Insurance Agency Success

By Eddie Price

Welcome to the Insurance Agency Success Podcast — the go-to show for independent insurance agency owners who want to grow their business, streamline operations, and create a business they actually enj... more

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FAQs about Insurance Agency Success:

How many episodes does Insurance Agency Success have?

The podcast currently has 13 episodes available.

Insurance Agency Success episodes:

February 05, 2026Why Relationship-Driven Insurance Agencies Grow Faster Than Price-Focused Ones | EP 12
Insurance agency growth, customer retention, agency culture, and relationship-driven sales are at the heart of this episode of Insurance Agency Success. Eddie Price sits down with Chris Helms to unpack how long-term success in insurance isn’t built on discounts or shortcuts—but on trust, empathy, consistency, and honest service. From door-to-door beginnings to leading a thriving independent agency, Chris shares what actually creates loyal clients, stable teams, and sustainable profitability in today’s challenging market.
How People-First Agencies Create Loyalty, Referrals, and Stability
In this conversation, Eddie and Chris break down what it really looks like to build an insurance agency that people stay with—for years, and even generations. The focus isn’t flashy tactics. It’s doing the fundamentals well, consistently, and with intention.
You’ll hear practical insights on how to:
Create memorable customer experiences that lead to long-term retention
Use simple personal touches to stand out in a crowded market
Build a team culture that supports both growth and stability
Invest in marketing and reputation without chasing quick wins
This episode is especially valuable for agency owners who want growth that lasts, not growth that burns out their team or erodes trust.
When Relationship-Driven Service Fuels Insurance Agency Growth
(00:04:33) Going Independent for More Policy Opportunities for Customers
(00:12:27) Driving Value Through Personal Touch and Treating Everyone with Respect
(00:14:13) New Business and Retention with Marketing and Responsiveness
(00:17:12) Establishing a Messaging “Tone” Across All Communications
(00:22:05) Two Steps to Establish Trust by Simply Being There and Caring Deeply
(00:25:13) When Real People Answer the Phones and Manage Calls
(00:28:25) Creating Unexpected Experiences at Customer Touch Points
(00:42:09) Prioritizing Marketing Starting with Google Reviews and SEO
Action Steps Insurance Agency Owners Can Take Now
5 moves you can make this week or this month:
Audit your customer experience at key touchpoints
Call your own agency as a prospect. Time how quickly the phone is answered and evaluate the tone. Decide one specific improvement to implement immediately.
Add one personal touch to your retention strategy
This month, choose one repeatable action—birthday messages, handwritten notes, or follow-ups after policy changes—and systemize it for every client.
Refocus hiring around culture and trust
Before your next hire, write down the values and behaviors that matter most in your agency. Hire for alignment first, then train for skill.
Commit to visible digital credibility
Ask five happy clients for Google reviews this month. Make it simple. This is one of the fastest ways to improve trust and discoverability.
Lead your team with empathy, not just metrics
Schedule regular check-ins that aren’t performance-based. Retention improves when people feel seen as humans, not just producers.
Final Thoughts on Sustainable Agency Growth
This episode is a reminder that the strongest insurance agencies are built slowly, deliberately, and with people at the center. Growth comes from showing up consistently, investing in relationships, and doing the right thing—even when it’s harder or takes longer. When you combine genuine service, thoughtful hiring, and steady marketing investment, you create an agency that clients trust, employees stay with, and communities remember.
If you’re aiming to grow your business without sacrificing culture or integrity, this conversation will give you a clear path forward.
Connect with Eddie Price and Jenesis Software:
LinkedIn: https://www.linkedin.com/in/eddierprice/
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753
Agency Management Software: https://www.jenesissoftware.com/
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/
YouTube: https://www.youtube.com/@JenesisSoftware

