In this episode, we’re joined by Jason Levine for a candid conversation about building, growing, and sustaining an insurance agency in an ever-changing market. Jason shares how his path into insurance wasn’t planned, from early ambitions in aviation to stepping into the family business and discovering the strategic depth of the industry. With experience in enterprise-level agency planning, human resources, and VIP account management, he brings a risk-aware mindset shaped by years of evaluating financial exposure and maximizing outcomes for clients and businesses alike.

Jason dives into the realities of agency growth, including the shift from captive to independent, the importance of understanding underwriting and carrier operations, and why serving existing clients well often drives stronger, more sustainable growth than constantly chasing new leads. He also speaks openly about hiring challenges, market volatility, and the importance of staying adaptable, building the right team, and leading with clarity in uncertain times. This episode offers practical insight, real talk, and perspective for anyone navigating leadership and growth in today’s insurance landscape.

Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

🔗 ⁠https://www.skool.com/agentelite⁠

Grab our newly released book at a discount!

⁠https://ln.run/02VKz⁠

The Insurance Dudes Weekly 5-Min Read

Tips, Tricks, and Wizardry for Everything Your Agency Touches

Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.

Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?

Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"

Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!

Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System

On-Demand Masterclass: The Treasure Map to Lead Mastery

Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.

Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?

FREE Agency Growth Diagnosis with Jonathan Cuevas

Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now

Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

#LEGO

In this episode, we sit down with Eric, Accredited Accident Reconstructionist, Ohio Peace Officer, Marine Corps veteran, and founder of Crash Tech Reconstruction Services, to discuss the real-world risks of car accidents and the staggering costs of being underinsured. Eric shares insights from his nationally recognized reconstruction work, illustrating how one accident can lead to $600,000 in liability, why young adults and seniors are often at higher risk, and the importance of proper property damage and liability coverage.

We also dive into the misconceptions around price versus value in insurance, explaining how professional guidance and thoughtful conversations can protect not just your assets, but your livelihood. Packed with real-life examples, expert advice, and actionable tips, this episode is essential for anyone looking to make informed insurance decisions and understand the true stakes on the road.

Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

🔗 ⁠⁠⁠https://www.skool.com/agentelite⁠⁠⁠

Grab our newly released book at a discount!

⁠⁠⁠https://ln.run/02VKz⁠⁠⁠

The Insurance Dudes Weekly 5-Min Read

Tips, Tricks, and Wizardry for Everything Your Agency Touches

Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.

Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?

Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"

Dive into the strategies that transformed us into the Midas of the insurance world, writing over 10mm in annualized auto premiums amidst global chaos. Grab your copy before it vanishes!

Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System

On-Demand Masterclass: The Treasure Map to Lead Mastery

Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.

Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?

FREE Agency Growth Diagnosis with Jonathan Cuevas

Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now

Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

#LEGO

Kelly Donahue, a public speaker and consultant with over a decade of experience in the local insurance agency space, joins Insurance Dudes to break down what it really takes to build a profitable, future-ready insurance agency.

The conversation explores leadership at the agency-owner level, creating a strong internal culture, and using systems instead of shortcuts to drive sustainable growth. From sales processes and account rounding to marketing, technology, and accountability, this episode highlights how agency owners can align their mission with smart business strategy, adapt to industry changes, and build teams that perform consistently while delivering long-term value.

Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

🔗 ⁠⁠https://www.skool.com/agentelite⁠⁠

Grab our newly released book at a discount!

⁠⁠https://ln.run/02VKz⁠⁠

The Insurance Dudes Weekly 5-Min Read

Tips, Tricks, and Wizardry for Everything Your Agency Touches

Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.

Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?

Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"

Dive into the strategies that transformed us into the Midas of the insurance world, writing over 10mm in annualized auto premiums amidst global chaos. Grab your copy before it vanishes!

Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System

On-Demand Masterclass: The Treasure Map to Lead Mastery

Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.

Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?

