Shoot Us A Message!Welcome back to another episode of the playbook with the Insurance dudes! This time the dynamic duo interviews Dr. Lori Morocco, an expert in coaching and insurance, as she shares her journey and expertise, emphasizing the vital role of effective communication and conflict resolution skills not only in insurance but as essential life skills!The episode revolves around motivating clients and maintaining commitment, focusing on small, consistent steps toward goals. Also addre...

Shoot Us A Message!Welcome back to another episode of the playbook with the Insurance dudes! This time the dynamic duo interviews Dr. Lori Morocco, an expert in coaching and insurance, as she shares her journey and expertise, emphasizing the vital role of effective communication and conflict resolution skills not only in insurance but as essential life skills!The episode revolves around motivating clients and maintaining commitment, focusing on small, consistent steps toward goals. Also addre...

Shoot Us A Message!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive.&nbs...

Shoot Us A Message!Welcome back! In this episode of the playbook Craig and Jason sit down together after a long time and talk about the biggest mistake insurance professionals might be making!The hosts emphasize that one of the most significant blunders in the insurance world is the tendency to exert excessive control over every aspect of the business. They discuss how micromanagement can actually end up being counterproductive!Jason and Craig also discuss the significance of consistency and ...

Shoot Us A Message!Welcome back to another episode of the playbook with the Insurance Dudes! Today we delve into the often underestimated but transformative power of empathy in the insurance sector, featuring the remarkable journey of Dr. Nicole Price, a renowned expert on empathy, as she shares her evolution from an engineering background to becoming an empathetic leader and advocate. Dr. Price's personal anecdotes illustrate the profound impact of empathy, tracing back to her mother's selfl...

Shoot Us A Message!Welcome back to another episode of the playbook with the Insurance Dudes! Today we delve into the often underestimated but transformative power of empathy in the insurance sector, featuring the remarkable journey of Dr. Nicole Price, a renowned expert on empathy, as she shares her evolution from an engineering background to becoming an empathetic leader and advocate. Dr. Price's personal anecdotes illustrate the profound impact of empathy, tracing back to her mother's selfl...

Shoot Us A Message!Get ready to learn marketing on a budget with the insurance dudes!In this episode of the playbook, Jason discusses cost-effective strategies for Insurance domination with an emphasis on consistent lead buying, enhanced conversions, effective follow-ups, maximizing policy sales, and boosting client retention.Jason addresses the notion of consistently buying leads and the importance of small, daily lead purchases for establishing a consistent and efficient sales machine. He a...

Shoot Us A Message!Clients! That’s what you have to call them, they aren’t customers, they’re clients!Tune into this very insightful episode of the playbook! Today Jason Feltman discusses the effective sales strategies tailored for the insurance sector specifically.Advocating for establishing genuine connections with clients, Jason stresses the necessity of understanding your clients before launching into product details. By doing so, agents can avoid overwhelming their clients with irrelevan...

Shoot Us A Message!Tune into another captivating episode of the playbook, this time, Jason Feltman takes a peek into the world of customer retention strategies!Jason unveils the secrets to maximizing client loyalty and keeping your agency thriving, with emphasis on the value of genuinely caring about clients and forming meaningful connections by taking note of personal details and interests. Jason stresses the role of insurance agents as consultants, sharing insights and advice beyond insuran...

Shoot Us A Message!Tune in for another info-filled episode of the playbook and learn how you can avoid these 7 mistakes and maximize sales at your agency.This time Jason talks about 7 key elements agencies miss out on, whether it is the missing piece in hiring the right agent or not coaching your team accountability, he covers it all!Learn the significance of connecting insurance solutions with your individual customer needs and the key value of humanizing your sales process so you can cultiv...