Episoder
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Welcome back, listeners, to another exciting episode of The Insurance Dudes Podcast! Today, we have an inspiring and insightful conversation lined up with Stephanie Riggins, a seasoned insurance agency owner with 15 years of industry experience.
Join our hosts, Jason and Craig, as they dive into Stephanie's journey from a waitress to a thriving agency owner, her strategic focus on sales and growth, and the unique challenges she faced starting her business during the pandemic.In this episode, Stephanie shares her invaluable insights on the importance of leadership, structured processes, and maintaining a work-life balance while driving business success.
From dealing with disruptive partners to navigating employee turnover, her candid stories reveal the grit and determination required to build a successful agency. Stephanie also discusses her innovative compensation strategies and the importance of continuously refining processes to maximize profitability and growth.
Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
🔗 https://www.skool.com/agentelite
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?
#LEGOSupport the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Whether you're a seasoned agent or just starting out, this episode is packed with actionable advice and motivation to help you scale your business. So, grab your notepad and get ready to be inspired by Stephanie Riggins' remarkable story and expert tips. The full episode is dropping tomorrow.
Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
🔗 https://www.skool.com/agentelite
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?
#LEGOSupport the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Manglende episoder?
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Nicholas Sacca, an accomplished insurance agent from Las Vegas. Join hosts Craig Pretzinger and Jason as they dive into the transformative power of personal referrals and social media in the insurance industry.
We'll explore how tracking business origins and leveraging consistent, authentic content on platforms like Instagram, TikTok, and YouTube can amplify your presence and drive high-quality leads. Nicholas shares his success stories and lessons learned at his agency, emphasizing the importance of early investment and creating relatable content beyond insurance.
As always, expect a blend of business insights and personal anecdotes, from the role of humor in engaging clients to the long-term benefits of a strong online presence, not only for lead generation but also for recruiting talent and building partnerships. We'll also touch on the importance of work-life balance, the value of genuine connections, and the positive impact of lifestyle changes on personal and family well-being.
Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
🔗 https://www.skool.com/agentelite
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?
#LEGOSupport the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Don't miss out on this episode packed with valuable tips, heartfelt stories, and practical strategies to help you thrive in the ever-evolving insurance landscape. The full episode is dropping tomorrow.
Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
🔗 https://www.skool.com/agentelite
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?
#LEGOSupport the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Watch the full episode here
https://www.buzzsprout.com/254746/episodes/15976527
Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!
🔗 https://www.skool.com/agentelite
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?
#LEGOSupport the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Welcome to another episode of The Insurance Dudes! In this riveting episode, our hosts Eric Brown and Craig Pretzinger sit down with Nik Champion, founder of Champion Insurance Agency. Together, they delve into the highs and lows of the insurance business, including Nik’s harrowing experience with a client's threats, the importance of maintaining professional boundaries on social media, and the challenges of rebranding an acquired agency.
Nik opens up about the strategic growth of his agency from a humble start in 2017 to a thriving operation with 16 employees and an anticipated $14 million in premiums. The conversation covers a wide array of crucial topics, including the importance of ethical decision-making, modernizing operations, and juggling personal sacrifices for business growth.
Listeners will gain valuable insights into effective sales strategies, staff management, and progressive practices like employing a mental health coach. Nik also shares personal anecdotes and leadership philosophies, emphasizing the significance of treating employees as the top priority and maintaining integrity in all business dealings.
Tune in to hear how Nik Champion and our hosts navigate through the complex world of insurance, providing a blueprint for success and paving the way for aspiring insurance professionals.
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?Support the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Welcome to The Insurance Dudes Podcast! I'm your host, Jason Feltman. In today's episode, we dive into a topic that every business owner can relate to – reigniting the passion and fun in your business. Remember those early days when every new client felt like a win and running your agency was exhilarating? Over time, the thrill can fade, and it might start feeling more like a daily grind. But here’s the good news – it doesn’t have to stay that way.
Today, we'll uncover actionable steps and a simple framework to help you reconnect with your original passion, identify and focus on your zone of genius, and delegate the tasks that drain your energy. We’ll also discuss creating enjoyable systems and processes, celebrating small wins, managing emotions effectively, and surrounding yourself with the right people. So, if you’re ready to make your business fun again and reignite that entrepreneurial fire, let’s dive in!
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?Support the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Attention all P&C Insurance Agents!
Ready to level up your agency? 🔥 Join Agent Elite today and lock in your spot as a Founding Member with lifetime access!
Founding Members get:
✔ FREE access to the best-selling book Million Dollar Agency
✔ A powerful lead checklist to close more deals
✔ Expert sales tips & exclusive live events!
This offer is limited, so don’t wait—sign up now and secure your spot!
