Episodes

149
July 30, 2026

How Top Insurance Agencies Stand Out in a Crowded Market

Host Callan Harrington pulls together some of the best moments from The Insurance Growth Lab, featuring Ryan Hanley, Matt Naimoli, Curtis Barton, and Patrick McBride. The theme is simple. In a crowded broker world, the top agencies find ways to create real separation, and this episode breaks down exactly how they did it. Ryan explains why every leader needs a personal brand and how content fills the trust gap before a prospect ever talks to you. Matt shares the story of custom bobbleheads sent ...
148
July 9, 2026

How Diane Brickner Grew Peace Hills Insurance From 3 Employees to $500M in Premium

Host Callan Harrington sits down with Diane Brickner, Retired President and CEO of Peace Hills Insurance, to break down how a company with no profit for its first 10 years became consistently profitable for more than three decades. Diane shares the unlikely story of how Peace Hills started from three people, an idea, and a dormant insurance charter to become a company with over 350 employees and half a billion in annual premiums. Diane explains why she walked away from a rising career at Royal ...
147
July 2, 2026

The 3 Moves Separating Elite Insurance Brokers from Everyone Else with Callan Harrington

Host Callan Harrington takes the mic solo in this episode to break down what separates the elite insurance brokers from everyone else. After 40 episodes of the Insurance Growth Lab, Callan pulled out the three themes that consistently show up among the top performers and turned them into practical takeaways you can apply to your own business. The conversation digs into how the best brokers find untapped markets that let them avoid head-to-head competition, using Matic Insurance and its move int...
146
June 18, 2026

How Travis Hedge Built an AI-Enabled Brokerage at Vouch Insurance

Callan Harrington sits down with Travis Hedge, Co-Founder and CEO at Vouch Insurance, to explore how his company became an AI-enabled brokerage generating 73 NPS scores and $200M+ in funding. The conversation dives into Vouch's transformation from primarily a carrier to exclusively a brokerage business and how that shift unlocked new opportunities for AI integration. Travis shares specific examples of AI workflows his team has built, from automated renewal proposals to real-time coaching system...
145
June 11, 2026

How Scott Tannas Turned One Small-Town Agency into a $775M Exit

Host Callan Harrington sits down with Scott Tannas, Chairman of Western Investment Company and Canadian Senator, to explore how he transformed a single small-town insurance agency into a massive enterprise. Scott shares the remarkable journey of growing Western Financial Group's stock price by 1038 percent, ultimately leading to a $775 million acquisition in 2017. Scott walks through his methodical approach to acquiring insurance agencies across small-town Western Canada, starting with just $10...
144
June 4, 2026

Chad King's M&A Strategy That Grew King Risk Partners to $125 Million

Host Callan Harrington sits down with Chad King, Chairman and Founder of King Risk Partners, to explore how he transformed a 6-person family agency into a $125 million powerhouse with over 600 employees. Chad shares the pivotal lesson from his father about keeping your word that became the foundation of his business philosophy, from driving through hurricanes to close deals to building authentic relationships that differentiate King in the competitive M&A landscape. Chad reveals his unconventio...
143
May 28, 2026

How Rollo Insurance 5X'd in 5 Years Without a Niche or Outside Capital

Callan Harrington sits down with Jackson Rollo, President of Rollo Insurance, to explore how he became president at 24 and led the agency through 5x growth over 5 years without private equity backing. Jackson explains Rollo's unique philosophy of being a local generalist rather than pursuing industry niches, focusing on relationships and community connections over product specialization. He details their systematic approach to scaling culture across 250 teammates in 50 locations nationwide, inc...
142
May 21, 2026

How Brokers Can Become True Risk Advisors with Aclaimant President David Wald

Callan Harrington sits down with David Wald, President and Co-Founder of Aclaimant, to explore what it truly means to become a risk advisor in today's insurance market. David shares the unexpected origin story of Aclaimant and its growth trajectory to tracking billions of dollars in claims annually and serving thousands of companies. The conversation dives into the practical aspects of becoming a true risk advisor rather than just a rate-shopping broker. David outlines the three key components ...
141
May 14, 2026

