Insights for insurance agents.
Practical posts on CRM, ads, content, and growing an insurance business.
Insurance lead follow-up: what a top agent actually does
How a top agent runs insurance lead follow-up: a color-coded calendar, the no-shows he works for months, and a lead budget he scaled slowly.
AI adoption for insurance agents: the 7 real levels
AI adoption for insurance agents runs seven levels deep. Here's what each level actually looks like in an agency, and the one step that moves you up.
How to organize your insurance business in five loops
The five loops that organize your insurance business: one home each for tasks, files, conversations, money, and the standing review that keeps it working.
Claude Code tips for business owners, not developers
The Claude Code tips I actually use to run a business: planning, picking the right model, protecting your context, and turning repeat work into a skill.
Is GoHighLevel worth it? 5 reasons I run my business on it
An honest answer to whether GoHighLevel is worth it for insurance agents: the five things it does better than enterprise CRMs, and who should skip it.
Faceless tutorial videos with AI: no camera, no editor
How I build faceless tutorial videos with AI: a voice memo, Whisper for word-level timing, ElevenLabs for narration, and a finished branded MP4 at the end.
Claude AI for insurance agents: 5 prompts that scale
Five copy-and-paste Claude AI prompts for insurance agents: translate plans, write social posts, summarize calls, practice objections, and compare plans.
Email templates for insurance agents, built with AI
How I use an AI coding tool to build polished, custom email templates for insurance agents, then paste the HTML straight into a HighLevel CRM like NextLevel.
How to sell private health insurance: a top agent's first year
A rookie-of-the-year agent on how to sell private health insurance: drop resold leads, run your own ads, show your face, and book the follow-up live.
Video prospecting for insurance agents: get more replies
A short personal video gets more replies than another follow-up text. The video prospecting playbook for insurance agents: four plays and the tools.
Digital marketing for insurance agents: who's actually legit
Digital marketing for insurance agents has a trust problem. Why the space feels like a scam right now, and how to spot the people actually worth hiring.
Insurance agent automation: 5 systems every agent needs
The five insurance agent automations that fix the most expensive holes in your practice. Slow lead response, no-shows, dead leads, dropped follow-up.
How to run private health Facebook ads as an agent
Five things that make or break a private health Facebook ad campaign. From who to target to what budget to plan for to why most agents quit too early.
The four hours a day that grow an insurance agency
Growing an agency comes down to volume times leverage, not hours worked. Where to spend your time and how to protect the hours that actually matter.