The Insurance Dudes©
The Insurance Dudes Podcast, hosted by Craig Pretzinger and Jason Feltman, is a leading podcast for P&C insurance agency owners. It focuses on agency growth, selling more policies, producer systems, recruiting, automation, and agency owner execution.
Episodes
Surviving a 60% Rate Hike as a Brand-New Agent with Kathy Hitchcock
Shoot Us A Message!How to protect your P&C agency cash flow and survive sudden rate hikes when carrier underwriting guidelines tighten.Discover how to maintain agency growth, manage customer retention, and scale operations through hard market cycles. Kathy Hitchcock, agency owner of Hitchcock Insurance Group in Rome, Georgia, joins us to break down how she navigated back-to-back carrier rate i
Meaningful, Customized, Unexpected: Reciprocity That Wins Clients
Shoot Us A Message!Turn insurance prospect conversations into closed business with ethical persuasion and reciprocity.This episode covers how P&C agency owners can leverage behavioral science, active listening, and relationship-driven sales to improve closing rates and client retention. Author and international influence consultant, Brian Ahearn breaks down the practical application of Robert
Great Agencies Don’t Hire Salespeople, They Build Them
Shoot Us A Message!Hiring insurance producers who actually write premium comes down to building a repeatable training system rather than searching for a unicorn salesperson.In this episode, we break down why relying on experienced talent often leads to high turnover and bad sales habits inside your agency. Learn how to recruit for coachability, structure daily producer onboarding, and run consiste
Why Most Agents Fail the Exam
Shoot Us A Message!How to help new insurance producers pass the licensing exam on their first attempt and reduce onboarding drop-off.Melissa, the Insurance Exam Queen joins us to break down why most candidates struggle with the insurance licensing exam and how agency owners can fix their preparation process. When bringing new talent into your agency, long study cycles and repeat test failures cost
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 oper
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,
The 15-Minute Meeting That Changes Everything
Shoot Us A Message!Meetings: the overlooked habit that keeps an agency from falling apartThis 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
$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
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 disc
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
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 T
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 ou
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 ho
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
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
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 l
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 compoundin
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 ch
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 clien
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
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 expectation
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 environ
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 cel
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
Mastering Sales, Technology & Business Success with Michelle O’Connor
Shoot Us A Message!We had the pleasure of sitting down with Michelle O’Connor, a seasoned insurance professional with over 25 years of experience, to talk about the ins and outs of growing a successful business. From mastering follow-ups and building consistent sales processes to leveraging technology and AI to better serve clients, Michelle shares practical insights that any entrepreneur or agent
The Skills No One Teaches, But Everyone Needs With Laurie Moroco
Shoot Us A Message!Laurie Moroco is a leadership coach and speaker who helps women build confidence, communicate powerfully, and make bold decisions, because extraordinary lives begin with the courage to take action.In this episode, we unpack the real skills behind successful communication, emotional intelligence, leadership, and execution. From miscommunication in everyday conversations to leadin
What Drives Business Growth in the Real World With Bill Snow
Shoot Us A Message!Bill Snow, mergers & acquisitions professional and author of Mergers & Acquisitions For Dummies, shares practical insights on business, marketing, and deal-making.In this episode, we break down what really matters, why execution beats overthinking, how marketing is simply creating opportunities to sell, what valuation actually means in real-world deals, and why building
Execution, Niches & AI in Business With Kirk Chester
Shoot Us A Message!We’re honored to sit down with Kirk Chester, Principal Broker at Grit Insurance Group. He shares practical insights on building and scaling a business. Specializing in blue-collar industries across multiple states, Kirk focuses on tailored solutions that help businesses manage risk and grow sustainably.In this episode, the conversation explores the importance of execution over o