Connect with Chris Helms and Curtis Helms Insurance Agency:
Facebook: https://www.facebook.com/helmsinsurance/
Curtis Helms Insurance: https://curtishelmsinsurance.com/
Email Chris: [email protected]
...more
57min
January 15, 2026Transform Your Agency’s Culture with Chaplain Services as Part of Your Care Team | EP 11
Employee care isn’t a “nice to have.” It’s one of the smartest growth decisions an insurance agency owner can make.
In this episode, I sit down with our corporate chaplain to talk about how intentional employee support transforms agency culture, strengthens team retention, and directly impacts business profitability. At Jenesis, investing in people has never been separate from growing the business—and this conversation explains why.
"If you go somewhere and you actually feel like somebody cares about me, like I'm not just a number, like I'm a name and I'm a face and they know me personally and they know about my life and my family, and it's so rare that it actually becomes this huge, attractive thing for your company to be that." - Jayme Himmelwright
Whether you run a three-person shop or manage a fully remote team, creating a people-first agency changes how employees show up, how long they stay, and how connected they feel to your mission.
Increasing Agency Happiness and Profits with Employee Support Strategies
(00:03:46) What Taking Care of Your Employees Means
(00:09:52) How a Corporate Chaplain Provides Safe Support
(00:11:10) Accessing Support and Someone Who Listens
(00:19:32) Opening Meetings with Prayer
(00:22:38) Faith Transforms a Troubled Life
(00:27:21) What it Takes to Become a Corporate Chaplain
(00:31:26) Caring Rooted in Generosity
(00:34:50) Most Requested Book Giveaway
(00:36:42) Valuing Employees Builds Loyalty
(00:39:45) Year-End Appreciation and Planning
Caring for Employees: The Hidden Key to Scaling Your Insurance Agency
This episode is for agency owners who want to grow their business without burning out their people—and who understand that caring well is smart leadership. Here are some action steps you can take right away to initiate a more supportive agency culture:
Audit how supported your team actually feels.
This week, ask one simple question in a 1:1 or anonymous survey: “If something personal or stressful came up, would you know where to go for support?” The answer will tell you more than any engagement score.
Explore outside care support instead of carrying it all yourself.
This month, research corporate chaplain or care coach services that support small teams. Many programs are affordable, scalable, and designed for agencies with fewer than 10 employees.
Create a consistent care touchpoint.
Choose one rhythm you can maintain—monthly check-ins, optional office hours, or quarterly team care conversations. Consistency matters more than frequency.
Make employee care visible, not assumed.
Update your internal handbook, onboarding process, or team Slack with clear language about available support resources so employees know help exists before they need it.
Tie retention to care, not compensation.
Look at the last person who left your agency. Ask yourself honestly: Did they feel valued, heard, and supported? Use that insight to shape your hiring and leadership strategy going forward.
Decide what kind of agency you want to be known for.
This month, define one sentence that describes your culture (ex: “We are a people-first agency that supports our team through work and life”). Let that sentence guide decisions moving forward.
Agencies don’t need to be large to have a care team or a corporate chaplain. Teams of three or four people often see just as much impact as larger organizations. When employees know someone genuinely cares, it changes everything—from culture to performance to loyalty.
Connect with Eddie Price and Jenesis Software:
LinkedIn: https://www.linkedin.com/in/eddierprice/
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753
Agency Management Software: https://www.jenesissoftware.com/
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/
YouTube: https://www.youtube.com/@JenesisSoftware
Connect with Jayme Himmelwright:
Learn more about the Care Team at Jenesis: https://www.jenesissoftware.com/care-program/
Corporate Chaplains of America: https://chaplain.org/
...more
44min
January 01, 2026Niche Markets and Community Engagement: Keys to Scaling Your Insurance Agency | EP 10
Building an insurance agency from the ground up is a journey marked by continuous learning, adaptability, and prioritizing authentic relationships within both the agency and the wider community. Jarette Sampson of Dial Insurance in North Carolina shares his path from starting as a newcomer to becoming a highly respected agency with enduring staff and a reputation for expertise.
He shared strategies that worked for him such as immersing himself in collaboration, learning from experienced professionals, and being open to sharing knowledge, all of which contributed to his long-term growth. Jarette credits much of his success to finding and establishing a niche and maintaining a diversified approach, which has allowed him to serve broader markets while mastering specialized segments.
AI, Technology, and Relationships: The Modern Insurance Agency Roadmap
Agency growth is accelerated by a people-first mindset that values team longevity, active community involvement, and continual skill development, rather than chasing fast results. Jarette’s advice for hiring great team members is to prioritize cultural fit and goal orientation rather than direct industry experience. Supporting new team members with a library of training videos is equally important – Listen in to hear how Dial’s training library is structured (so you can do this for your team!).
Prioritizing client needs, being genuinely helpful, and staying visible within the market builds a reputation that attracts referrals—even from other agencies. AI is on everyone’s mind lately, so researching AI tools and implementing solutions one department at a time, is one strategy to stay efficient and competitive.
From Solo Agent to Aggregator: Real Strategies from 19+ Years of Experience
(00:08:15) Technology's Impact on Daily Life
(00:13:05) National Marketing Campaign Recognition
(00:16:33) Making Industry Secrets Not So Secret
(00:26:47) Make Everyday Count
(00:37:06) Decisive Endings and Hiring Tips
(00:38:51) Quarterly AI Adoption Strategy
(00:44:30) Becoming the Go-To Expert
(00:48:52) Experienced Team, Exceptional Service
5 Key Takeaways for Insurance Agency Owners from this Episode:
Build genuine connections within your community and industry. Becoming “the go-to” in your market means being active, helpful, and consistently visible. Attend local events, serve on community boards, and always help others—even competitors—when you can.

