Let’s be real — in 2024, if someone can’t find you online, they won’t trust you.In this episode, Ryan, Grant, and Ashton get real about what your social media, Google results, and personal brand say about you — and why every insurance agent needs to get serious about looking credible online.They break down:✅ What your Facebook and LinkedIn pages should actually show✅ Why clients and agents Google you before they trust you✅ How to clean up your profile without losing your personality✅ The reviews, links, and landing pages that build instant credibility✅ The easiest way to build your brand — even if you're not techy🎧 Whether you’re looking to land more appointments or attract your next rockstar recruit — this episode gives you the exact playbook.Timestamps00:00 – Intro02:10 – Why your online presence matters06:25 – What NOT to post on social media10:00 – How to build credibility online14:40 – Tools and links that make you look professional21:00 – Final tips on branding and recruiting
You built rapport. Now what?This is where most agents get stuck — transitioning from small talk to the real convo without making it weird.In this episode, the guys break down the 4 transitions that matter most in every sales call:👉 From rapport to the reason you’re there👉 From conversation to pricing👉 From numbers to close👉 From “here’s the offer” to “let’s get it done”⏱️ Timestamps:00:00 – Intro03:00 – From rapport to the sales convo08:10 – Pivoting into price14:30 – Presenting numbers20:25 – Moving into the close28:45 – Final thoughtsSimple shifts that keep you in control — and get the app.🎧 Listen now. Master this, and your close rate changes fast.
Everyone remembers their first day in the field… but not everyone survives that first year.In this episode, Grant, Ashton, and Ryan look back at the mistakes, missed opportunities, and key habits that helped them survive (and scale) during their rookie year in insurance sales.This one’s for new agents — or seasoned agents who need a reset.You’ll learn:✅ What they wish they had done sooner (and what they regret doing at all)✅ How to cut your learning curve in half with one habit✅ Why activity beats skill when you’re just getting started✅ How to actually use your mentor's time — and get better results from it✅ How to stay in the game long enough to win🎧 Listen now — and start building a career you won’t have to recover from.
Everyone wants work-life balance — especially in insurance. But what does it actually take to get there?In this episode, Ryan, Grant, and Ashton break down the truth behind what “balance” looks like at different stages in your insurance career — from brand-new agent to full-time builder.They cover:✅ Why the balance you want starts with intentional imbalance✅ How to structure your day, your team, and your systems for long-term freedom✅ The real mindset shift that separates struggling agents from scaling leaders✅ What “seasons” of hustle look like — and how long they should last✅ How to define work-life balance on your own termsWhether you’re producing, building, or trying to do both — this episode will help you finally stop spinning and start building a career that works with your life (not against it).🎧 Listen now — and let’s talk about how to build income, control your time, and actually enjoy your life.
Let’s talk about the part of agency growth most leaders don’t plan for: conflict, coaching, and chaos.In this episode, Ryan and Grant dive deep into the real mindset and tools required to lead a growing team — from navigating difficult personalities, to knowing when to bring challenge, and how to avoid micromanaging yourself into burnout.They cover:🔥 Handling Conflict as a Leader🧠 Coaching With Support & Challenge💼 Time, ROI, and Staying ProfitableTimestamps:00:00 – Why conflict is part of leadership03:00 – Getting sucked into drama vs. leading through it06:00 – Emotional immaturity and the source of most issues08:00 – When to step in vs. when to step back11:30 – The Support-Challenge Matrix explained13:30 – Coaching vs. coddling: finding the middle ground17:00 – Domination vs. Liberation leadership styles20:30 – How to hold people accountable to their goals26:00 – The $200/hour rule: who deserves your time?28:30 – Why many agency owners are “broke with a team”30:00 – ROI conversations vs. wasted management34:00 – Using the productivity pyramid to stay focusedWhether you’re just building your first downline or managing a full agency, this episode gives you real, raw leadership tools that’ll keep your business (and your sanity) intact.🎧 Listen now — and learn how to coach agents with accountability, empathy, and ROI in mind.
Whether it's an appointment setter, or a new agent, we broke down the qualifications, and character that we look for all in this brand spanking new episode.
