The Modern Insurance Agent

Jumpstart Go
  • 4.7 (13)
  • Entrepreneurship

What happens when a millennial couple dives headfirst into the insurance world, scales a million-dollar remote business, and decides to share their journey with the world? You get The Modern Insurance Agent!Join David and Elle Denning as they peel back the curtain on the messy, magical, and often hilarious realities of entrepreneurship. From the joys (and challenges) of working together as a couple to running remote teams and traveling the globe, this podcast is your behind-the-scenes look at building a business and a life you love.

  1. 1d ago

    10 Ways to Get More Insurance Referrals (Without Awkwardly Asking!)

    Send us Fan Mail Want more insurance referrals without awkwardly asking, "Do you know anyone who needs insurance?" Referrals are some of the most valuable leads an insurance agent can get because they come with something traditional marketing can't easily create: trust. In this episode of The Modern Insurance Agent Podcast, David and Elle Denning share 10 practical ways to generate more insurance referrals in the next 30 days, build stronger referral partnerships, and attract warm leads without relying on cold calling or paid leads. These strategies work whether you sell life insurance, Medicare, health insurance, or P&C insurance. In this episode, you'll learn: How to create a simple one-liner that makes you easy to referWhy checking in with existing clients can naturally lead to more referralsHow to ask for referrals without sounding pushy or salesyHow to turn client success stories into referral opportunitiesHow to help referral partners recognize the right people to send your wayWhy making introductions effortless can increase referralsHow to spotlight referral partners and build stronger relationshipsHow to create helpful resources your partners can share with their clientsHow to use short workshops and webinars to attract warm prospectsWhy thanking your referral sources and following up keeps referrals comingThe Biggest Takeaway? Getting more insurance referrals isn't about asking more people. It's about making yourself easier to remember, easier to recommend, and easier to trust. David and Elle also share real examples of insurance agents who have built powerful referral relationships, including one agent who generated 544 referrals in just 30 days through a single referral partner. 🎁 FREE RESOURCE: Referral Partner Blueprint Get the referral scripts, trigger lists, and one-liner formula mentioned in this episode to start building your own referral system. Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    10 Ways to Get More Insurance Referrals (Without Awkwardly Asking!)

  2. 3d ago

    Insurance Agency Owners: Are These Financial Mistakes Costing You Money?

    Send us Fan Mail Your insurance agency might be making sales… but is it actually making money? Many insurance agents focus on generating leads, closing policies, and increasing revenue without fully understanding their profit margins, cash flow, or where their money is going. In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Tyler Davis, CPA, fractional CFO, and owner of DAT Finance, to uncover the financial blind spots that could be costing insurance agency owners money. They discuss how understanding your numbers, improving financial reporting, and using AI can help you make smarter decisions about hiring, marketing, and growing your insurance business. In this episode, you'll learn: Why revenue doesn't always equal profitabilityThe financial numbers insurance agency owners should be trackingHow commission timing, chargebacks, and cash flow affect your businessWhy your profit and loss statement (P&L) might not tell the full storyHow to identify your most profitable insurance products and revenue streamsWhen hiring another insurance producer actually makes financial senseHow to evaluate marketing spend and return on ad spend (ROAS)The difference between tax-ready and decision-ready financial reportsHow AI tools like ChatGPT can help analyze financial data and create useful dashboardsWhy human expertise is still essential when using AI for financial decisionsThe Biggest Takeaway? Growing your insurance agency isn't just about making more sales. It's about knowing your numbers and making better decisions with them. Tyler explains how better bookkeeping, cash flow forecasting, and financial visibility can help agency owners avoid costly mistakes and build a more profitable, sustainable business. Whether you're an independent insurance agent, agency owner, or entrepreneur looking to scale your business, this episode will help you think differently about your finances. Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    Insurance Agency Owners: Are These Financial Mistakes Costing You Money?

