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The Max Revenue Show

The Max Revenue Show

Hosted by Max Revenue

Episodes

169

Latest episode

Jun 2026

Language

EN

About the show

Never take advice from someone who inherited their book from daddy. Listen to this podcast instead. Every week Trey Shields and Micah Salas talk prospecting, sales, and productivity for growth-minded Producers building their book from scratch.

Listen to episodes

60 recent
June 16, 202658 min

How To Write $350k a Year By Just Dropping In | David Steenstra

In this episode, Trey and Micah sit down with David Steenstra of Christensen Group, a commercial insurance producer who wrote over $900K in new business in 2.5 years entirely through drop-ins.If you've been wondering whether face-to-face prospecting still works in today's world, this one's for you. David breaks down his entire drop-in playbook: how he structures his days, what he says when he walks in the door, how he handles gatekeepers, and how he wins business on coverage and service, not price.........Resources & Links:📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue🔗 Work with Element22:Email submissions to: maxrevenue@element22ins.comOr call Brian at 843-296-3376📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠........Timestamps:00:00 — Intro & meet David Steenstra02:31 — How Federated shaped David's drop-in foundation05:00 — The "howdy call" philosophy & why small talk isn't dead07:18 — Micah on the "bring value" debate & what buyers actually want10:41 — Do you need X-dates before dropping in?12:20 — Handling gatekeepers & who to ask for14:08 — Cadence: how often should you drop in?16:04 — Why the hard-to-crack prospects are David's favorites17:02 — Asking questions you'll need answers to later18:36 — How much of his $900K came from drop-ins vs. other methods?38:49 — BOR vs. quoting: how David decides which path to take43:15 — Coverage, service, or price? What's actually driving David's wins45:41 — "Are you ready to fire your agent?" — a bold close that worked48:06 — The loss call: what to do after you don't get the business51:47 — How David organizes his territory using Google Maps55:00 — Advice for a $500K producer who wants to start dropping in58:02 — In 12.5 years, only kicked out twice — just walk in the door

June 11, 202637 min

2026 Mid Year State of Benefits Address | Luke Berry

In this episode, Trey Shields and Luke Barry discuss the evolving landscape of employee benefits, market shifts, and innovative strategies to stay ahead. They explore topics like fiduciary risk, pharmacy drug costs, and the impact of AI on brokerage practices.........Key TopicsMarket structural shifts and leverage trend in healthcareFiduciary risk and data ownership for employersThe rising cost and complexity of specialty drugsThe role of AI in insurance analysis and client managementReinsurance market volatility and broker strategiesThe Future of Employee Benefits: Market Shifts and StrategiesHow AI is Transforming Insurance Brokerage"Employers need a five-year cost basis.""Specialty drugs are the central driver in benefits strategy.""E plus R equals O — your response determines your outcome."........Chapters00:00Introduction and Market Overview04:49Structural Shifts in Employee Benefits13:13The Role of Specialty Drugs17:12Stop Loss Dynamics and Data Quality25:10Fiduciary Risk and Employer Responsibilities30:42Navigating Difficult Conversations and Future Trends

June 9, 202646 min

How To Write $1,000,000 a Year (Yes, Revenue)

In this episode, Micah and Trey talk with industry expert Larry Linne. Larry shares how top insurance producers can scale their revenue from six figures to seven figures a year!

May 26, 202658 min

Better Than CE: Environmental & Pollution with Tanya Andolsen

In this episode, Trey sits down with Tanya Andolsen of Argosy Risk, a 30-year veteran of the environmental insurance industry, to break down everything producers need to know.From why premiums are surprisingly affordable to the hidden gaps in standard GL and property policies, Tanya walks us through site pollution, contractor's pollution liability, transportation coverage, non-owned disposal sites, products pollution, and more. Whether you're a generalist trying to round out accounts or a niche producer looking to go deeper, this episode will change how you look at every renewal.........Timestamps:00:01 — Welcome & intro00:45 — Tanya's background: 30 years in environmental insurance (carrier, retail, wholesale)01:13 — Why are environmental claims large but premiums so cheap?03:35 — Why standard contractors (HVAC, roofing, plumbing, flooring) are buying environmental coverage04:44 — Biggest mistake producers make: not bringing it up (and the E&O exposure that creates)06:18 — Environmental Insurance 101: where standard GL/property ends and environmental picks up06:29 — The two main towers: site-specific coverage vs. contractor's pollution liability08:08 — On-site vs. off-site exposures; strict liability and the "chain of title" rule12:02 — Contractor's pollution liability: asbestos, mold, lead, soil contamination13:57 — Transportation pollution liability: in-transit exposures, loading/unloading gaps17:32 — The generator vs. transporter debate — who's responsible when something spills in transit?20:22 — Non-owned disposal sites and Potentially Responsible Party (PRP) liability23:58 — Products pollution: the gap nobody talks about (valves, coatings, solvents, containers)28:40 — Tanya's environmental exposure checklist for producers (available on request)30:27 — Surprising contractors who need environmental coverage: street & road, roofing, HVAC, plumbing, landscaping, drone applicators35:14 — How to sell environmental coverage to resistant clients (claim scenarios + education)38:18 — What producers should bring to a submission — and what they almost never do44:30 — How environmental risk is actually rated (site, revenue, units — not filed rates)48:06 — Sudden & accidental vs. gradual coverage explained simply51:00 — Which is bigger: remediation costs or third-party liability?53:00 — What we didn't cover: M&A, property acquisition, due diligence gaps56:38 — Wrap-up and how to reach Tanya........Key Takeaways:95% of environmental coverage is written on non-admitted (E&S) paper — forms and rates are not filedA "pollutant" doesn't have to be hazardous or toxic — it's anything introduced to an environment that causes harmIf you're in the chain of title on a contaminated property, you can be held liable even if you didn't cause itNot bringing up environmental coverage is an E&O exposure for producersGradual coverage is broader than sudden & accidental — know the difference before recommending limits........

