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Accelerate Your Insurance Sales Podcast
Accelerate Your Insurance Sales Podcast
Author: Andy Neary
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© Andy Neary
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Welcome to the Accelerate Your Insurance Sales podcast! This is the podcast where you'll learn effective marketing and sales strategies from some of the most recognizable names in the insurance industry. You'll learn how to turn brand awareness into more appointments, sales, and revenue.
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There is a dangerous myth in the industry that building a personal brand means you never have to pick up the phone again. Producers start posting on LinkedIn and assume the leads will just roll in, using content as an excuse to avoid the hard work of prospecting. It’s a mindset that leads to a dry pipeline and missed targets.My guest, Micah Salas, proves that the most effective strategy is doing both. Despite being a top producer with a published book and a strong following, he still commits to making 40 cold calls every single day. In this episode, he breaks down the math behind his daily volume, why he believes "more is still more," and how combining a strong reputation with high-volume outreach makes every dial more effective. This is a reality check for anyone hoping to replace the hustle with a hashtag.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Why This Top Producer Still Makes 40 Cold Calls A Day(00:03:29) From Unemployment to Top Producer: A Journey of Persistence (00:14:03) The "Brother-in-Law" Test: Creating Authentic Content (00:26:42) How to Never Run Out of Content Ideas (00:30:51) The Introvert's Approach to Cold Calling(00:33:36) The Math Behind 40 Calls A DayCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
Agency leaders make a fatal assumption: that their million-dollar producers are self-sufficient. The reality is, these all-stars drive 80% of your revenue, and they're often the most neglected. They're a massive flight risk, not because they're unhappy, but because they're stuck.The strategies that got your top producers to their first million won't get them to the next level—they've hit a new plateau and need a new set of tools. In this episode, I'm giving you the new framework for supporting your best people. We get into why building their personal brand is the only strategy that matters for scaling, how to use platforms like LinkedIn to build their credibility, and why the agencies that "rent the brands of their producers" are the only ones who will win the future.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Why Your Top Producer Is About to Quit (00:00:47) The Fatal Flaw: Neglecting Your Top Producers (00:04:44) The 80/20 Problem: Your Revenue Is at Risk (00:05:31) The Scaling Solution: Building Their Personal Brand (00:14:09) The New Agency Model: Rent Their Brand, Not YoursCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
The fee-for-service model isn't just failing your clients; it's actively burning out the very doctors they’re supposed to trust. My guest this week, Dr. John Van Der Veer, isn't just a critic of this broken model; he's a refugee from it. After hitting his own breaking point as a primary care doc and Chief Medical Officer, he built the alternative: a Direct Primary Care (DPC) practice. In this episode, Dr. Van Der Veer gives you a doctor's firsthand account of why the FFS system is designed to fail. We get into the new framework that DPC provides, how it actually aligns incentives to save your clients money, and how he's scaling it through a massive partnership with Hy-Vee. This is the proof you need to finally lead your clients away from the problem and toward the solution.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) A Doctor's Take On How Fee-For-Service Is Failing Your Clients (00:09:05) The DPC Fix: Realigning Incentives with Patient Care (00:09:24) The Gateway to Smarter, Cheaper Advanced Care (00:11:29) More Time, Better Outcomes: The DPC Patient Experience (00:24:01) Scaling the Solution: The Hy-Vee Partnership (00:32:22) The Engagement Strategy: Getting People to Actually Use DPC CONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
The American way of selling is a high-stress, quantity-obsessed grind. We're taught to chase more prospects, make more calls, and just do more: a relentless chase that inevitably leads to burnout. But what if the real path to scaling your business was built on a foundation of "less, but better"?I just got back from Italy, where the entire culture is a powerful reminder that there's a different way to live and work. In this episode, I'm sharing the "Italian Approach to Sales" - a game plan for growing your book with a lot less stress. We get into the three lessons I learned: the artisan's power of consistency, the focus on quality over quantity (in both food and clients), and the genius of simplifying your process with modern tools. This is the strategy for achieving more success, not by doing more, but by being more effective.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) The Italian Approach to Sales: Less Stress, More Success (00:05:33) Lesson 1: The Artisan's Consistency (Your Pipeline Game Plan) (00:10:24) Lesson 2: Quality Over Quantity (The Food & Client Formula) (00:13:51) Lesson 3: The Secret to Less Stress (Simplifying Your Process)CONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
