The Hiring Post

Field notes on P&C insurance hiring, team management, and assessments. Sourced from real agency owners, industry data, and the Insurance Dudes podcast.

FeaturedOct 20, 2026hiring

Producer Sourcing Channel Mix That Actually Fills Roles

Most agencies run one sourcing channel and wonder why the pipeline stays empty. Here is how to weight the mix so hires stop being a coin flip.

#producer sourcing#recruiting #hiring #agency growth

Oct 15, 2026team

How to Delegate Service Work Without Losing Your Book

Service work is not selling and it is not owner work. It is a system. Here is how to route endorsements, billing, and renewal tasks off your desk and onto a process that runs without you.

#systems #delegation#service-work#agency-operations #csr

Oct 13, 2026team

How to Build a Team DISC Communication Playbook That Sticks

Your team keeps talking past each other because each person is wired to hear a different version of the same sentence. Here is how to build one playbook that ends it.

#team #disc#communication#management

Oct 8, 2026team

How to Keep a New Producer From Quitting in Year One

Producer retention is won in the first year with three standing processes, not a bigger split. Here is the math and the plays that keep a hire past the twelve month mark.

#producer-retention#retention-process#turnover#first-year

Oct 6, 2026market

What a Monoline Account Really Costs You vs a Bundle?

A household with one policy retains near 65 percent. The same household with a bundle retains near 92 percent. Here is the retention math that turns that gap into real LTV.

#retention #cross-sell#bundling#ltv#agency-operations

Oct 1, 2026hiring

How an Objection Roleplay Loop Makes Closers Sharper?

Rehearsing objections daily beats winging the call. Here is the 15 minute loop that turns fake think-it-overs into real closes without a script rewrite.

#producers#sales-training#objection-handling#closing#agency-systems

Sep 29, 2026hiring

What Caller-to-Closer Ratio Keeps Your Pipeline Full?

Run one caller per closer and the queue never empties. Let the ratio drift to one caller for two closers and your closers start dialing again. Here is the math that keeps the model intact.

#producers #teleteam #telefunnel#staffing#agency-operations

Sep 24, 2026team

The Daily Morning Huddle Template That Runs Itself

A 15 minute morning huddle template for insurance agencies: the four blocks, the exact timing, and the rule that keeps admin updates out of it.

#morning-huddle#agency-systems #sales-management #accountability

Sep 22, 2026team

WFF Data Logging: The Cross-Sell Engine You Already Own

Every sale already contains the reasons your next sale happens. Logging Work, Family, and Fun data into your CRM turns small talk into renewal and cross-sell fuel.

#cross-sell #retention #crm#data-logging

Sep 17, 2026team

First-Swing Post-Sale Check-In Call to Stop Cancellations

The 48-hour check-in call stops new business from canceling in month one. Here is the script, the timing, and the review ask that locks the deal.

#retention #onboarding#check-in-calls#agency-systems

Sep 10, 2026hiring

How to Ramp a New Producer and Flag Turnover Early

A written ramp plan turns a producer washout rate into a keep or cut call you make on purpose, with a tiered ladder and early turnover flags.

#new-producer-ramp#turnover-signals#producer-development#compensation-ramp

Sep 8, 2026team

Cancellation Save Process: Stop Accounts Leaving the Book

Most agencies only discover a client is leaving after the cancellation already happened. A two-step save process catches it early and keeps the account.

#retention#cancellation-saves#renewals #agency-operations

Sep 3, 2026market

Retention Rate LTV Curve: What a 5-Point Slip Costs You

A five-point retention drop does not cost you 5 percent. The renewal math is nonlinear, and a slip from 90 to 85 cuts lifetime value by nearly 37 percent.

#retention #renewals#lifetime-value#agency-growth

Sep 1, 2026team

Closer Talk Time: The One KPI That Predicts Closed Business

Talk time is the input metric that predicts a closer's closed business weeks before premium shows up. Here is the number to track and what it means when it stalls.

