New to the high-octane world of insurance agency ownership with The Insurance Dudes©? Or a seasoned vet ready to shake up your playbook? Since 2019, hosts Jason Feltman and Craig Pretzinger have delivered no-holds-barred strategies for sustainable growth. With decades of experience building top-performing agencies, they cut the fluff and drop hard-won insights, raw tactics, and unfiltered conversations to help you dominate your market and win big.
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P&c Agency Growth Podcasts
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Wonder what it's like to control millions of dollars of marketing budget? Manage hundreds of people? Make the decisions on which ideas get to market? The CMO Confidential podcast shares how it feels to be in that chair of the shortest-tenured position on the C-suite. We detail the long, hard road most ideas take to get to market & how challenging it is to get the best ones through. Hosted by Mike Linton -- the former P&G Brand Manager who went on to be the Chief Marketing Officer of Best Buy ...
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Discover how insurers are entering the decision era, utilizing artificial intelligence to refine their decision-making processes, boost underwriting profitability, and achieve premium growth.
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Executive Recruitment and Search is our specialism we are a London based headhunting boutique covering the South East of the UK. EXEC CAPITAL is a boutique recruitment agency that specialises in connecting start-ups and businesses with senior management professionals. We take a tailored approach to our recruiting with a 1-on-1 experience where we help clients identify their management needs before starting the recruitment process. We’ll help identify and hire the perfect candidate to scale y ...
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A weekly wrap of the “must-know” developments in Marketing, Media, Agency and Technology for leaders and emerging leaders in the industry. Veteran industry journalist and Mi3 Executive Editor Paul McIntyre talks each week with guest marketers who are in the know on what matters at the nexus of marketing, agencies, media and technology. Powered mostly by Human Intelligence (HI).
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Are you ready to shatter the status quo and unleash your full potential as a property and casualty insurance agent? Welcome to "P&C Maverick - Unconventional Wisdom For Quantum Gains," the podcast that dares to challenge the norms and deliver game-changing insights for ambitious agents like you. Each season, join host Craig Pretzinger as he explores a powerful motif and dives deep into the unconventional strategies and mindset shifts that separate the top performers from the rest of the pack ...
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1
Hearts of Caregiving: Nurturing the Souls of Caregivers
Valda Branison, Jeanine Marbury Bryant, and Mary C Hartfield
Welcome to "Hearts of Caregiving: Nurturing the Souls of Caregivers," a compassionate and insightful podcast that aims to support and empower caregivers who selflessly devote their time and energy to caring for others. Hosted by Valda Branison, Jeanine Marbury Bryant, and Mary C Hartfield, this podcast is a safe space where caregivers can find comfort, guidance, and inspiration as they navigate the challenges and joys of their caregiving roles.
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How AI Is Transforming the Creator Economy with Brian Klais, Founder of URLgenius
39:34
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39:34AI this, AI that… but what about the creator economy!? With all the buzz around artificial intelligence, it’s time to connect the dots to creator marketing. In this episode of The Partnership Economy, Todd is joined by Brian Klais, Founder of URLgenius, to explore how AI is transforming the creator landscape. Brian kicks things off with a holistic …
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1
Dan McCarthy | Professor - University of MD | The Unfairness & Disparate Impact of Privacy Policy
39:47
39:47
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39:47A CMO Confidential Interview with Dr. Dan McCarthy, Professor of Marketing at Maryland and leading practitioner of Customer Lifetime Value. Dan shares insights from his privacy research based on Apple's "App Tracking Transparency" (ATT) initiative commonly known as "Ask App Not to Track" which include a significant impact on business results, a deg…
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1
Technology and Trust in Insurance Sales with Chase Beach
27:33
27:33
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27:33Welcome back to another episode of The Insurance Dudes! In today’s episode, we had the pleasure to sit down with Chase Beach, Co-Founder of InsureGrid. A young talented innovator who’s transforming the insurance industry by simplifying the way agents buy and sell. Are you struggling hard to chase leads, collecting clients info and price competing? …
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Scott Lindquist | What Your CFO Wants To Tell You, But Won't
34:48
34:48
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34:48CMO Confidential — “What Your CFO Wants to Tell You (But Won’t)” with CNA CFO Scott Lindquist What does a great CFO really think about marketing? Mike Linton sits down with Scott Lindquist—CFO of CNA Financial and former long-time CFO of Farmers—to decode the finance side of brand building, performance spend, and the politics of the boardroom. They…
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Why Mindset Matters: Julian Chambers’ Playbook for Young Agents in the Insurance World
