Too many people treat insurance like a boring necessity — until it’s the only thing standing between them and disaster. They say most insurance guys sell you “coverage” — until you realize you were never really covered. On this episode of the Exit Rich Podcast, I sat down with my friend and powerhouse operator, Jimmy Loomis, COO of The Lumis Company, a third-generation family business that grew from a double-wide trailer into a 300-employee national insurance and technology firm. We dive into what it really takes to scale a legacy business, why insurance is more about operations than policies, and how getting your coverage right could be the difference between a smooth sale — or a financial nightmare.

Highlights:

Jimmy proves that the real winners don’t just sell insurance… They build protection around everything they’ve worked for. Because when the storm hits, it’s not about who’s cheapest — it’s about who’s covered.

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Podcast

Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846

Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP?si=f44f4d095aa64406&nd=1&dlsi=98967f24de074a6a

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