Insurance Agency Success
Insurance Agency Success
Podcast Description
Welcome to the Insurance Agency Success Podcast — the go-to show for independent insurance agency owners who want to grow their business, streamline operations, and create a business they actually enjoy.
Hosted by Eddie Price, founder of Jenesis Software and agency owner with over 30 years of experience, this podcast is packed with proven strategies, success stories, and real-world insights to help you build a high-performing agency that doesn’t burn you out.
Eddie got his start in insurance back in 1989. Since then, he’s started, bought, sold, and scaled multiple agencies—and helped hundreds of other owners do the same. In 1999, he founded Jenesis Software, an agency management system designed specifically for independent insurance agents. Built by an agent, for agents, Jenesis helps you save time, simplify your workflows, and scale your business without sacrificing client service or quality of life.
Each week on the podcast, you’ll hear from real agency owners and industry experts who are successfully navigating the same challenges you face: staffing, marketing, retention, automation, technology, profitability, and more. Whether you’re a solo agent or leading a growing team, this show is here to equip you with the tools and mindset you need to thrive.
If you’ve ever asked yourself…
How can I grow my agency without working longer hours?
What systems do successful agency owners use to stay organized?
How do I get my team to perform consistently?
What should I automate vs. outsource?
Which agency management system will truly support my goals?
...then you’re in the right place.
Eddie’s approach is practical, no-fluff, and focused on helping you make smart, sustainable moves in your agency. His passion is helping agents succeed not just financially, but personally—because you deserve to enjoy the business you’ve built.
Want to simplify your operations and scale with confidence?
👉 Visit jenesissoftware.com and click the orange button to book your free demo. See how Jenesis can help you work smarter, serve better, and finally feel in control of your business.
Follow the Insurance Agency Success Podcast and get ready to grow your agency, increase your freedom, and build something you’re proud of.
Podcast Insights
Content Themes
The podcast covers various themes pertinent to insurance agency owners, including business growth strategies, staffing challenges, automation, and technology integration. Episode examples include an exploration of organic growth without advertising, insights on acquiring other agencies, and guidance on achieving a work-life balance while navigating a competitive market.
Welcome to the Insurance Agency Success Podcast — the go-to show for independent insurance agency owners who want to grow their business, streamline operations, and create a business they actually enjoy.
Hosted by Eddie Price, founder of Jenesis Software and agency owner with over 30 years of experience, this podcast is packed with proven strategies, success stories, and real-world insights to help you build a high-performing agency that doesn’t burn you out.
Eddie got his start in insurance back in 1989. Since then, he’s started, bought, sold, and scaled multiple agencies—and helped hundreds of other owners do the same. In 1999, he founded Jenesis Software, an agency management system designed specifically for independent insurance agents. Built by an agent, for agents, Jenesis helps you save time, simplify your workflows, and scale your business without sacrificing client service or quality of life.
Each week on the podcast, you’ll hear from real agency owners and industry experts who are successfully navigating the same challenges you face: staffing, marketing, retention, automation, technology, profitability, and more. Whether you’re a solo agent or leading a growing team, this show is here to equip you with the tools and mindset you need to thrive.
If you’ve ever asked yourself…
How can I grow my agency without working longer hours?
What systems do successful agency owners use to stay organized?
How do I get my team to perform consistently?
What should I automate vs. outsource?
Which agency management system will truly support my goals?
…then you’re in the right place.
Eddie’s approach is practical, no-fluff, and focused on helping you make smart, sustainable moves in your agency. His passion is helping agents succeed not just financially, but personally—because you deserve to enjoy the business you’ve built.
Want to simplify your operations and scale with confidence?
👉 Visit jenesissoftware.com and click the orange button to book your free demo. See how Jenesis can help you work smarter, serve better, and finally feel in control of your business.
Follow the Insurance Agency Success Podcast and get ready to grow your agency, increase your freedom, and build something you’re proud of.
What mindset and actions do you think are most important when launching an agency from the ground up?
Mike McDaniel, owner of McDaniel Insurance Agency, began from a kitchen table with a single phone and family support led him toward a multi-million-dollar agency serving thousands today. Longevity, authenticity, and a deep commitment to service play pivotal roles in developing a reputation strong enough that most new clients arrive through word-of-mouth referrals and personal recommendations rather than just traditional marketing methods.
Don’t overlook the power of asking for referrals, tracking how clients discover your agency, and leveraging automation and modern website tools to streamline lead capture—while continuing to deliver a personal touch. Hiring staff who complement strengths and investing in community involvement sets agencies apart in competitive markets, while maintaining a healthy balance between hard work and personal fulfillment ensures sustainability and genuine enjoyment of agency ownership.
Overcoming Challenges in Insurance: Carrier Access, Referrals, and Building a Trusted Brand
(00:06:42) In the Weeds and Hustling Hard from Scratch
(00:17:28) Building a Referral Pipeline Beyond Incentives
(00:24:13) Challenges of Staying Competitive
(00:27:40) Unexpected Satellite Office Expansion
(00:38:14) Work-Life Balance: Agency Ownership Plus Fitness and Family
(00:43:11) Prayer, Ministry, and Insurance
“What I mean by visible is, I take a lot of my commercial policies, instead of mailing them, I take them and hand them to people. Sometimes they say, how in the world can you do that being an eight-million-dollar agency? Well, believe this or not, I get up at 5 o’ clock every morning, I’m here at my office by 6 o’ clock every morning, and I work to sometimes 6 and 7 at night, you know, and some people may not want to hear that.” – Mike McDaniel
Building a People-First Insurance Agency: Lessons From a 27-Year Journey
- The real definition of success for an independent insurance agency—and why reputation matters more than size.
- The biggest challenges new agency owners face (like finding carriers and getting customers) and how to overcome them.
- The role of genuine relationships, referrals, and customer service in driving long-term, sustainable growth.
- Why work-life balance, faith, and loving what you do are just as important as traditional business strategies.
Connect with Eddie Price and Jenesis Software:
LinkedIn: https://www.linkedin.com/in/eddierprice/
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753
Agency Management Software: https://www.jenesissoftware.com/
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/
YouTube: https://www.youtube.com/@JenesisSoftware
Connect with Mike McDaniel:
Email: [email protected]
McDaniel Insurance Agency: https://www.mcdanielinsuranceagency.com/
Disclaimer
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