Accelerate Your Insurance Sales Podcast

KEY MOMENTS

(00:00:00) How to Compete With National Firms (Without Selling Out)

(00:00:42) The UBA Model: Gaining Scale While Staying Independent

(00:04:06) The Power of the Collective: Buying Power, Bonuses & AI

(00:05:51) You Don't Know What You Don't Know: The Value of Shared Expertise

(00:10:00) The Application Process: Who is a Good Fit for UBA?

CONNECT WITH ANDY NEARY

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💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

Stop Hiring. Start Using AI.

1 day ago

23 minutes 17 seconds

Accelerate Your Insurance Sales Podcast

For decades, the insurance industry's default answer to every growth problem is to "hire more people." Need more sales? Hire a producer. This isn't a strategy; it's a trap, and it saddles your agency with massive overhead.

It's time for a new model: Stop hiring for tasks that AI can master. In this episode, I'll show you exactly how to do it. We'll get into the game plan for using AI to scale your agency, from digital clones that handle client service 24/7 to automated systems that generate leads and eliminate the mundane work that causes burnout. This is the new framework for growth, and it doesn't require a single new headcount.

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KEY MOMENTS

(00:00:00) Stop Hiring People. Start Using AI.

(00:01:40) The Broken "Hire More People" Model

(00:08:09) The AI Solution for Client Service: Digital Clones

(00:12:09) The AI Solution for Sales: Automated Lead Generation

(00:15:27) The AI Solution for Retention: Curing Service Team Burnout

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

From The Battlefield to The Boardroom: A Marine's Approach to Benefits

1 week ago

20 minutes 10 seconds

Accelerate Your Insurance Sales Podcast

In the boardroom, the biggest enemy is often fear. CFOs and HR leaders get paralyzed by the fear of change, letting their teams suffer under broken health plans because doing nothing feels safer than taking decisive action.

But on the battlefield, indecision gets people killed. My guest on this episode of Broker’s Voice, Rich Hess, is a Marine Corps combat veteran who brings that battlefield mindset to the boardroom. In this episode of The Broker's Voice, he shares his game plan for employee benefits, forged on the front lines of Desert Storm. We get into why "combat preparedness" is the key to educating employees and how a Marine's approach gives you the framework to lead clients through fear to a real solution.

Chapters:

(00:00:00) From The Battlefield to The Boardroom: A Marine's Approach to Benefits

(00:01:30) Forged on the Front Lines

(00:10:17) Battlefield Lesson #1: Crisis is an Opportunity

(00:14:42) The Mission: Defining Who You're Fighting For

(00:21:07) Boardroom Strategy: Designing Plans Based on Culture

(00:24:39) Battlefield Lesson #2: The Tourniquet Test & Preparedness

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CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

How Tragedy Drives Purpose: The Journey of Tom Sutter

1 week ago

27 minutes 18 seconds

Accelerate Your Insurance Sales Podcast

What do you do when your world collapses? When your son is diagnosed with a rare and aggressive cancer, and you meet another father in the hospital who has lost his job and can't afford a $2 parking fee? This isn't a hypothetical, it was the reality for my guest, Tom Sutter. It's a level of tragedy that can break a person and force them to give up.

But Tom didn't just survive; he found his life's mission in the middle of the wreckage. In this episode, he shares his incredible journey of co-founding Cal's Angels, a foundation that supports children and families fighting pediatric cancer. We get into how this purpose reshaped his entire approach to his insurance career, teaching him that real success is built on authenticity, transparency, and a genuine desire to help people. This is a powerful conversation about how the worst moments in life can unlock your greatest purpose.

▶▶ Sign Up For Your Free Discovery Call

KEY MOMENTS

(00:00:00) How Tragedy Drives Purpose: The Journey of Tom Sutter

(00:16:07) The Catalyst: Cal's Story and a Father's Unimaginable Fight

(00:25:55) The Mission: Building Cal's Angels on a Foundation of Transparency

(00:27:16) The Shocking Truth About Pediatric Cancer Funding (Only 4%)

(00:36:32) The Transformation: How This Journey Reshaped His Insurance Career

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

3 Unconventional Sales Rules That Get Results

2 weeks ago

43 minutes 18 seconds

Accelerate Your Insurance Sales Podcast

In this episode, I break down the 3 unconventional sales rules that have generated millions for my company. You'll learn why your goal is a clear decision (not just a "yes"), why the follow-up is 100% your responsibility, and why your first job is to disqualify prospects. This is the new rulebook for advisors who are ready to get real results.

