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The Insurance DudesFrom Captive to Independent: Dan Kitajima’s Journey to Insurance Agency FreedomWelcome 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 lease just before his carrier pulled the rug out by non-renewing $6 million in policies, to learning how to pivot, retain clients, and ultimately rebuild—this time with even greater focus, flexibility, and profitability. The trio...2025-06-2553 minThe Insurance DudesFrom McDonald’s to Insurance Success: The Ben Bucher Agency StoryWelcome 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 shaped his career—including run-ins with a stalker client, near business collapse, and the tough lessons that only entrepreneurship can teach. He shares the pivotal moments that pushed him to grow from scratch in Indiana to a...2025-06-1851 minThe Insurance DudesFrom College Basketball Coach to $18 Million Insurance Agency: BJ Hill’s Playbook for SuccessOn 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 learning curve buying his first $3 million agency, to overcoming challenges like passing industry exams and developing his leadership style, BJ gets candid about the grind, the setbacks, and the drive required to scale a business.2025-06-1250 minThe Insurance DudesUncovering Referral Goldmines and Process Mastery with Peter FournierWelcome 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 hard-earned lessons on money management, the critical importance of process, and how mastering referrals transformed his business. You’ll get candid stories from the field, tips on holding yourself accountable, and actionable advice for new and seasoned agents alike.2025-06-0543 minThe Insurance DudesWhy David Carothers Avoids Industry Hires and How It Fuels His Agency’s SuccessWelcome 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 how David's unique hiring process—bringing in producers from outside the insurance industry—and his out-of-the-box, yet structured approach have set his agency apart. He talks candidly about building a resilient culture, the importance of self-belief, and getting creative within the...2025-06-0529 minThe Insurance DudesDavid Kelly Wrote The Book On Incentive Comp ManagementOn 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 into actionable insights. We delve into the legacy technology challenges facing carriers and agencies, from mainframes that are older than most agents to the complexities of integrating new software.David reveals how his solutions help agencies not...2025-06-0524 minThe Insurance DudesMake Leads Paid For Put Your Thimble On Front Of FunnelWelcome 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 fascinating guest, Jay Bregman, who takes us on his entrepreneurial journey in the insurance industry.Jay shares how his passion for drone piloting unexpectedly led him to identify a gap in the market—drone pilots struggling to se...2025-06-0523 minThe Insurance DudesGleb Tsipursky Plays Decision Doctor Don't Dare Miss This DiamondWelcome 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 fascinating guest, Jay Bregman, who takes us on his entrepreneurial journey in the insurance industry.Throughout the episode, Jay offers invaluable insights for insurance agents and entrepreneurs alike, emphasizing the importance of adaptability and endurance in an...2025-06-0546 minThe Insurance DudesWild Bill Rice Talkin Bout Leads | The Insurance DudesIn 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 into effective strategies for engaging potential clients, the importance of nurturing leads, and the role of persistence and adaptability in today's market.Whether you're a new agent looking to build your book of business or...2025-06-0537 minThe Insurance DudesJas Takhar Crushes Content Curating Creative CrazinessIn 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, and the impact of personal branding in business. Jas shares his journey from being labeled a little narcissistic to becoming a prolific content creator and successful real estate agent. Learn how building a personal media squad transformed his business and...2025-06-0550 minThe Insurance DudesHow to Master the Art of Insurance Sales with Rob LianoIn 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 drummer to becoming a renowned sales trainer, Rob shares his journey of overcoming financial hardships and rediscovering the potential of sales as a career path.Discover the importance of customer-centric...2025-06-0556 minThe Insurance DudesHow to Thrive in Commercial Insurance: Lessons from Patrick AlbrechtIn 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 niches in commercial insurance, including healthcare, municipalities, and forestry products. Patrick discusses how the