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The Insurance Dudes©

The Insurance Dudes: Craig Pretzinger and Jason Feltman

The Insurance Dudes is a weekly podcast for independent and captive P&C insurance agency owners, hosted by Craig Pretzinger and Jason Feltman, covering lead generation, sales scripts, DISC-based hiring, producer training, recruiting, automation, and the KPI tracking that scales an agency past $10 million in premium.

Craig and Jason ran their own agencies blind for years. No read on contact rates, quote rates, or close rates. Just grinding, and blaming the leads when production stalled. Then they started tracking the numbers that actually move revenue, and production jumped without adding a single hour to the week.

That shift became this show: 800+ episodes on what actually runs an agency. Real-time vs aged lead economics, how many dials a day a producer should be making, scripts for the rate-increase objection, how to leave a captive carrier and go independent, how to run an agency on a 4-day week, and how to value and sell an agency when you're ready to exit. No theory, no motivational filler. Just the math and the systems that took two agencies to over $10 million in new annualized auto premium.

If you're wearing every hat in your agency and ready to stop, this show is built for you.

Website: theidudes.com Built from the show: TeleDudes for outsourced overseas dialers, TeamIQ for DISC-based hiring, LineShield for phone reputation, and Insurance Agency Trader for buying or selling an agency.

New episodes every week. Subscribe, and let's sell some policies.

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Wednesday · 53 min
The Future of Insurance: Technology, Risk & Relationships
Shoot Us A Message! How P&C insurance agency owners can adapt to modern technology, evaluate emerging risk, and strengthen client retention to scale their business. In this episode, we discuss the changing landscape of insurance technology, managing risk profiles, and maintaining strong relationship-driven service. Learn how to implement sustainable agency growth systems and streamline your operations in a shifting market. If you are looking to scale your agency systems and processes, check out the Agent Elite community and the Million Dollar Agency book. Key Takeaways and Timestamps 00:00 The Unexpected Acquisition Journey 02:59 SageSure: A Deep Dive into the Company 05:56 The Path to Insurance: A Personal Story 08:59 Connecting Insurance and Financial Markets 11:58 The Birth of SageSure 14:53 Organic Growth and Strategic Decisions 17:47 Maintaining Momentum in a Competitive Market 21:10 Lessons Learned from Challenges 24:09 Investing in Technology for Growth 27:02 Understanding the Homeowners Insurance Market 30:35 Understanding the Cost of Capital in Insurance 36:06 The Role of Reinsurers in the Insurance Market 41:28 Challenges in the California Insurance Market 46:15 The Evolution of Insurance Agents and Technology 57:25 The Future of Insurance: Technology and Relationships The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.com Insurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
September 9 · 59 min
From Wild Claims to Agency Success: Michelle O'Connor's Journey
Shoot Us A Message! Scale your P&C insurance agency by building repeatable operations, handling complex claims, and tightening your client acquisition process. In this episode, we sit down with agency owner Michelle O'Connor to break down the operational shifts required to build a sustainable book of business. We walk through navigating claims handling, transitioning into agency leadership, and setting up daily processes that protect retention while driving steady agency growth. For frameworks on scaling systems and building long-term value, check out the Agent Elite community and the Million Dollar Agency book. Connect with Michelle O'Connor: https://www.linkedin.com/in/michellenagelioconnor/ Key Takeaways and Timestamps 00:00 Introduction to agency operations and claims handling 05:15 Lessons learned from early claims and operational challenges 14:30 Transitioning from individual producer to agency leader 26:45 Implementing daily operating systems for agency growth 38:20 Retention strategies and managing client relationships 49:10 Long term agency planning and building sustainable value 56:40 Final takeaways for P&C agency owners The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.com Insurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
September 2 · 15 min
The 15-Minute Meeting That Changes Everything
Shoot Us A Message! Meetings: the overlooked habit that keeps an agency from falling apart This episode breaks down why daily meetings are the “glue” that keeps an insurance agency running smoothly. We explain how inconsistent check-ins create hidden problems, while short, focused meetings surface roadblocks, accountability gaps, and team momentum before the numbers slip. We discuss why meetings are often avoided, why that avoidance makes problems harder to fix, and how AI tools can help track team sentiment and patterns over time. Key Takeaways and Timestamps 00:00 - The thing that disappears before agency numbers start dropping 02:36 - Why meetings are the uncomfortable habit owners avoid 06:03 - The simplest meeting agenda: targets, roadblocks, and fixes 09:06 - Set the meeting, forget the excuses 11:36 - Using AI note-taking to track daily team meetings 12:05 - Reading team sentiment and leading indicators with AI 15:40 - Why 15 focused minutes can replace scattered interruptions 16:44 - Surprises, accountability, and recognition in daily meetings The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.com Insurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Listen to the Audio Podcast Apple: https://podcasts.apple.com/us/podcast/the-insurance-dudes/id1451888095 Spotify: https://open.spotify.com/show/2gVVPkZ2MWQ1orwdltdIAK Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
