Accelerate Your Insurance Sales Podcast

Welcome to the Accelerate Your Insurance Sales podcast! This is the podcast where you'll learn effective marketing and sales strategies from some of the most recognizable names in the insurance industry. You'll learn how to turn brand awareness into more appointments, sales, and revenue.

Accelerate Your Insurance Sales Podcast is a business podcast hosted by Andy Neary, with 431 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Andy Neary hosts Accelerate Your Insurance Sales Podcast, a business show with 431 episodes published.

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  Episode #91

  Why Insurance Brokers Need to Become Strategic Advisors with Abigail Senso

  Aug 18, 202640 min

  What does it take to scale an insurance agency without getting buried in back-office work? In this episode, I sit down with Abigail Senso, Director of Growth at BrokerPro, to break down how agencies can turn siloed data into actionable insight, automate time-consuming work, and spend more time being strategic with clients. Abigail shares how BrokerPro and GenPro help brokers prepare for renewals, RFPs, finalist presentations, and client meetings, while we also explore why clients are already using AI to challenge their advisors and how smaller agencies can compete with larger firms. Tune in to learn why the future of insurance belongs to brokers who can combine technology with the relationships, judgment, and empathy clients still value most. In this Episode, You Will Learn How BrokerPro turns siloed agency data into actionable insight. The cross-sell opportunities between commercial and benefits. How GenPro can save time on RFPs and renewal preparation. Why mid-sized agencies are hitting a growth ceiling. The “AI employee” helping brokers work faster behind the scenes. How to prepare for client meetings without relying on PowerPoint. Why clients are already using AI to fact-check their brokers. How smaller agencies can compete with larger firms using AI. The shift from transactional broker to strategic advisor. Why AI will separate consultants from brokers in the years ahead. Resources + Links Learn more about BrokerPro HERE ! Accelerate your insurance sales - schedule a discovery call here Learn more about Complete Game Consulting HERE ! Follow Follow Andy Neary on LinkedIn for more insurance sales strategies and high-performance insights. - https://www.linkedin.com/in/andyneary Abigail Senso: https://www.linkedin.com/in/abigail-senso-04ab13179

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  Episode #87

  The $11.5M Small Business Opportunity Most Insurance Agencies Overlook with Rebecca Menefee

  Aug 11, 202650 min

  What if I told you your biggest growth opportunity is hiding inside your agency? In this episode, I sit down with Rebecca Menefee of M3 to unpack how her team built Elevate, a dedicated small business division that grew from roughly $3.5 million to $11.5 million in revenue in 5 years. We break down how to stop overservicing small accounts, build a service model that actually scales, and create a system that allows clients to grow without outgrowing your agency. You’ll also learn how technology and AI are changing client expectations, what it takes to build the right team for small business, and how an overlooked book of business can become a profitable growth engine for your agency. In this Episode, You Will Learn The service mistake quietly destroying your small business margins. How M3 turned a $3.5M division into an $11.5M growth engine. The hidden opportunity inside the accounts most producers overlook. How to give small clients exactly what they need without overservicing them. The expectation trap that makes great service impossible to sustain. How to build a small business model your producers actually trust. The system that lets clients grow without outgrowing your agency. When keeping your small business book makes sense and when it’s time to get out. What to look for when hiring producers who can thrive in a high-volume market. How AI is giving your clients a new way to challenge your advice. The question that can expose a client problem before it costs you the account. How community relationships can become a competitive advantage in small business. The mindset shift that can turn “small accounts” into some of your most valuable long-term relationships. Resources + Links Accelerate your insurance sales - schedule a discovery call here Follow Follow Andy Neary on LinkedIn for more insurance sales strategies and high-performance insights. Learn more about Complete Game Consulting: https://completegameconsulting.com Connect with Rebecca: https://m3ins.com/person/rebecca-menefee/