43:17
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43:17Welcome back to another episode of The Insurance Dudes! Craig and Jason sit down with the energetic and insightful Julian Chambers. From his early days dabbling in network marketing straight out of high school, to finding his stride in life insurance and then crushing it in Medicare sales, Julian shares his journey as a young entrepreneur in the in…
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1
Nine’s MMM trial early results: MAFS boosts trust for Westpac, Love Island Australia smashes Cointreau consideration, Kia prepares to move money – but ROI dangers lurk
58:09
58:09
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58:09Last October Nine corralled a posse of market mix model (MMM) providers, co-funding a program to prove what its assets could do in hard business terms. Since then Nine has poured over three years of historical data from dozens of campaigns, along with brand tracking, consumer attitudinal research, business case studies and other inputs from the lik…
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The Decision Economy and the Power of Better Data with Peter Mansfield, Partner at Reynolds Porter Chamberlain
31:59
31:59
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31:59The insurance industry is evolving into what experts now call the “decision economy.” Every success hinges on the quality of decisions made—from underwriting risks to processing claims. During a recent episode of Insurance Covered, Tom Wilde, CEO of Indico Data, spoke about how better data is revolutionizing these decisions, helping insurers adapt …
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Inside the Gen Z Mindset with Ben Harms, Chief Growth Officer at Archrival
55:14
55:14
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55:14Understanding Gen Z might feel like navigating uncharted territory, but what if your brand's success depends on it? In this episode, Dave Yovanno sits down with Ben Harms, Chief Growth Officer at Archrival, a creative agency built to help brands truly connect with Gen Z and Gen Alpha. Ben shares what it takes to meet these audiences where they are,…
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Kim Whitler | Colonel Mustard in the Study With the Job Spec How Poor Design Shortens CMO Lifespans
39:19
39:19
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39:19A CMO Confidential Interview with Kim Whitler, professor at the University of Virginia Darden School of Business, board member, and former GM and CMO. Kim shares insights from more than a decade of research with over 500 CMO's including how 50+% of roles are misaligned, the huge gap between CEO's and CMO's, the fact that misalignment results in wea…
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Seventh Wave Rising: AI to slash SaaS pricing, collapse tech stacks, kill search as we know it - and why marketers should wait before locking in
36:14
36:14
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36:14Host: Andrew Birmingham - Editor - CX | Martech | Ecom AI is reshaping the rules of business at breakneck speed - and likewise for marketing. Legendary tech sector analyst, founder, CEO and chairman of global analyst firm Forrester, George Colony, calls this the Seventh Wave. It’s an upheaval that will eclipse previous waves like the internet, mobi…
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Tom Goodwin | If You Dropped the Best Marketers of the 1950's Into Today's Environment, How Would They Do?
39:21
39:21
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39:21CMO Confidential Interview with Tom Goodwin, author, speaker, and former innovation head at Publicis, Zenith, and Havas. Tom discusses his belief that today's CMO's are overly focused on efficiency versus marketing principles and that the contemporary playbook has been created by tech companies focused on performance metrics. Key topics include: an…
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Project Focused Leadership — The Project-Based NED in Startups
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1:03Welcome to Boardroom Focus, the podcast that delves into specialized leadership roles powering today’s dynamic organizations. I’m your host, Adrian Lawrence. Today, we’re zeroing in on a unique role in startup governance—the Project-Based Non-Executive Director. Unlike the traditional NED, this role is designed for specific, high-impact initiatives…
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Don Wilson on Outworking the Competition and Creating a Standout Insurance Brand
1:00:20
1:00:20
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1:00:20Welcome back to The Insurance Dudes! In this episode, we’re joined by Don Wilson, the dynamic founder and owner of Capital Insurance Group. Don’s journey is as compelling as it is inspiring—he went from running retail clothing stores in West Virginia to leading a multi-state insurance agency with the mantra of authentic leadership and relentless pe…
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From Data Chaos to Clarity with Louis DiModugno at Verisk on AI Governance and the Future of Insurance
31:46
31:46
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31:46In this Unstructured Unlocked episode, hosts Michelle Gouveia and Tom Wilde welcome back Louis DiModugno, now Global Chief Data Officer at Verisk, to discuss his shift from working within insurance carriers to serving them as a partner and vendor. Louis explains that his role focuses on helping carriers aggregate, normalize, and integrate data, ena…
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David Aaker | Vice Chair, Prophet | Why is Brand Value Still Not a Generally Accepted Principle?
