A short YouTube clip (Chad Owen, uploaded May 28, 2025) advising insurance agents to take initiative and contact carriers directly—by phone or email—instead of relying solely on familiar intermediaries (e.g., marketers or a contact named Caleb). The speaker argues direct outreach can strengthen carrier relationships and speed up getting needed information or service.
But I think that generally speaking, it's a little bit easier for an agent to just shoot over an email to the marketer, their, you know, whoever it is that they're familiar with working with, and say, hey, will you do this thing for me? I don't want an agent to feel like, oh, they can only go through Caleb. And that's the only, you know, method or means that they have to get the work done. If you're willing to take initiative, you can actually get this information directly from the insurance company, strengthen that relationship too, and probably get what you're looking for faster. There were a few instances where I felt like, man, if these agents were willing to get out of their comfort zone of just talking to the person they know and actually get on the phone with the insurance company, call the insurance company, email the insurance company, they'll strengthen the relationship they have with that carrier and they'll probably get what they need a little bit faster.
Becoming an Expert is the BARE MINIMUM | 7 Figure Annuity Sales Podcast | Ep. 327
