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All Episodes

The Agents Confidential Podcast — 91 episodes

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Title
1

Protecting Your Clients: Cybersecurity Tips for Insurance Agents

2

The Medicarians Game Plan with Brian Platte

3

Building Retirement Happiness with Frank Fuss

4

Winning in a changing market with Emily Martens

5

The biggest threat to Medigap no one’s talking about | Andrew Saul (Part 2)

6

Navigating the Medicare Market with Andrew Saul

7

How Chris Farmer built a thriving Insurance Agency

8

The State of the Insurance Industry with Brian Platte

9

Classified Clip: The Toaster Rule Every Agent Should Know

10

Diversification that Actually Serves your Clients

11

How to Build a Scalable Agency Brand

12

What Nike Teaches Insurance Agents About Branding

13

How To Build A Referral Engine By March

14

The 2026 Agent Operating System

15

Your agent game plan for 2026

16

1 Day Until AEP | Game Time: Trust Your Prep, Serve with Confidence

17

2 Days Until AEP | Protect Your Energy: Self-Care Before the Rush

18

3 Days Until AEP | Beyond the Sale: Build Relationships That Last

19

4 Days Until AEP | Progress Over Perfection: Every Step Counts

20

5 Days Until AEP | Protect Your Time: Schedule Admin Blocks

21

6 Days until AEP | Lead with Confidence and Clarity

22

7 Days Until AEP | Organize your digital workspace.

23

8 Days Until AEP | Create Pre-Appointment Checklists

24

9 Days | Create a Follow-Up System

25

10 Days Until AEP | Stay Ready: Build Backup Plans for Clients

26

11 Days Until AEP | Save Time, Build Trust: Create Email Templates

27

12 Days Until AEP | Keep It Simple: Clear Appointment Confirmations

28

13 Days Until AEP | Fuel Your Focus: Don’t Skip Meals

29

14 Days Until AEP | You’ve Got This: Trust Your Prep, Trust Yourself

30

15 Days Until AEP | Plan Ahead: Give Complex Clients the Time They Deserve

31

16 Days Until AEP | Clear the Noise: Protect Your Focus, Protect Your Time

32

17 Days Until AEP | Build Your Quick Access Toolkit: Work Smarter, Save Energy

33

18 Days Until AEP | Sleep Is Your Superpower: Protect Your Rest, Boost Your Performance

34

19 Days Until AEP | Remember Your Impact: Guiding Clients with Confidence

35

20 Days Until AEP | Prep Like a Pro: Smoother, Faster, More Impactful Appointments

36

21 Days Until AEP | Take Charge Now: Master Your Day with Time Blocking

37

22 Days Until AEP | Act Before the Rush: Creating Control with Your Calendar

38

23 Days Until AEP | Motivational Reminder: Success is built one step at a time.

39

24 Days Until AEP | Productivity Hack: Batch similar tasks together.

40

25 Days Until AEP | Answer Before They Ask: Creating Your FAQ List

41

26 Days Until AEP | Health Tip: Take regular breaks.

42

27 Days Until AEP | Making a Difference, One Client at a Time

43

28 Days Until AEP | Auto-Remind Your Clients

44

29 Days Until AEP | Productivity Hack: Use the 2 Minute Rule

45

30 Days Until AEP | Health Tip: Stay Sharp by keeping hydrated

46

31 Days Until AEP | Create a Daily AEP Action Plan

47

32 Days Until AEP | Here's a motivating reminder...

48

33 Days Until AEP | Productivity Hack: Set daily goals, not just long-term ones.

49

34 Days Until AEP | Prepare your Scope of Appointment forms

50

35 Days Until AEP | Get Your Marketing Materials in Order

51

36 Days Until AEP | Update your CRM

52

37 Days Until AEP | Start organizing your client list!

53

38 Days Until AEP | Clean Out Your Inbox

54

39 Days Until AEP | Do a Compliance Mini-Audit

55

40 Days Until AEP | Build a Quick Reference Sheet

56

41 Days Until AEP | Create any call scripts

57

42 Days Until AEP | Set your AEP goals

58

43 Days Until AEP | Reconnect with Referral Partners

59

A Mindset Reset for AEP

60

Structure is support: building client-first experiences

61

Pressure is a Privilege: Thriving in High-Stakes Seasons

62

How to Cut the Noise: Protecting Seniors from Unwanted Calls, Mail & Scams

63

Habit Stacking for Agents: How to Automate Your Discipline

64

Your Mid-Year Agent Reset

65

Your Website = Your First Impression: What every agent needs

66

The Cutest Corporate Takeover Ever

67

Compliance Made Simple: What You Need to Know Before AEP

68

Clarity Sells: The Power of Cognitive Fluency in Marketing

69

The Agent-to-CEO Mindset

70

The Emotion-First Sales Script: 5 Questions That Build Instant Trust in Insurance Sales

71

Stuck? Start Here. How Action Creates Clarity

72

From Connection to Close: Mastering Emotional Sales in Insurance

73

How to Build Stronger Carrier Relationships with Nathan Wirth

74

Confessions from the Field: What I’d Do Differently If I Started Over

75

Lessons from the Woodshop with Scott Norman

76

Stop Selling Insurance: Marketing Mindset Shift Every Insurance Agent Needs to Hear

77

Grow and Scale Your Business: Why Culture, People, and SOPs Matter More Than You Think

78

Classified Clip: Why Company Culture Isn’t Optional

79

Why Your Nervous System Is Sabotaging Your Business (And How to Fix It)

80

Understanding CRMs: What Every Insurance Agent Needs to Know

81

Navigating Technology in the Insurance Industry with Brian Platte

82

The Agent Reset: Breathe, Refocus, Succeed

83

Branding for Insurance Agents: How to Build Trust, Authority, and a Recognizable Business

84

Networking Secrets Every Insurance Agent Needs to Know

85

Active Listening in Sales

86

Turning Objections Into Opportunities

87

Classified Clips: Income Growth Strategy

88

Leveraging Centers of Influence for Insurance Agents

89

Succession Planning in the Insurance Business with Brian Platte

90

Classified Clips: The Importance of Brand Recognition and Marketing

91

From Reflection to Results: Unlocking your growth potential for 2025