37:23
37:23
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37:23A CMO Confidential Interview with David Aaker, Vice Chair of Prophet, author of numerous marketing books including Aaker on Branding 2nd Edition, formerly a Haas School of Business Professor. David discusses the history of brand equity starting with the BCG model from the 90's and why that model and scanner data drove a short-term sales focus at th…
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Private Equity Insights and Growth Strategies from Brandon Wolfe
43:45
43:45
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43:45Welcome to another episode of The Insurance Dudes! In this candid and insightful conversation, hosts Jason Feltman and Craig Pretzinger are joined by Brandon Wolfe, Managing Partner at Jordan Partners, to dive deep into the world of insurance agencies and private equity. Ever wondered if insurance is the "legalized mafia" of finance, or why so many…
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1
‘Growing out’ of YouTube: 120,000 long-form TV, movie titles send ad-funded Tubi’s biggest audience – Gen Z and millennials – down retro rabbit holes and ‘vertical fandoms’ - News Australia completes ...
44:24
44:24
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44:24Just when you thought the bulging TV, BVOD, streaming and video sector had peaked with too many consumer and advertiser choices, along comes the no-subscription, ad-supported international streamer Tubi with 100 million global viewers dominated by a younger set binging TV shows like the 30 year-old Friends and creating new genre “rabbit holes” like…
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YouTube steaming to ad revenues of $50bn, recasts TV to creator economy as UK broadcasters claim ‘reach fail’, top 200 channels dominated by kids - and Peppa Pig
50:40
50:40
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50:40YouTube last week officially ousted the UK’s biggest commercial broadcaster ITV as the video platform now second only to the BBC in audience size, according to the tech and media regulator Ofcom. YouTube’s ad take is pumping everywhere – it raked $9.8bn in the June quarter, according to its latest earnings results – up 13% year-on-year. YouTube has…
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Auren Hoffman | Why Vendor Management Is A Skill You Need to Master Now | Chairman SafeGraph, Former LiveRamp CEO
34:42
34:42
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34:42A CMO Confidential Interview with Auren Hoffman, CEO of SafeGraph, formerly co-founder and CEO of LiveRamp. Auren discusses his belief that vendor management is the most critical skill for the future and why most companies should "rent" a high caliber pool of talent instead of hiring individual executives. Key topics include: thoughts on improving …
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How Kathy Hitchcock Built a Booming Insurance Agency After a Rocky Start
1:10:45
1:10:45
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1:10:45Welcome back to The Insurance Dudes! In this compelling episode, host Craig Pretzinger and co-host Jason Feltman sit down with Kathy Hitchcock from the Hitchcock Insurance Group in Rome, Georgia. Kathy shares her remarkable journey as a young scratch agent, opening her agency in 2015 just months before facing back-to-back rate hikes and near-imposs…
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How to Build Enterprise-Scale Generative AI in Insurance with Vinod Srinivasan
39:01
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39:01In this episode of Unstructured Unlocked, Vinod Srinivasan unpacks what it takes for insurers to move beyond generative AI pilots and achieve enterprise-scale impact. He explores what he calls “a race to the starting posts,” outlining the foundational steps — from architecture and governance to cross-functional alignment — that separate real adopte…
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Peri Hansen | Leader, CMO Practice, Korn Ferry - Is Marketing Still Marketing?
