Insurance Producers Podcast

In this episode of the Insurance Producers Podcast, Cyrus Jaffery is joined by Mariah Gates for a conversation about insurance industry challenges, team culture, leadership, and the technology helping agencies operate more efficiently.

They debate whether insurance is really an easy business, discuss the importance of trust and finding the right people, and share leadership lessons from working with more than 1,000 agents. They also explore how agencies can leverage individual team strengths, simplify their tech stacks, and get more out of tools like HubSpot, Monday, Easy Links, and Microsoft.

From choosing between volume and high-ticket...

Cyrus Jaffery sits down with Tyler Woodall to talk about the future of insurance sales, lead generation, and marketing. They discuss car insurance scams, the growing role of social media, and how Answer Engine Optimization (AEO) is changing the way agencies attract leads. Tyler also shares why producers tend to overthink the sales process, why persistence matters, and how simplifying agency operations can lead to better results. Plus, they break down how AI is changing lead generation and why larger agencies may have an advantage.

What does it take to build a business that customers love and employees want to be part of?

In this episode of the Insurance Producers Podcast, Cyrus Jaffery sits down with Billy Wagner to discuss the importance of creating exceptional client experiences, building a strong company culture, and making the transition from top producer to effective leader.

Billy shares practical strategies for simplifying business challenges, building a high-performing team, and why every business owner should experience their office through the eyes of a client. If you're looking to grow your agency while creating a business...

In this episode of the Insurance Producers Podcast, Cyrus Jaffery sits down with two of the most respected leaders in the insurance industry for a conversation that goes beyond AI, automation, and the latest industry buzzwords.

Together, they share the lessons they've learned from decades of building successful agencies and lasting careers. From developing strong leadership skills and recruiting the right people to creating a winning culture, navigating changing market conditions, building meaningful client relationships, and leaving a legacy that extends far beyond production numbers, this episode is packed with practical insights for every insurance professional.

What happens when your agency doesn't offer a retirement plan, a buyout, or an exit strategy? In this solo episode of the Insurance Producers Podcast, Cyrus Jaffery tackles one of the biggest conversations happening in the insurance industry today.

As more State Farm agents begin exploring independent agency opportunities, Cyrus breaks down what's driving the shift and what it means for producers, agency owners, and anyone thinking about the next chapter of their career.

He discusses the hidden cost of stepping away from the business, why waiting to make a move can be more expensive...

In this solo episode of the Insurance Producers Podcast, Cyrus Jaffery breaks down what agency owners and producers need to focus on as the insurance market continues to soften in 2026.

While many are reacting to shifting conditions, Cyrus explains why this is the moment to get proactive—not passive. From strengthening carrier relationships and avoiding short-term thinking that burns bridges, to understanding how today’s soft market opens the door for better negotiations and long-term positioning, this episode is all about playing the long game the right way.

He also dives into practical growth strategies, incl...

On this episode of the Insurance Producers Podcast, the host is joined by a guest to dive into the realities of scaling an insurance agency during one of the toughest markets in recent years. From the growth of rewrite teams to navigating carrier challenges in Nebraska, they break down the systems, communication strategies, and partnerships that help agencies stay ahead.

Josh shares insights on building trust with clients through proactive communication, the importance of preemptive emails during market changes, and why having a dedicated rewrite specialist can be a game-changer for retention and efficiency. They also discuss...

On this episode of the Insurance Producers Podcast, hosted by Cyrus Jaffery and joined by Austin Glazer, the conversation dives into how AI is reshaping the insurance industry and creating smarter, more efficient workflows for agencies and producers.

They discuss how AI tools like Casey are helping automate insurance renewals, why AI should enhance — not replace — sales professionals, and how modern consumers, especially millennials, prefer digital intake experiences over traditional phone calls. Cyrus and Austin also break down how interactive links and streamlined digital processes are improving client communication, increasing efficiency, and helping agencies close business faster.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Quotamation Senior Product Designer Paymon Nanji to break down one of the biggest challenges in modern insurance—complexity in tech and data.

They dive into how agencies can maximize data for more accurate quotes while still keeping the user experience simple and efficient. From “ask less, do more” strategies to designing tools that agents actually enjoy using, this conversation explores what it really takes to streamline quoting without sacrificing quality.

Paymon shares insights on navigating messy data models, integrating across multiple carrie...

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Bradley Flowers, CJ Hutchinson, and Landry Fields for a powerful conversation on how modern insurance agents can work smarter with AI.

