The Modern Insurance Agent

Send us Fan MailWhat if your employees aren't the problem… but your leadership is?When Ken asked his team whether they always knew when they were doing a good job, only 20% said yes.But when he asked whether they knew when they were in trouble?80% said yes.That realization changed the way Ken led.Instead of only pointing out what went wrong, he became intentional about recognizing what his team was doing right.And when mistakes happened, he stopped asking:"Who messed up?"He started asking:"Is this a one-time mistake or is there a systemic problem we need to fix?"That shift helped create a culture of accountability without turning every mistake into a personal attack.But Ken learned another powerful lesson:Sometimes you don't have the wrong employee. You have the right employee in the wrong seat.Two employees weren't thriving in their roles. One was introverted but answering the phones. The other was outgoing and magnetic but stuck typing contracts.So Ken switched their positions.Both became happier.The team performed better.And the business benefited.That same philosophy of listening extends to Ken's clients.Today, roughly 75–80% of FUN Enterprises' business comes from repeat business and referrals.His philosophy is simple:Customers are transactional. Clients are people under your care.That mindset became even more important when COVID hit.Ken remembers approximately $350,000 in cancellations in a single week, with total cancellations eventually reaching between half a million and three-quarters of a million dollars.Instead of waiting for things to return to normal, his company adapted—turning in-person experiences into virtual events and eventually rebuilding its live-event business.After more than three decades as an entrepreneur, Ken's advice to anyone building a business today is surprisingly simple:Check your ego at the door.Being vulnerable isn't weakness.Asking for help isn't weakness.Changing direction isn't failure.And admitting you don't have all the answers can be the thing that helps you find better ones.Inside this episode, you'll discover:• How to recognize and reinforce the right behaviors on your team• Why accountability doesn't have to mean blame• How putting the right people in the right roles can transform performance• Why listening is one of the most powerful leadership skills• How repeat business and referrals create long-term growth• How to lead through massive business disruption• Why adaptability matters more than having a perfect plan• The leadership mindset every growing agency owner needsIf you're an insurance agency owner, entrepreneur, sales leader, or business owner trying to build a stronger team, improve leadership, create lasting client relationships, and build a business that can survive change, this conversation is packed with lessons you can put into practice.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailYour sales team looks busy.The calls are happening. Meetings are on the calendar. Everyone says they're working.But the revenue isn't following.So… do you have the wrong salespeople?Or did you put good people inside a broken sales system?In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Deborah Newton, founder of Newton Steele, to unpack why sales teams underperform and why hiring, firing, motivating, or demanding "more hustle" won't fix a business without the right foundation.Deborah calls herself a Sales Architect of Success, helping business owners and sales leaders build and rebuild the structure, processes, accountability, and systems behind predictable revenue.And her philosophy is simple:Structure creates consistency. Consistency creates revenue.In this episode, you'll discover:Why your underperforming salesperson might NOT be the real problemHow to tell the difference between a people problem and a system problemWhy you can't hold salespeople accountable for expectations that were never clearly definedWhat happens when an agency hires producers and essentially tells them to "go sell"Why sales training can't fix a broken foundationHow undefined systems create micromanaging agency ownersThe difference between a sales team that's busy and one that's actually productiveWhy revenue can flatline even when everyone appears to be workingHow clearly defined KPIs and processes create accountability without constant hoveringWhy the sales-to-service handoff can quietly destroy the client experienceHow assumptions and "they SHOULD be doing that" create expensive gaps inside a businessWhy onboarding doesn't stop being part of the sales process after the client says yesHow consistency BEFORE, DURING, and AFTER the sale affects retentionWhy the sales systems that worked 10 years ago may need to be rebuilt todayWhere AI fits into modern sales systemsWhy AI should give your team MORE time to build relationships—not eliminate the human elementOne of the most important ideas Deborah shares is this:You can't hold someone accountable to a process that was never actually defined.If the agency owner thinks the sales process works one way, the sales manager teaches it another way, and the producer executes something completely different… who's actually failing?Before deciding someone is the wrong salesperson, Deborah recommends getting granular: ask the owner, sales leader, producer, and operations team to independently explain the same process.You might be surprised by how different their answers are.And this becomes especially important when an agency owner transitions from being the person who personally generated the revenue to leading a team responsible for generating it.Without clear activity expectations, KPIs, processes, and checkpoints, owners often start hovering because they don't have enough information to trust what's happening.That's when management turns into micromanagement.Deborah also makes an important distinction between winning the client and keeping the client.The things you did to earn the relationship can't disappear once the policy is written.Someone else is still calling.Someone else is still following up.Someone else is still trying to earn that client's business.Consistency has to continue before, during, AND after the sale.And when AI enters the picture?Use it.Deborah believes AI can remove work from your team's plate—but that extra capacity should be reinvested into the part of sales technology can't replace:Human relationships, communication, consistency, and follow-up.If you're an insurance agency owner, sales leader, manager, or producer trying to build a team that produces consistent results without constant micromanagement, this episode will make you look at your sales problems differently.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailBuying more insurance leads won't fix a broken sales process.If your producers call a lead once, forget to follow up after a quote, take too long to make first contact, or let old opportunities sit untouched in the CRM… more leads may just mean more wasted money.In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Kenzie Scott, National Business Development Manager at Ricochet 360, to break down how modern insurance agencies are using CRMs, dialers, automation, workflows, and better processes to get more value from the leads they already have.And one of the biggest takeaways?Sometimes the lead isn't the problem. The system around the lead is.Kenzie shares what she's seeing inside insurance agencies across the country and why the agencies growing fastest aren't simply telling producers to "make more calls."They're building systems that make it easier for their teams to do the RIGHT activity at the RIGHT time.In this episode, you'll discover:Why insurance agencies may be blaming their leads for a process problemWhat speed-to-contact means and why it mattersWhy calling an insurance lead once isn't enoughHow a CRM + dialer can remove dozens of tiny decisions from a producer's dayHow Ricochet 360's "Shark Tank" approach keeps leads from sitting untouchedWhy old leads, requotes, recycled leads, and win-backs shouldn't disappear into your CRMHow automation can help producers consistently follow up after a quoteWhy dedicated sales producers can outperform hybrid sales/service rolesHow agencies can use technology without turning producers into automation expertsWhy buying the right software isn't enough if your team doesn't actually use itHow gamification can help create team buy-in around new technologyWhy service workflows may be one of the most overlooked growth opportunities in an insurance agencyHow AI could change service, reporting, certificates, and other repetitive agency tasksWhy technology should give insurance agents MORE time for human conversations not replace themWhat insurance agencies need to do now to stay competitive in 2026Kenzie shares some eye-opening observations about follow-up.According to the data she discusses in the episode, 41% of producers call a lead only once, while 48% don't follow up after providing a quote.That's a huge problem when agencies are spending thousands of dollars generating opportunities.Instead of constantly feeding producers new leads, Kenzie explains how the right system can continually prioritize new leads, recycled leads, requotes, and win-backs so producers always know who they should contact next.But there's another important lesson:Technology alone won't fix your agency.You can buy an incredible CRM, dialer, or automation platform, but if your team doesn't learn the system and change its habits, you're essentially putting an inexperienced driver behind the wheel of a Lamborghini.The tool AND the behavior around the tool have to work together.And this isn't only about sales.Kenzie believes service automation and workflows are a major untapped opportunity for growing insurance agencies. The right systems can help service teams manage follow-ups and repetitive tasks while freeing humans to spend more time doing what technology can't replace: taking care of clients.If you're an insurance agent, agency owner, producer, or sales manager trying to close more business without simply working more hours, this episode will make you rethink how leads move through your agency.