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The Insurance Dream Podcast
The Insurance Dream Podcast
100 episodes
3 days ago
Welcome to The Insurance Connector Podcast! Our podcast delivers fresh content including insight on current & upcoming changes in the Insurance Industry, as well as interviews with giants of our industry.
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Entrepreneurship
Business
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All content for The Insurance Dream Podcast is the property of The Insurance Dream Podcast and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to The Insurance Connector Podcast! Our podcast delivers fresh content including insight on current & upcoming changes in the Insurance Industry, as well as interviews with giants of our industry.
Show more...
Entrepreneurship
Business
Episodes (20/100)
The Insurance Dream Podcast
513: From Activity to Outcomes: The Metrics That Actually Drive Growth
Being busy doesn’t mean you’re growing — and activity alone doesn’t pay the bills. In this episode, we move past the warning signs of tracking the wrong numbers and focus on what insurance agency owners should be measuring instead. We break down the difference between activity metrics and outcome metrics, explain why leading indicators matter just as much as lagging ones, and walk through the few core numbers that actually drive revenue, efficiency, and sustainable growth. You’ll learn how to simplify your dashboards, avoid metric overload, and create clarity for producers, service teams, and leadership — without micromanaging or burning people out. If you’re ready to stop managing busyness and start managing results, this episode will help you measure what truly moves the business forward. Today's episode sponsored by: https://theinsurancedream.com/payment-processing 
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3 days ago
5 minutes

The Insurance Dream Podcast
512: The Metrics Trap: Why Busy Numbers Don’t Always Mean Real Progress
Not all metrics are created equal — and some of the numbers we track every day are quietly working against us. In this episode, we break down why “feel-good” metrics can give insurance agency owners a false sense of productivity, even while revenue, momentum, and clarity stall out. From inflated task counts and misleading activity reports to quote volume, call numbers, and daily wins taken out of monthly context, we explore how tracking the wrong data can make you busy without being effective. If you’ve ever ended the day feeling productive but unsure what actually moved the needle, this episode will help you rethink what you measure, why it matters, and how to choose metrics that drive real results instead of comfort. Perfect for agency owners who want clarity, better decision-making, and sustainable growth — not just a dashboard that looks good. Today's episode sponsored by: https://theinsurancedream.com/virtual-assistants 
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4 days ago
6 minutes

The Insurance Dream Podcast
511: Same Hours. Different Energy. Completely Different Results.
Two people can work the same hours, do the same tasks, and chase the same goals — yet end up with wildly different outcomes. The difference isn’t strategy. It isn’t talent. It’s energy. In this episode, we break down why learning to enjoy the process changes everything, how tolerating the grind slowly destroys momentum, and why sometimes the bravest move is choosing a different grind altogether. Today's episode sponsored by: https://theinsurancedream.com/digital-marketing 
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6 days ago
5 minutes

The Insurance Dream Podcast
510: Why We Built The Insurance Dream Wholesale Division (And How It Helps Agencies Scale Smarter)
Most independent agencies don’t struggle because they’re bad at selling insurance — they struggle because scaling requires more appointments, more staff, and more time than most agencies realistically have. In this episode of The Insurance Dream, Abe breaks down why we built The Insurance Dream Commercial Insurance Wholesale Brokerage and how it’s designed to help independent agencies grow without adding unnecessary payroll or operational stress. We cover: Why most agencies don’t need dozens of carrier appointments How our wholesale process works like a commercial multi-rater with real people running the quotes Fast quote turnaround times — often one business day or less No appointment required to see quotes Full administrative support, including certificates of insurance, contract review, endorsements, and compliance tracking Built-in 60-day renewal reminders with full re-marketing across available markets How wholesale can help you scale faster while keeping producers focused on revenue If you’re looking for more market access, less service work, and a smarter way to grow your agency, this episode is for you. Learn more or submit a quote: https://insdreamwholesale.com/ 
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1 week ago
7 minutes

