TheBitCast

The $11.5M Small Business Opportunity Most Insurance Agencies Overlook with Rebecca Menefee

Podcast: Accelerate Your Insurance Sales Podcast · Andy Neary

Opublikowano: 2026-08-11

What if I told you your biggest growth opportunity is hiding inside your agency? In this episode, I sit down with Rebecca Menefee of M3 to unpack how her team built Elevate, a dedicated small business division that grew from roughly $3.5 million to $11.5 million in revenue in 5 years. We break down how to stop overservicing small accounts, build a service model that actually scales, and create a system that allows clients to grow without outgrowing your agency. You’ll also learn how technology and AI are changing client expectations, what it takes to build the right team fo...