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PODCAST

Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe

Daniel Metcalf and Mike Stromsoe

Scale Your Insurance Agency Podcast is the executive-level show for independent insurance agency owners who are done with fragmented systems, inconsistent producer performance, and being the “glue” holding everything together. Each episode delivers straight, operator-grade insight on how top agencies create predictable growth by installing a unified operating system across leadership, sales, and automation—so the agency runs without constant owner rescue.Hosted by Daniel Metcalf & Mike Stromsoe

business marketing

All Episodes

35:06

Episode 316: Leaky Bucket... Retention Is Quietly...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2026/04/11

Discover actionable strategies to boost your insurance agency’s growth without adding extra headcount. Hosted by industry experts Daniel Metcalf and Mike Stromsoe, this episode dives into the power of retention, cross-selling, and building systems that create long-term client relationships. Key Topics: The importance of viewing renewals as a sales process rather than an admin taskHow to use data analytics and AI to identify and repair leaky buckets in client retentionStrategies for onboardi...

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47:00

Episode 315: The Producer Problem - Why Activity...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2026/04/06

This episode explores the disconnect between activity and performance in insurance sales, emphasizing the role of AI and automation in optimizing producer effectiveness. Hosted by Daniel Metcalf and Mike Stromsoe, it offers actionable insights on metrics, training, culture, and scaling strategies for successful agencies. Key Highlights: Activity vs. Performance MetricsRole of AI and Automation in SalesTraining and Skill Development for ProducersBuilding a Culture of AccountabilityPredictive A...

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36:22

Episode 314: Why Generalists Fail in Insurance: The...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2026/03/28

In this episode, Mike Stromsoe and Jesse Parenti explore the pitfalls of being a generalist in insurance, the power of niche specialization, and strategies to build credibility and authority in the industry. They share insights on how focusing on a niche can accelerate success, leverage technology, and create predictable pipelines. Key Highlights: The pitfalls of being a generalist in insuranceThe importance of niche specialization for growthStrategies to build credibility and authorityLevera...

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30:45

Episode 313: Your Agency Is Successful... and Stuck

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2026/03/22

Scaling Success in Insurance Agencies: How to Overcome the Stuck Point and Embrace the Future In this episode of the Scaling Your Insurance Agency podcast, Daniel Metcalf and Mike Stromsoe explore why successful-looking agencies often feel stuck and how strategic redesign, leadership shifts, and embracing AI and automation can unlock new growth. If your agency feels steady but stagnant, this discussion offers practical insights to propel you forward. Key Topics: Why agencies can appear succes...

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26:48

Episode 312: Win Win Win with Elevate Teams with...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2026/03/14

The fastest-growing insurance agencies are not doing more work. They are doing the right work. Mike Stromsoe welcomes Dominic Piccirillo, co-founder of Elevate Teams and former insurance agency owner. Dominic shares how outsourcing and team augmentation can unlock massive growth for independent agencies while freeing licensed staff to focus on revenue generating work. You will learn how agencies can delegate up to 70–80% of routine tasks, build stronger systems with SOPs, and create a win for...

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37:34

Episode 311: Machines Remove Friction. Leaders Design...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2026/03/07

In the fast-evolving landscape of the independent insurance industry, one crucial question emerges: How can agencies effectively blend human work with machine capabilities? In this post, we're diving deep into the distinct roles of humans and machines in insurance agencies, exploring the potential for increased efficiency and enhanced client relationships. Let’s break down the insights shared by industry experts in the latest Scale Your Insurance Agency podcast. Understanding the Roles of Hu...

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37:34

Episode 310: Transition from Operator to...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2026/03/01

Welcome to the Scale Your Insurance Agency podcast! Today, we tackle a pressing question: Are you the orchestra conductor of your agency, or are you still the first violinist? In this post, we’ll explore the necessary leadership mindset to scale your independent insurance agency, focusing on the transition from being the top producer to leading your team effectively. If you find yourself overwhelmed and doing everything, this guide will help you make the shift toward successful agency scaling...

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24:08

Episode 309: You’re Not Behind. You Just Can’t See It.

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2026/02/21

In this episode, Daniel Metcalf and Mike Stromsoe discuss the challenges and opportunities faced by independent insurance agencies as they scale. They emphasize the importance of visibility in understanding progress, the current landscape of AI in the industry, and the need for predictive analysis to drive future growth. The discussion also highlights the significance of leadership, structure, and technology in overcoming fragmentation and achieving sustainable growth. Key takeaways: You're n...