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat does it actually take to build an insurance business from $0 to more than $2 million in premium in just four years?For Stacie Warner, it wasn't buying leads.It wasn't spending hours every day cold calling.And it definitely wasn't constantly pitching insurance on social media.In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Stacie Warner, owner of Warner Twins Insurance Services, to break down how she built a thriving commercial insurance business by choosing a niche, building genuine relationships, using social media consistently, and turning happy clients into a powerful source of referrals.Stacie specializes in helping contractors with their commercial insurance needs and she built her practice almost entirely through relationships, referrals, and social media.You'll discover:How Stacie went from the restaurant industry to owning an insurance businessWhy she chose contractors as her insurance nicheThe two major insurance problems she sees contractors struggle withHow she grew from $0 to $2M+ in premium in four yearsWhy buying leads never felt right for the way she wanted to build her businessWhat changed when she started intentionally using social mediaHow she went from HATING being on camera to consistently showing up onlineWhy she focuses on relationships instead of pitching people in the DMsHow contractors started finding her through FacebookWhy roughly 50% of her book of business now comes from referralsHow Centers of Influence and strategic referral partners accelerated her growthWhy Facebook groups became one of her biggest opportunitiesHow she manages her social media in roughly 25 minutes a dayWhy personal content is an important part of her insurance marketing strategyHow clients started tagging and recommending her even when she wasn't actively marketingWhy AI won't eliminate the need for a knowledgeable insurance agentHow Stacie balances building a growing agency while raising twin boysHer vision for eventually building a $1 million revenue insurance agencyOne of the biggest turning points came when Stacie stopped wondering where her next lead would come from and started building a system around relationships and visibility.After implementing the strategy, contractors began reaching out to her on Facebook. Then those contractors referred other contractors. Eventually, clients started tagging her whenever someone in their communities asked for commercial insurance recommendations.Today, Stacie estimates approximately 50% of her book comes from referrals including referrals that originated from relationships she initially built through social media.And here's what makes her social strategy especially interesting:She's not spending all day creating content.Stacie says she spends about 25 minutes at most on Facebook, sharing a mix of her personal life, helpful content, and occasional educational business posts. Instead of constantly saying, "Buy insurance from me," she lets people get to know her and understand what she does over time.That consistency has created something even more valuable than another lead source:A community of people willing to advocate for her.Her clients and sometimes people who haven't even worked with her yet tag Stacie when contractors ask for insurance recommendations inside Facebook groups.If you're an insurance agent who's tired of transactional lead generation and wants to build a business around relationships, referrals, social media, and becoming the go-to agent in your niche, this is an episode you don't want to miss.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailTired of buying leads, cold calling, and competing with every other insurance agent for the exact same prospects?Maybe it’s time to get a little weird.In this episode of The Modern Insurance Agent Podcast, David and Elle Denning count down 10 unconventional ways insurance agents are getting clients—without relying on the same tired lead-generation strategies everyone else is using.And these aren't gimmicks.They're practical ways to become useful, memorable, and trusted BEFORE someone needs insurance.We’re counting down all 10, including:#10 — Create a resource people keep for YEARSThink new homeowner manuals, Turning 65 cheat sheets, new parent checklists, and other genuinely useful resources.#9 — Sponsor the pain, not the gameForget another banner at the little league field. Sponsor the annoying things people actually want help with.#8 — Become the helpful neighbor onlineInstead of advertising to your community, become the person everyone already trusts for recommendations and answers.#7 — Make insurance entertainingTurn crazy real-world insurance situations into recurring content people actually WANT to watch.#6 — Give referrals before asking for themBecome the person who knows the roofer, CPA, realtor, plumber, attorney, and other professionals your clients need.#5 — Teach where your prospects already gatherLibraries, employers, community organizations, churches, and other trusted spaces can put you in front of an entire room of the right people.#4 — Find referral partners at overlooked trigger momentsNew babies. Retirement. Moving. Divorce. Tax season. Open enrollment. Find the professionals already present when someone's insurance needs change.#3 — Give gifts that actually DO somethingA great client gift can strengthen your relationship, keep your name around, AND help your client.#2 — Adopt the chaos seasonInstead of trying to sell when everyone is overwhelmed, become the person who helps them prepare BEFORE the chaos begins.And finally...#1 might sound ridiculous at first but it could be one of the most powerful organic marketing strategies an insurance agent can use.Own a weird, hyper-specific micro niche.Night-shift nurses. Food truck owners. Tattoo artists. CrossFit gym owners. Classic car enthusiasts. Teachers approaching retirement.Heck... even people with backyard chickens.Small communities talk. And when you're the ONLY insurance agent who understands their world, your name can spread quickly.The big lesson behind all 10 strategies is simple:Become useful or memorable before you ever have something to sell.You don't need to try all 10, either. Pick ONE idea that fits your personality, audience, and business and start there.Whether you sell life insurance, Medicare, health insurance, annuities, P&C, or employee benefits, you'll walk away from this episode with ideas you can actually put into action.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat if growing your insurance business had less to do with pitching more people and more to do with becoming someone they already know, like, and trust?🎙️ In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Rick Morrissey, a mortgage protection and life insurance specialist who helps growing families protect their homes and loved ones.Rick has built his business around relationships and he's now using that same relationship-first approach to social media, personal branding, and content.Together, they explore how insurance agents can use authentic relationships, social media, personal content, AI, and genuine connection to generate conversations and clients without turning every interaction into a sales pitch.In this episode, you'll learn:• Why insurance is a relationship business, not a transactional one• How to build trust before asking someone to buy• Why families often have larger life insurance and mortgage protection gaps than they realize• How Rick starts insurance conversations around the client's actual "why"• Why sharing your family, hobbies, travels, and personality can generate business• How to use Facebook intentionally without making every post about insurance• What happened when Rick increased his social media visibility by 443%• Why insurance agents can't afford to become "secret agents"• How to overcome the fear of posting on social media• Where AI can save agents time without replacing the human relationship• Why AI should support your personality not replace it• What 37 years of playing guitar taught Rick about consistency, practice, and business• How Rick is working toward becoming an agency ownerThe Power of Personal ContentOne of Rick's biggest social media breakthroughs came when he started sharing more of his real life.A family trip.A post about the world's largest cherry pie.Simple moments that had nothing to do with insurance.But those posts sparked conversations with people he didn't even realize were paying attention.That's the power of personal content.People need to see you before they can trust you and they need to trust you before they're likely to do business with you.Rick shares that his visibility increased by roughly 443% as he became more intentional about showing up online and connecting with people.AI Without Losing the Human TouchRick also explains why AI isn't replacing insurance agents.Instead, it can help agents with efficiency, follow-up, brainstorming, content creation, and outreach while the human relationship remains at the center.The goal isn't to let AI become your personality.It's to let AI give you more time to be yourself.If you're an insurance agent trying to generate more conversations, build your personal brand, use social media more effectively, or grow without relying entirely on cold pitching, this episode is packed with practical strategies you can start using immediately.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailYou're helping your aging parents.Your adult kids may still depend on you.And somewhere in the middle of taking care of everyone else, you're supposed to be preparing for your own retirement.That's the reality facing the Sandwich Generation.🎙️ In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Debbie Majher, founder of Evergreen Retirement Solutions, to explore one of the most overlooked challenges in retirement planning:What happens when everyone is relying on you at the same time?Debbie spent 17 years as an elementary school teacher before transitioning into insurance and retirement planning. Today, she specializes in retirement income planning, annuities, life insurance, and long-term care for women and families balancing aging parents, adult children, and their own financial futures.In this episode, you'll learn:• Why the Sandwich Generation is uniquely vulnerable heading into retirement• The financial gaps families often overlook while caring for everyone else• Why long-term care planning needs to happen before a crisis• How to start difficult financial conversations without overwhelming your family• The critical shift from accumulating retirement assets to creating retirement income• Why market volatility can become more dangerous once retirement begins• Where annuities can fit into an overall retirement-income strategy• How Debbie uses her background as a teacher to simplify complex financial concepts• Why shorter, ongoing conversations can be more effective than marathon financial meetings• Why women need to understand their finances even when a spouse traditionally handles them• How insurance and financial professionals can build trust in an increasingly AI-driven world• Why specialization, relationships, and strategic partnerships will matter more for advisors in the futureThe Bigger TakeawayGood retirement planning shouldn't become another thing on an already overwhelmed client's plate.The goal is to identify the risks, create a strategy, and start taking some of those worries off the table.And there's an important lesson here for insurance agents and financial professionals:Technology may change how clients find you and how you communicate with them.But this is still fundamentally a relationship business.Whether you're part of the Sandwich Generation yourself or you're an insurance professional serving clients in their 50s and 60s, this conversation offers practical insights into navigating retirement when life refuses to happen one challenge at a time.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailIs the traditional 401(k)-and-work-until-retirement strategy really the best way to build wealth especially for high-income professionals and business owners?What if there are other ways to think about retirement, real estate, alternative investments, taxes, and passive income?