The Insurance Dudes: Craig Pretzinger and Jason Feltman
The Insurance Dudes©
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
Podcast website
Latest episode
Jul 8, 2026
Where to listen?
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Episodes
Dr. Nicole Price's Priceless Noteworthy Voyage PART 2 06.09.2023 28:57
Shoot Us A Message! Welcome back to another episode of the playbook with the Insurance Dudes! Today we delve into the often underestimated but transformative power of empathy in the insurance sector, featuring the remarkable journey of Dr. Nicole Price, a renowned expert on empathy, as she shares her evolution from an engineering background to becoming an empathetic leader and advocate. Dr. Price'...
Dr. Nicole Price's Priceless Noteworthy Voyage PART 1 04.09.2023 25:19
Shoot Us A Message! Welcome back to another episode of the playbook with the Insurance Dudes! Today we delve into the often underestimated but transformative power of empathy in the insurance sector, featuring the remarkable journey of Dr. Nicole Price, a renowned expert on empathy, as she shares her evolution from an engineering background to becoming an empathetic leader and advocate. Dr. Price'...
Marketing on a Budget Cost-Effective Strategy | Insurance Agency Playbook 30.08.2023 7:06
Shoot Us A Message! Get ready to learn marketing on a budget with the insurance dudes! In this episode of the playbook, Jason discusses cost-effective strategies for Insurance domination with an emphasis on consistent lead buying, enhanced conversions, effective follow-ups, maximizing policy sales, and boosting client retention. Jason addresses the notion of consistently buying leads and the impor...
The Psychology of Sales How to Persuade and Influence Customers | Insurance Agency Playbook 28.08.2023 6:00
Shoot Us A Message! Clients! That’s what you have to call them, they aren’t customers, they’re clients! Tune into this very insightful episode of the playbook! Today Jason Feltman discusses the effective sales strategies tailored for the insurance sector specifically. Advocating for establishing genuine connections with clients, Jason stresses the necessity of understanding your clients before lau...
Customer Retention Strategies to Keep Your Clients Happy and Loyal | Insurance Agency Playbook 23.08.2023 4:44
Shoot Us A Message! Tune into another captivating episode of the playbook, this time, Jason Feltman takes a peek into the world of customer retention strategies! Jason unveils the secrets to maximizing client loyalty and keeping your agency thriving, with emphasis on the value of genuinely caring about clients and forming meaningful connections by taking note of personal details and interests. Jas...
7 Mistakes Insurance Agents Should Avoid to Maximize Sales | Insurance Agency Playbook 21.08.2023 5:36
Shoot Us A Message! Tune in for another info-filled episode of the playbook and learn how you can avoid these 7 mistakes and maximize sales at your agency. This time Jason talks about 7 key elements agencies miss out on, whether it is the missing piece in hiring the right agent or not coaching your team accountability, he covers it all! Learn the significance of connecting insurance solutions with...
Processes for Drama Free P&C | Insurance Agency Playbook 16.08.2023 17:07
Shoot Us A Message! Welcome to another episode of the playbook, this time Craig discusses the fourth pillar of the ever-so-important 5 Ps, the processes! And how their implementation can create a significant and solid foundation for your agency to support a high-powered offense and achieve success in the insurance industry. Defined as the way things are done in a business to improve organization a...
P&C People: Insurance Recruiting, Hiring, Training and Firing | Insurance Agency Playbook 14.08.2023 16:10
Shoot Us A Message! Join in for the latest episode of the playbook, today Craig Pretzinger talks about the crucial aspect of running a successful agency, The People! Learn the strategies that can lead to heightened employee retention and a positively cultivated company culture. Uncover the significance of employing structured interviewing techniques that accurately assess candidates' alignment wit...
Agency Principles For P&C Growth | Insurance Agency Playbook 09.08.2023 13:18
Shoot Us A Message! In this episode of "The Insurance Dudes" playbook, Craig delves into the significance of principles for your insurance agency. Principles, also known as core values, serve as guiding lights that must be strictly adhered to for your agency to thrive. Craig emphasizes the importance of living these principles and making decisions based on them, rather than solely focusing on indi...
Why Your P&C Agency MUST have Purpose | Insurance Agency Playbook 07.08.2023 10:47
Shoot Us A Message! Join us as Craig Pretzinger discusses the first "P" in his framework for agency success - Purpose! Craig emphasizes the importance of having a clear purpose, which is the reason why the agency exists and the unique value it brings to its clients. Purpose acts as the guiding light for decision-making and culture-building within the agency. The host also touches on the impact of...
Agency Owner Ego Check | Insurance Agency Playbook 02.08.2023 16:53
Shoot Us A Message! Welcome to the Agency Playbook, In this episode, we focus on the critical topic of ego and its role as the primary obstacle hindering agents from effectively implementing the five Ps. Ego, fueled by a "my way or the highway" mentality, significantly hampers growth and performance in agencies. It operates as a protective mechanism, keeping us in our comfort zones, fearful of fai...
Agency Growth Framework P&C Agents MUST Know | Insurance Agency Playbook 31.07.2023 18:11
Shoot Us A Message! Welcome to another episode of the playbook! In this episode, Craig Pretzinger dives deep into the framework of a successful agency with the 5 Ps! Purpose, being the reason why the agency exists, principles act as guiding lights, ensuring ethical behavior and aligning with the agency's purpose. Next is people and then processes followed by the last P which is performance. Craig...
