Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

How to Scale Your Insurance Agency Without Losing Your Sanity | Insurance Agency Playbook

How to Scale Your Insurance Agency Without Losing Your Sanity | Insurance Agency Playbook

FromThe Insurance Dudes


How to Scale Your Insurance Agency Without Losing Your Sanity | Insurance Agency Playbook

FromThe Insurance Dudes

ratings:
Length:
5 minutes
Released:
May 15, 2023
Format:
Podcast episode

Description

While there is a lot of excitement that comes with running an agency, there are challenges too.But worry not!In this podcast, Craig Pretzinger talks about 3 things that can help you scale your business and also keep your sanity.Creating efficient systems and processes: you have to learn how to streamline your processes and simplify your tasks by automating them.Delegate your tasks: you have to make sure you divide the tasks among your team.Use CRM: use a good and efficient Client Relationship Manager to handle leads, team management, and much more!Highlights:1:22 Implementing efficient systems2:20 What can we automate with the efficient systems3:30 Task delegation4:00  CRM4:45 teaser for part 2 of “How to Scale Your Insurance Agency Without Losing Your Sanity”The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!
Released:
May 15, 2023
Format:
Podcast episode

Titles in the series (100)

The Insurance Dudes, Craig Pretzinger and Jason Feltman, help Insurance Agents create a Predictable, Consistent, and Profitable Agency Sales Machine.