Insurance Agency Success

Hosted by Eddie Price, founder of Jenesis Software and agency owner with over 30 years of experience, this podcast is packed with proven strategies, success stories, and real-world insights to help you build a high-performing agency that doesn’t burn you out.Eddie got his start in insurance back in 1989. Since then, he’s started, bought, sold, and scaled multiple agencies—and helped hundreds of other owners do the same. In 1999, he founded Jenesis Software, an agency management system designed specifically for independent insurance agents. Built by an agent, for agents, Jenesis helps you save time, simplify your workflows, and scale your business without sacrificing client service or quality of life.Each week on the podcast, you’ll hear from real agency owners and industry experts who are successfully navigating the same challenges you face: staffing, marketing, retention, automation, technology, profitability, and more. Whether you’re a solo agent or leading a growing team, this sho

Insurance Agency Success is a business podcast hosted by Eddie Price, with 25 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.

Eddie Price hosts Insurance Agency Success, a business show with 25 episodes published.

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  Episode #24

  How to Build an Insurance Agency That Lasts 51 Years | EP 24

  Aug 6, 202621 min

  There’s always another tool, marketing strategy, or technology promising to change the way agencies operate. But after more than five decades in the business, Tom Sly has seen enough change to know which fundamentals continue to matter. In this episode, I sit down with Tom, owner of Turner and Sly Insurance Agency in Kent, Ohio, to discuss the habits that helped him build an agency around education, strong client relationships, and steady adaptation. We get into policy knowledge, agency management systems, reputation management, time management, and why serving the right clients is often more valuable than trying to win every account. Give Clients a Reason to Choose More Than Your Price Clients don’t need another person reading quotes off a screen. They need an agent who can explain the policy, spot coverage gaps, and help them understand the risk behind the decision. Deep product knowledge gives independent agents something price alone cannot offer: confidence and trust. Technology can make that service easier to deliver. Agency management systems, cloud tools, digital marketing, and reputation management can reduce manual work and create more opportunities to stay in touch. The important part is using that time to strengthen client relationships instead of allowing technology to make the agency feel less personal. You also have to recognize when a client is not the right fit. If every conversation turns into a fight over price, that account may continue taking time without ever valuing your advice. Protecting your time allows you to give better customer service to the people who chose your agency for its knowledge, relationships, and willingness to help. Habits Keep an Agency Strong for Decades The tools will keep changing, but good judgment, policy knowledge, and real client relationships are still what make an agency worth coming back to. (00:03:38) Protecting agency data and avoiding single points of failure (00:06:42) Using technology to stay high-touch with customers (00:09:12) Defining agency success through service and contentment (00:10:34) Turning policy knowledge into a competitive advantage (00:13:28) Protecting your time, family, and business priorities (00:14:52) Building client relationships and letting price shoppers go (00:17:12) Persistence, reinvestment, and doing what the business requires Build an Agency You Still Want to Run Years From Now You don’t have to adopt every new tool the moment it appears, but you do have to keep learning. Whether you are implementing Jenesis Software, improving your website, or using reputation management to collect more reviews, the technology should make the agency easier to run and help your team serve clients more consistently. The same goes for your own knowledge. Read the policies, understand the coverage, and take the time to educate your clients. That’s how you move the talk beyond price and give people a reason to trust your agency with both personal and commercial insurance needs. Tom’s career is also a reminder that business success is personal. Growth matters, but so does your family, time, and whether you still enjoy the work. Build an agency with clients you want to serve, tools that support your team, and priorities you can live with for the long haul. Connect with Eddie Price and Jenesis Software: LinkedIn: https://www.linkedin.com/in/eddierprice/ The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 Agency Management Software: https://www.jenesissoftware.com/ Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ YouTube: https://www.youtube.com/@JenesisSoftware Connect with Tom and Turner and Sly: Website: https://www.tsains.com/ Phone: (330) 677-5855 Email: info@tsains.com Facebook: https://www.facebook.com/profile.php?id=100070047881401

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  Episode #23

  Insurance Agency Transformation: Staying Authentic and Focused While Navigating Growth and Technology | EP 23

