Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe
Daniel Metcalf and Mike Stromsoe
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About This Podcast
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.
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Recent Episodes
Episode 309: You’re Not Behind. You Just Can’t See It.
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…
S1E308 Episode 308: Clarity Over Speed: The Key to Scaling Insurance Agencies
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…
Episode 307: The UPPOnyx Agency Operating System
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…
S1E306 Episode 306: D’s Get The Greens with Justin Goodman of Total CSR
Training and leadership are still the two biggest constraints holding independent insurance agencies back. In this episode, I sit down with Justin Goodman to talk about how agencies can finally solve…
S1E305 Episode 305: Imagine ….
If you want more out of life and business next year, it starts with becoming more of who you’re capable of being. In this solo episode, I share the exact year-end framework I’ve used for decades to…
S1E304 Episode 304: Price Guarantee for Insurance Premiums Using Data and Tech with Dylan DiMarchi
Predictability is becoming one of the most valuable advantages in today’s insurance market, and data and technology are finally making it possible. In this episode, I sit down with Dylan DiMarchi,…
S1E303 Episode 303: Scale Like Never Before
Scaling an agency requires clarity, intentionality, and the courage to focus on what truly drives growth. In this episode, I share the mindset and systems used by top independent insurance agencies…
S1E302 Episode 302: Unleash Your Team’s Secret Weapon to Scale Your Business with Ashley Harwood
The most powerful advantage in your agency might not be what you think—it’s understanding how your people work best. In this episode, I sit down with Ashley Harwood, entrepreneur, national speaker,…
S1E301 Episode 301: How Your Team Takes Ownership For Their Agency Role with Joel McKinley
The fastest-growing agencies aren’t just built on strategy—they’re powered by accountability. In this episode, I sit down with Joel McKinley, our Director of Accountability at UPP and a 20-year U.S.…
S1E300 Episode 300: Lead Your People to Greatness and More Money with Natty Lewis
True leadership isn’t about tasks—it’s about unlocking the greatness inside your people. In this episode, I talk with Natty Lewis, an entrepreneur who has built and sold seven companies and now leads…
S1E299 Episode 299: Roadmap to AI Freedom and Success with Daniel Metcalf
The agencies that will win in the future are the ones embracing AI today—and Daniel Metcalf is laying out the roadmap. In this episode, I talk with Daniel about how generative AI and automation are…
S1E298 Episode 298: Smart Agents, Smarter Back Office with Chris Paradiso
The smartest agencies aren’t just selling insurance—they’re reimagining how every back-office process works. In this conversation with Chris Paradiso, I explore how he’s using AI and automation to…
S1E297 Episode 297: Easier Money in Your Bank Account with Ray Huang of Canopy Connect
The fastest way to lose a prospect is friction, and Ray Huang is helping agents eliminate it for good. In this episode, I sit down with Ray, Head of Growth at Canopy Connect, to explore how their…
S1E296 Episode 296: Your Online Presence
Diving into the crucial topic of why you MUST monitor your online presence. From branding essentials to cutting-edge tools, Mike shares invaluable tips to help you enhance your brand identity and…
S1E295 Episode 295: Building an AI-First Agency with Erik Jensen
The future isn’t coming—it’s already here, and it’s AI-first. In this powerful conversation with Erik Jensen, I uncover what it really takes to build an agency from the ground up with automation,…
S1E294 Episode 294: Accelerating the Speed of Trust with Ryan Hanley
When trust becomes your agency’s fastest growth lever, the game changes—and Ryan Hanley is here to prove it. In this episode, I talk with Ryan about his journey from agency owner to tech innovator…
S1E293 Episode 293: Harnessing AI for Growth with Daniel Metcalf
When a speaker leaves an entire room buzzing, you know they’re onto something powerful—and that’s exactly what happened when Daniel Metcalf shared his insights at our Grand Mastermind. In this…
Episode 292: 70% FREE Time Efficiency for Your Team with Carl Ziade of Gaya.ai
When quoting time drops from ten minutes to two, you don’t just save time—you transform how your agency operates. In this episode, I sit down with Carl Ziade, co-founder of Gaya.ai, to explore how…
Episode 291: AI Coworkers for Your Agency with Vishal Rohra
When someone on stage says your bots are already outdated, you sit up and listen—and that’s exactly what happened when I heard Vishal Rohra speak. His message about AI coworkers being the future of…
S1E290 Episode 290: Power of Three Book Unleashed
Sometimes, one sentence from someone you love can shape your destiny. In this special episode, I share the deeply personal story behind my new book, The Power of Three. Inspired by a message from my…
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Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe has published 309 episodes since February 2018, covering topics in Business, Careers.
Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe is currently highly active with new episodes weekly. Average episode length is 32m.
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