Recent Blog Posts

Day: May 30, 2020

If You Want to be the Best, You Have to Beat the Best

May 30, 2020

I’m not a big believer in Monday motivation. I think you need to get your motivation going into the weekend because you have time to

3 Things to Give You a Leg Up on Your Competition

May 30, 2020

Today, I’m going to give you three things you can do to get a leg up on your competition. Now some of it may seem

Email Marketing Strategies That Actually Work for Insurance Agencies: From Segmentation to Conversions

September 16, 2025

Email marketing is often treated as an afterthought in the insurance industry. Producers focus on cold calling, referrals, and in-person meetings—but overlook one of the most powerful tools already sitting in their hands: their email list.

If you’re an insurance producer or agency principal and you’re not actively leveraging email marketing to drive revenue, retain clients, and expand your footprint, you’re missing a golden opportunity. When executed properly, email marketing delivers unmatched ROI, enables targeted cross-selling, builds credibility, and enhances retention—all at a fraction of the cost of other lead-generation tactics.

Beyond the Buzzwords: How Insurance Leaders Are Using AI, Voice Tech, and Community to Drive Real Innovation – A Conversation with Christopher Luiz

September 16, 2025

The insurance industry is evolving at a rapid pace, and the lines between technology, relationships, and service delivery are blurring more every day. As InsurTech continues to capture the attention of carriers, agents, MGAs, and startups alike, the challenge has shifted from finding new tools to figuring out which ones are actually worth using. Too often, insurance professionals are overwhelmed by noise—buzzwords like “AI-driven,” “revolutionary,” or “disruptive” are plastered across every product demo and sales pitch. But for forward-thinking insurance professionals, the real focus isn’t just on adopting the newest thing—it’s on building ecosystems where people and technology thrive together.

Solving Insurance Back Office Bottlenecks: How Automation and Compliance Tools Empower Agencies and MGAs

September 9, 2025

The insurance industry is undergoing a quiet transformation. While headlines often focus on the flashy front-end tools and direct-to-consumer disruption, the real revolution is happening behind the scenes — in the back office. From agency onboarding delays to outdated compliance workflows and manual licensing tasks, these friction points cost MGAs, carriers, and agencies valuable time, revenue, and relationships.

Why Employee Ownership is the Key to Sustainable Agency Growth and Talent Retention

September 4, 2025

In an increasingly competitive commercial insurance landscape, agency owners are struggling to find long-term solutions for succession planning, talent retention, and business perpetuation. Many have considered private equity sales, others offer limited equity to top producers—but a growing number are discovering a more powerful alternative: the Employee Stock Ownership Plan (ESOP).

Captive Insurance as a Business Continuity Plan: How Strategic Advisors Protect and Grow Their Book of Business

September 3, 2025

In today’s competitive commercial insurance market, your book of business is under constant attack. Competitors are targeting your best accounts every day, just like cybercriminals probing a website for vulnerabilities. If you don’t have a plan to defend and grow your client relationships, you’re leaving yourself exposed.

How to Reverse Engineer Your Sales Funnel and Crush Your Q4 Insurance Production Goals

September 3, 2025

As we enter the fourth quarter, many commercial insurance producers begin to panic. Whether you’re behind on your goals or just trying to hit that final sprint, the Q4 crunch is real. But the producers who consistently win don’t treat Q4 as a Hail Mary. They plan with precision, reverse engineer their goals, and execute with ruthless consistency.

In this post, we’ll break down how you can reverse engineer your sales funnel, identify your revenue gaps, and finish the year stronger than you started. Whether you’re writing workers’ comp or cyber liability, these strategies apply across all middle market verticals.

Recent Blog Posts

Day: May 30, 2020

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