From the real impact of AI on insurance agencies to automating life insurance prospecting with Co-work, this episode dives into how technology is reshaping the way producers sell, communicate, and grow. The group also explores why the future of insurtech is rooted in collaboration over competition, how to strike the right balance between tech and relationships, and why the next big shift...

In this powerful live webinar-style episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by three elite agency operators — Brian Kutayiah, Mike Pinto, and Brett Young — for an unfiltered conversation on scaling in the real world.

Together, these four agency leaders represent over $300 million in written premium. No theory. No “guru” fluff. Just real operators sharing real numbers, real systems, and real lessons learned the hard way.

If you're serious about building a high-performing agency and want honest insight from leaders who are actively doing it, this is a conversation you can’t afford to...

On this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Landry Fields for a deep dive into what it really takes to thrive in a tech-driven insurance landscape.

From AI ecosystems and competing platforms to the evolving role of the modern producer, this conversation explores how artificial intelligence is reshaping insurance sales, data management, and agency growth. Cyrus and Landry break down why presence and relationships still matter in a busy, automated industry—and how producers can leverage AI without losing the human edge.

They also tackle the real struggles producers fa...

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with industry leader Francisco Saldaña for a deep dive into what it really takes to win in the middle market. From building a long-term pipeline to embracing the reality of losing more than you win, Francisco breaks down the mindset and mechanics producers need to thrive in this competitive space.

They cover the power of niche specialization, how clarity drives revenue growth, and why mastering the middle market is less about shortcuts and more about commitment, consistency, and playing the long game. Whether y...

In this episode of The Insurance Producers Podcast, host Cyrus Jaffery sits down with Ted Stuckey for a deep and forward-thinking conversation on the evolving world of insurance. Together, they unpack what it truly means to build trust in today’s industry — shifting the focus from “selling coverage” to building confidence with clients.

They dive into the rise of local agents in the hourglass market, explore how Wind & Hail deductible buybacks are reshaping the future of homeowners' insurance, and discuss why small, intentional acts can lead to massive impact. Ted and Cyrus also share insights on doing the unsc...

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Brian Greenberg to dive deep into one of the most overlooked opportunities in the insurance industry — cross-selling life insurance.

Together, they unpack the real challenges agencies face when trying to sell life insurance, from lack of time and training to the complexities of the sales process. Brian shares insider secrets to mastering life insurance sales, the power of consistent follow-up, and why direct-to-consumer models often fail in today’s market.

They also explore how Quoteplicity is changing the game — simplifying the quotin...

In this solo episode, host Cyrus Jaffery dives into the future of the independent insurance channel and what it takes to stay competitive in a fast-changing marketplace. With consumers increasingly drawn to direct carriers for speed and convenience, independent agencies must find ways to stand out.

If you’re an agency owner or producer looking to grow in the...

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Andy Alloway to dive into what it really takes to thrive in insurance and sales. From practicing patience when building long-term relationships to leading with resilience during tough times, Andy shares insights that every producer and agency owner can put into practice.

They explore the power of growing your business one person at a time, the challenges of balancing sales and operations, and why staying in the game matters more than chasing quick wins. Plus, Andy and Cyrus highlight the importance of having...

In this episode of the Insurance Producers Podcast, Cyrus Jaffery sits down with Julie Richt for a sharp, real talk about what it takes to succeed in insurance today. From navigating uncertainty to staying grounded in an industry that's constantly shifting, Julie brings insight and perspective from the front lines. They talk relationships vs. technology, how to manage client (and your own) expectations as a producer, and why insurance is still one of the most underrated career paths out there. If you're in the game or thinking about getting in, don’t miss this one.

In this episode of the Insurance Producers Podcast, Cyrus Jaffery sits down with Paul Drake to talk all things AI and why agencies can’t afford to sit this one out. From automating onboarding to streamlining property data and using AI like the ultimate intern, Paul breaks down how clean data is the real foundation behind every “smart” tool—and why hyper-specialized solutions will shape the future of the industry. Whether you're an early adopter or still skeptical, this episode will give you a practical look at what’s working now and what’s coming fast.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Zach Rasmussen to dive deep into what drives success in insurance sales. From building a rock-solid process to executing intentional follow-up strategies for lost clients, Zach shares how discipline and structure create long-term wins. They talk about how quality beats quantity when it comes to calls, how to close without being pushy, and why tackling the hardest tasks first can shift your momentum for the whole day. Plus, they discuss the power of accountability and building a “work family” in a remote environment. If you want...

