have agents envision their alternative futures: what are they actually saying “yes” to if they quit?

• Hold one-on-ones where you walk agents through the pain of settling, not just the tactics of selling.

3. The Art of Asking the Right Questions

Success happens when you ask the right question of the right mentor or peer. NOT when you “network” aimlessly.

• When you shadow a top producer, ask: “What mistake nearly ruined you and how did you fix it?” Forget basic “keys to success.”

• Prep your team to always approach sales calls with a needs diagnosis mindset: What’s missing in this client’s coverage? What have other agents overlooked?

4. Engineer Delayed Gratification, In Yourself & Your Team

Tough milestones breed the strongest minds.

• Don’t let rewards come easy, especially for newer staff. Create real hurdles, be it learning scripts, passing certifications, or hitting activity targets.

• Bring “negotiation” into training, let agents earn the next step, just like you’d want your own kids to. Delayed wins stick.

5. Accept That Fear Spreads Like The Flu, So Inoculate Daily

Fear kills more agencies than low contact rates ever will.

• Design daily “thinking time”, no screens, just pen and paper, brainstorming moves for worst-case scenarios.

• If you sense fear climbing inside the office, address it ON THE SPOT, don’t let it simmer.

• Use market fear as your edge: find clients who are worried and help solve what keeps them up at night.

6. Reliability > Raw Talent

You want real closing muscle? Stop chasing “bright shiny object” hires.

• Reliability, the person you can bet your kid’s college fund on to deliver next month. That’s your future top producer.

• When recruiting, grill for reliability: “Give me three examples you followed through when nobody was watching.”

Action Steps:

• This week, schedule 1 willpower training meeting.

• Journal for 10 minutes: “What drives me? What drives my team?”

• Audit your skill vs. will training ratio, fix it.

• Comment if you’ve seen skill-only training flop (we’ll share top 3 willpower hacks).

Remember, insurance is the agency “8”, most aren't lucky enough to realize its true potential. Stay sharp, stay healthy, and let’s build an agency worth owning.

Craig Pretzinger and Jason Feltman

The Insurance Dudes! 🚀

Three Key Questions to Reflect on Your Insurance Agency Bonus This Year

If you just got your annual bonus, or maybe you didn’t, let’s do something different for a minute: grab a piece of paper and answer, honestly, are you happy with your bonus? And, more importantly, why or why not? Be real with yourself, this isn’t about beating yourself up if things didn’t go perfectly. Some years, curveballs come at you and you can’t control everything. But when you write it out, it gives you a snapshot of where you stand and opens up a space for some real reflection.

Next up, take a look at the actions you took last year that led to your results. If you hit your bonus goal, awesome. What specifically did you do that got you there? Break it down, maybe you put in extra time on marketing, hired that extra person, or dialed in your team’s process. If you landed halfway to your target, or didn’t make bonus, get clear on what you did that set that into motion. Sometimes it’s easy to focus on what we didn’t do, but the real gold is seeing the patterns you can actually control.

Now, here’s where you raise the bar: ask yourself what you’re willing to do differently this year to make things better than last year. If you only invested a certain amount on marketing, is it time to push that number and test new strategies? Are you ready to finally delegate those tasks that eat up your day so you can focus on the bigger picture? For a long time, I found myself spinning my wheels, doing the same things but hoping for better results. That never worked. Change only came when I got honest about what I was actually willing to shift.

The key is being intentional and honest with yourself, whether you want to free up time, grow your wealth, or both. You need to set up the right processes, bring the right people in, and trust your team so you’re not carrying the whole load alone. That’s how you get off the hamster wheel and move toward the agency, and lifestyle, you actually want.

Answer those three questions, write them down, and you’ll have a clear path for what’s next, no matter how last year ended up.

Around The Web 🌎

The YouTube 🎥

In hard, unpredictable markets, chasing new clients alone is risky and temporary. The agencies that win long-term focus inward: building relationships, multilining, bundling, and strengthening retention.

When clients trust you with more than one policy, they don’t leave easily and that revenue isn’t fragile. Growth doesn’t always come from outside. Sometimes, it starts by selling better to the people who already trust you

This Week On The Podcast 🎧

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You will Get:

✅ 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

✅ Live Events Every Month

Much More To Come!