Shoot Us A Message!Welcome to another episode of the playbook, this time Craig discusses the fourth pillar of the ever-so-important 5 Ps, the processes! And how their implementation can create a significant and solid foundation for your agency to support a high-powered offense and achieve success in the insurance industry. Defined as the way things are done in a business to improve organization and prevent chaos and inefficiency, processes are extremely essential for the scalable growth ...

Shoot Us A Message!Join in for the latest episode of the playbook, today Craig Pretzinger talks about the crucial aspect of running a successful agency, The People!Learn the strategies that can lead to heightened employee retention and a positively cultivated company culture.Uncover the significance of employing structured interviewing techniques that accurately assess candidates' alignment with the agency's values and principles, and the vital role that aligning the agency's purpose and core...

Shoot Us A Message!In this episode of "The Insurance Dudes" playbook, Craig delves into the significance of principles for your insurance agency. Principles, also known as core values, serve as guiding lights that must be strictly adhered to for your agency to thrive.Craig emphasizes the importance of living these principles and making decisions based on them, rather than solely focusing on individuals. He shares personal experiences of big corporations where core values were displayed but no...

Shoot Us A Message!Join us as Craig Pretzinger discusses the first "P" in his framework for agency success - Purpose!Craig emphasizes the importance of having a clear purpose, which is the reason why the agency exists and the unique value it brings to its clients. Purpose acts as the guiding light for decision-making and culture-building within the agency. The host also touches on the impact of a well-defined purpose on attracting clients and employees who resonate with the agency's mis...

Shoot Us A Message!Welcome to the Agency Playbook, In this episode, we focus on the critical topic of ego and its role as the primary obstacle hindering agents from effectively implementing the five Ps.Ego, fueled by a "my way or the highway" mentality, significantly hampers growth and performance in agencies. It operates as a protective mechanism, keeping us in our comfort zones, fearful of failure and change, thus impeding progress. Another challenge is avoiding responsibility, particularly...

Shoot Us A Message!Welcome to another episode of the playbook! In this episode, Craig Pretzinger dives deep into the framework of a successful agency with the 5 Ps!Purpose, being the reason why the agency exists, principles act as guiding lights, ensuring ethical behavior and aligning with the agency's purpose. Next is people and then processes followed by the last P which is performance.Craig reflects on how these five Ps, combined with their Telefunnel strategy, contributed to their remarka...

Shoot Us A Message!Craig Pretzinger is back with another insightful episode! This time he discusses the concept of achieving agency freedom and emphasizes the need for agency owners to build a successful and self-sustaining agency. He delves into the changing insurance landscape, explaining why the old ways of agency freedom no longer work. Craig also talks about the importance of focusing on growth and investment, not just immediate income, to create long-term equity in the agency, and intro...

Shoot Us A Message!In the final episode of his detailed 8-part series of P&C insurance sales script, Jason discusses the effective ways to handle objections, as they occur in about 90% of the sales calls. Jason suggests getting your sales team involved in the process by having them contribute to the objection list and discussing how they would handle each objection. He also stresses the importance of being passionate about the product and service you are selling. And showing genuine care ...

Shoot Us A Message!Welcome back to The winning P&C Insurance sales Script! In this episode, Jason Focuses on building “the connection” and emphasizes establishing a genuine bond with potential clients for sales success.He covers a lot of ground by discussing how to move beyond taking orders and actually doing something that is more than collecting data.Jason talks about how important utilizing the power of “work, family, and fun” is in the conversation and thoroughly discusses the idealog...

Shoot Us A Message!Join us for another episode of the Insurance Playbook, where Jason Feltman shares the "What How Story Tie Down" method to effectively explain coverages to clients. By simplifying complex terms and providing relatable scenarios, agents can engage prospects and elicit their active participation. Building a persuasive close and confidently asking for the sale are key elements to ensure a successful proposal. Jason advises agents to be direct and avoid wasting time, and for age...