The Insurance Dream Podcast
509: What You Stop Doing Determines What You Earn: The Agency Owner’s Elimination Framework
Growth doesn’t come from adding more tasks — it comes from eliminating the ones that drain your time, attention, and decision-making energy. In this episode, Abe introduces the Agency Owner’s Elimination Framework, a practical weekly system that frees up capacity, increases team productivity, and gives you more space to focus on revenue-producing work. Learn what to stop doing, what to delegate, and how to identify the hidden bottlenecks silently slowing your agency down. https://theinsurancedream.com/payment-processing 
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1 month ago
5 minutes

The Insurance Dream Podcast
508: Your Pipeline Is Lying to You: The Real Metrics That Predict Agency Growth
Every agency tracks quotes and premium… but almost none track the metrics that actually predict next month’s revenue. In this episode, Abe breaks down the three leading indicators that reveal whether your agency is accelerating, stalling, or silently slipping backward. Learn how to build a simple daily dashboard, how to diagnose pipeline slowdowns before they hit your bank account, and a 48-hour reset plan that reignites momentum fast. https://theinsurancedream.com/virtual-assistants 
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1 month ago
20 minutes

The Insurance Dream Podcast
507: Proven Tactics to Boost Retention and Referrals
In today's Daily Insurance Meditation, Abe sits down with Spencer from Brightfire to talk about proven digital and non-digital tactics that boost retention and referrals. https://theinsurancedream.com/digital-marketing 
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1 month ago
20 minutes

The Insurance Dream Podcast
506: The Hidden Cost of Doing Nothing: Why Hesitation Is Draining Your Agency
Most insurance agencies don’t fall behind because of bad markets or tough competition — they fall behind because of hesitation. In this episode of The Insurance Dream, we break down the inaction tax: the silent financial cost your agency pays every single day you delay training, skip system upgrades, avoid hiring, or postpone necessary improvements. You’ll learn how to identify where your agency is leaking money, how to measure the real impact of waiting for the “perfect time,” and how small decisions can reclaim momentum and fuel long-term growth. If your agency feels stuck — busy, but not growing — this episode will show you why. And more importantly, how to fix it.https://theinsurancedream.com/payment-processing 
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1 month ago
6 minutes

The Insurance Dream Podcast
505: Sell the Problem You Solve — Not the Policy You Quote
In today’s episode of The Insurance Dream, we break down why selling insurance as a commodity turns you into a discount store — and how shifting to selling the problem you solve instantly removes you from price wars, filters out $5-switchers, and positions you as the go-to advisor contractors trust.  https://theinsurancedream.com/virtual-assistants 
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1 month ago
6 minutes

The Insurance Dream Podcast
504: Gratitude Is a Growth Strategy
On this Thanksgiving episode of The Insurance Dream, Abe breaks down why gratitude isn’t just a personal value — it’s a business advantage. Learn how thankfulness strengthens teams, deepens client loyalty, lowers stress, and keeps agency owners focused on the long game. https://theinsurancedream.com/digital-marketing 
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1 month ago
8 minutes

The Insurance Dream Podcast
503: Failure Is Just Feedback: How to Turn Setbacks Into Momentum
Today we’re diving into a mindset shift that completely changes how you handle challenges, setbacks, and the moments when things just… don’t work. And it all starts with one simple truth: Failure is feedback wearing a disguise. Today's episode sponsored by: https://theinsurancedream.com/payment-processing 
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1 month ago
5 minutes

The Insurance Dream Podcast
503: One-Hour Rule: The Cheat Code Hiding in Plain Sight
In a world where everyone moves slow, speed is a superpower. In this episode, we break down why responding to emails within an hour is one of the biggest “cheat codes” in business—and how insurance agency owners can use it to win more clients, close more deals, and build a reputation that competitors can’t touch. Today's episode sponsored by: https://theinsurancedream.com/virtual-assistants
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1 month ago
7 minutes

