The Max Revenue Show

00:40:49

The AI Broker War Is Here — Are You Ready?

The Max Revenue Show ·

2026/08/25

In this episode, Trey and Micah break down how producers can future-proof themselves and beat the tech bros at their own game. They dig into a real call Micah had with a prospect who left his traditional broker for an AI broker, why he said he did it, and how to prevent the same happening to you......Resources & Links:📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue🔗 Work with Element22:Email submissions to: maxrevenue@element22ins.comOr call Brian at

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00:28:23

The D&O Exclusion Every Producer Should Be On The...

The Max Revenue Show ·

2026/08/24

Trey and Brandon break down a New Jersey ruling that's putting the D&O "capacity exclusion" back in the spotlight — what happens when a board member accused of wrongdoing sits on multiple boards, and why insurers can deny coverage if the alleged conduct ties back to a different company. They also cover a reinsurance 101 for producers: what reinsurance actually is, the difference between treaty and facultative coverage, who the major players are (Munich Re, Swiss Re, Lloyd's,

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00:33:00

He Built His Own Program and Now He's Taking It...

The Max Revenue Show ·

2026/08/18

In this episode, Trey Shields sits down with David Cooper, who built his own risk purchase group (RPG) focused on public entity transit programs after entering insurance at 44. They also get into his journey through Larry Linne"s IncitePerformance Group and Million Dollar Challenge, hitting $2M+ in seven years, and what keeps him grounded outside of insurance.

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00:20:42

Meta's $1.4 Trillion Day in Court Just Started, and...

The Max Revenue Show ·

2026/08/17

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00:26:27

How To Hold Your Ground When Asked To Quote (Without...

The Max Revenue Show ·

2026/08/13

In this episode, Micah explains how producers can avoid being backed into a corner to quote by aggressive and closed-minded insureds without starting a fight or caving to their request......Resources & Links:📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue🔗 Work with Element22:Email submissions to: maxrevenue@element22ins.comOr call Brian at 843-296-3376📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠📘 Access Part 1 of

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00:54:02

How To Qualify Prospects Like a Top Producer with...

The Max Revenue Show ·

2026/08/11

In this episode, Trey sits down with David Foster, producer and principal of Three Arbor Insurance in Birmingham, AL, to break down the exact qualifying process his team uses to protect their time and win more of the deals worth winning......Resources & Links:📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue🔗 Work with Element22:Email submissions to: maxrevenue@element22ins.comOr call Brian at 843-296-3376📬Sign up for The Max Revenue

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00:14:26

AI Models Are Escaping Their Sandboxes (Here's Why...

The Max Revenue Show ·

2026/08/10

An OpenAI model broke out of its sandbox, hacked Hugging Face using a zero-day nobody had ever documented, and executed 17,000 autonomous actions in under two days, before OpenAI even knew it happened. Then Anthropic disclosed three similar incidents. Then Meta.In this Monday Brief, Trey sits down with Brandon Schuh to break down the latest news, trends, and insights in ProducerLand.- What's going on with AI models breaking out and the #1 question to ask your insureds- Why the E&S market is

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00:47:40

What Every Producer Needs to Know About Compensation,...

The Max Revenue Show ·

2026/08/06

In this episode, Micah and Trey sit down with Colby Allen, an M&A advisor, valuation and exit planning consultant. Colby deep dives on the current state of compensation, valuations, and perpetuation, but from the producer side of things. They talk post-acquisition golden handcuffs, how lift-outs actually get done, what it really means to vest into your book......Resources & Links:📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue🔗 Work with Element22:Email

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00:43:32

PART II: How To Write $1,000,000 a Year (Yes,...

The Max Revenue Show ·

2026/08/04

In this episode, Micah and Trey pick up where they left off last time with industry expert Larry Linne. Larry shares how top insurance producers can 2x, 3x, and even 4x their current book of business.Grab your seat to Larry's Elite Producer Training, October 28–29, in Denver, CO, at The Gaylord below:👉 https://www.incitepg.com/elite-producer-training ........Resources & Links:📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue🔗 Work with Element22:Email

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00:27:42

The AI Arms Race Heats Up!

The Max Revenue Show ·

2026/08/03

In this episode, Brandon breaks down what the Willis Towers Watson vs. Brown & Brown AI spending war really means underneath the headlines.Also on the show:👉 Corgi under the microscope: tech-forward insurtech or risk retention group with a wig?👉 Man vs. machine underwriting: the case for human relationships in insurance business👉 Selling against the AI-first players: Brandon's take on differentiation through deep specialization👉 Credit default swaps make a comeback: breakdown of rising

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00:48:23

How to Build Your Network and Master Your Energy with...