FREE Agency Growth Diagnosis with Jonathan Cuevas

Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now

Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

#LEGO

In this episode, Kevin Stein, founder and CEO of Delos Insurance Solutions, shares how he is transforming wildfire insurance through cutting-edge AI and innovative MGA structures. With an aerospace background and advanced degrees from Stanford and UC Berkeley, Kevin explains how his team models wildfire risk with remarkable accuracy, providing coverage for homes in high-risk areas where traditional carriers often can’t. 

He delves into the development of the wildfire risk model, the importance of real-time exposure assessment, and how MGA solutions allow for dynamic portfolio management while helping agents retain clients. Tune in to discover how technology, strategy, and empathy combine to protect communities, solve complex insurance challenges, and create scalable solutions in an increasingly fire-prone world.

Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

🔗 ⁠https://www.skool.com/agentelite⁠

Grab our newly released book at a discount!

⁠https://ln.run/02VKz⁠

The Insurance Dudes Weekly 5-Min Read

Tips, Tricks, and Wizardry for Everything Your Agency Touches

Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.

Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?

Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"

Dive into the strategies that transformed us into the Midas of the insurance world, writing over 10mm in annualized auto premiums amidst global chaos. Grab your copy before it vanishes!

Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System

On-Demand Masterclass: The Treasure Map to Lead Mastery

Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.

Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?

FREE Agency Growth Diagnosis with Jonathan Cuevas

Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now

Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

#LEGO

In this episode, we sit down with Galen Hair, founder of Insurance Claim HQ, to uncover the human side of insurance claims. With over 25 years of experience recovering over $1 billion for policyholders across the U.S., Galen shares how empathy, transparency, and simply being there for clients can make all the difference.

From hurricane-struck Louisiana to nationwide property claims, Galen reveals how emotional support, honesty about what agents can and can’t do, and building trust transform client relationships and elevate your brand. Whether you’re an insurance agent, legal professional, or policyholder, this conversation offers actionable insights on navigating claims while keeping compassion at the center.

Tune in to learn why the simplest human gestures, like listening and showing care, can have the biggest impact.

Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

🔗 https://www.skool.com/agentelite

Grab our newly released book at a discount!

https://ln.run/02VKz

The Insurance Dudes Weekly 5-Min Read

Tips, Tricks, and Wizardry for Everything Your Agency Touches

Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.

Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?

Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"

Dive into the strategies that transformed us into the Midas of the insurance world, writing over 10mm in annualized auto premiums amidst global chaos. Grab your copy before it vanishes!

Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System

On-Demand Masterclass: The Treasure Map to Lead Mastery

Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.

Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?

FREE Agency Growth Diagnosis with Jonathan Cuevas

Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now

Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

#LEGO

In this episode, we uncover the real reasons most insurance agencies struggle to grow and why relying on old-school sales tactics is no longer enough. We’re joined by Andy Neary, who shares how he rebuilt his career from scratch in a market where no one knew him and why building a powerful personal brand became the game-changer that transformed his business.

From the importance of patience in marketing, to the 90-day “this isn’t working” phase, to the moment the hockey-stick breakthrough appears, this conversation is packed with the mindset, discipline, and strategy agency owners desperately need today. If you want to understand the core pillars of an effective marketing strategy and how consistency compounds into massive growth, this episode is your roadmap.

Perfect for agency owners, producers, marketers, and anyone ready to stop surviving and start scaling.

Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

🔗 https://www.skool.com/agentelite

Grab our newly released book at a discount!

https://ln.run/02VKz

The Insurance Dudes Weekly 5-Min Read

Tips, Tricks, and Wizardry for Everything Your Agency Touches

Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.

Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?

Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"

Dive into the strategies that transformed us into the Midas of the insurance world, writing over 10mm in annualized auto premiums amidst global chaos. Grab your copy before it vanishes!

Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System

On-Demand Masterclass: The Treasure Map to Lead Mastery

Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.

Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?

