Agency Success Podcast Episode 3: Patrick McBride

Nicholas Ayers
Nicholas Ayers

Co-Founder @ Better Agency

Building a Strong Insurance Brand and Culture with Patrick McBride

I have the pleasure of interviewing Patrick McBride, a successful insurance agent, who shares his personal story of how he entered the insurance industry after a loss.

During the interview, McBride talks about his emotional side, despite being a type three on the enneagram, and how meeting an agent who showed him the value of having someone who cares led him to enter the insurance industry. He also shares his success metric, which is based on how successful the people around him are, rather than his own achievements. Patrick is also a mentor in a program called CEO and encourages others to get involved if they have it in their area.

We then shift our conversation to the importance of having a direct relationship with carriers and creating an environment where employees can feel fulfilled and successful. We discuss the need to hire people who are the right fit for their roles, building a culture of fun, ownership, and taking what we do seriously but not ourselves too seriously. We also mention putting together KPIs for each employee and letting them build themselves into a portion of ownership in the agency.

We also talk about naming insurance agencies, and whether or not it’s necessary to have a last name on the agency’s name. We highlight the importance of building a brand and culture where the team feels ownership. The goal is to build a brand around McBride that means more than just Patrick’s last name.

Overall, this episode emphasizes the importance of creating a supportive work environment in the insurance industry, building a strong brand and culture, and hiring the right people for the job. It also provides valuable insights into the tools and resources that can be used to streamline processes and support personal growth within the agency.

Patrick and I both shared some tools linked below to help document those streamlined processes.

Agency Link: ⁠⁠

Agency Facebook: ⁠⁠

Agency YouTube: ⁠⁠

Patrick’s LinkedIn: ⁠⁠

CEO Midlands Project: ⁠⁠

Tools Mentioned

Tango: ⁠⁠

Notion: ⁠

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