The Max Revenue Show ·

2026/07/30

In this episode, Trey and Micah sit down with J Foster, a 20-year veteran and Top Producer, to unpack the real debate between networking and cold outbound, and how to actually build a 30-year career instead of just surviving the first three.Jay also opens up about his executive coaching journey, how mastering "energy management" transformed his business, and the lifestyle decision that changed his life for good.........Resources & Links:📈 Free Trial of Insurance

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00:32:15

Noob Producer BORs $75k in his First Week? (Plus,...

The Max Revenue Show ·

2026/07/28

In this episode, Micah Salas breaks down a wild story of a brand-new producer with zero insurance experience who landed two BORs last week, totaling $75K in revenue (Yes, we can confirm it's true).That kicks off a bigger debate: does cold calling actually scale, or is networking the real long-term play? Micah and Trey steelman both sides.Then Micah goes deep on his actual cold calling framework, the mindset trick he still uses to kill call reluctance, his exact opener script, how to handle

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00:24:55

Brown & Brown Says They've Gone All-In on AI:...

The Max Revenue Show ·

2026/07/27

In this episode, Brandon Schuh and Trey Shields break down the latest news and trends in the world of insurance, including the headline-making AI integration at Brown and Brown, McKenzie's latest insurance industry analysis, and the recent state of P&C insurance rates. They explore how technology is transforming the industry and what mid market agencies can do to stay competitive.00:00 Introduction and episode overview02:37 Brown and Brown's AI big reveal explained05:00 Brandon's

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00:48:45

How Brent Built a One-Man Agency Doing $400K a Year...

The Max Revenue Show ·

2026/07/21

In this episode Trey and Micah talk with Brent Gilliland, Agency Principal at Clandestine Insurance Agency. Brent shares how he went from getting fired after his first year, to six years later, he's running a one-man agency clipping along at $400K in revenue, built entirely around a niche nobody else wanted to touch.In this episode:How Brent got fired after year one for chasing a nicheLanding with an outdoor rec agency and learning from program presidentsWhy relationships with underwriters

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00:21:21

The Monday Brief with Brandon Schuh | July 20th, 2026

The Max Revenue Show ·

2026/07/20

In this episode, Trey Shields kicks off a new Monday segment with Brandon Schuh, breaking down the biggest stories in insurance so producers can stay ahead without drowning in their inbox.

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00:43:54

How AI Helped This Producer Hit $800K in 7 Months (On...

The Max Revenue Show ·

2026/07/16

In this episode Trey sits down with Luke Berry, Max Revenue's resident Employee Benefits expert, to break down how he's on pace for his best year ever — $800K in revenue through six months, projected to hit $1.1–1.3M by year end.Luke gets specific about what's actually driving the growth: giving away value through "micro summit" events, a custom-built AI agent trained on his agency's own data, and a complete rethink of how his team processes information. They dig into real

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00:52:53

Cold Calling Isn’t Dead - It’s the Most Efficient Way...

The Max Revenue Show ·

2026/07/14

In this episode Clayton Wood, CEO of Pinnacle Benefit Partners, breaks down his simple yet powerful cold-calling strategy that helped him scale his book from zero to seven figures. If you’ve ever thought cold outreach is dead or felt too intimidated to pick up the phone, this episode is for you. Clayton reveals how volume, confidence, and a relentless approach turn cold calls into revenue. He shares his proven scripts, tactics for overcoming gatekeepers, and the mindset shifts that transform

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00:39:10

State of the P&C Market Mid Year 2026 with Brandon Schuh

The Max Revenue Show ·

2026/07/02

In this episode Micah and Trey talk with Mega Producer and Insurance Nerd, Brandon Schuh. Brandon explains where the market is, why it is where it is, and maybe even more importantly, where it's going.Resources & Links:📈 Free Trial of Insurance Xdate:https://www.insurancexdate.com/maxrevenue🔗 Work with Element22:Email submissions to: maxrevenue@element22ins.comOr call Brian at 843-296-3376📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠👕Check out our

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00:47:16

80% of Insureds Aren't Interested, Here's How to Move...

The Max Revenue Show ·

2026/06/30

In this episode, Micah breaks down his curiosity-based approach to moving those "I'm happy with my agent" prospects without resorting to pressure or manipulation.Topics covered:Why the "low-hanging fruit" 10-20% isn't where the real money isHow to tell if a prospect is truly loyal or just avoiding confrontationThe curiosity framework for getting insureds to take a second lookHow hard-selling a "happy" client can backfireStaying top-of-mind without coming across

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00:45:27

Top 10 Lessons We Learned From Interviewing Top...

The Max Revenue Show ·

2026/06/23

Resources & Links:📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue🔗 Work with Element22:Email submissions to: maxrevenue@element22ins.comOr call Brian at 843-296-3376📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

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