The Insurance Dream Podcast

Episode 102: From Startup to Multi-Million Dollar Acquisition in Two Years

In this episode Daniel Summers outlines how he took Charles String Agency from a boot-strapped startup to a multi-million dollar acquisition in the span of two years. 

Episode 101: Steps to Successful Cashflow Management, Part 3 (Final)

In today's episode, Abe talks about cashflow freedom and what it means for your Agency's future. 

 

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

 

Episode 100: Steps to Successful Cashflow Management, Part 2

In this episode Abe reviews more steps to successful Cashflow management including how to know if your cashflow is on track, bill payment strategies & avoiding debt.

Today's episode is sponsored by Viva Virtual Assistants: VA's just for the Insurance Industry. https://theinsurancedream.com/virtual-assistants 

Episode 99: Steps to Successful Cashflow Management Part 1

In the first part of "Steps to Successful Cashflow Management" series, Abe talks about the first two key components of Successful Cashflow management. 

 

Today's episode sponsored by Hawksoft: https://theinsurancedream.com/agency-management-system 

Episode 98: How to grow your Agency while you’re on vacation

In this episode of The Five Minute Daily Insurance Meditation, Abe talks about creative ways you can grow your Agency, even while you're on vacation. 

 

Today's episode sponsored by Capital Premium Finance: Earn more overrides, get better service. https://theinsurancedream.com/premium-financing 

Episode 97: How to develop a winning (and low cost) marketing strategy

In today's 5 minute Daily Insurance Meditation, Abe goes over the essential components of a winning (and low cost) marketing strategy. 

 

Today's episode sponsored by CEO Texas, where the Insurance Dream gets all its SWAG: https://theinsurancedream.com/swag-1 

Episode 96: 11 Essential components of business growth through planning

In today's episode, Abe wraps up the "Business Growth through Planning" Series with "11 essential components of business growth through planning". 

 

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

Episode 95: Business Plan Execution & Strategic Alliances

In this episode of The Daily Insurance Dream, Abe talks about how to execute your business plan, as well as how to develop key strategic alliances to grow your Agency. 

Today's episode sponsored by Hawksoft, The only AMS with a 97% recommendation rate. https://theinsurancedream.com/agency-management-system 

Episode 94: What you should have in your Agency’s Strategic Plan

As part of our "Business Growth through Planning Series", we piggy back off of the last two days' episodes and talk about the details you should include in your Agency's Strategic Plan. 

Today's episode sponsored by Viva Virtual Assistants: VA's just for The Insurance Industry. https://theinsurancedream.com/virtual-assistants 

Episode 93: What you should have in your Agency’s Business Plan

In today's episode, Abe talks about the elements of a business plan that apply to an Insurance Agency. 

 

Today's Episode Sponsored by The Fast Track Appointment Program: Guaranteed Carrier Appointments for your Insurance Agency. See a full list of carriers available in your state at: https://ftap.insure/register