What separates a 3-app day from a 7-app day? Structure, professionalism, and confidence.In this episode, our guests Josh Manzano, and Chris Clark, break down exactly how top producers run appointments that convert. From building trust in the first 7 seconds to overcoming the most common new agent pitfalls, this episode is a masterclass in running clean, repeatable systems that lead to consistent sales.Timestamps:00:00 – Why “Here’s my license” is the wrong opener01:32 – How Josh & Chris open a high-trust appointment05:15 – Why most new agents practice on clients (and lose sales)09:00 – Building credibility through structure11:10 – The “Curiosity, Care, Candor” framework13:45 – What to say to set a clear agenda16:30 – What advanced agents look for during a fact-finder18:40 – The death of ego: stop trying to sell like a leaderboard monster21:15 – Why agents lose sales by over-explaining25:05 – How to involve the spouse (the real decision-maker)27:30 – Silence is a closing tool: The illusion of control🔗 📘 The 5 Voices by Jeremie Kubicek & Steve Cockram - https://www.amazon.com/Voices-Communicate-Effectively-Everyone-Lead/dp/1119111099Our Facebook: https://www.facebook.com/profile.php?id=100077592465120Our Insta: https://www.instagram.com/howtosellinsurancepod/
Let's talk about something many agents struggle with but don't talk about — financial struggle. Maybe you're still struggling financially but not necessarily because you're bad at selling, but because you don’t know how to manage your income. In this episode, we break down exactly how to stop living paycheck to paycheck, structure your finances like a real business, and build long-term wealth in the industry.⏳ Timestamps:00:00 - Intro: Why most agents struggle financially03:12 - The biggest money mistake agents make07:45 - Treating commissions like business revenue12:30 - The 3-account system for managing income18:10 - How much to reinvest vs. pay yourself22:45 - The difference between top earners and struggling agents28:30 - Smart ways to spend your commissions35:00 - The secret to building long-term financial stability🔔 Subscribe for more tips on sales, branding, and financial growth!LINKSProfit First BookIrregular Income Budgeting PDFOur Facebook
Your online presence matters more than ever! Whether you're selling insurance or growing an agency, branding yourself properly can make or break your success. In this episode, we cover:✅ Why clients and agents Google you before working with you✅ How to make your social media work FOR you, not against you✅ The biggest branding mistakes that drive people away✅ Easy, free ways to build credibility and trust onlineIf you're serious about growing your business, this episode is a must-listen! 🎧 TIMESTAMPS:0:00 – Why Branding Matters in Insurance Sales2:10 – Are Clients Looking You Up? (YES!)5:45 – The Importance of a Professional Online Presence9:30 – Social Media Mistakes That Repel Clients and Agents13:15 – How to Use Google My Business for Instant Credibility16:45 – Why You Need Online Reviews (and How to Get Them)20:30 – Building a Personal Brand That Attracts Success24:10 – How to Recruit Agents Through Branding27:30 – Taking Action🎧 Available now on YouTube, and all major platforms!LINKSCheck out Advisor Verified here.Check out Jumpstart Go hereOur Facebook Our Insta
In this episode, Andrew Jimenez shares the leadership strategies that helped him turn new agents into top producers. Learn how to coach effectively, build systems that scale, and create a winning sales culture.🎯 Key Takeaways: How to coach agents for consistent performance. The systems that drive sales success. Why accountability is key to growth.🎧 Available now on Spotify, YouTube, and more!📌 TIMESTAMPS:00:00 Introduction02:15 Andrew’s Journey in Sales05:30 How to Coach New Agents Effectively08:20 The Systems Behind Scaling Production12:00 Biggest Mistakes Leaders Make with New Agents15:45 Creating a Winning Sales Culture19:10 The Power of Accountability in SalesLINKSFollow Andrew hereOur FacebookOur Insta
In this episode, Ryan Miller shares the leadership strategies and cultural principles that helped him build a multi-million dollar agency. From embracing vulnerability to developing leaders within his team, Ryan provides a roadmap for agents and builders looking to scale their businesses while fostering a positive and empowering environment.🎯 Topics Covered:- How to create a winning culture in your agency.- The importance of meeting agents where they are.- How vulnerability connects leaders and teams.- Identifying and investing in the right people for growth.About Ryan Miller:Ryan Miller is the leader of the Ryan Miller Master Agency, a multi-million-dollar agency that consistently produces at high levels. With nearly a decade of experience in the insurance industry, Ryan is known for his focus on leadership, culture, and personal development.📌 TIMESTAMPS:00:00 Introduction02:10 The Power of Vulnerability in Leadership06:30 The Wolf Pack Mentality: Leading from the Back12:45 How to Identify the Right People to Invest In18:00 Balancing Accountability with Empowerment24:00 Why Fun Is a Non-Negotiable in LeadershipLINKSFollow RyanhereOurFacebookOurInsta 🎧 Available now on Spotify, YouTube, and all major platforms!