Building a High-Performance Team with Beau Vincent
Shoot Us A Message!Beau Vincent, an insurance agency owner, leadership coach, speaker, and host of ‘The Conviction of a Leader’ podcast, joins the conversation to share the leadership mindset behind building a high-performing business. After growing Vincent Family Insurance from 300 to nearly 13,000 policies, Beau now helps business owners scale with a stronger culture, clearer leadership, and bet
The Modern Insurance Sales System: Cold Email, Data & Automation with Dean Bowen
Shoot Us A Message!In this episode, we sit down with Dean Bowen from Patriotic Insurance Group. He shares how he transitioned from blue-collar work into insurance and built a modern prospecting system using cold email, automation, and data. In this episode, he discusses producer development, why selling to friends and family isn’t a sustainable strategy, and how younger agents can build credibilit
Breaking Fear-Based Cultures in Business with Brendan Keegan
Shoot Us A Message!Brendan Keegan, a 6-time CEO and bestselling author known for scaling companies through transformational growth, shares insights on leadership, career development, and building resilient teams in a changing workplace.The conversation explores how mindset, presence, and mentorship influence professional success, why embracing failure fuels innovation, and how simplifying complexi
Finding And Keeping The Best Agents with IDudes Mailbag
Shoot Us A Message!How do you really know if someone will succeed as a producer before you hire them? In this Mailbag episode, we discuss the real traits that separate average producers from the ones who consistently perform, stay longer, and fit the culture.We dive into how DISC profiles, values, and sales strength attributes reveal far more than interviews ever could, why the classic “high D, hi
From Hiring Nightmares to Hiring Heroes: The 5-Step Hiring System That Works with IDudes Mail Bag
Shoot Us A Message! Hiring doesn’t have to feel like a gamble. In this Mailbag episode, we break down a simple 5-step hiring framework designed to remove guesswork, reduce unknowns, and help you consistently find the right people faster. We walk through why paid traffic creates a predictable candidate pipeline, how assessments help you see past interview “A-game,” why group interviews reveal real
Catastrophe Insurance, AI Reality & Underwriting Discipline with Terrence McLean
Shoot Us A Message!In this episode, we explore the real mechanics behind catastrophe insurance, how underwriting discipline, reinsurance strategy, pricing cycles, and regulatory constraints shape the market more than hype or headlines. Featuring insights from SageSure Co-Founder, President & CEO Terrence McLean, who shares lessons from scaling a catastrophe-focused underwriting platform, maint
Outwork to Win: Leadership, Automation & Building Scalable Success Featuring Jack Wingate
Shoot Us A Message!In this episode, we sit down with Jack Wingate, an experienced small business owner and strategic leader, to unpack what truly drives long-term success in today’s competitive business world. From outworking the competition and building disciplined systems to using automation without losing the human touch, Jack shares real-world insights that every entrepreneur and leader needs
How Great Leaders Build Winning Teams With Seth Preus
Shoot Us A Message!In this insightful episode, we sit down with an entrepreneur, sales strategist, and creator of Racing Snail and Leaderboard Legends, Seth Preus. We explore leadership, motivation, sales productivity, accountability, and performance psychology. His work has transformed the approach of thousands of professionals to productivity and team engagement.From understanding intrinsic moti
Consistency, Leadership, and Scalable Growth in Insurance with Sheppard Bowen
Shoot Us A Message!In this episode, we are honored to sit with Sheppard Bowen, co-founder of EVER.PARTY and a former Farmers Insurance agency owner to talk about what actually drives long-term success in the insurance business. From consistency and lead generation to retention, tracking, and team motivation, this conversation breaks down the real levers behind sustainable growth. This episode is a
The Smarter Way to Market Insurance in a Digital World With Justin Thomas
Shoot Us A Message!In this episode, we talk with Justin Thomas about how insurance agents can use digital advertising and funnels to create consistent, high-quality conversations without chasing cold leads. Justin shares his journey from insurance to building Insurance Advertising Masters, where he helps agents bring marketing in-house using Facebook and YouTube ads. We cover the impact of iOS cha
The Real Business Of Insurance With Jason Levine