Chris Paradiso's Retention System Every Insurance Agency Needs

Host Callan Harrington sits down with Chris Paradiso, owner of Paradiso Financial and Insurance Services, to dive into the retention strategies that form the foundation of real agency growth. Chris shares how his 50+ employee agency learned the hard way that retention is everything when their numbers dropped nearly 10% after getting lazy with client communication during COVID. Chris breaks down his systematic approach to client retention, from the 60-day renewal process to the three-attempt pho...
140
May 7, 2026

How Lyndon Block Built 7 Insurance Brokerages Through Community Building

Callan Harrington sits down with Lyndon Block, President & CEO of Block's Agencies, Prairie Insurance, Mello Insurance, and Rosthern Agencies, to explore his unconventional path to building 7 insurance brokerages across Saskatchewan. Lyndon shares how a chance encounter with marketing expert Chris Paradiso at a conference sparked a relentless pursuit of digital marketing mastery that changed everything. After being called out for doing "nothing" with his marketing efforts, Lyndon's persistence l...
139
April 30, 2026

How Curtis Barton Built Alkeme into a $2B Insurance Powerhouse

Curtis Barton didn't take the traditional path to building a large platform agency. He convinced six agency owners to merge their businesses, raise private equity capital together, and build something that had never been done in the industry. Alkeme is now ranked 21st on the Insurance Journal top 100, with over $2 billion in premiums written, $122 million in EBITDA, and 83 acquisitions completed. Callan Harrington sits down with Curtis to break down how Alkeme was built from the ground up, why ...
138
April 23, 2026

Breaking Down Modern Claims Operations with Snapsheet President Andy Cohen

Callan Harrington sits down with Andy Cohen, President and COO of Snapsheet, to dive into why claims operations represent the biggest opportunity left in insurance, and what it actually looks like when carriers get it right. Andy brings perspective from both the carrier side and Snapsheet's work with over 180 carriers, including 16 of the top 20 P&C carriers. Andy covers why loss adjustment expenses have barely moved even as premiums have surged, what modern claims operations actually look like...
137
April 16, 2026

What Top Insurance Producers Do Differently with Paul VanderMarck

Host Callan Harrington sits down with Paul VanderMarck, Chief Technology and Innovation Officer at SageSure, to explore what the best insurance producers actually do differently, and why a softening market is about to make that question impossible to ignore. Paul shares how top producers navigate the shift from a supply-constrained hard market to one where competition on price is back, and carriers are getting aggressive. He walks through a real example of how an admitted policy with full repla...
136
April 2, 2026

Kyle Nakatsuji on What the Future of AI in Insurance Actually Looks Like

Host Callan Harrington sits down with Kyle Nakatsuji, CEO and Founder of Clearcover and Dearborn Labs, to explore how AI is reshaping insurance from the ground up. Kyle shares his unconventional path from persistent business school dropout to insurance entrepreneur who raised over $500 million and built technology capable of processing claims in 7 minutes. The conversation dives into Kyle's decision to launch Dearborn Labs, essentially bringing a decade of hard-won AI deployment lessons to carr...
135
March 26, 2026

How Matt Naimoli Built a Referral Network with 1300 Custom Bobbleheads

Matt Naimoli went from college baseball player to building one of the fastest-growing insurance agencies in America using an unconventional $10,000 bobblehead campaign. What started as a networking attempt became a systematic referral machine generating 500 warm leads monthly with a 75% closing ratio. In this episode, Callan Harrington sits with Matt to break down the exact process behind the campaign that helped his agency capture 7% of all new home sales in Massachusetts. He reveals how they ...
134
March 20, 2026

Jim Waterwash's Playbook for Retaining Clients After an Agency Acquisition

Host Callan Harrington sits down with Jim Waterwash, Partner at INSocial Risk Advisors, to get into the details behind their 90%+ retention rate across 5 agency acquisitions, as well as the hard lessons that got them there. Jim traces the arc from running a fully digital agency selling 100% over the phone, to building a traditional operation with 20+ employees, $20M+ in premium, and a repeatable acquisition playbook. The insight that changed everything: the challenge of retaining a client you'v...
133
March 12, 2026

