The Insurance Dudes

The Insurance Dudes: Craig Pretzinger & Jason Feltman

The Insurance Dudes, Craig Pretzinger and Jason Feltman, help Insurance Agents create a Predictable, Consistent, and Profitable Agency Sales Machine.Learn More About All Of The Free Resources These Dudes Have: https://www.theidudes.com

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Insurance, Coaching, And ADHD with Antonia Bowring! PART 1
5d ago
Insurance, Coaching, And ADHD with Antonia Bowring! PART 1
The Insurance Dudes are back with another exciting episode and this time, their guest, Antonia Bowring, is an executive coach, strategic facilitator, and a one-time standup comedian. So best believe this episode will have you laughing but also learning!The conversation starts with Antonia going into details regarding her coaching career, and some core rules regarding coaching she believes in. but then the conversation flows into the topic of ADHD, and from there, both the hosts and Antonia end up sharing their personal experiences and their ways of dealing with life and work with ADHD. If you have relatable stories or signs of a life with ADHD, this episode is for you!📻 Tune in and become a Pro Insurance Dude with us, we welcome everyone!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Antonia BowringAntonia Bowring is a highly credentialed executive coach, consultant, and strategic facilitator with comprehensive experience in early-stage, nonprofit and corporate settings. She has earned the reputation as a candid coach and an objective sounding board to executives and founders.References:Linkedin:https://www.linkedin.com/in/antonia-bowring/Website: www.ab-strategies.com/Instagram: @antonia_abstrategiesTikTok: @antoniabowring963Book order: www.ab-strategies.com/book
Kathleen’s Take On Retention and Remote Work In Insurance! PART 2
1w ago
Kathleen’s Take On Retention and Remote Work In Insurance! PART 2
Welcome back to another exciting episode with the Insurance dudes, this time they sit down with the ever-so-charming Kathleen Quinn Votaw, an amazing author and creator of her own company “TalenTrust.”Kathleen delves into a conversation revolving around her experience in the recruitment industry and moves on to the critical intricacies of employee retention and onboarding.One of the most crucial topics discussed in this episode is remote working and its consequences, negative and positive.Tactical advice for insurance business owners is woven into the discussion, with Kathleen highlighting the significance of thoughtful team selection based on shared values. 📻 Tune in for a light-hearted yet informative conversation about the insurance industry landscape and ever-changing work ethics.Join us and start your amazing journey of becoming a Pro Insurance Dude today!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Kathleen Quinn VotawKathleen Quinn Votaw is a published author, a globally sought after speaker on all things talent and human capital, and the founder and CEO of TalenTrust, one of Colorado's top women-owned companies for 8 years and counting, according to COBiz Magazine.References:Website:https://talentrust.com/Twitter: https://twitter.com/kqvotawLinkedin: https://www.linkedin.com/in/kathleenquinnvotaw/
Kathleen’s Take On Retention and Remote Work In Insurance! PART 1
Nov 29 2023
Kathleen’s Take On Retention and Remote Work In Insurance! PART 1
Welcome back to another exciting episode with the Insurance dudes, this time they sit down with the ever-so-charming Kathleen Quinn Votaw, an amazing author and creator of her own company “TalenTrust.”Kathleen delves into a conversation revolving around her experience in the recruitment industry and moves on to the critical intricacies of employee retention and onboarding.One of the most crucial topics discussed in this episode is remote working and its consequences, negative and positive.Tactical advice for insurance business owners is woven into the discussion, with Kathleen highlighting the significance of thoughtful team selection based on shared values. 📻 Tune in for a light-hearted yet informative conversation about the insurance industry landscape and ever-changing work ethics.Join us and start your amazing journey of becoming a Pro Insurance Dude today!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Kathleen Quinn VotawKathleen Quinn Votaw is a published author, a globally sought after speaker on all things talent and human capital, and the founder and CEO of TalenTrust, one of Colorado's top women-owned companies for 8 years and counting, according to COBiz Magazine.References:Website:https://talentrust.com/Twitter: https://twitter.com/kqvotawLinkedin: https://www.linkedin.com/in/kathleenquinnvotaw/
