How To Sell Insurance

Let’s be real — in 2024, if someone can’t find you online, they won’t trust you. In this episode, Ryan, Grant, and Ashton get real about what your social media, Google results, and personal brand say about you — and why every insurance agent needs to get serious about looking credible online. They break down:✅ What your Facebook and LinkedIn pages should actually show✅ Why clients and agents Goo...

You built rapport. Now what? This is where most agents get stuck — transitioning from small talk to the real convo without making it weird. In this episode, the guys break down the 4 transitions that matter most in every sales call:👉 From rapport to the reason you’re there👉 From conversation to pricing👉 From numbers to close👉 From “here’s the offer” to “let’s get it done”⏱️ Timestamps:00:00 –...

Everyone remembers their first day in the field… but not everyone survives that first year. In this episode, Grant, Ashton, and Ryan look back at the mistakes, missed opportunities, and key habits that helped them survive (and scale) during their rookie year in insurance sales. This one’s for new agents — or seasoned agents who need a reset. You’ll learn: ✅ What they wish they had done sooner (an...

Everyone wants work-life balance — especially in insurance. But what does it actually take to get there? In this episode, Ryan, Grant, and Ashton break down the truth behind what “balance” looks like at different stages in your insurance career — from brand-new agent to full-time builder. They cover: ✅ Why the balance you want starts with intentional imbalance ✅ How to structure your day, your t...

Let’s talk about the part of agency growth most leaders don’t plan for: conflict, coaching, and chaos. In this episode, Ryan and Grant dive deep into the real mindset and tools required to lead a growing team — from navigating difficult personalities, to knowing when to bring challenge, and how to avoid micromanaging yourself into burnout. They cover:🔥 Handling Conflict as a Leader 🧠 Coaching Wi...

Whether it's an appointment setter, or a new agent, we broke down the qualifications, and character that we look for all in this brand spanking new episode.

What separates a 3-app day from a 7-app day? Structure, professionalism, and confidence. In this episode, our guests Josh Manzano, and Chris Clark, break down exactly how top producers run appointments that convert. From building trust in the first 7 seconds to overcoming the most common new agent pitfalls, this episode is a masterclass in running clean, repeatable systems that lead to consistent...

Let's talk about something many agents struggle with but don't talk about — financial struggle. Maybe you're still struggling financially but not necessarily because you're bad at selling, but because you don’t know how to manage your income. In this episode, we break down exactly how to stop living paycheck to paycheck, structure your finances like a real business, and build long-term wealth in t...

Your online presence matters more than ever! Whether you're selling insurance or growing an agency, branding yourself properly can make or break your success. In this episode, we cover: ✅ Why clients and agents Google you before working with you ✅ How to make your social media work FOR you, not against you ✅ The biggest branding mistakes that drive people away ✅ Easy, free ways to build credib...

In this episode, Andrew Jimenez shares the leadership strategies that helped him turn new agents into top producers . Learn how to coach effectively, build systems that scale, and create a winning sales culture. 🎯 Key Takeaways: How to coach agents for consistent performance. The systems that drive sales success. Why accountability is key to growth. 🎧 Available now on Spotify, YouTube, and more!...

In this episode, Ryan Miller shares the leadership strategies and cultural principles that helped him build a multi-million dollar agency. From embracing vulnerability to developing leaders within his team, Ryan provides a roadmap for agents and builders looking to scale their businesses while fostering a positive and empowering environment. 🎯 Topics Covered: - How to create a winning culture in...

In this episode, Dylan Crane reveals his secrets to scaling production and achieving $178K in just one month. From mastering the basics to embracing coaching, Dylan’s approach is one every agent can learn from. 🎯 Key Takeaways: Train, roleplay, and refine your skills daily. Use persistence and hard work to overcome challenges. Invest in the right tools and systems to scale production. 🎧 Availabl...

In this episode, Edward Prichett shares his blueprint for scaling an insurance agency to $50M+. Learn how to lead effectively, build scalable systems, and transition from self-employed to a true business owner. 🎯 Key Takeaways: Why conferences and networking matter. How to manage production and team building simultaneously. The systems and education needed to scale your agency. 🎧 Available now o...