#producers #sales-metrics#talk-time#agency-systems

Aug 27, 2026team

Offshore Dialer Cost Math: Callers for a Dime a Dial

An offshore caller costs under ten cents a dial. A US caller costs three times that, and manual dialing makes it sixteen. Here is the real labor math.

#teleteam#offshore-staffing#agency-operations #cost-per-sale #telefunnel

Aug 25, 2026team

Aged Lead Unit Economics: What Cheap Data Really Costs

Aged leads look cheap at a dollar and change, but the labor math flips the deal. More dials, less contact, tighter margins, real DNC risk.

#leads#unit-economics#cost-per-sale #producers #agency-operations

Aug 20, 2026team

The CSR Onboarding Checklist That Stops the 90-Day Quit

Most CSR turnover is decided in the first 90 days. A floor-ready checklist with a weekly cadence keeps the hire who already knows your clients from walking.

#onboarding #retention #csr #team #systems

Aug 18, 2026team

How to Stop DISC Conflict Pairs From Wrecking Your Team

The high-D producer and the high-S CSR keep missing each other. Here is how to name the gap and give each clashing pair its own repeatable play.

#team #disc#conflict#management

Aug 13, 2026team

How to Renegotiate Producer Compensation After Validation

Validation flips the comp question on its head: the draw that funded the ramp now has to become a real production split. Here is how to make that change without losing the producer.

#producer compensation #validation#commission split#agency management

Aug 11, 2026hiring

What Interview Questions Do You Ask a P&C Producer?

Most agency owners interview producers on gut feel and lose the hire inside six months. Here are the questions that separate a real producer from someone who just interviews well.

#hiring #producers#interview-questions#agency-growth

Aug 11, 2026team

When to Hire a Second Producer: The Capacity Math Play

You hired your first CSR. You are writing and the leads keep coming. Now you need a second producer. Here is the math that tells you exactly when.

#producer-hiring #team-building#capacity-planning#agency-scaling

Aug 6, 2026hiring

The Real Cost of a Bad Producer Hire: $150K or More

A failed producer hire costs far more than salary. Here is the real math and how to stop the bleed before year one eats your margins.

#hiring #producers #agency-economics #team-management

Aug 6, 2026hiring

How to Write a Producer Job Posting That Actually Works

Most agency producer job postings read like compliance documents. Here is how to write one that pulls closers, not clerks.

#hiring #producers#job-posting#recruiting

Aug 4, 2026team

What Should a TeleTeam Caller KPI Dashboard Actually Track?

Most caller scorecards track the wrong numbers. Four input metrics tell you whether your frontline dialer is an asset or a slow leak.

#teleteam#kpi-dashboard#agency-operations#callers#telefunnel

Jul 30, 2026team

The S-C Combo Retention Secret Your Agency Keeps Missing

You hired the right service agent. Now the real question is whether your systems are built to keep them. The S-C DISC profile stays when the work actually fits.

#disc #service-agents #retention #team-management

Jul 28, 2026hiring

Why 500 Dials Per Caller Is the Absolute TeleTeam Floor

The 500-dial daily minimum is not ambition. It is the math that makes the TeleTeam model work. Here is why a power dialer is non-negotiable and what happens when you skip it.

#producers #teleteam#dial-metrics#agency-operations

Jul 23, 2026team

Beyond the Owner Bottleneck: Systems That Scale Your Agency

The bottleneck in your agency is not your CRM, your carrier, or your market. It is the owner doing everything. Here is how to build systems that let the business run without you in every decision.

#systems #delegation #agency-operations #scaling#owner-bottleneck

Jul 21, 2026team

Producer Scorecard Template: Points, Prizes, and Coaching

A weighted point scorecard template for P&C producers: point values, a daily leaderboard, prize cadence, and the coaching move for the bottom name.

#scorecard #producer-development #accountability #systems

Jul 16, 2026market

The Producer Scorecard That Replaces Gut Feel with Numbers

Most agency owners judge producer performance by feel. A five-number daily scorecard turns producer output into a dashboard you can manage.

