How To Sell Insurance

Let’s be real — in 2024, if someone can’t find you online, they won’t trust you.In this episode, Ryan, Grant, and Ashton get real about what your social media, Google results, and personal brand say about you — and why every insurance agent needs to get serious about looking credible online.They break down:✅ What your Facebook and LinkedIn pages should actually show✅ Why clients and agents Google you before they trust you✅ How to clean up your profile without losing your personality✅ The reviews, links, and landing pages that build instant credibility✅ The easiest way to build your brand — even if you're not techy🎧 Whether you’re looking to land more appointments or attract your next rockstar recruit — this episode gives you the exact playbook.Timestamps00:00 – Intro02:10 – Why your online presence matters06:25 – What NOT to post on social media10:00 – How to build credibility online14:40 – Tools and links that make you look professional21:00 – Final tips on branding and recruiting

You built rapport. Now what?This is where most agents get stuck — transitioning from small talk to the real convo without making it weird.In this episode, the guys break down the 4 transitions that matter most in every sales call:👉 From rapport to the reason you’re there👉 From conversation to pricing👉 From numbers to close👉 From “here’s the offer” to “let’s get it done”⏱️ Timestamps:00:00 – Intro03:00 – From rapport to the sales convo08:10 – Pivoting into price14:30 – Presenting numbers20:25 – Moving into the close28:45 – Final thoughtsSimple shifts that keep you in control — and get the app.🎧 Listen now. Master this, and your close rate changes fast.

Everyone remembers their first day in the field… but not everyone survives that first year.

In this episode, Grant, Ashton, and Ryan look back at the mistakes, missed opportunities, and key habits that helped them survive (and scale) during their rookie year in insurance sales.

This one’s for new agents — or seasoned agents who need a reset.

You’ll learn:
✅ What they wish they had done sooner (and what they regret doing at all)
✅ How to cut your learning curve in half with one habit
✅ Why activity beats skill when you’re just getting started
✅ How to actually use your mentor's time — and get better results from it
✅ How to stay in the game long enough to win

🎧 Listen now — and start building a career you won’t have to recover from.

Everyone wants work-life balance — especially in insurance. But what does it actually take to get there?

In this episode, Ryan, Grant, and Ashton break down the truth behind what “balance” looks like at different stages in your insurance career — from brand-new agent to full-time builder.

They cover:

✅ Why the balance you want starts with intentional imbalance
✅ How to structure your day, your team, and your systems for long-term freedom
✅ The real mindset shift that separates struggling agents from scaling leaders
✅ What “seasons” of hustle look like — and how long they should last
✅ How to define work-life balance on your own terms

Whether you’re producing, building, or trying to do both — this episode will help you finally stop spinning and start building a career that works with your life (not against it).

🎧 Listen now — and let’s talk about how to build income, control your time, and actually enjoy your life.

Let’s talk about the part of agency growth most leaders don’t plan for: conflict, coaching, and chaos.In this episode, Ryan and Grant dive deep into the real mindset and tools required to lead a growing team — from navigating difficult personalities, to knowing when to bring challenge, and how to avoid micromanaging yourself into burnout.They cover:🔥 Handling Conflict as a Leader

🧠 Coaching With Support & Challenge

💼 Time, ROI, and Staying Profitable

Timestamps:

00:00 – Why conflict is part of leadership

03:00 – Getting sucked into drama vs. leading through it

06:00 – Emotional immaturity and the source of most issues

08:00 – When to step in vs. when to step back

11:30 – The Support-Challenge Matrix explained

13:30 – Coaching vs. coddling: finding the middle ground

17:00 – Domination vs. Liberation leadership styles

20:30 – How to hold people accountable to their goals

26:00 – The $200/hour rule: who deserves your time?

28:30 – Why many agency owners are “broke with a team”

30:00 – ROI conversations vs. wasted management

34:00 – Using the productivity pyramid to stay focusedWhether you’re just building your first downline or managing a full agency, this episode gives you real, raw leadership tools that’ll keep your business (and your sanity) intact.🎧 Listen now — and learn how to coach agents with accountability, empathy, and ROI in mind.

