Unstoppable Profit Podcast Hosted by Mike Stromsoe

Most agency owners don’t struggle because they lack effort. They struggle because they lack a system that scales with them. Hosted by Daniel Metcalf with Mike Stromsoe, this episode breaks down the UPP Onyx Agency Operating System and explains why growth stalls when operations, accountability, and leadership aren’t aligned. Together, they unpack the real structure behind consistent production, team ownership, and predictable profitability inside modern insurance agencies. You’ll learn how to move from reactive management to operational control, why clarity beats hustle at every stage of growth, and how a defined operating system creates freedom without sacrificing performance. This conversation gives you a practical framework to simplify decisions, strengthen leadership, and build an agency that runs without constant firefighting. Highlights: Why most agencies plateau when growth outpaces structure, and how an operating system restores control. How clarity in roles and expectations eliminates friction and raises team accountability. Why leadership breakdowns usually show up as operational problems first. How to stop managing personalities and start managing processes. What it takes to build consistency without becoming the bottleneck. How systems create freedom instead of bureaucracy when built correctly.   About the Host – Daniel Metcalf: Daniel Metcalf is a serial entrepreneur, AI strategist, and cybersecurity authority who operates at the intersection of technology, automation, and real-world business execution. For more than 15 years, Daniel has helped small and mid-sized businesses protect what they’ve built while scaling with confidence in an increasingly complex digital world. His expertise isn’t academic—it’s operational. Before co-founding CyberFin.ai, Daniel spent eight years applying AI and machine learning inside insurance distribution, driving performance and efficiency for dental and vision insurance programs at the MGA/VGA level. He understands insurance workflows, compliance pressures, and the operational friction that quietly limits growth. Co-Founder and leader of CyberFin.ai, Daniel delivers Fortune-100-level AI adoption, automation, and cybersecurity solutions specifically engineered for independent insurance agencies. His work focuses on eliminating wasted time, reducing human error, strengthening security, and turning technology into a competitive advantage—not an expense. Daniel is known for his high-energy, no-nonsense communication style. He has a rare ability to take complex topics like AI, automation, and cybersecurity—and make them practical, clear, and immediately actionable for agency owners and leadership teams. He doesn’t sell tools. He builds systems that execute. When Daniel isn’t helping agencies outpace cyber threats or reclaim hours through automation, you’ll likely find him on the curling rink—where strategy, precision, and execution matter just as much as they do in business.   About Mike Stromsoe: Mike Stromsoe is one of the most respected and trusted voices in the independent insurance industry—and a relentless advocate for agency owners who want more than just incremental growth. With nearly four decades in the business, Mike began his career in 1986, learning the agency business from the ground up inside his family’s firm. He didn’t just inherit perspective—he earned it. Mike went on to build, scale, and operate his own multi-million-dollar independent agency for more than 35 years, alongside his wife, while simultaneously running additional successful businesses. What separates Mike is not theory—it’s battle-tested execution. He is the creator of the Proven 3-Step Blueprint built on the legendary Three P’s: People, Processes, and Promotion—a framework refined over decades of real-world agency ownership and leadership. Thousands of independent insurance agents across North America have implemented Mike’s systems to grow profitably, strengthen culture, and reclaim their time. Mike is widely recognized as America’s leading authority on independent agency business success, leadership development, and owner mindset transformation. His work focuses on the critical identity shift from operator to owner, helping agency principals build businesses that scale without burning them out. As a dynamic speaker, author, mentor, and executive coach, Mike has been featured at major industry conferences and publications, delivering direct, practical guidance that produces results—not hype. At his core, Mike’s purpose is simple and unwavering: To impact people’s lives personally and professionally—and to help agency owners build wealth, freedom, and legacy on their own terms.   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: [email protected] Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Training and leadership are still the two biggest constraints holding independent insurance agencies back. In this episode, I sit down with Justin Goodman to talk about how agencies can finally solve both without burning out owners or losing great people to competitors. Justin shares the real story behind Total CSR and why daily, practical training beats one-time education every single time. We talk about how agencies can recruit better, train faster, and build confidence on the front lines using structured learning paths, micro learning, and smart technology. Justin also opens up about Project 55 and why mental health support inside the insurance industry matters more than ever. If you want to build a stronger team, reduce E&O risk, and create a culture where people grow and stay, this conversation gives you a clear path forward. Highlights: How agencies can turn daily training into a competitive advantage instead of a burden. Why micro learning helps team members retain coverage knowledge long term. How to recruit and assess talent before hiring mistakes become expensive. Why confidence without competence creates hidden E&O risk. How AI tools can support coverage conversations without replacing human judgment. Why mental health support is becoming a leadership responsibility inside agencies. About Justin Goodman: Justin Goodman brings over 20 years of insurance industry expertise as a third-generation professional in the field. By the age of 29, he was recognized as one of the top five construction insurance experts nationwide by Risk and Insurance Magazine. As CEO and co-founder of Total CSR, he has developed training programs that have reached more than 70,000 customer service representatives, account managers, and producers across the United States. He also serves as Managing Director and co-founder of Project 55, a non-profit focused on transforming mental health outcomes in the workplace. His work has earned him recognition as one of the 2024 Insurance Journal Agents of the year and named to Insurance Business Magazine’s Hot 100 list. www.totalcsr.com   Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: [email protected] Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

