The Max Revenue Show

In this episode, Trey talks with Top Producer Andrew Gisriel about how he went from spraying and praying quotes to leading his agency's captive practice. Andrew explains how he uses XDate to start prospecting 30 days after renewal, how long a captive sale really takes, and how vision boards, Captive 101s, and handwritten letters get him in front of his ICP's.

Resources & Links:

💼 Find Your Next Agency:

https://www.palladiumpoint.com/max

📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠

https://www.insurancexdate.com/maxrevenue

🔗 Work with Element22:

Email submissions to: [email protected]

Or call Brian at 843-296-3376

📬Sign up for The Max Revenue Letter:

⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

📘 Access Part 1 of Micah's Producer Playbook:

https://www.maxrevenuegroup.com/products/producer-playbook-p1

👕 Snag your Max Revenue merch:

https://max-revenue-store.printful.me/

In this episode, Trey talks with Andrew Gisriel, a Top Producer who specializes in group captives and does something almost nobody else does. He wins broker of record letters from insureds already inside a captive by going after clients whose brokers set it and forget it. Andrew breaks down how he finds those accounts, what it takes to earn the BOR, and how to make sure you never become the set-it-and-forget-it broker yourself.

Resources & Links:

💼 Find Your Next Agency:

https://www.palladiumpoint.com/max

📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠

https://www.insurancexdate.com/maxrevenue

🔗 Work with Element22:

Email submissions to: [email protected]

Or call Brian at 843-296-3376

📬Sign up for The Max Revenue Letter:

⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

📘 Access Part 1 of Micah's Producer Playbook:

https://www.maxrevenuegroup.com/products/producer-playbook-p1

📕 Access Part 2 of Micah's Producer Playbook:

https://www.maxrevenuegroup.com/products/producer-playbook-p2

👕 Snag your Max Revenue merch:

https://max-revenue-store.printful.me/

In this episode, Trey and Micah reconnect with Jen E. Miller, their former national sales trainer at a previous mega broker. Jen breaks down her 3-step framework for massive book growth, the few numbers that move your book the most, and why the best producer coaching is customized not one-size-fits-all.

Resources & Links:

💼 Find Your Next Agency:

https://www.palladiumpoint.com/max

📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠

https://www.insurancexdate.com/maxrevenue

🔗 Work with Element22:

Email submissions to: [email protected]

Or call Brian at 843-296-3376

📬Sign up for The Max Revenue Letter:

⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

📘 Access Part 1 of Micah's Producer Playbook:

https://www.maxrevenuegroup.com/products/producer-playbook-p1

👕 Snag your Max Revenue merch:

https://max-revenue-store.printful.me/

In this episode Brandon Schuh breaks down Applied Systems' new AI Conductor and their CEO's message to a room full of add-on vendors that homegrown AI tools are a dead end, and Brandon explains why he thinks this moment marks Applied's peak. Then Brandon breaks down NVIDIA's push to make GPUs an insurable, financeable asset and why it reminds him of the credit default swaps behind 2008 and why it's one of the biggest stories in insurance and the economy right now.

Resources & Links:

💼 Find Your Next Agency:

https://www.palladiumpoint.com/max

📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠

https://www.insurancexdate.com/maxrevenue

🔗 Work with Element22:

Email submissions to: [email protected]

Or call Brian at 843-296-3376

📬Sign up for The Max Revenue Letter:

⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

📘 Access Part 1 of Micah's Producer Playbook:

https://www.maxrevenuegroup.com/products/producer-playbook-p1

👕 Snag your Max Revenue merch:

https://max-revenue-store.printful.me/

In this episode of the Max Revenue Show, Trey jams with Micah Salas to celebrate his 5-year anniversary of leaving a mega-broker to rebuild his book. Micah reflects on his journey of growing his revenue back past the $1.2M mark from scratch and breaks down the 5 biggest mindset shifts, hard-learned lessons, and tactical strategies he wishes he knew back when he started over.

