The Max Revenue Show

Max Revenue
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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

    How Brent Built a One-Man Agency Doing $400K a Year in Firearms Niche

    In this episode Trey and Micah talk with Brent Gilliland, Agency Principal at Clandestine Insurance Agency. Brent shares how he went from getting fired after his first year, to six years later, he's running a one-man agency clipping along at $400K in revenue, built entirely around a niche nobody else wanted to touch. In this episode: How Brent got fired after year one for chasing a nicheLanding with an outdoor rec agency and learning from program presidentsWhy relationships with underwriters matter more than almost anything elseBuilding a firearms-specific insurance program from scratchWhat it looks like to run (and start scaling) a one-man agencyAdvice for producers in their first 3-5 years who feel stuckThe rise of the "broker of one" and why solo producers don't need to give up 70-80% of their paycheck to an aggregatorIf you're a producer thinking about niching down, or wondering whether you can build something on your own without a big agency behind you, this one's worth the full watch. 🎙️ Max Revenue Show — hosted by Trey Shields and Micah Salas 👉 Subscribe for more conversations with agents and agency owners building real revenue in insurance.

  2. 4d ago

    The Monday Brief with Brandon Schuh | July 20th, 2026

    In this episode, Trey Shields kicks off a new Monday segment with Brandon Schuh, breaking down the biggest stories in insurance so producers can stay ahead without drowning in their inbox.

  3. Jul 16

    How AI Helped This Producer Hit $800K in 7 Months (On Pace for $1.2M+) | Luke Berry

    In this episode Trey sits down with Luke Berry, Max Revenue's resident Employee Benefits expert, to break down how he's on pace for his best year ever — $800K in revenue through six months, projected to hit $1.1–1.3M by year end. Luke gets specific about what's actually driving the growth: giving away value through "micro summit" events, a custom-built AI agent trained on his agency's own data, and a complete rethink of how his team processes information. They dig into real (anonymized) deals, including a 300-life AOR win closed in a single month, walk through what it took to build a fully HIPAA/SOC2-compliant in-house AI system, and talk through the real cost, ROI, and security questions every agency owner is asking right now. They also zoom out to the bigger picture — where AI is headed for producers, CSRs, and account managers over the next five years, the "agency of one" theory, tech-first insurtechs vs. legacy agencies, and why the foundation of great production will always be listening, not tools. If you're a producer or agency principal wondering how to actually start using AI (not just dumping policies into ChatGPT), this episode is the playbook. ........ 📈 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 ⏲️ Luke's Productive Producer PDFs: https://www.maxrevenuegroup.com/products/planner-pdf-s ........ 00:00 – Intro & welcome00:40 – Setting up today's episode01:18 – Revenue update: $800K and on pace for $1.1–1.3M02:07 – How the deals come together: micro summits04:35 – Case study: winning a large orthopedic practice07:06 – Case study: 300-life group closed in one month09:26 – Finding the right AI consultant12:05 – How he vetted and hired his AI consultant13:02 – Is the consultant taking new clients?13:22 – How much growth is AI vs. compounding hard work16:02 – Productive vs. busy: using AI for clarity16:34 – Free resources: weekly planning PDFs17:46 – Timeline to get the AI agent live & training the team19:14 – AI as an enablement layer, not a job-killer20:56 – Data security & compliance concerns22:09 – What this actually costs to run23:32 – Applying AI to P&C, not just EB25:40 – The cost of compute and staying ahead26:34 – Five-year outlook: agencies, producers, and AI28:02 – Where CSRs and account managers fit in31:06 – Corgi and the tech-first vs. legacy agency race33:23 – Protecting relationship-based business from disruption34:03 – What's next: revenue targets and the $10M book goal36:54 – Where to start: building your own AI agent39:18 – Creating a single "brain" for your agency's data41:01 – Combining marketing data with AI for prospecting42:50 – Investing in yourself and your team45:02 – Leadership lessons from making the first move45:30 – Wrap-up & where to find Luke

  4. Jul 14

    Cold Calling Isn’t Dead - It’s the Most Efficient Way to Grow with Clayton Wood

    In this episode Clayton Wood, CEO of Pinnacle Benefit Partners, breaks down his simple yet powerful cold-calling strategy that helped him scale his book from zero to seven figures. If you’ve ever thought cold outreach is dead or felt too intimidated to pick up the phone, this episode is for you. Clayton reveals how volume, confidence, and a relentless approach turn cold calls into revenue. He shares his proven scripts, tactics for overcoming gatekeepers, and the mindset shifts that transform beginners into confident pros. ........ 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 👕Check out our Max Revenue merch: https://max-revenue-store.printful.me/

  5. Jul 2

    State of the P&C Market Mid Year 2026 with Brandon Schuh

    In this episode Micah and Trey talk with Mega Producer and Insurance Nerd, Brandon Schuh. Brandon explains where the market is, why it is where it is, and maybe even more importantly, where it's going. 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 👕Check out our Max Revenue merch: https://max-revenue-store.printful.me/

  6. Jun 30

    80% of Insureds Aren't Interested, Here's How to Move Them

    In this episode, Micah breaks down his curiosity-based approach to moving those "I'm happy with my agent" prospects without resorting to pressure or manipulation. Topics covered: Why the "low-hanging fruit" 10-20% isn't where the real money isHow to tell if a prospect is truly loyal or just avoiding confrontationThe curiosity framework for getting insureds to take a second lookHow hard-selling a "happy" client can backfireStaying top-of-mind without coming across as pushy If you got value out of this episode, subscribe, follow, and leave a review — it helps us out a ton. ........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 👕Check out our Max Revenue merch: https://max-revenue-store.printful.me/

  7. Jun 18

    QUICKY: 3 Proven Talk Tracks to Win More BORs

    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

  8. Jun 17

    The Social Selling Playbook for Insurance Producers with Sims Tillirson

    ........ Resources & Links: 📕 Sims' Social Selling Playbook: https://www.maxrevenuegroup.com/products/social-selling-playbook 📈 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

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4.9
out of 5
22 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
    178
  • Rating
    Explicit
  • Copyright
    © Max Revenue

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