If you want more out of life and business next year, it starts with becoming more of who you’re capable of being. In this solo episode, I share the exact year-end framework I’ve used for decades to design my most joyful, fulfilling, and successful years. I walk through three simple but powerful questions that shape how I spend my time, how I build my business, and how I take care of my health, relationships, and personal growth. This episode is about intention, clarity, and reverse-engineering my best year before it even begins. By the end, you’ll have a practical way to design your life one year forward, eliminate what drains you, focus on what matters most, and create a plan that supports both personal and professional success. Highlights: How to identify what truly brings joy into your life and structure your time around it. Why eliminating tolerated and energy-draining tasks creates more focus and momentum. How spending more time in your strength zone leads to greater fulfillment and impact. Ways to evaluate your business across team, clients, vendors, brand, and finances. What defining success in both business and personal life looks like without burnout. How reverse-engineering the best year of your life creates clarity and direction. Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: [email protected] Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Predictability is becoming one of the most valuable advantages in today’s insurance market, and data and technology are finally making it possible. In this episode, I sit down with Dylan DiMarchi, Co-Founder and CEO of Eventual, to explore how independent agents can use price guarantee strategies to stand out, retain clients, and grow in a challenging market. We discuss how Premium Lock works alongside existing homeowners policies to provide multi-year premium stability without replacing carriers, and how data modeling and AI are helping address volatility driven by inflation and climate risk. This conversation is about more than pricing—it’s about giving agents a powerful new way to deliver certainty, differentiation, and long-term value to their clients. Highlights: How premium predictability is becoming a competitive advantage for independent agents. Why homeowners are demanding stability as rate increases continue across the country. How data, AI, and predictive analytics are reshaping insurance pricing and risk management. Ways agents can improve retention and referrals with multi-year value propositions. What the hard market data reveals about regional trends, climate risk, and carrier behavior. How technology-driven guarantees can coexist with admitted carriers and existing policies. About Dylan DiMarchi: Co-founder and CEO of Eventual, the company behind Premium Lock. Premium Lock is a 3-Year Price Guarantee that works alongside homeowners’ existing carriers and coverage to help homeowners fight back against rising insurance prices. Premium Lock is distributed by independent insurance agents across America, helping them grow their businesses faster by (i) marketing a long-term price guarantee to differentiate and win more customers, (ii) improving retention with a multi-year product, and (iii) adding an incremental commission stream. Dylan was born and raised in Hawaii and studied mechanical engineering and economics at Yale. Prior to Eventual, Dylan was an Investment Professional at Blackstone, where he invested $3.5bn in commercial real estate during his tenure. Until next time, get out there and make a difference, be unstoppable, and leave no regrets!   Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: [email protected] Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Scaling an agency requires clarity, intentionality, and the courage to focus on what truly drives growth. In this episode, I share the mindset and systems used by top independent insurance agencies to compress time, eliminate distractions, and scale faster than ever before. I also introduce Onyx, our new high-level program built for agency owners who are ready to elevate their leadership, strengthen their culture, and create the scalable infrastructure needed for long-term success. We dive into how planners outperform reactors, why subtraction accelerates growth, and how early adopters are using automation and AI to create massive efficiency gains. This episode will challenge you to lead with purpose and build your agency like the one you want to own three years from now. Highlights: How intentional planning—not reaction—creates the clarity needed for breakthrough growth. Why calculated courage separates stagnant agencies from those scaling at record speed. How subtraction (fewer priorities, fewer distractions, fewer wrong-fit people) accelerates success. What early adopters teach us about using automation, RPA, and AI to compress time and build efficiency. Why leadership depth, culture alignment, and people architecture determine long-term scalability. How the Onyx Program is helping agency owners elevate performance, build stronger leadership, and achieve exponential growth. Until next time, get out there and make a difference, be unstoppable, and leave no regrets! Mike Stromsoe The Unstoppable Profit Producer Call 800-770-9984 Email: [email protected] Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!