29:43
29:43
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29:43A CMO Confidential Interview with Peri Hansen, Korn Ferry Leader, CMO Practice, North America. Peri discusses why the CMO position is becoming the vanguard of innovation, the importance of an "agile learner" mindset, and why there's no substitute for great leadership. Key topics include: how nothing "returned to normal" after COVID; the importance …
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The CMO Awards Podcast Ep8: Building brand for demand: Michael Hill, Reflections Holidays, Allianz CMOs on the business case and foundations for a brand-first marketing strategy
1:05:36
1:05:36
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1:05:36Host: Nadia Cameron - Editor - Marketing | Associate Publisher Brand evolution: It’s in the sights of every marketer, but how do you honour the legacy while seeking a new narrative that grabs attention, signals distinctiveness, and builds loyalty? How do you prove it’s worth investing in brand not just demand internally? What team structures and me…
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From Automation to Agency: Indico Data Unveils the Future of Insurance with Agentic AI
34:54
34:54
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34:54The insurance industry is entering a new era—one defined not by marginal gains, but by structural transformation. Join Indico Data and industry leaders for an inside look at the launch of the industry’s first Agentic Decisioning Platform: a purpose-built AI ecosystem designed to power faster, more accurate, and fully auditable decisions across unde…
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‘700% outperformance’: Employment Hero and Salesforce bring B2C playbook to B2B, watch lead costs tumble, growth power – but diverge on in-housing vs agencies amid AI shift
51:00
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51:00Employment Hero and Salesforce are at opposite ends of the B2B spectrum. One’s a rapidly scaling $2bn platform, the other a $260bn behemoth. But both have adopted a consumer marketing playbook, applied it to B2B and are watching growth power. Employment Hero’s Tasman Page says the approach is notching 700 per cent gains. Lifting B2C’s distinctive a…
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Hiring, Hustle, and Heart: Inside Sethe Smith’s Agency Playbook
54:10
54:10
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54:10Welcome back to The Insurance Dudes! In this episode, Craig and Jason sit down with Sethe Smith, owner of the Sethe Smith Agency in Fort Wayne, Indiana, for a candid conversation packed with both wisdom and wild stories from the insurance trenches. From cleaning up unforgettable office mishaps to building a top-performing agency from scratch, Sethe…
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1
Dan Salkey | Small World | Merging Marketing & Entertainment - Is It Right For Your Business?
30:27
30:27
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30:27A CMO Confidential Interview with Dan Salkey, Co-Founder & Strategy Partner at Small World, an agency designed to create "entertainment first" brands. Dan discusses the concept of "Entertain or Die," the difference between "owning" and "renting" eyeballs, and why his focus is on "saves, likes, and shares." Key topics include: the fact that attentio…
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Top ten global martech analyst Scott Brinker says tech vendor consolidation has begun, agentic AI’s impact deep on marketers to master a complex, multi-agent future
39:00
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39:00Host: Andrew Birmingham, Editor - CX | Martech | Ecom Mi3’s tech editor Andrew Birmingham is joined by global Martech doyenne and Chief Martec's editor-in-chief Scott Brinker to dissect the 2025 Martech Landscape, his famed spaghetti-styled industry maps, now at 15,000 different tech solutions, and what it really means for marketers. From the proli…
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From Zero to $12 Million: Tung Le’s Insurance Agency Growth Story
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34:01Welcome back to The Insurance Dudes! In today’s episode, hosts Craig Pretzinger and Jason Feltman sit down with Tung Le, the unstoppable insurance entrepreneur behind a thriving Allstate agency in Houston, Texas. Tung gets real about his rollercoaster journey, starting from scratch in March 2020—just as the world shut down. From losing his first em…
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Adam Brotman and Andy Sack | Co-Founders, Forum3 | It's a Bird! It's a Plane! Holy Sh!t, It's AI!
1:07:59
1:07:59
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1:07:59A CMO Confidential Interview with Andy Sack and Adam Brotman, Co-Founders and Co-CEO's of Forum 3, authors of the book AI First, previously at Microsoft and Starbucks. They discuss why AI is different from previous technology advances and the series of "Holy Shit!" moments experienced when interviewing Sam Altman, Bill Gates and others. Key topics …
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‘People’s jobs will be changed’: Salesforce global CMO on how AI agents are the new digital labour force rapidly reshaping customer service, marketing and commerce; plus the ‘false precision’ of brand ...