Most insurance agencies market themselves like they're still stuck in the last century, relying on tired tactics, generic messaging, and treating their marketing team like order-takers.But what if your marketing could be your agency's ultimate weapon? My guest, Aubrey King, Director of Marketing at McConkey Insurance & Benefits, is here with a new framework for breaking out of the "boring insurance" mold. We get into why traditional agencies resist change, how McConkey uses its unique non-commissioned model to stand out, and the critical need to tailor your message and empower your marketing team. This is the guide for agencies ready to stop blending in and start getting noticed.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Stop Marketing Like It's 1990, with Aubrey King (00:06:09) The Marketer's Mindset: How Personal Challenges Fuel Professional Growth (00:09:37) Why Traditional Agencies Are Allergic to Modern Marketing (00:12:01) The Ultimate Differentiator: McConkey's Non-Commissioned Advantage (00:17:19) The Modern Marketing Formula: Audience, Message, Channel (00:24:09) Beyond Selling: Using Content to Educate & Retain Clients (00:31:21) The Agency Leader's Job: Get Out of Marketing's WayCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
The future of this industry belongs to those who collaborate. My guest, Jessica Brooks-Woods, CEO of NABIP, is here with a game plan for why unified action is the only path forward. In this conversation, we break down how advisors, brokers, and industry partners can work together to solve the massive challenges our clients are facing. This is a masterclass in building a career and an industry on the powerful idea that we are stronger together than we are apart.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) The Future of Insurance: Collaboration Over Competition (00:10:37) A New Framework: Driving Client Value Through Collaboration (00:19:21) A Leader's Journey: The 'Why' Behind the Mission (00:23:24) Unified Action: How Brokers Can Force Real Change (00:32:11) The Ultimate Goal of Collaboration: Empowering the Patient (00:40:42) A Warning for Leaders: The Coming Wave of TransparencyCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
Every producer in this industry, from the rookie to the top all-star, gets the exact same 24 hours in a day. It's the ultimate equalizer. Yet, most waste this invaluable resource on outdated training, get bogged down in service work, and lack the discipline to focus on what actually drives growth. They treat time as something that just happens, not as their most critical asset.The top 1% understand that how you manage your time is the #1 differentiator between mediocrity and massive success. In this episode, I'll give you the game plan for how elite producers leverage time at every stage of their career. This isn't about working more hours; it's a new framework for using your time to build an unbeatable competitive advantage.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Time Management: The #1 Differentiator in Sales (00:05:46) The New Producer's Time Advantage (00:09:04) The Validated Producer's Productivity Game Plan (00:13:49) The All-Star's Framework for Buying Back TimeCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
The modern market is designed to crush the independent agency. For many, the goal is no longer to thrive; it's just to survive in an increasingly hostile environment.But you don't have to go it alone. My guest, Pam Schlotzhauer of United Benefit Advisors (UBA), is here with the game plan for how independent agencies can fight back, thrive, and scale. In this conversation, we break down the UBA model of collaboration over competition, a framework that gives members the collective buying power, shared expertise, and cutting-edge tools to compete with the giants.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) How to Compete With National Firms (Without Selling Out) (00:00:42) The UBA Model: Gaining Scale While Staying Independent (00:04:06) The Power of the Collective: Buying Power, Bonuses & AI (00:05:51) You Don't Know What You Don't Know: The Value of Shared Expertise (00:10:00) The Application Process: Who is a Good Fit for UBA?CONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
For decades, the insurance industry's default answer to every growth problem is to "hire more people." Need more sales? Hire a producer. This isn't a strategy; it's a trap, and it saddles your agency with massive overhead.It's time for a new model: Stop hiring for tasks that AI can master. In this episode, I'll show you exactly how to do it. We'll get into the game plan for using AI to scale your agency, from digital clones that handle client service 24/7 to automated systems that generate leads and eliminate the mundane work that causes burnout. This is the new framework for growth, and it doesn't require a single new headcount.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Stop Hiring People. Start Using AI. (00:01:40) The Broken "Hire More People" Model(00:08:09) The AI Solution for Client Service: Digital Clones (00:12:09) The AI Solution for Sales: Automated Lead Generation (00:15:27) The AI Solution for Retention: Curing Service Team BurnoutCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
What do you do when your world collapses? When your son is diagnosed with a rare and aggressive cancer, and you meet another father in the hospital who has lost his job and can't afford a $2 parking fee? This isn't a hypothetical, it was the reality for my guest, Tom Sutter. It's a level of tragedy that can break a person and force them to give up.But Tom didn't just survive; he found his life's mission in the middle of the wreckage. In this episode, he shares his incredible journey of co-founding Cal's Angels, a foundation that supports children and families fighting pediatric cancer. We get into how this purpose reshaped his entire approach to his insurance career, teaching him that real success is built on authenticity, transparency, and a genuine desire to help people. This is a powerful conversation about how the worst moments in life can unlock your greatest purpose.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) How Tragedy Drives Purpose: The Journey of Tom Sutter (00:16:07) The Catalyst: Cal's Story and a Father's Unimaginable Fight (00:25:55) The Mission: Building Cal's Angels on a Foundation of Transparency (00:27:16) The Shocking Truth About Pediatric Cancer Funding (Only 4%) (00:36:32) The Transformation: How This Journey Reshaped His Insurance CareerCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
