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A recruiting system for insurance agents who lead teams, start to finish
A recruiting system for insurance agents who lead teams: attract, interview, overview, startup call, licensing, first 30 days and depth, in order.
Stewardcraft blog
The craft, in writing
Plain answers for insurance agents who lead teams: recruiting systems, building depth, startup calls, overviews, CRMs, AI assistants and your personal brand.
Recruiting and building your team
How to recruit insurance agents online under your own name, the right way
How to recruit insurance agents online under your own name: honest posts, the Employment ad category, no income claims and your firm approval.
How to build an insurance team with depth, not just headcount
How to build an insurance team with real depth: every new leg four generations deep, leaders over recruits, simple steps and a steady weekly rhythm.
How to run a company overview presentation that recruits the right people
How to run a company overview presentation: invites, a 45 minute flow, honest costs and licensing, no income claims, and same day follow-up.
New insurance agent onboarding: the startup call and the first 30 days
New insurance agent onboarding that works: a 45 to 60 minute startup call agenda, a first 30 days checklist, and how to close the follow-up gap.
How to approach your warm market without spamming or losing friends
How to approach your warm market with respect: say what it is up front, ask permission, honest scripts, handling no, and consent rules for texts.
Why new insurance agents quit, and what a team leader can do about it
Why new insurance agents quit: slow licensing, no first appointments, the follow-up gap, feeling sold to, isolation and hype. What leaders can do.
Tools: CRMs, AI assistants and comparisons
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The best CRM for insurance agents who lead teams: a 2026 buyer's guide
The best CRM for insurance agents who lead teams: a 12 point checklist plus an honest look at general CRMs, agency systems, GoHighLevel and team tools.
What can an AI assistant for insurance agents really do?
What an AI assistant for insurance agents can and can't do: drafts, checklists, follow ups and reports, with you approving every step.
Can an AI appointment setter for insurance agents book calls the right way?
How an AI appointment setter for insurance agents can answer DMs and book calls: openly AI, approved answers only, fast hand offs, draft mode first.
GoHighLevel for insurance agents vs a team platform (Stewardcraft): a fair comparison
GoHighLevel for insurance agents vs a team platform: what it does well, where team leaders struggle, its public pricing, and who should pick which.
Your name, your posts, your leads
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Personal brand for insurance agents: how to build one under your own name
A personal brand for insurance agents starts with your own name: who you serve, a clear profile, steady posts and an easy way to book a call.
Insurance agent Instagram bio examples: 12 to adapt, and the recipe behind them
Twelve insurance agent Instagram bio examples built on a three line recipe: who you help, why trust you, one next step. With compliance notes.
Instagram posts for insurance agents: a 30 day plan that doesn't sound salesy
Instagram posts for insurance agents, planned for 30 days on four pillars: story, teach, behind the scenes and invite. With examples and approval tips.
How to get leads as an insurance agent without buying them
How to get leads as an insurance agent without bought lists: a clear profile, helpful posts, a free gift, one simple page and a booking link.
Social media compliance for insurance agents: the plain rules
Social media compliance for insurance agents in plain words: what counts as advertising, what needs approval, banned words and a weekly routine.
Meta special ad category for insurance agents: which one do you use?
The Meta special ad category for insurance agents is Financial products and services; recruiting ads use Employment. What changes, how to start.
Serving clients well
How to read an IUL illustration: a plain guide for licensed agents
For licensed agents: how to read an IUL illustration column by column, explain caps and participation rates simply, and run an honest annual review.