Growing Your Agency in 2026 with Michael Cruz

In this episode of the Insurance Perspectives podcast, Brad Boldt interviews Michael Cruz, founder of Foresight Insurance, discussing the agency's growth strategies, their implementation of a four-day work week, and the challenges faced in the insurance market. Michael shares insights on productivity, client retention, and the role of technology and AI in enhancing agency operations. The conversation emphasizes the importance of adapting to market conditions and leveraging innovative practices for sustainable growth in 2026.

Takeaways

• Challenges in 2025 were largely due to market conditions.
• Pre-qualifying clients has become essential for efficiency.
• Smart cycling helps retain good clients even after losing policies.
• Technology like HawkSoft has improved task management and efficiency.
• AI tools can enhance productivity but require careful implementation.
• Documenting processes is crucial for agency operations.

Learn more about Foresight Insurance:
https://www.foresighti.com/
https://www.facebook.com/foresighti
https://www.instagram.com/foresightinsurance
https://www.linkedin.com/company/foresight-insurance-llc/

To get in touch with our guest or host, reach out below:

• Michael Cruz (click here)
• Brad Boldt (click here)

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If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com.

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/