Recent Blog Posts

Day: August 2, 2022

3 Tips to Help Achieve the Producer Lifestyle

August 2, 2022

So many people want to have the producer lifestyle, but they don’t understand you have to do the producer’s job to get there. What does

Unlocking the Power of Group Captives: A Producer’s Guide to Risk Management, Profitability, and Premium Control

May 29, 2025

Group captives have become one of the hottest topics in commercial insurance over the last several years, especially as we navigate one of the hardest markets producers have seen in decades. With premiums climbing and standard markets tightening their underwriting appetite, many middle market companies are asking their brokers about

Eliminating Billing Friction: How Modern Payment Solutions Are Transforming the Insurance Agency Experience

May 29, 2025

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Mastering the Buyer Journey: Sales Mindset, Follow-Up Systems, and Coaching Strategies for Middle Market Success – A Conversation with Jacob Hicks

May 23, 2025

Producers face a sales environment that is fiercely competitive, time-consuming, and filled with complexity. The difference between average and exceptional isn’t always in knowledge or credentials—it’s in how producers think, how they follow up, and how committed they are to mastering the buyer journey. Drawing on insights from a recent

How Compliance Conversations and Mod Analysis Can Win You More Middle Market Business – A Conversation with Dustin Boss

May 22, 2025

Producers can no longer rely on quotes and relationships alone. Middle market prospects are increasingly skeptical of traditional insurance sales approaches. They’ve seen the same pitch from too many agents: “Let me quote your insurance and I’ll save you money.” If that’s your go-to strategy, you’re not just behind the

Scaling Sales Success: How Call Reviews and Role Play Drive Producer Performance

May 21, 2025

In the fast-paced world of commercial insurance sales—especially within virtual or hybrid agencies—sales training isn’t optional; it’s essential. Yet many agency leaders overlook two of the most effective and accessible tools available to them: listening to recorded sales calls and consistent role play.

Streamlining Commercial Insurance Submissions with AI and Smart Intake Workflows – A Conversation with Sembley

May 15, 2025

Time is one of the most valuable resources an agency has—and ironically, it’s also one of the most frequently wasted. Producers and account managers often spend countless hours on tasks that don’t directly drive revenue: chasing down clients for missing information, filling out repetitive forms, and manually inputting data into