Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe Titelbild

Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe

Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe

Von: Daniel Metcalf and Mike Stromsoe
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Scale Your Insurance Agency Podcast is the executive-level show for independent insurance agency owners who are done with fragmented systems, inconsistent producer performance, and being the “glue” holding everything together. Each episode delivers straight, operator-grade insight on how top agencies create predictable growth by installing a unified operating system across leadership, sales, and automation—so the agency runs without constant owner rescue.

Hosted by Daniel Metcalf & Mike Stromsoe and built for the ONYX-caliber operator, we focus on the real levers that move an agency from “successful but maxed out” to strategically led, system-driven, and scalable—including the Time Dividend (10–15 hours recovered), Private Profit Dashboard visibility, workflow automation, team adoption, and revenue engines that actually stick.

If you’re a growth-minded agency leader (typically $3M–$10M+ revenue with a team that’s ready to execute), this is your weekly edge: leadership alignment, AI & automation that reduces friction, retention and cross-sell expansion, and the discipline to collapse years of progress into months - without burning out your people.

© 2026 Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe Erfolg im Beruf Marketing & Vertrieb Ökonomie
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  • You’re Not Behind. You Just Can’t See It.

    You’re Not Behind. You Just Can’t See It.
    Feb 21 2026

    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.

    Chapters:

    00:00 Unlocking Potential in Insurance Agencies
    03:11 Visibility: The Key to Progress
    05:51 AI in Insurance: The Current Landscape
    08:51 Predictive Analysis: Looking Ahead
    12:03 Overcoming Fragmentation in Growth
    15:12 Leadership and Structure in Scaling Agencies
    17:59 The Role of Technology in Agency Growth
    21:01 Final Thoughts and Future Opportunities
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    24 Min.
  • Episode 308: Clarity Over Speed: The Key to Scaling Insurance Agencies

    Episode 308: Clarity Over Speed: The Key to Scaling Insurance Agencies
    Feb 7 2026

    In this conversation, Daniel Metcalf and Mike Stromsoe discuss the critical importance of clarity over speed for independent insurance agencies looking to scale.

    They share insights from their experiences, emphasizing that moving quickly without a clear plan can lead to wasted resources and a reactive culture. The discussion covers the costs of rapid hiring, the pitfalls of adopting new technology without a strategy, and the necessity of having systems in place to support growth. They also highlight the importance of clear communication and leadership in building a proactive culture and preparing for exponential growth.

    Chapters

    00:00
    The Importance of Clarity in Scaling Insurance Agencies

    02:53
    Lessons from Experience: The Dangers of Speed

    05:45
    Creating a Proactive Culture

    08:51
    The Cost of Going Fast: Hiring and Turnover

    12:08
    Navigating Technology: The Shiny Object Syndrome

    15:00
    The Role of Systems in Scaling

    18:05
    Defining Clarity: Mindset and Communication

    21:02
    Key Metrics for Clarity and Growth

    24:04
    Preparing for Exponential Growth

    27:08
    The Team Readiness Myth

    30:00
    Leadership and Communication: Building a Culture of Ownership

    33:04
    Final Thoughts: Simplifying for Success
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    45 Min.
  • Episode 307: The UPPOnyx Agency Operating System

    Episode 307: The UPPOnyx Agency Operating System
    Jan 24 2026
    Most agency owners don’t struggle because they lack effort. They struggle because they lack a system that scales with them. Hosted by Daniel Metcalf with Mike Stromsoe, this episode breaks down the UPP Onyx Agency Operating System and explains why growth stalls when operations, accountability, and leadership aren’t aligned. Together, they unpack the real structure […]
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    45 Min.
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