The Insurance Buzz
The Insurance Buzz shares top tips for Insurance Agents on how to maximize their entrepreneurial journey. Sales training tips, mindset, and motivation and learn from some of the best in the industry and experts in the field as they share what they have done to be successful as an Insurance Agent.
The Insurance Buzz
335. Building a Top Insurance Agency in Record Time with Jake Gerdes
"I would rather be consistently good than occasionally great—any day of the week!" -Jake Gerdes
What’s in this episode:
Taking over an agency is a significant opportunity, but growing it into a high-performing sales operation comes with challenges that most agents don’t expect. In this episode of The Insurance Buzz, Michael and Courtney Weaver sit down with Jake Gerdes, one of the top new agents in the country, to discuss how he transitioned from handling service to building a strong sales team.
Jake shares the biggest lessons from his first year in agency ownership, the strategies that helped him shift to a sales-focused model, and how his team consistently converts service calls into new sales opportunities. He breaks down why agency owners need to move out of service as soon as possible, the 90-day plan that helped him transform his agency, and how his team follows up to increase conversions. Whether you are starting an agency or looking to scale, this episode provides real insights to help you grow efficiently.
[00:00:00] – Introduction: Jake Gerdes on growing from service to sales in 90 days
[00:01:00] – Why taking over a book of business isn’t what agents expect
[00:02:00] – How Jake handled the overwhelming service demands on day one
[00:03:00] – The first hires every agency owner should make
[00:05:00] – How Jake built a team structure that eliminated service issues
[00:07:00] – The 90-day training plan that turned his team into a sales machine
[00:09:00] – Jake’s follow-up system that increased life insurance sales
[00:12:00] – The biggest mistakes new agency owners make
[00:15:00] – Social media strategies that generate real leads
[00:18:00] – How Jake balances marketing, sales, and agency leadership
[00:22:00] – What he wishes he knew before becoming an agent
📲 Connect with Jake Gerdes:
🔹 LinkedIn: Jake Gerdes\
RESOURCES + LINKS
Watch the full episode on YouTube: HERE
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