Shoot Us A Message!In this episode, we’re joined by Jason Levine for a candid conversation about building, growing, and sustaining an insurance agency in an ever-changing market. Jason shares how his path into insurance wasn’t planned, from early ambitions in aviation to stepping into the family business and discovering the strategic depth of the industry. With experience in enterprise-level agenc
The True Cost of Being Underinsured with Eric Brown
Shoot Us A Message!In this episode, we sit down with Eric, Accredited Accident Reconstructionist, Ohio Peace Officer, Marine Corps veteran, and founder of Crash Tech Reconstruction Services, to discuss the real-world risks of car accidents and the staggering costs of being underinsured. Eric shares insights from his nationally recognized reconstruction work, illustrating how one accident can lead
Modern Insurance Agencies: Growth, Culture & Leadership with Kelly Donahue
Shoot Us A Message!Kelly Donahue, a public speaker and consultant with over a decade of experience in the local insurance agency space, joins Insurance Dudes to break down what it really takes to build a profitable, future-ready insurance agency. The conversation explores leadership at the agency-owner level, creating a strong internal culture, and using systems instead of shortcuts to drive susta
Redefining Wildfire Insurance: AI, MGA Solutions & Protecting At-Risk
Shoot Us A Message!In this episode, Kevin Stein, founder and CEO of Delos Insurance Solutions, shares how he is transforming wildfire insurance through cutting-edge AI and innovative MGA structures. With an aerospace background and advanced degrees from Stanford and UC Berkeley, Kevin explains how his team models wildfire risk with remarkable accuracy, providing coverage for homes in high-risk are
The Power of Presence in Insurance Claims with Galen Hair
Shoot Us A Message!In this episode, we sit down with Galen Hair, founder of Insurance Claim HQ, to uncover the human side of insurance claims. With over 25 years of experience recovering over $1 billion for policyholders across the U.S., Galen shares how empathy, transparency, and simply being there for clients can make all the difference.From hurricane-struck Louisiana to nationwide property clai
Why Agencies Stop Growing And How Real Marketing Fixes It With Andy Neary
Shoot Us A Message!In this episode, we uncover the real reasons most insurance agencies struggle to grow and why relying on old-school sales tactics is no longer enough. We’re joined by Andy Neary, who shares how he rebuilt his career from scratch in a market where no one knew him and why building a powerful personal brand became the game-changer that transformed his business.From the importance o
Real Talk on Success, Mindset & Content With Dan Garzella
Shoot Us A Message!In this episode, we’re joined by Dan Garzella, a highly respected entrepreneur and the founder of The Garzella Group, one of the fastest-growing independent insurance agencies in the U.S. Dan has built multiple successful businesses, mentors leaders across industries, and continues to guide entrepreneurs on scaling teams, simplifying systems, and creating long-term, sustainable
Mastering Sales, Technology & Business Success with Michelle O’Connor
Shoot Us A Message!We had the pleasure of sitting down with Michelle O’Connor, a seasoned insurance professional with over 25 years of experience, to talk about the ins and outs of growing a successful business. From mastering follow-ups and building consistent sales processes to leveraging technology and AI to better serve clients, Michelle shares practical insights that any entrepreneur or agent
Life Insurance Insights with Brian Greenberg
Shoot Us A Message!We’re joined by Brian Greenberg, founder of True Blue Life Insurance, to discuss how agents can combine AI, automation, and traditional strategies to grow their business. From improving lead conversion and designing effective landing pages to harnessing client reviews and maintaining persistence in sales, Brian breaks down the tools and mindset that make modern life insurance sa
From Stable Job to Independent Operator With Nathan Glass
Shoot Us A Message!In this episode, we’re honored to have Nathan Glass, founder of Utopia Risk, to explore the strategies behind making smarter business decisions. Nathan shares his insights on identifying the right people to work with, whether it’s for hiring, partnerships, or long-term collaborations. He dives into how everyday conversations reveal values, why understanding someone’s life outsid
Mastering Insurance, Content & Carrier Strategy With Mark Flockhart
Shoot Us A Message!Mark Flockhart, founder of Valor Insurance Group, shares his journey from exploring different roles in the insurance industry to building one of the most trusted independent agencies. He dives into how he combined his experience in sales, content creation, and training to create a system that helps clients and agents thrive.In this episode, Mark talks about the strategies that s
The Empathetic Conversation With Dr. Nicole Price
