Building Us with Dr. Matt Morris and Erik Garcia CFP, Episode #98

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

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

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.

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

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.

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