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From Mortgages to Millions: How Matt & Randi Built a National Insurance Biz with AI & Community
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In this episode of The Modern Insurance Agent Podcast, we sit down with Matt Sullivan, who alongside his wife and former teacher Randi has grown a thriving national insurance agency now spanning 80+ licensed agents across 30+ states.
You’ll hear the full journey of how they:
- Transitioned from mortgages and public education to insurance entrepreneurship
- Replaced their full-time incomes and built residual income that provides real lifestyle freedom
- Leveraged social media marketing, Facebook groups, and centers of influence to scale
- Created local networking communities from Mompreneur meetups to golf + biz groups
- Are now using AI and automation tools to recruit, nurture, and support agents faster than ever
Whether you're a life insurance agent, agency owner, or just curious how to build a modern business with your spouse without losing your sanity this episode is packed with honest insights, real-life strategies, and tons of takeaways.
Topics Covered Include:
- Building a business with your spouse (the benefits and the challenges)
- Recruiting quality over quantity (and how they ditched Indeed for real relationships)
- Why organic marketing beats cold outreach
- How to create local referral groups that actually drive leads
- The role of AI tools like ChatGPT in creating scalable, repeatable systems
Connect with Us:
🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast
Join the Movement of Modern Insurance Agents!
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