The Max Revenue Show

Max Revenue
  • 5.0 (20)
  • CAREERS
  • UPDATED WEEKLY

Never take advice from someone who inherited their book from daddy. Listen to this podcast instead. Every week Trey Shields and Micah Salas talk prospecting, sales, and productivity for growth-minded Producers building their book from scratch.

  1. 3D AGO

    Prospect with Data, Win with Total Cost of Risk | David Carothers

    In this episode, Trey and Micah sit down with commercial insurance legend David Carothers to break down exactly how he prospects with data and sells with total cost of risk. David pulls back the curtain on his full sales process ......... Resources & Links: 📈 Free Trial of Insurance Xdate: ⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue 🔗 Work with Element22: Email submissions to: maxrevenue@element22ins.com Or call Brian at 843-296-3376 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠ https://maxrevenuegroup.com/subscribe ⁠⁠⁠⁠⁠⁠........ Keywords: Insurance sales, Prospecting, Risk management, Middle market, Insurance strategies, Client relationships, Underwriting, Mod analysis, Agency growth ........ Chapters: 00:00 Introduction to the Max Revenue Show 00:54 Sales Process Insights: BOR vs. Quoting 05:09 The Importance of Prospecting and Relationships 08:09 Targeting Industries and Building a Pipeline 12:28 Building Lead Lists and Utilizing Data 16:35 The Role of Technology in Sales Conversations 20:23 Understanding Client Needs and Closing Deals 25:09 Navigating Client Relationships and Reputation 30:49 The Power of Education in Insurance 32:28 Moments of Truth: Educating Clients 34:06 Understanding Risk Profiles and Loss Drivers 36:13 Indirect Costs and Operational Efficiency 40:14 Curiosity and Solutions in Insurance 42:59 The Importance of Specialized Knowledge 50:43 Helping Others: The Heart of the Industry 56:24 Maximizing Opportunities in Insurance

    1h 3m

  2. 5D AGO

    The New Reality of Winning with Captives with Will Allen

    In this episode, Will Allen shares his journey of starting a captive, the nuances of selling captives today versus 10 years ago, and how brokers can leverage captives for long-term success. Resources & Links 🚀 Captive 10-Question Cheet Sheet: https://www.maxrevenuegroup.com/products/10-questions-to-ask-about-captives 📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠ https://www.insurancexdate.com/maxrevenue 🔗 Work with Element22: Email submissions to: maxrevenue@element22ins.com Or call Brian at 843-296-3376 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠ https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

    1h 5m

  3. APR 29

    How To Build Program Business, Automate Your Lead Gen, and Own Your Niche with Andrew Wagley

    In this episode, Trey sits down with Andrew Wagley. Andrew shares his journey from insurance rookie to niche domination, building a successful agency with innovative SEO strategies and programmatic insurance solutions. Discover how he leverages relationships, technology, and niche focus to scale rapidly and efficiently as a one-man agency. Keywords: Insurance, Niche Markets, SEO, Agency Growth, Program Insurance, Home Care, Business Development, Industry Relationships Key Topics Building niche insurance verticalsLeveraging relationships with underwritersImplementing SEO strategies for lead generationFocus on niche markets to accelerate growthBuild strong relationships with underwriters for program accessUse SEO to generate inbound leads at scaleFrom Rookie to Niche Leader: Andrew Wagley's Insurance Success StoryHow Andrew Wagley Built a 350-Client Home Care Insurance Empire"Nationwide SEO strategy for home care leads""The sky's the limit for agency growth""Retention rates are very high" Chapters 00:00 Introduction to Andrew Wagley 01:50 Andrew's Journey into Insurance 04:19 Building a Successful Agency 06:15 The Importance of Relationships in Insurance 07:39 Expanding into New Verticals 09:41 Leveraging SEO for Lead Generation 12:37 Creating Exclusive Programs14:32Scaling the Business 18:41 Retention and Client Relationships 21:28 Exclusive Products and Partnerships 25:12 Generalist vs. Niche Focus 28:38 The Power of Consistency 31:59 Challenges of Starting an Agency 33:52 Advice for Aspiring Entrepreneurs 39:13 Key Takeaways for Success

