The Insurance Dream Podcast

481: When Things Get Hard: How to Refocus and Push Through: Part 2

Success doesn’t come from vague goals — it comes from knowing exactly what you’re aiming for and mapping the path to get there. In this episode, Abe walks through how to define success in measurable terms and build a strategy list that connects every action directly to your outcome. You’ll leave with a simple, practical framework for setting the right goals and the right plan.

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

480: When Things Get Hard: How to Refocus and Push Through: Part 1

When things get hard, clarity is your best weapon. In this episode, Abe shares how to pause, reset, and cut through the noise so you can zero in on the real problem holding you back. Learn how to clear the clutter, identify your anchor, and regain the focus you need to move forward with confidence.

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

479: Stop Quoting, Start Consulting: The Shift That Wins Business

Quoting keeps you in the price race. Consulting makes you a trusted advisor. In this episode, discover how to shift from quoting to consulting — and why that change wins clients who stay for the long haul.

Sponsored by: https://theinsurancedream.com/payment-processing 

478: Systems Break at Scale: Why Success Demands Reinvention

The processes that worked at $1M won’t carry you to $5M. Growth exposes cracks, and without reinvention, your agency stalls. Learn how to spot when systems are breaking and how to upgrade before it’s too late.

Sponsored by: https://theinsurancedream.com/virtual-assistants 

477: The Illusion of the Big Account: Why Chasing Whales Can Sink You

Big accounts look tempting, but they often drain resources and destabilize your agency. In this episode, we unpack why mid-sized, profitable accounts usually deliver more stability and long-term success.

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

 

476: From Order-Takers to Rainmakers

Is your team just quoting what prospects ask for, or are they uncovering opportunities and driving real growth? In this episode of The Insurance Dream, we’ll dig into the difference between order-takers and rainmakers—and how to train your staff to make the leap. Learn the mindset shifts, questions, and coaching that turn staff from passive processors into proactive advisors. If you want to create a culture of rainmakers who build revenue instead of waiting for it, start here.

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

475: How to Build Leaders Instead of Babysitters

Too many agency managers act like babysitters—checking boxes and watching tasks instead of owning results. In this episode of The Insurance Dream, we’ll explore how to transform managers and senior staff into true leaders who drive outcomes, not just supervise activity. You’ll learn how to define success in terms of outcomes, empower your people with real authority, and stop micromanaging so leadership can flourish. If you want a team that grows without constant babysitting, this one’s for you.

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

474: 3 Tips for Captive Agents Declaring Their Independence

Making the leap from captive to independent agency ownership can feel overwhelming, especially in that critical first year. In this episode, I’m joined by Spencer with Brightfire to break down three essential tips every agent should focus on when declaring their independence. We talk about setting realistic first-year goals, choosing the right carrier access strategy, deciding which products to sell, and building workflows that create strong client relationships from day one. You’ll also hear practical advice on establishing your online presence so your new agency can be found and trusted. If you’re considering going independent—or you’ve just taken the leap—this episode will help you chart a clearer path to success.

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

473: Reverse-Engineer Your Revenue Goals (part 2)

You know your revenue target — but do you actually know what it takes to hit it? In this episode, we walk through how to reverse-engineer your agency’s financial goals into real, trackable daily actions. From average commission math to quote volume benchmarks, we’ll show you how to turn that million-dollar dream into a week-by-week production plan. This is where guessing stops — and building starts.

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

472: Reverse-Engineer Your Revenue Goals (part 1)

That $4,000 commission day might feel like a win — but is it really moving you closer to your goals? In this episode, we flip the script on how you track progress. Instead of counting how much you’ve done, start tracking how far you still have to go. We’ll break down how daily success can mask monthly shortfalls, and how to use your revenue gap as fuel — not failure. If you want to hit $1M this year, you’ll need more than good days… you’ll need consistent, strategic ones.

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