In this episode, I break down the 3 unconventional sales rules that have generated millions for my company. You'll learn why your goal is a clear decision (not just a "yes"), why the follow-up is 100% your responsibility, and why your first job is to disqualify prospects. This is the new rulebook for advisors who are ready to get real results.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) 3 Unconventional Sales Rules That Get Results (00:06:11) Rule #1: Don’t Be Afraid Of “Nos”(00:09:04) Rule #2: Measure the Activity, Not the Result (00:12:16) Rule #3: Disqualify Prospects as Fast as PossibleCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
Being a great salesperson doesn't automatically make you a great CEO. The industry is filled with agencies great at bringing in business, but lacking the foundational systems and leadership to truly scale. This leads to frustrating plateaus and missed opportunities.In this episode, my guest Dan Meylan, who's started, bought, and sold multiple agencies, lays out the scaling blueprint that guarantees your agency can grow effectively. We dive deep into the critical difference between selling insurance and running a business, exploring Dan's "Core Competency Matrix”, the nine essential pillars every owner must master. This isn't just theory; it's a practical guide to building the robust systems, strategic planning, and intentional leadership that transforms a successful agency into a significant, truly scalable enterprise. Learn how to stop being just a great salesperson and start being the CEO your agency needs to reach its full potential.Check out the Core Competency Matrix: https://drive.google.com/file/d/1ATuL-ufDikA5fsHsUSMEbOOGM3ZSANJ1/view?usp=sharingAnd the Survivor-Successful-Significant Slide: https://docs.google.com/presentation/d/1AvQ_4X5MXrYjEPfkZ2acMquf9J0-oOWB/edit?usp=sharing&ouid=103097408500051405818&rtpof=true&sd=true▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) How to Guarantee Your Insurance Agency Scales, with Dan Meylan(00:02:02) Selling vs. Scaling: The Two Different Skill Sets (00:05:53) Forged in the Trenches: A Journey in Agency Building (00:16:38) The Scaling Path: From Survivor to Successful to Significant (00:18:44) The Leadership Sacrifice Required for Scale (00:22:24) The Scaling Trap: Why Chasing Short-Term Profit Kills Growth (00:25:48) The 9 Core Competencies (00:29:46) The 20-Year Vision: The Mindset Required for True ScaleCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
The insurance industry is addicted to "realistic" sales goals. We set safe, comfortable targets that we know we can hit, which feels like smart planning but is actually a blueprint for stagnation. This approach guarantees you stay in your comfort zone and never unlock your team's true potential, leaving massive growth on the table year after year.I'm not just telling you to aim higher; I'm challenging you to set a goal so big it forces you to break your entire model. In this episode, I break down the real power of setting "impossible" sales goals. We'll get into why the simple exercise of doubling your sales goal forces you to eliminate distractions, simplify your focus, and have strategic conversations you've been avoiding. This is the playbook for using an impossible goal to unlock a completely new level of growth.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) The Power Of Setting “Impossible” Sales Goals(00:00:42) Too Many Agencies Are Setting Lazy Sales Goals(00:02:09) The Question That Changes Everything: "What if You Doubled It?" (00:09:26) The Blueprint To ScaleCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
I recently took a small group of elite producers into the Northwoods to prove there's a better way to get together than the typical insurance conference. In this raw, roundtable conversation we recorded on-site, they share the biggest lessons they learned from two days of stripping away the noise and focusing on what actually moves the needle. We get into the power of shared struggle, the non-negotiable health habits of high-performers, and the value-driven decisions that separate them from the rest of the industry. This is what real growth looks like.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Elite Producers Share Their Biggest Lessons At The Northwoods Retreat (00:06:45) A Metaphor for Life: The Power of a "Swim Sherpa" (00:11:38) The Real Health Hacks of Top Producers (00:15:45) The Playbook For Building Your Brand (00:17:19) How to Build Real Connections in a Surface-Level IndustryCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
I was tired of the broken industry conference model: the fire hose of information, the unhealthy food, and the complete lack of focus on real growth. So I decided to create something different: a private, two-day "unconference" retreat for a small group of top-performing advisors. I wanted to see what happens when you strip away the noise and focus only on what truly moves the needle for success.The results were more powerful than I imagined and reshaped my own definition of what it takes to win. In this episode, I'm sharing the three pivotal lessons I learned from watching these advisors in action. We get into why their health is their biggest business asset, how they constantly raise their own standards, and why their willingness to share their playbook is their ultimate advantage. This isn't just a recap; it's what I learned about building a more sustainable and powerful career.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) Why I Created the "Unconference" Retreat (00:05:38) Putting Top Advisors to the Test (00:11:56) Lesson 1: The Importance of Health(00:14:10) Lesson 2: Raise Your Standards For Yourself(00:15:41) Lesson 3: Share Your PlaybookCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
