The Insurance Dudes

Shoot Us A Message!Welcome back to another exciting episode of The Insurance Dudes! Today, we're thrilled to have a candid conversation with Rudy Surovick, an accomplished insurance professional with a fascinating journey from the independent agency world to becoming a pivotal player in the captive insurance landscape.In this episode, Rudy shares everything from his unique marketing techniques, including the power of direct mail, to his experiences managing sizable operations and the tough tr...

Shoot Us A Message!Welcome to another episode of The Insurance Dudes podcast! In today's exciting episode, we sit down with Travis Gensler, a seasoned insurance professional who shares his incredible journey from a marketing franchise debacle to becoming a successful independent insurance agent.Travis dives deep into the benefits and challenges of transitioning from a captive agent to an independent agent, the pivotal role of technology in modernizing the insurance industry, and the importanc...

Shoot Us A Message!Welcome to another exciting episode of The Insurance Dudes! Today, Craig Pretzinger and Jason are joined by Chris Cheatham, an entrepreneurial dynamo deeply rooted in the insurtech world. Chris, a former lawyer and the co-founder of Risk Genius, shares his journey from legal frustrations to pioneering insurance AI technologies. We dive into the fascinating spin-out story of Milo and explore how it revolutionizes small business insurance through efficiency and innovation.In ...

Shoot Us A Message!Join us as we navigate Chris’s unique career trajectory, from handling complex legal documents with machine learning to enhancing insurance processes with AI.Expect lots of laughs, engaging anecdotes, and even some nostalgic discussions about video games and childhood concerts! So buckle up and get ready for a dynamic ride through the evolving landscape of insurance with The Insurance Dudes.Make sure to subscribe for more insightful and entertaining episodes!The full episod...

Shoot Us A Message!Welcome back to another episode of The Insurance Dudes! Today, we're thrilled to have Ryan Schaffer from the mortgage and real estate finance industry join us. Ryan, who once aspired to be a firefighter, transitioned to the mortgage world in the early 2000s and has since navigated through various market cycles, including the 2008-2009 financial crisis.In our conversation, we dive deep into the importance of identifying critical traits for success, the value of providing dir...

Shoot Us A Message!Whether you're in insurance, mortgage, or any sales-driven industry, this episode is packed with valuable advice on scaling your operations, building referral partnerships, and maintaining a competitive edge through perseverance and personalized communication. So tune in tomorrow and get ready to gain some actionable insights from Ryan Schaffer right here on The Insurance Dudes!The full episode is dropping tomorrow.Join the elite ranks of P&C agents. Sign up for Agent E...

Shoot Us A Message!Welcome to another episode of The Insurance Dudes! Today, we're excited to dive deep into the world of insurance with our special guest, Chad Spaide. Pronounced "Spade," Chad brings a wealth of experience and insights to our conversation. From tackling burnout and maintaining competitiveness in the industry to leveraging automation for improved client communications, Chad covers it all.We'll explore his early career experiences, the evolution of sales strategies, and the im...

Shoot Us A Message!Join hosts Jason and Craig as they discuss the value of mutual respect and support among colleagues, the significance of listening in sales, and the adaptability required in a constantly changing market.Chad also shares invaluable tips on using technology to enhance efficiency without losing the personal touch, managing leads, and the essential craft of persistence after rejection. Plus, you'll hear about Chad's formative years, his stint as a commodity broker, and the ener...

Shoot Us A Message!Welcome back to another exciting episode of The Insurance Dudes! Today, we're diving deep into the world of entrepreneurship and the insurance industry with our special guest, Ramis Hakim. Ramis, an industry veteran, shares his journey from aspiring minister to becoming a powerhouse in final expense life insurance sales. We'll explore his strategic focus on ultra-specialization, the importance of building a robust business system, and how a strong company culture with core ...

Shoot Us A Message!Welcome back to another insightful episode of The Insurance Dudes! Today, we are thrilled to have Adam Pisani join us, an experienced insurance agent with nearly 19 years in the industry. Adam dives deep into the essential aspects of running a successful insurance business, from the necessity of having that "fire in the belly" motivation to the dynamic and often challenging landscape of buying and managing agencies.In this episode, Adam shares his valuable perspectives on m...