Focus on finding team members who are goal-oriented, eager to learn, and share your vision for growth, rather than just hiring for insurance experience. Long-term team success comes from investing in the right people and supporting their growth over time.

Carving out a niche, such as public sector or specialized commercial lines, sets your agency apart and can attract carrier partnerships and recognition (e.g., Jarette Sampson’s work with Travelers). Identify and pursue specialized markets where you can demonstrate unique value.

Use new tools like AI chatbots and automated services to streamline operations but stay focused on people-first service. Explore technology in a way that supports your agency’s goals, and don’t be afraid to let others lead the way before you commit to major tech changes.

If scaling your agency or accessing better markets is a goal, consider joining or building an aggregator with like-minded peers. Jarette Sampson discussed the value of collaborating with other agencies to write large, complex accounts and grow together as a group.
Connect with Eddie Price and Jenesis Software:
LinkedIn: https://www.linkedin.com/in/eddierprice/
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753
Agency Management Software: https://www.jenesissoftware.com/
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/
YouTube: https://www.youtube.com/@JenesisSoftware

Connect with Jarette Sampson and Dial Insurance (NC):
LinkedIn: https://www.linkedin.com/in/jarette-sampson-62027238/
Dial Insurance Services: https://dialinsurancenc.com/
Email Jarette: [email protected]
...more
54min
December 18, 2025Staff Training, Retention Tips, and Expansion Strategies to Grow a Multi-Location Agency | EP 9
Starting with a single insurance agency and expanding to seven locations and 21 team members, Lee Pridgeon of AllCare Insurance emphasizes the importance of meeting staff where they are, offering flexibility, and putting team member success at the center of the business model.
She shares how acquisitions helped her grow faster, which metrics she tracks to ensure healthy growth, and what she and her team did to streamline training for new hires.
“We record our training. And so when someone says, oh, I don't recall that, or I didn't hear it, we're like, go back to this training video. You can see, you can rehear it and it helps them to get back." - Lee Ann Pridgeon
Hiring and retaining talent is her biggest challenge now. Her strategy? Meet people where they are. Accept not everyone will reach the same level, but support and develop staff within their abilities, while still encouraging growth.
How All Care Insurance Built a Thriving Team and Seven Locations with People-First Strategies
(00:03:59) Post-COVID Workplace Reinvention
(00:06:53) Leadership Through Staff Success
(00:13:56) Systematize and Act Now
(00:19:34) Workplace Commitment Concerns
(00:20:58) Insurance Fraud and Compliance Issues
(00:23:42) Accountability in Client Service
(00:28:30) Peer Review and Incentives Analysis
(00:32:18) Keeping Office Locations Connected
(00:37:29) Building Collaborative Business Relationships
Secrets to Growing Your Insurance Agency and Retaining Staff for Over 20 Years
Building a thriving insurance agency isn’t just about numbers – it's about people and adaptability. In this episode, you’ll discover how to build a successful, people-first insurance agency with a focus on systems, employee satisfaction, and maintaining connection between teams across multiple locations. Here are key takeaways for insurance agency owners:
How to scale your insurance agency from one location to multiple offices and team members
Secrets to keeping staff engaged and loyal for 15+ years
Innovative, video-based training methods for new hires
Approaches to managing workload, premium volume, and client count
Tips for tackling current challenges, including team recruitment and the homeowners market
Agency Management That Works: Training, Cross-Selling, and Keeping Employees Engaged
Growth has mostly come through acquisition, but cross-selling and retention are always in focus. Incentives for cross-sales help—plus peer-to-peer reviews for honest feedback and identifying unsung internal leaders. Lee Pridgeon's open-door policy, semi-annual social outings, and a company calendar keep her seven offices connected. Regular meetings and instant messaging nurture a team that genuinely wants to help each other.
Connect with Eddie Price and Jenesis Software:
LinkedIn: https://www.linkedin.com/in/eddierprice/
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753
Agency Management Software: https://www.jenesissoftware.com/
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/
YouTube: https://www.youtube.com/@JenesisSoftware

