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In this episode, Luke Berry is back after closing out 2026 with nearly $1.2 million in new revenue, topping the Max Revenue leaderboard. Trey digs into how he did it, from ditching big events in favor of duck hunts and fishing trips to building real friendships with prospects years before a deal ever shows up. Luke also breaks down how coaching up his team, protecting his calendar, and finally learning to rest made room for his biggest year yet. Plus, what he’s seeing in a brutal EB renewal season, what’s coming in 2027, and the advice he gave a 24-year-old producer just starting out.
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, Micah admits his lackluster past with referrals. That’s what makes this year so surprising. One cold call back in 2020 has turned into a chain of half-a-dozen referral opportunities in the last 30 days, including a $12K deal closed in under a week, a $13K account where he cut the client’s premium in half, a $50K deal in the works for next year, and an intro to a plumbing company paying $300K to $400K a year.
From the mailbag:
1. How do you give non-generic presentations?
2. What do you do when prospects don’t send you over all the info you need?
3. Did Micah’s hired dialers and appointment setters ever work out?
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, Brandon breaks down why Chubb’s Evan Greenberg and other carrier execs are sounding the alarm on naive capacity flooding the market, and what producers should look for before putting that paper on their book. He also weighs in on the Chubb vs. Marsh fight over AI exclusions and how he’s protecting himself on renewals. Then he shares how he built the London and Bermuda underwriter relationships behind his program business, and how any producer can start building their own.
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 sit down with Trevor Elliott, a property specialist at Hub, who originally spent a decade as the hometown generalist before niching into property and going all in on “negotiation strategy”. He’ll explain what it is and how to deploy it yourself so you can escape th evendor trap too.
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, Micah gives a behind the scenes look at his 2026. Every meeting set, every win, every loss, and where his $354K in new revenue actually came from. Micah breaks down revenue from cold calling vs. drop-ins vs. referrals, how his BORs compared to his quoted deals, and how a single book drop turned into a $100K account. Micah also gets honest about the long stretches with zero wins, and why complacency (not other brokers) is your real competition.
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, Brandon shares insights from WSIA regarding the E&S market, recent AI regulation, and the latest story making the rounds about Corgi (ALLEGEDLY)
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 sits down with Derek Lazniak a $3.5M producer out of Wisconsin. He made partner at 28, built deep niches in manufacturing, metal stamping and cyber, then substance abuse and a string of bad decisions led to his arrest and three months in jail, and he lost it all. Trey sits down with Derek to talk honestly about how he built the book, where it went wrong, and how he’d rebuild it in half the time.
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, Micah and Trey sit down with AI consultant Josh Guth, the guy who set up Micah's new workflow and is now building him a smarter, AI-powered prospecting and networking engine. Micah walks through how he uses it every Monday to plan his week and keep renewals from slipping through the cracks, and Josh breaks down how he turned a three-day enrollment process into about 90 seconds for another agency. They also get real about what it costs, the security questions agencies need to think through, and how to use AI without getting sucked down the rabbit hole.
Plus, Josh is giving listeners a free Producer AI Audit at nimbus-systems.com/maxrevenue to see where you stand and where to start.
Contact Josh at [email protected] · (985) 788-7772
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, Brandon Schuh digs into the Aon and Macy’s story, alleging $13.2 million in commission on roughly $35 million in ancillary benefits premium. He also talks through Corgi’s new sports vertical, Golden. Finally, they look at how WithCoverage is positioning itself against "traditional brokers" and what producers should know as they start seeing them in the market.
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] 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 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/
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