What I Learned From Studying With the Best Marketing Minds (And the Best Clients) In the World

For almost five years, I signed my full-page ads in the trade mags, ā€œMichael Jans, The Bad Boy of the Insurance Agency.ā€

Not so much anymore. Iā€™m too many years away from being a boy. And, candidly, much of the maverick and unabashed approach to growth I taught in my early years has been adopted by the industry.

After 25 years, Iā€™m more of an elder, perhaps.

Brian Appleton, founder of The Insurance Agent Summit once introduced me to his audience as ā€œThe Godfather of Insurance Marketing.ā€

So, Iā€™m not bragging. Just reporting the news. Wink, wink. šŸ˜‰

That said, I have had a weird job for the last 25 years.

I guess nobody else wanted it. When the call went out, ā€œWho wants to spend the balance of their career understanding, advising, and facilitating organic growth for insurance agents?ā€ my hand went up.

Somehow, I missed the fine print: this is a new position.

Admittedly, a lot of what I taught was not passed down by whoever did this before me. There was no manual.

My job, it seemed, was to discover ā€œwhat worksā€ outside the industryā€¦

ā€¦then, find ways to synthesize and package it to fit the independent agency channel.

Some of it had an in-between step: test it. In blunter terms, find a client willing to put it in the marketplace. Measure it. Make sure it works.

That proved to be a killer process. Only the best of the best made it to the public domain. So what I know to work emerges from what I learned from the best marketing minds in the world - and the clients who trusted me to help them grow.

After 25+ years of doing just that, Iā€™ve drawn a few conclusions.

I can give you the briefest summary of a few of them here.

Choosing what to add and what to leave out challenged me. My criteria were:

Universality - things that apply to almost every situation and kind of agency. Personal lines, commercial lines, benefits, mixed; urban, rural, suburban. Iā€™ve had clients in five continents, so Iā€™ve seen a breadth of applications.

Leverage - strategies and behaviors that lend to high leverage growth, where the output is dwarfed by the input. Iā€™m particularly interested in helping agencies SCALEā€”at a rate they choose. Incremental is for someone else. (My definition of scale is 25.89% annual growth. The number you need to 10X in 10 years.)

Strategic - perhaps the space confines me to big statements. Ironically, the more tactical the behavior, the more space it takes to explain it. How to write a headline, for example, could easily require ten pages. Or a book. Strategy is the locomotive of a great big change, so letā€™s start there.