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Watch the full episode on YouTube: HERE

What’s in this episode:
If you’ve ever wondered how a military mindset can transform an insurance agency, this episode delivers the blueprint. Victor Magnus shares the exact pivots, retention systems, and leadership principles that helped him build a high-performing agency in a town of just 2,000 people. From disciplined hiring to tiered retention and community-based selling, Vic breaks down the tactical steps any agent can use to win—no matter the size of your market.

[00:00] Why insurance feels miserable as a “job”
[01:00] Meet Vic: veteran + small-town high performer
[04:00] Building the right team from day one
[06:30] Hiring producers with built-in community trust
[09:00] The culture advantage: flexibility, trust & development
[12:00] Vic’s tier-based retention system
[15:00] IFRs + real human touch = long-term retention
[17:00] Needs-based selling done right
[19:00] How the Financial Foundation changed Vic’s process
[25:00] Military leadership applied to agency growth
[34:00] Why relationship selling still wins
[42:00] Community involvement as a growth strategy

BOOK A DEMO– Agency Coach AI Learn More: Let's Chat https://agencycoachai.com

The first 24/7 AI sales coaching platform built for insurance pros. Real-time grading, role plays, and coaching that help producers close more deals.

TEXT MICHAEL DIRECTLY
Have a question or want to talk to Michael directly? It’s really him, not a robot. Text “BUZZ” to (816) 727-7610

FREE 7-Day Demo – Weaver Sales Academy
Try it: CLICK HERE

Tools + Free Resources
https://www.weaversa.com

Connect with Michael Online
LinkedIn: linkedin.com/in/michaelweaverwsa
YouTube: @michaelweavertraining
Facebook: facebook.com/themichaelweaver
Instagram: @michaelweaver

Want AI to coach your team daily and grade every call? 👉 Book Your Agency Coach AI Demo: BOOK NOW

Watch the full episode on YouTube: HERE

What’s in this episode:
The biggest threat to your agency isn’t price—it's the fact that your customers now expect Amazon-level communication and Disney-level experience. In this episode, Courtney breaks down how AI is becoming the single most powerful tool for increasing retention, tightening up your service process, and eliminating the follow-up failures that cost agents money every month. If you want to deliver faster service, win more policies per household, and build an agency that clients never want to leave, this episode shows you exactly what to implement.

[00:00] Why customers compare you to Amazon, Netflix, and Disney
[01:00] The real reason clients leave your agency
[01:45] How AI creates instant, personal, automated experiences
[02:30] Using recommendation AI to increase PPH
[03:00] Decision AI: flagging customers at risk before they leave
[03:40] Vision AI in claims and why speed = loyalty
[04:20] Why empathy (not AI) is still your competitive advantage
[05:00] How to build a retention system using automation
[06:00] Your assignment: upgrade your customer journey with AI
[06:45] Final thoughts on preparing for 2026 and staying ahead of the curve
[07:10] Why your time and attention are your greatest assets

BOOK A DEMO– Agency Coach AI Learn More: Let's Chat https://agencycoachai.com

The first 24/7 AI sales coaching platform built for insurance pros. Real-time grading, role plays, and coaching that help producers close more deals.

TEXT MICHAEL DIRECTLY
Have a question or want to talk to Michael directly? It’s really him, not a robot. Text “BUZZ” to (816) 727-7610

FREE 7-Day Demo – Weaver Sales Academy
Try it: CLICK HERE

Tools + Free Resources
https://www.weaversa.com

Connect with Michael Online
LinkedIn: linkedin.com/in/michaelweaverwsa
YouTube: @michaelweavertraining
Facebook: facebook.com/themichaelweaver
Instagram: @michaelweaver

Want AI to coach your team daily and grade every call?
👉 Book Your Agency Coach AI Demo: HERE

Watch the full episode on YouTube: HERE

What’s in this episode:
If you’re still relying on once-a-week role-play sessions, rushed morning meetings, or gut-feel coaching…you’re already behind. In this episode, Courtney breaks down why AI is the competitive edge that will separate top-tier agencies from the ones who get left behind.

You’ll learn how AI transforms sales coaching, fixes the accountability gap, analyzes every call with accuracy, and gives your team 24/7 access to a world-class practice partner. If you want to write more premium, onboard faster, and finally get consistent team performance, this is the episode to take seriously.

[00:00] AI is the advantage top agents are using
[00:30] Why teams don’t get enough practice (and why it costs you)
[01:00] The accountability gap: 90% of training is forgotten
[01:40] How lack of coaching leads to 20% underperformance
[02:30] Where money is slipping through your agency
[03:00] Speech AI: real-time transcription & call clarity
[03:20] Language AI: spotting trends, missteps, rapport, and cues
[03:40] Decision AI: scoring calls & identifying strengths/weaknesses
[04:20] Why weekly role play is no longer enough
[04:50] AI as your team's 24/7 assistant coach
[05:20] For new agents: speed to confidence and speed to production
[05:40] The Agency Coach AI platform explained
[06:20] How daily micro-practice builds unstoppable sales reps
[06:45] Weekly action plan to get better starting today
[07:20] Why AI won't replace great leaders—but will multiply their results
[07:50] Final thoughts and what’s coming in Part 3 of the AI series

BOOK A DEMO– Agency Coach AI Learn More: Let's Chat https://agencycoachai.com

The first 24/7 AI sales coaching platform built for insurance pros. Real-time grading, role plays, and coaching that help producers close more deals.

TEXT MICHAEL DIRECTLY
Have a question or want to talk to Michael directly? It’s really him, not a robot. Text “BUZZ” to (816) 727-7610

FREE 7-Day Demo – Weaver Sales Academy
Try it: CLICK HERE

Tools + Free Resources
https://www.weaversa.com

Connect with Michael Online
LinkedIn: linkedin.com/in/michaelweaverwsa
YouTube: @michaelweavertraining
Facebook: facebook.com/themichaelweaver
Instagram: @michaelweaver