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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

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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24:04

Episode 295: Building an AI-First Agency with Erik...

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

2025/06/28

The future isn’t coming—it’s already here, and it’s AI-first. In this powerful conversation with Erik Jensen, I uncover what it really takes to build an agency from the ground up with automation, bots, and agentic AI at the core. Erik, a seasoned executive leader and founder of InsureCor and Hatteras Insurance, brings over two decades […]

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28:26

Episode 294: Accelerating the Speed of Trust with...

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

2025/06/14

When trust becomes your agency’s fastest growth lever, the game changes—and Ryan Hanley is here to prove it. In this episode, I talk with Ryan about his journey from agency owner to tech innovator and how his new venture, Linqura, is transforming the way commercial insurance agencies build trust more efficiently. We dive into the […]

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23:04

Episode 293: Harnessing AI for Growth with Daniel...

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

2025/05/31

When a speaker leaves an entire room buzzing, you know they’re onto something powerful—and that’s exactly what happened when Daniel Metcalf shared his insights at our Grand Mastermind. In this episode, I finally got him behind the mic to break down what’s really happening at the intersection of AI, cybersecurity, and independent insurance agency growth. […]

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36:37

Episode 292: 70% FREE Time Efficiency for Your Team...

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

2025/05/10

When quoting time drops from ten minutes to two, you don’t just save time—you transform how your agency operates. In this episode, I sit down with Carl Ziade, co-founder of Gaya.ai, to explore how his lightweight AI solution is helping independent insurance agencies reclaim up to 70% of their team’s time. Carl breaks down how […]

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35:42

Episode 291: AI Coworkers for Your Agency with Vishal...

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

2025/04/26

When someone on stage says your bots are already outdated, you sit up and listen—and that’s exactly what happened when I heard Vishal Rohra speak. His message about AI coworkers being the future of independent insurance agencies wasn’t just compelling, it was urgent. In this episode, Vishal, co-founder of K.ai, explains how AI has evolved […]

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32:56

Episode 290: Power of Three Book Unleashed

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

2025/04/12

Sometimes, one sentence from someone you love can shape your destiny. In this special episode, I share the deeply personal story behind my new book, The Power of Three. Inspired by a message from my late father, this book is the product of decades of growth, reflection, and a mission to help others live with […]

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36:05

Episode 289: AI – Tech and More – NO Decision is a...

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

2025/03/22

Twenty years ago, I was figuring out how to go paperless, and today, technology is revolutionizing our industry—but too many agencies are still stuck in the past. My guest, Rob Bowen, founder of Patriotic Insurance Group, has embraced automation, bots, and AI to eliminate manual work, improve efficiency, and free his team to focus on […]

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308 results

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