CRM 1 | Shoptalk Series, Episode #48
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck are joined by David Lefevre, Owner of SalesPWR. They discuss what CRM is all about and why people should utilize it.
Welcome to the
This is The Power Producers Podcast where we are refining and redefining the sales game. A place where sales professionals can come to learn from other sales professionals and thought leaders who have mastered their craft. As well as their peers who are still striving for perfection to achieve their “why”. Real sales professionals. Real stories. Real results. Are you ready to feel the power?
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck are joined by David Lefevre, Owner of SalesPWR. They discuss what CRM is all about and why people should utilize it.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Aron Robertson, Owner of The Robertson Insurance Group. Aron talks about his journey in the insurance industry and the lessons he learned in the Marine Corps.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck discuss how to make passive income in their agencies through utilizing a quote, bind, and issuing products.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Trace Meek, TRS, Chief Executive Officer, and Founder at Fetch! Underwriting Made Easy. Trace talks about his ideas in building the business and the system they have at Fetch!.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Simon Severino, CEO of Strategy Sprints GmbH. Simon talks about why they work best with high ticket B2B office and what Strategy Sprints is all about.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck discuss budget and people’s budget specifically as it stands for the sales process.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Steve Anderson and Carey Wallace, of Catalyit. Steve and Carey discuss all the tech guidance that agencies need, and what Catalyit is all about.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Joy Justus, SVP, Customer Experience at ThinkHR. Joy talks about her journey in the learning management system and her favorite wins at ThinkHR.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck talk about the different stages of the sales process.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Emilio Figueroa, Chief Insurance Officer at Foresight Commercial Insurance. Emilio talks about how they engage people in utilizing their technology and their focus in the middle market.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Jason Cass, Owner of Agency intelligence and managing partner at the Insurance Alliance. Jason talks about associations and the conversations he had with Billy Williams.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck talk about the different stages a company goes through in the buyer’s journey and the new business appointment they had.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Khuram Hussain, CEO and Founder of 20 Miles Inc. Khuram talks about his approach in the insurance industry and the significance of following systems.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interviews Erik Garcia, CFP®, President at Garcia Financial Group, and Dr. Matt Morris, LPC, LMFT, Counselor and Therapist at Matt Morris & Associates. They discuss their knowledge on relationships, money, and their podcast called Building Us Podcast.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck talk about everything we need to know about loss runs.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Aaron Steffey, Co-Founder and Director of Sales and Marketing at Propeller Bonds. Aaron talks about the types of bonds and how Propeller Bonds has been doing since it opened.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Laura Treonze, Chief Life Strategist, Motivational Speaker, and Behavioral Analyst at LMT Consulting. Laura talks about how she motivates her clients and why confidence is key.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck talk about teaching what every client and prospect needs to know about the insurance industry.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Mark Suski, SET, CFPS, and Associate Director at Jensen Hughes. Mark talks about his knowledge and experience in risk engineering, and the hazards of dust.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Miles Merwin, the Founder and President of Advisors Insurance Agency, LLC. Miles talks about his transition from working in an agency to running an agency and the structure of their program.

The cyber insurance market has softened in recent years. Requirements that were once rigid — like mandatory multi-factor authentication (MFA) or endpoint detection and response (EDR) tools — have been relaxed by many carriers. But here’s the danger: just because carriers aren’t demanding these safeguards today doesn’t mean businesses can afford to ignore them.

The insurance industry is entering one of the most transformative seasons in its history. For decades, our world has been shaped by carriers, underwriting cycles, prospecting methods, and the grit of producers willing to outwork their competition. But today, a new force is reshaping the landscape—and most producers, agency leaders, and industry professionals aren’t ready for it.

The commercial insurance world isn’t for the faint of heart. It’s unpredictable, chaotic, and constantly demanding producers to manage competing pressures—client needs, renewal deadlines, life events, prospecting goals, and agency responsibilities. And if you’re a middle-market producer, multiply that by ten.

In the middle market commercial insurance space, the role of the producer has never been more critical—or more misunderstood. Too many producers still view their job as selling policies instead of what it truly is: protecting the assets and livelihoods of the businesses they serve.

The middle market rewards depth, not breadth. Yet many producers still approach it like a volume game, quoting everything that moves, chasing price, and hoping activity turns into production. From the outside, it looks like hustle. From the inside of the underwriting and wholesale world, it looks like noise.

Personal lines has quietly become one of the most competitive segments in the insurance industry. Agencies that once dominated their local markets are now fighting to differentiate themselves against direct writers, digital-first carriers, and large brokers with massive content machines.
There was a problem reporting this post.
Please confirm you want to block this member.
You will no longer be able to:
Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.