Recent Blog Posts

Day: April 29, 2025

Unlocking the Future of Insurance Operations: AI, Clean Data, and the CRM Revolution – A Conversation with David LeFevre

April 29, 2025

The insurance industry is at a technological crossroads. For decades, operations have been fragmented, with multiple systems, manual workflows, and siloed data defining how agencies function. But the rise of artificial intelligence (AI), cloud-based CRM, and integration tools is ushering in a new era—one where automation, real-time insights, and seamless client experiences are possible.

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

Mastering Communication Frameworks for Virtual Insurance Teams: Tools, Protocols, and Best Practices for Remote Efficiency

May 15, 2025

The insurance industry is evolving. As virtual agencies become more prevalent and the remote workforce continues to expand, one element stands out as the glue that holds everything together: communication. For agencies trying to deliver exceptional service, maintain high retention rates, and grow their book of business, communication efficiency in remote insurance operations is no longer optional—it’s essential.

In this post, we’ll walk through a proven communication framework that works for remote insurance teams. We’ll cover everything from setting expectations to choosing the right communication tools, crafting a unified language, and implementing a playbook that keeps everyone aligned and productive.

Cracking the Code on Producer Compensation and Equity: Building Scalable, Profitable Insurance Agencies – A Conversation with Colby Allen

May 13, 2025

When it comes to building a successful commercial insurance agency, few topics are as polarizing—or as poorly understood—as producer compensation and equity. Whether you’re recruiting new producers or trying to retain the rainmakers already on your team, how you handle compensation can either fuel your growth or frustrate it. But