The traditional sales playbook was written for extroverts. It tells you to work the room, dial for dollars, and constantly be "out there”, which is a model that drains introverts and forces them to play a game they're not built for. The biggest lie in this industry is that to succeed as an introvert, you have to fake being someone you're not.As an introvert who has built a successful business, I'm here to tell you there's a better way. In this episode, I break down the blueprint for creating an inbound lead system that brings prospects directly to you. We get into why content creation on platforms like LinkedIn isn't a weakness for introverts; it's their ultimate advantage. This is the playbook for winning on your own terms, without ever having to be the loudest person in the room.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) How Introverts Can Dominate Sales(00:00:34) A Sales Blueprint for Introverts (00:05:55) How to Make Prospects Come to You (00:09:00) Leveraging Your Knowledge as Your Best Sales Tool(00:12:32) Your Excuses Are Over: A Challenge to Start Creating Content CONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
Back in 2014, I was at a crossroads that every consultant hits: I knew the traditional way of selling benefits was broken, but I didn't have the playbook to build something better. It's a place where you feel stuck, forced to sell the "least bad" option from a carrier while managing the inevitable rate hikes for your clients.Then I read a book that changed the entire trajectory of my career, and this week, I'm sitting down with the man who wrote it. My guest, Dave Chase, is the architect of the Health Rosetta—the blueprint that gives advisors the tools to stop managing symptoms and start fixing the problem. This episode isn't just theory; it's the practical, step-by-step plan that transformed my business and can do the same for yours.Here’s the registration link for Rosetta Fest: https://rosettafest.org/#sec10▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) The Blueprint for Fixing American Healthcare with Dave Chase(00:00:46) The "Why": From Personal Tragedy to a National Movement (00:09:46) The Generational Shift Forcing the System to Change (00:21:48) The Blueprint in Action(00:25:08) More Than a Broker, a Life-Changing Advisor (00:30:00) The Open-Source Playbook to Change an Entire Industry (00:39:54) How to Implement Real Change Without Creating ChaosCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
The insurance industry is full of brokers who talk about innovation but still push the same tired, carrier-first products. My guest this week, Wes Spencer, doesn't just talk—he builds. After starting his career at Federated Insurance, he knew there had to be a better way than the restrictive models offered by traditional agencies.That mission became deeply personal after a nurse pulled him aside in a hospital and told him, "I wouldn't have that procedure done here" for his own daughter. Wes realized that if he, an industry insider, struggled to navigate the system, what chance did anyone else have? Instead of looking for a solution, he and his team at Sympl Benefits built one from the ground up. This episode is the story of how a broken system and a father's fight led to a new blueprint for benefits.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) Leaving the Traditional Agency Model Behind, with Wes Spencer(00:22:31) Making Sure Incentives Are Aligned(00:25:59) How Can We Get Members To Navigate Healthcare Effectively?(00:31:49) Value of Healthcare Middlemen in Industry(00:39:14) Wes’s Personal Experience With HealthcareCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
If your primary prospecting strategy is to make as many cold calls as possible, you're building your business on a foundation that's cracking. The belief that more dials equal more dollars is pretty outdated in 2025, and that keeps producers stuck in a frustrating, dead-end grind.I'm not just here to tell you what's broken; I'm giving you the blueprint to fix it. In this episode, I break down my "Attention Blueprint"—the step-by-step system for defining your personal brand, locking in on your ideal clients, and using modern channels to have prospects coming directly to you. Your excuses for not building a real brand are officially over. This is your chance to build a lead-generating machine while everyone else is still getting hung up on.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) How To Grow Your Sales Without Cold Calling(00:08:03) Standing Out On Social Media(00:13:55) The Attention BlueprintCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
If you think you need a specific resume or 20 years of experience to succeed in this industry, you are flat-out wrong. The belief that there's only one path to the top is an excuse that can sometimes producers stuck.On this episode, I'm joined by Ragan Edwards, and her story is the blueprint for anyone who feels like an outsider. After 10 years as a stay-at-home mom, she jumped into commercial insurance with no prior industry experience, and she’s become a top producer. We break down how she used her skills she learned as a mom to create a competitive advantage, how she navigates a male-dominated industry by refusing to be anyone but herself, and how a deeply personal "why" fuels her resilience. If you've ever felt like an imposter or that your background is a disadvantage, this is your chance to see how a real producer is building a business on her own terms while others just stick to the old playbook.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) Ragan Edwards: From Stay-at-Home Mom to Commercial Insurance Powerhouse(00:03:10) What Ragan learned from being a mom(00:07:42) Navigating a career restart(00:16:09) Being a woman in healthcare(00:23:47) Why finding a niche was so key for Ragan(00:27:01) Overcoming imposter syndromeCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/