Shoot Us A Message!Discover the real power with the impact of empathy with Dr. Nicole Price. Nicole is an amazing speaker incorporating her skills into human connections and eliminating the missing parts required to strengthen sales, relationships or leadership.Her Book “Spark the Heart: Engineering Empathy in Organization” has great lessons to understand the meaning of empathy by not judging and
How Susana Gibb Combined Creativity with Insurance
Shoot Us A Message!In this episode, we explore the remarkable journey of Susana Gibb, who transitioned from a theater major and professional actress to a thriving insurance entrepreneur. Susana's story demonstrates how creativity and entrepreneurship can flourish together, from performing on stage to running her own agency.Susana discusses how her acting background has influenced her communic
Untold Power of Insurance with Andrew Engler
Shoot Us A Message!In this episode we have Andrew Engler, the Co-founder and CEO of Kettle who has built groundbreaking strategies that combine insurance, technology, and real-world mitigation to lower premiums, reduce risk, and protect communities.This conversation is bold, refreshing, and packed with insights that could redefine how we approach risk in the modern world.Join the elite ranks of P&
Breaking The Old-School Insurance Model With Melissa Dillon
Shoot Us A Message!In this episode, we had a conversation with educational consultant, Melissa Dillon. She shared how redefining failure can transform the way we learn, work, and live. From healing old classroom wounds to building confidence in careers, this conversation dives into resilience, mindset, and the power of persistence. Join the elite ranks of P&C agents. Sign up for Agent Elite t
Choosing Love in Business & Marriage With Brian Ahearn
Shoot Us A Message!In this episode, we sat down with a speaker, coach and consultant Brian Ahearn where he shared the real influence and a key to unlock your potential associated with love.This episode was all about choosing love, balancing life, focusing on a partner's positivity and making bonds with people connected with you.Join the elite ranks of P&C agents. Sign up for Agent Elite t
The Real Keys of Insurance Success With Roger Short
Shoot Us A Message!In this episode, we sat down with Roger Short an amazing entrepreneur with great experience in multiple ventures for over 25 years. He discussed the ideas of building trust and scaling agency beyond price.Roger’s contribution as the co-founder of Life Insurance Academy has made him successful through consistency and rethinking the insurance sales game from leads to loyalty. Join
Technology and Trust in Insurance Sales with Chase Beach
Shoot Us A Message!Welcome back to another episode of The Insurance Dudes! In today’s episode, we had the pleasure to sit down with Chase Beach, Co-Founder of InsureGrid. A young talented innovator who’s transforming the insurance industry by simplifying the way agents buy and sell. Are you struggling hard to chase leads, collecting clients info and price competing? Listen to Chase, how he has rev
Why Mindset Matters: Julian Chambers’ Playbook for Young Agents in the Insurance World
Shoot Us A Message!Welcome back to another episode of The Insurance Dudes! Craig and Jason sit down with the energetic and insightful Julian Chambers. From his early days dabbling in network marketing straight out of high school, to finding his stride in life insurance and then crushing it in Medicare sales, Julian shares his journey as a young entrepreneur in the insurance world.You’ll hear first
Don Wilson on Outworking the Competition and Creating a Standout Insurance Brand
Shoot Us A Message!Welcome back to The Insurance Dudes! In this episode, we’re joined by Don Wilson, the dynamic founder and owner of Capital Insurance Group. Don’s journey is as compelling as it is inspiring—he went from running retail clothing stores in West Virginia to leading a multi-state insurance agency with the mantra of authentic leadership and relentless persistence.Don shares wild tales
Private Equity Insights and Growth Strategies from Brandon Wolfe
Shoot Us A Message!Welcome to another episode of The Insurance Dudes! In this candid and insightful conversation, hosts Jason Feltman and Craig Pretzinger are joined by Brandon Wolfe, Managing Partner at Jordan Partners, to dive deep into the world of insurance agencies and private equity.Ever wondered if insurance is the "legalized mafia" of finance, or why so many private equity invest
How Kathy Hitchcock Built a Booming Insurance Agency After a Rocky Start
Shoot Us A Message!Welcome back to The Insurance Dudes! In this compelling episode, host Craig Pretzinger and co-host Jason Feltman sit down with Kathy Hitchcock from the Hitchcock Insurance Group in Rome, Georgia. Kathy shares her remarkable journey as a young scratch agent, opening her agency in 2015 just months before facing back-to-back rate hikes and near-impossible market conditions.Through