Whether it's an appointment setter, or a new agent, we broke down the qualifications, and character that we look for all in this brand spanking new episode.

What separates a 3-app day from a 7-app day? Structure, professionalism, and confidence.In this episode, our guests Josh Manzano, and Chris Clark, break down exactly how top producers run appointments that convert. From building trust in the first 7 seconds to overcoming the most common new agent pitfalls, this episode is a masterclass in running clean, repeatable systems that lead to consistent sales.Timestamps:00:00 – Why “Here’s my license” is the wrong opener01:32 – How Josh & Chris open a high-trust appointment05:15 – Why most new agents practice on clients (and lose sales)09:00 – Building credibility through structure11:10 – The “Curiosity, Care, Candor” framework13:45 – What to say to set a clear agenda16:30 – What advanced agents look for during a fact-finder18:40 – The death of ego: stop trying to sell like a leaderboard monster21:15 – Why agents lose sales by over-explaining25:05 – How to involve the spouse (the real decision-maker)27:30 – Silence is a closing tool: The illusion of control🔗 📘 The 5 Voices by Jeremie Kubicek & Steve Cockram - https://www.amazon.com/Voices-Communicate-Effectively-Everyone-Lead/dp/1119111099Our Facebook: https://www.facebook.com/profile.php?id=100077592465120Our Insta: https://www.instagram.com/howtosellinsurancepod/

Let's talk about something many agents struggle with but don't talk about — financial struggle. Maybe you're still struggling financially but not necessarily because you're bad at selling, but because you don’t know how to manage your income.

In this episode, we break down exactly how to stop living paycheck to paycheck, structure your finances like a real business, and build long-term wealth in the industry.

⏳ Timestamps:

00:00 - Intro: Why most agents struggle financially

03:12 - The biggest money mistake agents make

07:45 - Treating commissions like business revenue

12:30 - The 3-account system for managing income

18:10 - How much to reinvest vs. pay yourself

22:45 - The difference between top earners and struggling agents

28:30 - Smart ways to spend your commissions

35:00 - The secret to building long-term financial stability

🔔 Subscribe for more tips on sales, branding, and financial growth!

LINKS

Profit First Book

Irregular Income Budgeting PDF

Our Facebook

Your online presence matters more than ever!

Whether you're selling insurance or growing an agency, branding yourself properly can make or break your success.

In this episode, we cover:

✅ Why clients and agents Google you before working with you

✅ How to make your social media work FOR you, not against you

✅ The biggest branding mistakes that drive people away

✅ Easy, free ways to build credibility and trust online

If you're serious about growing your business, this episode is a must-listen!

🎧 TIMESTAMPS:

0:00 – Why Branding Matters in Insurance Sales

2:10 – Are Clients Looking You Up? (YES!)

5:45 – The Importance of a Professional Online Presence

9:30 – Social Media Mistakes That Repel Clients and Agents

13:15 – How to Use Google My Business for Instant Credibility

16:45 – Why You Need Online Reviews (and How to Get Them)

20:30 – Building a Personal Brand That Attracts Success

24:10 – How to Recruit Agents Through Branding

27:30 – Taking Action

🎧 Available now on YouTube, and all major platforms!

LINKS

Check out Advisor Verified ⁠here⁠.

Check out Jumpstart Go ⁠here⁠

Our ⁠Facebook⁠ Our Insta

In this episode, Andrew Jimenez shares the leadership strategies that helped him turn new agents into top producers. Learn how to coach effectively, build systems that scale, and create a winning sales culture.

🎯 Key Takeaways:

• How to coach agents for consistent performance.
• The systems that drive sales success.
• Why accountability is key to growth.

🎧 Available now on Spotify, YouTube, and more!

📌 TIMESTAMPS:
00:00 Introduction
02:15 Andrew’s Journey in Sales
05:30 How to Coach New Agents Effectively
08:20 The Systems Behind Scaling Production
12:00 Biggest Mistakes Leaders Make with New Agents
15:45 Creating a Winning Sales Culture
19:10 The Power of Accountability in Sales

LINKSFollow Andrew hereOur FacebookOur Insta