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PODCAST

The Insurance Dudes©

The Insurance Dudes: Craig Pretzinger and Jason Feltman

Real talk - we ran our agencies blind for YEARS. No idea what our contact rates were, our quote-rates, our close rates. We were just grinding, blaming the leads when things didn"t work. Sound familiar? Here"s what changed everything for us: we started tracking the right metrics: leading metrics. Simple, but game-changing. Once we could see our funnel, we 5x"d our production without working more hours. Now we help hundreds of agents do the same - track the right KPIs, optimize what"s broken, and

business marketing

All Episodes

00:24:22

David Kelly Wrote The Book On Incentive Comp Management

The Insurance Dudes© ·

2025/06/05

On this episode of The Insurance Dudes, Jason and Craig sit down with David Kelly, the author who literally wrote the book on incentive compensation management and the founder of insuretech startup BobTrack. David shares his unconventional journey into the insurance industry—starting as a complete outsider who’s never sold a policy but knows how to turn tangled insurance data into actionable insights. We delve into the legacy technology challenges facing carriers and agencies, from mainframes that

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00:23:08

Make Leads Paid For Put Your Thimble On Front Of Funnel

The Insurance Dudes© ·

2025/06/05

Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we have a fascinating guest, Jay Bregman, who takes us on his entrepreneurial journey in the insurance industry.Jay shares how his

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00:46:56

Gleb Tsipursky Plays Decision Doctor Don't Dare Miss...

The Insurance Dudes© ·

2025/06/05

Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we have a fascinating guest, Jay Bregman, who takes us on his entrepreneurial journey in the insurance industry.Throughout the episode,

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00:48:38

Mastering Recruitment: Insights from Dave Williams on...

The Insurance Dudes© ·

2025/06/05

Welcome back to another exciting episode of The Insurance Dudes! Today's guest is none other than Dave Williams, a dynamic entrepreneur with a fascinating journey from overcoming personal and professional challenges to building a multi-million dollar insurance agency. Dave shares his insights on the importance of mastering your craft from the ground up, the power of cultivating a positive company culture, and the transformative effects of focusing on health and well-being. We dive deep into his

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00:46:09

Learn from Brian A'Hearn To Earn, Know What I Mean Vern?

The Insurance Dudes© ·

2025/06/05

Welcome to another exciting episode of The Insurance Dudes Podcast! Today, we have a special guest, Brian Ahearn. With his extensive experience in the insurance industry and expertise in the psychology of persuasion, Brian shares invaluable insights that can help transform your agency operations and enhance your sales skills. From the importance of building genuine relationships to leveraging principles of psychology in everyday interactions, Brian offers a wealth of knowledge that is sure to

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00:37:17

Wild Bill Rice Talkin Bout Leads | The Insurance Dudes

The Insurance Dudes© ·

2025/06/05

In this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feldman sit down with Wild Bill Rice to explore the ins and outs of lead generation within the insurance industry. As a seasoned professional in marketing and lead generation, Bill Rice offers valuable insights into understanding the unique challenges and opportunities tied to insurance leads. They delve into effective strategies for engaging potential clients, the importance of nurturing leads, and the role of persistence and

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00:50:53

Jas Takhar Crushes Content Curating Creative Craziness

The Insurance Dudes© ·

2025/06/05

In this exciting episode of The Insurance Dudes, join hosts Craig and Jason as they bring in the dynamic Jas Takhar live from his own studio. Known for his high-energy approach, Jas promises to match and potentially exceed the enthusiastic vibes. Dive into a lively conversation filled with rapid-fire questions and insightful discussions on content creation, real estate sales, and the impact of personal branding in business. Jas shares his journey from being labeled a little narcissistic to becoming

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00:56:26

How to Master the Art of Insurance Sales with Rob Liano

The Insurance Dudes© ·

2025/06/05

In this episode of The Insurance Dudes, join hosts Craig Pretzinger and Jason as they dive into an insightful conversation with Sales Coach and Speaker, Rob Liano. Growing up as the youngest of four boys with a father who transitioned from engineering to excelling in vacuum sales, Rob learned early on about the power of sales and determination. From his beginnings as a rock drummer to becoming a renowned sales trainer, Rob shares his journey of overcoming financial hardships and rediscovering the

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00:36:54

How to Thrive in Commercial Insurance: Lessons from...

The Insurance Dudes© ·

2025/06/05

In this episode of The Insurance Dudes, hosts Craig and Jason sit down with Patrick Albrecht, President of Associated Insurance Administrators (AIA), to discuss the evolution of commercial insurance marketing and sales. Patrick shares his journey from Air Force engineer to insurance executive, offering valuable insights into the wholesale insurance business.Learn about effective niches in commercial insurance, including healthcare, municipalities, and forestry products. Patrick discusses how the

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38:12

Rudy Surovick’s Advice for Insurance Agents Facing...

The Insurance Dudes© ·

2025/01/30

Shoot Us A Message!Welcome back to another exciting episode of The Insurance Dudes! Today, we're thrilled to have a candid conversation with Rudy Surovick, an accomplished insurance professional with a fascinating journey from the independent agency world to becoming a pivotal player in the captive insurance landscape.In this episode, Rudy shares everything from his unique marketing techniques, including the power of direct mail, to his experiences managing sizable operations and the tough tr...

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22:12

Escaping the Handcuffs: Gensler's Journey from...

