Accelerate Your Insurance Sales Podcast

KEY MOMENTS

(00:00:00) Bet On Yourself: The Mindset You Need to Win in 2026

(00:03:48) The Moment I Stopped Playing Small

(00:06:45) Why Money Without Health is Failure

(00:18:19) The High Achiever's Curse: Perfectionism vs. Progress

(00:24:36) The Litmus Test: "Will My Boss Pay For It?"

(00:33:00) Confidence is a Muscle You Build, Not a Feeling

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

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💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

How to Clone Yourself With AI (And Sell While You Sleep) | with Jim Carter III

1 week ago

43 minutes 39 seconds

Accelerate Your Insurance Sales Podcast

Building a personal brand and driving sales usually requires you to be awake, on camera, and actively recording. It’s a time-intensive grind that places a hard cap on your revenue; you simply cannot be in every sales conversation at once. But what if you could deploy a digital version of yourself to close deals and create content 24/7?

In this episode, I’m joined by Jim Carter III, a highly-sought after AI strategist who I worked with to build the clone for my agency. Together, we break down exactly how to clone yourself with AI. We explore the specific tech stack (HeyGen for video and ElevenLabs for audio) that allows you to create a hyper-realistic digital twin capable of working while you rest. Jim walks us through the step-by-step process of recording "fine-tune" footage to train the AI on your specific mannerisms, and how to use this technology to automate your social media presence and sales outreach. This is your guide to escaping the time-for-money trap.

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KEY MOMENTS

(00:00:00) The Bottleneck: Why You Can't Scale Sales Yourself

(00:02:15) The "Digital Twin" Strategy

(00:05:40) The Cloning Tech Stack: HeyGen and ElevenLabs

(00:10:20) Training the AI: Recording Your "Fine-Tune" Footage

(00:15:30) Selling While You Sleep: Automating Outreach

(00:19:45) The Future of Agency Growth: Scaling Without Burnout

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

The Accounting System That Guarantees Agency Profit

2 weeks ago

34 minutes 19 seconds

Accelerate Your Insurance Sales Podcast

Most agency owners treat profit as an afterthought; it's just whatever is left over at the end of the year. This "Bank Balance Accounting" mindset leads to a high-stress cycle of overspending in good months and panicking during tax season. It turns profit into a gamble rather than a guarantee.

My guest, fractional CFO Alicia Ostis, joins me on The Broker's Voice to share the specific financial system that flips this equation. We break down the 5-bank-account framework that forces profitability from day one, regardless of your revenue. We also cover the "Drip Account" strategy to survive commission volatility and the exact allocation percentages you need to ensure you, the owner, get paid first every single time. This is the blueprint for guaranteeing your agency's financial health.

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KEY MOMENTS

(00:00:00) The Accounting System That Guarantees Agency Profit

(00:02:45) Why "Bank Balance Accounting" is Losing You Money

(00:06:45) The 5-Account Framework: Setting Up the System

(00:11:51) The "Drip Account": How to Smooth Out Huge Commission Checks

(00:16:29) Scaling the System: Adjusting Percentages as Revenue Grows

(00:26:29) Personal Profit: Applying the System to Your Home Finances

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

Why Executives Need to Train Like Athletes, with Pete Mueller

2 weeks ago

42 minutes 21 seconds

Accelerate Your Insurance Sales Podcast

Executives are "corporate athletes," facing the same intense pressure, grueling schedules, and high stakes as professional athletes - but without the training, recovery, or support. Most leaders run on adrenaline and caffeine until they hit a wall, mistaking burnout for a badge of honor. It’s a dangerous game that sacrifices health for short-term gains.

My guest, Pete Mueller, has been coaching executives since 1990, and he's here with a new game plan. In this episode, we break down how to stop treating your body like a machine and start training it for longevity. We get into the critical role of "neuromuscular resets," why strength training is the currency of longevity, and the simple, sacred habits you need to implement now to sustain high performance without the crash. This is the guide for leaders who want to win in business without losing their health.

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KEY MOMENTS

(00:00:00) Why Executives Need to Train Like Athletes

(00:00:47) The Corporate Athletes

(00:03:16) The Silent Killer: How Adrenal Fatigue Destroys High Performers

(00:08:17) The Neuromuscular Reset: Fixing Your Body's "Cheat Codes"

(00:15:06) The Power of Breath: Moving from "Fight or Flight" to Focus

(00:20:03) Strength Training: The Currency of Longevity

(00:35:07) The First Step: Put Your Own Oxygen Mask on First

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

Using AI To Multiply Your Agency's Value, with Rodney Mattos Sr.