▶▶ Sign Up For Your Free Discovery Call

KEY MOMENTS

(00:00:00) 3 Unconventional Sales Rules That Get Results

(00:06:11) Rule #1: Don’t Be Afraid Of “Nos”

(00:09:04) Rule #2: Measure the Activity, Not the Result

(00:12:16) Rule #3: Disqualify Prospects as Fast as Possible

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

Building Lasting Client Relationships In Chaotic Industries | with Brennan Grone

3 weeks ago

17 minutes 50 seconds

Accelerate Your Insurance Sales Podcast

What if industry chaos is your biggest opportunity to build unbreakable trust? My guest, Brennen Grone of Rainbow, joins me on The Broker's Voice with a game plan for building lasting client relationships in the toughest markets. We break down how becoming a true specialist, backed by a responsive, underwriting-led partner, turns you from a quote-fetcher into an invaluable counselor. This is a masterclass in using expertise and reliability to build a business that clients will never want to leave.

▶▶ Sign Up For Your Free Discovery Call

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

How to Guarantee Your Insurance Agency Scales, with Dan Meylan

3 weeks ago

27 minutes 51 seconds

Accelerate Your Insurance Sales Podcast

Being a great salesperson doesn't automatically make you a great CEO. The industry is filled with agencies great at bringing in business, but lacking the foundational systems and leadership to truly scale. This leads to frustrating plateaus and missed opportunities.

In this episode, my guest Dan Meylan, who's started, bought, and sold multiple agencies, lays out the scaling blueprint that guarantees your agency can grow effectively. We dive deep into the critical difference between selling insurance and running a business, exploring Dan's "Core Competency Matrix”, the nine essential pillars every owner must master. This isn't just theory; it's a practical guide to building the robust systems, strategic planning, and intentional leadership that transforms a successful agency into a significant, truly scalable enterprise. Learn how to stop being just a great salesperson and start being the CEO your agency needs to reach its full potential.

Check out the Core Competency Matrix: https://drive.google.com/file/d/1ATuL-ufDikA5fsHsUSMEbOOGM3ZSANJ1/view?usp=sharing

And the Survivor-Successful-Significant Slide: https://docs.google.com/presentation/d/1AvQ_4X5MXrYjEPfkZ2acMquf9J0-oOWB/edit?usp=sharing&ouid=103097408500051405818&rtpof=true&sd=true

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KEY MOMENTS

(00:00:00) How to Guarantee Your Insurance Agency Scales, with Dan Meylan

(00:02:02) Selling vs. Scaling: The Two Different Skill Sets

(00:05:53) Forged in the Trenches: A Journey in Agency Building

(00:16:38) The Scaling Path: From Survivor to Successful to Significant

(00:18:44) The Leadership Sacrifice Required for Scale

(00:22:24) The Scaling Trap: Why Chasing Short-Term Profit Kills Growth

(00:25:48) The 9 Core Competencies

(00:29:46) The 20-Year Vision: The Mindset Required for True Scale

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

The Power of Setting "Impossible" Sales Goals

4 weeks ago

36 minutes 50 seconds

Accelerate Your Insurance Sales Podcast

The insurance industry is addicted to "realistic" sales goals. We set safe, comfortable targets that we know we can hit, which feels like smart planning but is actually a blueprint for stagnation. This approach guarantees you stay in your comfort zone and never unlock your team's true potential, leaving massive growth on the table year after year.

I'm not just telling you to aim higher; I'm challenging you to set a goal so big it forces you to break your entire model. In this episode, I break down the real power of setting "impossible" sales goals. We'll get into why the simple exercise of doubling your sales goal forces you to eliminate distractions, simplify your focus, and have strategic conversations you've been avoiding. This is the playbook for using an impossible goal to unlock a completely new level of growth.

▶▶ Sign Up For Your Free Discovery Call

KEY MOMENTS

(00:00:00) The Power Of Setting “Impossible” Sales Goals

(00:00:42) Too Many Agencies Are Setting Lazy Sales Goals

(00:02:09) The Question That Changes Everything: "What if You Doubled It?"

