Most new insurance agents don’t fail because they lack effort. In my experience, they fail because they step into the wrong independent marketing organization (IMO).

Cold calling in the insurance industry is about as popular as a root canal on a Monday morning. If you're still dialing for dollars and hoping for the best, you're fighting an uphill battle with one ...

In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...

With the passage of the One Big Beautiful Bill Act (OBBBA), agents working in a certain segment of the high-net-worth market may have lost their estate liquidity sales. Moreover, they could find that ...

Pilot AI agents with a shared source of truth, practical KPIs, and human oversight that keeps strategy and quality on track.