🔗 https://www.skool.com/agentelite
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?Support the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Join the waiting list and become a Founding Member with lifetime access—only till 21st October!
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?Support the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Listen up!! Agent Elite is a community for P&C agents we started, and it has a waiting list for you to sign up for! Join while it’s free, you don’t want to miss out.
All of you who join the waiting list will be a founding member with access for life. Hurry up though, cause the offer is for limited time!
🔗 to sign up: https://www.skool.com/agentelite
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?Support the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
In this insightful episode of The Insurance Dudes, Jason dives deep into eliminating frustration in your business and unlocking growth. They discuss the common hurdles business owners face, particularly the frustration with employees and stagnant growth. Jason shares a pivotal moment that transformed his approach to managing his business, leading him to use a six-step framework that focuses on running the business with math and leading the team with emotion.
Key Takeaways:
Identify Results: Clearly define the outcomes you want to achieve in your business and believe that they are attainable.Quantify Actions: Determine the specific actions needed to reach these results. Even the least successful salesperson is doing something right; identify and quantify these actions.Daily Activities: Break down the activities needed daily to achieve the desired results. This is crucial when delegating tasks to your team.Provide Tools: Ensure your team has the necessary tools to perform their tasks effectively. This includes leads, software, and any other resources.Time Management: Assess if your team realistically has the time available to complete the required actions. Make sure the goals are attainable within the given time frame.Agreement and Reasonableness: Confirm with your team that the action plan is reasonable and achievable. Creating this agreement ensures that everyone is on the same page and committed to the plan.
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?Support the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
In this dynamic episode of "The Insurance Dudes," hosts Craig Pretzinger and Jason Feltman sit down with Carson Porter to dive deep into the strategies and insights that can turn insurance agents into formidable sales machines. Carson shares his expertise on cross-selling life insurance to Property and Casualty (PNC) clients, offering valuable pointers on leveraging client data, refining leads, and the importance of persistence.
Key Topics:
- Cross-Selling Strategy:
Carson explains how to effectively use property and casualty data, like mortgage details, to introduce life insurance as mortgage protection, making cross-selling more efficient and lucrative.
- Optimizing Sales Pitch and Strategy:
Streamline life insurance application processes by using client surveys and short, relevant add-ons during PNC discussions to save time and boost revenue.
- Increasing Efficiency and Revenue:
Learn how selling a $1,200 life insurance policy with minimal effort can double an agent's first-year revenue, providing resources for business growth.
- Agent Collaboration:
Discover the benefits of partnering with driven life insurance agents, even part-time or outside the primary carrier's system, to handle leads and sales efficiently.
- Overcoming Industry Challenges:
Tackle the bureaucratic and compliance hurdles that come with agent partnerships and incentivize proactive teamwork.
- Persistence in Lead Follow-Up:
Jason and Carson emphasize the success of persistent but respectful follow-ups, noting that later contacts often yield the highest retention and close rates.
- Comparison of Captive vs. Independent Insurance Models:
Weigh the pros and cons of captive and independent insurance models, emphasizing the need for selective quoting and the benefits of collaboration.
- Sales and Partnering Strategies:
Carson shares how partnering with agencies that don’t sell life insurance can increase profitability and retention through efficient marketing strategies.
Contact Information:
Follow Carson on social media or reach out via email at [email protected].
Instagram
LinkedIn
Facebook
Website
Concluding Remarks:
Join Craig and Jason as they explore the wealth of knowledge shared by Carson Porter on how insurance agents can maximize effectiveness and boost revenue through smart sales strategies and persistent follow-ups. Don’t miss out on these valuable insights that can transform your agency.
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Be sure to subscribe to "The Insurance Dudes" for more expert advice and industry insights in future episodes!
Support the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Welcome back to The Insurance Dudes podcast! In today's episode, we're diving deep into the secret sauce behind building a successful and profitable insurance agency. Join Craig Pretzinger as he recounts his transformative journey with the innovative "telefunnel" system, a unique blend of traditional phone sales and modern lead generation. Discover the struggles and triumphs that led to his agency's explosive growth, the critical role of perseverance, and the incredible ROI proven by millions of data points. Whether you're facing challenges in scaling your agency or simply looking to boost your sales efficiency, this episode is packed with invaluable insights and actionable advice. Don't miss it!
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in? #LEGOSupport the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Craig Pretzinger delves into the intricacies of creating a predictable, consistent, and profitable agency sales machine. Kicking off with a reflection on the importance of strategic investment and the pitfalls of a DIY approach, the episode centers around the transformative power of telefunnels. Craig describes the journey from initial experimentation to the establishment of highly effective sales processes, initially undertaken by Jason Feltman but later optimized through continuous exploration and collaboration.