#producers #scorecard #agency-operations #telefunnel

Jul 15, 2026market

Keep Your Agency Phone Numbers Off the Scam Likely List

When your agency phone number reads Scam Likely on a prospect's screen, it is not a sales problem. It is a caller reputation problem with a six-step fix.

#technology#outbound-calling#agency-operations #compliance

Jul 9, 2026market

How Your CRM Dispositions Are Costing You 40 Minutes a Day

Multi-click CRM dispositions steal roughly 40 minutes per producer per day. Here is the math, the fix, and the one-click workflow that reclaims five selling hours a week.

#crm#producer-efficiency#technology#workflow

Jul 9, 2026hiring

The 90-Day Producer CPS Curve and When to Trust It

New producer cost per sale spikes at $400 to $600 in the first two weeks before it stabilizes. Owners who kill the lead faucet at week 2 never see the curve mature.

#producers #cost-per-sale #agency-operations #hiring

Jul 7, 2026market

The Pre-Renewal Call Script That Beats Carrier Hikes

The carrier rate increase letter lands in your client's mailbox before you do. Here is the pre-renewal call script that gets there first and keeps your book from bleeding.

#retention #renewals#scripts#customer-service#agency-growth

Jul 2, 2026team

Service Agent DISC: The S-C Combo That Saves Books

Most agency owners hire service agents with closer personalities, then wonder why the book bleeds. The S-C DISC profile is the hiring filter that stops the churn.

#disc #service-agents #hiring #team-management #retention

Jun 30, 2026hiring

Should You Pay Producers on Renewals? The Real Answer

Paying producers the same split on renewals as new business is the single most expensive comp mistake agency owners make. The data shows exactly how wide the gap should be.

#producer-compensation#renewal-commissions#agency-growth

Jun 29, 2026hiring

The 5-Person Agency Org Chart: Who to Hire and When

Most solo agents hire a producer too early and a CSR too late. Here is the five-hire sequence that protects your margins at every step.

#hiring #agency-growth#org-chart#producers

Jun 25, 2026team

The Producer PIP That Actually Turns Performance Around

Most producer PIPs fail because they measure premium instead of activity. Here is a four-week turnaround framework that separates the producer from the process and saves the hire you already paid for.

#producers #performance-management#pip#producer-development #agency-operations

Jun 23, 2026team

The Weekly Producer Scorecard: 5 Metrics for Quota

Look at what top-quartile producers track that the bottom 80 percent skip. Five leading activity metrics that tell you whether a producer will hit quota weeks before the premium numbers land.

#producer performance#sales metrics #scorecard #producer management#KPI

Jun 18, 2026hiring

Producer Comp: Draw vs Salary vs Commission, The Math

How you pay a producer is the single biggest decision you will make for your agency's growth. Here is how to match the compensation model to the producer, not the other way around.

#producer compensation#agency hiring#commission structure#producer draw#compensation planning

Jun 16, 2026hiring

Values vs DISC: Which One Actually Predicts a Hire

DISC shows you how a candidate acts. A values assessment shows you why they act. Here is what each tool actually predicts, and when to use which one in your agency hiring process.

#disc #hiring#behavioral-assessment#values-assessment#team-composition #producer-hiring

Jun 11, 2026team

Build Producer Accountability Without Micromanaging

Stop confusing surveillance with accountability. A producer scorecard on a fixed weekly cadence drives performance without you hovering, because tracked numbers improve once the producer owns them.

#producers #accountability #performance-management #sales-management #agency-operations

Jun 9, 2026team

How to Let a Producer Go Without Wrecking Team Morale

A producer exit will not wreck morale; avoiding the call will. Your team already sees who is underperforming and is waiting to see whether you act.

#producer management#team morale#termination#agency leadership

Jun 4, 2026team

Should You Hire a Remote CSR? The Real Tradeoffs and Risk

Hire a remote CSR when you already have systems to manage someone you cannot watch, and skip it when you do not.

#csr hiring#remote work#agency operations #team management#csr retention

Jun 2, 2026market

What to Pay a New P&C Producer in 2026 (Real Math)

Entry-level producers average $32,977 in total comp, but the agencies winning talent build a draw-plus-commission structure worth far more in year one.

