Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe

Daniel Metcalf and Mike Stromsoe
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Scale Your Insurance Agency Podcast is the executive-level show for independent insurance agency owners who are done with fragmented systems, inconsistent producer performance, and being the “glue” holding everything together. Each episode delivers straight, operator-grade insight on how top agencies create predictable growth by installing a unified operating system across leadership, sales, and automation—so the agency runs without constant owner rescue.  Hosted by Daniel Metcalf & Mike Stromsoe and built for the ONYX-caliber operator, we focus on the real levers that move an agency from “successful but maxed out” to strategically led, system-driven, and scalable—including the Time Dividend (10–15 hours recovered), Private Profit Dashboard visibility, workflow automation, team adoption, and revenue engines that actually stick.  If you’re a growth-minded agency leader (typically $3M–$10M+ revenue with a team that’s ready to execute), this is your weekly edge: leadership alignment, AI & automation that reduces friction, retention and cross-sell expansion, and the discipline to collapse years of progress into months - without burning out your people.

  1. FEB 7

    Episode 308: Clarity Over Speed: The Key to Scaling Insurance Agencies

    In this conversation, Daniel Metcalf and Mike Stromsoe discuss the critical importance of clarity over speed for independent insurance agencies looking to scale.  They share insights from their experiences, emphasizing that moving quickly without a clear plan can lead to wasted resources and a reactive culture. The discussion covers the costs of rapid hiring, the pitfalls of adopting new technology without a strategy, and the necessity of having systems in place to support growth. They also highlight the importance of clear communication and leadership in building a proactive culture and preparing for exponential growth. Chapters 00:00 The Importance of Clarity in Scaling Insurance Agencies 02:53 Lessons from Experience: The Dangers of Speed 05:45 Creating a Proactive Culture 08:51 The Cost of Going Fast: Hiring and Turnover 12:08 Navigating Technology: The Shiny Object Syndrome 15:00 The Role of Systems in Scaling 18:05 Defining Clarity: Mindset and Communication 21:02 Key Metrics for Clarity and Growth 24:04 Preparing for Exponential Growth 27:08 The Team Readiness Myth 30:00 Leadership and Communication: Building a Culture of Ownership 33:04 Final Thoughts: Simplifying for Success

    45 min
  2. Episode 307: The UPPOnyx Agency Operating System

    JAN 24

    Episode 307: The UPPOnyx Agency Operating System

    Most agency owners don’t struggle because they lack effort. They struggle because they lack a system that scales with them. Hosted by Daniel Metcalf with Mike Stromsoe, this episode breaks down the UPP Onyx Agency Operating System and explains why growth stalls when operations, accountability, and leadership aren’t aligned. Together, they unpack the real structure […]

    45 min
  3. Episode 306: D’s Get The Greens with Justin Goodman of Total CSR

    JAN 10

    Episode 306: D’s Get The Greens with Justin Goodman of Total CSR

    Training and leadership are still the two biggest constraints holding independent insurance agencies back. In this episode, I sit down with Justin Goodman to talk about how agencies can finally solve both without burning out owners or losing great people to competitors. Justin shares the real story behind Total CSR and why daily, practical training […]

    38 min
  4. Episode 305: Imagine ….

    12/27/2025

    Episode 305: Imagine ….

    If you want more out of life and business next year, it starts with becoming more of who you’re capable of being. In this solo episode, I share the exact year-end framework I’ve used for decades to design my most joyful, fulfilling, and successful years. I walk through three simple but powerful questions that shape […]

    21 min
  5. Episode 304: Price Guarantee for Insurance Premiums Using Data and Tech with Dylan DiMarchi

    12/13/2025

    Episode 304: Price Guarantee for Insurance Premiums Using Data and Tech with Dylan DiMarchi

    Predictability is becoming one of the most valuable advantages in today’s insurance market, and data and technology are finally making it possible. In this episode, I sit down with Dylan DiMarchi, Co-Founder and CEO of Eventual, to explore how independent agents can use price guarantee strategies to stand out, retain clients, and grow in a […]

    40 min
  6. Episode 303: Scale Like Never Before

    11/22/2025

    Episode 303: Scale Like Never Before

    Scaling an agency requires clarity, intentionality, and the courage to focus on what truly drives growth. In this episode, I share the mindset and systems used by top independent insurance agencies to compress time, eliminate distractions, and scale faster than ever before. I also introduce Onyx, our new high-level program built for agency owners who […]

    32 min
  7. Episode 302: Unleash Your Team’s Secret Weapon to Scale Your Business with Ashley Harwood

    11/01/2025

    Episode 302: Unleash Your Team’s Secret Weapon to Scale Your Business with Ashley Harwood

    The most powerful advantage in your agency might not be what you think—it’s understanding how your people work best. In this episode, I sit down with Ashley Harwood, entrepreneur, national speaker, and author of Move Over Extroverts, to explore how introverts and extroverts can work together to create balance, trust, and unstoppable growth within your […]

    37 min
  8. Episode 301: How Your Team Takes Ownership For Their Agency Role with Joel McKinley

    10/11/2025

    Episode 301: How Your Team Takes Ownership For Their Agency Role with Joel McKinley

    The fastest-growing agencies aren’t just built on strategy—they’re powered by accountability. In this episode, I sit down with Joel McKinley, our Director of Accountability at UPP and a 20-year U.S. Army Ranger veteran, to talk about how true ownership transforms teams from task-driven to results-driven. We dive deep into what it really takes to create […]

    37 min
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About

Scale Your Insurance Agency Podcast is the executive-level show for independent insurance agency owners who are done with fragmented systems, inconsistent producer performance, and being the “glue” holding everything together. Each episode delivers straight, operator-grade insight on how top agencies create predictable growth by installing a unified operating system across leadership, sales, and automation—so the agency runs without constant owner rescue.  Hosted by Daniel Metcalf & Mike Stromsoe and built for the ONYX-caliber operator, we focus on the real levers that move an agency from “successful but maxed out” to strategically led, system-driven, and scalable—including the Time Dividend (10–15 hours recovered), Private Profit Dashboard visibility, workflow automation, team adoption, and revenue engines that actually stick.  If you’re a growth-minded agency leader (typically $3M–$10M+ revenue with a team that’s ready to execute), this is your weekly edge: leadership alignment, AI & automation that reduces friction, retention and cross-sell expansion, and the discipline to collapse years of progress into months - without burning out your people.

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