The Insurance Dream Podcast

420: The AI & Automation Playbook for Insurance Agencies

Working harder isn’t the answer—working smarter is. This episode breaks down the three game-changing automation tools every insurance agency should be using in 2025. Discover how AI-powered quoting, automated follow-ups, and AI chatbots can free up your time while increasing revenue. Whether you want to close more policies or eliminate manual busywork, this episode is packed with actionable automation tips to help your agency scale.
Episode sponsored by: https://theinsurancedream.com/virtual-assistants 

419: The Biggest Profit Killers in Your Agency (And How to Fix Them)

Is your agency losing money without realizing it? In this episode, we uncover the top three profit killers that could be draining your revenue—slow quoting, underpricing policies, and inefficient workflows. Learn practical fixes to streamline your processes, increase profitability, and close more deals faster. If you’re ready to plug the leaks in your business, this episode is for you!

Episode sponsored by: https://theinsurancedream.com/digital-marketing 

418: Romance & Risk: What Love and Insurance Have in Common

ove and insurance have more in common than you think—both require trust, commitment, and a solid plan for the future. In this Valentine’s Day episode of The Insurance Dream, we explore how agency owners can use this holiday to start conversations about engagement ring coverage, liability risks for businesses, and why every client needs a ‘Love Your Policy’ review.

Learn how to turn love into loyalty and keep your clients protected through life’s biggest milestones. Plus, get a simple, actionable way to reconnect with your book of business today!

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

417: Why Your Clients Leave (And How to Stop It)

Clients leaving your agency? In today’s episode of The Insurance Dream, we break down the top reasons why clients walk away—and, more importantly, how to keep them loyal. From staying visible and adding value to delivering top-tier service and building trust, these simple strategies will help you retain more business and grow your book.

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

416: Handling an Angry Customer – Skills & Self-Talk for Agents

Dealing with an angry customer can be tough, but the way you handle the situation can make all the difference. In today’s episode, we dive into key skills and self-talk strategies that help you stay calm, diffuse tension, and turn a frustrated client into a long-term one. We’ll discuss why it’s important not to mirror their energy, how to offer solutions instead of excuses, and when to draw the line with abusive customers. Most of the time, patience and kindness go a long way—but when necessary, knowing when to fire a client is just as important. Tune in for practical tips to handle these tough situations with confidence!

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

415: The Octopus of Marketing: Why you need multiple arms running

In today's episode, Abe talks about The Octopus of Marketing and why insurance agency owners need multiple marketing arms working simultaneously to keep their sales pipeline full. Learn how to diversify your lead generation efforts and avoid slow periods by implementing strategies that adapt to market changes and client preferences. Don't let your agency rely on just one arm—let them all work for you!

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

414: Top AI software & programs for your Agency

Following up on yesterday's episode, Abe talks about the top AI powered software for your business. Here are the programs Abe talks about on today's show: 

https://www.glia.com/


https://www.tarmika.com/

 

https://betteragency.io/

 

https://www.hubspot.com/

 

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

 

 

413: How to Use AI in Your Insurance Agency Without Replacing Your Staff

In today's episode, Abe talks about first steps you can take in your Agency to integrate AI without a fear that it is there to replace your staff (it's there to make their jobs easier & more productive!). 

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

412: Auto Insurance shopping hits all time high: How to capitalize and retain

In today's episode Abe talks about a recent report stating that Auto Insurance policy shopping just hit a record, and what you can do to grow your Agency with this information. 

 

https://theinsurancedream.com/payment-processing 

411: Catastrophic weather: The crisis and the opportunity

In today's episode Abe talks about the severe weather events happening at a breakneck speed. He discusses steps you can take to grow your Agency in spite of the challenges. 

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