The Amalgamation of Insurance And Tech With Jeff Pedowitz PART 2
Nov 27 2023
The Amalgamation of Insurance And Tech With Jeff Pedowitz PART 2
Welcome back to another insightful episode with the Insurance dudes. Today's guest is the legendary Jeff Pedowitz, Founder and CEO of the Pedowitz group, and a best selling author, who joins in to share his experiences and journey.The episode flows from the transformative changes in technology to adaptations in today's rapidly changing digital world.Jeff talks about the significance of AI in various industries, with a particular focus on its potential economic growth in the insurance sector. Jeff also expresses his enthusiasm for the upcoming AI tools, sharing his celebratory feelings of how these AI tools have become our ultimate helpers in this day and age!Join the Idudes and Jeff Pedowitz for a fun conversation filled with ideas to help scale your agencies through strategy, technology, creativity, and execution.📻 Tune in and start your journey of becoming a Pro Insurance Dude with us today!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Jeff Pedowitz:Jeff Pedowitz is the CEO of The Pedowitz Group and author of "AI Revenue Architect: Building Your Time Machine For Exponential Sales Growth." Jeff is a trailblazing thought leader, dedicated to pushing the boundaries of revenue generation and pioneering AI-driven strategies for success.References:LinkedIn https://www.linkedin.com/company/pedowitz-group/Personal https://www.linkedin.com/in/jeffpedowitz/Instagram https://www.instagram.com/jeffpedowitz/?hl=en
The Amalgamation of Insurance And Tech With Jeff Pedowitz PART 1
Nov 22 2023
The Amalgamation of Insurance And Tech With Jeff Pedowitz PART 1
Welcome back to another insightful episode with the Insurance dudes. Today's guest is the legendary Jeff Pedowitz, Founder and CEO of the Pedowitz group, and a best selling author, who joins in to share his experiences and journey.The episode flows from the transformative changes in technology to adaptations in today's rapidly changing digital world.Jeff talks about the significance of AI in various industries, with a particular focus on its potential economic growth in the insurance sector. Jeff also expresses his enthusiasm for the upcoming AI tools, sharing his celebratory feelings of how these AI tools have become our ultimate helpers in this day and age!Join the Idudes and Jeff Pedowitz for a fun conversation filled with ideas to help scale your agencies through strategy, technology, creativity, and execution.📻 Tune in and start your journey of becoming a Pro Insurance Dude with us today!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Jeff Pedowitz:Jeff Pedowitz is the CEO of The Pedowitz Group and author of "AI Revenue Architect: Building Your Time Machine For Exponential Sales Growth." Jeff is a trailblazing thought leader, dedicated to pushing the boundaries of revenue generation and pioneering AI-driven strategies for success.References:LinkedIn https://www.linkedin.com/company/pedowitz-group/Personal https://www.linkedin.com/in/jeffpedowitz/Instagram https://www.instagram.com/jeffpedowitz/?hl=en
Gary Cooper’s Journey Of Success And Self-Discovery! PART 2
Nov 20 2023
Gary Cooper’s Journey Of Success And Self-Discovery! PART 2
Welcome back to another episode of the playbook, today, Jason and Craig are joined by the amazing Gary Cooper, who shares his life’s journey that is nothing short of remarkable.Facing many adversities and challenges, Gary talks about how adopting the infamous “fake it till you make it” motto and lifestyle helped him.Delving into his personal struggles, Gary talks about his transformation and turning point, which required a lot of commitment and room for personal growth and development. The discussion further emphasizes the crucial transition from being an operator to an owner and eventually a chairman, shedding light on the challenges of relinquishing one's identity tied to a specific role.Join us to learn valuable lessons in resilience, decision-making, and achieving lasting fulfillment.