In this episode, Dylan Crane reveals his secrets to scaling production and achieving$178K in just one month. From mastering the basics to embracing coaching, Dylan’s approach is one every agent can learn from.🎯Key Takeaways:Train, roleplay, and refine your skills daily.Use persistence and hard work to overcome challenges.Invest in the right tools and systems to scale production.🎧 Available now on Spotify, YouTube, and more!📌TIMESTAMPS:00:00 Introduction02:10 Dylan’s Journey from Basketball to Insurance06:30 Training, Coaching & Roleplaying for Success12:45 How to Overcome Aged Leads18:00 The Role of Persistence and Hard Work24:00 Tools & Systems to Scale ProductionLINKSFollow DylanhereOurFacebookOurInsta
In this episode, Edward Prichett shares his blueprint for scaling an insurance agency to $50M+. Learn how to lead effectively, build scalable systems, and transition from self-employed to a true business owner.🎯 Key Takeaways: Why conferences and networking matter. How to manage production and team building simultaneously. The systems and education needed to scale your agency.🎧 Available now on Spotify, YouTube, and all other streaming platforms!📌 TIMESTAMPS:00:00 Introduction02:10 Why Conferences Are Key06:40 Balancing Production & Leadership12:30 Building Scalable Systems18:30 Becoming a True Business Owner22:10 Final Advice for Scaling
In this episode, Alek Mires explains how the Support-Challenge Matrix can transform your leadership approach in sales and team-building. Learn how balancing support and challenge helps you develop leaders, overcome obstacles, and empower both agents and clients.🎯 Key Takeaways: What is the Support-Challenge Matrix? Why support alone doesn’t work—and neither does constant challenge. How to liberate your agents and clients with this tool.About Alek Mires:Alek Mires is a million-dollar agency leader who specializes in balancing empathy with accountability to achieve exceptional results.🎧 Available now on Spotify, YouTube, and all major platforms!📌 TIMESTAMPS:00:00 Introduction02:15 What Is the Support-Challenge Matrix?06:40 Alek’s Journey with the Matrix12:10 Balancing Support and Challenge17:20 Using the Matrix to Build Leaders23:10 Applying the Matrix in Sales28:45 Tips for Effective LeadershipLinks:Follow Alek here:https://www.facebook.com/alek.miresOur Socials:YoutubeFacebookInstagramWebsite
Starting a career in insurance? The first 90 days are crucial for your success. In this episode of the How to Sell Insurance Podcast, we break down the essential habits, strategies, and mindset shifts every new agent needs to thrive.🎯 Topics Covered:Why you need a business owner mindset.Building a disciplined schedule that works.The importance of consistent lead investment.Learning through failure and asking for help.We share practical tips and success stories, including how one agent wrote $100K in just two months! Whether you're new to the industry or need to reset your foundation, this episode will set you up for success.📌 TIMESTAMPS:00:00 Introduction02:20 Adopting a Business Mindset06:45 Building a Workable Schedule11:30 Consistency with Leads16:15 Importance of Skill Building20:50 Learning Through Failure25:30 Success Stories and LessonsLinks:Youtube - https://www.youtube.com/@howtosellinsuranceInstagram - https://www.instagram.com/howtosellinsurancepod/?hl=enFacebook -https://www.facebook.com/profile.php?id=100077592465120Website -https://writemoreapps.com/
In this episode, we dive into the strategies behind a game-changing script for digital leads. Grant Lieber and the team reveal how this approach helps agents: Close faster. Reduce cancellations. Build stronger client relationships. Discover why digital leads are the future of insurance sales and how to maximize ROI on your time and investment. 🎧 Listen now on Spotify, YouTube, or your favorite podcast platform! 📌 TIMESTAMPS: 00:00 Introduction 02:10 Why Create a New Script? 05:40 Key Elements of the Script 10:15 Building Value Quickly 14:30 Improving Close Ratios 18:50 Reducing Cancellations 22:10 Embracing the Digital Shift 27:00 Tips for New Agents