insurance industry has transformed from door-to-door sales to modern data-driven approaches, while emphasizing that relationships remain key to success.Join the elite...2025-06-0536 minThe Insurance DudesFrom Law to Insurtech: Chris Cheatham's JourneyShoot 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 spin-out story of Milo and explore how it revolutionizes small business insurance through efficiency and innovation.In ...2025-01-1525 minThe Insurance DudesChad Spaide on Automation, Burnout, and Effective Client Engagement in Insurance | TeaserShoot Us A Message!Join hosts Jason and Craig as they discuss the value of mutual respect and support among colleagues, the significance of listening in sales, and the adaptability required in a constantly changing market.Chad also shares invaluable tips on using technology to enhance efficiency without losing the personal touch, managing leads, and the essential craft of persistence after rejection. Plus, you'll hear about Chad's formative years, his stint as a commodity broker, and the ener...2024-12-3100 minThe Insurance DudesGrowth Strategies for New Agents from Stephanie RigginsShoot Us A Message!Welcome back, listeners, to another exciting episode of The Insurance Dudes Podcast! Today, we have an inspiring and insightful conversation lined up with Stephanie Riggins, a seasoned insurance agency owner with 15 years of industry experience.Join our hosts, Jason and Craig, as they dive into Stephanie's journey from a waitress to a thriving agency owner, her strategic focus on sales and growth, and the unique challenges she faced starting her business during the pandemic...2024-11-2040 minThe Insurance DudesBalancing Family, Health, and Business in the Insurance World with Nicholas SakhaShoot Us A Message!Nicholas Sacca, an accomplished insurance agent from Las Vegas. Join hosts Craig Pretzinger and Jason as they dive into the transformative power of personal referrals and social media in the insurance industry.We'll explore how tracking business origins and leveraging consistent, authentic content on platforms like Instagram, TikTok, and YouTube can amplify your presence and drive high-quality leads. Nicholas shares his success stories and lessons learned at his agency, emp...2024-11-1359 minThe Insurance DudesEffective Sales Strategies and Staff Autonomy in Insurance with Nik ChampionShoot Us A Message!Welcome to another episode of The Insurance Dudes! In this riveting episode, our hosts Eric Brown and Craig Pretzinger sit down with Nik Champion, founder of Champion Insurance Agency. Together, they delve into the highs and lows of the insurance business, including Nik’s harrowing experience with a client's threats, the importance of maintaining professional boundaries on social media, and the challenges of rebranding an acquired agency.Nik opens up about the strategic gro...2024-10-231h 05The Insurance DudesRemove Frustration and Unlock Growth in Your BusinessShoot Us A Message!In this insightful episode of The Insurance Dudes, Jason dives deep into eliminating frustration in your business and unlocking growth. They discuss the common hurdles business owners face, particularly the frustration with employees and stagnant growth. Jason shares a pivotal moment that transformed his approach to managing his business, leading him to use a six-step framework that focuses on running the business with math and leading the team with emotion.Key Takeaways:Id...2024-10-1006 minThe Insurance DudesMastering Cross-Selling with Carson PorterShoot Us A Message!In this dynamic episode of "The Insurance Dudes," hosts Craig Pretzinger and Jason Feltman sit down with Carson Porter to dive deep into the strategies and insights that can turn insurance agents into formidable sales machines. Carson shares his expertise on cross-selling life insurance to Property and Casualty (PNC) clients, offering valuable pointers on leveraging client data, refining leads, and the importance of persistence.Key Topics:- Cross-Selling Strategy: Cars...2024-09-2041 minThe Insurance DudesWhat kind of measurable results and ROI have agencies seen from using TeleFunnels?Shoot Us A Message!Welcome back to The Insurance Dudes podcast! In today's episode, we're diving deep into the secret sauce behind building a successful and profitable insurance agency. Join Craig Pretzinger as he recounts his transformative journey with the innovative "telefunnel" system, a unique blend of traditional phone sales and modern lead generation. Discover the struggles and triumphs that led to his agency's explosive growth, the critical role of perseverance, and the incredible ROI...2024-09-1209 minThe Insurance DudesInsider Tips for Scaling Insurance Agencies with Telefunnel Mastery | The Insurance