  3. 5d ago

    Free AI Tools for Insurance Agents: Work Smarter Without Expensive Subscriptions

    Send us Fan Mail Want to start using AI in your insurance business but overwhelmed by all the tools, subscriptions, and options? What if you could explore powerful AI tools without paying for multiple expensive subscriptions? In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Jeff Bermant, entrepreneur and founder of Tusk Central AI, to discuss how AI is becoming more accessible, affordable, and practical for insurance agents and small business owners. After building a successful career in real estate development and technology, Jeff set out on a new mission: make AI accessible to everyday people without the high costs and complexity. Through Tusk Central AI, he's working to bring multiple AI models together in one platform, offering free options supported by advertising and pay-as-you-go access to more advanced models. In this episode, you'll learn: Why so many insurance agents and small business owners feel overwhelmed by AIHow to get started with AI even if you're a complete beginnerWhy you don't necessarily need expensive AI subscriptions to benefit from the technologyHow Tusk Central AI brings multiple AI models together in one placeHow its Brainiac feature helps users choose an AI model for their taskPractical ways AI can help with everyday business tasks, research, and customer communicationHow AI could help insurance agents identify coverage questions and better support clientsWhy experimenting with AI is one of the best ways to discover what works for your businessThe Biggest Takeaway? You don't have to be a tech expert or spend hundreds of dollars a month to start using AI. Jeff explains why getting comfortable with artificial intelligence starts with asking simple questions, experimenting with different tools, and discovering how AI fits into your everyday workflow. Whether you're a life insurance agent, Medicare agent, P&C agent, agency owner, or entrepreneur, this conversation offers a beginner-friendly look at using AI to save time, explore new opportunities, and grow your business. Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    Free AI Tools for Insurance Agents: Work Smarter Without Expensive Subscriptions

  4. Oct 24

    What to Post on Social (Even if Your Life is Boring)

    Send us Fan Mail Think your life is too boring to post on social media? Think again! If you're an insurance agent who struggles with what to post on Facebook, Instagram, or other social media platforms, you might be overlooking your BEST content ideas. And no, you don't need an exciting lifestyle, fancy vacations, or professional videos to attract insurance clients. In this episode of The Modern Insurance Agent Podcast, David and Elle Denning share how insurance agents can turn everyday moments into engaging social media content that builds trust, starts conversations, and helps attract potential clients. You'll even hear how one insurance agent turned a simple photo of himself mowing the lawn into a new commercial insurance client! In this episode, you'll learn: Why your everyday life can be your most relatable social media contentHow to identify your target audience and create posts that connect with themHow to choose authentic content pillars based on your interests and ideal clientsSimple social media post ideas from your daily routines, hobbies, pets, and local communityThe Moment, Thought, Question formula for turning ordinary experiences into engaging postsHow to create multiple pieces of content from one everyday momentWhen to naturally connect personal content to insurance education without sounding salesyHow to build your personal brand while keeping your private life privateThe Biggest Takeaway? You don't have to be an influencer to succeed on social media. You just have to be relatable. People want to work with someone they know, like, and trust. And sometimes, sharing your morning coffee, weekend plans, or favorite local spot creates a stronger connection than another insurance sales pitch. Whether you sell life insurance, Medicare, health insurance, or P&C insurance, these simple social media marketing strategies can help you show up consistently without running out of ideas. 🎁 FREE RESOURCE: 12 Social Media Posts You Can Steal! Want ready-to-use post ideas for your insurance business? Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    What to Post on Social (Even if Your Life is Boring)

  5. Oct 22

    How AI Is Changing Insurance Agencies (And What Leaders Are Missing)

    Send us Fan Mail AI is changing the insurance industry, but are agency owners overlooking its biggest challenges? While insurance agencies are racing to adopt AI tools to improve efficiency and productivity, there's a side of AI adoption that doesn't get talked about enough: the impact on employees, trust, team culture, and leadership. In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Kurt Nelson, behavioral scientist, principal at The Lantern Group, and co-host of the Behavioral Grooves Podcast, to explore the psychology behind AI adoption and what insurance agency owners need to understand about managing teams in a rapidly changing industry. Because implementing new technology is one thing. Getting people to embrace it without damaging trust, collaboration, or motivation is another. In this episode, you'll learn: Why AI adoption is a people challenge, not just a technology challengeHow AI can unintentionally weaken team collaboration and workplace relationshipsWhat "cognitive surrender" means and how overreliance on AI can affect critical thinkingWhy AI-generated communication can sometimes damage employee and client trustHow AI-generated work can create more problems when accuracy isn't verifiedWhat the "psychological contract" is and how AI is changing employee expectationsWhy Gen Z and younger employees may resist AI adoptionHow to motivate insurance agents beyond commissions, bonuses, and traditional rewardsWhy mentorship, flexibility, and company culture matter when building successful insurance teamsWhat agency leaders can do to help employees feel valued during technological changeThe Biggest Takeaway? AI can make your insurance agency more efficient, but technology alone won't build a successful team. Kurt explains why the behaviors leaders model, the incentives they create, and the relationships they build have a major influence on whether new technology actually delivers results. He also shares an important reminder for insurance agency owners: employees want to feel that their work matters and that they're valued as people, not just for their productivity. Whether you're an insurance agency owner, team leader, independent insurance agent, or entrepreneur exploring AI automation, this conversation will help you think differently about using AI while protecting the human relationships that make your business successful. Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    How AI Is Changing Insurance Agencies (And What Leaders Are Missing)

  6. Oct 20

    Stop Selling Insurance! How to Attract Clients Through Education

    Send us Fan Mail What if getting more insurance clients wasn't about selling harder… but about educating better? Many insurance agents rely on sales scripts, cold calls, and traditional marketing to grow their business. But what if building trust, sharing your story, and showing up authentically could make attracting clients easier? In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Marie Leonard, a life insurance agent and financial educator, to discuss how she uses storytelling, social media, video, and AI to build relationships and grow her insurance business. After losing her father without life insurance in place, Marie experienced firsthand the financial challenges families can face. That experience inspired her to take a different approach to insurance sales one focused on educating clients instead of pressuring them to buy. Today, she brings her personality and Haitian heritage into her signature Financial Tea content, making financial education more relatable, engaging, and easier to understand. In this episode, you'll learn: Why educating clients builds more trust than traditional insurance sales pitchesHow personal storytelling helps insurance agents connect with prospectsWhy simplifying life insurance concepts can lead to better client conversationsHow Marie uses ChatGPT and AI to create engaging social media contentWhy sharing personal content helps attract potential insurance clientsHow introverted agents can overcome their fear of recording videosWhy authenticity matters more than perfect scripts or professional productionHow social media builds credibility before the first sales conversationThe Biggest Takeaway? People don't want to feel sold to. They want to feel understood. Marie shares how she shifted from following traditional insurance scripts to having genuine conversations that help clients make informed decisions. She also opens up about being camera-shy and how she learned to show up anyway. Her advice? Do it scared. Because building your personal brand isn't about becoming someone else. It's about helping more people get to know, like, and trust the real you. Whether you're a life insurance agent, Medicare agent, health insurance agent, or P&C agent, this conversation will inspire you to rethink how you approach insurance marketing, client relationships, and social media. Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    Stop Selling Insurance! How to Attract Clients Through Education

  7. Oct 17

    How to Get Comfortable on Camera (Even If You Hate It)