🎙️ In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Lane Kawaoka, founder of The Wealth Elevator, to explore how sophisticated investors approach wealth-building differently.Lane went from working as an engineer and quietly building a portfolio of rental properties to investing in more than 10,000 real estate units representing $2.1 billion in real estate. Today, he helps high-income professionals understand the strategies and opportunities available to accredited investors.In this episode, you'll learn:• Why Lane believes the traditional 401(k) approach has major limitations• How high-income professionals can think differently about building wealth• Why small rental properties may stop making sense as your net worth grows• The difference between primary and secondary investment markets• How real estate syndications and alternative investments work• Why Lane sees roughly $4–5 million in net worth as an important turning point for many investors• How rising insurance costs are changing real estate underwriting• What insurance agents should understand about serving sophisticated real estate investors• Why relationships, specialization, and access become increasingly valuable as wealth growsA Key Opportunity for Insurance AgentsThere's another important takeaway for insurance professionals:Real estate investors are becoming an increasingly valuable market to understand.As insurance costs rise, coverage can play a much larger role in commercial real estate underwriting and investment decisions. That creates opportunities for insurance agents who understand the unique needs of property investors, developers, and commercial real estate owners.If you can understand the risks your clients are actually trying to manage not just the policies they're buying you can become a much more valuable advisor.Whether you're an insurance agent, agency owner, entrepreneur, investor, or high-income professional, this conversation will challenge how you think about investing, retirement planning, passive income, and long-term wealth.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailAI can create more content than any of us could ever consume.So how does an insurance agent stand out when everyone can generate posts, emails, articles, and marketing content in seconds?🎙️ In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Dan Curran, co-founder of Chapters, to explore why your personal brand, expertise, stories, and lived experience may become even more valuable as AI-generated content becomes increasingly common.Because when everyone can create content...The advantage shifts to the person behind it.Dan and David break down why insurance agents can't afford to remain anonymous online, how authenticity builds trust, and how documenting your knowledge can create a "living library" of expertise that can continue working for your business long after you create it.In this episode, you'll learn:• Why AI makes human expertise and authenticity more valuable not less• The difference between creating content and building genuine authority• Why insurance agents need to become recognizable, trusted experts• How your personal stories and experiences can become valuable intellectual property• How to build a living library of your knowledge, stories, advice, and ideas• How AI can help you repurpose your expertise instead of replacing it• Why insurance agents who ignore AI risk falling behind those who learn to use it• How personal branding can help you stand out in an increasingly crowded digital marketplace• Why trust and human connection will remain critical as AI-generated content becomes more commonThe Big TakeawayThe future isn't about competing with AI to create more content.It's about becoming the human people know, recognize, and trust when an important decision needs to be made.Your experience can't be automated.Your stories can't be copied.And your reputation is an asset AI can't build for you.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailMost insurance agents are told to "pick a niche."But almost nobody explains how to choose the right insurance niche—or why niching down can actually help you generate more leads, referrals, and opportunities.If you're posting consistently on social media but still hearing crickets, your content might not be the problem.The problem could be that nobody knows exactly who you're for.🎙️ In this episode of The Modern Insurance Agent Podcast, David and Elle Denning break down how insurance agents can choose a profitable target market without turning away business.You'll learn how to position yourself around a specific audience, create content that resonates with the right people, and build referral relationships around the market you serve best.In this episode, you'll learn:• The 3 ways to niche as an insurance agent: life stage, profession, or community• Why choosing a niche does not mean turning away other clients• How niching helps Facebook, Instagram, and YouTube understand who should see your content• Why consistent niche content can improve your organic reach• How your niche can reveal your best referral partners• Insurance niche ideas for life insurance, Medicare, final expense, health insurance, P&C, commercial insurance, annuities, retirement planning, and disability insurance• How to determine whether your target market is large enough• A simple way to uncover your niche by analyzing your last 20 clients• How one agent generated 544 referrals in 30 days after focusing on first-time homebuyersThe Big TakeawayYour niche isn't too small. Your reach is too broad.You don't need everyone to know who you are.You need the right people to immediately recognize that you're the insurance agent for them.Whether you're selling life insurance, Medicare, health insurance, final expense, P&C, commercial insurance, annuities, or retirement planning, this episode will help you think differently about positioning, content, and lead generation.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat if the future of insurance lead generation isn’t making more calls… but building enough trust that prospects come to you?In this episode of The Modern Insurance Agent Podcast, David Denning sits down with life insurance agent Logan LaVoice to talk about his shift away from the exhausting one-call-at-a-time lead grind and toward a content-first approach built around trust, personality, and genuine connection.Logan shares why traditional purchased leads became frustrating, how social media changes the conversation by allowing prospects to get to know you before they ever reach out, and why being yourself online can be a serious competitive advantage for insurance agents.You'll discover:• Why purchased insurance leads can become a bottleneck• How social media helps insurance agents build trust at scale• Why inbound prospects feel completely different from cold leads• How Logan uses his blue-collar background, family, nerd culture, and personality to connect with his ideal audience• Why simple stories can make complicated insurance concepts easier to understand• How consistency compounds into long-term business growth• The massive opportunity Logan sees as wealth begins transferring between generationsOne of Logan's biggest lessons?Stop trying to count to ten by tens. Count to ten by ones.You don't need one massive breakthrough. Get up, do the right things consistently, improve a little every day, and let those actions compound.If you're an insurance agent tired of constantly chasing the next lead and wondering whether organic social media marketing can actually generate business, this episode is for you.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailHealth insurance costs keep climbing but what if employers could dramatically reduce healthcare expenses without replacing their existing major medical plan?In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Steven Guilfoile, Founder & CEO of AffordaCare Insurance, to break down a different approach to group health benefits.Steven shares how his team works alongside existing brokers and employer health plans to reduce claims, integrate benefits with payroll, encourage proactive healthcare, and help businesses take greater control of one of their largest expenses.They dive into:• What’s really driving group health insurance costs higher• How employers can reduce healthcare claims and expenses• Why proactive healthcare can change the economics of a health plan• How payroll integrations can simplify benefits administration• Why AffordaCare works alongside existing insurance brokers instead of replacing them• How Steven built a national business through relationships and referrals• Why strategic referral partners can become an incredible growth channel• How insurance agents can create opportunities by connecting with employers• Steven’s approach to building a strong team and company culture• Why challenging yourself outside your comfort zone can make you better in businessSteven also shares the bigger philosophy behind his company: create enough value for employers, employees, brokers, and partners that everyone has a reason to win together.If you work in group health insurance, employee benefits, commercial insurance, Medicare, or serve business owners in any capacity, this episode is packed with ideas you can apply to your own business.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailEver sit down to post on social media, stare at a blank screen, and have absolutely no idea what to say? 😅You don't need more creativity.You need a system.🎙️ In this episode of The Modern Insurance Agent Podcast, David and Elle Denning break down a simple content strategy that helps insurance agents consistently create social media content, build trust, and generate conversations without constantly wondering what to post.And here's where most insurance agents get it backwards:80% of your content should be about your life. Only 20% should be about your business.Why?Because people don't build relationships with insurance policies.They build relationships with people.In this episode, you'll learn:• What content pillars actually are and why insurance agents need them• How to choose 3–5 content pillars you'll never get tired of posting about• The "Two-Year Test" for choosing content topics• Why personal content builds more trust than constant insurance posts• How the 80/20 social media content strategy works• The 4 types of business content worth posting• Why posting more insurance content isn't necessarily better• How your niche and content pillars work together• Why you don't need an extraordinary life to create engaging content• How to stop staring at a blank screen every time you need to postIf you're an insurance agent using Facebook, Instagram, or social media to generate leads organically, this episode gives you a repeatable content strategy you can actually stick with.Here's the framework:Your niche tells you WHO you're talking to.Your content pillars tell you WHAT to say.Put them together, and content stops being a guessing game.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailMost people don't grow up dreaming of a career in insurance.Jessie Terry certainly didn't.