The Modern Insurance Agent

Send us Fan Mail Most insurance marketing advice sounds great… until real life shows up. In this episode of The Modern Insurance Agent Podcast, we sit down with Kelly Spies, a scratch agency owner who built her business from zero clients and zero capital while navigating injuries, lawsuits, COVID shutdowns, hard markets, and extended recovery seasons. Instead of forcing hustle through exhaustion o...

Send us Fan Mail If you’re an insurance agent who knows social media matters… but freezes the second you try to post this episode is your reset. In this episode of The Modern Insurance Agent Podcast, David and Elle Denning break down why posting feels so intimidating (and why it’s not a personality flaw), plus the exact mindset shifts and simple weekly plan that builds confidence through reps not...

Send us Fan Mail What does it really take to scale a P&C insurance agency past $1,000,000 per month in premium and keep it there? In this episode of The Modern Insurance Agent Podcast, we sit down with Vlad Cherchenko, a Farmers Insurance agency owner based in Dallas who has produced $1M+ per month for 12 consecutive months, with recent months reaching $1.5M in P&C premium. This isn’t theo...

Send us Fan Mail What actually happens after a client enrolls in Medicare? Most insurance agents never find out. And that gap is quietly hurting senior outcomes. In this episode of The Modern Insurance Agent Podcast, we sit down with Katherine Case of Aviator Health, a Medicare-funded healthcare navigation program designed to support seniors after enrollment—where the real challenges begin. This i...

Send us Fan Mail Some insurance agents never ask for referrals… and referrals still chase them down. So what are they doing differently? In this episode of The Modern Insurance Agent Podcast, David Denning and Elle Denning break down the Referral Superpower and why referrals don’t come from asking, scripts, or awkward follow-ups. They come from positioning. You’ll learn how top producers become th...

Send us Fan Mail Most insurance agencies don’t have a talent problem. They have a systems problem. In this episode of The Modern Insurance Agent Podcast, we sit down with Andy Arter, National Sales Director at Team Hired, to unpack what actually drives predictable growth inside an insurance agency. Andy has worked with 6,000+ insurance agencies nationwide, helping owners solve the two biggest bott...

Send us Fan Mail Most insurance agents lead with products. The fastest-growing ones are leading with estate planning. In this episode of The Modern Insurance Agent Podcast, we sit down with David Hadley, founder of Bulletproof Legacy Financial, to break down the estate-planning-first strategy that’s quietly changing how agents win trust and scale inside saturated insurance markets. David built his...

Send us Fan Mail What if recruiting didn’t feel chaotic, exhausting, or completely dependent on you? In this episode of The Modern Insurance Agent Podcast, we sit down with Ryan Federico, founder of AutoMentor, who has helped deliver over 1 million insurance agent candidates per year and personally built a $10M+ production agency while still producing at a high level himself. Ryan breaks down how...

Send us Fan Mail Artificial intelligence is everywhere in insurance right now. But most agents are still asking the same question: How do you actually use AI without losing trust, authenticity, or compliance? In this episode of The Modern Insurance Agent Podcast, we sit down with Craig Bender one of the most respected emerging leaders in the insurance industry to cut through the noise and talk abo...

Send us Fan Mail While the insurance industry races toward digital funnels, automation, and AI… in-person annuity education is quietly outperforming everything else. In this episode of The Modern Insurance Agent Podcast, we sit down with Roy Snarr, founder of AnnuityProducers.com and creator of the only national annuity-focused conference in the country. Roy has spent decades helping agents grow t...

Send us Fan Mail Are you posting consistently, buying leads, running ads, going to trainings… and somehow your insurance business still feels stuck? You’re not lazy. You’re not behind. Your marketing is just upside down. In this episode of The Modern Insurance Agent Podcast, David and Elle Denning break down The Upside Down of Insurance Marketing that frustrating place where agents are doing all t...

Send us Fan Mail Most final expense agents are working harder than ever… and still falling behind. Low comp. Inconsistent lead flow. Outdated recruiting models. Zero real systems. So what actually works now? In this episode of The Modern Insurance Agent Podcast, we sit down with Douglas Massi, a veteran final expense agency owner and trainer who went from broke, in debt, and grinding alone to buil...

Send us Fan Mail Most families are doing everything they were told to do… save diligently, invest consistently, avoid risk and yet financial stress, confusion, and insecurity keep growing. So what’s broken? In this episode of The Modern Insurance Agent Podcast, we sit down with Rebecca Irey, Founder & CEO of Blue Skye Financial, to unpack why traditional financial advice is failing modern fami...

