The Blueprint to Building Your Own Insurance System

From Top Producer to 8-Figure Builder

with Austin Jones

AJ shares his journey in the insurance industry, starting with six years in health insurance as a top producer before transitioning into life insurance. In his first year, he generated over $10 million in paid commissions to agents and $400K personally, later building another million-dollar business after starting over. He credits working with Tre and the team for helping him scale through leads, recruiting, CRM, and strategic pivots. AJ recalls making a $3K sale from his first few leads, immediately recognizing the system’s value and connecting Tre with his leadership team.

Agency Owner vs. Business Owner: The Real Shift

with Austin Jones

AJ explains the difference between being a life insurance agency owner and a true business owner. He says many agency owners are essentially glorified sales managers, still doing everything themselves. A real business owner builds structure—credit, funding, legal setup, investments—and an infrastructure of staff who can run the business without them. Success comes from delegating, focusing on personal strengths like training or talent development, and creating systems that allow the business to scale independently.

Branding, Ownership & CRM Control

with Austin Jones

AJ talks about the importance of branding and how it transformed his business from running generic insurance ads to building a recognizable agency identity. He explains that branding attracts the right people, creates long-term value, and sets you apart from others in the same company. A strong brand gives you ownership, pride, and a following that can continue to pay off even if you leave the industry years later. For him, it’s about creating something that’s truly yours—name, logo, and identity—that you’re deeply invested in.

Branded Leads vs. Generic Vendors: A Night and Day Difference

with Giovanna Galeano

Gio explains that running branded ads featuring herself and her agency instantly builds credibility and trust. Prospects recognize her from the video, know she’s the same person guiding them through the process, and understand she’ll be there for their family when the policy is needed most. She says this personal connection differentiates her from generic lead vendors, combats skepticism in an industry full of scams, and creates a consistent, trustworthy experience from the first ad to final policy delivery.

From Buying Leads to Owning Your Marketing

with Giovanna Galeano

Gio explains that the biggest change moving into months two and three with fresh leads was the higher intent and better quality from targeted social media marketing. Unlike buying aged leads from anonymous vendors with no support, working with this team offered personalized service, customizable ads, and open communication. She values the ability to tailor campaigns, understand the marketing process, and have ongoing guidance—creating a more reliable and effective lead flow.

From Monthly to Weekly $10K+ Production

with Giovanna Galeano

Gio shares that she leads from the front, running the same scripts and lead types she trains her agents on to create a fully duplicable system. In the past two weeks alone, she’s produced $13K one week and $9K the week before—all from these leads—while balancing team building and training. She notes that results vary week to week, but consistent wins come from a credible lead source, strong team support, and a willingness to follow a proven system.

The Coaching Blueprint for Agent Success

with Giovanna Galeano

The importance of our lead generation Ownership Package

with Tyler Green

Tyler Green discusses why he invested in Agent Lead Lab’s Apex Ownership Package, highlighting the long-term benefits of owning his own lead system. He explains how it reduces costs, supports his agency, and creates an additional revenue stream by helping other agents. His decision was a no-brainer for scaling his business and securing consistent, high-quality leads.

Getting Out The Lead Vendor Rat Race

with Patrick Esposito

In this interview, Patrick Esposito shares his journey of struggling with traditional lead vendors—spending thousands only to face unreliable results. He breaks down why most vendors fail to provide sustainable leads and the importance of working with real marketing experts instead of just buying leads.

IUL Lead Mastery Booking A Zoom Calls Pat Espo

with Patrick Esposito

Patrick Esposito breaks down his proven, low-pressure approach to booking IUL appointments. Watch as he role-plays a real conversation, showing how to build trust, educate prospects, and increase show-up rates—without sounding salesy.

The Pros & Cons to Apex Retainer

with Patrick Esposito

Patrick Esposito gets real about the first 30-40 days of working with our system—what went well, what took time, and why he stuck with it. If you’re looking for a quick fix, this isn’t it. But if you want a sustainable, long-term lead strategy, this insight is invaluable.

Building Trust And Closing Clients Consistently

with Steven Klompus

Steven Klompus shares how he builds trust, asks power questions, and adapts his approach to close more deals. Learn his simple yet effective process for better rapport, fewer objections, and higher conversions.

Why I Chose The 10k Apex Ownership Model For Myself

with Steven Klompus

Steven Klompus explains why he committed to the ownership model to build something sustainable for himself and future agents. He shares his mindset during the tough first two months, how he stayed committed despite early challenges, and the moment everything clicked. Now pulling $20K weeks, he breaks down why patience and belief in the process are key to long-term success.

Why Should Agency Owners Set Up a System for Their Agents

with William Rapp

William Rapp breaks down why agency owners need to start thinking beyond just teaching agents how to sell. He shares how setting up a full marketing system with Agent Lead Lab helped him scale his business, support his agents with branding, funnels, and ads, and ultimately save time while growing a stronger agency. If you're serious about building something long-term and helping your agents level up, this is a must-watch.

How To Succeed In Advanced Market Sales

with William Rapp

William Rapp shares how he went from selling final expense and IULs to writing over $10M a year in annuities. He breaks down the real path to advanced market sales — from learning the products, asking the right financial questions, and committing to self-education. If you're a life insurance agent looking to level up into IULs or annuities, this is a must-watch. No shortcuts, just strategy and real talk.

How Do I Convert More Leads, Optimize Ad Spend & Ensure Success

with William Rapp

Wondering what it’s like working with a marketing team like Agent Lead Lab? In this video, William Rapp breaks down what agents can expect month to month, especially those getting set up with weekly or monthly lead packages. He explains the reality of online leads, how to focus on the highest intent prospects, and the mindset required to win in this game. It’s all about staying busy, scaling smart, and reinvesting into your system to grow.

What’s the Best Way to Succeed with Agent Lead Lab

with William Rapp

Just getting started with Agent Lead Lab’s monthly lead pack? In this video, William Rapp shares exactly what mindset you need to succeed. He breaks down the role of the marketing team vs. your responsibility as an agent, why consistency and sales skill matter, and how to scale your business once you’re profitable. If you want to make the most of your leads, this is for you.

What’s the Best Schedule to Write $40K+ Per Month in Life Insurance

with William Rapp

William Rapp breaks down the exact schedule he followed to consistently write $40–50K/month as a solo life insurance producer. He explains the grind required in the beginning, why working long hours is necessary without systems, and how investing in the right marketing later helped him buy back his time. Great insight for any agent looking to scale fast and smart.