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Watch the full episode on YouTube: HERE

What’s in this episode:
What does it really take to scale an insurance agency to $38M with 30+ team members—without burning out?

In this episode, Rena Gilliam breaks down the leadership evolution required to grow, the systems that remove bottlenecks, and how to actually build a team that scales with you. From hiring mistakes to installing real leadership and leveraging AI for efficiency, this is a masterclass in building a high-performance agency.

If you’re stuck in the day-to-day, struggling to grow your team, or trying to scale without chaos—this episode shows you what has to change.

[00:00] Inside a $38M agency
[02:00] Why leadership becomes the bottleneck
[05:00] The “top producer → manager” mistake
[08:00] How to identify real leaders on your team
[10:00] The production vs leadership tradeoff
[13:00] When scaling actually gets easier
[15:00] The hire that changed everything (operations manager)
[18:00] Letting go as a leader (control vs trust)
[22:00] What the CEO role becomes at scale
[24:00] Using AI to create capacity in your agency
[27:00] Scaling managers with AI and automation
[31:00] Smarter marketing using internal data
[34:00] How to manage multiple locations effectively
[38:00] The one number every agency should track
[41:00] Final leadership advice: take care of your team

Connect with Rena Gilliam

👉 Facebook (Personal): CLICK HERE
👉 Facebook (Agency): CLICK HERE
👉 LinkedIn: CLICK HERE

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