Resources & Links:

💼 Find Your Next Agency:

https://www.palladiumpoint.com/max

📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠

https://www.insurancexdate.com/maxrevenue

🔗 Work with Element22:

Email submissions to: [email protected]

Or call Brian at 843-296-3376

📬Sign up for The Max Revenue Letter:

⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

📘 Access Part 1 of Micah's Producer Playbook:

https://www.maxrevenuegroup.com/products/producer-playbook-p1

👕 Snag your Max Revenue merch:

https://max-revenue-store.printful.me/

In this episode, Micah and Trey sit down with Geoff Christian, a multi-million dollar EB Producer with Gallagher who has been building EB captives for two decades. Geoff breaks down why the benefits market is more chaotic than he's seen in 27 years, and why that chaos is creating real opportunity for producers who know where to look anbd how to position themselves to insureds. Whether you're a P&C or EB guy its worth a listen.

Resources & Links:

💼 Find Your Next Agency:

https://www.palladiumpoint.com/max

📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠

https://www.insurancexdate.com/maxrevenue

🔗 Work with Element22:

Email submissions to: [email protected]

Or call Brian at 843-296-3376

📬Sign up for The Max Revenue Letter:

⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

📘 Access Part 1 of Micah's Producer Playbook:

https://www.maxrevenuegroup.com/products/producer-playbook-p1

👕 Snag your Max Revenue merch:

https://max-revenue-store.printful.me/

In this episode Brandon Schuh breaks down the Big I's rosy new agency study, then dives into Meta's new AI assistant, Muse, which can shop insurance on your behalf and sent Allstate and Goosehead stock tumbling.

Resources & Links:

💼 Find Your Next Agency:

https://www.palladiumpoint.com/max

📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠

https://www.insurancexdate.com/maxrevenue

🔗 Work with Element22:

Email submissions to: [email protected]

Or call Brian at 843-296-3376

📬Sign up for The Max Revenue Letter:

⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

📘 Access Part 1 of Micah's Producer Playbook:

https://www.maxrevenuegroup.com/products/producer-playbook-p1

👕 Snag your Max Revenue merch:

https://max-revenue-store.printful.me/

In this episode, Trey sits down with Abe Gibson of Burns & Wilcox, a finalist for Rising Star in Cyber Insurance, for a deep dive on all things cyber. Abe explains why pricing keeps dropping even as claims climb, and why that soft market is a big opening for hungry producers. They get into why the $150 cyber endorsement on a GL policy barely covers anything, how sublimited first-party coverage and contingent business interruption can win you accounts, and how to get blue-collar clients to care by framing cyber around fake invoices instead of hackers.

Resources & Links:

💼 Find Your Next Agency:

https://www.palladiumpoint.com/max

📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠

https://www.insurancexdate.com/maxrevenue

🔗 Work with Element22:

Email submissions to: [email protected]

Or call Brian at 843-296-3376

📬Sign up for The Max Revenue Letter:

⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

📘 Access Part 1 of Micah's Producer Playbook:

https://www.maxrevenuegroup.com/products/producer-playbook-p1

👕 Snag your Max Revenue merch:

https://max-revenue-store.printful.me/

In this episode Micah and Trey talk with Jeramie Holt to learn how he ditched cold calling for good by building in-person summits that write almost $200K a year in new business, plus his exact playbook for venue, agenda, and the follow-up that turns "good food and great info" into won deals.

Resources & Links:

💼 Find Your Next Agency:

https://www.palladiumpoint.com/max

📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠

https://www.insurancexdate.com/maxrevenue

🔗 Work with Element22:

Email submissions to: [email protected]

Or call Brian at 843-296-3376

📬Sign up for The Max Revenue Letter:

⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

📘 Access Part 1 of Micah's Producer Playbook:

https://www.maxrevenuegroup.com/products/producer-playbook-p1

👕 Snag your Max Revenue merch:

https://max-revenue-store.printful.me/

In this episode, Brandon Schuh breaks down the insurance industry's biggest insurance news including Marsh's big push for single parent captives for data centers and why SPC's are actually a big nothingburger.Resources & Links:

💼 Find Your Next Agency:

https://www.palladiumpoint.com/max

📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠

https://www.insurancexdate.com/maxrevenue

🔗 Work with Element22:

Email submissions to: [email protected]

Or call Brian at 843-296-3376

📬Sign up for The Max Revenue Letter:

⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

📘 Access Part 1 of Micah's Producer Playbook:

https://www.maxrevenuegroup.com/products/producer-playbook-p1

👕 Snag your Max Revenue merch:

https://max-revenue-store.printful.me/