In this powerful solo episode, Cyrus Jaffery peels back the curtain on the foundational habits and mindset that fuel success in the insurance business. He breaks down the importance of controlling your activity, hitting your numbers with purpose, and making intentional calls that move the needle. Cyrus also dives into how accountability is woven into the culture at his agency—and why it’s non-negotiable. Whether you’re facing obstacles or in a growth phase, this episode will help you reframe your day and adopt a winning mentality—one four-hour block at a time.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by top producer Justin Thomas for a raw and insightful conversation on what it takes to rise to the top in the insurance industry. They explore how challenges can become opportunities, why core values should guide your daily decisions, and how a winning mindset fuels extraordinary results. Hear Justin’s incredible story of going from 30 years in another career to ranking among the top 100 producers in just 18 months—and how relentless phone work and mental discipline made it all possible. If you're ready to level up, this...

In this episode, host Cyrus Jaffery is joined by Andy Bassett for a deep dive into the evolving world of insurance sales. Together, they unpack the critical shift from simply quoting policies to becoming trusted advisors through education and relationship-building. Andy shares his insights on managing risk holistically, leading through transitions, and cultivating a positive culture even in high-pressure environments. Whether you're a seasoned producer or new to the industry, this conversation will challenge you to think beyond transactions and embrace a more human, advisory-driven approach to insurance.

In this powerhouse episode of the Insurance Producers Podcast, Chris Jones joins host Cyrus Jaffery to unpack one of the biggest challenges in the industry today—recruiting and retaining top-tier talent. From navigating the Insurance Talent War to mastering Proactive Hiring with a clear “why,” this episode dives deep into building a thriving, future-ready team.

Chris shares insights on how to attract Gen Z into insurance careers, why the industry thrives even in a recession, and how telling your agency’s story well can be your biggest hiring advantage. They also explore the often-overlooked difference between training raw tale...

On this episode of the Insurance Producers Podcast, Cyrus Jaffery sits down with Patrick McBride to dive into the mindset behind a winning sales process. From why every lead deserves your best to the eternal debate of captive vs. independent, Patrick offers a balanced and insightful take. They talk numbers, client education, consistency, and why sometimes value beats price—even if it's about a Hyundai Palisade. Tune in for a real, practical, and powerful conversation for producers looking to level up.

In this episode of The Insurance Producers Podcast, Cyrus Jaffery sits down with Lon Gray to break down the systems that turn chaos into clarity inside a high-performing insurance agency. They explore how streamlining your sales process, prioritizing key referral partners, and tracking leads by source and industry can uncover game-changing insights. Lon also shares why kicking out bad leads is just as important as bringing in new ones—and how Vonage call schedules quietly fuel agent success behind the scenes. If you're an agency owner or producer ready to scale with strategy, not just hustle, this one’s for...

In this powerhouse episode of the Insurance Producers Podcast, Cyrus Jaffery sits down with the one and only Jeff Shi to unpack the mindset and strategy behind explosive growth in the insurance world. From scaling to $7.5M in just 5 months to building a CRM that drives agency success, Jeff shares how he went from zero to 40 agents in 40 days and why maximizing every minute matters.

They dive into: 🚀 The power of unifying insurance creators 📺 Legacy media vs. new generational consumption 💡 The "10% Rule" and Jeff’s formula for greatness 🧠 How to build your Circle of Five 📅 Jeff’s exact daily routine...

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Chelsae Schaefer to discuss the powerful habits that separate top producers from the rest. From tracking leads and appreciating referrals to delivering a customer experience that builds lasting trust, they discuss how consistency is the secret weapon in staying top of mind in the insurance world.

Chelsae also shares her perspective on how insurance doesn’t have to be boring—when you lead with authenticity, gratitude, and a strong follow-up game, the results speak for themselves. Whether you're just starting or looking to leve...

In this solo episode of the Insurance Producers Podcast, Cyrus Jaffery dives deep into the power of embracing the present moment—both in business and in life. He shares his insights on celebrating today’s wins, focusing on the calls in front of you, and building resilience through challenges. Cyrus opens up about losing clients in a week and how to find strength and even love in tough times. If you’re looking for motivation to stay grounded, push forward, and make the most of every opportunity, this episode is for you. Tune in and take control of today!

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Wess Anderson to unpack the power of delegation and its impact on business success. From his journey in the tech industry to thriving in insurance, Wess shares key insights on why hiring is essential for agency growth, the mindset needed to outwork the competition, and the importance of stepping away—and coming back stronger. He also opens up about making family a priority while building a business. If you're looking for actionable strategies to scale, lead, and create balance, this episode is a must-listen!