28:59
28:59
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28:59It’s less than a year since Salesforce launched autonomous AI agents into the wild. But the bots are already reshaping business functions. In the US, online accounting platform 1-800 Accountants, which handles payroll and book keeping for circa 100,000 firms, has slashed the time staff spend on customer service by 70 per cent. Open Table and Singap…
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200 in Heels: Fast Lanes and Faster Growth with Cassidy Arbeli
35:27
35:27
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35:27Welcome to another episode of The Insurance Dudes! In this episode, Jason and Craig sit down with Cassidy Arbeli—a powerhouse agency owner whose journey is as inspiring as it is unconventional. Raised by entrepreneurial parents and equipped with a natural flair for business, Cassidy shares how she transformed her insurance career from humble beginn…
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Michael Treff | CEO, Code and Theory | Why Your AI Strategy Needs to Be More Than Tools & Efficiency - An Agency Perspective
34:34
34:34
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34:34A CMO Confidential Interview with Michael Treff, the CEO of Code + Theory, a growing 2000 person agency which combines technology and creativity. Michael discusses the disruption in consumer behavior, why B2B client service is becoming more holistic, and why companies should "go on offense" in a time of uncertainty. Key topics include: The strategi…
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The CMO Awards Podcast Ep7: Winners and finalists part 2: Uber, Guzman y Gomez CMOs reveal what makes their distinct marketing approaches effective
1:01:01
1:01:01
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1:01:01Their remits and responsibilities seem poles apart, but Guzman y Gomez global CMO, Lara Thom, and Uber CMO APAC, Andy Morley share strikingly similar views on the importance of culture, CMOs aligning personally to company values, brand-led strategy, and bold, progressive marketing that grabs attention and strikes the right cultural chord. It’s surp…
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Spreadsheets to APIs: Modernizing Underwriting for the Digital Age with Doug Loots, Global Chief Revenue Officer - Insurance, Coherent
29:11
29:11
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29:11In this episode of Unstructured Unlocked, Doug Loots, Global Chief Revenue Officer – Insurance at Coherent, joins us to explore the challenges and opportunities of modernizing underwriting. As insurers face growing complexity, tighter margins, and rising customer expectations, many still rely on spreadsheets and fragmented tools. Doug shares his pe…
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From Captive to Independent: Dan Kitajima’s Journey to Insurance Agency Freedom
53:07
53:07
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53:07Welcome to another episode of The Insurance Dudes! In this powerful conversation, hosts Jason Feltman and Craig Pretzinger sit down with Dan Kitajima to unpack a truly wild journey from building a $17 million captive insurance agency to making the bold leap into the independent world. Dan shares the highs and lows of his experience—from signing a j…
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Nancie McDonnell Ruder | CEO, Noetic Consulting | You're Brought In to Fix the Brand - Now What?