Hiring, Hustle, and Heart: Inside Sethe Smith’s Agency Playbook
Shoot Us A Message!Welcome back to The Insurance Dudes! In this episode, Craig and Jason sit down with Sethe Smith, owner of the Sethe Smith Agency in Fort Wayne, Indiana, for a candid conversation packed with both wisdom and wild stories from the insurance trenches. From cleaning up unforgettable office mishaps to building a top-performing agency from scratch, Sethe shares the real-life ups and d
From Zero to $12 Million: Tung Le’s Insurance Agency Growth Story
Shoot Us A Message!Welcome back to The Insurance Dudes! In today’s episode, hosts Craig Pretzinger and Jason Feltman sit down with Tung Le, the unstoppable insurance entrepreneur behind a thriving Allstate agency in Houston, Texas. Tung gets real about his rollercoaster journey, starting from scratch in March 2020—just as the world shut down. From losing his first employees on day one, to hitting
200 in Heels: Fast Lanes and Faster Growth with Cassidy Arbeli
Shoot Us A Message!Welcome to another episode of The Insurance Dudes! In this episode, Jason and Craig sit down with Cassidy Arbeli—a powerhouse agency owner whose journey is as inspiring as it is unconventional. Raised by entrepreneurial parents and equipped with a natural flair for business, Cassidy shares how she transformed her insurance career from humble beginnings with a newborn in tow to a
From Captive to Independent: Dan Kitajima’s Journey to Insurance Agency Freedom
Shoot Us A Message!Welcome to another episode of The Insurance Dudes! In this powerful conversation, hosts Jason Feltman and Craig Pretzinger sit down with Dan Kitajima to unpack a truly wild journey from building a $17 million captive insurance agency to making the bold leap into the independent world.Dan shares the highs and lows of his experience—from signing a jaw-dropping $20,000/month office
From McDonald’s to Insurance Success: The Ben Bucher Agency Story
Shoot Us A Message!Welcome back to The Insurance Dudes! In this episode, our hosts Craig Pretzinger and Jason Feltman sit down with Ben Bucher, owner of Bucher Family Insurance, for an engaging, honest, and often hilarious conversation about his journey from an aspiring actor and McDonald’s manager to leading a multimillion-dollar insurance agency.Ben opens up about the wild experiences that shape
From College Basketball Coach to $18 Million Insurance Agency: BJ Hill’s Playbook for Success
Shoot Us A Message!On this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feltman sit down with BJ Hill, owner of Summit Insurance in Loveland, Colorado. BJ shares his remarkable journey from college basketball coach to building one of the top insurance agencies in the country, now writing over $18 million in premium. From his early days as a “juco” coach and experiencing a steep
Uncovering Referral Goldmines and Process Mastery with Peter Fournier
Shoot Us A Message!Welcome back to The Insurance Dudes! In this episode, hosts Jason Feldman and Craig Pretzinger sit down with industry powerhouse Peter Fournier to uncover the secrets behind building a thriving, recession-proof insurance agency. Peter shares his journey from flipping Pokémon cards as a kid to carving out his niche in mortgage protection within the insurance world. He dishes out
Why David Carothers Avoids Industry Hires and How It Fuels His Agency’s Success
Shoot Us A Message!Welcome to this episode of The Insurance Dudes, where hosts Jason and Craig sit down for a high-energy, no-holds-barred conversation with the dynamic David Carothers.David shares his unconventional journey from a college baseball player and retail worker living off macaroni and cheese to running a powerhouse commercial insurance agency in Tampa. In this episode, you'll hear
David Kelly Wrote The Book On Incentive Comp Management
Shoot Us A Message!On this episode of The Insurance Dudes, Jason and Craig sit down with David Kelly, the author who literally wrote the book on incentive compensation management and the founder of insuretech startup BobTrack. David shares his unconventional journey into the insurance industry—starting as a complete outsider who’s never sold a policy but knows how to turn tangled insurance data in
Make Leads Paid For Put Your Thimble On Front Of Funnel
Shoot Us A Message!Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we have a fasc
Gleb Tsipursky Plays Decision Doctor Don't Dare Miss This Diamond
Shoot Us A Message!Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we have a fasc
Mastering Recruitment: Insights from Dave Williams on Scaling Insurance Agencies
Shoot Us A Message!Welcome back to another exciting episode of The Insurance Dudes! Today's guest is none other than Dave Williams, a dynamic entrepreneur with a fascinating journey from overcoming personal and professional challenges to building a multi-million dollar insurance agency. Dave shares his insights on the importance of mastering your craft from the ground up, the power of cultiva
Learn from Brian A'Hearn To Earn, Know What I Mean Vern?
