Accelerate Your Insurance Sales Podcast

Most insurance agencies market themselves like they're still stuck in the last century, relying on tired tactics, generic messaging, and treating their marketing team like order-takers. But what if your marketing could be your agency's ultimate weapon? My guest, Aubrey King, Director of Marketing at McConkey Insurance & Benefits, is here with a new framework for breaking out of the &qu...

Most independent agencies lack a compelling story, have no true specialization, and fight to be seen as anything more than a commodity that can be replaced by a cheaper quote. It’s a constant struggle to prove your value in a crowded market where trust is everything. But what if your agency's unique story was your greatest asset? My guest, Andor Tobelem from Miami Insurance Brokers, joins me o...

The future of this industry belongs to those who collaborate. My guest, Jessica Brooks-Woods, CEO of NABIP, is here with a game plan for why unified action is the only path forward. In this conversation, we break down how advisors, brokers, and industry partners can work together to solve the massive challenges our clients are facing. This is a masterclass in building a career and an industry on t...

Every producer in this industry, from the rookie to the top all-star, gets the exact same 24 hours in a day. It's the ultimate equalizer.  Yet, most waste this invaluable resource on outdated training, get bogged down in service work, and lack the discipline to focus on what actually drives growth. They treat time as something that just happens, not as their most critical asset. The top 1% und...

Every broker has clients with a workforce they can't solve for: hourly, seasonal, part-time, etc. These are the "hard-to-insure" employees who are often priced out of major medical plans, leaving them with no access to essential care. This isn't just a benefits problem; it's a business problem that drives turnover. But what if there was a way to provide valuable healthcare to these employees witho...

The modern market is designed to crush the independent agency. For many, the goal is no longer to thrive; it's just to survive in an increasingly hostile environment. But you don't have to go it alone. My guest, Pam Schlotzhauer of United Benefit Advisors (UBA), is here with the game plan for how independent agencies can fight back, thrive, and scale. In this conversation, we break down th...

For decades, the insurance industry's default answer to every growth problem is to "hire more people." Need more sales? Hire a producer. This isn't a strategy; it's a trap, and it saddles your agency with massive overhead. It's time for a new model: Stop hiring for tasks that AI can master. In this episode, I'll show you exactly how to do it. We'll get into the game plan for using AI to scale your...

In the boardroom, the biggest enemy is often fear. CFOs and HR leaders get paralyzed by the fear of change, letting their teams suffer under broken health plans because doing nothing feels safer than taking decisive action. But on the battlefield, indecision gets people killed. My guest on this episode of Broker’s Voice, Rich Hess, is a Marine Corps combat veteran who brings that battlefield minds...

What do you do when your world collapses? When your son is diagnosed with a rare and aggressive cancer, and you meet another father in the hospital who has lost his job and can't afford a $2 parking fee? This isn't a hypothetical, it was the reality for my guest, Tom Sutter. It's a level of tragedy that can break a person and force them to give up. But Tom didn't just survive; he f...

In this episode, I break down the 3 unconventional sales rules that have generated millions for my company. You'll learn why your goal is a clear decision (not just a "yes"), why the follow-up is 100% your responsibility, and why your first job is to disqualify prospects. This is the new rulebook for advisors who are ready to get real results. ▶▶ Sign Up For Your Free Discovery Call...

What if industry chaos is your biggest opportunity to build unbreakable trust? My guest, Brennen Grone of Rainbow, joins me on The Broker's Voice with a game plan for building lasting client relationships in the toughest markets. We break down how becoming a true specialist, backed by a responsive, underwriting-led partner, turns you from a quote-fetcher into an invaluable counselor. This is a...

Being a great salesperson doesn't automatically make you a great CEO. The industry is filled with agencies great at bringing in business, but lacking the foundational systems and leadership to truly scale. This leads to frustrating plateaus and missed opportunities. In this episode, my guest Dan Meylan, who's started, bought, and sold multiple agencies, lays out the scaling blueprint that...