📻 Tune in to begin your journey of Pro Insurance Success.The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Gary C. Cooper:Gary C. Cooper is the Executive Chairman of Palmetto Infusion Services which provides home healthcare, medical equipment, nursing, hospice, and Ambulatory Infusion Clinics to thousands of patients across the Carolinas. Gary is also the Founder, President, and CEO of The Carolus Group, a healthcare consulting firm which serves the next generation of entrepreneurs.Dedicated to helping businesses thrive, the focus is on guiding organizations and leadership teams to maximize their potential. This involves providing financial insight and sharing methods to prioritize company missions over personal ego. The ultimate goal is to assist individuals in reaching their personal and professional aspirations. Collaborating with co-author Will Wilkinson, a recent book titled "The Success Paradox: How to Surrender & Win in Business and in Life" explores the importance of letting go for success.References:Website:https://garyccooper.com/Twitter: https://twitter.com/gary_c_cooperLinkedin: https://www.linkedin.com/in/gary-c-cooper/
Gary Cooper’s Journey Of Success And Self-Discovery! PART 1
Nov 15 2023
Gary Cooper’s Journey Of Success And Self-Discovery! PART 1
Welcome back to another episode of the playbook, today, Jason and Craig are joined by the amazing Gary Cooper, who shares his life’s journey that is nothing short of remarkable.Facing many adversities and challenges, Gary talks about how adopting the infamous “fake it till you make it” motto and lifestyle helped him.Delving into his personal struggles, Gary talks about his transformation and turning point, which required a lot of commitment and room for personal growth and development. The discussion further emphasizes the crucial transition from being an operator to an owner and eventually a chairman, shedding light on the challenges of relinquishing one's identity tied to a specific role.Join us to learn valuable lessons in resilience, decision-making, and achieving lasting fulfillment.📻 Tune in to begin your journey of Pro Insurance Success.The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Gary C. Cooper:Gary C. Cooper is the Executive Chairman of Palmetto Infusion Services which provides home healthcare, medical equipment, nursing, hospice, and Ambulatory Infusion Clinics to thousands of patients across the Carolinas. Gary is also the Founder, President, and CEO of The Carolus Group, a healthcare consulting firm which serves the next generation of entrepreneurs.Dedicated to helping businesses thrive, the focus is on guiding organizations and leadership teams to maximize their potential. This involves providing financial insight and sharing methods to prioritize company missions over personal ego. The ultimate goal is to assist individuals in reaching their personal and professional aspirations. Collaborating with co-author Will Wilkinson, a recent book titled "The Success Paradox: How to Surrender & Win in Business and in Life" explores the importance of letting go for success.References:Website:https://garyccooper.com/Twitter: https://twitter.com/gary_c_cooperLinkedin: https://www.linkedin.com/in/gary-c-cooper/
Expert Leadership Advice With Phil Geldart PART 2
Nov 13 2023
Expert Leadership Advice With Phil Geldart PART 2
Another day, another exciting episode packed with insights! This time the Idudes interview the amazing Phil Geldart, who offers valuable insights tailor-made for the insurance industry.One of the central themes followed in this episode is the concept of experiential learning in insurance. Phil introduces an innovative approach that employs games and immersive experiences to impart crucial lessons, creating a dynamic and engaging learning environment for insurance professionals.Apart from experimental learning, the conversation flows from the criteria of good leadership to fostering relationships in the workplace. 📻 tune in to learn all about equal onus, workplace relationship building, and good leadership and mentorship. Keep listening to become a Pro Insurance Dude with us!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Phil GeldartEarly in his career as a corporate trainer, Phil felt there was a better way to help people learn new skills and ways of behaving than the classic approaches to training.Phil had over 18 years of experience working for Nestle. He was Senior VP of Human Resources, leading a strategic initiative that drove profitability through HR and facilitating various executive training programs.Phil has authored 8 books to date. Phil earned his B.Sc. from McGill University. Though his work takes him across the world, he calls Ontario home.References:Website:https://philgeldart.com/Twitter: https://twitter.com/Eagles__FlightLinkedin: https://www.linkedin.com/in/phil-geldart/