DudesShoot Us A Message!Craig Pretzinger delves into the intricacies of creating a predictable, consistent, and profitable agency sales machine. Kicking off with a reflection on the importance of strategic investment and the pitfalls of a DIY approach, the episode centers around the transformative power of telefunnels. Craig describes the journey from initial experimentation to the establishment of highly effective sales processes, initially undertaken by Jason Feltman but later optimized through ...2024-09-1103 minThe Insurance DudesHow should agencies hire and train effective dialing specialists | The Insurance DudesShoot Us A Message!In this illuminating episode of The Insurance Dudes podcast, host Craig Pretzinger dives into the intricacies of building a successful insurance agency using telefunnels. With a blend of personal anecdotes, hard-earned lessons, and actionable strategies, Craig provides a blueprint for agencies looking to streamline their dialing operations and maximize profitability.Grab our newly released book at a discount!https://ln.run/02VKzThe Insurance Dudes Weekly 5-Min ReadTips, Tri...2024-09-0604 minThe Insurance DudesWhat are some common pitfalls to avoid when implementing a TeleFunnel | The Insurance DudesShoot Us A Message!Welcome to another insightful episode of "The Insurance Dudes" podcast! In this episode, host Craig Pretzinger dives deep into the common pitfalls to avoid when implementing a TeleFunnel. If you've ever struggled with generating leads or understanding the math behind successful TeleFunnels, this episode is tailor-made for you.Grab our newly released book at a discount!https://ln.run/02VKzThe Insurance Dudes Weekly 5-Min ReadTips, Tricks, and Wizardry for Everything Your Age...2024-09-0408 minThe Insurance DudesHow Does Technology Integrate with Human Touch in TELEFUNNEL SYSTEM | The Insurance DudesShoot Us A Message!Welcome back to another insightful episode of The Insurance Dudes! In today's show, host Craig Pretzinger delves into the fascinating interplay of technology and the human touch within the insurance industry. Reflecting on his journey from 2008 to the present, Craig reveals how the technological landscape has dramatically evolved—from manual dialing of phones to advanced automated systems.You'll hear about the prudent use of carrier-approved technology for sending out text ...2024-08-3003 minThe Insurance DudesWhat's the role of dialing specialists in a TeleFunnel | The Insurance DudesShoot Us A Message!In this insightful episode of The Insurance Dudes, Craig Pretzinger dives deep into the crucial role of dialing specialists in a telefunnel. With a special introduction by his AI counterpart, AI Craig, the episode explores the evolution and optimization of dialing strategies, focusing on how dialing specialists serve as "sifters" to maximize sales efficiency and reduce burnout among sales agents.Grab our newly released book at a discount!https://ln.run/02VKzThe Insurance Du...2024-08-2809 minThe Insurance DudesOutsource or In-House: The Telemarketing Dilemma SolvedShoot Us A Message!Welcome back to The Insurance Dudes! In this episode, host Craig Pretzinger and special guest Jason Feltman dive deep into the nuts and bolts of creating a successful telefunnel system for insurance agencies. They explore essential elements like lead generation, the right dialing systems, and crucial metrics to track. Craig shares personal experiences on letting go of control in his agency, the importance of specialized roles, and the benefits of outsourcing dialing tasks. ...2024-08-2305 minThe Insurance DudesUnderstanding the Dunning-Kruger Effect for Insurance SuccessShoot Us A Message!Welcome back to another enlightening episode of The Insurance Dudes podcast! In today's episode, we're diving into the secrets of crafting a predictable, consistent, and profitable agency sales machine. Join host Craig Pretzinger and special guest Jason Feltman as they unveil the concept of the "Gateway to Success," shedding light on its transformative power for insurance agents striving to elevate their business.Craig delves deep into the psychological journey we all embar...2024-08-2107 minThe Insurance DudesMaking Smart Decisions with Insurance Lead GenerationShoot Us A Message!Craig Pretzinger's journey in the insurance industry has been marked by significant challenges and learning experiences. In the early years of his career, Craig struggled with consistency and faced obstacles in understanding realistic expectations. He invested heavily in innovative yet unproven methods, such as spending six thousand dollars on shopping cart ads, hoping they'd yield substantial results. However, these ventures often didn't meet his high expectations, which w...2024-08-1607 