(00:09:26) The Blueprint To Scale

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

Elite Producers Share Their Biggest Lessons At The Northwoods Retreat

1 month ago

18 minutes 57 seconds

Accelerate Your Insurance Sales Podcast

I recently took a small group of elite producers into the Northwoods to prove there's a better way to get together than the typical insurance conference. In this raw, roundtable conversation we recorded on-site, they share the biggest lessons they learned from two days of stripping away the noise and focusing on what actually moves the needle. We get into the power of shared struggle, the non-negotiable health habits of high-performers, and the value-driven decisions that separate them from the rest of the industry. This is what real growth looks like.

▶▶ Sign Up For Your Free Discovery Call

KEY MOMENTS

(00:00:00) Elite Producers Share Their Biggest Lessons At The Northwoods Retreat

(00:06:45) A Metaphor for Life: The Power of a "Swim Sherpa"

(00:11:38) The Real Health Hacks of Top Producers

(00:15:45) The Playbook For Building Your Brand

(00:17:19) How to Build Real Connections in a Surface-Level Industry

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

I Hosted a Retreat for Top Advisors. Here's What I Learned.

1 month ago

19 minutes 23 seconds

Accelerate Your Insurance Sales Podcast

I was tired of the broken industry conference model: the fire hose of information, the unhealthy food, and the complete lack of focus on real growth. So I decided to create something different: a private, two-day "unconference" retreat for a small group of top-performing advisors. I wanted to see what happens when you strip away the noise and focus only on what truly moves the needle for success.

The results were more powerful than I imagined and reshaped my own definition of what it takes to win. In this episode, I'm sharing the three pivotal lessons I learned from watching these advisors in action. We get into why their health is their biggest business asset, how they constantly raise their own standards, and why their willingness to share their playbook is their ultimate advantage. This isn't just a recap; it's what I learned about building a more sustainable and powerful career.

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KEY MOMENTS

(00:00:00) Why I Created the "Unconference" Retreat

(00:05:38) Putting Top Advisors to the Test

(00:11:56) Lesson 1: The Importance of Health

(00:14:10) Lesson 2: Raise Your Standards For Yourself

(00:15:41) Lesson 3: Share Your Playbook

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

How Introverts Can Dominate Sales (Without Networking)

1 month ago

19 minutes 47 seconds

Accelerate Your Insurance Sales Podcast

The traditional sales playbook was written for extroverts. It tells you to work the room, dial for dollars, and constantly be "out there”, which is a model that drains introverts and forces them to play a game they're not built for. The biggest lie in this industry is that to succeed as an introvert, you have to fake being someone you're not.

As an introvert who has built a successful business, I'm here to tell you there's a better way. In this episode, I break down the blueprint for creating an inbound lead system that brings prospects directly to you. We get into why content creation on platforms like LinkedIn isn't a weakness for introverts; it's their ultimate advantage. This is the playbook for winning on your own terms, without ever having to be the loudest person in the room.

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KEY MOMENTS

(00:00:00) How Introverts Can Dominate Sales

(00:00:34) A Sales Blueprint for Introverts

(00:05:55) How to Make Prospects Come to You

(00:09:00) Leveraging Your Knowledge as Your Best Sales Tool

(00:12:32) Your Excuses Are Over: A Challenge to Start Creating Content

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

What Makes True Captive Different? (with David Vorhees)

1 month ago

17 minutes 2 seconds

Accelerate Your Insurance Sales Podcast

Every broker has that client who's trapped—too big for small group rates but terrified of the massive financial risk of traditional self-funding. They're stuck in the fully insured death spiral, facing brutal, unsustainable renewals year after year, and you feel powerless to offer a real way out. It's one of the biggest challenges in the benefits space.My podcast sponsor, True Captive Insurance, was built to solve this exact problem. I sat down with David Vorhees to break down the model they created to de-risk the move to self-funding for your clients. We get into their unique approach of putting up the majority of the collateral themselves, giving employers financial flexibility from day one. This isn't just a sponsor spotlight; it's a look at a powerful tool that lets you bring a game-changing solution to the table.CONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/

1 month ago

22 minutes 3 seconds

Accelerate Your Insurance Sales Podcast

The Blueprint for Fixing American Healthcare with Dave Chase

Back in 2014, I was at a crossroads that every consultant hits: I knew the traditional way of selling benefits was broken, but I didn't have the playbook to build something better. It's a place where you feel stuck, forced to sell the "least bad" option from a carrier while managing the inevitable rate hikes for your clients.