🎙️ In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Jessie Terry author of 38 children's books, wearable artist, martial artist, entrepreneur, and future insurance professional to discuss how a creative background, a heart for service, and a desire to make a difference completely changed her perspective on the insurance industry.Jessie shares why she believes the next generation has an incredible opportunity to reshape insurance through creativity, authenticity, education, and genuine human connection.Whether you're considering a career in insurance, building a personal brand, or looking for more purpose in your work, this conversation offers a fresh perspective on what success can look like.In this episode, you'll learn:• Why Jessie changed her mind about pursuing a career in insurance• How creativity can become your biggest competitive advantage• Leadership lessons from writing 38 children's books• How social media helped her build a personal brand• Why relationships matter more than transactions• The importance of finding your "why" in business• How insurance can become a vehicle for making a meaningful impact• Advice for young entrepreneurs pursuing big dreams• Why service not sales is the future of insuranceIf you're an insurance agent, entrepreneur, student, or someone considering a career change, this episode will challenge how you think about purpose, leadership, and building a meaningful business.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat if being more transparent about pricing actually helped you close more sales?Most insurance agents worry that discussing price too early or being honest about potential drawbacks will cost them the sale.Todd Caponi says the opposite is true.🎙️ In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Todd Caponi award-winning author of The Transparency Sale and The Four Levers of Negotiation to explore why transparency is one of the most powerful sales strategies in today's trust-driven marketplace.Todd explains why buyers don't need to be convinced they need enough clarity to confidently believe they're making the right decision. From pricing conversations to negotiations and objection handling, you'll learn how openness builds trust, shortens the sales cycle, and creates long-term client relationships.Whether you're a new insurance agent, experienced producer, or agency owner, this episode is packed with practical sales strategies you can implement immediately.In this episode, you'll learn:• Why transparency can increase sales and shorten the sales cycle• How to talk about price with confidence instead of hesitation• Why hiding pricing often creates distrust with modern buyers• The Four Levers of Negotiation: volume, timing of cash, length of commitment, and timing of the deal• Why "overcoming objections" is often the wrong mindset• How transparency reduces buyer's remorse and increases client confidence• Why the best salespeople think like trusted advisors not closers• How to create client experiences that generate renewals and referrals• Why AI and easier access to information make trust more valuable than ever• The timeless sales principle that still works over 100 years laterOne of the biggest takeaways?The sale isn't the finish line.The best insurance agents create such a great client experience that one policy leads to renewals, additional business, referrals, and lifelong advocacy.If you want to sell insurance without feeling pushy, negotiate with greater confidence, and build stronger long-term client relationships, this conversation is a must-watch.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat if the same social media content could help you attract new insurance clients AND recruit top producers to your team?Most agency owners think they need two completely different content strategies one for sales and another for recruiting.That's a mistake.🎙️ In this episode of The Modern Insurance Agent Podcast, David and Elle Denning break down a simple content strategy that helps insurance agents build both pipelines at the same time without constantly creating more content.You'll learn the Two-Reader Test, the content pillar strategy used by successful agency owners, and the 80/20 content formula that helps you build trust, generate conversations, attract prospects, and recruit the right people.Whether you're a new insurance agent, experienced producer, agency owner, or building a team, this episode will change how you think about social media marketing.In this episode, you'll learn:• How one Facebook post can generate both clients and recruits• Why your personal profile can outperform a business page• The Two-Reader Test for creating high-converting content• How to attract insurance prospects without sounding salesy• How to recruit agents through authentic lifestyle and leadership content• The 3–5 content pillars every insurance agent should have• The 80/20 content strategy that builds trust and drives conversions• Why people join leaders not logos• How to create consistent content without running out of ideas• The biggest social media mistake most insurance agents makeWhether you sell Medicare, life insurance, final expense, annuities, or commercial insurance, this framework can help you build stronger relationships, generate more referrals, and attract the right clients and producers to your agency.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailAre veterans fully protected when they leave military service?Many assume their government benefits and existing coverage are enough but that isn't always the case.🎙️ In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Maria Price, a retired Navy veteran and former federal employee who now helps veterans and pre-retirees understand their life insurance options, protect their families, and prepare for retirement with greater confidence.Maria shares the most common misconceptions veterans have about life insurance and federal benefits, why coverage gaps can appear during major life transitions, and why education should always come before the sale.She also explains how trust, authentic communication, social media, and AI can help insurance professionals serve military families more effectively without relying on high-pressure sales tactics.Whether you're a veteran planning for retirement, a federal employee, or an insurance agent who serves military families, this episode is packed with practical insights and real-world strategies.In this episode, you'll learn:• What veterans should know about life insurance after military service• Common misconceptions about military and federal employee benefits• Why veterans may have unexpected life insurance coverage gaps• How pre-retirees can better prepare for retirement• The difference between term life and permanent life insurance• Why education-first sales create stronger client relationships• How to build trust without relying on high-pressure sales tactics• How social media and video can help grow an insurance business authentically• How AI can help insurance agents create better content while staying authentic• Why serving people should always come before selling policiesIf you're an insurance agent looking to better serve veterans or you're a veteran preparing for retirement this conversation offers valuable guidance from someone who has experienced both sides of the journey.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailIs personal branding replacing traditional lead generation for insurance agents?🎙️ In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Joel Erway, founder of a performance-driven branding agency that has generated more than $100 million in revenue for clients, to explore why the future of insurance belongs to agents who build trust not just buy leads.Joel shares why cold leads are becoming harder to convert, how authentic personal branding creates warmer prospects, and why insurance agents need to stop relying solely on lead vendors and start becoming the obvious choice in their market.Instead of constantly paying for the next lead, agents can build a marketing asset that compounds over time one that creates authority, trust, referrals, and inbound opportunities.Whether you're a new insurance agent, experienced producer, or agency owner looking to build a stronger acquisition system, this episode is packed with actionable strategies you can implement immediately. this episode, you'll learn:• Why personal branding is changing traditional insurance lead generation• How insurance agents can attract clients instead of constantly chasing them• The biggest mistake experts make when creating content• Why authenticity beats generic AI-generated content• How to create a brand people know, like, and trust• The difference between cold leads and brand-driven opportunities• How podcasts, interviews, and webinars can become client-generating assets• Why your personal story can be your greatest marketing advantage• How paid ads, email marketing, and follow-up fit into long-term growth• How to build an evergreen insurance client acquisition systemWhether you sell life insurance, Medicare, health insurance, P&C, commercial insurance, or financial services, these principles can help you build a business that attracts clients and creates opportunities for years to come.🔗 Connect with Joel Erway:https://joelerway.comConnect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailThink you need to buy insurance leads to get your first clients?Think again.🎙️ In this episode of The Modern Insurance Agent Podcast, David and Elle Denning reveal a simple three-step strategy that helps brand-new insurance agents land their first 10 clients without buying leads, cold calling, or pitching friends and family.Instead of chasing strangers, they share a modern, relationship-first approach that helps agents build trust, start meaningful conversations, and generate appointments using social media and their existing network.Whether you're just getting licensed or looking for a better way to launch your insurance career, this episode provides an actionable roadmap you can start using immediately.In this episode, you'll learn:• How to get your first 10 insurance clients• Why buying insurance leads isn't necessary when you're just starting• The biggest mistake brand-new insurance agents make• How to optimize your Facebook profile to attract more clients• How to announce your insurance business without sounding salesy• The social media strategy every new insurance agent should use• How to generate appointments without cold calling• Why asking for practice appointments works better than pitching• How to build trust before asking for business• The exact three-step system for generating referrals and inbound opportunitiesWhether you sell life insurance, Medicare, health insurance, final expense, P&C, or commercial insurance, these strategies will help you build a business you actually own instead of one that depends on purchased leads.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat does it take to build a Medicare insurance agency that thrives through industry changes, develops great leaders, and creates a lasting legacy?