August 26 · 46 min
$6 Million Non-Renewed - Then Everything Changed with Dan Kitajima
Shoot Us A Message! Struggling to stay profitable when carriers change the rules on you overnight? Dan Kitajima shares the brutal moment his captive agency lost $6 million of book in six months, right as he had just signed a $20,000-a-month office lease - and how that shock forced him to rethink everything. We pushed Dan into the numbers behind the move from captive to independent, from broker fees and comp plans to closing ratios, retention, and why hyper-specializing can beat trying to sell everything. You’ll hear how Dan retained most of the affected book, why charging $150 to $250 in broker fees can actually improve service, and how independence gave him more control over pricing, appetite, and client outcomes. If you’re a captive agent wondering whether the independent model is worth the leap, this conversation gives you the real-world pros, cons, and ramp-up lessons without the hype. Essential listening for agents who want more control, better margins, and a business built to survive the next market disruption. The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.com Insurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
August 19 · 55 min
The Hiring Mistake That Costs Visionary CEOs Their Best People with Mandy Keene
Shoot Us A Message! Hiring for insurance agencies requires a specific strategy to avoid turnover and protect your company culture. This episode covers the common hiring mistakes that lead visionary CEOs to lose their best talent and how to implement better agency systems for long term retention. Mandy Keene, a specialist in helping business owners align their team with their vision, joins us to discuss role fit and leadership. Learn how to identify the right candidates for your P&C agency and keep them engaged. If you are struggling with hiring or culture, check out TeamIQ to find the right role fit for your next producer. Connect with Mandy Keene: mandykeene.com/transformative-coaching Key Takeaways and Timestamps 00:00 - Why self-awareness is now a business necessity 01:59 - Mandy Keene’s path from bullied student to coach 04:14 - 25 years of coaching and using assessments 05:16 - What separates grounded high achievers from destructive ones 09:45 - Why misalignment creates struggle and suffering 11:29 - The penguin in the desert metaphor 14:14 - Jason’s turning point from proving to performing 18:14 - How calm and relaxed became the new standard 21:53 - What understand.me is and why Russell Brunson created it 25:20 - Why assessments reduce hiring risk 27:26 - Hiring by personality fit instead of hiring “more of you” 30:27 - Why sales hiring often goes wrong 32:08 - How assessments reduce interview and hiring BS 35:22 - Enneagram, DISC, and different entrepreneurial styles 40:30 - Why the “integrator” is often really two or three roles 44:43 - Visionaries need a manager so they can stay in the cave and create 47:57 - Why EOS is useful but oversimplified for many founders 50:04 - The rock star analogy for leadership and energy management 53:21 - The Beatles example: staying in the creative lane 56:34 - What to look for in sales and service roles 60:13 - How to keep top performers by meeting their top values 62:55 - Where to find understand.me The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.com Insurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
August 12 · 57 min
How $500 Became a 50-Employee Insurance Empire
Shoot Us A Message! Struggling to grow when your best move feels too risky to make? We discuss how to scale a P&C agency from scratch. The episode focuses on the transition from a small startup to a 50 employee operation by implementing specific outbound dialing processes and hiring the right producers. Guest Dan Garzella, owner of The Garzella Group, explains his journey of building an agency empire starting with only 500 dollars. If you are looking to scale your outbound efforts and improve lead generation, check out TeleDudes / Telefunnel. Connect with Dan Garzella: https://www.linkedin.com/in/daniel-garzella-87944510 Key Takeaways and Timestamps 0:00 Introduction to scaling a P&C agency 2:45 Starting an agency with 500 dollars 7:12 The reality of outbound dialing for growth 12:35 Hiring producers and building a 50 employee team 18:50 Systems for consistent lead generation 25:10 Managing agency valuation and long term scaling The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.com Insurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
August 5 · 25 min
Why Your Agency Hiring Process Is Failing