minThe Insurance DudesWhat is a telefunnel? ft. Craig AIShoot Us A Message!Hey there, Insurance Dudes listeners! Craig here, flying solo for this episode while Jason is out enjoying some quality camping time.In today's show, we're diving into the concept of the telefunnel - the secret sauce that has helped us grow our agencies in a predictable and profitable way. I'll be breaking down exactly what a telefunnel is and how you can implement this strategy yourself to supercharge your insurance sales.But that's not all - I've brought in a special gues...2024-08-0706 minThe Insurance DudesOvercoming Sales Challenges in the Insurance Industry with Jorge Carbonell PART 2Shoot Us A Message!Welcome back to another riveting episode of The Insurance Dudes! In this week's episode, hosts Craig Pretzinger and Jason Feltman sit down with industry expert Jorge Carbonell to delve into the intricacies of managing both remote and in-office teams. Jorge opens up about his challenges and successes, offering a candid look at the importance of the right culture fit, self-accountability, and how to manage remote work effectively.Jason and Craig share their own experiences an...2024-07-2621 minThe Insurance DudesOvercoming Sales Challenges in the Insurance Industry with Jorge Carbonell PART 1Shoot Us A Message!Welcome to another exciting episode of "The Insurance Dudes"! Today, we're thrilled to have the ever-dynamic Jorge Carbonell join our hosts, Jason Feltman and Craig Pretzinger. In this insightful episode, Jorge shares his journey and expertise in building a successful insurance agency, highlighting the importance of hiring the right talent and developing a motivating work culture. We delve into the key strategies for creating effective hiring processes, fostering team motiv...2024-07-2415 minThe Insurance DudesMatthew Murray's Unique Path in Building a Successful Insurance Agency PART 2Shoot Us A Message!Welcome to another insightful episode of **The Insurance Dudes**, where Craig Pretzinger and I, Jason Feltman, are joined by the dynamic insurance expert, Matthew Murray. In today's conversation, we dive deep into the often daunting topic of life insurance and final expenses. Matthew shares his profound wisdom on navigating these challenging conversations with clients, offering practical tips and strategies to overcome common objections. We also explore the exciting interse...2024-07-0215 minThe Insurance DudesMatthew Murray's Unique Path in Building a Successful Insurance Agency PART 1Shoot Us A Message!Welcome to another thrilling episode of The Insurance Dudes! This time, hosts Craig Pretzinger and Jason Feltman sit down with our special guest, Matthew Murray, who shares a blend of humor, insightful stories, and invaluable advice from his journey in the insurance industry. Matthew kicks off the episode with a hilarious and unexpected anecdote from his agency during the COVID-19 pandemic. As the conversation unfolds, he delves into his unconventional path into the insuran...2024-06-2722 minThe Insurance DudesHow AI is Transforming Content Creation, Marketing, and Sales PART 2Shoot Us A Message!Welcome to another exciting episode of The Insurance Dudes! We're thrilled to delve into the transformative world of AI and automation with industry expert Justin Brock. Joining hosts Craig Pretzinger and Jason Feltman, Justin highlights how AI is revolutionizing business operations, scaling productivity to infinite heights, and reshaping the insurance and finance sectors. From his journey of growing a small agency into a $70 million empire, Justin sheds light on the critic...2024-06-2524 minThe Insurance DudesHow AI is Transforming Content Creation, Marketing, and Sales PART 1Shoot Us A Message!Welcome to another exciting episode of The Insurance Dudes! We're thrilled to delve into the transformative world of AI and automation with industry expert Justin Brock. Joining hosts Craig Pretzinger and Jason Feltman, Justin highlights how AI is revolutionizing business operations, scaling productivity to infinite heights, and reshaping the insurance and finance sectors. From his journey of growing a small agency into a $70 million empire, Justin sheds light on the critic...2024-06-2033 minThe Insurance DudesHow You Can Spend More To Acquire Insurance Clients | Insurance Agency PlaybookShoot Us A Message!In today's riveting episode of The Insurance Dudes, Craig Pretzinger and Jason Feltman dive deep into the often overlooked but crucial aspect of retention in the insurance business. Join us as Craig reminisces about his almost-cancelled 2019 Christmas trip to Kauai and how a key realization about lifetime value (LTV) of clients changed everything. Together, they break down how understanding and leveraging retention can