  Jul 23, 202650 min

  It's easy to compare your agency to someone else's, especially in an industry that's constantly talking about growth, acquisitions, technology, and what's coming next. But success isn't measured by the same yardstick for every agency owner. In this episode, I sit down with Rick Pierce to talk about what really creates lasting agency success. From building authentic relationships and staying true to your core values to embracing new technology without losing the personal side of the business, this conversation is a reminder that the strongest agencies don't lose sight of who they are while chasing what's next. Don't Let Someone Else Define Success for Your Agency Many agency owners feel pressure to chase every new opportunity or compare their progress to what other agencies are doing. But growth is much easier to sustain when it's built around your own strengths, your community, and the kind of agency you actually want to own. Success might mean expanding through acquisitions, opening additional locations, or simply becoming the agency people trust most in your town. The important part is knowing what you're building toward before measuring yourself against someone else. Relationships remain one of the few competitive advantages that technology can't replace. Business metrics, AI, and operational efficiencies all have an important place in today's insurance industry, but they're most valuable when they strengthen—not replace—the trust you've built with clients, carrier partners, and your team. The agencies that stand the test of time continue investing in people while using innovation to better support them. Success Means Different Things to Different Agency Owners Whether you're building a hometown agency or pursuing acquisitions, lasting success comes from staying focused on the relationships and values that define your agency. (00:08:57) Career journey and industry relationships (00:11:33) Collaborating with legislative partners (00:16:10) Career path and insurance journey (00:17:26) Collaborating with insurance professionals (00:20:18) Defining business success and values (00:24:35) Core values in the insurance industry (00:29:19) Inspecting customer service quality (00:30:53) Defining modern business success (00:33:57) Importance of authenticity in marketing (00:40:51) Agency Purchase Assistance Program (00:45:13) AI in the future workplace (00:47:00) Importance of business relationships Build an Agency People Want to Do Business With The insurance industry will continue to evolve, and agency owners will always face new challenges, technologies, and opportunities. Through all of that change, the agencies that earn lasting trust are the ones that stay focused on serving people well, measuring what matters, and leading with authenticity. Growth and innovation don't have to come at the expense of relationships. When your values guide your decisions and your systems support great customer service, your agency is positioned to grow in a way that's sustainable—for your clients, your team, and your community. Connect with Eddie Price and Jenesis Software: LinkedIn: https://www.linkedin.com/in/eddierprice/ The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 Agency Management Software: https://www.jenesissoftware.com/ Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ YouTube: https://www.youtube.com/@JenesisSoftware About Rick Pierce: Rick Pierce is a respected insurance industry leader with more than 44 years of experience partnering with independent agencies. Throughout his career with Enagon, GMAC Insurance, National General, and Allstate, he has helped agency owners navigate growth, carrier relationships, and operational challenges. Today, he continues to support North Carolina agencies through industry leadership, legislative partnerships, and a people-first approach centered on trust, authenticity, and long-term success. Connect with Rick and National General: Email: rick.pierce@ncig.com Phone: 336-345-9824 Website: https://nationalgeneral.com/

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  Episode #22

  Raise Your Agency’s Standards and Priorities for Greater Profit and Happier Clients | EP 22

  Jul 9, 202616 min

  Every agency owner wants to grow, but growth starts with the standards we set for ourselves and our teams. The little things—returning a phone call, responding to an email, or following through on a commitment—have a bigger impact than we sometimes realize. In this episode, I share why standards, priorities, and excuses are closely connected, and how improving each one can strengthen your agency. These aren't complicated ideas, but consistently putting them into practice can improve customer service, build stronger relationships, and make running your agency a whole lot more enjoyable. The Standards You Accept Become the Standards You Deliver One of the easiest ways to lose trust is by letting small things slide. If clients have to wonder whether you'll return a call or respond to an email, they'll naturally start wondering what else might be slipping through the cracks. High standards aren't about perfection—they're about creating consistency that people can rely on. The same goes for priorities. Every day presents more work than we can realistically accomplish, so agency owners have to decide what deserves their attention. When we stop making excuses, focus on what's most important, and delegate the rest, it's much easier to build an agency that serves clients well without constantly feeling overwhelmed. Standards Show Up in the Everyday The choices you make every day ultimately become the standards your agency is known for. (00:05:08) The importance of consistency (00:09:25) Timely communication with clients (00:11:53) Prioritize effectively for success (00:15:03) Podcast outro and sponsor message Better Habits Build Better Agencies Building a successful insurance agency isn't about trying to do everything. It's about doing the important things consistently. The habits you model become the culture your team follows, and that culture shapes the experience every client has with your agency. When you commit to higher standards, clearer priorities, and fewer excuses, the results show up in every part of the business. Over time, those daily decisions create an agency that's more efficient, more enjoyable to run, and better equipped for long-term success. Connect with Eddie Price and Jenesis Software: LinkedIn: https://www.linkedin.com/in/eddierprice/ The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 Agency Management Software: https://www.jenesissoftware.com/ Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ YouTube: https://www.youtube.com/@JenesisSoftware

