Blog

Insights for insurance agents.

Practical posts on CRM, ads, content, and growing an insurance business.

How to scale a service business past your own time
General

How to scale a service business past your own time

The four ways to scale a service business past your own hours, the fifth lever most owners never pull, and why structure beats hustle every time.

July 8, 2026
Email templates for insurance agents, built with AI
CRM

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.

June 17, 2026
How to sell private health insurance: a top agent's first year
General

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.

June 10, 2026
Video prospecting for insurance agents: get more replies
CRM

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.

June 3, 2026
Digital marketing for insurance agents: who's actually legit
General

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.

May 20, 2026
Insurance agent automation: 5 systems every agent needs
CRM

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.

May 13, 2026
How to run private health Facebook ads as an agent
Facebook Ads

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.

May 9, 2026
The four hours a day that grow an insurance agency
General

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.

May 6, 2026