significantly boost your profitability, revealing the p...2024-06-1110 minThe Insurance Dudes8 Prompt Steps for 10x Better ChatGPT Answers | Insurance Agency PlaybookShoot Us A Message!Welcome to The Insurance Dudes! Today, host Craig Pretzinger brings you an essential guide to navigating the AI revolution in the insurance industry. If you're a P&C or life insurance agent, this episode is a must-listen. Craig dives deep into the art and science of crafting effective prompts for AI tools like ChatGPT, detailing eight crucial steps to maximize your interactions. From being clear and specific to providing context and using simple language, Craig equips y...2024-06-0613 minThe Insurance DudesChatGPT Determines Your Insurance Career?Shoot Us A Message!Welcome back to another riveting episode of The Insurance Dudes! Today, it's just Craig Pretzinger flying solo while Jason Feldman is off on a top-secret mission. Craig dives deep into the ever-evolving world of Language Learning Models (LLMs) like ChatGPT, emphasizing their critical role in staying competitive and relevant in today's digital age. He walks through concrete steps on how to identify challenges, select the right LLM tools, train your team, and start small to a...2024-06-0410 minThe Insurance DudesAI Takeover? Will You Be Blockbuster or Netflix?Shoot Us A Message!Welcome back to another exciting episode of The Insurance Dudes! Today, we're diving into a critical conversation on the AI takeover and what this means for your insurance agency. Are you going to be a Blockbuster or a Netflix in the evolving landscape of AI? Join your host, Craig Pretzinger, as he shares a compelling story of an insurance agent grappling with competition from an AI-powered insurance platform. Craig breaks down the transformative power of AI, its impact on ...2024-05-3020 minThe Insurance DudesReferrals Are the Gravy | Insurance Agency PlaybookShoot Us A Message!Welcome back to another thrilling episode of The Insurance Dudes! Today we're joined by Craig, the word of mouth wizard Pretzinger, and Jason, the referral renegade Feltman. Buckle up as we dive deep into the dynamic world of referral marketing—a gold mine for boosting your agency’s growth that too many overlook. Referrals don't just amplify client trust and loyalty; they're the top-tier short cut to acquiring clients who are more likely to engage and less sensitive o...2024-05-2112 minThe Insurance DudesInsure Tech Specs to Avoid Wrecks | Insurance Agency PlaybookShoot Us A Message!Welcome back to another insightful episode of "The Insurance Dudes"! In This episode "Insure Tech Specs to Avoid Wrecks," we dive deep into the transformative world of technology in the insurance agency sphere. Jason Feltman, also known as "the Tech Titan," and Craig Pretzinger, the "Efficiency Emperor," discuss the crucial role of technology in streamlining an agency’s operations. They share personal anecdotes from their early days as agency owners, wrestling with outdated...2024-05-1613 minThe Insurance DudesCrypto, Eggs, and UVP | Insurance Agency PlaybookShoot Us A Message!Welcome to another illuminating episode of "The Insurance Dudes" podcast, where your hosts, Craig Pretzinger, the conversion king, and Jason Feltman, the prospecting pro, dive deep into the critical topic of crafting a unique value proposition (UVP) for your insurance agency. In this episode, we explore why a well-defined UVP is essential for distinguishing your agency in the crowded insurance market, known humorously as the sea of sameness. Craig and Jason will guide you t...2024-05-1410 minThe Insurance DudesScaling Your Agency with Intention and Purpose | Insurance Agency PlaybookShoot Us A Message!Welcome back to The Insurance Dudes for another episode! The hosts of today's episode, "Scaling Your Agency with Intention and Purpose," Jason Feltman and Craig Pretzinger, will walk you through the crucial tactics for effectively expanding your insurance agency without compromising your basic principles or overworking your staff. They will talk about how crucial it is to adopt a mindset of strategy rather than hustling, create an environment that encourages long-term growt...2024-05-0908 minThe Insurance DudesInsurance Agency Problem Hacks | Insurance Agency PlaybookShoot Us A Message!Welcome to another episode of "The Insurance Dudes," where today we'll be diving into the art of effective problem-solving within insurance agencies. Our guest, Jason Feltman, brings a wealth of experience to unpack strategies that not only streamline agency operations but also empower teams to tackle challenges head-on. Jason emphasizes the importance of establishing clear processes and leveraging a scientific approach to decision-making, ensuring that both sales efficienc...2024-04-2509 minThe Insurance DudesActivate Your Active Listening Activity | Insurance Agency PlaybookShoot Us A Message!Are you truly listening or just hearing?