Facebook
Twitter
LinkedIn

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck talk about how many people are effectively using their business planning, process planning, and most significantly, their behavior planning.

Episode Highlights:

  • David shares why a lot of people are utilizing business planning. (2:18)
  • How would David put an effective action plan that’s going to produce the results that he’s looking for? (6:24)
  • David mentions an ideal prospect profile. (8:03)
  • How many people do you have to present to get 10 orders? (9:20)
  • Kyle shares prospecting from the way that he has done it in the past. (11:34)
  • David shares his theory if you’re a producer, who’s starting in the middle market. (14:23)

Tweetable Quotes:

  • “It’s great if you’ve got a goal, and it’s great if you’ve done market research, but if you don’t show what the behaviors are that are gonna help, that’s not a business plan. It’s called a list of goals and some market research.” – David Carothers
  • “This is obviously the time when everybody’s doing resolutions and trying to get everything in line after the first of the year. I think a lot of times if you don’t have those action items and the how behind it, it turns into one of those gym resolutions.” – Kyle Houck
  • “I would tell you to crack out those freshly written business plans, get to work, and figure out what your day looks like. You’ll be amazed at how much money you can make if you just get yourself into the routine.” – David Carothers

Resources Mentioned:

The Power Producers Podcast where we are refining and redefining the sales game.

Kyle Houck

Insurance

Solving Insurance Back Office Bottlenecks: How Automation and Compliance Tools Empower Agencies and MGAs

The insurance industry is undergoing a quiet transformation. While headlines often focus on the flashy front-end tools and direct-to-consumer disruption, the real revolution is happening behind the scenes — in the back office. From agency onboarding delays to outdated compliance workflows and manual licensing tasks, these friction points cost MGAs, carriers, and agencies valuable time, revenue, and relationships.

Read More »
Employee

Why Employee Ownership is the Key to Sustainable Agency Growth and Talent Retention

In an increasingly competitive commercial insurance landscape, agency owners are struggling to find long-term solutions for succession planning, talent retention, and business perpetuation. Many have considered private equity sales, others offer limited equity to top producers—but a growing number are discovering a more powerful alternative: the Employee Stock Ownership Plan (ESOP).

Read More »
Sales

How to Reverse Engineer Your Sales Funnel and Crush Your Q4 Insurance Production Goals

As we enter the fourth quarter, many commercial insurance producers begin to panic. Whether you’re behind on your goals or just trying to hit that final sprint, the Q4 crunch is real. But the producers who consistently win don’t treat Q4 as a Hail Mary. They plan with precision, reverse engineer their goals, and execute with ruthless consistency.

In this post, we’ll break down how you can reverse engineer your sales funnel, identify your revenue gaps, and finish the year stronger than you started. Whether you’re writing workers’ comp or cyber liability, these strategies apply across all middle market verticals.

Read More »
wholesale

Mastering Wholesale Partnerships: Submission Strategies, Underwriter Relationships, and Technology Tools for Middle-Market Success

In today’s competitive insurance marketplace, middle-market agencies must leverage every available advantage to win and retain business. One of the most underutilized yet powerful resources at an agent’s disposal is the wholesale market. By establishing strong partnerships with wholesalers, agents can access capacity, expertise, and proprietary programs that are often unavailable through direct channels. However, success in the wholesale arena requires more than simply submitting risks and hoping for the best.

Read More »
Killing Commercial Login