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  Episode #21

  How an Owner’s Personal Development Impacts Growth for an Independent Insurance Agency | EP 21

  Jun 18, 202649 min

  Agency ownership has a way of teaching lessons that no sales role can fully prepare you for. The transition from producer to owner comes with new responsibilities, bigger decisions, and a completely different perspective on growth. In my conversation with Jacob Carroll, we talk about what he's learned over more than a decade of agency ownership and why humility, relationships, and a willingness to keep learning have played such an important role in that journey. Growth Happens Faster When You Learn From Other People One of the biggest mistakes agency owners can make is believing they have to figure everything out on their own. Mentorship, networking with other agency owners, coaching, and continuous learning can help you avoid costly mistakes and see opportunities you might otherwise miss. Reading is another habit that often separates growing agencies from stagnant ones. Whether it's leadership, sales, operations, or personal development, exposing yourself to new ideas creates perspective that can improve decision-making across every area of your agency. The same principle applies to team building. Strong agency growth often requires investing in people before you're completely comfortable doing so. Developing leaders, creating opportunities for your team, and learning how to delegate are all part of making the transition from working in your agency to working on it. Lessons That Only Ownership Teaches The agencies that continue growing are usually led by owners who remain teachable. (00:05:50) Learning the agency business (00:09:09) Building relationships with clients (00:15:25) Reading as mental exercise (00:22:16) Challenges of being an insurance agent (00:23:51) Checking in on business challenges (00:28:05) Juggling work and family roles (00:31:07) Growth and future planning goals (00:33:22) Coaching and mentoring leaders (00:43:10) Being authentic in business (00:46:10) Sustainable personal authenticity Relationships Still Drive Long-Term Success Technology, AI, and changing market conditions continue to reshape the insurance industry, but relationships remain at the center of agency success. Clients, team members, carrier partners, and community connections all thrive on trust, and trust is built through consistency, honesty, and genuine connection. As your agency grows, authenticity becomes even more important. Trying to imitate someone else's sales style, leadership approach, or agency culture rarely works for long. The most sustainable path is building relationships in a way that reflects who you are and the values you want your agency to represent. Over time, those relationships become the foundation for retention, agency culture, and the legacy you're building for the future. Connect with Eddie Price and Jenesis Software: LinkedIn: https://www.linkedin.com/in/eddierprice/ The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753 Agency Management Software: https://www.jenesissoftware.com/ Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ YouTube: https://www.youtube.com/@JenesisSoftware About Jacob Carroll: Jacob Carroll is an insurance agency owner with more than 13 years of experience serving clients in North Carolina. After entering the industry at age 21 and learning the business at Superior Insurance, he launched his own agency in 2013 and has built a people-first operation focused on long-term relationships and accessible coverage solutions. As part of a network of 25–30 agencies, Jacob Carroll values collaboration, mentorship, and continuous learning. A longtime Jenesis Software user, he embraces technology and operational efficiency while staying committed to helping clients navigate some of life's most challenging circumstances. Connect with Jacob and Superior Insurance: Website: https://www.superiorilm.com/ Email: jacob.carroll@superiorilm.com Phone: (910) 550-3758 Facebook: https://www.facebook.com/SuperiorILM/

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  Episode #20

  Increase Agency Profits by Delivering Memorable, Unexpected Experiences | EP 20

  Jun 4, 202617 minS0

  <p>Most agencies already know that good customer service matters. One of the biggest challenges insurance agency owners face is figuring out how to truly stand out in a crowded market. In this episode, I talk about why agency differentiation rarely comes from simply offering good service. That’s the expectation. Real growth happens when we create customer experience moments that clients remember long after the policy is written. </p> <p>Thoughtful, people-first interactions can strengthen client relationships, improve retention, and create the kind of agency growth that compounds over time. The goal is being more intentional about the touchpoints that sh...

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