Most agencies have a CRM, and it’s full of useful stuff: notes, emails, service activity, renewal timelines, a record of everything that’s happened with a client. So why do so many agents still find themselves digging...
Latest Posts
Week 32: Your Agency Needs a Playbook
In most agencies, people just figure things out as they go. One account manager handles renewals one way, another does it differently, and a producer leans on the carriers and strategies they happen to know best. On an individual...
Week 31: Do You Have a Knowledge Base for Your Insurance Agency?
This week: Most agents don’t have a true knowledge base; they have scattered information. This article explains why that matters, how it slows you down, and how building a simple system can turn what you already know into...
Week 30: Reference-Based Pricing Isn’t What Most People Think
This week: Reference-based pricing is often discussed as if it’s one specific type of plan, but that’s not the case. This article breaks down the different ways RBP is structured, the tradeoffs involved, and what advisors need to...
Week 29: Do It Once, Use It Everywhere
This week: Agents spend more time than they realize recreating the same emails, explanations, and materials. This article explains how building once and reusing strategically can save time, improve consistency, and create...
Week 28: Why You Should Have Lunch with ChatGPT
This week: Most agents don’t have a motivation problem; they have a thinking-time problem. This piece introduces a simple way to turn an existing part of your day into a high-value strategy session using AI, without adding more...
Week 27: If You Want to Do More, Do Less
This week:Most agents try to grow by doing more, but real growth comes from doing less: specifically, less work that doesn’t require their expertise. When you recognize that you only have a limited number of meaningful activity...
Week 26: The Real Reason Agents Feel Stuck (It’s Not Motivation)
This week: Insurance is built to compound, but many agencies don’t experience it that way. This week, we explore why agents feel stuck, what leverage really means in practical terms, and how small structural changes can lighten...
Week 25: How Efficient Are You?
This week: In the insurance industry, we all feel incredibly busy, but how many meaningful things do we actually get done in a day? When you track it and do the math, the number is a lot smaller than you think, and that’s the...
Week 24: Benefits Are a Gift. So Why Do Enrollment Meetings Feel Like Punishment?
Employers offer benefits to take care of their people. So why do enrollment meetings feel stressful instead of supportive? This article explores the gap between employer intent and employee experience – and what it would take to...