About this episode

In this episode, Trey and Micah interview Sean Stuart about his AI-driven insurance brokerage, Rosella, and its innovative approach to the insurance industry.

In this episode, Trey and Micah put Sean through a full AI hot seat — no softballs. Sean Stuart, co-founder of Rosella, spent years doing boots-on-the-ground research. Literally walking into random insurance offices in major metros, knocking on doors, and asking brokers to explain their world. What he found led him to build something most insuretech founders miss: a brokerage that respects the craft while using AI to do things the old guard can't move fast enough to copy. What we cover: - Why Rosella targets under $100K premium accounts - Their "Moneyball" approach to insurance - How AI phone assist is helping junior producers validate in months instead of years - Why building your own tech stack from scratch beats bolting AI onto Applied Epic - The real reason insurtechis a graveyard — and why Rosella is approaching it differently - Trey and Micah's unfiltered take on vertical selection, niche strategy, and what they'd do if they were building this themselves Connect with Sean:Email: sean@rosellabrokerage.com Resources & Links:📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue 📬Sign up for The Max Revenue…

People in this episode

Hosts: Trey, Micah

Guest: Sean Stuart

Topics covered

• AI in insurance
• insurtech
• brokerage strategies
• technology in business
• insurance market analysis

Keywords

• AI startup
• insurance agencies
• brokerage
• insurtech
• technology stack

Mentioned in this episode

Organizations: Rosella, Applied Epic, Insurance Xdate, Max Revenue Group, Producer Games

More episodes of The Max Revenue Show

• Prospect with Data, Win with Total Cost of Risk | David Carothers · May 7, 2026 · 1h 3m
• The New Reality of Winning with Captives with Will Allen · May 5, 2026 · 1h 5m
• Due Diligence vs. BOR Only Debate | Micah Salas & Nick Aube · April 21, 2026 · 1h 21m
• Culture, Comp, Equity: The Formula for Building & Attracting Top Producers · April 15, 2026 · 56 min
• A Wake Up Call For Top Producers | Scott Barker · April 9, 2026 · 1h 2m
• How To Dominate a Niche with Andrew Meinster · April 7, 2026 · 51 min

Explore listener stats, chart rankings, contacts and more on the The Max Revenue Show podcast page.