The Insurance Dream Podcast

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 

471: Digital Marketing Tactics to Stay Timely & Relevant

Holidays and industry-specific awareness days aren’t just fun dates on the calendar—they’re powerful marketing opportunities. In this episode, I’m joined by [Sponsor Name] to talk about how insurance agencies can tap into these moments to boost brand awareness, engage with their audience, and drive traffic. We cover how to incorporate national days into blogs and social media, the role of SEO and hashtags, ways to recycle evergreen content, and creative ideas to spark real interaction with your followers. If you’ve been looking for simple ways to stay timely and relevant online, this conversation is packed with practical, easy-to-implement tips.

 

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

470: The High-Value Email You’re Not Sending (But Should Be)

This one email can transform your relationship with clients — no selling required. In this episode, we break down the timing, structure, and purpose of the one high-value email every insurance agency should be sending to improve retention, upsells, and referrals.

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

469: Retention Isn’t About Price — It’s About Permission

If your retention strategy only kicks in 30 days before renewal, you’re already behind. This episode explores how to earn client permission to educate, advise, and re-shop well before renewal day. Price matters — but trust and timing matter more.

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

468: The Bottleneck You Don’t See: How You’re Slowing Down Your Own Agency

You might be the biggest bottleneck in your own agency — and not even realize it. In this episode, we unpack the hidden ways insurance agency owners accidentally slow down growth, quoting, onboarding, and more. If you feel like everything runs through you, this episode is your wake-up call — and your roadmap out. 

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

467: Fix the Follow-Up, Fix the Agency

Most deals — and most trust — are lost in the gap between touchpoints. This episode explores why your follow-up process might be costing you referrals, renewals, and reputation, and what to do about it. Whether it’s pipeline leads, claims updates, or basic policy service, we'll show you how to build a system where nothing slips through.

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

466: What Your Clients Wish You Knew (But Won’t Say)

Clients rarely complain — they just leave. In this episode, we explore the silent signals that customers give when they’re dissatisfied and how to become more proactive and intuitive in your service. You’ll walk away with three powerful tweaks to your communication style that help retain clients longer and make them feel genuinely cared for.

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

465: The Hidden Cost of a Broken System

Your agency might seem like it's running fine — quotes are getting done, claims are being filed — but if your systems are inconsistent or clunky, you're bleeding money and customer trust. In this episode, we break down how to identify hidden friction in your workflows and offer practical fixes that save time, reduce staff burnout, and elevate the client experience.

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

463: Train for Turnover: Build Roles That Outlive Employees

Turnover happens — but it doesn’t have to be a crisis. In this episode, we dive into the Train for Turnover mindset: building systems, documentation, and backup plans so your agency runs smoothly even when people leave. Discover how to protect your client experience and team culture through smart preparation.

462: The Client Journey: See Your Agency Through Their Eyes

Think your agency is delivering a great experience? Are you sure? This episode flips the script by walking through a typical client journey step-by-step — from first contact to renewal — highlighting the silent frustrations that could be hurting your retention and referrals. You’ll walk away with practical steps to create smoother, more impressive client experiences.