The Insurance Dudes is a weekly podcast for independent and captive P&C insurance agency owners, hosted by Craig Pretzinger and Jason Feltman, covering lead generation, sales scripts, DISC-based hiring, producer training, recruiting, automation, and the KPI tracking that scales an agency past $10 million in premium. Craig and Jason ran their own agencies blind for years. No read on contact rates, quote rates, or close rates. Just grinding, and blaming the leads when production stalled. Then they…
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Shoot Us A Message! Hiring for insurance agencies requires a specific strategy to avoid turnover and protect your company culture. This episode covers the common hiring mistakes that lead visionary CEOs to lose their best talent and how to implement better agency systems for long term retention. Mandy Keene, a specialist in helping business owners align their team with their vision, joins us to…
Shoot Us A Message! Struggling to grow when your best move feels too risky to make? We discuss how to scale a P&C agency from scratch. The episode focuses on the transition from a small startup to a 50 employee operation by implementing specific outbound dialing processes and hiring the right producers. Guest Dan Garzella, owner of The Garzella Group, explains his journey of building an agency…
Shoot Us A Message! Hiring Producers for P&C Agencies. In this episode, we discuss effective recruitment techniques for finding high performing talent in a competitive market. We break down the mechanics of role fit and how to screen for candidates who actually want to work. If you are looking to improve your hiring process, hiring producers, and team culture, check out TeamIQ. Key Takeaways and…
Shoot Us A Message! How to close more P&C deals in 6 steps. In this episode, we break down the six stages of every successful insurance sale. We explain how to move prospects through the funnel using consistent outbound dialing and proven lead generation strategies. Mastering these stages is essential for agency growth and maximizing your overall agency valuation. Improve your results with our…
Shoot Us A Message! Are your marketing efforts leaking money without delivering the growth you need? This episode dives into the real, behind-the-scenes challenges of running successful lead campaigns and how to fix the leaky buckets draining your budget. You’ll learn the six crucial stages to optimize, from sourcing reliable leads and managing cold calls to navigating carrier flags and discover…
Shoot Us A Message! Think your agency has a lead problem? Most agencies aren’t losing sales because they bought the wrong leads, they’re losing because they’re not tracking the right numbers. In this episode, we break down the 3 metrics every P&C agency needs to scale with confidence: cost per sale, lifetime value, and payback period . When you know your numbers, you stop guessing, stop bleeding…
Shoot Us A Message! Most agencies aren’t losing growth because of price, they’re losing because of process. 👀 In this episode, we break down why the best P&C agencies win by building better systems, not just pushing harder. From producer accountability to closing more business, the real edge comes from creating a repeatable process that helps your team sell with confidence. We also dig into why…
Shoot Us A Message! Are bad hires quietly draining your profits? We discovered how the true cost of a failed team member can skyrocket to $74,000 in just six months and why neglecting this is crushing your growth. You'll learn the concrete numbers behind hiring mistakes, the cascading effects of turnover, and practical steps to build a pipeline of champions who keep delivering for your agency…
Shoot Us A Message! How to teach and train a sales team effectively depends on consistency and repetition rather than one-off training events. We answer a mailbag question about the best way to develop producers and ensure agency growth. The episode breaks down why daily meetings are the core of a successful sales system and how they prevent the natural entropy of an agency. It covers the…
Shoot Us A Message! Think your agency has a lead problem? Think again. In this high-energy episode, we reveal how top agencies are slicing through chaos by upgrading their talent game. Discover why ditching the bottom tier can triple productivity, how clear standards keep A players engaged, and why investing more upfront saves headaches and boosts profits fast. Learn why hiring for attitude over…