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The Automatic Insurance Agency

The Automatic Insurance Agency

This show teaches Multiline Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best.
Proven fundamentals, strategies, & tools equip you to build a team of professionals dedicated to growing their income & your agency.
If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place.

Topics will include
• Team Member Compensation
• Agency Profitability (Overall and by Team Member)
• Marketing Success & ROI
• Social Media Marketing & Network Marketing Strategies
• Multiline Sales Process to Increase Client Reviews, Life & Health Insurance, & Other Financial Service Sales
• Team Member Role Clarity
• Accountability
• Sales Activity Optimization
• Staffing for Optimum Profit & Building the Agency Dynasty
• Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)
• Delegation
• Work a 4 Days per Week or Less while Maintaining Excellent Results
• Lifestyle Optimization (Create the Life You Desire Outside of Work)

Latest Episode

Recent Episodes

15. Lifestyle - Step 12 to Create an Automatic Insurance Agency

Oct. 15, 2021

Make sure the agency is working for you, so you can enjoy the freedom to enjoy life outside of work with this simple schedule. That's why you started the business, right?

14. Profit - Step 11 to Create an Automatic Insurance Agency

Oct. 7, 2021

You have (at least) TWO businesses in your agency… Your Renewal Business and your New Business. Both need to be profitable for things to go smoothly.

13. Recruiting - Step 10 to Create an Automatic Insurance Agency

Sept. 30, 2021

Implement a delegable recruiting process that filters out the wrong people and attracts the right ones.

12. Delegation - Step 9 to Create an Automatic Insurance Agency

Sept. 28, 2021

Do your Highest Impact & Highest Income work and delegate the rest to talented team members, freelancers, and independent contractors.

11. Multiline Sales - Step 8 to Create an Automatic Insurance Agency

Sept. 23, 2021

Implement a simple process to initiate and conduct multiline reviews to help your clients Find the Money to Protect their Income, Loved Ones, and Assets and uncover Life, Health, Disability, and other insurance product sales.

10. Pivoting - Step 7 to Create an Automatic Insurance Agency

Sept. 21, 2021

Get producers asking about Life, Health, Disability, Umbrella policies and more... right from the Auto or Home policy conversation.