Shoot Us A Message! Hiring Producers for P&C Agencies. In this episode, we discuss effective recruitment techniques for finding high performing talent in a competitive market. We break down the mechanics of role fit and how to screen for candidates who actually want to work. If you are looking to improve your hiring process, hiring producers, and team culture, check out TeamIQ. Key Takeaways and Timestamps 0:00 Introduction to hiring challenges 4:15 Why role fit is more important than experience 8:30 Screening for work ethic in the first interview 12:45 Creating a culture that attracts producers 18:20 Using assessments to find the right team members 24:10 Closing thoughts on recruitment strategy The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.com Insurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
July 29 · 31 min
Mastering the Insurance Sale: Six Stages to Success
Shoot Us A Message! How to close more P&C deals in 6 steps. In this episode, we break down the six stages of every successful insurance sale. We explain how to move prospects through the funnel using consistent outbound dialing and proven lead generation strategies. Mastering these stages is essential for agency growth and maximizing your overall agency valuation. Improve your results with our outbound lead gen and dialing tools at Teledudes. Key Takeaways and Timestamps 0:00 The first stage of the insurance sales cycle 4:15 Why lead generation is the foundation of growth 8:30 Mastering the outbound dialing process 12:45 Strategies for moving prospects to the next stage 17:00 How to handle common sales objections 22:15 Final steps to closing the deal and improving retention The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.com Insurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Listen to the Audio Podcast Apple: https://podcasts.apple.com/us/podcast/the-insurance-dudes/id1451888095 Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
S8 · E805
July 22 · 24 min
Mastering Lead Generation: Six Steps to Insurance Agency Success with iDudes Mailbag
Shoot Us A Message! Are your marketing efforts leaking money without delivering the growth you need? This episode dives into the real, behind-the-scenes challenges of running successful lead campaigns and how to fix the leaky buckets draining your budget. You’ll learn the six crucial stages to optimize, from sourcing reliable leads and managing cold calls to navigating carrier flags and discover how to fix broken systems that keep your agency stuck. We share their proven strategies to cut through the noise, avoid common pitfalls like inconsistent lead flow, and control your marketing like a well-oiled machine. Whether you're struggling with contact rates, dialing issues, or just want more for less, this episode reveals how to turn your marketing investment into predictable, scalable growth. Perfect for agents looking to upgrade their game and finally see measurable results from their efforts because with the right setup, you can make your marketing work for you, not against you. The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.com Insurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
S8 · E804
July 15 · 21 min
The Secret Sauce to Insurance Business Success with iDudes Mailbag
Shoot Us A Message! Think your agency has a lead problem? Most agencies aren’t losing sales because they bought the wrong leads, they’re losing because they’re not tracking the right numbers. In this episode, we break down the 3 metrics every P&C agency needs to scale with confidence: cost per sale, lifetime value, and payback period. When you know your numbers, you stop guessing, stop bleeding cash, and start building a real money machine. Better decisions. Better margins. Better growth. Ready to build a stronger, more profitable agency? 👇 Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency! The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.com Insurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
S8 · E803
July 8 · 1 hr
From Chaos to Order: The Insurance Journey of Andrew Engler
Shoot Us A Message! Most agencies aren’t losing growth because of price, they’re losing because of process. 👀 In this episode, we break down why the best P&C agencies win by building better systems, not just pushing harder. From producer accountability to closing more business, the real edge comes from creating a repeatable process that helps your team sell with confidence. We also dig into why chaos kills scale and how top agencies turn messy workflows into momentum. Ready to build a stronger, more profitable agency? 👇 Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency! The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.com Insurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
July 1 · 24 min
How Hiring Mistakes Drain Your Agency's Profits with iDudes Mailbag