Connect with Lee (Ann) Pridgeon and AllCare Insurance:
LinkedIn: https://www.linkedin.com/in/lee-ann-g-34952866/
AllCare Insurance Services: https://goallcare.com/
Email Lee: [email protected]
...more
40min
November 20, 2025Doing Business How Customers Want:125% Revenue Growth as an Independent Insurance Agency | EP 8
Thinking about how to grow your insurance agency for long-term success, without sacrificing happiness or work-life balance? In this episode, Eddie Price sits down with Keith Kiser to share real lessons from decades in the business.
Here's what you'll learn:
How Keith Kiser transitioned from a family-run, captive agency to thriving as an independent agent
The impact of adding multiple carriers and modern management systems on agency growth
Strategies for balancing customer service, personal life, and business growth
Tips for hiring and retaining strong team members in a small agency environment
Why perseverance, authenticity, and treating clients right are keys to building a sustainable insurance business
Key steps included adapting to market shifts, embracing independence when given the opportunity, and choosing technology partners tailored to the agency’s real needs rather than flashy features. Throughout, prioritizing customer relationships, staying resilient through hard markets, and learning from both successes and failures set the stage for Kiser Insurance Agency’s sustainable growth.
(00:22:29) “We're not going to represent a company that we would not place our own insurance with.” - Keith Kiser
52 Years Strong: The Secrets Behind a Lasting Independent Insurance Agency
Actionable strategies for agency owners include focusing on genuine customer service—such as meeting clients where they’re most comfortable, providing flexibility in communications, and maintaining after-hours support when truly needed. Keith notes that patience is required and that new agency owners must ‘pay their dues’ as in making the calls, working the long hours, and showing up consistently over a long period of time, building referrals and reputation.
You’ll find emphasis throughout this episode on the importance of balancing personal and professional life, including the pursuit of hobbies and family time to avoid burnout.
Building the Right Team by Hiring for Heart and Training for Skill
Although hiring is identified as a major challenge, Keith’s advice is to seek candidates that fit the agency culture and train them for skill, rather than prioritizing prior insurance experience. While much of the insurance world might still feel outdated, the presence of apps, chatbots, and e-signature software has made it possible to operate with less staff members than in the 90’s since many important steps are taken automatically, thanks to technology. Adapting quickly to integrate the technology is just as important as setting aside the budget for the team training needed for each new app or tech opportunity.
Boosting Agency Efficiency and Client Retention with Jenesis Software
When Kiser Insurance Agency transitioned from being an exclusive Nationwide agency to an independent one in 2019, he evaluated several agency management systems but ultimately chose Jenesis for its simplicity and reliability, likening it to a “Honda Accord” that provided all the essential features without unnecessary complexity or cost. Since then, Kiser is also using their website service and Jenesis’ reputation management system, which helped them go from 3 to 17 Google reviews in just 30 days.
Keith praises the Jenesis support team’s responsiveness and persistence in solving issues and highlights their ongoing commitment to improvement and personalized service—qualities he believes make Jenesis an ideal fit for agencies seeking practical, people-oriented technology solutions.
Connect with Eddie Price and Jenesis Software:
LinkedIn: https://www.linkedin.com/in/eddierprice/
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753
Agency Management Software: https://www.jenesissoftware.com/
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/
YouTube: https://www.youtube.com/@JenesisSoftware
Connect with Keith and Kiser Insurance Agency:
Website: https://kiserinsuranceagency.com/
Facebook Page: https://www.facebook.com/profile.php?id=100063670235016#
...more
44min
October 16, 2025From 0 to $8 Million Putting People First to Generate Referrals | Mike McDaniel | Ep 7
What mindset and actions do you think are most important when launching an agency from the ground up?
Mike McDaniel, owner of McDaniel Insurance Agency, began from a kitchen table with a single phone and family support led him toward a multi-million-dollar agency serving thousands today. Longevity, authenticity, and a deep commitment to service play pivotal roles in developing a reputation strong enough that most new clients arrive through word-of-mouth referrals and personal recommendations rather than just traditional marketing methods.
Don’t overlook the power of asking for referrals, tracking how clients discover your agency, and leveraging automation and modern website tools to streamline lead capture—while continuing to deliver a personal touch. Hiring staff who complement strengths and investing in community involvement sets agencies apart in competitive markets, while maintaining a healthy balance between hard work and personal fulfillment ensures sustainability and genuine enjoyment of agency ownership.
Overcoming Challenges in Insurance: Carrier Access, Referrals, and Building a Trusted Brand
(00:06:42) In the Weeds and Hustling Hard from Scratch
(00:17:28) Building a Referral Pipeline Beyond Incentives
(00:24:13) Challenges of Staying Competitive
(00:27:40) Unexpected Satellite Office Expansion
(00:38:14) Work-Life Balance: Agency Ownership Plus Fitness and Family
(00:43:11) Prayer, Ministry, and Insurance
“What I mean by visible is, I take a lot of my commercial policies, instead of mailing them, I take them and hand them to people. Sometimes they say, how in the world can you do that being an eight-million-dollar agency? Well, believe this or not, I get up at 5 o' clock every morning, I'm here at my office by 6 o' clock every morning, and I work to sometimes 6 and 7 at night, you know, and some people may not want to hear that." - Mike McDaniel