#compensation #producer-development #hiring #agency-math

May 29, 2026hiring

How Long Until a New Producer Actually Starts Paying Off?

A new producer is not profitable on the timeline most owners expect. Validation runs about three years. Here is the real curve and how to fund it without panicking at month nine.

#producers #validation #onboarding #agency-economics

May 28, 2026team

The 90-Day Onboarding Plan That Keeps New Producers

Only 29.8 percent of unvalidated producers ever reach validated status. The ones who make it had a plan that went further than a desk, a login, and a phone book.

#onboarding #producers #retention #training #team-building

May 27, 2026team

Captive Trained Your Agent. Now How Do You Keep Them?

You hired a captive-trained P&C agent and got a real seller with structured habits. Here is what separates agencies that keep them from those that train them for the next shop.

#retention #training #producers #hiring

May 26, 2026hiring

Pay Transparency Laws Hit P&C Job Postings in 2026

17+ states now require salary ranges in job postings. Here is what P&C agency owners must include when posting producer roles in 2026 and why it actually helps you hire.

#hiring #compensation #compliance

May 22, 2026hiring

What a Realistic Producer Validation Schedule Looks Like

A realistic validation schedule is a three-year scorecard, not a single revenue finish line. Here is what a producer should hit each year and which metrics actually tell you they are on track.

#producers #validation #onboarding #agency-economics

May 20, 2026hiring

Producer Goals: Set Activity Targets or Premium Numbers?

Set activity goals to drive premium goals, not instead of them. A producer controls activity; premium is the lagging output. Here is how to weight the two by stage and which numbers to actually track.

#producers #sales-management#goals#agency-economics

May 15, 2026market

When Should an Owner Stop Selling and Start Managing?

Stop being the agency's top producer the moment your personal selling caps growth instead of driving it. Here is how to spot the crossover and what to do with the hours you reclaim.

#agency-growth#leadership#producers #agency-economics

May 14, 2026team

Pay Your CSR $55K in 2026 or They Leave for Target

Target pays cashiers $24 an hour with benefits. If your licensed CSR is making $42K, you are not retaining talent, you are renting it. Here is what the 2026 numbers actually say.

#retention #compensation #csr #team

May 13, 2026team

How to Run a Weekly Producer Accountability Meeting

Run it on a fixed short agenda that reviews leading activity and ends in forward commitments, not a backward status recap.

#producers #sales-management #accountability #agency-economics

May 9, 2026hiring

The Solo Agent Guide to Making Your First Real Hire

Solo P&C agent making your first hire? Start with a CSR, not a producer. Here is the order, the budget math, and the signal your book gives when it is time.

#hiring#solo-agent#scaling #csr#first-hire#agency-growth

May 5, 2026hiring

Where to Actually Find P&C Producers (Not on Indeed)

Posting on Indeed and waiting is why most agencies cannot find producers. The ones worth hiring are never on the job board to begin with.

#producer recruiting#insurance hiring#talent sourcing#employee referrals#agency growth

May 1, 2026hiring

From Hiring Nightmares to Heroes: The Dudes Mailbag

Your hiring nightmares are common and fixable. The agencies that escaped did three unglamorous things instead of hunting for a clever trick.

#hiring #systems #insurance-dudes#mailbag

Apr 24, 2026team

How Beau Vincent Runs a Team Behind 13,000 Policies

Owners who think they must choose between a hard-driving team and one that sticks around are chasing a problem that is not real.

#team #culture#high-performance#insurance-dudes

Apr 17, 2026market

Hard Market: 83% of Agents Say Worst Ever. Survive It

Tough conditions widen the gap between operators, handing durable advantage to whoever keeps hiring and adding capacity while competitors hunker down.

#market#hard-market#survival#agency-operations

Apr 10, 2026market

Your Agency Is Worth Nothing Without You in the Chair

Owners spend years making themselves indispensable, then learn that is the exact trait that makes an agency hard to sell. A buyer pays for income that arrives after you leave.

