A buddy of mine — Renata, runs a 6-producer independent P&C shop just outside Tampa — texted me at 9:47pm last August. Full panic mode. Her agency had jumped from 1,800 to 4,300 active policies in 22 months. The hybrid spreadsheet-plus-Outlook-folder duct tape that got her there finally cracked. Three renewals slipped past their effective […]
A former colleague of mine — Dean, an RIA principal running a 4-advisor shop just outside Raleigh — called me last March completely fried. His firm had jumped from $78M to $214M AUM in 26 months. The Excel-plus-Outlook duct tape that carried him through the early years had finally given out. He missed a client’s
Last fall, a friend of mine named Marisol — managing broker out of Houston — slid into my Slack with a message I’ve read about a hundred times by now. Her shop had jumped from 28 to 63 agents in 19 months. The CRM holding it together? A mid-market tool with three Zapier patches keeping
Last year a broker friend in Scottsdale called me. He was panicking. His team had jumped from 14 to 41 agents in 18 months, and the spreadsheet-plus-Gmail “system” they’d been running was bleeding leads like a busted pipe under the kitchen sink. His own count? About 32% of inbound buyer leads went cold inside 72