Building a People-First Insurance Agency: Lessons From a 27-Year Journey
The real definition of success for an independent insurance agency—and why reputation matters more than size.
The biggest challenges new agency owners face (like finding carriers and getting customers) and how to overcome them.
The role of genuine relationships, referrals, and customer service in driving long-term, sustainable growth.
Why work-life balance, faith, and loving what you do are just as important as traditional business strategies.
Connect with Eddie Price and Jenesis Software:
LinkedIn: https://www.linkedin.com/in/eddierprice/
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753
Agency Management Software: https://www.jenesissoftware.com/
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/
YouTube: https://www.youtube.com/@JenesisSoftware
Connect with Mike McDaniel:
Email: [email protected]
McDaniel Insurance Agency: https://www.mcdanielinsuranceagency.com/
...more
54min
September 18, 2025Maximizing Agency Credibility with Physical Locations and Reputation Management Services | EP 6
Curious if you should go 100% remote or have physical locations?
Unsure how much emphasis should be put on Google reviews and staff training?
Reputation management, the impact of physical locations on agency credibility and visibility, and the broad skill set (and constant improvement of those skills) required of agency owners are all pillars of discussion on today’s episode.
(00:28:00) "I think now people have to, when they start out, I believe they've got to invest some money in marketing for the long run. I think if you just sit tight for too long and then don't invest any money in growth, then that's what you're going to get. You're not going to get any growth." - Eddie Price
Alex Hernandez has been in the insurance business for 45 years and is now the owner of 3 locations of “The Insurance Shop” in Texas. He highlights the importance of his local presence through brick-and-mortar locations for his insurance agency offices, citing that his customers prefer face-to-face interactions.
The Power of Agent Training and Face-to-Face Interactions
Being an agency owner requires a diverse skill set encompassing insurance knowledge, marketing, hiring, training, and customer interaction. Eddie and Alex discuss the importance of having a wide range of skills to succeed in the insurance business, including not just insurance knowledge but also business management, marketing, and employee training.
Both agree that running multiple locations can be beneficial for growth, but it comes with challenges such as staffing and maintaining consistency. This conversation sheds light on the complexities of being an agency owner and the skills required to navigate the industry successfully.
Tap Into the Growth Potential for Your Insurance Agency
(00:00:02) Face-to-Face Interactions in Insurance Agency Growth
(00:10:00) Strategic Growth through Local Establishments and Presence
(00:16:33) Enhancing Online Presence Through Google Reviews
(00:20:17) Comprehensive Training for Insurance Agency Success
(00:21:22) Navigating the Complexities of Agency Ownership
(00:25:02) Shift from Instant to Long-Term Insurance Marketing
Business Strategy & Takeaways for Insurance Agency Owners:
Despite the trend toward 100% remote operations, physical locations enhance your local presence and can bolster your agency’s reputation and attract clients
Google reviews can make a big impact on your agency’s credibility and viability, so focus on providing excellent customer service to encourage positive reviews and manage your online reputation effectively.
Whether you’re starting a new agency or expanding an existing one, prioritize training for yourself and your team. Consider starting with a captive agency for structured training programs that cover both insurance knowledge and business operations.
Being a successful agency owner requires a diverse skillset beyond insurance expertise, so as you focus on improving your skills in marketing, business management, employee management, and training others, your likelihood of long-term success and growth improves.
Connect with Eddie Price and Jenesis Software:
LinkedIn: https://www.linkedin.com/in/eddierprice/
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753
Agency Management Software: https://www.jenesissoftware.com/
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/
YouTube: https://www.youtube.com/@JenesisSoftware
Connect with Alex Hernandez:
LinkedIn: https://www.linkedin.com/in/alex-hernandez-3ab57759/
The Insurance Shop: https://insuranceshoptx.com/
...more
31min
August 21, 2025Behind-The-Scenes: Tips to Make More Sales Revealed by the Jenesis Software Sales Team | EP 5
Sales and marketing strategies are the bread and butter of any successful business. Without a solid plan in place, your products or services may struggle to reach your target audience.
Building relationships during sales calls, being genuine, and having a passion for the product are critical for success. Over the past nine years, Jenesis Software has experienced substantial growth, with increased sales, team members, and services, driven by an emphasis on genuine customer engagement and effective sales strategies, thanks to Jenna Kleiber, Christy Alaimo, and Joe Gauger.
Improving Sales Processes to Build Strong Client (and Potential Client) Relationships
Prioritize genuine conviction in the product being sold
Focus on problem-solving and helping customers rather than chasing monetary gains
Maintain team connectivity and accessibility for a supportive sales environment
Build relationships during sales calls to enjoy the process
Be genuine and authentic when engaging with customers in a sales role
Celebrate sales success and goal achievement to boost morale
Have conviction in the product being sold and provide good service for successful outcomes

