Agency Principles For P&C Growth | Insurance Agency Playbook

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In this episode of "The Insurance Dudes" playbook, Craig delves into the significance of principles for your insurance agency. Principles, also known as core values, serve as guiding lights that must be strictly adhered to for your agency to thrive.

Craig emphasizes the importance of living these principles and making decisions based on them, rather than solely focusing on individuals. He shares personal experiences of big corporations where core values were displayed but not followed, stressing the need for authenticity and alignment with principles.

The core values Craig believes in are:
1. Be Kind: Treating clients and everyone with kindness and respect creates a comfortable and positive environment.

2. Be Honest and Ethical: Agents at the agency strictly adhere to honesty and ethical conduct during sales calls and interactions with clients.

3. Be Helpful: Agents aim to provide assistance and support to clients and colleagues, promoting a teamwork culture.

4. Be Resourceful: Critical thinking and self-reliance are encouraged, allowing agents to learn from mistakes and become more successful.

5. Be Real: Authenticity is valued, and agents are encouraged to connect with clients personally, instilling trust and passion.

Don't miss out on this engaging and informative discussion on how principles can drive your insurance agency toward success!

The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. 

The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. 

Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!

About Jason and Craig:

Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  

Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!

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Craig Pretzinger & Jason Feltman
The Insurance Dudes