Built Simple (in Insurance and in Life)

Staying the Course: Not Letting One Bad Day or Week Affect You The conversation revolves around the themes of resilience, tenacity, and mindset in the insurance industry. Chris & Adam emphasize the importance of staying the course, not letting one bad day or week affect you, and maintaining a positive attitude. They discuss the need for consistency in lead generation, appointment setting, and...

Rural vs Urban in Sales. Here are the notes summarizing the key points from the podcast discussion: - Explored the nuances of defining "rural" vs "urban" areas based on characteristics like farmland, population density, infrastructure, and travel times between locations - Discussed the challenges of working as sales agents in rural areas such as lack of cell/internet access, ne...

The Illusion of Success: Navigating the Reality Behind the Screens The episode offers a reality check on the often-glamorized portrayal of success and entrepreneurship online. Key takeaways: - Be skeptical of online claims of success, large followings don't necessarily equate to legitimacy. Look for real business activity and verify claims - True success goes beyond just financial metrics. It&...

This episode focuses on setting ambitious financial goals, particularly earning $200,000 in the next 12 months. Adam and Chris discuss breaking down this goal into smaller, actionable steps and the importance of a daily accountability call to stay motivated and on track. They highlight the value of a 25-minute daily conference call in their insurance business, which helps agents report their produ...

Chris & Nick discuss important insights about the insurance industry: - You cannot simply be "released to nobody" with insurance leads/contracts - you must terminate the contract or potentially go direct with a carrier. - The insurance industry can be insular, with agents congregating in online forums/groups, creating a "bubble" mentality. Branching out to other sales commu...

This episode covers strategies for managing and organizing business leads more efficiently using digital tools like iPads and note-taking apps. Key points: - Benefits of transitioning to digital note-taking with apps like GoodNotes and Notability instead of printing leads, including easier searching, sharing, and accessing lead information. - Using cloud storage and digital backups to keep lead da...

This episode explores the societal hype around the recent total solar eclipse, the challenges of managing subscription services. The eclipse received unprecedented media attention, with some joking about "apocalyptic" consequences. - Subscription services like vitamins/household items can lead to overabundance due to automatic delivery - Agents need consistent lead flow, not just one-tim...

In this episode, Adam draws parallels between the movie "Cinderella Man" and the challenges faced in the insurance sales industry. He discusses how the film's protagonist, boxer James Braddock, persevered during the Great Depression to provide for his family, much like insurance agents must persevere through uncertainty and commission-based income. Adam emphasized the importance of a...

This episode features Scott Gifford, an experienced insurance agent with a background in field sales and telesales. Scott introduces a new software called "One" he developed to help agents to stay on point and to shorten the learning curve for a telesales agent. - Scott shares insights on transitioning from field to telesales, highlighting the learning curve of building rapport over the...

 Adam is leading a training session for insurance agents on effective presentation techniques - He emphasizes having a structured presentation Adam and Chris cover the importance of pre-planning and funding funeral arrangements to avoid burdening families with high costs - They provide statistics on funeral expenses like caskets, burial vaults, and grave openings to highlight the need for pre-plan...

The episode reflects on the profound impact of the COVID-19 pandemic on the insurance industry and agents' personal lives. Key points: - The pandemic created uncertainty and rapid changes, restricting in-person sales and family visits. - Agents fell into 3 categories: those with financial stability and a plan, those who panicked, and those who adapted by embracing technology and new business a...

In this episode, Chris, Adam, and Nick dive into the strategies of appointment setting versus door knocking in insurance sales. They share insights on maximizing leads, setting appointments efficiently, and the importance of consistent lead generation. The conversation covers planning routes, using CRM tools, and leveraging existing clients for sales opportunities. They touch on the challenges and...

This episode explores the insurance industry and the journeys of two insurance professionals, Aubrey and Nick. Aubrey, who initially had a teaching degree, found her way into the property and casualty insurance space after working in customer service. She now owns her own insurance firm, leveraging the resources and brand recognition of a large insurance company Nick's story is similar, as he...

In this episode, Adam shares insights on achieving a successful insurance career by emphasizing self-belief, humility to learn, successful strategies, and solid business planning. He stresses the importance of confidence, learning from high achievers, and adapting to market conditions for success. Practical tips for success in the final expense business include setting manageable appointments, rou...

In this episode, Adam Brsan discusses the concept of 'doing whatever it takes' to succeed in the insurance business. He explores key components such as commitment to goals, motivation, persistence, consistency, resourcefulness, and resilience. Adam emphasizes the importance of maximizing leads and opportunities, adapting to change, and taking risks. He also highlights the significance of m...

Adam and Chris's conversation focuses on creating a successful work day and week by putting together a proper plan and consistently ordering leads. They emphasize the importance of managing money, having a consistent lead order, and building structure and work ethic. They discuss the predictability of the insurance business and the need to continuously replenish leads to maintain success. Over...

Chris and Adam speak with Real Estate expert Aaron Craig, aka "Arizona Aaron" about the importance of showing up and being prepared. They also discuss the need for consistency and the dangers of entitlement. Prospecting methods and the current state of the real estate market are discussed. The importance of planning, organization, and having an abundance mindset is highlighted. The ultim...

Adam shares his experiences and challenges during his week in production. He discusses the importance of perseverance and overcoming obstacles in the sales process. Adam highlights the need to build trust with clients and handle objections effectively. He also addresses a situation where a client was potentially misled by another agent. Overall, Adam emphasizes the significance of staying motivate...

Chris and Nick discuss the biggest curveballs they have faced in the insurance industry. They share personal experiences and provide insights on how to navigate unexpected challenges. They emphasize the importance of being prepared, thinking creatively, and finding solutions to problems. The conversation also touches on hot button issues in Medicare and the need to focus on business results. Overa...

Adam and Chris run through a list of common objections insurance agents receive while either 1. Door-Knocking a lead and trying to get into a home to do a presentation or 2. When trying to close the sale. These tips could help you make at least another sale or two a week!

Adam and Chris discuss the importance of leadership in the insurance industry. They explore the challenges of finding the right balance between management and micromanagement, as well as the need to meet people where they are in their journey. The conversation then transitions to the topic of rollup avoidance, with a focus on mitigating rollup debt. They share four tips for managing rollup debt, i...

In this episode, Adam discusses various aspects of his recent business experiences. He highlights the importance of knowing the competition and understanding different carriers. He shares a cautionary tale about deceptive practices of one carrier. Adam also provides examples of how he was able to save clients money and provide more coverage. He emphasizes the value of being proactive and reaching...

In this episode, Chris discusses the importance of compliance in the insurance industry. He emphasizes that compliance is not only necessary to maintain carrier contracts and insurance licenses but also to avoid legal consequences such as jail time. The host provides tips for being careful with compliance, highlights the risks of operating in the gray areas, and warns that carriers are catching up...

In this episode, Adam discusses the importance of avoiding pre-judging leads in the insurance industry. He shares personal experiences where he almost walked away from potential clients based on initial impressions, but ended up writing significant business. Adam emphasizes the danger of pre-judging leads and highlights the importance of showing up and giving every lead a chance. He also discusses...

In this episode, Adam's dad, Mark Brsan, shares his insights and experiences from his 47 years in the insurance business. He discusses how he got started in the industry and the importance of building relationships and providing excellent service to clients. He shares effective strategies for telesales and emphasizes the importance of building rapport with clients. Mark also discusses closing...