3 weeks ago

42 minutes 37 seconds

Accelerate Your Insurance Sales Podcast

"Efficiency is the new equity."

In the traditional agency model, growth usually means hiring more people to do more manual work. This linear relationship eats into your margins, complicates your operations, and ultimately caps your agency's valuation. To truly scale, you have to break the link between revenue growth and headcount.

My guest, Rodney Mattos Sr., returns to the show to break down the math behind this shift. In this episode, we explore how his platform allows agencies to move from "people hours" to "precision hours." We get into the financial mechanics of how reducing OpEx through automation doesn't just increase profit - it expands your EBITDA multiple, exponentially increasing your enterprise value. This is the strategy for building a predictable, high-value agency that investors love.

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KEY MOMENTS

(00:00:00) How AI Multiplies Agency Value

(00:16:18) The "Post Office" Solution: Solving Data Gridlock

(00:23:41) The Mirror Effect: Technology That Reflects Human Judgment

(00:35:28) The Math: How Efficiency Expands Your Multiple

(00:41:47) The Shift From "People Hours" to "Precision Hours"

(01:05:03) The Goal is Freedom, Not Fewer People

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

She Went From Poverty to Top Producer

3 weeks ago

1 hour 9 minutes 54 seconds

Accelerate Your Insurance Sales Podcast

The insurance industry often hires for pedigree: the right degree, the right school, and a polished background. But my guest, Misty Carson, proves that grit outperforms a resume every time. Her journey starts in extreme poverty in a trailer park, navigating life as a teen mom, and leads all the way to the top of the insurance game.

In this episode, Misty shares the raw reality of how she went from surviving to thriving. We discuss how she translated the hustle of the car sales floor into insurance success, why non-traditional talent is the industry's biggest missed opportunity, and how she turned being "battle-tested" into her greatest competitive advantage. This is the story of what happens when you refuse to let your circumstances define your future.

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KEY MOMENTS

(00:00:00) She Went From Poverty to Top Producer

(00:00:56) The Origin Story: Escaping Poverty and Defying the Odds

(00:07:06) The Turning Point: Learning to Bet on Yourself

(00:09:34) How Selling Cars Prepared Her to Dominate Insurance

(00:18:49) Why the Best Producers Don't Always Have "Perfect" Resumes

(00:24:28) "Battle-Tested": Turning a Hard Past Into a Powerful Brand

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

Insuring America's Volunteer Firefighters | with Ed Mann

1 month ago

33 minutes 29 seconds

Accelerate Your Insurance Sales Podcast

Volunteer fire departments and EMS organizations face risks that most businesses can't even imagine. From wrongful termination claims to the unique dangers of the job, they need more than a standard policy, and they need a partner who understands the fire service from the inside out.

My guest, Ed Mann, served as the Pennsylvania State Fire Commissioner for 15 years before joining Provident Agency. In this episode of The Broker's Voice, he shares the game plan for protecting first responders. We get into the critical importance of Employment Practices Liability Insurance (EPLI) for volunteer departments, how Provident's lifetime benefits protect those injured in the line of duty, and the powerful educational resources they provide to keep departments safe and compliant. This is the guide for brokers who want to serve the people who serve our communities.

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CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

The "Status Quo" Sales Process is Killing Your Growth

1 month ago

28 minutes 38 seconds

Accelerate Your Insurance Sales Podcast

The status quo is a lack of desire to do something different simply because what you've always done is comfortable.

In the insurance industry, this mindset is a death sentence. Agencies are still training producers on sales tactics from two decades ago, ignoring the reality that the game has completely changed.

If you want to scale, you have to kill the status quo. In this episode, I’m giving you the framework to modernize your entire sales process. We break down how to use AI to automate your pre-meeting research, the 7-step formula to take total control of the discovery meeting, and why your current proposal strategy is losing you deals. This is the guide to stop doing what’s comfortable and start doing what works.