In this episode, Alek Mires explains how the Support-Challenge Matrix can transform your leadership approach in sales and team-building. Learn how balancing support and challenge helps you develop leaders, overcome obstacles, and empower both agents and clients. 🎯 Key Takeaways: What is the Support-Challenge Matrix? Why support alone doesn’t work—and neither does constant challenge. How to libera...

Starting a career in insurance? The first 90 days are crucial for your success. In this episode of the How to Sell Insurance Podcast, we break down the essential habits, strategies, and mindset shifts every new agent needs to thrive.🎯 Topics Covered:Why you need a business owner mindset. Building a disciplined schedule that works. The importance of consistent lead investment. Learning through fai...

In this episode, we dive into the strategies behind a game-changing script for digital leads. Grant Lieber and the team reveal how this approach helps agents: Close faster. Reduce cancellations. Build stronger client relationships. Discover why digital leads are the future of insurance sales and how to maximize ROI on your time and investment. 🎧 Listen now on Spotify, YouTube, or your favorite po...

Holidays can feel like a challenging time to connect with clients—but they don’t have to be! In this episode, we share strategies to maximize appointments and sales during Thanksgiving, Christmas, and beyond. Learn how to overcome client excuses, leverage the power of suggestion, and even use the holidays to grow your warm market. Timestamps: 0:00 – Intro 2:10 – Have You Earned Time Off? 6:45 – Wo...

We explored how storytelling can transform your insurance sales strategy. Discover the importance of third-party stories, when to share them, and how they can drive urgency, overcome objections, and even generate referrals. Key Takeaways: - Why stories are more powerful than facts. - Tips for building your own "story library." - Examples of real -life stories that drive results. Whether you’re a s...

In this episode, the hosts welcome back leadership coach Brian Williamson to explore how coaching can be a game-changer for insurance professionals. Brian shares insights from his eclectic career, which spans the Marine Corps, nonprofit leadership, startups, consulting, and his current role as Chief Leadership Development Officer at Quility. With a PhD in organizational leadership, Brian has a pas...

In this episode, we dive into real strategies for overcoming common appointment objections. From handling the classic "I need to think about it" to getting the spouse onboard, we cover how to prepare for objections before they even arise. Whether you're new to the industry or a seasoned agent, these tips can help you close more effectively. Timestamps:0:00 – Intro1:30 – Best Time to Overcome Objec...

In this episode, Ryan and Ashton dive deep into the art of overcoming phone objections. Fresh off a record-breaking month, they share proven strategies and practical insights on how to successfully handle common objections during phone calls. This episode offers valuable tips to close more deals. Learn how to disarm prospects, build rapport, and increase your chances of setting more appointments....

In this episode, we dive into the top essential remote work hacks for insurance agents looking to improve productivity and close more deals. Plus, we throw in two bonus hacks to take your virtual sales game to the next level! Learn how to use the right platforms, build trust with clients, and maintain focus while working from home. Whether you're new to remote work or making the transition, these...

In this episode, hosts Ryan and Grant explore how selling smaller insurance policies can lead to greater value for your clients and your business. Learn strategies to position these policies effectively, build trust, and foster long-term client relationships. TIMESTAMPS: 00:00 Introduction (The unexpected value in selling smaller policies) 02:10 The Value Proposition of Smaller Policies 05:35 The...

In this episode, our hosts, Ryan Federico, Grant Leber and Ashton DelangoLunday dive deep into the art of using text messaging to close insurance sales. Discover: - Effective strategies for engaging clients through text - How to avoid getting ghosted by prospects - Tips for working with older leads - The psychological tactics that make text-based selling successful

We’re back for another season of insurance secrets, and selling tactics! This relaunch comes with a set of fresh perspectives, and winning tips and tricks to help you grow your sales. In this episode, our hosts, Ryan and Ashton come back joined by our latest addition to the party, Grant Leber, to talk all about the mindset and commitment behind a successful sale. Tune in to learn more about the im...