Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe copertina

Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe

Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe

Di: Daniel Metcalf and Mike Stromsoe
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A proposito di questo titolo

Scale Your Insurance Agency Podcast is the executive-level show for independent insurance agency owners who are done with fragmented systems, inconsistent producer performance, and being the “glue” holding everything together. Each episode delivers straight, operator-grade insight on how top agencies create predictable growth by installing a unified operating system across leadership, sales, and automation—so the agency runs without constant owner rescue.

Hosted by Daniel Metcalf & Mike Stromsoe and built for the ONYX-caliber operator, we focus on the real levers that move an agency from “successful but maxed out” to strategically led, system-driven, and scalable—including the Time Dividend (10–15 hours recovered), Private Profit Dashboard visibility, workflow automation, team adoption, and revenue engines that actually stick.

If you’re a growth-minded agency leader (typically $3M–$10M+ revenue with a team that’s ready to execute), this is your weekly edge: leadership alignment, AI & automation that reduces friction, retention and cross-sell expansion, and the discipline to collapse years of progress into months - without burning out your people.

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Episodi
  • Episode 308: Clarity Over Speed: The Key to Scaling Insurance Agencies

    Episode 308: Clarity Over Speed: The Key to Scaling Insurance Agencies
    Feb 7 2026

    In this conversation, Daniel Metcalf and Mike Stromsoe discuss the critical importance of clarity over speed for independent insurance agencies looking to scale.

    They share insights from their experiences, emphasizing that moving quickly without a clear plan can lead to wasted resources and a reactive culture. The discussion covers the costs of rapid hiring, the pitfalls of adopting new technology without a strategy, and the necessity of having systems in place to support growth. They also highlight the importance of clear communication and leadership in building a proactive culture and preparing for exponential growth.

    Chapters

    00:00
    The Importance of Clarity in Scaling Insurance Agencies

    02:53
    Lessons from Experience: The Dangers of Speed

    05:45
    Creating a Proactive Culture

    08:51
    The Cost of Going Fast: Hiring and Turnover

    12:08
    Navigating Technology: The Shiny Object Syndrome

    15:00
    The Role of Systems in Scaling

    18:05
    Defining Clarity: Mindset and Communication

    21:02
    Key Metrics for Clarity and Growth

    24:04
    Preparing for Exponential Growth

    27:08
    The Team Readiness Myth

    30:00
    Leadership and Communication: Building a Culture of Ownership

    33:04
    Final Thoughts: Simplifying for Success
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    45 min
  • Episode 307: The UPPOnyx Agency Operating System

    Episode 307: The UPPOnyx Agency Operating System
    Jan 24 2026
    Most agency owners don’t struggle because they lack effort. They struggle because they lack a system that scales with them. Hosted by Daniel Metcalf with Mike Stromsoe, this episode breaks down the UPP Onyx Agency Operating System and explains why growth stalls when operations, accountability, and leadership aren’t aligned. Together, they unpack the real structure […]
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    45 min
  • Episode 306: D’s Get The Greens with Justin Goodman of Total CSR

    Episode 306: D’s Get The Greens with Justin Goodman of Total CSR
    Jan 10 2026
    Training and leadership are still the two biggest constraints holding independent insurance agencies back. In this episode, I sit down with Justin Goodman to talk about how agencies can finally solve both without burning out owners or losing great people to competitors. Justin shares the real story behind Total CSR and why daily, practical training […]
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    38 min
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