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KEY MOMENTS

(00:00:00) The "Status Quo" Sales Process is Killing Your Growth

(00:05:35) Stop Evaluating AI: It's Here to Stay

(00:07:46) Stage 1: Using Tech to Prepare Your Prospect for a Win

(00:14:06) Stage 2: Controlling the Discovery Meeting (The 7 P's)

(00:19:51) Stage 3: The 3-Step Proposal Framework

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

Why This Top Producer Still Makes 40 Cold Calls A Day | with Micah Salas

1 month ago

25 minutes 46 seconds

Accelerate Your Insurance Sales Podcast

There is a dangerous myth in the industry that building a personal brand means you never have to pick up the phone again. Producers start posting on LinkedIn and assume the leads will just roll in, using content as an excuse to avoid the hard work of prospecting. It’s a mindset that leads to a dry pipeline and missed targets.

My guest, Micah Salas, proves that the most effective strategy is doing both. Despite being a top producer with a published book and a strong following, he still commits to making 40 cold calls every single day. In this episode, he breaks down the math behind his daily volume, why he believes "more is still more," and how combining a strong reputation with high-volume outreach makes every dial more effective. This is a reality check for anyone hoping to replace the hustle with a hashtag.

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KEY MOMENTS

(00:00:00) Why This Top Producer Still Makes 40 Cold Calls A Day

(00:03:29) From Unemployment to Top Producer: A Journey of Persistence

(00:14:03) The "Brother-in-Law" Test: Creating Authentic Content

(00:26:42) How to Never Run Out of Content Ideas

(00:30:51) The Introvert's Approach to Cold Calling

(00:33:36) The Math Behind 40 Calls A Day

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

The ROI of Embedded Clinical Advocacy

1 month ago

43 minutes 10 seconds

Accelerate Your Insurance Sales Podcast

Most employers are wasting money on "cost containment" solutions that nobody uses. They buy a 1-800 number or a wellness app, hoping for savings, but get zero engagement because employees don't trust a stranger at a call center. If your advocacy solution has no engagement, it has zero ROI. It’s like playing slots in the "Healthcare Casino"—you keep putting money in, but the house always wins.

Real ROI requires real trust. My guest, Matt McQuide of Synergy Healthcare, joins me on The Broker's Voice to break down the financial impact of Embedded Clinical Advocacy. We discuss why assigning a dedicated nurse to a specific client (not a random voice on a phone line) is the only way to drive the engagement necessary to redirect care and prevent catastrophic claims. This is the strategy for turning advocacy from a line item expense into a massive return on investment.

▶▶ Sign Up For Your Free Discovery Call

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

Why Your Top Producer Is About to Quit

1 month ago

28 minutes 9 seconds

Accelerate Your Insurance Sales Podcast

Agency leaders make a fatal assumption: that their million-dollar producers are self-sufficient. The reality is, these all-stars drive 80% of your revenue, and they're often the most neglected. They're a massive flight risk, not because they're unhappy, but because they're stuck.

The strategies that got your top producers to their first million won't get them to the next level—they've hit a new plateau and need a new set of tools. In this episode, I'm giving you the new framework for supporting your best people. We get into why building their personal brand is the only strategy that matters for scaling, how to use platforms like LinkedIn to build their credibility, and why the agencies that "rent the brands of their producers" are the only ones who will win the future.

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KEY MOMENTS

(00:00:00) Why Your Top Producer Is About to Quit

(00:00:47) The Fatal Flaw: Neglecting Your Top Producers

(00:04:44) The 80/20 Problem: Your Revenue Is at Risk

(00:05:31) The Scaling Solution: Building Their Personal Brand

(00:14:09) The New Agency Model: Rent Their Brand, Not Yours

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

A Doctor's Warning On How Fee-For-Service Is Failing Your Clients

1 month ago

21 minutes 13 seconds

Accelerate Your Insurance Sales Podcast

The fee-for-service model isn't just failing your clients; it's actively burning out the very doctors they’re supposed to trust.

My guest this week, Dr. John Van Der Veer, isn't just a critic of this broken model; he's a refugee from it. After hitting his own breaking point as a primary care doc and Chief Medical Officer, he built the alternative: a Direct Primary Care (DPC) practice. In this episode, Dr. Van Der Veer gives you a doctor's firsthand account of why the FFS system is designed to fail. We get into the new framework that DPC provides, how it actually aligns incentives to save your clients money, and how he's scaling it through a massive partnership with Hy-Vee. This is the proof you need to finally lead your clients away from the problem and toward the solution.