    41 min

  4. APR 21

    Due Diligence vs. BOR Only Debate | Micah Salas & Nick Aube

    Resources & Links: 📈 Free Trial of Insurance Xdate: ⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue 🔗 Work with Element22: Email submissions to: maxrevenue@element22ins.com Or call Brian at 843-296-3376 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠ https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

    1h 21m

  5. APR 15

    Culture, Comp, Equity: The Formula for Building & Attracting Top Producers

    In this episode, Trey sits down with Scott Moak, multi-million dollar EB Producer and Sales Leader at Ross & Yerger. Scott shares his insights on building and recruiting top producers. Discover how culture, comp, and equity are the ultimate formula for growing a stable of top producers. Connect with Scott: smoak@rossandyerger.com Resources & Links: 📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠ https://www.insurancexdate.com/maxrevenue 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠ https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠ 📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠⁠ https://maxrevenuegroup.kartra.com/page/playbook 🕹️ Free Trial of Producer Games: https://www.playproducergames.com/

    56 min

  6. APR 9

    A Wake Up Call For Top Producers | Scott Barker

    What happens when you spend 15 years chasing money and status, sacrifice everything to get there, and then finally hit the goal and feel absolutely nothing? Scott Barker went from door-to-door sales to becoming the youngest director at a $4 billion software company, to co-founding his own venture fund. By every scoreboard our industry uses, he won. Then he stepped down, sold his house, sold everything in it, and spent the last year traveling the world looking for better questions. This is one of the most honest conversations we've had on this show and Trey and Micah get personal too. If you're a high performer who hasn't hit the wall yet, this one's especially for you. In this episode:00:00 — Intro03:00 — Scott's background: BDR to venture fund founder05:30 — The first cracks: alcoholism, Adderall, sleeping pills, and the perform-escape-sleep loop10:00 — The lie high performers tell themselves ("just one more crazy quarter")14:00 — What the universe does when you stop listening to your body16:00 — Hitting the $50M goal and feeling nothing — the moment everything changed21:00 — Trey's story: panic attacks, a health scare, and quitting his job23:00 — Selling everything and traveling the world: what Scott found27:00 — Why slowing down is now a competitive strategy31:00 — What to say to the person who's never hit the wall yet35:00 — The 48-hour attention audit and why silence is a superpower44:00 — Optimization is dead. Integration is the new game.52:00 — What 10 days of silent meditation actually teaches you58:00 — Micah's "free agent" framework: why enough is a strategyFind Scott Barker:The Wake Up Call — podcast & SubstackLinkedIn: Scott BarkerIf this episode hit home, the best thing you can do is leave us a review and share it with one person in your life who needs to hear it. It helps more people find the show.

    1h 2m

  7. APR 7

    How To Dominate a Niche with Andrew Meinster

    Resources & Links: ⏱️ Download Productive Producer pdfs https://www.maxrevenuegroup.com/products/planner-pdf-s 📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠ https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠ 📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠⁠ https://maxrevenuegroup.kartra.com/page/playbook 🕹️ Free Trial of Producer Games: https://www.playproducergames.com/

    51 min

  8. APR 2

    How To Manage Your Time Like a Top Producer with Luke Berry

    ⏱️ Download Productive Producer pdfs https://www.maxrevenuegroup.com/products/planner-pdf-s 📈 Free Trial of Insurance Xdate: ⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠ https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠ 📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠⁠ https://maxrevenuegroup.kartra.com/page/playbook 🕹️ Free Trial of Producer Games: https://www.playproducergames.com/

    46 min
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Ratings & Reviews

5
out of 5
20 Ratings

About

Never take advice from someone who inherited their book from daddy. Listen to this podcast instead. Every week Trey Shields and Micah Salas talk prospecting, sales, and productivity for growth-minded Producers building their book from scratch.

Information

  • Creator
    Max Revenue
  • Years Active
    2023 - 2026
  • Episodes
    161
  • Rating
    Explicit
  • Copyright
    © Max Revenue

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