Expert Leadership Advice With Phil Geldart PART 1
Nov 8 2023
Expert Leadership Advice With Phil Geldart PART 1
Another day, another exciting episode packed with insights! This time the Idudes interview the amazing Phil Geldart, who offers valuable insights tailor-made for the insurance industry.One of the central themes followed in this episode is the concept of experiential learning in insurance. Phil introduces an innovative approach that employs games and immersive experiences to impart crucial lessons, creating a dynamic and engaging learning environment for insurance professionals.Apart from experimental learning, the conversation flows from the criteria of good leadership to fostering relationships in the workplace. 📻 tune in to learn all about equal onus, workplace relationship building, and good leadership and mentorship. Keep listening to become a Pro Insurance Dude with us!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Phil GeldartEarly in his career as a corporate trainer, Phil felt there was a better way to help people learn new skills and ways of behaving than the classic approaches to training.Phil had over 18 years of experience working for Nestle. He was Senior VP of Human Resources, leading a strategic initiative that drove profitability through HR and facilitating various executive training programs.Phil has authored 8 books to date. Phil earned his B.Sc. from McGill University. Though his work takes him across the world, he calls Ontario home.References:Website:https://philgeldart.com/Twitter: https://twitter.com/Eagles__FlightLinkedin: https://www.linkedin.com/in/phil-geldart/
Insurance Dudes Meet The M&A Pro Bill Snow PART 2
Nov 6 2023
Insurance Dudes Meet The M&A Pro Bill Snow PART 2
Another amazing episode with the dynamic insurance duo! This time they interview Bill Snow,  an author, a speaker, and a seasoned professional in mergers and acquisitionsThe Idudes kick off the episode with a lighthearted discussion about coming up with unique business names in today’s overcrowded market. Moving on to the crucial takeaway from the conversation that is, the importance of considering your personality when venturing into the world of insurance acquisitions. Perseverance and resilience are emphasized as essential traits for success in this field, where rejection can be a common experience.Another important point touched upon is the evaluation of the quality of the book of business. With justified light, that is shed upon client retention and renewal rates.📻 Tune in for a fun-filled view of the experts on the Insurance landscape as well as Mergers and Acquisitions.Keep listening to become a Pro Insurance Dude with us!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Bill SnowBill Snow is an experienced M&A professional with over 30 years of professional experience, including almost two decades as an investment banker. His work includes business sales and capital raises for middle-market companies as well as buy-side services for acquirers seeking middle-market companies. Bill’s clients have included water works manufacturers and value-added distributors as well as firms focusing on packaging, medical supplies and equipment, automotive parts, drink dispensing equipment, security, apparel, refined fuels, and more.References:Website: https://billsnow.comTwitter:  https://twitter.com/bill_snowLinkedin: https://www.linkedin.com/in/billsnow
Insurance Dudes Meet The M&A Pro Bill Snow PART 1
Nov 1 2023
Insurance Dudes Meet The M&A Pro Bill Snow PART 1
Another amazing episode with the dynamic insurance duo! This time they interview Bill Snow,  an author, a speaker, and a seasoned professional in mergers and acquisitionsThe Idudes kick off the episode with a lighthearted discussion about coming up with unique business names in today’s overcrowded market. Moving on to the crucial takeaway from the conversation that is, the importance of considering your personality when venturing into the world of insurance acquisitions. Perseverance and resilience are emphasized as essential traits for success in this field, where rejection can be a common experience.Another important point touched upon is the evaluation of the quality of the book of business. With justified light, that is shed upon client retention and renewal rates.📻 Tune in for a fun-filled view of the experts on the Insurance landscape as well as Mergers and Acquisitions.Keep listening to become a Pro Insurance Dude with us!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Bill SnowBill Snow is an experienced M&A professional with over 30 years of professional experience, including almost two decades as an investment banker. His work includes business sales and capital raises for middle-market companies as well as buy-side services for acquirers seeking middle-market companies. Bill’s clients have included water works manufacturers and value-added distributors as well as firms focusing on packaging, medical supplies and equipment, automotive parts, drink dispensing equipment, security, apparel, refined fuels, and more.References:Website: https://billsnow.comTwitter:  https://twitter.com/bill_snowLinkedin: https://www.linkedin.com/in/billsnow
Growth and Mentorship Navigation with Brandan Keegan PART 2
Oct 30 2023
Growth and Mentorship Navigation with Brandan Keegan PART 2
Another day, another playbook!! This time we have the legendary Brendan Keegan, CEO of Merchant Fleet, with us to discuss the landscape of insurance and leadership!We start with Brendan discussing the challenges of managing large vehicle fleets, offering a unique perspective on the risks and strategies to mitigate them. We also get into the challenges of managing large vehicle fleets, and Brandan offers a unique perspective on the risks involved and the strategies to mitigate them.The conversation delves into the impact of remote work on professional development and underscores the competitive advantage of being present in the office, as well as the power of hard work, innovation, and adaptability as key components of a successful career.📻 Tune in for a Fascinating episode with the Idudes and Brandan Keegan. Keep listening to become a Pro Insurance Dude!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Brendan P. KeeganHe is the Chairman, CEO, and President of Merchants Fleet, a fleet management company that provides services to businesses of all sizes. Merchants Fleet helps businesses to manage their vehicle fleets, including acquisition, financing, maintenance, and disposal.Keegan has over 20 years of experience in the technology industry, and he has held leadership positions at companies such as Electronic Data Systems (EDS), HP Enterprise Services, and Worldwide TechServices. In these roles, he has led teams to develop and deliver innovative technology solutions to customers around the world.Overall, Keegan is a highly successful and respected leader in the technology and fleet management industries. He is known for his innovative approach to business and his ability to lead teams to achieve success.References:Website:  https://brendanpkeegan.com/Twitter:  https://twitter.com/bpkFEARLESSLinkedin: https://www.linkedin.com/in/brendanpkeegan/
Growth and Mentorship Navigation with Brandan Keegan PART 1
Oct 25 2023
Growth and Mentorship Navigation with Brandan Keegan PART 1
Another day, another playbook!! This time we have the legendary Brendan Keegan, CEO of Merchant Fleet, with us to discuss the landscape of insurance and leadership!We start with Brendan discussing the challenges of managing large vehicle fleets, offering a unique perspective on the risks and strategies to mitigate them. We also get into the challenges of managing large vehicle fleets, and Brandan offers a unique perspective on the risks involved and the strategies to mitigate them.The conversation delves into the impact of remote work on professional development and underscores the competitive advantage of being present in the office, as well as the power of hard work, innovation, and adaptability as key components of a successful career.📻 Tune in for a Fascinating episode with the Idudes and Brandan Keegan. Keep listening to become a Pro Insurance Dude!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Brendan P. KeeganHe is the Chairman, CEO, and President of Merchants Fleet, a fleet management company that provides services to businesses of all sizes. Merchants Fleet helps businesses to manage their vehicle fleets, including acquisition, financing, maintenance, and disposal.Keegan has over 20 years of experience in the technology industry, and he has held leadership positions at companies such as Electronic Data Systems (EDS), HP Enterprise Services, and Worldwide TechServices. In these roles, he has led teams to develop and deliver innovative technology solutions to customers around the world.Overall, Keegan is a highly successful and respected leader in the technology and fleet management industries. He is known for his innovative approach to business and his ability to lead teams to achieve success.References:Website:  https://brendanpkeegan.com/Twitter:  https://twitter.com/bpkFEARLESSLinkedin: https://www.linkedin.com/in/brendanpkeegan/
Unlock Law #1 - The 48 Laws of Power | Power Play for Insurance | Insurance Agency Playbook
Oct 23 2023
Unlock Law #1 - The 48 Laws of Power | Power Play for Insurance | Insurance Agency Playbook
Another day another playbook! This time the Insurance Dudes take over with the 48 laws of power by Robert Greene!Starting with the first law, “NEVER OUTSHINE THE MASTER,” Craig goes on and describes in incredible detail how to follow this rule in the PNC insurance landscape.The examples representing the misfortune of Fouquet and the brilliance of Galileo, Craig talks about the major lessons these examples and the first law teach us:Always make your bosses feel comfortably superior.Make sure you impress them by showing you’re playing ball.Make your masters feel more brilliant than they are to achieve greater success!📻 Tune in for an insightful and fun episode with the Insurance dudes and learn about the 48 laws of power!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY! 👇https://www.theidudes.com/implants1608704377984#submit-formFor more information and access to valuable resources, visit the Insurance Dudes!https://www.theidudes.com/implants1608704377984
Unlocking Insurance Success | Wisdom from the Expert Andy Neary PART 2
Oct 18 2023
Unlocking Insurance Success | Wisdom from the Expert Andy Neary PART 2
Join us for another insightful episode, this time we have with us an insurance expert Andy Neary, with his enriched experience spanning over 15 years.We take a deep dive into the challenges faced by insurance agents and discuss the need for a well-structured marketing strategy for your agency.Andy gives his two cents about the importance of psychographics as well as the demographics and the positive impact truly understanding your prospects brings to you!📻 tune in and learn the importance of Drive, Discipline, Consistency, and credibility in the world of insurance with Andy and the Insurance dudes. And set your agency up for success!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Andy NearyAndy Neary is a former Professional Baseball Player, a two-time Iron Man finisher, business coach, and founder of Complete Game Consulting. Combining the skills and talents he used to compete in professional baseball and Ironman, Andy’s on a mission to help business and insurance professionals succeed in their careers and in life. He helps insurance professionals target the right audiences at the right time. His programs help people cultivate the “off-field” habits, mindset, and rituals that lead to all-star performances.References:Website: https://andyneary.comTwitter - https://twitter.com/ANearyinCOFacebook - https://www.facebook.com/AndyNeary333Instagram - https://www.instagram.com/andy_nearyLinkedIn - https://www.linkedin.com/in/andyneary/
Unlocking Insurance Success | Wisdom from the Expert Andy Neary PART 1
Oct 16 2023
Unlocking Insurance Success | Wisdom from the Expert Andy Neary PART 1
Join us for another insightful episode, this time we have with us an insurance expert Andy Neary, with his enriched experience spanning over 15 years.We take a deep dive into the challenges faced by insurance agents and discuss the need for a well-structured marketing strategy for your agency.Andy gives his two cents about the importance of psychographics as well as the demographics and the positive impact truly understanding your prospects brings to you!📻 tune in and learn the importance of Drive, Discipline, Consistency, and credibility in the world of insurance with Andy and the Insurance dudes. And set your agency up for success!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!Bio of Andy NearyAndy Neary is a former Professional Baseball Player, a two-time Iron Man finisher, business coach, and founder of Complete Game Consulting. Combining the skills and talents he used to compete in professional baseball and Ironman, Andy’s on a mission to help business and insurance professionals succeed in their careers and in life. He helps insurance professionals target the right audiences at the right time. His programs help people cultivate the “off-field” habits, mindset, and rituals that lead to all-star performances.References:Website: https://andyneary.comTwitter - https://twitter.com/ANearyinCO Facebook - https://www.facebook.com/AndyNeary333 Instagram - https://www.instagram.com/andy_neary LinkedIn - https://www.linkedin.com/in/andyneary/