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KEY MOMENTS

(00:00:00) A Doctor's Take On How Fee-For-Service Is Failing Your Clients

(00:09:05) The DPC Fix: Realigning Incentives with Patient Care

(00:09:24) The Gateway to Smarter, Cheaper Advanced Care

(00:11:29) More Time, Better Outcomes: The DPC Patient Experience

(00:24:01) Scaling the Solution: The Hy-Vee Partnership

(00:32:22) The Engagement Strategy: Getting People to Actually Use DPC

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

The Cure for Fragmented, Cobbled-Together Benefit Plans

2 months ago

42 minutes 15 seconds

Accelerate Your Insurance Sales Podcast

The benefits market is flooded with solutions that promise innovation but deliver total chaos. They're built on "razor-thin margins" to chase top-line revenue, and the service inevitably collapses, leaving you, the broker, to clean up the mess and take the blame. It's a broken model that ruins your reputation.

But what if you could offer a plan with the stability of a BUCA, the innovation of a tech company, and get a quote in 48 hours? My guest, Caleb Parker of Angle Health, joins me on The Broker's Voice to share his framework. We get into why Angle is built on an "AI-native" chassis to deliver precision underwriting, how they avoid the margin trap that kills other solutions, and why they can deliver a Jan 1st quote on Jan 10th. This is the game plan for finally having a stable, scalable alternative.

▶▶ Sign Up For Your Free Discovery Call

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

The Italian Approach to Sales: Less Stress, More Success

2 months ago

29 minutes 15 seconds

Accelerate Your Insurance Sales Podcast

The American way of selling is a high-stress, quantity-obsessed grind. We're taught to chase more prospects, make more calls, and just do more: a relentless chase that inevitably leads to burnout. But what if the real path to scaling your business was built on a foundation of "less, but better"?

I just got back from Italy, where the entire culture is a powerful reminder that there's a different way to live and work. In this episode, I'm sharing the "Italian Approach to Sales" - a game plan for growing your book with a lot less stress. We get into the three lessons I learned: the artisan's power of consistency, the focus on quality over quantity (in both food and clients), and the genius of simplifying your process with modern tools. This is the strategy for achieving more success, not by doing more, but by being more effective.

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KEY MOMENTS

(00:00:00) The Italian Approach to Sales: Less Stress, More Success

(00:05:33) Lesson 1: The Artisan's Consistency (Your Pipeline Game Plan)

(00:10:24) Lesson 2: Quality Over Quantity (The Food & Client Formula)

(00:13:51) Lesson 3: The Secret to Less Stress (Simplifying Your Process)

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

Stop Marketing Like It's Still The '90s | with Aubrey King

2 months ago

21 minutes 29 seconds

Accelerate Your Insurance Sales Podcast

Most insurance agencies market themselves like they're still stuck in the last century, relying on tired tactics, generic messaging, and treating their marketing team like order-takers.

But what if your marketing could be your agency's ultimate weapon? My guest, Aubrey King, Director of Marketing at McConkey Insurance & Benefits, is here with a new framework for breaking out of the "boring insurance" mold. We get into why traditional agencies resist change, how McConkey uses its unique non-commissioned model to stand out, and the critical need to tailor your message and empower your marketing team. This is the guide for agencies ready to stop blending in and start getting noticed.

▶▶ Sign Up For Your Free Discovery Call

KEY MOMENTS

(00:00:00) Stop Marketing Like It's 1990, with Aubrey King

(00:06:09) The Marketer's Mindset: How Personal Challenges Fuel Professional Growth

(00:09:37) Why Traditional Agencies Are Allergic to Modern Marketing

(00:12:01) The Ultimate Differentiator: McConkey's Non-Commissioned Advantage

(00:17:19) The Modern Marketing Formula: Audience, Message, Channel

(00:24:09) Beyond Selling: Using Content to Educate & Retain Clients

(00:31:21) The Agency Leader's Job: Get Out of Marketing's Way

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

From Venezuela to Miami: How a Family Agency Reinvented Itself

2 months ago

36 minutes 19 seconds

Accelerate Your Insurance Sales Podcast

Most independent agencies lack a compelling story, have no true specialization, and fight to be seen as anything more than a commodity that can be replaced by a cheaper quote. It’s a constant struggle to prove your value in a crowded market where trust is everything.