Listen in to learn their advice to guide your team to increase sales and build your customer list. Balancing sales calls and account management tasks requires a blend of responsibilities, such as handling emails, managing accounts, and conducting demos to engage potential clients.
Mastering the Art of Sales Calls and Follow-Up
(00:11:26) Strategies for Juggling Sales and Account Management
(00:15:18) Prioritizing Genuine Conviction in Sales Practices
(00:20:37) Building relationships for successful software sales calls
(00:23:32) Passion and Conviction in Sales Process
(00:30:32) Fulfillment and Motivation through Sales Success
(00:32:15) Exponential Expansion and Service Diversification
(00:42:26) Authenticity Over Profit: Selling with Conviction

Want to cut to the chase? Key takeaways from this episode include the importance of honesty, transparency, and treating clients how you would want to be treated. Building genuine relationships, focusing on problem-solving rather than just chasing profits, and creating wow moments during demos are crucial for success. Agency owners can benefit from prioritizing client needs, maintaining a genuine passion for their product or service, and staying focused on day-to-day tasks while also keeping an eye on strategic growth opportunities.

Connect with Eddie Price and Jenesis Software:
LinkedIn: https://www.linkedin.com/in/eddierprice/
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753
Agency Management Software: https://www.jenesissoftware.com/
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/
YouTube: https://www.youtube.com/@JenesisSoftware
...more
47min
July 24, 2025Faith-Based Management: Purpose-Driven Work with C12 | Doug Fincannon | Ep 4
If you’ve been wondering how to integrate your faith into every aspect of life, especially in the realm of agency management, this episode is for you! The C12 organization is a unique blend of business acumen and faith-based principles, creating a space where leaders can come together to support and challenge each other. Eddie has been a member for a few years and reveals personal and professional “wins” because of the fellowship.
"Your prayer life is a real reflection as to how much you really believe you're good and you don't need God." - Doug Fincannon

Business Growth and Stewardship Community Networking
(00:09:09) Integrating Discipleship Values for Business Success
(00:12:30) Collaborative Business Growth through C12 Meetings
(00:26:23) Faith-Based Monthly Business and Ministry Learning
(00:30:01) 360 Insightful Assessment for Personal and Professional Growth
(00:33:07) The Divine Purpose of Human Work
(00:36:53) Transforming Work Through Spiritual Passion
(00:42:00) Personal Growth through C12 Experiences

