Скачать или смотреть Episode 309: You’re Not Behind. You Just Can’t See It.

In this episode, Daniel Metcalf and Mike Stromsoe discuss the challenges and opportunities faced by independent insurance agencies as they scale. They emphasize the importance of visibility in understanding progress, the current landscape of AI in the industry, and the need for predictive analysis to drive future growth. The discussion also highlights the significance of leadership, structure, and technology in overcoming fragmentation and achieving sustainable growth.

Key takeaways:

You're not behind, you just can't see it.
Visibility is crucial for understanding agency progress.
83% of agencies have used AI, but only 10% see ROI.
Clarity of vision is essential for agency growth.
Revenue growth without system growth feels like falling behind.
Leadership must evolve as agencies scale.
Fragmentation can hinder agency efficiency and growth.
Predictive analysis can help agencies plan for the future.
Technology should complement human efforts, not replace them.
Agencies need to identify and address workflow gaps.

Want to See What You’re Missing?

If you want to understand:

How to identify where your agency operating system is breaking

How to move from reactive growth to predictive scale

How to blend leadership, systems, and automation correctly

How agencies move from $3M to $10M+ without chaos

Join us at the next Masterclass.

We’ll walk you through what the next-level operating system actually looks like — and what most agencies are getting wrong.

👉 Reserve your seat here:
http://uppmasterclass.com/

You’re not behind.

You’re just one level of clarity away from scale.

We’d love to help you find it.