Then I read a book that changed the entire trajectory of my career, and this week, I'm sitting down with the man who wrote it. My guest, Dave Chase, is the architect of the Health Rosetta—the blueprint that gives advisors the tools to stop managing symptoms and start fixing the problem. This episode isn't just theory; it's the practical, step-by-step plan that transformed my business and can do the same for yours.

Here’s the registration link for Rosetta Fest: https://rosettafest.org/#sec10

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KEY MOMENTS

(00:00:00) The Blueprint for Fixing American Healthcare with Dave Chase

(00:00:46) The "Why": From Personal Tragedy to a National Movement

(00:09:46) The Generational Shift Forcing the System to Change

(00:21:48) The Blueprint in Action

(00:25:08) More Than a Broker, a Life-Changing Advisor

(00:30:00) The Open-Source Playbook to Change an Entire Industry

(00:39:54) How to Implement Real Change Without Creating Chaos

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

Ditching the Carrier Playbook for a Client-First Model | with Wes Spencer

2 months ago

54 minutes 1 second

Accelerate Your Insurance Sales Podcast

The insurance industry is full of brokers who talk about innovation but still push the same tired, carrier-first products. My guest this week, Wes Spencer, doesn't just talk—he builds.

After starting his career at Federated Insurance, he knew there had to be a better way than the restrictive models offered by traditional agencies.That mission became deeply personal after a nurse pulled him aside in a hospital and told him, "I wouldn't have that procedure done here" for his own daughter. Wes realized that if he, an industry insider, struggled to navigate the system, what chance did anyone else have?

Instead of looking for a solution, he and his team at Sympl Benefits built one from the ground up. This episode is the story of how a broken system and a father's fight led to a new blueprint for benefits.

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KEY MOMENTS

(00:00:00) Leaving the Traditional Agency Model Behind, with Wes Spencer
(00:22:31) Making Sure Incentives Are Aligned
(00:25:59) How Can We Get Members To Navigate Healthcare Effectively?
(00:31:49) Value of Healthcare Middlemen in Industry

(00:39:14) Wes’s Personal Experience With Healthcare

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

How To Grow Your Sales Without Cold Calling

2 months ago

52 minutes 25 seconds

Accelerate Your Insurance Sales Podcast

If your primary prospecting strategy is to make as many cold calls as possible, you're building your business on a foundation that's cracking. The belief that more dials equal more dollars is pretty outdated in 2025, and that keeps producers stuck in a frustrating, dead-end grind.

I'm not just here to tell you what's broken; I'm giving you the blueprint to fix it. In this episode, I break down my "Attention Blueprint"—the step-by-step system for defining your personal brand, locking in on your ideal clients, and using modern channels to have prospects coming directly to you. Your excuses for not building a real brand are officially over. This is your chance to build a lead-generating machine while everyone else is still getting hung up on.

▶▶ Sign Up For Our Social Media Sales Seminar:

KEY MOMENTS

(00:00:00) How To Grow Your Sales Without Cold Calling
(00:08:03) Standing Out On Social Media
(00:13:55) The Attention Blueprint

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

How to Achieve Sales Success With an Authentic Brand with Ragan Edwards

2 months ago

21 minutes 14 seconds

Accelerate Your Insurance Sales Podcast

If you think you need a specific resume or 20 years of experience to succeed in this industry, you are flat-out wrong. The belief that there's only one path to the top is an excuse that can sometimes producers stuck.

On this episode, I'm joined by Ragan Edwards, and her story is the blueprint for anyone who feels like an outsider. After 10 years as a stay-at-home mom, she jumped into commercial insurance with no prior industry experience, and she’s become a top producer.

We break down how she used her skills she learned as a mom to create a competitive advantage, how she navigates a male-dominated industry by refusing to be anyone but herself, and how a deeply personal "why" fuels her resilience. If you've ever felt like an imposter or that your background is a disadvantage, this is your chance to see how a real producer is building a business on her own terms while others just stick to the old playbook.

