The Insurance Dream Podcast

440: Building Momentum: How to Keep Growing When It Gets Uncomfortable

Growth doesn’t stop when the investment is made — that’s when the real work begins. In the final episode of Growth is Scary... But Worth It, we explore how to lead through the discomfort of scaling, create accountability rhythms, and stay committed when things get messy. Progress, not perfection, is what builds lasting momentum. 

Today's episode is sponsored by: https://theinsurancedream.com/payment-processing 

439: Multiply What Works: Smart Investments Start with What You Already Do Well

You don’t need a brand-new strategy — you need to scale what’s already working. In this episode of Growth is Scary... But Worth It, we break down how to identify your agency’s strengths, invest in them wisely, and overcome the challenge of turning personal success into scalable systems your whole team can execute.

Today's episode sponsored by: https://theinsurancedream.com/virtual-assistants 

438:Why Growth Feels Risky (And Why That's Okay)

Growth isn't just exciting — it's scary. In this kickoff to our Growth is Scary... But Worth It mini-series, we unpack why investing in your agency triggers fear, doubt, and hesitation — and why that’s a normal (even necessary) part of the journey. Learn how to recognize fear as a signal for growth, not a stop sign.

Today's episode sponsored by: https://theinsurancedream.com/digital-marketing 

437: Systems That Scale: Automations I Wish I Had Sooner

If you're still doing everything manually in your agency, you're not scaling — you're surviving. In this episode, I share three game-changing automations I wish I had implemented way earlier. From lead intake to renewal reminders to team accountability, these systems free up your time and create predictable, repeatable results. Want to grow without the chaos? Start here. 

 

Today's episode sponsored by: https://theinsurancedream.com/payment-processing 

436: Should You Add a Quote Team or Just Hire Better Producers?

Is your agency better off with high-performing producers who quote their own business — or is it time to build a dedicated quote team? In this episode, we break down the pros and cons of both strategies, explore the hidden costs of producer quoting, and help you decide how to scale efficiently without sacrificing sales momentum. Whether you're a small agency or scaling fast, this episode will help you rethink how work gets done. 

 

Today's episode sponsored by: https://theinsurancedream.com/virtual-assistants 

435: Your Dream, Their Nightmare: When Staff Hate the Growth You're Building

You're growing your agency, building your dream — but your team seems frustrated, overwhelmed, or even checked out. Why? In this episode, we explore the hidden tension between agency owners chasing growth and the staff who feel left behind. Learn how to align your vision with your team's mindset, avoid burnout and resentment, and lead a culture that grows together. If your dream is starting to feel like a nightmare to others… this one’s for you.

Sponsored by: https://theinsurancedream.com/digital-marketing 

434: Delegating Like a Pro: How to Keep Your VAs Accountable Without Micromanaging

You built the VA playbook—now it’s time to make sure the work gets done right. In this episode of The Insurance Dream, we dive into how to delegate tasks effectively, keep your virtual assistants on track, and build a system of accountability—without turning into a micromanager.

You’ll learn:

• The #1 mistake agency owners make when delegating

• Simple tools to track tasks and progress (without overwhelming your team)

• How to run quick, effective check-ins that boost results

• The KPIs that actually matter for VA performance

• How to know when it’s time to coach—or time to cut ties

If you’re serious about scaling your agency without burning out, this is the episode you don’t want to miss.

Today's episode sponsored by: https://theinsurancedream.com/payment-processing 

433: Building Your VA Playbook: Systems That Save You Time & Money

Tired of repeating yourself every time you bring on a new VA? In this episode of The Insurance Dream, we walk you through exactly how to create a simple, effective playbook that gives your virtual assistants the structure they need—and gives you back your time.

You'll learn:

• Why every VA needs a clear, organized playbook

• What to include—from quoting steps to email templates

• How to use ChatGPT to quickly draft SOPs and scripts

• The best tools for delivering training and storing documentation

• How to track VA performance and KPIs that actually matter

Whether you already have a VA or you're just thinking about hiring one, this episode will help you build systems that save time, reduce errors, and scale your agency the smart way.

Today's episode sponsored by: https://theinsurancedream.com/virtual-assistants 

432: The 5-Minute Guide to Scaling Your Agency

In this fast-paced episode of The Insurance Dream, we’re giving you a simple, actionable blueprint for scaling your insurance agency without the overwhelm. From outsourcing low-revenue tasks to VAs, to knowing exactly when to hire your next agent—and how to train them using ChatGPT—you’ll learn the 5 key steps to grow your team and boost your revenue, all while getting your time back.

Whether you’re a solo agency owner or already managing a small team, this 5-minute guide will give you the clarity and strategy you need to take your business to the next level.

Today's episode sponsored by: https://theinsurancedream.com/digital-marketing 

431: The Future of Certificates of Insurance: Automation, Compliance, and What Agents Need to Know

Certificates of Insurance are one of the biggest time drains in commercial insurance—especially for agencies serving contractors and trades. In this episode of The Insurance Dream, we’re diving into the future of COIs and how smart agencies are using automation and client self-service tools to save time, reduce E&O risk, and seriously impress their clients.

You'll learn:

• Why the old way of processing COIs is costing you money

• How automation tools are transforming certificate workflows

• The exact “better way” to handle COIs without sacrificing compliance

• How to position your agency as the go-to for busy contractors

If your team is buried in certificates every week, this episode is your blueprint for doing less, serving better, and reclaiming your time.

Today's episode sponsored by: https://theinsurancedream.com/payment-processing