#market#perpetuation#exit-planning#agency-value

Apr 3, 2026market

Only 6% of Agencies Use AI. Here Is What They Actually Did

The early movers on AI bought nothing exotic and hired no data team. They took one repetitive task off one person, proved it in a month, then repeated.

#market#ai#technology #agency-operations

Mar 27, 2026hiring

What a Bad Hire Actually Costs Your P&C Agency Book

Replacing a failed producer runs well past $85,000 for a mid-size agency once the draw, ramp time, squandered leads, and your own hours are added up.

#hiring #producers #agency-math

Mar 13, 2026hiring

The 70% Producer Failure Rate Is a Pattern, Not Luck

Most owners read a failed producer as a bad bet on a person. The numbers say the agency manufactured that failure before day one.

#hiring #producers #retention #onboarding

Mar 6, 2026hiring

Hire for Personality, Train for Skill: The Real Data

Screening resumes for years of experience optimizes for the one thing you can teach and ignores everything you cannot. Record-breakers often arrive green.

#hiring#sourcing#producers #culture

Feb 27, 2026hiring

What a $100K Producer Comp Plan Actually Looks Like

You can pay a producer six figures and still come out ahead, because a structured plan funds the salary from the book they build, not your margin.

#hiring #compensation #producers #agency-math

Feb 20, 2026hiring

5 Red Flags in a Producer's First 30 Days on the Job

Everyone says you cannot judge a producer hire until month six. You can actually tell by week two, once you know the five patterns that show up first.

#hiring #producers #onboarding #retention

Feb 13, 2026hiring

Stop Hiring Out of Desperation: A Clean 5-Step System

The instinct when someone resigns is to fill the seat fast. That scramble is exactly how you guarantee the next bad hire.

#hiring #systems #producers #insurance-dudes

Feb 6, 2026team

DISC Will Not Tell You Who to Hire. It Tells You How

DISC is the wrong tool for choosing who to hire and the right one for leading whoever you already brought on.

#team #disc #management#assessments

Jan 30, 2026team

The Year 5 to 10 Ops Wall That Breaks Your P&C Agency

Around year five your agency stops scaling and starts straining, and the reflex is to blame a CSR or hire another body. New people cannot rescue an undocumented machine.

#team #delegation#operations#agency-growth

Jan 23, 2026team

Your Best CSR Wants to Sell. Give Them a Path to It

The CSR who rounds accounts unprompted is already producing without the title or the pay to match. Give her a written path to the producer seat now.

#team #retention #csr#career-path

Jan 16, 2026hiring

90% of New Agents Quit Year One. Be the 10% Instead

It is easy to blame a brutal industry when nine in ten new agents wash out. The survivors are not tougher; they got what the rest never did.

#hiring #onboarding#new-agents#retention

Jan 9, 2026hiring

The Commission Split Quietly Killing Your Agency Growth

An above-market commission split with no production requirement quietly funds flat growth and high turnover. Reward what a producer writes, not whether they show up.

#hiring #compensation#commission#agency-math

Jan 2, 2026team

Gen Z Wants Culture and Flexibility, Not Pizza Parties

Vertafore's 2024 workplace report shows 50 percent of agencies are struggling to find candidates. The talent pipeline problem is not just a headcount issue. It is a messaging and culture problem.

#team #retention#gen-z#culture

Dec 26, 2025team

Why 69% of Your Team Is High-S and Why That Matters

Your instinct is to hire people like the ones already working out, which quietly builds an all-S team that runs smoothly and decides slowly.

#team #disc #hiring #team-composition

Dec 19, 2025team

The CSR Who Will Not Challenge a Prospect: DISC Case

After six years, she still will not introduce a product the client did not ask about. Most owners assume it is a motivation problem. DISC data says it is almost always something different.

#team #disc #csr#case-study

Dec 12, 2025team

When Experienced Hires Have Terrible Judgement at Work

You hired someone with 12 years in the industry and they still need a guardrail on every decision. That is a structure gap, not a lost cause.

#team #delegation #management#experienced-hires