    Send us Fan Mail Does recording videos make you uncomfortable? If you keep deleting takes because you don't like how you look or sound, you're not alone. In this episode of The Modern Insurance Agent Podcast, David and Elle Denning share two simple mindset shifts to help insurance agents overcome camera anxiety, build confidence, and use video marketing to attract clients and generate referrals. They also share the story of an insurance agent who generated $8,300 in commissions from two sales after posting a simple introduction video. What You'll Learn Why insurance agents struggle with camera confidenceTwo mindset shifts to make recording videos easierWhy authentic videos often connect better than overly polished contentHow to stop worrying about what people thinkThe two-take rule to stop overthinking and start postingThree simple video ideas for insurance agentsHow one introduction video helped generate $8,300 in commissionsHow to build confidence through practice instead of waiting until you feel ready Two Mindset Shifts to Overcome Camera Anxiety 1. Imperfect Is Relatable You don't need professional equipment, perfect lighting, or a flawless script. People want to connect with someone they know and trust. Stop waiting for perfection and start showing up authentically. 2. Talk to One Person, Not an Audience Imagine explaining something to a client across the kitchen table. Answer a question they would genuinely ask, speak naturally, and let your personality come through. Stop Overthinking. Start Posting. David and Elle share the two-take rule: record your video, allow yourself one more attempt if needed, then choose a version and post it. Their message is simple: Confidence comes after practice, not before it. One agent, Taran, put this into action with a short introduction video pinned to his social media profile. The result? Three people reached out, two insurance sales, and $8,300 in commissions. Individual results vary, but his story shows why you don't need to go viral to create opportunities. Your 60-Second Video Challenge Record one video this week: Introduce yourself and explain who you help. Answer a common insurance question. Share one helpful insurance tip. Keep it conversational, use the two-take rule, and actually post it. If you're a life insurance agent, Medicare agent, health insurance agent, P&C agent, or independent insurance broker looking to build your personal brand and generate organic leads through social media, this episode is for you. Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    How to Get Comfortable on Camera (Even If You Hate It)

  8. Oct 15

    How Insurance Agents Can Attract More Clients by Being Themselves

    Send us Fan Mail What if the key to getting more insurance clients isn't posting more content but helping people get to know you? In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Jaclyn Zuckerman Delory, founder and CEO of Next On Scene Media, to discuss personal branding, social media marketing, PR, and how insurance agents can build trust through authentic storytelling. With more than 11 years of experience in public relations and visibility, Jaclyn has helped entrepreneurs and thought leaders gain media exposure through outlets including NBC, FOX, CBS, USA Today, and InStyle. What You'll Learn How personal branding helps insurance agents stand out and attract clientsWhy sharing your personality can build trust and generate referralsHow to create authentic social media content without posting every dayWhy engagement and relationship building matter more than likesHow to overcome the fear of appearing on cameraHow to use AI for content creation without losing your voiceHow podcast interviews, PR, and media appearances build credibilityHow LinkedIn, Instagram, and community networking create opportunitiesWhy combining online visibility with real-world connections mattersBe Known for More Than InsuranceInsurance tips and product promotions have their place, but your personality is what makes your personal brand memorable. Sharing your interests, experiences, hobbies, and community involvement gives people a reason to connect with you beyond the policies you sell. Jaclyn's advice? Post less. Engage more. Focus on meaningful content and genuine conversations instead of trying to be everywhere at once. Use AI Without Losing Your Authenticity AI can help you brainstorm ideas, write drafts, and save time. But generic content won't show people what makes you different. AI is a tool. Your personality is the differentiator. If you're an insurance agent or agency owner looking to build a personal brand, generate organic leads, grow your referral network, and attract clients through trust rather than constant prospecting, this episode is for you. Connect with Us: 🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast Join the Movement of Modern Insurance Agents! Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀 📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

    How Insurance Agents Can Attract More Clients by Being Themselves
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4.7
out of 5
13 Ratings

About

What happens when a millennial couple dives headfirst into the insurance world, scales a million-dollar remote business, and decides to share their journey with the world? You get The Modern Insurance Agent!Join David and Elle Denning as they peel back the curtain on the messy, magical, and often hilarious realities of entrepreneurship. From the joys (and challenges) of working together as a couple to running remote teams and traveling the globe, this podcast is your behind-the-scenes look at building a business and a life you love.

Information

  • Creator
    Jumpstart Go
  • Years Active
    2025 - 2026
  • Episodes
    205
  • Rating
    Clean
  • Copyright
    © 2026 Jumpstart Go
  • Show Website
    The Modern Insurance Agent

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