But what if your agency's unique story was your greatest asset? My guest, Andor Tobelem from Miami Insurance Brokers, joins me on The Broker's Voice to share the game plan his family agency used to thrive. We get into their incredible journey from Venezuela to Miami, how they built a powerful brand by specializing in the international market, and why their goal is to be on every client's "speed dial" next to their lawyer and doctor. This is a lesson in how to build an agency that is impossible to forget and even harder to replace.

▶▶ Sign Up For Your Free Discovery Call

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

The Future of Insurance: Collaboration Over Competition with Jessica Brooks-Woods

2 months ago

30 minutes 34 seconds

Accelerate Your Insurance Sales Podcast

The future of this industry belongs to those who collaborate. My guest, Jessica Brooks-Woods, CEO of NABIP, is here with a game plan for why unified action is the only path forward. In this conversation, we break down how advisors, brokers, and industry partners can work together to solve the massive challenges our clients are facing. This is a masterclass in building a career and an industry on the powerful idea that we are stronger together than we are apart.

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KEY MOMENTS

(00:00:00) The Future of Insurance: Collaboration Over Competition

(00:10:37) A New Framework: Driving Client Value Through Collaboration

(00:19:21) A Leader's Journey: The 'Why' Behind the Mission

(00:23:24) Unified Action: How Brokers Can Force Real Change

(00:32:11) The Ultimate Goal of Collaboration: Empowering the Patient

(00:40:42) A Warning for Leaders: The Coming Wave of Transparency

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

Time Management: The #1 Differentiator in Sales

2 months ago

45 minutes 48 seconds

Accelerate Your Insurance Sales Podcast

Every producer in this industry, from the rookie to the top all-star, gets the exact same 24 hours in a day. It's the ultimate equalizer.

Yet, most waste this invaluable resource on outdated training, get bogged down in service work, and lack the discipline to focus on what actually drives growth. They treat time as something that just happens, not as their most critical asset.

The top 1% understand that how you manage your time is the #1 differentiator between mediocrity and massive success. In this episode, I'll give you the game plan for how elite producers leverage time at every stage of their career. This isn't about working more hours; it's a new framework for using your time to build an unbeatable competitive advantage.

▶▶ Sign Up For Your Free Discovery Call

KEY MOMENTS

(00:00:00) Time Management: The #1 Differentiator in Sales

(00:05:46) The New Producer's Time Advantage

(00:09:04) The Validated Producer's Productivity Game Plan

(00:13:49) The All-Star's Framework for Buying Back Time

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

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:

The CHAMP Plan: A New Solution For Hard-to-Insure Workforces

2 months ago

19 minutes 37 seconds

Accelerate Your Insurance Sales Podcast

Every broker has clients with a workforce they can't solve for: hourly, seasonal, part-time, etc. These are the "hard-to-insure" employees who are often priced out of major medical plans, leaving them with no access to essential care. This isn't just a benefits problem; it's a business problem that drives turnover.

But what if there was a way to provide valuable healthcare to these employees without breaking your client's budget? My guest, Mike Anarumo of Champion Health, joins me on The Broker's Voice with the game plan for the CHAMP Plan. We get into how this unique supplemental benefit is specifically designed for these hard-to-insure workforces, providing $0 cost access to primary care, urgent care, and prescriptions. This is the how-to guide for solving one of the toughest challenges a broker faces.

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How Independent Agencies Can Thrive and Scale in a Competitive Market with Pam Schlotzhauer

3 months ago

29 minutes 47 seconds

Accelerate Your Insurance Sales Podcast

The modern market is designed to crush the independent agency. For many, the goal is no longer to thrive; it's just to survive in an increasingly hostile environment.

But you don't have to go it alone. My guest, Pam Schlotzhauer of United Benefit Advisors (UBA), is here with the game plan for how independent agencies can fight back, thrive, and scale. In this conversation, we break down the UBA model of collaboration over competition, a framework that gives members the collective buying power, shared expertise, and cutting-edge tools to compete with the giants.

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KEY MOMENTS

(00:00:00) How to Compete With National Firms (Without Selling Out)

(00:00:42) The UBA Model: Gaining Scale While Staying Independent

(00:04:06) The Power of the Collective: Buying Power, Bonuses & AI

(00:05:51) You Don't Know What You Don't Know: The Value of Shared Expertise

(00:10:00) The Application Process: Who is a Good Fit for UBA?

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📲 Schedule a free discovery call: