The Insurance Dudes©
by The Insurance Dudes: Craig Pretzinger and Jason Feltman
The Insurance Dudes Podcast — hosted by Craig Pretzinger and Jason Feltman — is a leading podcast for P&C insurance agency owners focused on agency growth, selling more policies, producer systems, recruiting, automation, and agency owner execution.
Episodes
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It’s Not the Leads. It’s You.
Shoot Us A Message! Fix your agency lead conversion by replacing random marketing tactics with a repeatable outbound system. We break down why chasing new lead sources fails without a consistent conversion process. This episode covers lead generation, outbound dialing workflows, and the metrics…
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Giving Up Before Dial 21? You’re Leaving Sales on the Table | Nima Hakimi of Convoso
Shoot Us A Message! Improve your insurance lead contact rates by understanding contact rate math and speed-to-lead benchmarks. We sit down with Nima Hakimi, CEO and Co-Founder of Convoso, to break down the reality of outbound dialing and why reaching leads on the 21st attempt burns budget and…
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Surviving a 60% Rate Hike as a Brand-New Agent with Kathy Hitchcock
Shoot Us A Message! How to protect your P&C agency cash flow and survive sudden rate hikes when carrier underwriting guidelines tighten. Discover how to maintain agency growth, manage customer retention, and scale operations through hard market cycles. Kathy Hitchcock, agency owner of Hitchcock...
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Meaningful, Customized, Unexpected: Reciprocity That Wins Clients
Shoot Us A Message! Turn insurance prospect conversations into closed business with ethical persuasion and reciprocity. This episode covers how P&C agency owners can leverage behavioral science, active listening, and relationship-driven sales to improve closing rates and client retention. Author...
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Great Agencies Don’t Hire Salespeople, They Build Them
Shoot Us A Message! Hiring insurance producers who actually write premium comes down to building a repeatable training system rather than searching for a unicorn salesperson. In this episode, we break down why relying on experienced talent often leads to high turnover and bad sales habits inside...
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Why Most Agents Fail the Exam
Shoot Us A Message! How to help new insurance producers pass the licensing exam on their first attempt and reduce onboarding drop-off. Melissa, the Insurance Exam Queen joins us to break down why most candidates struggle with the insurance licensing exam and how agency owners can fix their...
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The Future of Insurance: Technology, Risk & Relationships
Shoot Us A Message! How P&C insurance agency owners can adapt to modern technology, evaluate emerging risk, and strengthen client retention to scale their business. In this episode, we discuss the changing landscape of insurance technology, managing risk profiles, and maintaining strong...
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From Wild Claims to Agency Success: Michelle O'Connor's Journey
Shoot Us A Message! Scale your P&C insurance agency by building repeatable operations, handling complex claims, and tightening your client acquisition process. In this episode, we sit down with agency owner Michelle O'Connor to break down the operational shifts required to build a sustainable…
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The 15-Minute Meeting That Changes Everything
Shoot Us A Message! Meetings: the overlooked habit that keeps an agency from falling apart This episode breaks down why daily meetings are the “glue” that keeps an insurance agency running smoothly. We explain how inconsistent check-ins create hidden problems, while short, focused meetings…
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$6 Million Non-Renewed - Then Everything Changed with Dan Kitajima
Shoot Us A Message! Struggling to stay profitable when carriers change the rules on you overnight? Dan Kitajima shares the brutal moment his captive agency lost $6 million of book in six months, right as he had just signed a $20,000-a-month office lease - and how that shock forced him to rethink...
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The Hiring Mistake That Costs Visionary CEOs Their Best People with Mandy Keene
Shoot Us A Message! Hiring for insurance agencies requires a specific strategy to avoid turnover and protect your company culture. This episode covers the common hiring mistakes that lead visionary CEOs to lose their best talent and how to implement better agency systems for long term retention....
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How $500 Became a 50-Employee Insurance Empire
Shoot Us A Message! Struggling to grow when your best move feels too risky to make? We discuss how to scale a P&C agency from scratch. The episode focuses on the transition from a small startup to a 50 employee operation by implementing specific outbound dialing processes and hiring the right...
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Why Your Agency Hiring Process Is Failing
Shoot Us A Message! Hiring Producers for P&C Agencies. In this episode, we discuss effective recruitment techniques for finding high performing talent in a competitive market. We break down the mechanics of role fit and how to screen for candidates who actually want to work. If you are looking to...
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Mastering the Insurance Sale: Six Stages to Success
Shoot Us A Message! How to close more P&C deals in 6 steps. In this episode, we break down the six stages of every successful insurance sale. We explain how to move prospects through the funnel using consistent outbound dialing and proven lead generation strategies. Mastering these stages is...
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Mastering Lead Generation: Six Steps to Insurance Agency Success with iDudes Mailbag
Shoot Us A Message! Are your marketing efforts leaking money without delivering the growth you need? This episode dives into the real, behind-the-scenes challenges of running successful lead campaigns and how to fix the leaky buckets draining your budget. You’ll learn the six crucial stages to...
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The Secret Sauce to Insurance Business Success with iDudes Mailbag
Shoot Us A Message! Think your agency has a lead problem? Most agencies aren’t losing sales because they bought the wrong leads, they’re losing because they’re not tracking the right numbers. In this episode, we break down the 3 metrics every P&C agency needs to scale with confidence: cost per...
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From Chaos to Order: The Insurance Journey of Andrew Engler
Shoot Us A Message! Most agencies aren’t losing growth because of price, they’re losing because of process. 👀 In this episode, we break down why the best P&C agencies win by building better systems, not just pushing harder. From producer accountability to closing more business, the real edge…
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How Hiring Mistakes Drain Your Agency's Profits with iDudes Mailbag
Shoot Us A Message! Are bad hires quietly draining your profits? We discovered how the true cost of a failed team member can skyrocket to $74,000 in just six months and why neglecting this is crushing your growth. You'll learn the concrete numbers behind hiring mistakes, the cascading effects of...
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How 1% Improvements Lead to 40X Growth with iDudes Mailbag
Shoot Us A Message! How to teach and train a sales team effectively depends on consistency and repetition rather than one-off training events. We answer a mailbag question about the best way to develop producers and ensure agency growth. The episode breaks down why daily meetings are the core of…
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How to Hire A Players in a Tight Market
Shoot Us A Message! Think your agency has a lead problem? Think again. In this high-energy episode, we reveal how top agencies are slicing through chaos by upgrading their talent game. Discover why ditching the bottom tier can triple productivity, how clear standards keep A players engaged, and…
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Unlocking Agency Growth: Fun, Authenticity, and Social Media Mastery with Nicholas Sakha
Shoot Us A Message! Struggling to scale your insurance agency without adding more chaos? Discover how embracing fun and authenticity can transform your business and life. In this fun episode, we sit down with Nicholas Sakha, a dynamic insurance agent from Las Vegas. We dive into the evolution of...
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The Future Agent: Winning with AI, Automation, and Digital Innovation
Shoot Us A Message! In this episode, we dive into the seismic shifts happening in the insurance world, led by industry veteran Justin Brock. From skyrocketing agency growth to the transformative power of AI, we uncover how agents can capitalize on these trends to scale faster and smarter. Justin...
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Mastering Contact Rates: How to Double Your Insurance Sales
Shoot Us A Message! Ready to eliminate the hidden problems slowing down your agency growth? In this episode, we delve into the challenges of lead generation, contact rates, and the impact of recent phone system changes on insurance sales. We explore practical solutions like managing phone…
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10% Lead Success? Here's What You're Missing
Shoot Us A Message! In this episode, we cut through the BS around lead generation and show you how elite agencies win regardless of lead quality by having the right systems, follow-up, and discipline. If you're tired of chasing bad leads or wasting money, this is the no-fluff strategy guide…
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Why 70% of Agency Turnover Is Emotional, Not Financial with IDudes Mailbag
Shoot Us A Message! Are high turnover and ineffective leadership draining your agency’s culture and momentum? In this no-fluff episode, we break down how emotional burnout, unclear expectations, and toxic environments are killing your growth and reveal proven strategies to fix it fast. You’ll...