Send us Fan Mail If your 2026 marketing plan still includes “smiling and dialing,” it’s time for a major shift. On this episode of The Modern Insurance Agent Podcast, David & Elle Denning reveal the modern marketing playbook for agents who want better leads, higher-quality conversations, and less burnout without chasing people who were never a fit. We break down the 4-step framework that’s pro...

Send us Fan Mail Instant issue insurance is no longer a “nice to have.” It’s the new expectation. In this episode of The Modern Insurance Agent Podcast, we sit down with Jeremiah Tacker, Regional Vice President at Transamerica, to unpack how carriers are simplifying underwriting, accelerating applications, and helping agents place more business with less friction. Jeremiah brings a rare, full-spec...

Send us Fan Mail What happens when transparency, AI, and consumer advocacy collide with annuities? In this episode of The Modern Insurance Agent Podcast, we sit down with Jeremiah Konger, Founder & CEO of Annuity Association and co-host of the I Love Annuities Podcast. Jeremiah is one of the fastest-rising voices in the annuity space and for good reason. His company ranked #294 on the Inc. 500...

Send us Fan Mail What does it really take to build a massive team without gimmicks, pressure tactics, or burnout? In this episode of The Modern Insurance Agent Podcast, we sit down with Brian Carruthers, one of the most respected team builders and leadership trainers in the world. Brian built a 400,000+ person organization across multiple countries, authored bestselling books on recruiting and min...

Send us Fan Mail The Meta lead market is breaking and most final expense agents aren’t ready for what comes next. In an industry flooded with noise, guru marketing, and inflated promises, this episode of The Modern Insurance Agent Podcast cuts straight to reality. We sit down with Brandon Novick, a behind-the-scenes operator who quietly built one of the most effective in-house final expense telesa...

Send us Fan Mail Single women are one of the most underserved and most misunderstood groups in financial planning and insurance today. And the cost isn’t just financial, it’s clarity, confidence, and long-term security. In this episode of The Modern Insurance Agent Podcast, we sit down with Lisa Clements, former corporate HR executive at Accenture and Meta, turned financial advisor and investment...

Send us Fan Mail AI is everywhere right now… but most conversations are hype not help. In this episode of The Modern Insurance Agent Podcast, we sit down with Jason Long, a 25+ year operator, private equity veteran, and AI systems architect who has been building automation-driven businesses long before AI became a buzzword. Jason has built, scaled, and turned around multiple digital-first companie...

Send us Fan Mail If your calls go unanswered, texts get ignored, and DMs feel like they disappear… 👉 it’s probably not your leads. In this episode of the Modern Insurance Agent Podcast, David & Elle Denning reveal the real reason most insurance agents are struggling to reach prospects right now: A trust gap. You’ll learn the “Trust Before Talk” model how to build familiarity before you ever d...

Send us Fan Mail Business owners are one of the most profitable and most misunderstood markets in insurance and finance today. And most agents are leaving massive opportunity on the table without realizing it. In this episode of The Modern Insurance Agent Podcast, we sit down with Tariq “Sonny” Azam, business finance strategist, advanced markets expert, and creator of the Acquire • Grow • Exit™ fr...

Send us Fan Mail The Medicare market is tightening and agents who rely on yesterday’s strategies are already feeling the squeeze. In this episode of The Modern Insurance Agent Podcast, we sit down with Casey Ahlbum, Medicare specialist and second-generation agency leader, to unpack why Medigap is quietly becoming one of the smartest, most stable plays for Medicare agents in 2025 and beyond. After...

Send us Fan Mail Ever had a client switch agents out of nowhere… even though everything seemed solid? It wasn’t random and it wasn’t the pricing. In this episode of The Modern Insurance Agent Podcast, David & Elle Denning pull back the curtain on the silent churn problem affecting agents nationwide. Competitors aren’t stealing your clients with better offers… they’re slipping in through small...

Send us Fan Mail Fleet safety is undergoing a massive shift and it’s not about adding more alerts, more data, or more complicated tech. In this episode of The Modern Insurance Agent Podcast, we sit down with John Weldon, President of SureCam, to break down why the industry’s “more is better” mindset is creating false confidence, distracted drivers, and higher liability. With over 20 years in telem...