Holidays can feel like a challenging time to connect with clients—but they don’t have to be! In this episode, we share strategies to maximize appointments and sales during Thanksgiving, Christmas, and beyond. Learn how to overcome client excuses, leverage the power of suggestion, and even use the holidays to grow your warm market. Timestamps: 0:00 – Intro 2:10 – Have You Earned Time Off? 6:45 – Work-Life Balance 10:30 – The Power of Suggestion 14:15 – Overcoming “Call Me After the Holidays” Objections 18:00 – Why Holidays Are Prime Selling Opportunities 22:30 – Leveraging Warm Markets 26:00 – The ROI of Personal Touches
We explored how storytelling can transform your insurance sales strategy. Discover the importance of third-party stories, when to share them, and how they can drive urgency, overcome objections, and even generate referrals.Key Takeaways:- Why stories are more powerful than facts.- Tips for building your own "story library."- Examples of real-life stories that drive results.Whether you’re a seasoned agent or just starting out, this episode will teach you how to connect with clients and close more sales through storytelling.🎧 Also available on podcast streaming platforms like Spotify and more.📌 TIMESTAMPS:00:00 Introduction01:40 What Are Stories?05:15 Stories vs. Facts08:30 Overcoming Objections12:10 Driving Urgency15:50 Building a Story Library19:20 Getting More Referrals22:45 Final Tips
In this episode, the hosts welcome back leadership coach Brian Williamson to explore how coaching can be a game-changer for insurance professionals. Brian shares insights from his eclectic career, which spans the Marine Corps, nonprofit leadership, startups, consulting, and his current role as Chief Leadership Development Officer at Quility. With a PhD in organizational leadership, Brian has a passion for applying the science of positive leadership to help leaders confidently know who they are (identity), where they are (maturity), what they need (competency), and how to get there (strategy). Join us to learn how coaching can help you break through personal and professional ceilings, lead effectively, and find the right guidance for your needs. Whether you're self-employed, building an agency, or managing a team, this episode is packed with valuable insights and practical advice. TIMESTAMPS: 00:00 Introduction 02:30 When to Seek Coaching 06:10 Brian’s Journey 09:45 Coaching vs Consulting 13:20 Leadership Pipeline 17:10 Corporate Leadership 21:30 Multiplying Leaders 25:20 Finding a Coach 29:15 Coaching Tools 34:00 Conclusion Follow Bryan Williamson here: https://www.facebook.com/drbrianwilliamson
In this episode, we dive into real strategies for overcoming common appointment objections. From handling the classic "I need to think about it" to getting the spouse onboard, we cover how to prepare for objections before they even arise. Whether you're new to the industry or a seasoned agent, these tips can help you close more effectively.Timestamps:0:00 – Intro1:30 – Best Time to Overcome Objections4:20 – Removing Client Objections with a Master Presentation8:10 – The Boomerang Technique12:30 – Preparing for "Think About It" Objections15:45 – Negotiating Budget Concerns19:20 – Handling "One-Legger" Appointments22:10 – Getting Clients to Feel Comfortable Sharing Personal Info25:55 – Diffusing and Clarifying Objections
Mohsin Majestic
Selling insurance is all about trust and understanding clients' needs. Build relationships, highlight benefits, and keep it simple. A strong online presence also helps! Cordon Seguros offers expert insurance solutions, making it easier to connect with customers and provide the best coverage. Sell with confidence and care! Learn more at https://cordonseguros.es/