Serving Others: Fulfilling God's Purposes Through Business Practices
Doug Fincannon views discipleship as the cornerstone of C12, believing that integrating one's Christian faith into all aspects of life, including business, is essential. As a C12 chair, Doug facilitates peer advisory groups that prioritize transparency, vulnerability, and a selfless attitude, allowing members to collectively learn and grow. His approach underscores the importance of running businesses with intentionality and purpose, fostering a community where professional and personal development go hand in hand, all while serving others and fulfilling a greater mission.
Business Strategy & Takeaways for Insurance Agency Owners:
Integrating faith into business practices can lead to personal and business growth.
Joining a peer advisory group like C12 can provide a platform for sharing experiences and seeking advice from like-minded individuals.
C12's curriculum combines devotional and business education, fostering a faith-based approach to business management and personal development.
Utilizing tools like the 360 feedback process can provide insights into both professional and personal aspects of life, promoting a balanced and purpose-driven existence.
Emphasizing the integration of faith and work can help business owners understand that work should serve others and fulfill God's purposes.
Community support and resources from organizations like C12 can be valuable for business owners seeking to align their business practices with their faith.

Connect with Eddie Price and Jenesis Software:
LinkedIn: https://www.linkedin.com/in/eddierprice/
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753
Agency Management Software: https://www.jenesissoftware.com/
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/
YouTube: https://www.youtube.com/@JenesisSoftware

Connect with Doug Fincannon:
LinkedIn: https://www.linkedin.com/in/doug-fincannon-65229214/

C-12: https://www.joinc12.com/
...more
55min
June 06, 2025Family-First Priorities and 16 Agency Acquisitions In 25 Years | Todd Johnson | Ep 3
Noting today’s hardened insurance market and contrasting it with the number of new, younger agency owners finding success, this episode highlights the weight carried by a family name and reputation, the power of acquiring other businesses over time, and the importance of building a network. Most of all, however, this week’s guest touts the importance of family and personal time above all.

"Without the work-life balance, all the rest of it means nothing." - Todd Johnson

Every insurance agency owner has to navigate the complexities of insurance markets, increased deductibles, reduced coverage, and rising premiums. Beyond that, Todd says the greatest challenge is finding and retaining great employees whose values align with your agency’s goals and the reputation you intend to build (which he’s been successful at).
It's no secret that the insurance industry is highly competitive, with companies constantly vying for market share and customer loyalty. To stay ahead in this environment, one must be prepared to adapt, innovate, and constantly strive for excellence.

Time Well Spent: Carrying Your Family Name and Business Reputation
(00:08:57) Building a Family Business and Upholding Reputation
(00:22:17) Impact of Hardening Insurance Markets
(00:25:09) Thriving Amid Insurance Industry's Competitive Landscape
(00:30:03) Johnson's Political Career Highlights
(00:33:09) Helpful Association & Group Memberships

Building a Family-Centered Business in the Insurance Industry
Todd Johnson, Owner of Johnson Insurance in North Carolina, built his insurance agency from scratch, thanks to his father’s guidance and the acquisition of agencies along his 25-year career. You’ll find value in his perspective on achieving work-life balance and building a cohesive team that shares common values and mindset. Johnson attributes much of his success to a commitment to technological advancement, a principle passed down from his father, which has been pivotal in enhancing the growth and efficiency of his agencies.

Business Strategy & Takeaways for Insurance Agency Owners:
Starting any business from scratch is tough. Accept guidance and advice from those who have already done it and remain open to acquisition opportunities to get “over the hump.”
Blocking your calendar (and respecting those calendar blocks) for personal, spiritual, and family time is a useful strategy to ensure all of your energy isn’t consumed by the agency.
Hiring and retaining team members that share your values and align with the agency’s goals is top priority when building a business.
Pursue opportunities to learn from others – associations, conferences, networking, and even political affiliations or memberships can provide connections, help you implement best practices, and ensure your drive for innovation.
One of the best ways to keep your finger on the pulse of industry-related legislation is to get active in your local community and government.

Connect with Eddie Price and Jenesis Software:
LinkedIn: https://www.linkedin.com/in/eddierprice/
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753
Agency Management Software: https://www.jenesissoftware.com/
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/
YouTube: https://www.youtube.com/@JenesisSoftware

Connect with Todd Johnson & Johnson Insurance:
LinkedIn: https://www.linkedin.com/in/todd-johnson-96827138/
Johnson Insurance: https://johnsoninsurance.org/
Email Todd: [email protected]
North Carolina’s Senator of the 35th District email: [email protected]

Video editing & podcast management by www.podcastabundance.com
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FAQs about Insurance Agency Success:

How many episodes does Insurance Agency Success have?

The podcast currently has 13 episodes available.