The Blueprint to Building Your Own Insurance System

How Our Agents Build Their Own Office And Expand Their Team

with Bryson

Bryson shares his plans to expand his success system by opening a new office in Oklahoma while continuing to manage operations in Tampa. He explains how he’s bringing the same proven strategies, systems, and mentorship that drove results in Tampa back to his home state, helping more agents build high-performing businesses and achieve scalable growth.

Bryson’s Journey From 500 To Life Insurance Success

with Bryson

Bryson shares his journey from starting with just $500 to moving to Florida to chase his dream. His story demonstrates how faith, determination, and hard work can transform both life and business. Agents are inspired to pursue their goals with focus, persistence, and the belief that dedication can create real, lasting success.

$20K to $100K: The Roadmap for Life Insurance Agents and Agency Owners to Scale Fast

with William Rapp

William reveals how life insurance agents can scale from $20K–$50K months to multi-six- and seven-figure production through a complete ecosystem of marketing, automation, and advanced annuity training. His program shows why credibility, experience, and mentorship are key to building a sustainable agency. By combining Agent Lead Lab’s front-end systems that generate qualified opportunities with backend coaching from top annuity producers, William helps agents bridge the gap from sales to true business ownership — creating long-term growth, wealth, and independence.

Why Advanced Market Agents Need Personal Branding to Win High-Ticket Clients

with William Rapp

William teaches insurance agents and financial advisors how to build authority and elevate their brand in advanced market planning. His training reveals how perception shapes client trust and why affluent prospects expect the polish of full-scale financial firms. By mastering high-end marketing, professional branding, and strategic online presence, William helps agents attract qualified annuity and wealth clients — and see measurable gains in conversion and client quality through consistent brand positioning across ads, funnels, and content.

Get Annuity Marketing, Sales Training, and Keep 100% Commission

with William Rapp

William introduces the full partnership model that bridges Agent Lead Lab’s proven marketing systems with elite annuity sales coaching. This ecosystem takes agents from generating exclusive, branded leads to closing high-value annuity cases through mentorship from top producers. With access to live training, product education, carrier partnerships, and wealth management support, agents move beyond simply buying leads — they learn to build sustainable, seven-figure books of business. William’s message is clear: marketing systems create opportunities, but skill and coaching close the deal.

Use Omnipresence Marketing to Build Rapport & Close Deals Fast

with William Rapp

William shows agents and advisors how to combine branding and automation to dominate advanced market sales. His training explains how branded funnels, authority-driven video ads, and strategic positioning shape client perception before the first call — cutting rapport time and boosting conversions. Agents learn how to replace manual follow-ups with automated systems that keep prospects warm through email, text, and retargeting. By shifting focus from chasing leads to educating and closing, William helps advisors build scalable, high-converting businesses rooted in trust and efficiency.

From Captive to Independent: How to Grow as an Insurance Agent

with Ian Warkol

Ian shares how he first got into the insurance business through a family friend’s encouragement, starting out as a captive agent with AIG. After gaining valuable training in underwriting and scripts, he realized the limitations of only being able to offer one company. Within a few years, he pivoted to becoming an independent broker — buying his own leads, offering multiple carriers, and running his business like an entrepreneur. Ian explains how that shift gave him more control, more opportunities, and a long-term path to success.

From Buying Leads to Owning Your Marketing

with Giovanna Galeano

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.

From Mortgage Sales to Independent Insurance Producer

with Giovanna Galeano

Gio entered the insurance space in late 2022 after three years in the mortgage industry doing phone sales. In her previous role, she handled inbound and outbound calls, guided clients through financial profiles, and pitched mortgage options — a virtual, over-the-phone sales model that closely mirrors her current work. That experience made the transition into entrepreneurial insurance sales a natural fit.

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

The Agent Game Plan Starting with Mortgage Protection

with Austin Jones

AJ shares that the biggest lesson from the past three years is the importance of owning your marketing, technology, and systems. He explains that whoever controls these elements ultimately controls your income. By taking charge of his CRM, branding, and ad campaigns, he ensures his team gets the right quality leads and can pivot quickly when needed. This ownership mindset allows for true scalability and long-term stability, while relying on someone else’s systems keeps you dependent and limits growth.

Final Advice for Agents and Agency Owners

with Austin Jones

AJ explains his approach to empowering leaders, emphasizing scalability, duplication, and independence. Rather than holding back, he openly shares systems and strategies that can help leaders grow, knowing that only a few will fully implement them—and those who do will thrive. He values plug-and-play solutions that allow him to be hands-off while still giving his leaders the tools, support, and infrastructure to build large agencies. For AJ, putting leaders in position to succeed ultimately strengthens the entire organization.

Scaling from $10K to $30K+ Months

with Giovanna Galeano

Gio shares that before working with the team, she started her insurance career running six- to nine-month-old aged final expense leads—a grind that required heavy effort. By her third or fourth month, she hit her first $10K month, which motivated her to move into fresh, marketing-generated leads. She notes that while the industry still demands hard work, today’s technology and systems make the process far more efficient and scalable.

From Engineer to Insurance – Why I Switched Careers

with Raphnel V.

Raphnel shares how his background in engineering led him to pursue insurance for greater control over his career. Starting with mortgage protection and final expense in the field, he later transitioned to telesales and virtual sales. This shift prompted him to explore new systems, which ultimately helped him adapt and grow in the evolving insurance landscape.

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 Consistently Make 35k/month With Agent Lead Lab

with Tyler

Tyler shares how he scaled from $10K to $30K+ months using Agent Lead Lab’s Apex Ownership Package. He discusses lead strategy, efficiency hacks, and the benefits of owning his lead system to reduce costs and grow his agency. A must- watch for agents looking to scale!

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.

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.

Take control of your business

with Shaqueena

Shaqueena encourages agents to be patient and trust the process,

recognizing that while not everything is in Trey’s control, the system is worth the investment. She emphasizes taking ownership of your business, being willing to take risks, and believing that working with Agent Lead Lab will pay off.