The Insurance Dream Podcast
502: Stop Doing More. Start Doing What Matters.
In today’s episode, we challenge one of the biggest lies in business productivity: that doing more is the key to success. Abe breaks down why efficiency without effectiveness is just organized failure — and why the to-do list you’re obsessing over might actually be the thing holding you back. Today's episode sponsored by: https://theinsurancedream.com/digital-marketing 
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1 month ago
7 minutes

The Insurance Dream Podcast
501: SEO Mistakes That Could Be Haunting Your Agency
In this episode of The Insurance Dream, Abe sits down with Spencer from BrightFire to tackle the SEO mistakes that could be haunting your agency’s online performance. From skipping keyword research to letting your website stagnate, they break down the most common pitfalls and how to fix them. You’ll learn why offsite SEO matters, how to craft attention-grabbing headlines, the importance of visuals with alt text, and how internal linking and meta descriptions can supercharge your visibility. Whether your agency’s online presence is brand new or long established, this episode will help you turn missed opportunities into measurable growth. Today's episode sponsored by: https://theinsurancedream.com/digital-marketing 
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2 months ago
20 minutes

The Insurance Dream Podcast
500: Why Your Goals Aren’t Working
You don’t control outcomes — you control actions. In this episode, Abe breaks down why outcome goals lead to frustration, how process goals create progress, and what this mindset shift means for you and your agency’s growth.    https://theinsurancedream.com/payment-processing 
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2 months ago
6 minutes

The Insurance Dream Podcast
499: Expensive Problems, Big Paydays: The Secret to Value in Insurance
In this episode of The Insurance Dream, we dig into a mindset that separates average earners from top producers: the art of solving expensive problems. Price follows pain — and in insurance, that means the bigger the risk you solve, the bigger the reward. Abe breaks down how to identify your clients’ most painful bottlenecks, how to move beyond “quote-and-hope” selling, and why the most successful agents are really problem solvers disguised as advisors. https://theinsurancedream.com/virtual-assistants 
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2 months ago
5 minutes

The Insurance Dream Podcast
498: Cynics Sound Smart, But Optimists Build Empires
In this episode of The Insurance Dream, Abe unpacks a piece of advice from a $200 million fund manager: “Cynics sound smart. Optimists make money.” Discover how this mindset shift applies to running your insurance agency — and why creation will always outperform criticism. https://theinsurancedream.com/digital-marketing  
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2 months ago
5 minutes

The Insurance Dream Podcast
497: Retention Is a Reflection: What Your Clients Say When You’re Not in the Room
Client retention is the truest reflection of your agency’s culture. In this episode, Abe breaks down how to keep clients loyal — not through discounts or gimmicks, but through relationships, communication, and the kind of service that makes people stay even when prices go up. Today's episode sponsored by: https://theinsurancedream.com/payment-processing 
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2 months ago
5 minutes

The Insurance Dream Podcast
496: Stop Shouting, Start Attracting: The New Rules of Agency Marketing
Marketing in today’s insurance world isn’t about who shouts the loudest — it’s about who connects the best. In this episode, Abe breaks down how insurance agencies can move beyond noise and cold outreach, focusing instead on building trust, authority, and magnetism that attracts clients naturally.  Today's episode sponsored by: https://theinsurancedream.com/virtual-assistants 
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2 months ago
6 minutes

The Insurance Dream Podcast
495: Leading Without a Title: How Real Leaders Build Trust First
Leadership inside an insurance agency isn’t about the title on your email signature — it’s about how people feel when they work with you. In this episode, Abe breaks down what real leadership looks like inside an agency: building trust, setting direction, and helping your team grow — all without micromanaging or burning out. Today's episode sponsored by: https://theinsurancedream.com/digital-marketing 
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2 months ago
5 minutes

The Insurance Dream Podcast
Welcome to The Insurance Connector Podcast! Our podcast delivers fresh content including insight on current & upcoming changes in the Insurance Industry, as well as interviews with giants of our industry.