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Why Your Team Isn’t Closing And How to Fix It with Rhiannon Ward
Shoot Us A Message! Rhiannon Ward, owner of Phipps Insurance Agency, is building more than just a business, she’s creating impact by giving back to her community through the Allstate Foundation Helping Hands grant. In this episode, we break down why most teams don’t fail because of people, they...
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Mastering Sales, Technology & Business Success with Michelle O’Connor
Shoot Us A Message! We had the pleasure of sitting down with Michelle O’Connor, a seasoned insurance professional with over 25 years of experience, to talk about the ins and outs of growing a successful business. From mastering follow-ups and building consistent sales processes to leveraging...
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The Skills No One Teaches, But Everyone Needs With Laurie Moroco
Shoot Us A Message! Laurie Moroco is a leadership coach and speaker who helps women build confidence, communicate powerfully, and make bold decisions, because extraordinary lives begin with the courage to take action. In this episode, we unpack the real skills behind successful communication,...
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What Drives Business Growth in the Real World With Bill Snow
Shoot Us A Message! Bill Snow, mergers & acquisitions professional and author of Mergers & Acquisitions For Dummies, shares practical insights on business, marketing, and deal-making. In this episode, we break down what really matters, why execution beats overthinking, how marketing is simply...
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Execution, Niches & AI in Business With Kirk Chester
Shoot Us A Message! We’re honored to sit down with Kirk Chester, Principal Broker at Grit Insurance Group. He shares practical insights on building and scaling a business. Specializing in blue-collar industries across multiple states, Kirk focuses on tailored solutions that help businesses manage...
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Building a High-Performance Team with Beau Vincent
Shoot Us A Message! Beau Vincent, an insurance agency owner, leadership coach, speaker, and host of ‘The Conviction of a Leader’ podcast, joins the conversation to share the leadership mindset behind building a high-performing business. After growing Vincent Family Insurance from 300 to nearly...
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The Modern Insurance Sales System: Cold Email, Data & Automation with Dean Bowen
Shoot Us A Message! In this episode, we sit down with Dean Bowen from Patriotic Insurance Group. He shares how he transitioned from blue-collar work into insurance and built a modern prospecting system using cold email, automation, and data. In this episode, he discusses producer development, why...
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Breaking Fear-Based Cultures in Business with Brendan Keegan
Shoot Us A Message! Brendan Keegan, a 6-time CEO and bestselling author known for scaling companies through transformational growth, shares insights on leadership, career development, and building resilient teams in a changing workplace. The conversation explores how mindset, presence, and...
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Finding And Keeping The Best Agents with IDudes Mailbag
Shoot Us A Message! How do you really know if someone will succeed as a producer before you hire them? In this Mailbag episode, we discuss the real traits that separate average producers from the ones who consistently perform, stay longer, and fit the culture. We dive into how DISC profiles,...
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From Hiring Nightmares to Hiring Heroes: The 5-Step Hiring System That Works with IDudes Mail Bag
Shoot Us A Message! Hiring doesn’t have to feel like a gamble. In this Mailbag episode, we break down a simple 5-step hiring framework designed to remove guesswork, reduce unknowns, and help you consistently find the right people faster. We walk through why paid traffic creates a predictable...
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Catastrophe Insurance, AI Reality & Underwriting Discipline with Terrence McLean
Shoot Us A Message! In this episode, we explore the real mechanics behind catastrophe insurance, how underwriting discipline, reinsurance strategy, pricing cycles, and regulatory constraints shape the market more than hype or headlines. Featuring insights from SageSure Co-Founder, President & CEO...
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Outwork to Win: Leadership, Automation & Building Scalable Success Featuring Jack Wingate
Shoot Us A Message! In this episode, we sit down with Jack Wingate, an experienced small business owner and strategic leader, to unpack what truly drives long-term success in today’s competitive business world. From outworking the competition and building disciplined systems to using automation...
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How Great Leaders Build Winning Teams With Seth Preus
Shoot Us A Message! In this insightful episode, we sit down with an entrepreneur, sales strategist, and creator of Racing Snail and Leaderboard Legends, Seth Preus. We explore leadership, motivation, sales productivity, accountability, and performance psychology. His work has transformed the...