May 21, 20265 min

QUICKY: How to Find 3-Star Prospects With 5-Star Potential

In this episode, Micah breaks down his framework for identifiying "three-star" prospects with huge upside, before everyone else starts knocking their door down.........Resources & Links:📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue🔗 Work with Element22:Email submissions to: maxrevenue@element22ins.comOr call Brian at 843-296-3376📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe

May 19, 202659 min

From Building a $1.6M Book to Building a Best Practices Agency with Josh Gurley

Resources & Links:📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrev...⁠🔗 Work with Element22:Email submissions to: maxrevenue@element22ins.comOr call Brian at 843-296-3376📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe...

May 13, 202611 min

QUICKY: Micah's Simple Proposal Strategy That Wins Deals Like Crazy

Resources & Links:📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrev...🔗 Work with Element22:Email submissions to: maxrevenue@element22ins.comOr call Brian at 843-296-3376📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe...

May 12, 20261 hr 0 min

Your Pipeline is Never Big Enough with Micah Salas

In this episode, Micah Salas shares how he dug himself out of the worst slump of his career. From tough loss after lough loss to finally getting skins on the wall.Keywordsinsurance sales, prospecting, pipeline management, agency growth, cold calling, deal closing, insurance strategiesChapters00:00 From Despair to Success: A Journey of Resilience09:41 The Roller Coaster of Sales: Managing Expectations18:02 The Importance of Pipeline Management29:05 Understanding Revenue Metrics and Conversion Rates34:29 Exploring Deal Dynamics38:14 The Importance of Follow-Up Strategies42:59 Captive Insurance Insights44:22 Cold Calling Success Stories49:56 Service vs. Price in Winning Deals55:56 Forecasting Future Revenue

May 7, 20261 hr 2 min

Prospect with Data, Win with Total Cost of Risk | David Carothers

In this episode, Trey and Micah sit down with commercial insurance legend David Carothers to break down exactly how he prospects with data and sells with total cost of risk. David pulls back the curtain on his full sales process.........Resources & Links:📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue🔗 Work with Element22:Email submissions to: maxrevenue@element22ins.comOr call Brian at 843-296-3376📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠........Keywords:Insurance sales, Prospecting, Risk management, Middle market, Insurance strategies, Client relationships, Underwriting, Mod analysis, Agency growth........Chapters:00:00 Introduction to the Max Revenue Show00:54 Sales Process Insights: BOR vs. Quoting05:09 The Importance of Prospecting and Relationships08:09 Targeting Industries and Building a Pipeline12:28 Building Lead Lists and Utilizing Data16:35 The Role of Technology in Sales Conversations20:23 Understanding Client Needs and Closing Deals25:09 Navigating Client Relationships and Reputation30:49 The Power of Education in Insurance32:28 Moments of Truth: Educating Clients34:06 Understanding Risk Profiles and Loss Drivers36:13 Indirect Costs and Operational Efficiency40:14 Curiosity and Solutions in Insurance42:59 The Importance of Specialized Knowledge50:43 Helping Others: The Heart of the Industry56:24 Maximizing Opportunities in Insurance

May 5, 20261 hr 5 min

The New Reality of Winning with Captives with Will Allen

In this episode, Will Allen shares his journey of starting a captive, the nuances of selling captives today versus 10 years ago, and how brokers can leverage captives for long-term success.Resources & Links🚀 Captive 10-Question Cheet Sheet:https://www.maxrevenuegroup.com/products/10-questions-to-ask-about-captives📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue🔗 Work with Element22:Email submissions to: maxrevenue@element22ins.comOr call Brian at 843-296-3376📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠

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