Processes for Drama Free P&C | Insurance Agency Playbook

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Welcome to another episode of the playbook, this time Craig discusses the fourth pillar of the ever-so-important 5 Ps, the processes! And how their implementation can create a significant and solid foundation for your agency to support a high-powered offense and achieve success in the insurance industry. 

Defined as the way things are done in a business to improve organization and prevent chaos and inefficiency, processes are extremely essential for the scalable growth of your agency.

Learn how predictability and consistency through well-defined processes can lead to agency freedom and how logic-based decisions and emotional bandwidth in a process-driven agency can help create a solid foundation for growth and equity.

Tune in to become a pro at fostering a collaborative culture through open feedback loops at your agency with the Insurance Gurus.
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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