Shoot Us A Message! Are bad hires quietly draining your profits? We discovered how the true cost of a failed team member can skyrocket to $74,000 in just six months and why neglecting this is crushing your growth. You'll learn the concrete numbers behind hiring mistakes, the cascading effects of turnover, and practical steps to build a pipeline of champions who keep delivering for your agency long-term. We break down the hidden expenses you’re paying: the opportunity costs, the lost revenue from underperformers, and the real value of a solid hiring process. We reveal a repeatable system for recruiting top-tier talent, assessing candidates objectively, and avoiding costly mistakes that bleed your bottom line. Plus, they share how the right team setup turns into a revenue machine, helping you hit bonuses and scale faster than ever. If you're tired of the revolving door and want to create a team that sticks, produces, and propels your agency forward, this episode is your blueprint. Learn to turn hiring from a headache into a strategic advantage because the right people make all the difference in your journey to scale. The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.com Insurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
June 24 · 19 min
How 1% Improvements Lead to 40X Growth with iDudes Mailbag
Shoot Us A Message! How to teach and train a sales team effectively depends on consistency and repetition rather than one-off training events. We answer a mailbag question about the best way to develop producers and ensure agency growth. The episode breaks down why daily meetings are the core of a successful sales system and how they prevent the natural entropy of an agency. It covers the compounding effect of one percent daily improvements, the skeleton of a high-converting sales script, and how to meet prospects where they are to close more auto insurance leads. Join the Agent Elite community to access scripts and systems designed for scaling your agency. Key Takeaways and Timestamps 00:16 How to teach and train a sales team 01:00 Why daily meetings change the business 02:02 The gym analogy for agency consistency 05:27 Using the plane flight analogy for course correction 07:11 The law of entropy in a sales system 09:07 How one percent daily improvements lead to 40x growth 10:54 Breaking down the sales script and the opener 12:20 Understanding what the prospect actually wants 14:56 Why big carriers spend billions on specific marketing messages 15:42 Connection and rapport building techniques 17:00 Stacking coverages and benefits 17:43 Handling and isolating objections The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.comInsurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
June 17 · 16 min
How to Hire A Players in a Tight Market
Shoot Us A Message! Think your agency has a lead problem? Think again. In this high-energy episode, we reveal how top agencies are slicing through chaos by upgrading their talent game. Discover why ditching the bottom tier can triple productivity, how clear standards keep A players engaged, and why investing more upfront saves headaches and boosts profits fast. Learn why hiring for attitude over cheap labor is the secret sauce to building a powerhouse team. We share real numbers, like paying $10 more an hour reducing turnover and skyrocketing sales and show you how to implement a success metric system that self-selects top performers. Plus, they drop insights on leveraging human connection to attract A players, so your agency thrives in any economy. Ready to build a stronger, more profitable agency? 👇 Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency! The Insurance Dudes Resources Join the Agent Elite: https://www.skool.com/agentelite Best Seller: https://MillionDollarAgencyBook.com Insurance Dudes Files: https://blog.theidudes.com TeamIQ: https://teamiq.theidudes.com Telefunnel Lead Callers: https://theidudes.com ILB: https://insuranceleadbrokers.com Insurance Agency Trader: https://trader.theidudes.com If this helps, subscribe and hit the bell so you can catch every episode. Follow Us Facebook: https://www.facebook.com/theinsurancedudes LinkedIn: https://www.linkedin.com/company/the-insurance-dudes-podcast Instagram: https://www.instagram.com/insurancedudespodcast Listen to the Audio Podcast Apple: https://podcasts.apple.com/us/podcast/the-insurance-dudes/id1451888095 Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
June 10 · 55 min
Unlocking Agency Growth: Fun, Authenticity, and Social Media Mastery with Nicholas Sakha
Shoot Us A Message! Struggling to scale your insurance agency without adding more chaos? Discover how embracing fun and authenticity can transform your business and life. In this fun episode, we sit down with Nicholas Sakha, a dynamic insurance agent from Las Vegas. We dive into the evolution of Nicholas's career, exploring how he leveraged social media to grow his agency and connect with clients. The conversation touches on the importance of balancing work and personal life, the power of authenticity in content creation, and the unexpected benefits of stepping back to gain perspective. Nicholas shares his journey of creating engaging content that resonates with audiences beyond the insurance world, emphasizing the value of humor and relatability. We also discuss the challenges and rewards of scaling an agency, the significance of maintaining a strong social presence, and the impact of personal stories in building connections. Key Takeaways: ✔ Discover why your sales pipeline is leaking opportunities ✔ Learn how top-performing agencies create predictable growth ✔ Find out how better processes improve producer accountability ✔ Understand what separates average agencies from elite performers Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency! 