🎙️ In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Miguel Delgado, founder of Elite Partners, to discuss how he built a mission-driven Medicare agency with 134 agents, 5 offices, and operations across 12 states all while staying focused on servant leadership, strong relationships, and helping seniors navigate Medicare with confidence.Miguel shares why insurance agents should think like business owners, how his agency is adapting to major Medicare industry changes, and why culturenot commissions is the foundation of long-term success.Whether you're a new Medicare agent, an experienced producer, or an agency owner looking to scale your business, this episode is packed with practical leadership and growth strategies you can apply immediately.In this episode, you'll learn:• How to build a successful Medicare insurance agency• The leadership principles behind long-term agency growth• Why servant leadership creates stronger insurance teams• How to recruit, develop, and retain great insurance agents• Why company culture becomes your greatest competitive advantage• Marketing strategies for Medicare insurance agents• How to adapt to changing CMS regulations and carrier changes• Why insurance agents should think like business owners not just producers• How to build a legacy business that can be passed on to the next generationIf you're serious about growing a Medicare insurance agency that's built to last not just survive the next enrollment season this episode is for you.Connect with Miguel Delgado: https://www.wemakeinsuranceez.com/Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan Mail🎙️ In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Nancy K. Coy entrepreneur, fintech leader, and author of Stop Selling, Dammit to explore why the best insurance agents don't sell... they solve problems.Drawing on more than 25 years of experience helping people make financial decisions, Nancy explains why trust not pressure is the true driver of sales. She shares practical strategies for uncovering what clients are really worried about, asking better questions, handling objections naturally, and creating conversations that lead to long-term relationships instead of buyer's remorse.Whether you're a new insurance agent, an experienced producer, or an agency owner looking to improve your sales process, this episode is packed with practical strategies you can apply immediately.In this episode, you'll learn:• Why selling pushes prospects away and solving problems earns trust• The real reason prospects say, "I need to think about it"• How to build trust before asking for a decision• Better ways to handle insurance objections naturally• Why listening is your greatest sales advantage• The psychology behind financial decision-making• How trust improves client retention and referrals• Why AI should support not replace the human conversation• The sales mindset every insurance agent should adoptWhether you sell life insurance, Medicare, health insurance, P&C, commercial insurance, or financial services, these principles will help you create better conversations, stronger relationships, and more closed business.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailAre insurance leads actually worth the money?Every insurance agent eventually asks this question.If you're spending thousands on leads, dealing with low answer rates, chargebacks, and shrinking commissions, this episode is for you.🎙️ In this episode of The Modern Insurance Agent Podcast, David and Elle Denning break down the real cost of buying insurance leads and why so many agents unknowingly build a business they never truly own.Instead of relying on the constant cycle of buying leads, they explore how agents can build marketing systems that compound over time, generate inbound opportunities, create referral partnerships, and attract long-term clients.You'll also hear real success stories from agents who replaced paid leads with organic marketing, built trusted personal brands, and created businesses that continue generating opportunities long after the work is done.Whether you're a new insurance agent, an experienced producer, or an agency owner looking for a more sustainable way to grow, this episode is packed with practical insights you can implement immediately.In this episode, you'll learn:• Are insurance leads really worth buying?• The hidden cost of paid insurance leads• Why so many agents get stuck on the "lead hamster wheel"• How to build an insurance business without relying on bought leads• Organic marketing strategies that generate inbound opportunities• How to attract insurance leads through social media• Why personal branding increases referrals and client retention• The difference between renting leads and owning your marketing• How agents are replacing paid leads in as little as 90 days• Why trust-based marketing creates higher-quality clientsWhether you sell life insurance, Medicare, final expense, health insurance, P&C, or commercial insurance, these strategies can help you build a more profitable, predictable, and sustainable agency.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailCalifornia's insurance market has never been tougher.🎙️ In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Daniel Dentone, a Farmers Insurance agency owner who purchased his agency just weeks before COVID shut down the worldand then navigated more than 1,000 policy non-renewals during California's wildfire insurance crisis.Instead of losing clients, Daniel retained over 90% of them by focusing on education, transparency, and relationships over transactions. He shares practical lessons every insurance agent can apply whether you sell home, auto, commercial, or life insurance.You'll also hear how better systems, organic social media, and stronger leadership helped his agency achieve record production despite operating in one of the toughest insurance markets in the country.Whether you're a new insurance agent, an experienced producer, or an agency owner looking to grow, this episode is packed with practical strategies you can implement immediately.In this episode, you'll learn:• How to retain clients during insurance non-renewals• The biggest mistakes consumers make when shopping based on price alone• Why trust matters more than ever in today's insurance industry• How to educate clients through difficult market conditions• The systems that helped Daniel's agency increase production• How CRM tools and automation improve client follow-up• Why organic social media is becoming essential for insurance agents• Leadership lessons from managing an agency through COVID and California's insurance crisisIf you're looking to grow your insurance agency, improve client retention, and build a business that lasts even in a challenging market this episode is for you.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat if the best insurance agents weren't focused on selling policies but on building a legacy?🎙️ In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Duane Brown, a life insurance professional with Symmetry Financial Group, to discuss how purpose-driven selling creates stronger client relationships, more referrals, and a business built to last.After the unexpected loss of his twin brother, Duane completely changed the way he approaches insurance. Instead of chasing commissions, he now focuses on helping families prepare for life's biggest uncertainties through trust, education, and meaningful conversations.Along the way, he shares how authentic relationship-building, social media, and AI can help agents grow without losing the human connection that matters most.Whether you're a new insurance agent, an experienced producer, or an agency owner looking to grow, this episode is packed with practical strategies you can apply immediately.In this episode, you'll learn:• Why legacy outlasts commission-based thinking• How to build trust before talking about insurance• The power of relationship-first selling• How Facebook and social media generate insurance leads• What successful remote insurance sales actually look like• Why AI should enhance not replace human relationships• The importance of follow-up systems and consistent client communication• How purpose creates long-term success in insurance salesIf you're looking to build an insurance business that's profitable, meaningful, and built for the long term, this conversation is for you.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailYour Facebook profile is costing you leads... and you probably don't even know it. 👀Every prospect, referral, and networking connection does the same thing before they message you:They click your profile.If what they see is a logo, a vague bio, or a profile that looks like everyone else's, you've already lost their trust before the conversation even starts.In this episode of The Modern Insurance Agent Podcast, David and Elle break down the 6 simple profile changes that can turn your Facebook profile into a lead-generating asset including the one change that helped one agent generate $8,300 in commissions from a single pinned video.Inside this episode, you'll learn:✅ Why your personal profile outperforms your business page✅ The profile photo mistake almost every agent makes✅ How to write a bio that attracts your ideal clients✅ The easiest way to build trust before anyone ever messages you✅ Why a 60-second intro video can work for you 24/7You don't need to post more.You need a profile that converts the attention you're already getting.🎧 Listen now and start turning profile visits into conversations.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailChanging careers doesn't mean starting from zero👀One of the biggest mistakes professionals make is assuming they have to rebuild everything from scratch.The truth?Your greatest asset is often the relationships you've already spent years building.🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Alex Rodriguez, who spent 21 years in real estate before making the leap into the insurance industry.Instead of thinking like a brand-new agent, Alex leveraged decades of relationships, consistent networking, and authentic social media to build momentum without starting over.💡 Inside this episode:• Why your existing network is your biggest hidden asset• How to reconnect with old relationships without feeling salesy• The networking habits that consistently generate referrals• Why social media doesn't replace relationships, it amplifies them• Lessons from 21 years in real estate that apply to every insurance agent• Why consistency beats talent when building a business• Why educating clients creates more trust than competing on price⚠️ Whether you're new to insurance, changing careers, or looking to reignite your business...This episode is a reminder that your next opportunity may already be sitting inside the network you've spent years building.Because success isn't always about finding new people.Sometimes it's about creating more value for the people who already know you.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat happens when a Marine, law enforcement officer, and federal agent decides to reinvent financial advice? 👀You get a completely different perspective on trust, leadership, and serving clients.🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Ben Batiste, founder of Crest Mark Wealth Group, to explore why traditional financial planning often falls short and how advisors can create far greater value by bringing every part of a client's financial life into one unified strategy.Instead of treating investments, insurance, taxes, and estate planning as separate conversations...Ben explains why the best advisors integrate them into one comprehensive financial plan.