Shoot Us A Message!

Welcome to another episode of The Insurance Dudes! In this riveting episode, our hosts Eric Brown and Craig Pretzinger sit down with Nik Champion, founder of Champion Insurance Agency. Together, they delve into the highs and lows of the insurance business, including Nik’s harrowing experience with a client's threats, the importance of maintaining professional boundaries on social media, and the challenges of rebranding an acquired agency.

Nik opens up about the strategic growth of his agency from a humble start in 2017 to a thriving operation with 16 employees and an anticipated $14 million in premiums. The conversation covers a wide array of crucial topics, including the importance of ethical decision-making, modernizing operations, and juggling personal sacrifices for business growth.

Listeners will gain valuable insights into effective sales strategies, staff management, and progressive practices like employing a mental health coach. Nik also shares personal anecdotes and leadership philosophies, emphasizing the significance of treating employees as the top priority and maintaining integrity in all business dealings.

Tune in to hear how Nik Champion and our hosts navigate through the complex world of insurance, providing a blueprint for success and paving the way for aspiring insurance professionals.

Grab our newly released book at a discount!
https://ln.run/02VKz

The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

Support the show

Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!

And a review over on the Apple Podcasts would be incredible!

Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.

We appreciate you!

Craig Pretzinger & Jason Feltman
The Insurance Dudes

Shoot Us A Message!

Welcome to The Insurance Dudes Podcast! I'm your host, Jason Feltman. In today's episode, we dive into a topic that every business owner can relate to – reigniting the passion and fun in your business. Remember those early days when every new client felt like a win and running your agency was exhilarating? Over time, the thrill can fade, and it might start feeling more like a daily grind. But here’s the good news – it doesn’t have to stay that way.

Today, we'll uncover actionable steps and a simple framework to help you reconnect with your original passion, identify and focus on your zone of genius, and delegate the tasks that drain your energy. We’ll also discuss creating enjoyable systems and processes, celebrating small wins, managing emotions effectively, and surrounding yourself with the right people. So, if you’re ready to make your business fun again and reignite that entrepreneurial fire, let’s dive in!

Grab our newly released book at a discount!
https://ln.run/02VKz

The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

Support the show

Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!

And a review over on the Apple Podcasts would be incredible!

Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.

We appreciate you!

Craig Pretzinger & Jason Feltman
The Insurance Dudes

Shoot Us A Message!

Attention all P&C Insurance Agents!

Ready to level up your agency? 🔥 Join Agent Elite today and lock in your spot as a Founding Member with lifetime access!

Founding Members get:
✔ FREE access to the best-selling book Million Dollar Agency
✔ A powerful lead checklist to close more deals
✔ Expert sales tips & exclusive live events!

This offer is limited, so don’t wait—sign up now and secure your spot!

🔗 https://www.skool.com/agentelite

Grab our newly released book at a discount!
https://ln.run/02VKz

The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

Support the show

Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!

And a review over on the Apple Podcasts would be incredible!

Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.

We appreciate you!

Craig Pretzinger & Jason Feltman
The Insurance Dudes

Shoot Us A Message!

Join the waiting list and become a Founding Member with lifetime access—only till 21st October!

Grab our newly released book at a discount!
https://ln.run/02VKz

The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

Support the show

Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!

And a review over on the Apple Podcasts would be incredible!

Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.

We appreciate you!

Craig Pretzinger & Jason Feltman
The Insurance Dudes

Shoot Us A Message!

Listen up!! Agent Elite is a community for P&C agents we started, and it has a waiting list for you to sign up for! Join while it’s free, you don’t want to miss out.

All of you who join the waiting list will be a founding member with access for life. Hurry up though, cause the offer is for limited time!

🔗 to sign up: https://www.skool.com/agentelite

Grab our newly released book at a discount!
https://ln.run/02VKz

The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

Support the show

Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!

And a review over on the Apple Podcasts would be incredible!

Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.

We appreciate you!

Craig Pretzinger & Jason Feltman
The Insurance Dudes

Shoot Us A Message!

In this insightful episode of The Insurance Dudes, Jason dives deep into eliminating frustration in your business and unlocking growth. They discuss the common hurdles business owners face, particularly the frustration with employees and stagnant growth. Jason shares a pivotal moment that transformed his approach to managing his business, leading him to use a six-step framework that focuses on running the business with math and leading the team with emotion.

Key Takeaways:

1. Identify Results: Clearly define the outcomes you want to achieve in your business and believe that they are attainable.
2. Quantify Actions: Determine the specific actions needed to reach these results. Even the least successful salesperson is doing something right; identify and quantify these actions.
3. Daily Activities: Break down the activities needed daily to achieve the desired results. This is crucial when delegating tasks to your team.
4. Provide Tools: Ensure your team has the necessary tools to perform their tasks effectively. This includes leads, software, and any other resources.
5. Time Management: Assess if your team realistically has the time available to complete the required actions. Make sure the goals are attainable within the given time frame.
6. Agreement and Reasonableness: Confirm with your team that the action plan is reasonable and achievable. Creating this agreement ensures that everyone is on the same page and committed to the plan.