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Consistency, Leadership, and Scalable Growth in Insurance with Sheppard Bowen
Shoot Us A Message! In this episode, we are honored to sit with Sheppard Bowen, co-founder of EVER.PARTY and a former Farmers Insurance agency owner to talk about what actually drives long-term success in the insurance business. From consistency and lead generation to retention, tracking, and…
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The Smarter Way to Market Insurance in a Digital World With Justin Thomas
Shoot Us A Message! In this episode, we talk with Justin Thomas about how insurance agents can use digital advertising and funnels to create consistent, high-quality conversations without chasing cold leads. Justin shares his journey from insurance to building Insurance Advertising Masters, where...
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The Real Business Of Insurance With Jason Levine
Shoot Us A Message! In this episode, we’re joined by Jason Levine for a candid conversation about building, growing, and sustaining an insurance agency in an ever-changing market. Jason shares how his path into insurance wasn’t planned, from early ambitions in aviation to stepping into the family...
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The True Cost of Being Underinsured with Eric Brown
Shoot Us A Message! In this episode, we sit down with Eric, Accredited Accident Reconstructionist, Ohio Peace Officer, Marine Corps veteran, and founder of Crash Tech Reconstruction Services, to discuss the real-world risks of car accidents and the staggering costs of being underinsured. Eric...
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Modern Insurance Agencies: Growth, Culture & Leadership with Kelly Donahue
Shoot Us A Message! Kelly Donahue, a public speaker and consultant with over a decade of experience in the local insurance agency space, joins Insurance Dudes to break down what it really takes to build a profitable, future-ready insurance agency. The conversation explores leadership at the...
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Redefining Wildfire Insurance: AI, MGA Solutions & Protecting At-Risk
Shoot Us A Message! In this episode, Kevin Stein, founder and CEO of Delos Insurance Solutions, shares how he is transforming wildfire insurance through cutting-edge AI and innovative MGA structures. With an aerospace background and advanced degrees from Stanford and UC Berkeley, Kevin explains…
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The Power of Presence in Insurance Claims with Galen Hair
Shoot Us A Message! In this episode, we sit down with Galen Hair, founder of Insurance Claim HQ, to uncover the human side of insurance claims. With over 25 years of experience recovering over $1 billion for policyholders across the U.S., Galen shares how empathy, transparency, and simply being...
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Why Agencies Stop Growing And How Real Marketing Fixes It With Andy Neary
Shoot Us A Message! In this episode, we uncover the real reasons most insurance agencies struggle to grow and why relying on old-school sales tactics is no longer enough. We’re joined by Andy Neary, who shares how he rebuilt his career from scratch in a market where no one knew him and why…
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Real Talk on Success, Mindset & Content With Dan Garzella
Shoot Us A Message! In this episode, we’re joined by Dan Garzella, a highly respected entrepreneur and the founder of The Garzella Group, one of the fastest-growing independent insurance agencies in the U.S. Dan has built multiple successful businesses, mentors leaders across industries, and...
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Mastering Sales, Technology & Business Success with Michelle O’Connor
Shoot Us A Message! We had the pleasure of sitting down with Michelle O’Connor, a seasoned insurance professional with over 25 years of experience, to talk about the ins and outs of growing a successful business. From mastering follow-ups and building consistent sales processes to leveraging...
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Life Insurance Insights with Brian Greenberg
Shoot Us A Message! We’re joined by Brian Greenberg, founder of True Blue Life Insurance, to discuss how agents can combine AI, automation, and traditional strategies to grow their business. From improving lead conversion and designing effective landing pages to harnessing client reviews and...
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From Stable Job to Independent Operator With Nathan Glass
Shoot Us A Message! In this episode, we’re honored to have Nathan Glass, founder of Utopia Risk, to explore the strategies behind making smarter business decisions. Nathan shares his insights on identifying the right people to work with, whether it’s for hiring, partnerships, or long-term...
About this show
The Insurance Dudes Podcast — hosted by Craig Pretzinger and Jason Feltman — is a leading podcast for P&C insurance agency owners focused on agency growth, selling more policies, producer systems, recruiting, automation, and agency owner execution.
Hosted by
The Insurance Dudes: Craig Pretzinger and Jason Feltman
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