Agency Launch-For Insurance Agents

Matt Dietz
  • 5.0 (74)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

A look into the life of the owner of an insurance agency. I opened my agency in 2004. I talk about sales, marketing, staffing and retention. If you can master these 4 things, you can write your own ticket. Get in.

  1. 2D AGO

    Matt's Big Insurance Win: A Story of Determination

    Don’t Stop Fighting for Your Clients: Turning an Underwriting “No” Into a “Yes”Matt Dietz of Agency Launch shares a story about fighting for a longtime client whose nearly $3M home policy jumped from $16,000 to $22,000 annually and was quoted $10,000 less elsewhere during a refinance. Matt investigates why his carrier had the home ineligible due to an outdated fire protection class, confirms it should be an 8 instead of a 9, and works with his district manager and another department to get an exception approved by providing a fire chief letter and home photos. After negotiating deductibles (rejecting a 2% deductible) he secures coverage with a $10,000 deductible and lower premium, creating additional savings when the home re-attaches to the client’s autos. He emphasizes persistence, building internal relationships, and being patient and kind to get to “yes.”00:00 Welcome to Agency Launch00:20 Free Resources Text Line00:46 Story Setup Fight for Clients00:57 The Big Premium Shock02:32 Checking Protection Class03:21 Underwriting Evidence Needed05:24 Fire Chief Follow Up Crunch06:13 Deductible Negotiation Win07:32 Lessons Build Relationships09:23 Offers Courses Coaching Outro

    10 min

  2. MAR 26

    Huddle Up. 10 minutes for 10% growth

    Boost Agency Production with Daily Morning HuddlesMatt Dietz of Agency Launch shares a simple daily morning huddle structure designed to increase insurance agency production by keeping teams focused on measurable goals. He recommends a 5–10 minute status report that starts with the agency’s monthly premium goal and current pace, then has each producer report premium written yesterday, quotes generated yesterday, plans for today, and what help they need. He advises giving CSRs measurable daily expectations as well—especially cross-sells—plus items like reviews, referrals, scheduled life appointments, or reviews, using the huddle to create accountability and motivation. Dietz suggests the owner report their own numbers too, save coaching and deeper conversations for weekly one-on-ones, and run daily huddles until consistent goal achievement. He also promotes texting his community and resources and mentions products at agencylaunch.net.00:00 Welcome to Agency Launch00:29 Free Texting Resources01:07 Why Daily Huddles Work01:37 Set the Premium Goal01:50 Run the 5 Minute Huddle03:26 Producer Daily Metrics04:16 CSR Goals and Cross Sells05:48 Peer Pressure and Accountability06:57 Lead by Example07:35 Weekly Coaching Check Ins08:31 When to Stop the Huddles09:04 Huddle Script Recap09:25 Wrap Up and Offers

    10 min

  3. 12/16/2025

    "Time's Up! Mastering Deadlines in Your Agency"

    Effective Deadline Management for Insurance AgenciesIn this episode of Agency Launch, host Matt Deon discusses the significance of setting and managing deadlines to improve the performance of an insurance agency team. He emphasizes the importance of deadlines in various aspects of the business including marketing, staffing, sales, and customer service. Matt introduces his new monthly coaching program launching on January 12th, which aims to help aspiring insurance agency owners succeed by focusing on key business fundamentals. Listeners are encouraged to join his texting community for further resources and details about the program.00:00 Introduction to Agency Launch00:18 New Program Announcement01:29 The Importance of Deadlines04:09 Setting Goals and Contests04:56 Effective Delegation Strategies06:23 Conclusion and Contact Information

    8 min

  4. 11/13/2025

    No More Salesy Vibes: Casual Tips for Finding Your Clients

    Mastering the Art of Asking for Business Without Sounding SalesyIn this episode of Agency Launch, Matt Dietz discusses the importance of asking for business and provides actionable tips on how to do it effectively without coming across as salesy. He shares insights from his own experience, emphasizing the importance of creating genuine conversations and relationship-building. Matt also offers a free resource bundle for listeners who text him the word 'free'. Tune in to learn how to boost your insurance agency’s success through improved business inquiries.00:00 Introduction to Agency Launch00:21 Free Resources for Agents00:49 The Importance of Asking for Business01:31 Overcoming the Fear of Asking02:58 Effective Networking Strategies04:18 Crafting the Perfect Ask08:54 Encouragement and Final Thoughts

    11 min

  5. 10/22/2025

    Lead your state in life sales with this one system

    Boosting Life Insurance Sales: Practical Strategies for Insurance AgentsIn this episode of Agency Launch, Matt Deon addresses the challenges that insurance agents face in selling life insurance policies. He emphasizes the importance of initiating conversations about life insurance with every customer quote. Matt provides a practical strategy to include a 10-year, $150,000 term life insurance quote with every single quote, ensuring that life insurance becomes a part of the discussion. He elaborates on how to train teams, hold them accountable, and create habits that will lead to increased life insurance sales. For additional resources, listeners are encouraged to text Matt and access a curated repository of free educational content.00:00 Introduction to Agency Launch00:20 Free Resources for Insurance Agents00:43 Challenges in Selling Life Insurance01:02 The Importance of Asking for Life Insurance01:55 Implementing a System for Life Insurance Quotes03:42 Engaging Clients in Life Insurance Conversations05:32 Building a Habit and Accountability07:53 Conclusion and Contact Information

    9 min

  6. 10/15/2025

    David Denning Simplifies Social Media for Your Business

    Mastering Social Media for Insurance Agents with David DenningIn this episode, Matt interviews David Denning, co-founder of Jumpstart Go, to discuss the importance of social media for insurance agents. They cover best practices for organic social media, the significance of understanding your Ideal Client Profile (ICP), and the value of personal connection in business growth. David shares his journey from marketing consulting to focusing exclusively on the insurance industry and provides actionable steps for leveraging Facebook, creating engaging content, and overcoming the fear of video. The episode also explores the integration of AI in content creation and offers valuable insights into maximizing social media efforts for better client engagement and business growth.00:00 Introduction and Guest Welcome00:30 David Denning's Origin Story02:33 Transition to Insurance Marketing05:27 Social Media Strategies for Agents19:04 The Importance of Personal Branding23:37 Active Engagement Strategies24:30 Common Mistakes Agents Make25:13 Maximizing Personal Profiles26:06 Transitioning Engagement to Business28:50 Avoiding Fear-Based Tactics32:09 Leveraging AI in Social Media38:17 Jumpstart Programs for Agents42:44 Connecting with David Denning43:39 Final Thoughts and Farewell

    48 min

  7. 07/24/2025

    What are you CAPABLE of?

    Maximizing Your Agency's Potential: The Power of Willingness and CapabilityIn this episode, host Matt Diet delves into the crucial aspects of running a successful insurance agency, including staffing, sales, marketing, and retention. Matt shares his excitement about launching his first physical product, a training deck of cards, which encapsulates his entire course. He emphasizes the importance of willingness and capability in achieving success, illustrated by a story of an agent who successfully leveraged mortgage broker connections. Matt advises listeners to challenge themselves to reach their full potential and not shy away from asking for business. He concludes with a motivational call to action for agency professionals to maximize their capabilities and continually ask for opportunities.00:00 Introduction to Agency Launch00:17 Exciting New Product Launch01:19 Coaching Session Insights07:52 The Power of Asking09:22 Maximizing Your Capabilities10:58 Conclusion and Final Thoughts

    12 min

  8. 07/11/2025

    Essential Habits for New Agency Staff

    Building Habits for High-Performing Insurance AgenciesMatt Deon discusses the importance of developing effective habits within an insurance agency. He emphasizes the need for habitual actions in sales, quoting, and customer service, especially for new staff. Matt highlights specific habits such as including life insurance quotes with every quote, setting measurable daily quote goals, avoiding emailing quotes without client interaction, and leading customer service with a 'yes' mentality. He also announces the launch of his first physical product, initially available to his texting community.00:00 Introduction to Agency Launch00:25 Exciting New Product Launch01:00 The Importance of Habits in Your Agency01:52 Setting Expectations for New Staff03:20 Essential Habits for Producers06:59 Best Practices for Customer Service Representatives09:51 Cross-Selling Strategies12:18 Enforcing Expectations and Building a High-Performing Team13:29 Conclusion and Contact Information

    14 min
See All (306)

Trailer

5
out of 5
74 Ratings

About

A look into the life of the owner of an insurance agency. I opened my agency in 2004. I talk about sales, marketing, staffing and retention. If you can master these 4 things, you can write your own ticket. Get in.

Information

  • Creator
    Matt Dietz
  • Years Active
    2020 - 2026
  • Episodes
    306
  • Rating
    Clean
  • Copyright
    © Matt Dietz

You Might Also Like