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The Max Revenue Show

Author: Max Revenue

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Never take advice from someone who inherited their book from daddy. Listen to this podcast instead. Every week Trey Shields and Micah Salas talk prospecting, sales, and productivity for growth-minded Producers building their book from scratch.
125 Episodes
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In this episode, Micah answers your DMs.What we're covering:→ How to pre-qualify prospects → Cold calling that actually works→ The follow-up cadence that separates top producers→ Why most people quit right before it starts working→ When to expand your niche without losing your edgeTimestamps:03:09 Listener Q&A Introduction06:10 Pre-Qualifying Prospects in Insurance08:47 Cold Calling Strategies and Best Practices12:05 Sales Cadence and Follow-Up Techniques16:00 Transitioning to Cold Calling18:55 Mindset and Simplifying Cold Calls21:58 Expanding Your Niche and Territory28:00 Final Thoughts and Closing Remarkss...📈 Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/page/playbook🕹️ Free Trial of Producer Games:https://www.playproducergames.com/
In this episode of Last Week in Insurance, Trey and Micah break down what's actually happening in the insurance world without boring you to tears.We're diving into the M&A feeding frenzy (including some hostile takeovers that got spicy), why commercial insurance pricing is finally acting normal again, California's latest regulatory drama, and OSHA deciding they're done playing nice with enforcement.If you're a producer who wants to sound smart at the next agency meeting or just needs to know what's coming so you're not blindsided—this is for you. The industry moves fast. We help you keep up without the boring parts.
In this episode Micah discusses the pressures that come with relying on a few deals, the importance of maintaining a consistent prospecting strategy, and the need for tracking and accountability in sales activities. ...📈 Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/page/playbook🕹️ Free Trial of Producer Games:https://www.playproducergames.com/
In this episode, Micah breaks down the REAL story behind how he won a mid-market account even though he was 25% higher than the imcumbent agent.If you're a commercial insurance producer and you keep losing deals to “cheaper agents,” this episode is going to change how you sell forever....📈 Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/page/playbook
Hitting $1M is one game. Writing your next million? Different sport entirely.In this episode, Micah shares the 5 things top producers do differently once they hit seven figures, and what's changing in his own process right now to get to the next level....📈 Insurance XdateGenerate Leads. Win New Biz.⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/page/playbook
In this episode, Micah explains how he took a skeptical prospect from “We love our agent” to “We’d be dumb not to do this" and how you can too.If you're a new or stuck insurance broker tired of blindly quoting or getting nowhere with your BOR pitch, this episodes for you....📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠📒 Grab Our Producer Playbook:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/page/playbook
In this episode, Micah breaks down a practical path to coverage mastery: smart designations, how to use AI as a learning accelerant, and why nothing replaces live reps from real prospects. We also share Micah’s weekly outbound numbers and a funny data-fail story that still turned into a warm opportunity....📈 Insurance XdateGenerate Leads. Win New Biz.⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/page/playbook
In this episode, Micah dives deep into all things submissions:- Why every agency does it differently (and how to adapt)- The biggest dos and don’ts that make or break your underwriting relationships- How to package risk like a pro so carriers actually want your business- Real-life submission horror stories and what you can learn from themWhether you’re new to production or writing $1M+ in revenue, this episode will show you how to stand out in the inbox, and turn sloppy submissions into bound accounts....This video is brought to you by:📈 Insurance XdateGenerateLeads. Win New Biz.⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com⁠⁠⁠⁠⁠⁠Resources 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/page/playbook
In this episode, Micah breaks down his pre-game routine. And it's not:- Over-prepping accounts- Rewriting scripts over and over- “Getting in the zone” with hype videosIf you’ve ever found yourself busy but not moving the needle, this is for you....This video is brought to you by:📈 Insurance XdateGenerateLeads. Win New Biz.⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com⁠⁠⁠⁠⁠⁠Resources 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/page/playbook
In this episode, Micah breaks down a real message from a new producer named Bob, just five months into the game and already hitting roadblocks.Bob’s frustrated, doing all the “right” things:30–40 calls a dayTargeting $15K+ accountsFollowing up diligentlyEven sending handwritten notesBut the results aren’t showing up yet. Sound familiar?This episode is packed with real-world coaching, mindset shifts, and practical tactics for producers who are still finding their rhythm.If you’ve ever felt stuck, overwhelmed, or unsure whether you’re on the right track — this one’s for you....This video is brought to you by:📈 Insurance XdateGenerateLeads. Win New Biz.⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com⁠⁠⁠⁠⁠⁠Resources 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/page/playbook
Ever try to educate a prospect on a better way to buy insurance and end up sounding like a know-it-all?Yeah… we’ve all been that guy without meaning to.In this episode, we break down how to teach prospects about insurance without being a tool — so you come across as the trusted guide, not the condescending expert.Whether you’re selling construction, trucking, or benefits — this one will help you educate, not alienate.This video is brought to you by:📈 Insurance XdateGenerate Leads. Win New Biz.⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com⁠⁠⁠⁠⁠⁠Resources Mentioned:⁠📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/pa...⁠⁠⁠⁠⁠⁠🔥 Subscribe to the Max Revenue Show for weekly episodes on how to grow your book, dominate cold outbound, and build a seven-figure career in commercial insurance.
In this episode, Micah pulls back the curtain on one of the biggest moves of his career: leaving a large national agency and starting over from scratch.Four years later, he shares the hard-won lessons, the doubts, the setbacks, and the breakthroughs that came with making the leap.If you’re debating whether to change agencies, wondering if size and brand matter, or curious how to rebuild after walking away from a big book—this episode gives you the unfiltered truth.This video is brought to you by:📈 Insurance XdateGenerate Leads. Win New Biz.⁠⁠⁠⁠⁠https://www.insurancexdate.com⁠⁠⁠⁠⁠Resources Mentioned:⁠📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/pa...⁠⁠⁠⁠⁠🔥 Subscribe to the Max Revenue Show for weekly episodes on how to grow your book, dominate cold outbound, and build a seven-figure career in commercial insurance.
This video is brought to you by:📈 Insurance XdateGenerate Leads. Win New Biz.⁠⁠⁠⁠https://www.insurancexdate.com⁠⁠⁠⁠Resources Mentioned:⁠📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/pa...⁠⁠⁠⁠🔥 Subscribe to the Max Revenue Show for weekly episodes on how to grow your book, dominate cold outbound, and build a seven-figure career in commercial insurance.
In this episode, Micah unpacks the 3 biggest mistakes rookie producers make. And more importantly, what to do instead.If you’re just starting out in commercial insurance or have new producers in your office you're mentoring, this is for you....This video is brought to you by:📈 Insurance XdateGenerate Leads. Win New Biz.⁠⁠⁠https://www.insurancexdate.com⁠⁠⁠Resources Mentioned:⁠📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/pa...⁠⁠⁠🔥 Subscribe to the Max Revenue Show for weekly episodes on how to grow your book, dominate cold outbound, and build a seven-figure career in commercial insurance.
In this episode, Micah and Trey break down the timeless principles of how to not be a jackass.Because in ProducerLand, success isn’t about the lowest quote or the fastest follow-up. Deals tend to flow toward the producer people actually like.Whether you’re brand new to commercial insurance or a seasoned vet, this episode will walk you through how to become more approachable, trustworthy, and magnetic in your day-to-day interactions so you can open more doors, build better relationships, and win more deals....This video is brought to you by:📈 Insurance XdateGenerate Leads. Win New Biz.⁠⁠⁠https://www.insurancexdate.com⁠⁠⁠Resources Mentioned:⁠📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/pa...⁠⁠⁠🔥 Subscribe to the Max Revenue Show for weekly episodes on how to grow your book, dominate cold outbound, and build a seven-figure career in commercial insurance.