The conversation expands into case studies and real-world examples of agencies that have successfully implemented telefunnels, ranging from solo operators to large-scale agencies with over twenty employees. Craig emphasizes the critical role of personal interaction in modern sales processes, highlighting the necessity for clients to feel secure while sharing sensitive information over the phone. He notes that while technology and AI tools like ChatGPT and other language models are evolving, the fundamental aspects of human-driven sales funnels remain crucial.
Listeners are encouraged to stay ahead of technological advancements and continuously adapt to new tools in the industry. Craig elucidates how hundreds, if not thousands, of agencies have benefited from the telefunnel strategies discussed on the podcast, with many achieving significant scalability. The episode underscores the sense of community among agency owners who share insights and learn from each other’s experiences, fostering continuous growth and innovation.
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the waSupport the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
In this illuminating episode of The Insurance Dudes podcast, host Craig Pretzinger dives into the intricacies of building a successful insurance agency using telefunnels. With a blend of personal anecdotes, hard-earned lessons, and actionable strategies, Craig provides a blueprint for agencies looking to streamline their dialing operations and maximize profitability.
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in? #LEGOSupport the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Welcome to another insightful episode of "The Insurance Dudes" podcast! In this episode, host Craig Pretzinger dives deep into the common pitfalls to avoid when implementing a TeleFunnel. If you've ever struggled with generating leads or understanding the math behind successful TeleFunnels, this episode is tailor-made for you.
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in? #LEGOSupport the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Welcome back to another insightful episode of The Insurance Dudes! In today's show, host Craig Pretzinger delves into the fascinating interplay of technology and the human touch within the insurance industry. Reflecting on his journey from 2008 to the present, Craig reveals how the technological landscape has dramatically evolved—from manual dialing of phones to advanced automated systems.
You'll hear about the prudent use of carrier-approved technology for sending out text messages, the importance of adhering to legal mandates like TCPA, and the role of tech in tracking and measuring crucial business data. Craig also shares invaluable tips on calculating the lifetime value of customers and highlights the significance of automating repetitive internal processes to free up human resources for more client-facing tasks. Whether you're running your own insurance office or want a peek into the integration of tech and human efforts, this episode offers practical insights to keep you ahead of the curve. So, let's dive in and explore how technology seamlessly blends with the indispensable human element in the insurance world!
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in? #LEGOSupport the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
In this insightful episode of The Insurance Dudes, Craig Pretzinger dives deep into the crucial role of dialing specialists in a telefunnel. With a special introduction by his AI counterpart, AI Craig, the episode explores the evolution and optimization of dialing strategies, focusing on how dialing specialists serve as "sifters" to maximize sales efficiency and reduce burnout among sales agents.
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in? #LEGOSupport the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Welcome back to The Insurance Dudes! In this episode, host Craig Pretzinger and special guest Jason Feltman dive deep into the nuts and bolts of creating a successful telefunnel system for insurance agencies. They explore essential elements like lead generation, the right dialing systems, and crucial metrics to track. Craig shares personal experiences on letting go of control in his agency, the importance of specialized roles, and the benefits of outsourcing dialing tasks. Whether you're struggling with creating consistency or hitting sales targets, this episode offers actionable insights to transform your agency into a profitable sales machine. Don’t miss out—grab a copy of Craig’s book on Amazon for even more valuable tips. Tune in now!
Grab our newly released book at a discount!
https://ln.run/02VKz
The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here
Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!
Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!
Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.
Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in? #LEGOSupport the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes -
Shoot Us A Message!
Welcome back to another enlightening episode of The Insurance Dudes podcast! In today's episode, we're diving into the secrets of crafting a predictable, consistent, and profitable agency sales machine. Join host Craig Pretzinger and special guest Jason Feltman as they unveil the concept of the "Gateway to Success," shedding light on its transformative power for insurance agents striving to elevate their business.
Craig delves deep into the psychological journey we all embark on, referencing the Dunning-Kruger effect to explain the initial optimism and subsequent challenges we face when starting new endeavors. He shares personal anecdotes and professional insights, illustrating how persistence through the toughest times often leads to breakthroughs just beyond the infamous "pit" of doubt and difficulty.
Listen in as Craig recounts his own experiences, from almost giving up in December 2019 to achieving staggering success by understanding critical business metrics like lifetime value, cost per sale, and capacity. Discover how a systemic, process-driven approach can lead to organized chaos that ultimately ensures predictable results.
Get ready to be inspired and equipped with actionable strategies to take your insurance agency to the next level. Don't miss this pivotal episode of The Insurance Dudes!
Grab our newly released book at a discount!
https://ln.run/02VKzSupport the show
Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!
And a review over on the Apple Podcasts would be incredible!
Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.
We appreciate you!
Craig Pretzinger & Jason Feltman
The Insurance Dudes - Vis mere