The Insurance Dudes© ·

2025/01/22

Shoot Us A Message!Welcome to another episode of The Insurance Dudes podcast! In today's exciting episode, we sit down with Travis Gensler, a seasoned insurance professional who shares his incredible journey from a marketing franchise debacle to becoming a successful independent insurance agent.Travis dives deep into the benefits and challenges of transitioning from a captive agent to an independent agent, the pivotal role of technology in modernizing the insurance industry, and the importanc...

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25:31

From Law to Insurtech: Chris Cheatham's Journey

The Insurance Dudes© ·

2025/01/15

Shoot Us A Message!Welcome to another exciting episode of The Insurance Dudes! Today, Craig Pretzinger and Jason are joined by Chris Cheatham, an entrepreneurial dynamo deeply rooted in the insurtech world. Chris, a former lawyer and the co-founder of Risk Genius, shares his journey from legal frustrations to pioneering insurance AI technologies. We dive into the fascinating spin-out story of Milo and explore how it revolutionizes small business insurance through efficiency and innovation.In ...

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0:49

From Law to Insurtech: Chris Cheatham's Journey | Teaser

The Insurance Dudes© ·

2025/01/14

Shoot Us A Message!Join us as we navigate Chris’s unique career trajectory, from handling complex legal documents with machine learning to enhancing insurance processes with AI.Expect lots of laughs, engaging anecdotes, and even some nostalgic discussions about video games and childhood concerts! So buckle up and get ready for a dynamic ride through the evolving landscape of insurance with The Insurance Dudes.Make sure to subscribe for more insightful and entertaining episodes!The full episod...

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37:37

Mastering Traits and Systems: Ryan Schaffer's...

The Insurance Dudes© ·

2025/01/08

Shoot Us A Message!Welcome back to another episode of The Insurance Dudes! Today, we're thrilled to have Ryan Schaffer from the mortgage and real estate finance industry join us. Ryan, who once aspired to be a firefighter, transitioned to the mortgage world in the early 2000s and has since navigated through various market cycles, including the 2008-2009 financial crisis.In our conversation, we dive deep into the importance of identifying critical traits for success, the value of providing dir...

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0:49

Mastering Traits and Systems: Ryan Schaffer's...

The Insurance Dudes© ·

2025/01/07

Shoot Us A Message!Whether you're in insurance, mortgage, or any sales-driven industry, this episode is packed with valuable advice on scaling your operations, building referral partnerships, and maintaining a competitive edge through perseverance and personalized communication. So tune in tomorrow and get ready to gain some actionable insights from Ryan Schaffer right here on The Insurance Dudes!The full episode is dropping tomorrow.Join the elite ranks of P&C agents. Sign up for Agent E...

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32:35

Chad Spaide on Automation, Burnout, and Effective...

The Insurance Dudes© ·

2025/01/01

Shoot Us A Message!Welcome to another episode of The Insurance Dudes! Today, we're excited to dive deep into the world of insurance with our special guest, Chad Spaide. Pronounced "Spade," Chad brings a wealth of experience and insights to our conversation. From tackling burnout and maintaining competitiveness in the industry to leveraging automation for improved client communications, Chad covers it all.We'll explore his early career experiences, the evolution of sales strategies, and the im...

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0:36

Chad Spaide on Automation, Burnout, and Effective...

The Insurance Dudes© ·

2024/12/31

Shoot Us A Message!Join hosts Jason and Craig as they discuss the value of mutual respect and support among colleagues, the significance of listening in sales, and the adaptability required in a constantly changing market.Chad also shares invaluable tips on using technology to enhance efficiency without losing the personal touch, managing leads, and the essential craft of persistence after rejection. Plus, you'll hear about Chad's formative years, his stint as a commodity broker, and the ener...

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30:41

Secrets to Success in Insurance Sales with Ramis Hakim

The Insurance Dudes© ·

2024/12/25

Shoot Us A Message!Welcome back to another exciting episode of The Insurance Dudes! Today, we're diving deep into the world of entrepreneurship and the insurance industry with our special guest, Ramis Hakim. Ramis, an industry veteran, shares his journey from aspiring minister to becoming a powerhouse in final expense life insurance sales. We'll explore his strategic focus on ultra-specialization, the importance of building a robust business system, and how a strong company culture with core ...

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47:57

Adam Pisani's Journey in the Insurance Industry

The Insurance Dudes© ·

2024/12/19

Shoot Us A Message!Welcome back to another insightful episode of The Insurance Dudes! Today, we are thrilled to have Adam Pisani join us, an experienced insurance agent with nearly 19 years in the industry. Adam dives deep into the essential aspects of running a successful insurance business, from the necessity of having that "fire in the belly" motivation to the dynamic and often challenging landscape of buying and managing agencies.In this episode, Adam shares his valuable perspectives on m...

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25:27

Becky Isbell's Story of Growth, Family, and Network...

The Insurance Dudes© ·

2024/12/11

Shoot Us A Message!Welcome back to another enriching episode of The Insurance Dudes! Today, we're thrilled to have Becky Isbell join us for an engaging conversation packed with personal anecdotes, career insights, and inspiring reflections.Becky, who entered the insurance world in 2000, shares her unconventional journey of meeting her husband, starting a family, and diving into the business—all in a unique order. She opens up about the challenges and triumphs of transitioning from a captive t...

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769 results

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