Shoot Us A Message!Welcome to another exciting episode of The Insurance Dudes Podcast! Today, we have a special guest, Brian Ahearn. With his extensive experience in the insurance industry and expertise in the psychology of persuasion, Brian shares invaluable insights that can help transform your agency operations and enhance your sales skills. From the importance of building genuine relationships
Wild Bill Rice Talkin Bout Leads | The Insurance Dudes
Shoot Us A Message!In this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feldman sit down with Wild Bill Rice to explore the ins and outs of lead generation within the insurance industry. As a seasoned professional in marketing and lead generation, Bill Rice offers valuable insights into understanding the unique challenges and opportunities tied to insurance leads. They delve in
Jas Takhar Crushes Content Curating Creative Craziness
Shoot Us A Message!In this exciting episode of The Insurance Dudes, join hosts Craig and Jason as they bring in the dynamic Jas Takhar live from his own studio. Known for his high-energy approach, Jas promises to match and potentially exceed the enthusiastic vibes. Dive into a lively conversation filled with rapid-fire questions and insightful discussions on content creation, real estate sales, an
How to Master the Art of Insurance Sales with Rob Liano
Shoot Us A Message!In this episode of The Insurance Dudes, join hosts Craig Pretzinger and Jason as they dive into an insightful conversation with Sales Coach and Speaker, Rob Liano. Growing up as the youngest of four boys with a father who transitioned from engineering to excelling in vacuum sales, Rob learned early on about the power of sales and determination. From his beginnings as a rock drum
How to Thrive in Commercial Insurance: Lessons from Patrick Albrecht
Shoot Us A Message!In this episode of The Insurance Dudes, hosts Craig and Jason sit down with Patrick Albrecht, President of Associated Insurance Administrators (AIA), to discuss the evolution of commercial insurance marketing and sales. Patrick shares his journey from Air Force engineer to insurance executive, offering valuable insights into the wholesale insurance business.Learn about effective
Rudy Surovick’s Advice for Insurance Agents Facing Tough Times
Shoot Us A Message!Shoot Us A Message!Welcome back to another exciting episode of The Insurance Dudes! Today, we're thrilled to have a candid conversation with Rudy Surovick, an accomplished insurance professional with a fascinating journey from the independent agency world to becoming a pivotal player in the captive insurance landscape.In this episode, Rudy shares everything from his unique
Escaping the Handcuffs: Gensler's Journey from Captive to Independent Insurance Success
Shoot Us A Message!Shoot Us A Message!Welcome to another episode of The Insurance Dudes podcast! In today's exciting episode, we sit down with Travis Gensler, a seasoned insurance professional who shares his incredible journey from a marketing franchise debacle to becoming a successful independent insurance agent.Travis dives deep into the benefits and challenges of transitioning from a capti
From Law to Insurtech: Chris Cheatham's Journey
Shoot Us A Message!Shoot Us A Message!Welcome to another exciting episode of The Insurance Dudes! Today, Craig Pretzinger and Jason are joined by Chris Cheatham, an entrepreneurial dynamo deeply rooted in the insurtech world. Chris, a former lawyer and the co-founder of Risk Genius, shares his journey from legal frustrations to pioneering insurance AI technologies. We dive into the fascinating spi
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