Is your team just quoting what prospects ask for, or are they uncovering opportunities and driving real growth? In this episode of The Insurance Dream, we’ll dig into the difference between order-takers and rainmakers—and how to train your staff to make the leap. Learn the mindset shifts, questions, and coaching that turn staff from passive processors into proactive advisors. If you want to create a culture of rainmakers who build revenue instead of waiting for it, start here.

Today's episode sponsored by: https://theinsurancedream.com/payment-processing 

Too many agency managers act like babysitters—checking boxes and watching tasks instead of owning results. In this episode of The Insurance Dream, we’ll explore how to transform managers and senior staff into true leaders who drive outcomes, not just supervise activity. You’ll learn how to define success in terms of outcomes, empower your people with real authority, and stop micromanaging so leadership can flourish. If you want a team that grows without constant babysitting, this one’s for you.

Today's episode sponsored by: https://theinsurancedream.com/virtual-assistants 

Making the leap from captive to independent agency ownership can feel overwhelming, especially in that critical first year. In this episode, I’m joined by Spencer with Brightfire to break down three essential tips every agent should focus on when declaring their independence. We talk about setting realistic first-year goals, choosing the right carrier access strategy, deciding which products to sell, and building workflows that create strong client relationships from day one. You’ll also hear practical advice on establishing your online presence so your new agency can be found and trusted. If you’re considering going independent—or you’ve just taken the leap—this episode will help you chart a clearer path to success.

Today's episode sponsored by: https://theinsurancedream.com/digital-marketing 

You know your revenue target — but do you actually know what it takes to hit it? In this episode, we walk through how to reverse-engineer your agency’s financial goals into real, trackable daily actions. From average commission math to quote volume benchmarks, we’ll show you how to turn that million-dollar dream into a week-by-week production plan. This is where guessing stops — and building starts.

Today's episode sponsored by: https://theinsurancedream.com/payment-processing 

That $4,000 commission day might feel like a win — but is it really moving you closer to your goals? In this episode, we flip the script on how you track progress. Instead of counting how much you’ve done, start tracking how far you still have to go. We’ll break down how daily success can mask monthly shortfalls, and how to use your revenue gap as fuel — not failure. If you want to hit $1M this year, you’ll need more than good days… you’ll need consistent, strategic ones.

Today's episode sponsored by: https://theinsurancedream.com/virtual-assistants 

Holidays and industry-specific awareness days aren’t just fun dates on the calendar—they’re powerful marketing opportunities. In this episode, I’m joined by [Sponsor Name] to talk about how insurance agencies can tap into these moments to boost brand awareness, engage with their audience, and drive traffic. We cover how to incorporate national days into blogs and social media, the role of SEO and hashtags, ways to recycle evergreen content, and creative ideas to spark real interaction with your followers. If you’ve been looking for simple ways to stay timely and relevant online, this conversation is packed with practical, easy-to-implement tips.

Today's episode sponsored by: https://theinsurancedream.com/digital-marketing 

This one email can transform your relationship with clients — no selling required. In this episode, we break down the timing, structure, and purpose of the one high-value email every insurance agency should be sending to improve retention, upsells, and referrals.

Today's episode sponsored by: https://theinsurancedream.com/payment-processing 

If your retention strategy only kicks in 30 days before renewal, you’re already behind. This episode explores how to earn client permission to educate, advise, and re-shop well before renewal day. Price matters — but trust and timing matter more.

Today's episode sponsored by: https://theinsurancedream.com/virtual-assistants 

You might be the biggest bottleneck in your own agency — and not even realize it. In this episode, we unpack the hidden ways insurance agency owners accidentally slow down growth, quoting, onboarding, and more. If you feel like everything runs through you, this episode is your wake-up call — and your roadmap out. 

Most deals — and most trust — are lost in the gap between touchpoints. This episode explores why your follow-up process might be costing you referrals, renewals, and reputation, and what to do about it. Whether it’s pipeline leads, claims updates, or basic policy service, we'll show you how to build a system where nothing slips through.

Today's episode sponsored by: https://theinsurancedream.com/payment-processing