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36:30Nancie discusses her "brand fix" classifications of refine, purposefully manage, and transform, how to get started with data even when money and time are tight, some "Taylor Swift" approaches to brand work, and the difference between mission and brand. Key topics include: how to get the organization in harmony; why "The Big Reveal" is usually the w…
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Super Cannes 25: Suncorp’s Brand, CX boss Mim Haysom on influencers; Why EY Parthenon says risk and creative works for c-suite and Tassal’s Matt Vince is thinking global
45:47
45:47
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45:47Cannes was heaving with influencers striking deals, but the message from top marketers, academics and consulting firms was consistent: Go back to fundamentals on brand, embed brand at the heart of business, then execute with consistent creative excellence to drive outsized financial returns. Mark Ritson landed that message most emphatically via 10 …
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From McDonald’s to Insurance Success: The Ben Bucher Agency Story
51:13
51:13
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51:13Welcome back to The Insurance Dudes! In this episode, our hosts Craig Pretzinger and Jason Feltman sit down with Ben Bucher, owner of Bucher Family Insurance, for an engaging, honest, and often hilarious conversation about his journey from an aspiring actor and McDonald’s manager to leading a multimillion-dollar insurance agency. Ben opens up about…
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Reframing AI ROI and the Decision Era in Insurance with Tom Wilde and Michelle Gouveia
33:16
33:16
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33:16In our most recent podcast episode 26, Michelle Gouveia and Tom Wilde unpack how the AI landscape in insurance is rapidly evolving beyond simple process automation. The big takeaway? Insurance is a business of decisions, and with the convergence of AI, data, and compute power, carriers now have unprecedented ability to make smarter, faster, more co…
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Eugene Soltes | Harvard | Managing the Gray Area - The Fine Line Between Puffery & Lying | Part 2
28:31
28:31
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28:31A CMO Confidential Interview with Dr. Eugene Soltes, Harvard Business School Professor and author of "Why They Do It - Inside the Mind of the White Collar Criminal". Eugene discusses how most crimes start out as small, often unnoticed decisions made by strategic people, how nearly everyone has a chance to step over the line, why many companies (Air…
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Welcome back to Scaling Smarter—the podcast where we unpack what it really takes to lead, grow, and future-proof your business. I’m your host, Adrian Lawrence, and today we’re talking about something every ambitious company should have in place but often overlooks: Non-Executive Directors—also known as NEDs. More specifically, we’re going to look a…
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From College Basketball Coach to $18 Million Insurance Agency: BJ Hill’s Playbook for Success
50:59
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50:59On this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feltman sit down with BJ Hill, owner of Summit Insurance in Loveland, Colorado. BJ shares his remarkable journey from college basketball coach to building one of the top insurance agencies in the country, now writing over $18 million in premium. From his early days as a “juco”…
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1
Eugene Soltes | Harvard | Managing the Gray Area - The Fine Line Between Puffery & Lying | Part 1
29:15
29:15
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29:15A CMO Confidential Interview with Dr. Eugene Soltes, Harvard Business School Professor and author of "Why They Do It - Inside the Mind of the White Collar Criminal". Eugene discusses how most crimes start out as small, often unnoticed decisions made by strategic people, how nearly everyone has a chance to step over the line, why many companies (Air…
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Welcome back to Exec Capital — the place where leaders come to think smarter, grow faster, and lead better. I’m your host, Adrian Lawrence, and today, we’re looking at one of the most under-leveraged assets in any company’s growth toolkit: your board. More specifically — your non-executive directors, and how bringing the right person into the room …
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The CMO Awards Podcast Ep6: Best Growth Initiative of the Year in focus: CMOs of Arnott’s Group, Flintfox share how they unlocked growth opportunities in the very different worlds of B2C and B2C
57:53
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57:53This year’s inaugural CMO Awards weren’t just a showcase of Australian marketing leaders doing an excellent job of marketing stewardship and effectiveness. We also introduced the Best Growth Initiative of the Year award, supported by Publicis Groupe, to single out and recognise strategic growth initiatives led by marketing teams. In this podcast ep…
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Uncovering Referral Goldmines and Process Mastery with Peter Fournier
43:07
43:07
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43:07Welcome back to The Insurance Dudes! In this episode, hosts Jason Feldman and Craig Pretzinger sit down with industry powerhouse Peter Fournier to uncover the secrets behind building a thriving, recession-proof insurance agency. Peter shares his journey from flipping Pokémon cards as a kid to carving out his niche in mortgage protection within the …
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1
Why David Carothers Avoids Industry Hires and How It Fuels His Agency’s Success
29:05
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29:05Welcome to this episode of The Insurance Dudes, where hosts Jason and Craig sit down for a high-energy, no-holds-barred conversation with the dynamic David Carothers. David shares his unconventional journey from a college baseball player and retail worker living off macaroni and cheese to running a powerhouse commercial insurance agency in Tampa. I…
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1
David Kelly Wrote The Book On Incentive Comp Management
24:22
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24:22On this episode of The Insurance Dudes, Jason and Craig sit down with David Kelly, the author who literally wrote the book on incentive compensation management and the founder of insuretech startup BobTrack. David shares his unconventional journey into the insurance industry—starting as a complete outsider who’s never sold a policy but knows how to…
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1
Make Leads Paid For Put Your Thimble On Front Of Funnel
23:08
23:08
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23:08Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we …
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