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©.
How do you really know if someone will succeed as a producer before you hire them? In this Mailbag episode, we discuss the real traits that separate average producers from the ones who consistently perform, stay longer, and fit the culture.
We dive into how DISC profiles, values, and sales strength attributes reveal far more than interviews ever could, why the classic “high D, high I” assumption can backfire, and how stability and a...
Hiring doesn’t have to feel like a gamble. In this Mailbag episode, we break down a simple 5-step hiring framework designed to remove guesswork, reduce unknowns, and help you consistently find the right people faster. We walk through why paid traffic creates a predictable candidate pipeline, how assessments help you see past interview “A-game,” why group interviews reveal real behavior, and how structured one-on-ones help you choo...
In this episode, we explore the real mechanics behind catastrophe insurance, how underwriting discipline, reinsurance strategy, pricing cycles, and regulatory constraints shape the market more than hype or headlines. Featuring insights from SageSure Co-Founder, President & CEO Terrence McLean, who shares lessons from scaling a catastrophe-focused underwriting platform, maintaining carrier profitability, and navigating risk acro...
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...
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 ...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 ...
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...
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...
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...
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 ...
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Saskia Inwood woke up one morning, knowing her life would never be the same. The night before, she learned the unimaginable – that the husband she knew in the light of day was a different person after dark. This season unpacks Saskia’s discovery of her husband’s secret life and her fight to bring him to justice. Along the way, we expose a crime that is just coming to light. This is also a story about the myth of the “perfect victim:” who gets believed, who gets doubted, and why. We follow Saskia as she works to reclaim her body, her voice, and her life. If you would like to reach out to the Betrayal Team, email us at betrayalpod@gmail.com. Follow us on Instagram @betrayalpod and @glasspodcasts. Please join our Substack for additional exclusive content, curated book recommendations, and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience, and healing. Your voice matters! Be a part of our Betrayal journey on Substack.
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