💡 Inside this episode:Ben's journey from military service and law enforcement to financial planningWhy transactional advice leaves clients underservedThe difference between selling products and delivering true financial planningHow content creation transformed his business and built authorityWhy education is becoming the biggest competitive advantage for advisorsWhat the $80–90 trillion generational wealth transfer means for the future of financial adviceHow to build trust through service instead of sales⚠️ If you're an insurance agent, financial advisor, or entrepreneur looking to build deeper client relationships and create lasting value...This episode will change the way you think about advisory services.Because the future doesn't belong to professionals who simply sell products.It belongs to those who solve bigger problems.Disclosure:Benjamin Batiste is a registered investment advisor and registered representative offering securities and investment advisory services through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 800-873-7637, www.htk.com.Any other business entity or name under which your financial professional markets securities or advisory services is not affiliated with HTK.The material presented is not intended as a recommendation, offer, or solicitation. HTK does not provide legal or tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional regarding your personal estate planning needs.Jumpstart Go is not affiliated with HTK.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailMost insurance agents think they have a lead problem.They don't.They have a referral system problem. 👀If your growth depends on constantly buying leads or cold calling...You're always starting from zero.The agents growing the fastest aren't chasing more prospects.They're building referral systems that keep bringing opportunities to them.🎙️ In this episode of The Modern Insurance Agent Podcast, David and Elle break down the exact referral partner strategy that helped one insurance agent generate 544 referrals in just 30 days  without buying leads or spending hours prospecting.💡 Inside this episode:• Why asking for referrals is usually the wrong approach• How to find referral partners who consistently send business• The three-part framework: Magnet, Moment, and Mechanism• How to become the easiest person to refer• Simple ways to create referral opportunities on purpose• How to remove friction so partners actually make introductions• Real client stories from agents using these strategies successfully⚠️ If you're tired of chasing leads and constantly wondering where your next client will come from...This episode will show you how to build a referral system that grows with every relationship you create.Because one great referral partner can outperform hundreds of cold leads.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat if the biggest thing holding back your business isn't your marketing...Or your product.Or your market.👉 What if it's the quality of your thinking? 👀Most professionals spend their time chasing better strategies.Very few spend time upgrading the mindset behind those strategies.🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Dr. John Terry international speaker, coach, trainer, three-time Martial Arts Hall of Fame inductee, founder of Black Belt Leadership, and author of 12 books.Together, they explore what it really takes to reach the next level not through shortcuts, but through better thinking, stronger habits, and continuous growth.💡 Inside this episode:• Why so many financial professionals get stuck at the same level• How limiting beliefs quietly cap your growth• What it means to become a "black belt" in your craft• Why Kaizen the philosophy of 1% daily improvement creates extraordinary results over time• Why client outcomes matter more than personal production goals• How AI can help advisors better understand client behavior• What the MORE Score reveals about communication and buying decisions• Why transactional advisors are at risk of being replaced• How relationship-focused advisors build lasting growth and trust⚠️ If you're an insurance agent or financial advisor looking to grow beyond tactics and become a true trusted professional...This episode will challenge the way you think about leadership, success, and long-term growth.Because the biggest breakthroughs in business often begin with better thinking.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailCommercial insurance shouldn't be the finish line...It should be the beginning of a much bigger relationship👀Too many agencies treat commercial insurance like a one-time transaction.The best agencies use it as the foundation for becoming a trusted advisor.🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Brian Hartman, co-founder of  Pharus Global, to discuss how commercial insurance can become the front door to serving business owners at a much deeper level.After spending 25 years in commercial banking, Brian built a business that combines commercial insurance, bookkeeping, payroll, commercial lending, and business consulting into one relationship-focused platform.His philosophy is simple:Don't just sell a policy.Become an indispensable business partner.💡 Inside this episode:• Why commercial insurance creates stronger, longer-lasting client relationships• How one insurance client can become multiple revenue opportunities• The biggest coverage gaps most business owners don't know they have• Why regular client touchpoints lead to more referrals and higher retention• How to build referral partnerships that consistently generate business• Why treating your agency like an asset changes every business decision• How to build an agency that's valuable enough to sell one day• The mindset shift from salesperson to trusted business advisor⚠️ If you're looking to grow your commercial insurance practice or build deeper, more profitable client relationships...This episode will change how you think about serving business owners.Because the biggest opportunity isn't selling another policy.It's becoming the advisor your clients never want to replace.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhether you consider yourself an "AI person" or not...Here's the reality:There are a handful of **ridiculously simple** ways to use AI to bring more leads into your insurance agency. 👀And no...We're not talking about blasting hundreds of leads you overpaid for with automated messages. 😅🎙️ Insurance agents that are using AI right now to generate more conversations, more referrals, and more clients.💡 Inside the training, you'll learn how to:🔹 Create authentic, personalized content in minutes content your ideal clients actually want to engage with.🔹 Turn comments into real conversations that naturally move prospects into your DMs (without relying on generic autoresponders).🔹 Find and connect with referral partners who already have your ideal clients' trust, creating a steady stream of warm introductions....and much more.The best part?✅ These strategies work no matter what type of insurance you sell.✅ You don't need to be "techy."✅ You don't need any previous AI experience.If you're looking for a smarter way to grow your agency and you'd love to have AI handle more of the heavy lifting without sacrificing the human touch...You won't want to miss this one.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat if the most powerful marketing tool for financial professionals isn't social media...Or paid advertising...Or even AI?👉 What if it's your voice? 🎙️In a world obsessed with algorithms, automation, and attention hacks...The professionals winning the most trust are often doing something much simpler:They're educating.🎙️ In this episode of *The Modern Insurance Agent Podcast*, David sits down with Mike Milligan CFP®, educator, entrepreneur, author, podcast host, radio personality, and founder of 1.OAK Financial.Mike shares why education creates trust, how coaching transforms client relationships, and why professionals who embrace platforms like podcasts, radio, and content creation are building authority long before a prospect ever schedules a meeting.💡 Inside this episode:• Why education beats persuasion• How to build trust before the first conversation• The difference between selling and coaching• Why your voice can become your greatest business asset• How content creates authority and credibility at scale• The growing importance of financial planning in a more litigious world• Why the emotional side of money matters more than most professionals realize• How communication shapes long-term client relationships• What modern consumers are really looking for in an advisor⚠️ If you're an insurance agent, financial advisor, entrepreneur, or content creator...This episode will challenge how you think about marketing, trust, and influence.Because the future belongs to professionals who educate first and sell second.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat if the biggest problem in your insurance business isn't lead generation?What if it's what happens after the sale? 👀Most agents spend all their time trying to get new clients...But what if the fastest way to grow isn't finding more customersIt's keeping the ones you already have.🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with bestselling author and customer experience expert Joey Coleman, author of Never Lose a Customer Again and Never Lose an Employee Again.Joey shares the proven framework that's helped businesses improve retention, generate more referrals, strengthen loyalty, and turn first-time customers into lifelong advocates.💡 Inside this episode:• Why 20–70% of new customers leave within the first 100 days• The 8 phases every client experiences after buying• How to eliminate buyer's remorse before it costs you referrals• Why most agents ask for referrals too early• Simple ways to build deeper client relationships• The difference between customer satisfaction and customer advocacy• How to improve retention without spending more on marketing• Why handwritten notes still outperform automation• How the same framework strengthens employees and teams• Small actions that create massive long-term loyalty⚠️ If you're constantly replacing lost clients instead of building lasting relationships...This episode will completely change how you think about growth.Because the businesses that win long-term don't just acquire customers.They create experiences people never want to leave.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailIf you post insurance content on social media every now and then...When was the last time one of your posts actually turned into a client? 👀Not a 👍 from another agent.Not a "Great post!" from someone who was never going to buy from you.An actual conversation.An actual client.Actual revenue.If you're drawing a blank...You're not alone.Most agents are posting consistently.They're trying.They're showing up.But nothing's happening.And it's not because Facebook doesn't work for insurance agents.It's because most insurance content looks exactly the same.❌ Generic tips❌ Motivational quotes❌ "Did you know..." graphics❌ Open enrollment reminders everyone scrolls pastPeople have seen it all before.Which is why it rarely starts a conversation.🎙️ That's exactly what we're breaking down LIVE:The Facebook Posts That Actually Get Insurance Clients💡 Inside the training, you'll learn:✅ The 5 types of Facebook posts that consistently generate conversations, referrals, and clients not just likes✅ The biggest content mistakes keeping agents invisible (and how to fix them)✅ How to turn everyday conversations, client questions, and personal stories into posts people actually respond to✅ A simple weekly posting framework you can start using immediately no fancy editing or complicated strategy required🎁 Plus, we'll show you a real story-based video that generated $8,300 in commissions... from just **two clients.