Andrew Filar 🚀

Chief Executive Officer

10,000 Hours of Lead Management experience | Growing to $100million in Insurance premiums | Helping Small-Business Owners scale through outbound sales |

How did I grow my agency from $0 to $45 Million in 7 years? 

Through a combination of intentional outbound selling and data-influenced approaches to marketing. 

The method is simple. Not easy. 

Now I'm helping other small business owners do the same. 

Want to scale rapidly?

Curious about what it looks like to work with me? 

Shoot me a DM!

Managing Partner/CEO

•	Provide exemplary employee-experience for 50+ people in a fully remote environment  
•	Negotiated prices and terms on seven acquisitions of Allstate Agencies
•	Grew from $0 to $32,000,000 in Annual Premiums in 5 years

Andrew Filar

Sooner or later you're going to have a compliance problem in your insurance agency. 

All agency owners go through it. Some producer goes rogue, cuts corners, and wreaks havoc in your agency.

It's a punch in the gut.

Last week a friend reached out for help dealing with a non-compliant producer.
I've been there, and I know how it feels. It was a horrible experience, but it helped me develop an action plan for these types of situations that can be implemented and executed on swiftly.

This is the action plan I shared:

1. Stop the bleeding - Remove access immediately and terminate employment if appropriate.
2. Audit the policies - Every policy they've ever written needs to be looked at and reviewed.
3. Document everything - Keep a paper trail of everything you find.
4. Develop a new protocol - Put systems/checks in place to prevent from happening again
5. Proactive Communication - Reach out to your carrier reps and the state insurance dept (if necessary) to share what happened + new protocols.
6. Retrain the team on compliance AND culture.

Mistakes happen, and by being proactive and communicative you signal that it WAS a mistake, not something more sinister.

When people cut corners, it always catches up with them.

Sooner or later we all deal with someone in our agency that doesn't do things the right way.

The key is what we do AFTER the problem and how we respond to it.

So take this advice: Have a compliance protocol, document it, and train on it.
Always here to help!

10,000 hrs lead management | P&C Agency Coach for Owners | 30+ agencies coached | Built $45M book | Structure • Math • Accountability

With over two decades of professional experience, my core competencies in Customer Relationship Management (CRM) and process improvement have defined my career. At Shape Software, my mission is to leverage CRM expertise to optimize client engagement and drive growth. My approach is grounded in a deep commitment to every lead's story, reflecting a belief in the transformative power of personalized lead management. This dedication not only aligns with Shape's mission but also enriches the culture with a unique perspective on customer-centric strategies.

As a senior advisor at STRATMOR Group, my role involves synthesizing mortgage industry data to provide actionable insights that catalyze organizational change. My ability to navigate complex industry dynamics is complemented by analytical skills honed over years of consulting, culminating in the development of a bestselling book that's reshaping the approach to lead management in the mortgage sector. This recent endeavor encapsulates my commitment to innovation and the empowerment of professionals in making informed, impactful decisions.

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taplio

The Battle

Andrew Filar

Scott Payne

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Andrew Filar's LinkedIn Performance

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