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by John Major, a mortgage lender, to break down the key strategies that separate top-performing insurance agents from the rest. They dive into The Debt of Time and why speed to lead—whether by text or email—can make or break a deal. Plus, they discuss why agents should focus on building relationships, not just transactions, and share expert tips on boosting mortgage leads while avoiding the lender's nightmare. If you want to strengthen your partnerships with mortgage lenders and unlock the power of consistency as the...

In this episode of The Insurance Producers Podcast, host Cyrus Jaffery is joined by industry leader Mark Rodgers to break down the mindset and strategies behind massive success. They dive into the power of consistency and effort as non-negotiables, the secret to scaling to $100M in just five years, and how to build a strong leadership team that drives sustainable growth. Plus, they discuss the balance between greatness, work-life harmony, and gratitude, and why these elements are crucial for long-term success.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Ryan Mathisen to break down the key principles that separate top producers from the rest. From consistency as the foundation of success to streamlining customer service for efficiency, they explore what it takes to revolutionize the customer experience and define true greatness by improving those around you. Plus, they dive into the power of discipline in insurance sales and how staying committed to daily habits can lead to long-term growth. Tune in for real-world strategies, actionable insights, and motivation to elevate your insurance game!

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Adam Meadowcroft to discuss the shifting landscape of business and how embracing change is essential for long-term success. Adam shares his proven follow-up sales strategies, including the power of the double call, text, email, and voicemail approach, and why consistent follow-ups—through emails, texts, and mailers over a 30-day cycle—are the key to closing deals. He opens up about navigating two challenging years in the insurance industry and how resilience led to brighter days. Learn how modern insurance agencies can balance online shopping trends with...

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Stephen Turnbull, a fifth-generation agent and owner of T5 Insurance, to uncover the habits and strategies that drive his success. From crafting an early morning routine to mastering time management as a one-man shop, Stephen shares his tips for staying ahead. They dive into the value of joining Rotary, BNI, and Chamber memberships, plus the transformative experience of starting a BNI chapter. Discover how Stephen uses the High Performance Planner to "win the day," and why scheduling date nights is a powerful reminder of staying...

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Wesley Pergament to explore innovative solutions in the insurance world. They discuss how solar insurance can help lower homeowner deductibles, the importance of accountable mornings for setting goals and delivering top-tier service, and building affordable natural disaster insurance solutions.

Wesley also shares insights on creating insurance companies separate from payouts, utilizing wind and hail monitoring for fast and efficient claim resolutions. They highlight the expansion of tornado coverage across 15 states and into Western regions with the highest hail risk. Plus, learn about the...

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Krista Paulus to explore the dynamic world of acquisition lending and the evolving influence of technology on the insurance industry. They dive into key topics, including loan proposal insights—covering estimated amounts, terms, rates, and fees—and discuss how independent agents are successfully holding off big entities in the Midwest insurance market.

Krista shares her perspective on multiplier tax brackets in business valuation, the importance of maintaining key partnerships, and the importance of staying financially aware to keep a pulse on your business. They...

In this solo episode of the Insurance Producers Podcast, host Cyrus Jaffery dives deep into his leadership strategies and vision for the future. Cyrus shares insights on creating impactful vision boards and planning for 2025, including partnership goals, carrier relationships, and revenue growth. He discusses the importance of empowering employees to speak up, lead with kindness, and align with leadership goals.

Tune in to hear his perspective on how Millennials and Gen Z are reshaping the insurance landscape with their preference for renting and investing over homeownership—and how that trend influences his team strategy. This episode is pa...

In this inspiring episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with former NFL player Marques Ogden to discuss the parallels between sports and success in the insurance industry. Marques shares his unique perspective on dreaming big and building a winning system, leaning into your attributes to overcome tough days and mastering pattern recognition for strategic decision-making.

Discover actionable tips for scenario planning, competitive analysis, and building resilience in a challenging work environment. Marques also reveals his daily routine for staying motivated, including gym habits and the power of audiobooks. Whether you're a seasoned...

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by insurance expert Dawn Cate to dive into proven strategies for retaining clients through effective renewal list management and proactive outreach. They explore the essentials of reaching clients with expiring policies, why closing the back door is crucial for agency growth, and the role of bundling home and auto insurance for both profit and client convenience. Cyrus and Dawn also discuss the economic impact on auto and home insurance rates and how maintaining regular client contact and data cleaning can make all the difference in retention...