**That's what's possible when you know what to post and why it works.If you've ever stared at your phone wondering..."What am I even supposed to post today?"This training is for you.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat separates agents who struggle from agents who build massive organizations? 👀According to insurance industry legend John Wetmore...It isn't talent.It isn't luck.It isn't even experience.👉 It's activity.🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with John Wetmore founder of Family First Life Agent Force, former Managing Partner at Integrity Marketing Group, host of the Insurance Insiders Podcast, author of Do More Now, Get Better Later, and creator of JW Numbers.Over the course of his career, John has mentored 6,000+ agents and helped build organizations generating more than $1 billion in annual premium.💡 Inside this episode:• How John went from bankruptcy to seven figures• The moment he realized every phone call had a dollar value• Why most agents dramatically underestimate the activity required to win• The power of tracking your numbers• Why consistency beats talent almost every time• What great mentors actually do differently• Leadership lessons from building massive organizations• Why unrealistic expectations cause most people to quit• The future of insurance sales in an AI-driven world• How to simplify your business and focus on what actually matters⚠️ If you're an insurance agent who wants to grow faster, build a stronger business, and stop relying on motivation to succeed...This episode delivers a simple but powerful truth:Success isn't complicated.It's measurable.And the agents who win are usually doing more of the right activities than everyone else.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat if the biggest thing holding back your sales isn't your script...Or your leads...Or your marketing...👉 What if it's your brain? 👀Most sales professionals spend years improving their tactics.Very few spend time improving the operating system running those tactics.🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Aaron Hendon, Chief Meditation Evangelist at The Mindful CEO, top-producing real estate agent, leadership coach, and mindfulness expert.Aaron has coached more than 10,000 people and developed a mindfulness framework that helped participants:📈 Increase sales by 160%🧠 Reduce worry by 80%🎯 Improve focus, clarity, and gratitude💡 Together, they discuss:• Why success doesn't automatically eliminate anxiety• The hidden game most salespeople are playing• How mindfulness impacts performance and decision-making• The neuroscience behind meditation and attention• Why high performers train their minds like athletes train their bodies• How rejection affects sales professionals• The difference between obsession and devotion• Why hustle culture often creates worse results• Practical mindfulness habits you can start today• How to stay grounded when business gets stressful⚠️ If you're constantly chasing the next goal but still feel stressed, distracted, or overwhelmed...This conversation may change the way you think about performance.Because the highest level of success isn't just about mastering your business.It's about mastering yourselfConnect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailWhat if the biggest threat to your family’s wealth isn’t the market……but the tax bill waiting at the end? 💸🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Mark Halpern, founder of WealthInsurance.com and a 35-year veteran serving ultra-high-net-worth families.Mark has built a business with a 99% client retention rate, helped generate billions in planning opportunities, and is on a mission to unlock $1 billion in annual charitable giving by 2037.💡 Together, they break down:• How childhood tragedy shaped Mark’s mission and career• Why wealthy families unknowingly lose millions to taxes• The difference between a problem solver vs. a product seller• Why referrals consistently outperform traditional prospecting• How advisors can move up-market and attract affluent clients• Estate planning mistakes that create massive unintended tax bills• Why AI will replace transactional advisors but not trusted ones• The growing role of philanthropy in advanced planning• How life insurance becomes a strategic wealth transfer tool⚠️ If you’re an insurance agent, financial advisor, business owner, or simply interested in how wealth is preserved across generations…This conversation will challenge how you think about money, legacy, and planning.And it may reveal just how much wealth is unintentionally being lost every year.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailMost insurance agents have heard the term "surety bond."Very few can actually explain how it works.And even fewer realize it's part of a $22 billion industry that helps power construction, development, licensing, and business growth across the country. 👀🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Gary Eastman, Founder & President of Axis Surety and Swiftbonds, to unpack the world of surety bonds and why understanding them can make you a more valuable advisor to commercial clients.Before entering the surety industry, Gary spent 17 years serving as General Counsel for Fortune 500 and Fortune 10 companies.Today, he helps contractors, developers, and business owners secure bonding capacity, win larger projects, and unlock new growth opportunities.💡 Inside this episode:• What a surety bond actually is• Why surety bonds are *not* insurance• The three major categories of surety bonds• How bonded projects reduce risk and delays• Why contractors use bonding to qualify for larger jobs• How agents can create more value for commercial clients• The future of AI, automation, and embedded bonding• Why speed and bonding capacity are becoming competitive advantages• Common mistakes businesses make when it comes to bonding⚠️ If you work with contractors, developers, business owners, or commercial clients...This episode will help you understand one of the most overlooked but important parts of the insurance ecosystem.And it may open up opportunities you didn't even know existed.Connect with Gary Eastman:https://swiftbonds.com/https://www.facebook.com/swiftbondshttps://www.linkedin.com/in/gary-swiftbonds-76a4b861/https://x.com/swiftbondsConnect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailMost people rely on one stream of income.And in today’s world…That’s becoming riskier than ever. 👀Layoffs happen.Markets shift.Industries change fast.Which is why more professionals are starting to ask:👉 “How do I build real long-term financial resilience?”🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Fred Moskowitz alternative investment expert, fund manager, educator, and bestselling author of *The Little Green Book of Note Investing* to break down passive income, long-term wealth building, and why relying on a single income source may no longer be enough.💡 Inside this episode:• Why the average millionaire has multiple income streams• How passive income creates flexibility & resilience• What mortgage note investing actually is• What it means to “be the bank”• Why relying on one source of income is increasingly risky• How insurance professionals can think more long term financially• Why educational content builds trust faster than selling• How AI & automation are helping investors and educators scale• The connection between health, wealth, and long-term thinking⚠️ If you’ve ever thought:“How do I create more stability, flexibility, and freedom long term?”This episode is worth your attention.🔗 Connect with Fred Moskowitz:https://www.fredmoskowitz.comhttps://www.giftfromfred.com📘 Book:The Little Green Book of Note Investinghttps://amzn.to/3I0pR49📱 Socials: @thefredmoskowitzConnect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailMost insurance agents still think marketing is about:Referrals.Cold outreach.Posting on social media.But a much bigger shift is happening right now. 👀Consumers are starting to ask AI who they should trust.And if your business is invisible online…You may never even make the list.🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Mike Forgie, founder of Next Step Connect, to break down how AI search, Google Maps, local SEO, and recommendation engines are changing insurance marketing forever.Because the future of visibility won’t just be about ranking on Google…It’ll be about whether AI trusts your business enough to recommend it.💡 Inside this episode:• Why referrals alone are no longer enough• How AI search is changing local business visibility• What Google AI Overviews mean for insurance agents• How ChatGPT & AI recommendation engines choose businesses• Why Google Maps matters more than ever• What “local authority” really means in 2026• Practical ways agents can improve visibility right now• How to build a business that supports your life not consumes it⚠️ If you want your business to stay visible in the next era of search and marketing…This episode is essential.🔗 Connect with Mike Forgie:https://nextstepconnect.comhttps://www.linkedin.com/in/michaelforgie/Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailThe financial industry is changing. 👀Clients today are:• More educated• More skeptical• And expecting far more personalization than ever beforeWhich means the gap between product sellers and true advisors is getting wider every year.🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with David, founder of Hygge Financial, to break down what modern retirement planning and advisory relationships should actually look like.Because instead of starting with products…David starts with questions like:👉 Who do you want to become?👉 Where do you want to live?👉 What does an ideal retirement actually look like for *you*?That shift changes everything.💡 Inside this episode:• Why planning should focus on outcomes not just assets• What separates true advisors from product sellers• How client expectations are evolving• How modern firms use systems, VAs, and automation to create leverage• Why client experience is becoming a major competitive advantage• How to communicate complex planning more clearly• Hidden risks and inefficiencies many portfolios contain• How to build a more human, planning-centered advisory business⚠️ If you’re an advisor, insurance professional, or business owner trying to build deeper trust and stronger long-term relationships…This episode will expand how you think about planning, leadership, and client experience.🔗 Connect with David:https://www.hyggefinancial.com/—David Nelson is a registered representative offering securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 • 513.794.6794. Investment Advisory Services offered through O.N. Investment Management Company. David Nelson does not offer tax or legal advice. Tax and Estate planning services provided in conjunction with your licensed tax and legal professionals.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan Mail Most insurance agents focus on selling the policy.Very few understand what happens *after* the claim.And that’s where trust is either built…or completely lost. 👀🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Tommy Whitehead founder & CEO of TomCo Solutions to break down the real-world homeowner experience after storm damage, flood loss, and major insurance claims.Because when disaster hits, clients don’t just need a policy…They need guidance.Tommy works at the intersection of construction and insurance, helping homeowners navigate the rebuilding process while collaborating with adjusters, public adjusters, and insurance professionals.