▶▶ Sign Up For Our Social Media Sales Seminar:

KEY MOMENTS

(00:00:00) Ragan Edwards: From Stay-at-Home Mom to Commercial Insurance Powerhouse
(00:03:10) What Ragan learned from being a mom
(00:07:42) Navigating a career restart
(00:16:09) Being a woman in healthcare
(00:23:47) Why finding a niche was so key for Ragan
(00:27:01) Overcoming imposter syndrome

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

How To Plan A Record-Breaking Quarter

2 months ago

45 minutes 15 seconds

Accelerate Your Insurance Sales Podcast

Happy Independence Day! I hope you enjoy the holiday, but remember to keep your foot on the gas coming out of it and into Q3.

I'm going to be direct: if you're an insurance professional just "winging it" for the second half of the year, you are about to get left behind. I'm not saying that to be a pessimist, but to be real with you: the big goals you set in January won't happen by accident.

I'll break down the exact "halftime" planning process you need to get focused. I’ll cover how to learn from your wins and losses, how to set the 3-4 priorities that actually matter, and how to build the focus that becomes your guardrails for success. The excuse of being "too busy to plan" is officially over. This is your chance to own the rest of the year while everyone else just hopes for the best.

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KEY MOMENTS

(00:00:00) How To Plan A Record-Breaking Quarter
(00:04:33) What A Q3 Strategy Looks Like
(00:07:42) Learn From Past Victories for Future Success
(00:14:05) Pacing Yourself Throughout The Quarter
(00:19:05) Prioritize What Actually Matters

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

Using Digital Strategy To Build A National Insurance Brand | with Guffy Wright

3 months ago

25 minutes 16 seconds

Accelerate Your Insurance Sales Podcast

On this episode, I'm joined by a producer who cuts through the noise: Guffy Wright from The Mahoney Group.

If you're an insurance professional trying to be everything to everyone, you are about to get run over. I'm not saying that to be negative, but to be real with you: focusing on the wrong clients is the fastest way to burn out and kill your growth.

Guffy joins me to break down the exact mindset and strategies he used to double his own business. We get into why "a lot of little things" done consistently is the real secret, how to identify the psychographics of a perfect client, and why saying "no" is one of the most powerful tools you have. This is your chance to build a real strategy while everyone else is just chasing leads.

▶▶ Sign Up For Our Social Media Sales Seminar:

KEY MOMENTS

(00:00:00) Using Digital Strategy To Build A National Insurance Brand | with Guffy Wright
(00:05:00) Targeting Growth-Minded Clients
(00:09:00) Attracting Ideal Clients through Psychographics
(00:11:54) Specializing in Niche Markets for Growth
(00:15:05) Athletes with Grit and Empathy in Insurance
(00:29:06) “Antifragile” Leadership

(00:38:54) Prioritizing the Human Touch in Sales

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

How To Leverage AI To Scale Your Sales

3 months ago

42 minutes 59 seconds

Accelerate Your Insurance Sales Podcast

On this episode, I'm cutting right to the chase: if you're an insurance professional putting your head in the sand on this whole AI thing, you are about to get run over.

I'm not saying that to be a doomsayer, but to be real with you: this is going to change how you do business, whether you like it or not.

I'll break down exactly how you can use AI to your advantage, especially when it comes to your marketing. The excuses for not knowing what to say or where to say it are officially over. This is your chance to get ahead while everyone else waits.

▶▶ Sign Up For Our Social Media Sales Seminar:

KEY MOMENTS

(00:00:00) How To Leverage AI To Scale Your Sales
(00:04:47) Scale Your Business Quickly With Targeted AI
(00:08:14) What Is “Compounding Credibility”?
(00:15:55) The Future Of Complete Game Consulting

(00:17:45) Revolutionizing Insurance Marketing with AI

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media:

Building Mental Health Resources That Actually Work | with Jenny Weaver

3 months ago

21 minutes 2 seconds

Accelerate Your Insurance Sales Podcast

June is mental health month, and I wanted to dedicate at least one of my episode’s this month to this topic. Jenny Weaver from AllyHealth joined me in her backyard for a deep dive into the topic of mental health and what AllyHealth is doing to make help convenient and accessible. We also discussed the causes of so much anxiety and depression in the current world, and some practical tips on detoxing from social media.

▶▶ Sign Up For Our Social Media Sales Seminar:

KEY MOMENTS

(00:00:00) Building the Mental Health Resources That Actually Work
(00:05:38) Men’s Mental Health Month
(00:13:42) Advocacy for Accessible Mental Health Support
(00:20:13) Stigma-Free Mental Health Initiatives

(00:37:24) Identifying Triggers and Prioritizing Mental Well-being

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media: