This episode of #MeetCoolPeople was all about what goes into building a business you can actually step away from. I sat down with Scott Neal, the owner of Neill Insurance Brokers, based right here in the DFW area. Scott started his independent agency in 2021 after selling his Farmers Insurance agency. Since then, he's pushed past 1 million in revenue, grown his team, and handled a changing industry… all without burning out.

Scott and I didn’t spend time talking about insurance. Instead, we focused on his process for building a team and the importance of systems in business growth. Whether you have a brick-and-mortar spot or you’re running solo from your kitchen table, his approach has something for everyone.

Here are a few things worth taking away:

Don’t wait until you’re swamped to hire help - Scott’s advice: by the time you feel overwhelmed, you’re already late.
Start your Standard Operating Procedures (SOPs) early - He recommends building checklists and video walkthroughs before you think you need them. This makes training and delegating way easier.
Use tech to lighten the load - Scott talked about using tools like Stream Deck and even employing virtual assistants for repeatable tasks. This keeps his core team focused where it matters.
Be honest about what you don’t want to do - Write a list, figure out what you’d rather hand off, and make that your hiring roadmap.
SOPs aren’t just for future hires - they help you stay organized too, especially as your business gets more complex.

Scott’s practical approach helps any business owner think about the next step, not just the current one.

Be sure to connect with Scott at https://Neillinsurance.com

If you run a business and are shopping insurance, you’ll want to give Scott and his team a chance to save you a few buck!

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Gavin Karmeyer

The AI-powered Podcast Player