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22:27

Episode 307: The UPPOnyx Agency Operating System

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2026/01/24

Most agency owners don’t struggle because they lack effort. They struggle because they lack a system that scales with them. Hosted by Daniel Metcalf with Mike Stromsoe, this episode breaks down the UPP Onyx Agency Operating System and explains why growth stalls when operations, accountability, and leadership aren’t aligned. Together, they unpack the real structure behind consistent production, team ownership, and predictable profitability inside modern insurance agencies.You’ll learn how to move

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38:07

Episode 306: D’s Get The Greens with Justin Goodman...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2026/01/10

Training and leadership are still the two biggest constraints holding independent insurance agencies back. In this episode, I sit down with Justin Goodman to talk about how agencies can finally solve both without burning out owners or losing great people to competitors. Justin shares the real story behind Total CSR and why daily, practical training beats one-time education every single time.We talk about how agencies can recruit better, train faster, and build confidence on the front lines using

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20:59

Episode 305: Imagine ….

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2025/12/27

If you want more out of life and business next year, it starts with becoming more of who you’re capable of being. In this solo episode, I share the exact year-end framework I’ve used for decades to design my most joyful, fulfilling, and successful years.I walk through three simple but powerful questions that shape how I spend my time, how I build my business, and how I take care of my health, relationships, and personal growth. This episode is about intention, clarity, and reverse-engineering my

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20:12

Episode 304: Price Guarantee for Insurance Premiums...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2025/12/13

Predictability is becoming one of the most valuable advantages in today’s insurance market, and data and technology are finally making it possible. In this episode, I sit down with Dylan DiMarchi, Co-Founder and CEO of Eventual, to explore how independent agents can use price guarantee strategies to stand out, retain clients, and grow in a challenging market.We discuss how Premium Lock works alongside existing homeowners policies to provide multi-year premium stability without replacing carriers,

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31:46

Episode 303: Scale Like Never Before

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2025/11/22

Scaling an agency requires clarity, intentionality, and the courage to focus on what truly drives growth. In this episode, I share the mindset and systems used by top independent insurance agencies to compress time, eliminate distractions, and scale faster than ever before. I also introduce Onyx, our new high-level program built for agency owners who […]

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36:42

Episode 302: Unleash Your Team’s Secret Weapon to...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2025/11/01

The most powerful advantage in your agency might not be what you think—it’s understanding how your people work best. In this episode, I sit down with Ashley Harwood, entrepreneur, national speaker, and author of Move Over Extroverts, to explore how introverts and extroverts can work together to create balance, trust, and unstoppable growth within your […]

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36:59

Episode 301: How Your Team Takes Ownership For Their...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2025/10/11

The fastest-growing agencies aren’t just built on strategy—they’re powered by accountability. In this episode, I sit down with Joel McKinley, our Director of Accountability at UPP and a 20-year U.S. Army Ranger veteran, to talk about how true ownership transforms teams from task-driven to results-driven. We dive deep into what it really takes to create […]

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44:46

Episode 300: Lead Your People to Greatness and More...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2025/09/27

True leadership isn’t about tasks—it’s about unlocking the greatness inside your people. In this episode, I talk with Natty Lewis, an entrepreneur who has built and sold seven companies and now leads Ascend EQ, helping agencies harness emotional intelligence to elevate culture, retention, and revenue. Natty shares powerful insights into why so many agency teams […]

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19:43

Episode 299: Roadmap to AI Freedom and Success with...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2025/09/13

The agencies that will win in the future are the ones embracing AI today—and Daniel Metcalf is laying out the roadmap. In this episode, I talk with Daniel about how generative AI and automation are transforming independent insurance agencies into faster, smarter, more profitable operations. As we continue to break down AI and integrate it […]

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32:26

Episode 298: Smart Agents, Smarter Back Office with...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2025/08/23

The smartest agencies aren’t just selling insurance—they’re reimagining how every back-office process works. In this conversation with Chris Paradiso, I explore how he’s using AI and automation to transform his agency’s operations while giving his team the tools to work faster, smarter, and with greater accuracy. Chris shares how platforms like the Intelligent Agent are […]

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17:52

Episode 297: Easier Money in Your Bank Account with...

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2025/08/09

The fastest way to lose a prospect is friction, and Ray Huang is helping agents eliminate it for good. In this episode, I sit down with Ray, Head of Growth at Canopy Connect, to explore how their insurance data intake platform is helping over 12,000 agents collect complete, verified client information in seconds. Ray and […]

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31:07

Episode 296: Your Online Presence

Scale Your Insurance Agency | Hosted Daniel Metcalf &... ·

2025/07/12

Diving into the crucial topic of why you MUST monitor your online presence. From branding essentials to cutting-edge tools, Mike shares invaluable tips to help you enhance your brand identity and consistency. He recommends Donald Miller’s book “Building A Story Brand” for mastering brand messaging and discusses the importance of social media engagement, content marketing, […]

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315 results

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