How To Raise The Bar For Your  Insurance Agency Expectation’s | Insurance Agency Playbook
Oct 11 2023
How To Raise The Bar For Your Insurance Agency Expectation’s | Insurance Agency Playbook
The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY! 👇https://www.theidudes.com/implants1608704377984#submit-formFor more information and access to valuable resources, visit the Insurance Dudes!https://www.theidudes.com/implants1608704377984
5 Reasons Why Insurance Leads Don't Work | Insurance Agency Playbook
Oct 9 2023
5 Reasons Why Insurance Leads Don't Work | Insurance Agency Playbook
Welcome to another episode of the playbook, this time the dynamic duo dives deep into 5 quintessential reasons why insurance leads often fall short!Shedding light on the common pitfalls and strategic challenges that insurance agents face, the hosts emphasize on the persistent follow-ups and maintenance of a real and emotional connection with clients.Also covering the critical role that CRM systems play, the Idudes encourage insursnce agents to let go of the common misconception of "bothering" leads and encourage daily follow-ups for consistent engagement.📻 Tune in for some actionable advice and strategies to overcome challenges you may be facing in your agency.Subscribe now to become a pro Insurance dude today!The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY! 👇https://www.theidudes.com/implants1608704377984#submit-formFor more information and access to valuable resources, visit the Insurance Dudes!https://www.theidudes.com/implants1608704377984
Recruiting Millennials in Insurance: Challenges and Opportunities with Tony Canas PART 2
Oct 4 2023
Recruiting Millennials in Insurance: Challenges and Opportunities with Tony Canas PART 2
Welcome back to another exciting episode of the playbook. This time the dynamic duo is here with Tony Canas, a young insurance nerd and a blogger, and they talk about the challenges and opportunities of recruiting and retaining millennials in the insurance industry.The discussion kicks off with a strong focus on the importance of providing clear career paths within insurance agencies. The hosts stress that offering opportunities for growth and development is essential, especially for younger employees, to prevent talent drain to remote work options prevalent in today's job market.The significance of having a compelling mission and vision within an insurance agency is a key takeaway from the episode. The hosts emphasize how different generations attribute varying levels of importance to these aspects of the workplace and why they matter in attracting and retaining talent.📻 Tune in for a fun and refreshing take on the insurance industry and subscribe now to become an Insurance Dude today!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY! 👇https://www.theidudes.com/implants1608704377984#submit-formFor more information and access to valuable resources, visit the Insurance Dudes!https://www.theidudes.com/implants1608704377984
Recruiting Millennials in Insurance: Challenges and Opportunities with Tony Canas PART 1
Oct 2 2023
Recruiting Millennials in Insurance: Challenges and Opportunities with Tony Canas PART 1
Welcome back to another exciting episode of the playbook. This time the dynamic duo is here with Tony Canas, a young insurance nerd and a blogger, and they talk about the challenges and opportunities of recruiting and retaining millennials in the insurance industry.The discussion kicks off with a strong focus on the importance of providing clear career paths within insurance agencies. The hosts stress that offering opportunities for growth and development is essential, especially for younger employees, to prevent talent drain to remote work options prevalent in today's job market.The significance of having a compelling mission and vision within an insurance agency is a key takeaway from the episode. The hosts emphasize how different generations attribute varying levels of importance to these aspects of the workplace and why they matter in attracting and retaining talent.📻 Tune in for a fun and refreshing take on the insurance industry and subscribe now to become an Insurance Dude today!About Jason and Craig:Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!GET YOUR FREE INTERNET LEAD CHECKLIST TODAY! 👇https://www.theidudes.com/implants1608704377984#submit-formFor more information and access to valuable resources, visit the Insurance Dudes!https://www.theidudes.com/implants1608704377984