🔗 https://www.skool.com/agentelite Grab our newly released book at a discount! ⁠MILLION-DOLLAR AGENCY: The Property & Casualty Owner's Guide to Selling Millions in Premium Every Year⁠ The Insurance Dudes Weekly 5-Min Read Tips, Tricks, and Wizardry for Everything Your Agency Touches Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery. Subscribe Here Ready to Unearth the Goldmine of Internet Leads? Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets" Dive into the strategies that transformed us into the Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes! Check It Out Before It’s Gone! Teledudes Telefunnel™ Agency Growth System On-Demand Masterclass: The Treasure Map to Lead Mastery Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth. Register And Dominate! Is Your Agency a Sleeping Giant or Just Sleeping? FREE Agency Growth Diagnosis with Jonathan Cuevas Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within. Book My Agency Growth Call Now Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in? #LEGO Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
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June 4 · 57 min
The Future Agent: Winning with AI, Automation, and Digital Innovation
Shoot Us A Message! In this episode, we dive into the seismic shifts happening in the insurance world, led by industry veteran Justin Brock. From skyrocketing agency growth to the transformative power of AI, we uncover how agents can capitalize on these trends to scale faster and smarter. Justin Brock runs Bobby Brock Insurance and GoGuru, a high-growth agency specializing in Medicare, with over 500 agents and 50 employees. Justin’s focus on innovation, content, and scaling strategies has made him a leader in the space. Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency! 🔗 https://www.skool.com/agentelite Grab our newly released book at a discount! MILLION-DOLLAR AGENCY: The Property & Casualty Owner's Guide to Selling Millions in Premium Every Year The Insurance Dudes Weekly 5-Min Read Tips, Tricks, and Wizardry for Everything Your Agency Touches Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery. Subscribe Here Ready to Unearth the Goldmine of Internet Leads? Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets" Dive into the strategies that transformed us into the Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes! Check It Out Before It’s Gone! Teledudes Telefunnel™ Agency Growth System On-Demand Masterclass: The Treasure Map to Lead Mastery Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth. Register And Dominate! Is Your Agency a Sleeping Giant or Just Sleeping? FREE Agency Growth Diagnosis with Jonathan Cuevas Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within. Book My Agency Growth Call Now Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in? #LEGO Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
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May 27 · 28 min
Mastering Contact Rates: How to Double Your Insurance Sales
Shoot Us A Message! Ready to eliminate the hidden problems slowing down your agency growth? In this episode, we delve into the challenges of lead generation, contact rates, and the impact of recent phone system changes on insurance sales. We explore practical solutions like managing phone numbers, leveraging AI, and optimizing dialing strategies to boost sales efficiency. Learn why clear expectations, measurable standards, and consistent coaching are the keys to building a high-performance insurance agency without the chaos. Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency! 🔗 ⁠https://www.skool.com/agentelite⁠ Grab our newly released book at a discount! The Insurance Dudes Weekly 5-Min Read Tips, Tricks, and Wizardry for Everything Your Agency Touches Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery. Subscribe Here Ready to Unearth the Goldmine of Internet Leads? Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets" Dive into the strategies that transformed us into the Midas of the insurance world, writing over 10mm in annualized auto premiums amidst global chaos. Grab your copy before it vanishes! Check It Out Before It’s Gone! Teledudes Telefunnel™ Agency Growth System On-Demand Masterclass: The Treasure Map to Lead Mastery Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth. Register And Dominate! Is Your Agency a Sleeping Giant or Just Sleeping? FREE Agency Growth Diagnosis with Jonathan Cuevas Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within. Book My Agency Growth Call Now Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in? Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
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May 20 · 23 min
10% Lead Success? Here's What You're Missing