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  Episode #88

  Why Your Agency Needs a Private Client Strategy

  Aug 7, 202649 minS2

  If you want to operate in the private client and high-net-worth space, you cannot afford to just be "the insurance guy." Sophisticated buyers, ranging from $100 million to $29 billion in net worth, can smell a product pitch from a mile away. To win these relationships, you must master the art of leading with planning, embracing complexity, and speaking the language of their CPAs, attorneys, and family offices. My guest, Dan Bergen, Managing Director of Private Client at Higginbotham and former Head of Insurance at Goldman Sachs, joins me to discuss what it takes to operate at the absolute highest level of the industry. Dan breaks down his journey from the Northwestern Mutual internship and semi-pro hockey to quarterbacking complex strategies like Private Placement Life Insurance (PPLI). We discuss the difference between needs and wants for the ultra-wealthy, the exact formula for a "zeroed-out estate tax plan," and why the most powerful thing an advisor can say is, "You are actually not a good fit for what we do." ▶▶ Sign Up For Your Free Discovery Call https://completegameu.com/request-a-call Timestamped Outline (00:00) Lead with Planning, Not Insurance: Introducing Dan Bergen (01:29) Earning Your Stripes: The Northwestern Mutual Experience and the Power of 10-3-1 (04:31) Evolving to Private Wealth: Merrill Lynch, Lincoln Financial, and Goldman Sachs (05:29) The "Thanksgiving Day Rule": Why Culture Matters at Higginbotham (07:45) Failing Quickly: How Curiosity and the "Ready, Fire, Aim" Mentality Drives Success (10:19) The Semi-Pro Hockey Injury: Breaking a Neck and the Dangers of the OHL (13:08) Learning from the Losses: The Importance of the Post-Loss Debrief Email (15:03) Needs vs. Wants: Changing Your Approach for Ultra-Wealthy Clients (16:42) The Power of "No": Why You Must Tell Prospects When They Aren't a Fit (17:56) Speaking the Language: Understanding Complex Estate Planning Tactics (SLATs, FLPs, IDGTs) (20:01) Kids, IRS, or Charity: The "Zeroed-Out" Estate Tax Plan (22:32) The Complexity of Sophistication: Upgrading Your Game for the Billionaire Buyer (26:34) Dealing with Egos: How to Collaborate with Wealth Managers Who Hate Insurance (29:00) Turning Down the Sale: Why Pushing Premium Finance Can Be a Trap (31:15) Private Placement Life Insurance (PPLI): Exploiting IRC 7702 for "Structural Alpha" (38:15) Taxes for the Fee and Not for Me: Amplifying Yields and Eliminating Tax Drag (41:36) Turning a Loss into a Win: Sourcing SpaceX Pre-IPO Shares for a Client (43:59) Dan’s Lightning Round: Saunas, Cold Plunges, and Functional Patterns Biomechanics CONNECT WITH ANDY NEARY Schedule a free discovery call: completegameu.com/aga Subscribe and listen to the Accelerate Your Insurance Sales Podcast here: https://podcasters.spotify.com/pod/show/andy-neary7 Subscribe to the podcast on YouTube : https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg Join the Complete Game text community: Text the word BROKER to 414-622-1462 Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/ Instagram: https://www.instagram.com/andy_neary/

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  Episode #87

  Daily Habits That Give Elite Performers An Edge (Over You?) with Colton Storla

  Aug 4, 202651 minS2

  The best insurance producers don't just master sales, they master themselves!In this episode, I'm joined by benefits advisor Colton Storla to talk about the habits, routines, and mindset that fuel high performance both inside and outside the office. We dive into everything from nutrition and fitness to discipline, stress management, and mental toughness, and why taking care of yourself isn't separate from becoming a top producer. In my experience, it's one of the biggest reasons the best advisors consistently outperform the competition.If you're ready to show up with more energy, stay mentally sharp, build stronger client relationships, and perform at a higher level year after year, this conversation will challenge you to raise your standard and become the advisor your clients trust most.You Will Learn- Top producer routines that generate consistent energy and focus.- One thing in your environment that is either accelerating or limiting your success.- The edge every top performer has (and how to know if you can create it.)- Simple habits that fuel performance and prevent burnout.- The mindset shift that separates top producers from everyone else.- Why your clients are buying more than your insurance expertise. (What they are actually buying.) Resources + Links Accelerate your insurance sales - schedule a discovery call here Follow Colton on LinkedIn - https://www.linkedin.com/in/coltonstorla Follow Andy Neary on LinkedIn for more insurance sales strategies and high-performance insights. Learn more about Complete Game Consulting: https://completegameconsulting.com

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  Episode #86

  Why Former Athletes Make Elite Producers | with Hunter Kinchen

  Jul 31, 202650 minS2

  My guest, Hunter Kinchen joins me to discuss how his background playing Division I football at LSU prepared him for a successful career in employee benefits. Growing up with a father and uncle in the NFL, Hunter learned early on that success requires mastering the fundamentals and doing the unglamorous work when no one is watching. We discuss why young producers must ditch unrealistic expectations, the critical importance of seeking out mentors, and why agency leaders need to stop obsessing over resumes and start recruiting for "intangibles." If you want to build a long-term, high-performing book of business, this episode provides the blueprint for sustainable success. ▶▶ Sign Up For Your Free Discovery Call https://completegameu.com/request-a-call Timestamped Outline (00:00) Integrity and Follow-Through: Why You Must Recruit for the Intangibles (01:51) Growing Up in an NFL Household: The Standard of Excellence (04:41) The NFL Reality Check: Why Someone is Always Waiting to Take Your Job (07:17) Pressure to Perform: Having an NFL Tight End as Your Middle School Coach (11:12) The "Cheat Code" Position: Navigating College Football as a Long Snapper (15:10) SEC Off-Season Training: Why Preparation Doesn't Start on Game Day (20:09) Saturday Night in Death Valley: The Unmatched Experience of LSU Football (24:16) Transitioning to Insurance: Trading Coaching for the "Good Side" of Commercial Benefits (26:02) Why Benefits? The Unique Appeal of the Employee Benefits Space (27:17) The Power of the LSU Brand in Baton Rouge: Opening Doors vs. Winning Deals (29:40) The Long Feedback Loop: Why Sales is Different Than Saturday Game Day (32:43) The Need for Mentorship: How Being a "Pest" Accelerated Hunter's Learning Curve (35:26) Managing Expectations: Why Desperation Repels Prospects (38:06) The Firing Process: Understanding the Gravity of Broker Selection for Clients (40:48) If You Can't Find Talent, Build It: Investing in the Next Generation of Producers (44:31) Hunter’s Lightning Round: 5:15 AM Workouts, Tennis, and Never Split the Difference CONNECT WITH ANDY NEARY Schedule a free discovery call: completegameu.com/aga Subscribe and listen to the Accelerate Your Insurance Sales Podcast here: https://podcasters.spotify.com/pod/show/andy-neary7 Subscribe to the podcast on YouTube : https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg Join the Complete Game text community: Text the word BROKER to 414-622-1462 Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/ Instagram: https://www.instagram.com/andy_neary/

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