In this episode of Ask the Experts, Andy Arter sits down with Brett Vance, a longtime insurance agency builder, operator, and strategist.

Before entering insurance, Brett worked as a CFO and COO, leading multi state acquisitions, scaling companies, and managing large financial operations. He later built his own agency from scratch to 7,200 policies and $15M in premium while earning multiple industry recognitions.

Today Brett coaches thousands of agents and helps agencies scale through better operations, diversified marketing, and financial discipline.

In this conversation Brett breaks down the strategies that helped him build a high performing agency and the biggest mistakes agents make when trying to grow.

In this episode you will learn:

• Why relying on one marketing channel can destroy an agency

• How Brett used 15 different marketing methods to scale growth

• Why life insurance can become a powerful referral engine

• The hidden opportunity many agents miss with Medicare conversations

• How hard to place commercial markets can unlock new revenue

• Why top performing agents sacrifice early to build long term success

• The operational mindset agents need to scale teams and agencies

Hosted on Acast. See acast.com/privacy for more information.

In this episode of Ask the Experts, David Williams and Andy Arter sits down with Kody Houk, founder of Prime Risk Insurance Solutions and creator of Real Insurance Training.

Kody shares the real story behind building his agency from the ground up, including the struggles, pivots, and mindset shifts that helped him grow from $30,000 in revenue to over $500,000 by focusing on a specific niche.

Instead of trying to sell insurance to everyone, Kody explains why niching down to blue collar contractors changed everything for his agency and how focusing on revenue per client transformed his business model.

Kody also opens up about his personal journey, overcoming addiction, rebuilding his life, and using his experiences to help other agents grow both personally and professionally.

In this episode you will learn:

• Why niching down is the fastest way to grow an agency

• The mistake most insurance agents make with revenue per client

• How Kody rebuilt his agency after nearly quitting the industry

• The three prospecting pillars every commercial agent should focus on

• Why cold calling still works in the commercial insurance world

• How social media builds trust before you ever meet a client

• Why authenticity and faith play a major role in business success

If you are an insurance agent looking to grow your agency, improve profitability, and stand out in a crowded market, this episode delivers real strategies from someone doing it every day.

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In this episode of Ask the Experts, Peter Vitale, Founder and CEO of Lead Clinic, breaks down what is really happening in the lead generation world and why most agents are thinking about it the wrong way.

From transparency issues and compliance risks to filtering myths and automation traps, Peter shares what actually drives profitable growth for agencies.

Inside this episode:

• How lead generation actually works behind the scenes
• Why most agents misunderstand filters and lead quality
• The real reason agencies fail with paid leads
• The dangerous compliance mistakes agents are making
• Why lifetime value matters more than first term profit
• The biggest misconceptions about automation and texting
• Why buying cheap aged data can cost you everything

If you want to stop lighting money on fire and start scaling intelligently, this episode is required listening.

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In this episode of Ask the Experts, Keith Collins shares the full journey from starting as a producer in 2013 to becoming a district manager with a billion dollar premium vision.

Keith breaks down what actually separates struggling agencies from elite performers and why most failures start between the ears.

Inside this conversation:

• The biggest misconceptions new agency owners have
• Why buying back your time changes everything
• The truth about staff, scaling, and mindset
• How to recover when you are one resignation letter away from quitting
• What elite agencies consistently do that average agencies do not
• Why gratitude and thinking big create long term success

If you are serious about leadership, agency ownership, and building something bigger than yourself, this episode delivers.

Hosted on Acast. See acast.com/privacy for more information.

In this episode of Ask the Experts, Rob Young, founder of Phone Home Leads, breaks down how he rebuilt the insurance lead game from first principles.

Coming from an e-commerce and solutions architecture background, Rob didn’t approach leads like a traditional vendor. He approached it like a systems problem. Instead of chasing volume, he focused on conversion rate, average order value, and intentional prospect flow.

Rob shares:

• Why most agents misunderstand lead math
• The real impact of the upcoming TCPA one-to-one consent rules
• How to think like an e-commerce operator inside insurance
• Why testing beats “expert marketing”
• How AI should actually be used inside agencies

If you want a fresh, numbers-driven perspective on growth, this one delivers.

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In this episode of Ask the Experts, Brooke Brolo shares how she built a $15M book of business organically, scaled multiple agencies, and created a high performing team without sacrificing family or sanity.

Brooke walks through her origin story, the shift from grinding solo to empowering leaders, how remote teams actually work when done right, and why process driven operations paired with authentic personal branding are the future of insurance growth.

This conversation is packed with real world lessons on leadership, culture, marketing, and building an agency that supports your life instead of consuming it.

• Turning pain into purpose when building a business
• Why scaling requires letting go of control
• How to hire, train, and lead remote teams successfully
• Building repeatable processes that actually work
• Using social media to stay top of mind without burnout
• Creating financial freedom and personal freedom at the same time

Hosted on Acast. See acast.com/privacy for more information.

In this episode of Ask the Experts, Christina Shaw shares how she transformed her agency by redesigning her life, building the right team, and leveraging digital tools to grow without sacrificing balance.

Christina opens up about pivotal moments that forced change, the discipline behind her daily routine, and how personal branding, community involvement, and technology drive sustainable growth. This conversation is a masterclass on leadership, mindset, and building an insurance business that supports your life, not consumes it.

• How to redesign your role as an agency owner
• Why doing everything yourself kills long-term growth
• Building a team that actually scales with you
• Using personal branding to attract referrals organically
• Leveraging technology and AI to save time and increase impact
• Creating work-life balance without losing performance

Hosted on Acast. See acast.com/privacy for more information.

In this episode of Ask the Experts, host Andy arter sits down with Michael Weaver, founder of Weaver Sales Academy and creator of Agency Coach AI, to break down how artificial intelligence is reshaping insurance agencies from the inside out.

Michael explains how AI improves accountability without micromanagement, accelerates training, and helps agency owners scale without adding layers of management. This conversation focuses on real use cases, real data, and how agencies are already seeing measurable performance gains.

If you want to understand how AI is being applied practically in insurance today, this episode delivers clarity and direction.

• Why AI enhances leadership instead of replacing people
• How agencies save 10 to 15 hours per week using AI coaching
• Why accountability alone drives higher performance
• How AI evaluates calls, tonality, and engagement
• The difference between human bias and data driven feedback
• Why most agencies struggle to scale past their current size
• How AI allows managers to coach more producers effectively
• Why this is the worst AI will ever be

Hosted on Acast. See acast.com/privacy for more information.