Recent Blog Posts

Day: May 25, 2021

5 Tool Players Have Technical Knowledge

May 25, 2021

If you’ve followed me for any length of time, you know that I believe you have to be a hybrid to succeed in the sales

Marketing Intelligence for Insurance Agencies: Tracking, Attribution, and Data-Driven Growth

October 20, 2025

In the ever-evolving world of commercial insurance, marketing has become a critical lever for growth. Yet most agencies still struggle to understand what’s actually working. From websites that generate leads with no attribution to CRM systems that silo vital data, insurance agencies are often flying blind.

How Data-Driven Prospecting and CRM Tools Are Reshaping Middle Market Commercial Insurance Sales

October 20, 2025

If you’re a commercial insurance producer trying to grow in the middle market, you’re probably aware that the old-school prospecting methods—cold calling hundreds of businesses, dropping off trinkets, hoping someone is “coming up on renewal”—are no longer enough. In today’s competitive environment, success isn’t about how many people you reach. It’s about reaching the right people at the right time with the right message.

Turning Risk Into Opportunity: How Property Survivability Data is Transforming the Insurance Landscape – A Conversation with Valkyrie Holmes

October 14, 2025

Too many agents stop learning once they’ve earned their license. The bare minimum—meeting continuing education requirements—is not enough in today’s climate. Producers often resort to online forums, asking where they can complete CE hours “as quickly as possible.” This mindset directly impacts their ability to communicate complex subjects like reinsurance or risk modeling to clients in an understandable way. As a result, they struggle to retain accounts and close new business in an increasingly competitive market.

From Quote Chasers to Trusted Advisors: Closing Middle Market Insurance Accounts with Total Cost of Risk Strategy

October 13, 2025

The problem? Too many producers are pitching too soon, to the wrong people, with nothing more than a quote to offer. This article walks through how to close more business by positioning yourself as a trusted advisor, selling Total Cost of Risk (TCOR) outcomes, and using a structured approach to differentiate at every stage of the sales process.

From Cold Calls to Carpool Closers: How Insurance Producers Can Build Trust with Educational Content

October 7, 2025

In the modern commercial insurance landscape, trust is no longer built solely through in-person meetings, networking events, or polished brochures. It’s earned digitally—often before a prospect ever takes your call. As sales dynamics shift and competition tightens, the producers who will thrive are those who understand one thing: educational content is the new handshake.

How to Build Referral Networks That Drive Revenue and Recruit Elite Producers in Commercial Insurance

October 7, 2025

Most commercial insurance producers think of referral networks as an afterthought—something that might generate a lead or two if they attend enough events, shake enough hands, or stay active in their BNI chapter. But the producers who consistently dominate the middle market think differently. They treat referral networks like revenue engines, built with the same discipline as a sales pipeline, and they use those relationships not only to generate appointments but to recruit the next generation of elite producers.

Recent Blog Posts

Day: May 25, 2021

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