In this episode, Micah breaks down 5 keys to effective follow up.In ProducerLand, deals don’t usually go to the first producer to make a call. They go to the one who sticks around long enough to create trust, demonstrate value, and reach the right person.Whether you’re a new commercial insurance producer or an old dawg, this episode will show you how to strategically, thoughtfully, and persistently follow up with prospects so you can get more at bats and win more deals. ...This video is brought to you by:📈 Insurance XdateGenerate Leads. Win New Biz.⁠⁠https://www.insurancexdate.com⁠⁠Resources Mentioned:⁠📬Sign up for The Max Revenue Letter:⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠📒 Grab The Producer Playbook:⁠⁠⁠https://maxrevenuegroup.kartra.com/pa...⁠⁠🔥 Subscribe to the Max Revenue Show for weekly episodes on how to grow your book, dominate cold outbound, and build a seven-figure career in commercial insurance.
In this episode, Micah breaks down the unsexy truth behind retention.Winning a new deal is only half the battle. The real money is made when you master renewals and keep clients happy for years to come.Whether you’re a new commercial insurance producer or an old dawg, this episode will show you how to build loyalty that lasts decades....This video is brought to you by:📈 Insurance XdateGenerate Leads. Win New Biz.⁠https://www.insurancexdate.com⁠Resources Mentioned:⁠📬Sign up for The Max Revenue Letter:⁠⁠https://maxrevenuegroup.com/subscribe⁠📒 Grab The Producer Playbook:⁠⁠https://maxrevenuegroup.kartra.com/pa...⁠🔥 Subscribe to the Max Revenue Show for weekly episodes on how to grow your book, dominate cold outbound, and build a seven-figure career in commercial insurance.
In this episode of the Max Revenue Show, Micah breaks down the exact plan he used to help a brand-new producer write over $100,000 in revenue in his first year without experience, connections, or a pipeline.You’ll learn:✅ How to pick the right niche (and why generalists struggle)✅ Why 40 cold calls a day is the magic number✅ What to say on the phone to start real conversations✅ How to pitch due diligence instead of quoting✅ The secret to referral partners who actually send business✅ Why boring consistency beats flashy tactics every time...This video is brought to you by:📈 Insurance XdateGenerate Leads. Win New Biz.https://www.insurancexdate.com...Resources Mentioned:⁠📬 Sign up for The Max Revenue Letter:⁠https://maxrevenuegroup.com/subscribe📒 Grab The Producer Playbook:https://maxrevenuegroup.kartra.com/page/playbook
In this episode, Micah and Trey tackle one of the biggest problems producers face: plateauing.Whether it’s boredom, burnout, or bottlenecks in your book… we break down the mental, strategic, and tactical levers you can pull to finally break through.....This video is brought to you by:📈 Insurance XdateGenerate Leads. Win New Biz.https://www.insurancexdate.comResources Mentioned:⁠📬Sign up for The Max Revenue Letter:⁠https://maxrevenuegroup.com/subscribe📒 Grab The Producer Playbook:⁠https://maxrevenuegroup.kartra.com/pa...🔥 Subscribe to the Max Revenue Show for weekly episodes on how to grow your book, dominate cold outbound, and build a seven-figure career in commercial insurance.
In this episode, Trey and Micah break down what nobody tells you about the early years as a commercial insurance producer. Based on a real DM from a 22-year-old new to the game, they share personal war stories, hard truths, and a few spicy takes about what it really looks like to build your book from scratch.If you're in your first few years—or coaching someone who is—this is the brutally honest real talk you wish you had on Day 1....This video is brought to you by:📈 Insurance XdateGenerate Leads. Win New Biz.https://www.insurancexdate.com...Resources Mentioned:⁠📬 Sign up for The Max Revenue Letter:⁠https://maxrevenuegroup.com/subscribe📒 Grab The Producer Playbook:⁠https://maxrevenuegroup.kartra.com/page/playbook
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