How Jeff Snyder Built Matic to 750K Leads Through Loan Servicing Partnerships

Callan Harrington sits down with Jeff Snyder, President of Matic, to break down how an “unqualified” first employee built one of the most successful embedded insurance platforms in the mortgage servicing space. Jeff shares the unconventional strategy behind generating 750,000 leads annually by focusing on loan servicing rather than origination, targeting 65 million outstanding mortgages instead of the typical 4 to 6 million new home loans. Jeff walks through the three distinct phases of scaling...
132
Feb. 26, 2026

How Eric Roberts Built the Cross-Sell System Behind His $20M Agency

Callan Harrington sits down with Eric Roberts, owner of My Insurance Group, to break down the systematic approach behind building a $20 million agency that generates 270 new inbound leads monthly without any cold calling. Eric brings a unique perspective to insurance sales, having spent 15 years on the claims side doing water and fire restoration before transitioning to agency ownership. The conversation dives into Eric's cross-sell engine, which has more than doubled his policies per household...
131
Feb. 19, 2026

How Eddie Knezevich Built a Lead Machine Through Continuing Education Webinars

Callan Harrington sits down with Eddie Knezevich, President & CEO of NLF Partners, to break down the continuing education lead generation system that transformed his wealth management practice. Eddie shares how he built a machine that generates 2000 qualified leads monthly without relying on friends and family networks or traditional cold calling. Eddie walks through his journey from hosting 3-person events in Newark, Ohio to running virtual webinars with 2500 attendees across multiple states. ...
130
Feb. 12, 2026

How Patrick McBride Built an Insurance Agency Targeting Harley Davidson Owners

Host Callan Harrington sits down with Patrick McBride, founder of The McBride Agency, to explore his unconventional approach to building a successful independent insurance agency. Patrick shares how he transformed his personal passions for motorcycles and cycling into profitable niche markets, targeting high-value clients who own expensive Harley Davidson motorcycles and premium bicycles. Patrick dives into his creative marketing strategy to reach motorcycle enthusiasts and discusses the import...
129
Feb. 5, 2026

How Andy Harbut Scaled a Niche Insurance Brokerage in One Year

Callan Harrington sits down with Andy Harbut, Co-Founder of NewCo Risk, who built a multi-million dollar insurance brokerage in just one year after leaving the big brokerage world. Andy shares how he and his partner, Josh, carved out their own path, focusing on search fund clients and lower middle-market private equity deals. With 75% of their clients being entrepreneurs who bought their own businesses, Andy explains why this niche offers more personal satisfaction than working as a cog in a lar...
128
Jan. 15, 2026

Jennie Lyttle's Cold Calling Playbook for Insurtech Outbound Success

Callan Harrington sits down with Jennie Lyttle, Sales Director at Salt and one of the most skilled cold callers in insurtech. Jennie breaks down her most successful campaign ever, the “broker box” initiative at Beam Benefits that delivered over 300% ROI despite being launched without approval. She explains how she turned leftover Bluetooth toothbrushes from Beam's warehouse into a powerful lead generation tool that forced the company to hire additional sales reps to handle demand. The conversat...
127
Jan. 8, 2026

Clinton Houck's Framework for Driving Non-Core Product Adoption

Callan Harrington sits down with Clinton Houck, VP of Insurance and Distribution at Fair, to explore how to successfully drive adoption of non-core products within P&C insurance agencies. Clinton brings serious insurance experience from every angle, having worked as an underwriter at State Farm, owned his own agency, and held leadership roles at multiple insurtech companies. Clinton reveals Fair's systematic approach to breaking through the traditional home, auto, and umbrella offering stack th...
126
Dec. 18, 2025

How Caleb Cramer Used Webinars to Scale AgencyZoom to Thousands

Callan Harrington sits down with Caleb Cramer, Chief Revenue Officer at LAUNCH, to break down the exact group demo process that helped AgencyZoom onboard thousands of agencies to their CRM product. Caleb shares his experience working across insurtech, agency networks, and service businesses, explaining why he believes the insurance industry attracts people who want to help others despite lacking the technology tools other verticals take for granted. The conversation dives into the tactical deta...