The insurance industry is addicted to "realistic" sales goals. We set safe, comfortable targets that we know we can hit, which feels like smart planning but is actually a blueprint for stagnation. This approach guarantees you stay in your comfort zone and never unlock your team's true potential, leaving massive growth on the table year after year. I'm not just telling you to aim...

I recently took a small group of elite producers into the Northwoods to prove there's a better way to get together than the typical insurance conference. In this raw, roundtable conversation we recorded on-site, they share the biggest lessons they learned from two days of stripping away the noise and focusing on what actually moves the needle. We get into the power of shared struggle, the non-...

I was tired of the broken industry conference model: the fire hose of information, the unhealthy food, and the complete lack of focus on real growth. So I decided to create something different: a private, two-day "unconference" retreat for a small group of top-performing advisors. I wanted to see what happens when you strip away the noise and focus only on what truly moves the needle for...

The traditional sales playbook was written for extroverts. It tells you to work the room, dial for dollars, and constantly be "out there”, which is a model that drains introverts and forces them to play a game they're not built for. The biggest lie in this industry is that to succeed as an introvert, you have to fake being someone you're not. As an introvert who has built a successful...

Every broker has that client who's trapped—too big for small group rates but terrified of the massive financial risk of traditional self-funding. They're stuck in the fully insured death spiral, facing brutal, unsustainable renewals year after year, and you feel powerless to offer a real way out. It's one of the biggest challenges in the benefits space. My podcast sponsor, True Captive...

Back in 2014, I was at a crossroads that every consultant hits: I knew the traditional way of selling benefits was broken, but I didn't have the playbook to build something better. It's a place where you feel stuck, forced to sell the "least bad" option from a carrier while managing the inevitable rate hikes for your clients. Then I read a book that changed the entire trajectory...

The insurance industry is full of brokers who talk about innovation but still push the same tired, carrier-first products. My guest this week, Wes Spencer, doesn't just talk—he builds.   After starting his career at Federated Insurance, he knew there had to be a better way than the restrictive models offered by traditional agencies. That mission became deeply personal after a nurse pulled him...

If your primary prospecting strategy is to make as many cold calls as possible, you're building your business on a foundation that's cracking. The belief that more dials equal more dollars is pretty outdated in 2025, and that keeps producers stuck in a frustrating, dead-end grind. I'm not just here to tell you what's broken; I'm giving you the blueprint to fix it. In this episode, I break down my...

If you think you need a specific resume or 20 years of experience to succeed in this industry, you are flat-out wrong. The belief that there's only one path to the top is an excuse that can sometimes producers stuck. On this episode, I'm joined by Ragan Edwards, and her story is the blueprint for anyone who feels like an outsider. After 10 years as a stay-at-home mom, she jumped into commercial in...

Happy Independence Day! I hope you enjoy the holiday, but remember to keep your foot on the gas coming out of it and into Q3. I'm going to be direct: if you're an insurance professional just "winging it" for the second half of the year, you are about to get left behind. I'm not saying that to be a pessimist, but to be real with you: the big goals you set in January won't...

On this episode, I'm joined by a producer who cuts through the noise: Guffy Wright from The Mahoney Group.  If you're an insurance professional trying to be everything to everyone, you are about to get run over. I'm not saying that to be negative, but to be real with you: focusing on the wrong clients is the fastest way to burn out and kill your growth. Guffy joins me to break down the...

On this episode, I'm cutting right to the chase: if you're an insurance professional putting your head in the sand on this whole AI thing, you are about to get run over.  I'm not saying that to be a doomsayer, but to be real with you: this is going to change how you do business, whether you like it or not. I'll break down exactly how you can use AI to your advantage, especially whe...

June is mental health month, and I wanted to dedicate at least one of my episode’s this month to this topic. Jenny Weaver from AllyHealth joined me in her backyard for a deep dive into the topic of mental health and what AllyHealth is doing to make help convenient and accessible. We also discussed the causes of so much anxiety and depression in the current world, and some practical tips on detoxin...