Shoot Us A Message! In this episode, we cut through the BS around lead generation and show you how elite agencies win regardless of lead quality by having the right systems, follow-up, and discipline. If you're tired of chasing bad leads or wasting money, this is the no-fluff strategy guide you've been waiting for. In this episode: Why lead quality is less important than process and environment The critical role of response time, persistence, and follow-up cycles How elite agencies standardize scripts and roles for consistency and results The economics of lead conversion and creating predictable revenue streams The discipline and operational discipline that separates winners from quitters Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency! 🔗 https://www.skool.com/agentelite Grab our newly released book at a discount! MILLION-DOLLAR AGENCY: The Property & Casualty Owner's Guide to Selling Millions in Premium Every Year The Insurance Dudes Weekly 5-Min Read Tips, Tricks, and Wizardry for Everything Your Agency Touches Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery. Subscribe Here Ready to Unearth the Goldmine of Internet Leads? Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets" Dive into the strategies that transformed us into the Midas of the insurance world, writing over 10mm in annualized auto premiums amidst global chaos. Grab your copy before it vanishes! Check It Out Before It’s Gone! Teledudes Telefunnel™ Agency Growth System On-Demand Masterclass: The Treasure Map to Lead Mastery Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth. Register And Dominate! Is Your Agency a Sleeping Giant or Just Sleeping? FREE Agency Growth Diagnosis with Jonathan Cuevas Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within. Book My Agency Growth Call Now Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in? Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
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May 15 · 27 min
Why 70% of Agency Turnover Is Emotional, Not Financial with IDudes Mailbag
Shoot Us A Message! Are high turnover and ineffective leadership draining your agency’s culture and momentum? In this no-fluff episode, we break down how emotional burnout, unclear expectations, and toxic environments are killing your growth and reveal proven strategies to fix it fast. You’ll discover how to build loyalty, create stability, and keep your team engaged with practical tactics like celebrating activity, defining clear career paths, and maintaining consistent leadership, so your agency can thrive without the chaos. Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency! 🔗 https://www.skool.com/agentelite Grab our newly released book at a discount! https://bit.ly/49KDt3N The Insurance Dudes Weekly 5-Min Read Tips, Tricks, and Wizardry for Everything Your Agency Touches Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery. Subscribe Here Ready to Unearth the Goldmine of Internet Leads? Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets" Dive into the strategies that transformed us into the Midas of the insurance world, writing over 10mm in annualized auto premiums amidst global chaos. Grab your copy before it vanishes! Check It Out Before It’s Gone! Teledudes Telefunnel™ Agency Growth System On-Demand Masterclass: The Treasure Map to Lead Mastery Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth. Register And Dominate! Is Your Agency a Sleeping Giant or Just Sleeping? FREE Agency Growth Diagnosis with Jonathan Cuevas Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within. Book My Agency Growth Call Now Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way Are you in? Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript
S4 · E688
April 24 · 1 hr 5 min
Why Your Team Isn’t Closing And How to Fix It with Rhiannon Ward
Shoot Us A Message! Rhiannon Ward, owner of Phipps Insurance Agency, is building more than just a business, she’s creating impact by giving back to her community through the Allstate Foundation Helping Hands grant. In this episode, we break down why most teams don’t fail because of people, they fail because of systems. From fixing messy onboarding to setting clear expectations and using data instead of emotion, Rhiannon shares what actually moves the needle in sales performance. If you’ve ever felt stuck blaming leads, team members, or results, this conversation will shift your perspective and show you what really needs to change. Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency! 🔗 https://www.skool.com/agentelite Grab our newly released book at a discount! https://ln.run/02VKz The Insurance Dudes Weekly 5-Min Read Tips, Tricks, and Wizardry for Everything Your Agency Touches Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery. Subscribe Here Ready to Unearth the Goldmine of Internet Leads? Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets" Dive into the strategies that transformed us into the Midas of the insurance world, writing over 10mm in annualized auto premiums amidst global chaos. Grab your copy before it vanishes! Check It Out Before It’s Gone! Teledudes Telefunnel™ Agency Growth System On-Demand Masterclass: The Treasure Map to Lead Mastery Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth. Register And Dominate! Is Your Agency a Sleeping Giant or Just Sleeping? FREE Agency Growth Diagnosis with Jonathan Cuevas Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within. Book My Agency Growth Call Now Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in? #LEGO Support the show Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe! And a review over on the Apple Podcasts would be incredible! Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage. We appreciate you! Craig Pretzinger & Jason Feltman The Insurance Dudes
- Transcript

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