The Insurance Dudes©

The Insurance Dudes©

Real talk - we ran our agencies blind for YEARS. No idea what our contact rates were, our quote-rates, our close rates. We were just grinding, blaming the leads when things didn't work. Sound familiar? Here's what changed everything for us: we started tracking the right metrics: leading metrics. Simple, but game-changing. Once we could see our funnel, we 5x'd our production without working more hours. Now we help hundreds of agents do the same - track the right KPIs, optimize what's broken, and finally take control. If we can do it, so can you. This is The Insurance Dudes©.

Episodes

February 6, 2026 28 mins

In this episode, we sit down with Jack Wingate, an experienced small business owner and strategic leader, to unpack what truly drives long-term success in today’s competitive business world. From outworking the competition and building disciplined systems to using automation without losing the human touch, Jack shares real-world insights that every entrepreneur and leader needs to hear.

This conversation dives deep into leadership m...

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In this insightful episode, we sit down with an entrepreneur, sales strategist, and creator of Racing Snail and Leaderboard Legends, Seth Preus. We explore leadership, motivation, sales productivity, accountability, and performance psychology. His work has transformed the approach of thousands of professionals to productivity and team engagement.

From understanding intrinsic motivation and building accountability-driven cultures to ...

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In this episode, we are honored to sit with Sheppard Bowen, co-founder of EVER.PARTY and a former Farmers Insurance agency owner to talk about what actually drives long-term success in the insurance business. From consistency and lead generation to retention, tracking, and team motivation, this conversation breaks down the real levers behind sustainable growth. This episode is a must-listen for agents and entrepreneurs who want cla...

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In this episode, we talk with Justin Thomas about how insurance agents can use digital advertising and funnels to create consistent, high-quality conversations without chasing cold leads. Justin shares his journey from insurance to building Insurance Advertising Masters, where he helps agents bring marketing in-house using Facebook and YouTube ads. We cover the impact of iOS changes, why traditional lead models fall short, the diff...

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In this episode, we’re joined by Jason Levine for a candid conversation about building, growing, and sustaining an insurance agency in an ever-changing market. Jason shares how his path into insurance wasn’t planned, from early ambitions in aviation to stepping into the family business and discovering the strategic depth of the industry. With experience in enterprise-level agency planning, human resources, and VIP account managemen...

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In this episode, we sit down with Eric, Accredited Accident Reconstructionist, Ohio Peace Officer, Marine Corps veteran, and founder of Crash Tech Reconstruction Services, to discuss the real-world risks of car accidents and the staggering costs of being underinsured. Eric shares insights from his nationally recognized reconstruction work, illustrating how one accident can lead to $600,000 in liability, why young adults and seniors...

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Kelly Donahue, a public speaker and consultant with over a decade of experience in the local insurance agency space, joins Insurance Dudes to break down what it really takes to build a profitable, future-ready insurance agency.

The conversation explores leadership at the agency-owner level, creating a strong internal culture, and using systems instead of shortcuts to drive sustainable growth. From sales processes and account roundi...

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In this episode, Kevin Stein, founder and CEO of Delos Insurance Solutions, shares how he is transforming wildfire insurance through cutting-edge AI and innovative MGA structures. With an aerospace background and advanced degrees from Stanford and UC Berkeley, Kevin explains how his team models wildfire risk with remarkable accuracy, providing coverage for homes in high-risk areas where traditional carriers often can’t. 


He delv...

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In this episode, we sit down with Galen Hair, founder of Insurance Claim HQ, to uncover the human side of insurance claims. With over 25 years of experience recovering over $1 billion for policyholders across the U.S., Galen shares how empathy, transparency, and simply being there for clients can make all the difference.

From hurricane-struck Louisiana to nationwide property claims, Galen reveals how emotional support, honesty about...

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In this episode, we uncover the real reasons most insurance agencies struggle to grow and why relying on old-school sales tactics is no longer enough. We’re joined by Andy Neary, who shares how he rebuilt his career from scratch in a market where no one knew him and why building a powerful personal brand became the game-changer that transformed his business.


From the importance of patience in marketing, to the 90-day “this isn’t...

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In this episode, we’re joined by Dan Garzella, a highly respected entrepreneur and the founder of The Garzella Group, one of the fastest-growing independent insurance agencies in the U.S. Dan has built multiple successful businesses, mentors leaders across industries, and continues to guide entrepreneurs on scaling teams, simplifying systems, and creating long-term, sustainable success.


In this episode, we talk about building co...

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We had the pleasure of sitting down with Michelle O’Connor, a seasoned insurance professional with over 25 years of experience, to talk about the ins and outs of growing a successful business. From mastering follow-ups and building consistent sales processes to leveraging technology and AI to better serve clients, Michelle shares practical insights that any entrepreneur or agent can apply.


In this episode, she opens up about man...

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We’re joined by Brian Greenberg, founder of True Blue Life Insurance, to discuss how agents can combine AI, automation, and traditional strategies to grow their business. 


From improving lead conversion and designing effective landing pages to harnessing client reviews and maintaining persistence in sales, Brian breaks down the tools and mindset that make modern life insurance sales effective.


Join the elite ranks of P&C ...

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In this episode, we’re honored to have Nathan Glass, founder of Utopia Risk, to explore the strategies behind making smarter business decisions. Nathan shares his insights on identifying the right people to work with, whether it’s for hiring, partnerships, or long-term collaborations. He dives into how everyday conversations reveal values, why understanding someone’s life outside of work matters, and how subtle red flags in plannin...

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Mark Flockhart, founder of Valor Insurance Group, shares his journey from exploring different roles in the insurance industry to building one of the most trusted independent agencies. He dives into how he combined his experience in sales, content creation, and training to create a system that helps clients and agents thrive.

In this episode, Mark talks about the strategies that set him apart, from leveraging digital content to educa...

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Discover the real power with the impact of empathy with Dr. Nicole Price. Nicole is an amazing speaker incorporating her skills into human connections and eliminating the missing parts required to strengthen sales, relationships or leadership.


Her Book “Spark the Heart: Engineering Empathy in Organization” has great lessons to understand the meaning of empathy by not judging and making sense of everything. 


Join the elite ran...

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In this episode, we explore the remarkable journey of Susana Gibb, who transitioned from a theater major and professional actress to a thriving insurance entrepreneur. Susana's story demonstrates how creativity and entrepreneurship can flourish together, from performing on stage to running her own agency.

Susana discusses how her acting background has influenced her communication, confidence, and leadership approach. She offers ...

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In this episode we have Andrew Engler, the Co-founder and CEO of Kettle who has built groundbreaking strategies that combine insurance, technology, and real-world mitigation to lower premiums, reduce risk, and protect communities.


This conversation is bold, refreshing, and packed with insights that could redefine how we approach risk in the modern world.


Join the elite ranks of P&C agents. Sign up for Agent Elite today and get ex...

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In this episode, we had a conversation with educational consultant, Melissa Dillon.  She shared how redefining failure can transform the way we learn, work, and live. From healing old classroom wounds to building confidence in careers, this conversation dives into resilience, mindset, and the power of persistence. 


Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agen...

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In this episode, we sat down with a speaker, coach and consultant Brian Ahearn where he shared the real influence and a key to unlock your potential associated with love.


This episode was all about choosing love, balancing life, focusing on a partner's positivity and making bonds with people connected with you.


Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your a...

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