Sweat the Small Stuff: Lessons from Jimmy Fallon & Steven Bartlett for Insurance Agencies

passing Pen for signing

“Your job as an interviewer isn’t to lead—it’s to follow.”

That quote from Steven Bartlett hit me like a policy renewal notice with a surprise rate increase. Except in a good way.

Bartlett—host of the wildly successful podcast Diary of a CEO—was sharing the stage with Jimmy Fallon, recounting how he built a billion-stream podcast by obsessing over the tiniest details: the smell of the room, the music playing when the guest walked in, even CO₂ levels (yes, really).

And as I watched this conversation unfold, all I could think was:

This is exactly what great insurance agencies do.

Let me explain.

The Power of the Little Things

Steven’s team prepared a custom book of photos and quotes for Jimmy while the interview was happening. By the time Jimmy got to his car, he was in tears. That’s the kind of detail that makes an experience unforgettable.

Now think about your agency.

  • Do your clients feel that level of intentionality?
  • Are you doing the small things that make people go, “Wow, they actually thought about me”?

You don’t need to hand every client a photo album (though that would be memorable). But you can send a handwritten thank-you note. Or remember their dog’s name. Or give them a call on their birthday—not to sell something, but just to connect.

These aren’t gimmicks. They’re signals.

Signal vs. Noise: What Are You Communicating?

Steven talks about “signal vs. noise”—the idea that most of us are bombarded with distractions, but a meaningful signal breaks through.

In the insurance world, noise sounds like this:

  • “We quote multiple carriers.”
  • “Great customer service.”
  • “We’ve been in business since 1987.”

That’s all fine—but it’s noise unless you back it up with action and personality.

A signal is:

  • “I remembered you were closing on your house today—congrats again.”
  • “Here’s a coverage comparison you didn’t ask for—but I thought you’d appreciate knowing.”
  • “We noticed you had no cyber protection, and in your line of work, that could be devastating. Let’s fix it.”

It’s specific. It’s helpful. It’s human. It’s unforgettable.

The Peak-End Rule: Start and End Well

Bartlett also mentioned something called the Peak-End Rule—a psychological principle that says people remember the peak of an experience and the end more than anything else.

Insurance takeaway?

  • Make your first interaction smooth, warm, and memorable. (First quote, first policy, first welcome gift.)
  • Make your renewal process feel like a celebration, not a chore. (Renewal call, review, thank-you gift.)

Even if something went wrong in the middle, ending strong can redeem the whole experience. Most agencies focus on the sale. The best ones focus on the relationship.

When You Don’t Know the Client… Listen Anyway

One of the funniest stories Steven told was when he accidentally prepped for the wrong guest and had to wing an entire 3-hour interview. His first question?

“For anyone watching at home, if they don’t know who you are or what you do, can you tell them?”

It turned out to be one of the most downloaded episodes of all time.

The lesson?

You don’t always need the perfect script. You just need to listen.

Insurance agents often feel pressure to have the answers, the pitch, the talking points. But often, the most powerful thing you can do is ask a question—and really listen.

That’s where trust is born.

From the Kitchen to a Billion Downloads

Steven started his podcast in 2017… under his kitchen stairs… with a sock over his microphone.

Sound familiar?

That’s how a lot of agencies start. Small team. DIY branding. Scrappy marketing. But with enough care, consistency, and obsession over the details, small beginnings can lead to massive impact.

What You Can Do This Week

Inspired yet? Here’s your action list:

      ✅ Pick one tiny detail to improve. Welcome email, quote follow-up, voicemail greeting—anything.

      ✅ Make one client feel seen. Mention something personal. Send a surprise. Be specific.

      ✅ Ask one better question. And really listen.

      ✅ End one experience with intention. Send a thank-you after binding a policy. Do a “1-year with us” check-in.

You don’t need to overhaul everything. Just start sweating one small thing.

Because that’s how you build the kind of agency people remember—and talk about.

Encouragement for the Journey

“Whoever can be trusted with very little can also be trusted with much.” — Luke 16:10

Big growth doesn’t start with big gestures. It starts with quiet faithfulness in the little things.

Just like a podcast recorded under a kitchen stairwell can reach one billion people…

Your agency—right where you are—can become a beacon in your community, one small, meaningful moment at a time.

Built to Last: Building Your Insurance Agency on a Firm Foundation

If you want your independent insurance agency to thrive long-term, planning isn’t optional—it’s essential. In this blog, we’ll explore how to create a strategic plan that sets your agency up for growth and resilience, not just this year, but for many years ahead.

But here’s the truth: a plan is only as strong as the foundation it’s built on. You can have the latest insurance marketing strategies, the most advanced agency management system, and the best people—but if your agency is built on shifting sand, it won’t last when storms come.

This month’s C12 curriculum brought me back to Jesus’ teaching in Matthew 7: two builders, two houses, one storm. One stood because it was built on rock, the other fell because it was built on sand. The same principle applies to insurance agencies: success without a strong foundation is temporary.

What Are You Building On?

Independent insurance agency owners face daily pressure to build on “shifting sand”:

  • Trends – chasing the latest tactic just because others are doing it.
  • Expediency – cutting corners to win business quickly.
  • Fear – letting uncertainty shape decisions rather than clear conviction.

I’ve felt that temptation myself. At Jenesis, it’s easy to get pulled into what’s urgent instead of what’s foundational. But every storm—whether a market shift, client loss, or economic downturn—tests the strength of our foundation.