Grab our newly released book at a discount!
https://ln.run/02VKz

The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in?

Support the show

Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!

And a review over on the Apple Podcasts would be incredible!

Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.

We appreciate you!

Craig Pretzinger & Jason Feltman
The Insurance Dudes

Shoot Us A Message!

In this dynamic episode of "The Insurance Dudes," hosts Craig Pretzinger and Jason Feltman sit down with Carson Porter to dive deep into the strategies and insights that can turn insurance agents into formidable sales machines. Carson shares his expertise on cross-selling life insurance to Property and Casualty (PNC) clients, offering valuable pointers on leveraging client data, refining leads, and the importance of persistence.

Key Topics:

- Cross-Selling Strategy:

Carson explains how to effectively use property and casualty data, like mortgage details, to introduce life insurance as mortgage protection, making cross-selling more efficient and lucrative.

- Optimizing Sales Pitch and Strategy:

Streamline life insurance application processes by using client surveys and short, relevant add-ons during PNC discussions to save time and boost revenue.

- Increasing Efficiency and Revenue:

Learn how selling a $1,200 life insurance policy with minimal effort can double an agent's first-year revenue, providing resources for business growth.

- Agent Collaboration:

Discover the benefits of partnering with driven life insurance agents, even part-time or outside the primary carrier's system, to handle leads and sales efficiently.

- Overcoming Industry Challenges:

Tackle the bureaucratic and compliance hurdles that come with agent partnerships and incentivize proactive teamwork.

- Persistence in Lead Follow-Up:

Jason and Carson emphasize the success of persistent but respectful follow-ups, noting that later contacts often yield the highest retention and close rates.

- Comparison of Captive vs. Independent Insurance Models:

Weigh the pros and cons of captive and independent insurance models, emphasizing the need for selective quoting and the benefits of collaboration.

- Sales and Partnering Strategies:

Carson shares how partnering with agencies that don’t sell life insurance can increase profitability and retention through efficient marketing strategies.

Contact Information:

Follow Carson on social media or reach out via email at carsonp@revagencysyndicate.com.

Instagram

LinkedIn

Facebook

Website

Concluding Remarks:

Join Craig and Jason as they explore the wealth of knowledge shared by Carson Porter on how insurance agents can maximize effectiveness and boost revenue through smart sales strategies and persistent follow-ups. Don’t miss out on these valuable insights that can transform your agency.

---

Be sure to subscribe to "The Insurance Dudes" for more expert advice and industry insights in future episodes!

Support the show

Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!

And a review over on the Apple Podcasts would be incredible!

Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.

We appreciate you!

Craig Pretzinger & Jason Feltman
The Insurance Dudes

Shoot Us A Message!

Welcome back to The Insurance Dudes podcast! In today's episode, we're diving deep into the secret sauce behind building a successful and profitable insurance agency. Join Craig Pretzinger as he recounts his transformative journey with the innovative "telefunnel" system, a unique blend of traditional phone sales and modern lead generation. Discover the struggles and triumphs that led to his agency's explosive growth, the critical role of perseverance, and the incredible ROI proven by millions of data points. Whether you're facing challenges in scaling your agency or simply looking to boost your sales efficiency, this episode is packed with invaluable insights and actionable advice. Don't miss it!

Grab our newly released book at a discount!
https://ln.run/02VKz

The Insurance Dudes Weekly 5-Min Read
Tips, Tricks, and Wizardry for Everything Your Agency Touches
Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery.
Subscribe Here

Ready to Unearth the Goldmine of Internet Leads?
Unlock the Alchemy of Turning Internet Leads into Gold with "Internet Lead Secrets"
Dive into the strategies that transformed us into Midas of the insurance world, writing over 10mm in annualized auto premium amidst global chaos. Grab your copy before it vanishes!
Check It Out Before It’s Gone!

Teledudes Telefunnel™ Agency Growth System
On-Demand Masterclass: The Treasure Map to Lead Mastery
Step into our world where leads are never cold, and revenue streams flow like rivers of gold. Register now and discover the X marks the spot of agency growth.
Register And Dominate!

Is Your Agency a Sleeping Giant or Just Sleeping?
FREE Agency Growth Diagnosis with Jonathan Cuevas
Don’t let your agency be a ship lost at sea. Book your growth call now and let Jonathan, the captain who steered Jason's team to $250k a month, navigate you to the treasure island of your business goals. Get your growth plan, tailored just for you. It's time to wake the giant within.

Book My Agency Growth Call Now
Dive into an episode where entertainment and enlightenment collide, and walk away with a toolbox that even Feynman would envy. The Insurance Dudes are on a mission: making the complicated uncomplicated, and having a blast along the way. Are you in? #LEGO

Support the show

Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!

And a review over on the Apple Podcasts would be incredible!

Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.

We appreciate you!

Craig Pretzinger & Jason Feltman
The Insurance Dudes