FREE Agency Growth Diagnosis with Jonathan Cuevas

Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now

Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

#LEGO

In this episode, we’re joined by Dan Garzella, a highly respected entrepreneur and the founder of The Garzella Group, one of the fastest-growing independent insurance agencies in the U.S. Dan has built multiple successful businesses, mentors leaders across industries, and continues to guide entrepreneurs on scaling teams, simplifying systems, and creating long-term, sustainable success.

In this episode, we talk about building confidence when you don’t feel ready, why showing up consistently is more about mindset than motivation, what most new creators get wrong about visibility, how Dan built systems, discipline, and clarity during the hardest seasons of his life, and strategies to grow without burning out.

If you’ve been struggling with motivation, self-doubt, or the pressure to “perform,” this conversation will feel like a warm, grounding pause.

Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

🔗 https://www.skool.com/agentelite

Grab our newly released book at a discount!

https://ln.run/02VKz

The Insurance Dudes Weekly 5-Min Read

Tips, Tricks, and Wizardry for Everything Your Agency Touches

Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.

Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?

Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"

Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!

Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System

On-Demand Masterclass: The Treasure Map to Lead Mastery

Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.

Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?

FREE Agency Growth Diagnosis with Jonathan Cuevas

Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now

Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

#LEGO

We had the pleasure of sitting down with Michelle O’Connor, a seasoned insurance professional with over 25 years of experience, to talk about the ins and outs of growing a successful business. From mastering follow-ups and building consistent sales processes to leveraging technology and AI to better serve clients, Michelle shares practical insights that any entrepreneur or agent can apply.

In this episode, she opens up about managing teams, implementing structure without losing flexibility, and creating systems that make business easier and more efficient.

Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

🔗 https://www.skool.com/agentelite

Grab our newly released book at a discount!

https://ln.run/02VKz

The Insurance Dudes Weekly 5-Min Read

Tips, Tricks, and Wizardry for Everything Your Agency Touches

Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.

Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?

Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"

Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!

Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System

On-Demand Masterclass: The Treasure Map to Lead Mastery

Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.

Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?

FREE Agency Growth Diagnosis with Jonathan Cuevas

Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now

Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

#LEGO

We’re joined by Brian Greenberg, founder of True Blue Life Insurance, to discuss how agents can combine AI, automation, and traditional strategies to grow their business. 

From improving lead conversion and designing effective landing pages to harnessing client reviews and maintaining persistence in sales, Brian breaks down the tools and mindset that make modern life insurance sales effective.

Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

🔗 https://www.skool.com/agentelite

Grab our newly released book at a discount!

https://ln.run/02VKz

The Insurance Dudes Weekly 5-Min Read

Tips, Tricks, and Wizardry for Everything Your Agency Touches

Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.

Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?

Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"

Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!

Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System

On-Demand Masterclass: The Treasure Map to Lead Mastery

Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.

Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?

FREE Agency Growth Diagnosis with Jonathan Cuevas

Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now

Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

#LEGO

In this episode, we’re honored to have Nathan Glass, founder of Utopia Risk, to explore the strategies behind making smarter business decisions. Nathan shares his insights on identifying the right people to work with, whether it’s for hiring, partnerships, or long-term collaborations. He dives into how everyday conversations reveal values, why understanding someone’s life outside of work matters, and how subtle red flags in planning or approach can signal bigger issues down the line.

Listeners will gain practical guidance on building trust, aligning with the right people, and knowing when to step back early, turning every decision into a more intentional, thoughtful move for their business.

Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

🔗 https://www.skool.com/agentelite

Grab our newly released book at a discount!

https://ln.run/02VKz

The Insurance Dudes Weekly 5-Min Read

Tips, Tricks, and Wizardry for Everything Your Agency Touches

Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.

Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?

Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"

Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!

Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System

On-Demand Masterclass: The Treasure Map to Lead Mastery

Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.

Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?

FREE Agency Growth Diagnosis with Jonathan Cuevas

Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now

Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

#LEGO