Strategic Planning with Purpose

C12 teaches a five-step framework for building a strong plan:

  1. Look Inward – Clarify your mission, vision, and values (MVVs).
  2. Look Back – Learn from the past year.
  3. Look Up – Align with God and your key stakeholders.
  4. Look Around – Assess your current position (SWOT, competitive edge, dominant selling idea).
  5. Look Ahead – Define your future vision, goals, and execution plan.

For 2025, the focus is on Step 1: Look Inward. If your MVVs aren’t clear, everything else drifts. Your mission tells you why you exist. Your vision shows you where you’re headed. Your values guide how you behave along the way. Without them, even the best strategies lack staying power.

Questions for your agency:

  • Can every employee explain your mission in 15 words or less?
  • Does your vision inspire them to think bigger than daily tasks?
  • Do your values guide hard choices, like hiring, pricing, and client selection?

A Jenesis Example

At Jenesis Software, our mission has always been to help independent insurance agencies grow. That statement isn’t just painted on a wall—it’s the filter for our decisions.

When we developed JenesisLink’s reputation management tool, it wasn’t just because the market demanded it. It was because we believe trust is the foundation of every insurance relationship. Reviews build trust, and helping agencies earn trust in their communities aligns perfectly with our mission.

That’s the power of anchoring strategy in MVVs. When your foundation is clear, decisions aren’t just smart—they’re aligned with your purpose.

Our Foundation at Jenesis

  • Mission (official):
    “Our mission is to streamline our clients’ agency operations, enhance customer service, and improve their overall productivity, revenue growth, and success.”

(In blogs, we often summarize this simply as: “Helping independent insurance agencies grow.”)

  • Vision (official):
    “To be a light in the insurance industry—where faith, technology, and service come together to transform how agencies thrive.”

(In blogs, we often describe this as: “Creating tools and services that empower agencies to thrive.”)

  • Core Values:
    • Trustworthy & Transparent – We believe in being real. We are open and honest within our team and with our customers, always doing what’s right for them.
    • Passionate & Innovative – We believe in big ideas.
    • Fun – We believe in providing delightful experiences for those using and supporting our products.
    • Friendly – We believe in nurturing warm, kind, friendly relationships within our team and with our customers.
    • Serving with Faith & Kindness – We believe in leading with humility and grace.

Encouragement for Independent Agents

Here’s the encouraging part: you don’t need to overhaul everything overnight. Start small and simple:

  • Rewrite your mission in 15 words or fewer.
  • Turn your vision into a three-paragraph story describing your agency three years from now.
  • Pick one core value and talk about it at your next team meeting.

Each step strengthens your agency’s foundation—just like pouring concrete before building higher.

Encouragement for the Journey

Proverbs 16:3 says, “Commit your work to the Lord, and your plans will be established.”

Your independent insurance agency isn’t just a business—it’s a calling. When you root it in mission, vision, and values that align with truth, you’re building something that can weather storms and stand the test of time.

So, consider this: What foundation are you building your agency on today?

How the Go-Giver Philosophy Can Help Your Insurance Agency Sell More

Network

Most agencies think sales are about pushing harder, polishing scripts, or tweaking the close. But in The Go-Giver Sell More, Bob Burg and John David Mann remind us of something far more powerful: sales is about giving value first.

Independent insurance agencies thrive not because they’ve memorized the perfect pitch, but because they’ve built a culture of trust, generosity, and service. That’s why the Go-Giver philosophy aligns beautifully with what we do every day in this industry.

The 5 Laws of Stratospheric Success (Go-Giver Style)

Let’s look at how you can apply them directly in your agency:

  1. The Law of Value
    Your worth is determined by how much more you give in value than you take in payment.

    • For your agency: Every client interaction is a chance to add value—whether it’s explaining coverage in plain English, sending a helpful checklist, or simply being responsive.
  2. The Law of Compensation
    Your income is determined by how many people you serve and how well you serve them.

    • For your agency: Expand your reach through referrals, community involvement, and digital tools like JenesisNow to manage more relationships without sacrificing personal touch.
  3. The Law of Influence
    Your influence grows as you place others’ interests first.

    • For your agency: Ask questions. Really listen. Make the conversation about the client’s life, goals, and family—not just their policy.
  4. The Law of Authenticity
    The most valuable gift you have to offer is yourself.

    • For your agency: Don’t hide behind jargon or stiff professionalism. Be real. Share why you care about protecting people. Authenticity builds loyalty.
  5. The Law of Receptivity
    The key to effective giving is to stay open to receiving.

    • For your agency: Many agents struggle here. Be open to referrals, reviews, and yes—payment. Receiving allows you to continue serving others.

Bringing It Home to Insurance Agencies

In The Perfect Insurance Agency, I talked about how success isn’t just about numbers; it’s about impact. When your agency adopts the Go-Giver mindset, growth happens naturally:

  • Clients trust you more.
  • Referrals flow more easily.
  • Sales conversations feel like problem-solving, not pressure.

Encouragement for the Journey

Think of your agency like a well-watered garden. When you sow seeds of generosity, service, and authenticity, you don’t just get a single harvest—you build a reputation that feeds your agency for years.

As Proverbs 11:25 says, “A generous person will prosper; whoever refreshes others will be refreshed.”

The Go-Giver isn’t just a sales strategy. It’s a way of doing business that aligns with who we’re called to be—leaders who give first, trust God with the results, and watch the blessings multiply.