💡 Inside this episode:• What homeowners actually experience after a major claim• The biggest frustrations clients face during rebuilds• What agents should explain before disaster happens• Why rebuild knowledge makes agents significantly more valuable• How AI & documentation are changing claims and reconstruction• How contractors and insurance professionals can work together better• Why communication and trust matter more than ever during claims⚠️ If you’re a homeowners insurance agent…This episode will completely change how you think about client experience.Because the claim process is where your relationship with the client is truly tested.🔗 Connect with Tommy Whitehead:https://www.tomcosolutions.comhttps://www.buildingsuccess.comhttps://calendly.com/tommy-whiteheadhttps://www.linkedin.com/in/tommywhitehead Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailMost companies think they understand what drives performance.They don’t. 👀A lot of leaders track activity…But very few actually know which actions create wins, losses, growth, or decline.And with AI changing the workplace faster than ever…That gap is about to become a massive problem.🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Jack Siney 7-time entrepreneur, former top sales leader, and founder of FrontRace to break down how AI is reshaping sales, leadership, performance measurement, and the future of work itself.Jack has:• Led sales teams of 100+ reps• Grown sales for 67 consecutive months• Built and exited companies with 8- and 9-figure outcomes• Helped businesses identify the exact activities driving results💡 Inside this episode:• Why most leaders still don’t know what actually drives performance• How AI is changing sales coaching and management• What remote work exposed about accountability & visibility• Where AI genuinely helps and where it’s overhyped• “The Great Upheaval” Jack believes is coming to the workforce• Why human trust still matters in sales & insurance• How to future-proof yourself in an AI-driven world⚠️ If you’re trying to understand where business, leadership, and sales are heading over the next 5 years…This episode deserves your attention.🔗 Connect with Jack Siney:https://frontrace.comhttps://www.linkedin.com/in/jacksiney/Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailMost People Think Wealth = Freedom 👀But if your money is trapped…do you really have control?🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Taylor to break down how individuals and business owners are using properly structured whole life insurance to create:✅ Liquidity✅ Flexibility✅ Long-term financial controlIncluding strategies like:• Building your own “privatized bank”• Using whole life insurance as a liquidity tool• Repositioning money more efficiently• Creating tax-advantaged access to capital• Rethinking retirement and legacy planningBut this conversation goes beyond insurance.💡 We also dive into:• How Taylor uses AI behind the scenes to operate more efficiently• Practical AI strategies for financial professionals• Why layoffs and market shifts create planning opportunities• How 1035 exchanges can improve financial positioning• Why liquidity matters more than most people realize⚠️ If you’ve ever wondered:“How do wealthy people create more control with their money?”This episode will shift how you think about wealth, access, and financial strategy.🚀 Because real financial freedom isn’t just about having money. it’s about controlling it.🔗 Connect with Taylor:https://ndifinancial.comConnect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailMost Insurance Agencies Think They Own Their Marketing… 👀But in reality?Their vendors do.A lot of agencies are spending money every month on marketing they don’t fully understand, control, or own.And that becomes a serious problem when growth slows down.🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Jake Cash Founder & CEO of Senryx Group and creator of the Marketing Independence philosophy.Before launching Senryx, Jake led marketing strategy for GEICO’s national agency network, overseeing more than $500 million in media spend and partnerships with brands like the NFL, NBA, Disney, Google, and Meta.Now, he helps P&C agencies build marketing systems they actually control.💡 Inside this episode:• Why vendor dependence is a hidden risk for agencies• What “Marketing Independence” really means• Why more leads won’t solve deeper growth issues• What the top 10% of P&C agencies do differently• Why diversified marketing systems outperform single-channel strategies• How agencies should actually think about AI• Why smart agencies use AI quietly while doubling down on human trust• How retention and consumer shopping behavior are reshaping insurance⚠️ If you’ve ever thought:“I’m spending money on marketing… but I still don’t feel in control”This episode will completely reframe how you think about growth.🚀 The future belongs to agencies that own their systems not rent them.🔗 Connect with Jake Cash:https://senryx.comhttps://linkedin.com/in/JakeCashConnect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailMost Insurance Agents Stay Stuck… 👀Doing the same things.Using the same strategies.Getting the same results.Until the industry moves on without them.This episode is about what happens when you refuse to stay stuck.🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Bruce Weinstein founder of Weinstein Wealth Insurance Solutions and creator of Ask The PlanMan to break down what real reinvention looks like.Because his story isn’t just about building a brand…It’s about evolving when most people don’t.👉 Everyone should have a plan.That’s the message behind his brand.But what makes it powerful is the transformation behind it.💡 Inside this episode:• How Bruce evolved from traditional agent to content creator• Why podcasting & video are changing how trust is built• What “old dog, new tricks” actually looks like in business• How to build a personal brand that attracts clients• Why education is replacing traditional sales tactics• How to stay relevant in a fast-changing industry• What reinvention actually requires⚠️ If you’ve ever thought:“I know I need to evolve… but I don’t know where to start”This episode will change how you see your next move.🚀 Reinvention isn’t optional anymore, it’s the edge.Connect with Bruce: https://www.planmaninsurance.com/Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailIf Your Social Media Isn’t Bringing You Leads… 👀It’s probably not because you need to post more.The real problem?Your content isn’t turning into conversations.And conversations are what turn into clients.🎙️ In this episode of The Modern Insurance Agent Podcast, we break down what actually makes content convert so you stop posting into the void and start getting inbound messages.Because here’s the truth:There are agents posting less than you…but getting leads every single day.So what are they doing differently?💡 Inside this episode:• Why most content never turns into conversations• The biggest mistake agents make with “educational” posts• Why posting more isn’t the answer• How storytelling creates real connection (and inbound leads)• Likes vs. clients  understanding the difference• Turning everyday conversations into high-converting content• Simple frameworks you can apply immediately⚠️ If you’ve ever thought:“I’m posting… but nothing is happening”This episode will show you exactly what’s missing and how to fix it.🚀 Stop chasing more content and start creating content that actually converts.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailMost Brokerages Want Growth…But Aren’t Built to Scale 👀There’s a difference.A lot of agencies are chasing revenuebut very few have the infrastructure to sustain it.🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Curtis Barton, founder & CEO of ALKEME Insurance, to break down what it really takes to build one of the fastest-growing brokerages in the U.S.Since launching in 2020, ALKEME has scaled into a top 25 brokerage not by accident, but by focusing on what most overlook:Scalable systems. Strong culture. Long-term vision.💡 Inside this episode:• How ALKEME scaled rapidly in a competitive market• Growing without losing independence or entrepreneurial drive• What agency owners misunderstand about joining larger platforms• Why culture is the backbone of successful growth & integration• How AI and custom tech are reshaping modern brokerages• When to build vs. buy technology• What actually makes M&A work beyond the deal• Why developing the next generation of producers is critical🚀 If you want to understand where the industry is going  and how to build a brokerage that’s designed to last this episode will expand your thinking.🔗 Connect with Curtis Barton:https://www.linkedin.com/in/curtisbarton/https://alkemeins.com/Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailYou Don’t Have a Lead Problem… 👀You have a lead response problem.Most insurance agents are sitting on thousands of dollars in missed revenuenot because they need more leads……but because they’re not maximizing the ones they already have.🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Alvin Rai, founder of Driven Results, to break down how agencies are turning overlooked leads into real revenue using AI-powered sales systems.Including one case where:💰 A 9-month-old lead closed for $9,000 in just 72 hours.💡 Inside this episode:• Why most agencies don’t actually need more leads• Where revenue is really leaking in your pipeline• How slow or inconsistent follow-up kills deals• How AI sales agents respond, qualify, and book automatically• Why your old database is one of your biggest hidden assets• How to revive “dead” leads and turn them into deals• Using AI without losing the human touch in sales⚠️ If you’ve ever thought:“I’m buying leads… but not getting results”This episode will completely shift how you see your pipeline.🚀 Stop chasing more leads and start converting the ones you already paid for.🔗 Connect with Alvin Rai:https://www.linkedin.com/in/alvinrai/https://www.facebook.com/AlvinRaihttps://www.drivenresults.coConnect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan MailThe $2,000/Month Mistake Keeping Insurance Agents Stuck 👀Most agents aren’t struggling because they’re not working hard…They’re struggling because of the strategy they’re using.Every month, they spend money on leads…Chase conversations…Close a few deals…Then start over again.🎙️ In this episode of The Modern Insurance Agent Podcast, we break down the $2K/month mistake that keeps agents trapped in this cycle and what the top 1% are doing differently to build a business that actually compounds.💡 Inside this episode:• Why buying leads isn’t the real problem• Renting your business vs. owning it• Why your pipeline disappears the moment you stop spending• How top agents create demand instead of chasing it• Marketing expenses vs. marketing assets• Why referral relationships outperform cold leads• How to build leverage not just more activity⚠️ If you’ve ever thought:“I’m working all day… but nothing is actually building”This one will hit home.🚀 If you’re ready to stop resetting every month and start building something that compounds this episode will change how you approach growth.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group