Agency Freedom Model 2023 | Insurance Agency Playbook 26.07.2023 10:53
Shoot Us A Message! Craig Pretzinger is back with another insightful episode! This time he discusses the concept of achieving agency freedom and emphasizes the need for agency owners to build a successful and self-sustaining agency. He delves into the changing insurance landscape, explaining why the old ways of agency freedom no longer work. Craig also talks about the importance of focusing on gro...
P&C Insurance Sales Script Overcoming Objections PART 8 | Insurance Agency Playbook 24.07.2023 16:01
Shoot Us A Message! In the final episode of his detailed 8-part series of P&C insurance sales script, Jason discusses the effective ways to handle objections, as they occur in about 90% of the sales calls. Jason suggests getting your sales team involved in the process by having them contribute to the objection list and discussing how they would handle each objection. He also stresses the impor...
The P&C Insurance Sales Script Proposal That Sells PART 7 | Insurance Agency Playbook 19.07.2023 10:52
Shoot Us A Message! Welcome back to The winning P&C Insurance sales Script! In this episode, Jason Focuses on building “the connection” and emphasizes establishing a genuine bond with potential clients for sales success. He covers a lot of ground by discussing how to move beyond taking orders and actually doing something that is more than collecting data. Jason talks about how important utiliz...
The Winning P&C Insurance Sales Script The Connection PART 6 | Insurance Agency Playbook 17.07.2023 6:07
Shoot Us A Message! Join us for another episode of the Insurance Playbook, where Jason Feltman shares the "What How Story Tie Down" method to effectively explain coverages to clients. By simplifying complex terms and providing relatable scenarios, agents can engage prospects and elicit their active participation. Building a persuasive close and confidently asking for the sale are key elements to e...
The 4 Parts Of A Winning P&C Insurance Sales Script Opener PART 5 | Insurance Agency Playbook 12.07.2023 10:57
Shoot Us A Message! 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, Mar...
How To Create A Winning P&C Insurance Sales Team PART 4 | Insurance Agency Playbook 10.07.2023 7:21
Shoot Us A Message! 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, Mar...
How To Track P&C Insurance Leads PART 3 | Insurance Agency Playbook 05.07.2023 13:34
Shoot Us A Message! Welcome back to another exciting episode of "Insurance Mastery"!In Part 3 of the series "How to Track P&C Insurance Leads," dive deep into the essential track sheet that every agent needs. In a competitive industry like insurance, it's crucial to find ways to stand out from the crowd. Explore how you can differentiate yourself from other agencies and create a unique selling...
How To Track A P&C Insurance Sales Agent PART 2 | Insurance Agency Playbook 03.07.2023 11:38
Shoot Us A Message! In this engaging episode, Jason Feltman dives into the topic of tracking sales agents in the competitive world of insurance sales. Highlighting the importance of tracking key metrics and implementing effective processes, Jason provides insights on how to maximize productivity and achieve consistent results. From the agent scorecard to the agent quote sheet, he shares valuable s...
How To Sell P&C Insurance And Get Best In Company PART 1 | Insurance Agency Playbook 28.06.2023 13:52
Shoot Us A Message! Join insurance sales expert Jason Feltman as he shares his proven strategies for selling Property and Casualty (P&C) Insurance in this engaging episode. Drawing from his experience in turning around a failing agency, Jason reveals the key challenges faced in sales and emphasizes the importance of providing exceptional value to customers. Jason takes you deep into the mechan...
Agency Owner Payoff vs Payout | Insurance Agency Playbook 26.06.2023 9:05
Shoot Us A Message! Join Jason Feltman as he discusses the crucial concept of payoff vs. payout and its impact on the success of your insurance agency! Whether purchasing an agency or building it from scratch, there is a significant investment of money and effort involved, and the subscription model in insurance, with recurring revenue and additional commission checks from renewals, plays a pivota...
Traits You Control That Will Make You A Better Leader | Insurance Agency Playbook 21.06.2023 7:27
Shoot Us A Message! Welcome to our latest podcast episode, where we dive into the key traits insurance agency owners can develop to become exceptional leaders. As an insurance agency owner, your leadership skills are vital for your team's success and the growth of your business. Unlock your leadership superpowers with these six game-changing traits that will transform you into a rockstar insurance...
What's Your Agency's Point? | Insurance Agency Playbook 19.06.2023 13:17
Shoot Us A Message! Are you tired of working long hours as an insurance agent, only to find that your hourly rate doesn't match the effort you're putting in? Join Craig Pretzinger to learn more about the intriguing "P&C Agents Paradox."In this episode, Craig challenges the mindset of valuing endless hustle and encourages the shift toward strategic and long-term growth! If you're ready to break...
Surety Bonds and AI: Insider Insights Revealed with Jackson Cromer PART 2 14.06.2023 22:12
Shoot Us A Message! Welcome to another episode of the “Insurance Dudes Podcast.”Join us as we learn to navigate the fascinating world of surety bonds and the game-changing potential of artificial intelligence (AI) with Jordan Cromer. We explore the intersection of AI and insurance as Jackson shares his insights on content curation, integrating AI-driven interfaces, and leveraging Chat GPT for stre...
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