👂Welcome back to another episode with the listening guru Craig Pretzinger! On today's episode Craig talks teaches the techniques to master the powerful art of listening actively.Did you know that people usually retain only around 25% of what they hear? The other 75% of the information just goes out the other ear!Tune in to learn how you can master this art to help your agency with sales, conflict resolution, and overall client relatio...2024-04-1806 minThe Insurance DudesInsurance Brass Tactics 3 Ways To Thrive | Insurance Agency PlaybookShoot Us A Message!What are the right marketing strategies for your agency?? Jason and Craig break it down in a really fun and lively episode of the Insurance podcast today!The duo discusses various marketing strategies focusing on real-time internet leads as the most effective approach. They compare live transfers and direct mail, highlighting the drawbacks such as inconsistency, high costs, and loss of control over data. The insurance gurus stress the necessity of embracing internet le...2024-04-0319 minThe Insurance DudesInsurance Brass Tactics To Avoid Failure | Insurance Agency PlaybookShoot Us A Message!It's Insurance marketing 101 day and we are going to learn about the tactics that are a no-go for new P＆C agents!!!Jason and Craig break it down, quite literally with a funny and catchy jingle, how cold calling, generic email marketing, and relying on social media marketing and advertisements is not a fruitful strategy.📢 Tune in for fun times and insights and stick around for the next episode to learn the actual tactics that will help you build your agency as a solid brand!...2024-04-0213 minThe Insurance DudesHiring Hell In The Insurance AgencyShoot Us A Message!What is the biggest mistake agency owners might be making when it comes to hiring? Waiting for a vacancy to open up!Welcome back to another candid and funny episode of the playbook, today our hosts get #VeryReal and #VeryHonest with their hiring strategies. Jason and Craig evaluate an article by Amy C and give their insights on the 5 strategies that Amy has written about.With an in-depth analysis on each of the 5 points, Idudes start by discussing when an agency should be o...2024-03-2813 minThe Insurance DudesNobel Prize Framework For Easy Insurance Sales | Insurance Agency PlaybookShoot Us A Message!Fasten your seatbelts, as the Insurance dudes take you for a fun and exciting ride through the world of quantum physics today. That’s right! Jason and Craig sit together to discuss and deconstruct Richard Feynman’s infamous theory and create the ultimate Insurance Simplification Framework to help break down intensely complex insurance processes for clients and to build up your knowledge as well. The framework includes 4 steps, Step one is to pick an insurance concept you wa...2024-03-2609 minThe Insurance Dudes5 Part Process To Avoid Failure WIth Insurance Sales Candidates | Insurance Agency PlaybookShoot Us A Message!Join us for today’s podcast with the Insurance Dudes as they discuss the 5 frameworks that make up the talent acquisition strategy!Learn how each component framework weighs in on the whole strategic process.Jason and Craig believe any agency can get results if they stick to all five components. If an agency is pushing 80% on ALL five components, it is better than pushing 100% but only on 4 components.Learn how Lead acquisition, activation, sales conversion, sales optimizati...2024-03-1810 minThe Insurance DudesCulture!Shoot Us A Message!Craig and Jason sit down for an exciting coffee talk yet again! And this time they delve into the crucial topic of building a positive culture within an insurance agency for the new year. The hosts provide three key elements that contribute to fostering a thriving agency culture.First on their list is the importance of defining core values, and the second element is the mission of the agency. Lastly, the hosts stress the significance of a clear and communicated vision for t...2024-01-3113 minThe Insurance DudesWhy This Insurance Agent Doesn’t Know How To Turn On A Computer!Shoot Us A Message!Another spectacular episode of coffee talk with the Idudes! As they dive into the story of how Craig got inspired by a fellow industry expert, Bill Eggert! The conversation delves into the importance of effectively forming control, leveraging time, and investing in personal and business growth. The discussion also touches upon the changing landscape of technology in the insurance industry, with insights into the Green Sheets framework and its relevance in today's digit...2024-01-2914 min