The Insurance Dudes: Craig Pretzinger and Jason Feltman

The Insurance Dudes©

Business EN ↓ 803 episodes

Real talk - we ran our agencies blind for YEARS. No idea what our contact rates were, our quote-rates, our close rates. We were just grinding, blaming the leads when things didn't work. Sound familiar? Here's what changed everything for us: we started tracking the right metrics: leading metrics. Simple, but game-changing. Once we could see our funnel, we 5x'd our production without working more hours. Now we help hundreds of agents do the same - track the right KPIs, optimize what's broken, and finally take control. If we can do it, so can you. This is The Insurance Dudes©.

Author

The Insurance Dudes: Craig Pretzinger and Jason Feltman

Category

Business

Podcast website

blog.theidudes.com

Latest episode

Jul 8, 2026

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Episodes

Overcoming Sales Challenges in the Insurance Industry with Jorge Carbonell PART 2 26.07.2024

Shoot 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-accoun...

Overcoming Sales Challenges in the Insurance Industry with Jorge Carbonell PART 1 24.07.2024

Shoot 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 cultu...

Matthew Murray's Unique Path in Building a Successful Insurance Agency PART 2 02.07.2024

Shoot 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...

Matthew Murray's Unique Path in Building a Successful Insurance Agency PART 1 27.06.2024

Shoot 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...

How AI is Transforming Content Creation, Marketing, and Sales PART 2 25.06.2024

Shoot 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...

How AI is Transforming Content Creation, Marketing, and Sales PART 1 20.06.2024

Shoot 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...

How You Can Spend More To Acquire Insurance Clients | Insurance Agency Playbook 11.06.2024

Shoot 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...

8 Prompt Steps for 10x Better ChatGPT Answers | Insurance Agency Playbook 06.06.2024

Shoot 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 interact...

ChatGPT Determines Your Insurance Career? 04.06.2024

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 step...

AI Takeover? Will You Be Blockbuster or Netflix? 30.05.2024

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...

Referrals Are the Gravy | Insurance Agency Playbook 21.05.2024

Shoot 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 th...

Insure Tech Specs to Avoid Wrecks | Insurance Agency Playbook 16.05.2024

Shoot 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 operati...

Crypto, Eggs, and UVP | Insurance Agency Playbook 14.05.2024

Shoot 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 c...

Scaling Your Agency with Intention and Purpose | Insurance Agency Playbook 09.05.2024

Shoot 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...

Insurance Agency Problem Hacks | Insurance Agency Playbook 25.04.2024

Shoot 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 pro...

Let’s Fire An Insurance Agent | Insurance Agency Playbook 23.04.2024

Shoot Us A Message! Discover the delicate balance of nurturing a thriving work environment while making the tough calls in our latest episode, where we venture into the art of firing with a heart. Uncomfortable as it may be, saying goodbye to a team member can be a necessary step towards preserving a robust agency culture. We walk you through the ins and outs of these challenging conversations, em...

Activate Your Active Listening Activity | Insurance Agency Playbook 18.04.2024

Shoot 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 yo...

In-And-Out Burger, That's What P&C's All About! | Insurance Agency Playbook 16.04.2024

Shoot Us A Message! The Insurance Dudes Weekly 5-Min ReadTips, Tricks, and Wizardry for Everything Your Agency TouchesSubscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery. Subscribe HereReady to Unearth the Goldmine of Internet Leads? Unlock the Alchemy of Turning Internet Leads into Gold with "I...

Sales Seduction Secrets For Insurance Mastery | Insurance Agency Playbook 09.04.2024

Shoot Us A Message! Welcome back wizards, to an episode of psychological tips and tricks for insurance sales mastery with the two best insurance wizards in the game! 🪄Grasp the importance of understanding prospects' thoughts, emotions, and communication styles to build rapport and trust beyond traditional sales scripts. Learn the best techniques like matching and mirroring, reframing objections,...

Top 5 Psychological Sales Principals | Insurance Agency Playbook 04.04.2024

Shoot Us A Message! Insurance sales principles backed by science?! That’s right! In today’s episode, our insurance gurus talk about 5 sales principles that are powered by psychology and can help you build rapport, credibility, and trust with prospects, ultimately leading to more successful sales outcomes. The duo emphasizes the importance of understanding human psychology in sales, highlighting ho...

Insurance Brass Tactics 3 Ways To Thrive | Insurance Agency Playbook 03.04.2024

Shoot 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, an...

Insurance Brass Tactics To Avoid Failure | Insurance Agency Playbook 02.04.2024

Shoot 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...

Hiring Hell In The Insurance Agency 28.03.2024

Shoot 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...

Nobel Prize Framework For Easy Insurance Sales | Insurance Agency Playbook 26.03.2024

Shoot 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...

5 Part Process To Avoid Failure WIth Insurance Sales Candidates | Insurance Agency Playbook 18.03.2024

Shoot 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%...

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