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Agency Automation & Growth Courses

View Detailed Descriptions of Courses Below

All Courses Come with a 30-Day Satisfaction Guarantee (Money Back for Any Reason)

New or Soon to Be Agency Owners

 
Get Your Contract. Enjoy the Challenge. Avoid the $25k+ Errors. Still Make Time for Family & Friends.

 

The New Agent (Owner) Survival Kit

Proven strategies to help new multiline insurance agency owners 

  1. Make More Money ($5,000 - $25,000 or more in year 1)...
  2. Work Less Hours (avoid the 5-15 hour per week time wasters)...
  3. Enjoy the Journey as much as possible.
LEARN MORE ABOUT THE NEW AGENT SURVIVAL KIT

Recruit Stars & Avoid Costly Hiring Mistakes

 
Attract Superstar Producers & Retention Experts + Reduce Avoidable Employee Turnover Costs 

 

The Million Dollar Staffing Blueprint

Create a Repeatable Hiring Process That You Can Delegate 90 Of

  1. Communicate Huge-Dollar Entrepreneurial Opportunities...
  2. Clarify High-Performance Expectations Before Hiring...
  3. Get New Hires Making Money or Out the Door in 30-60 Days...
LEARN MORE ABOUT THE MILLION DOLLAR STAFFING BLUEPRINT

Start Making 10-25% More Money This Week

 
Make More Net Income (Profit) Quickly on the Gross Income Your Agency Already Generates

 

The Agency Profit Fix

Quickly Identify the Biggest Money Makers & Wasters in Your Agency 

  1. Measure & Maximize ROI on All Marketing Investments...
  2. Optimize Every Producers' Profitability (sales & service)...
  3. Make Both Agencies in Your Business Profitable
LEARN MORE ABOUT THE AGENCY PROFIT FIX

Create Accountability to Automate Results

 
Coach Team Members to Perform at their Highest Levels So They Implement Your Agency Game Plan 

 

The Accountability Enforcer

Get the Most from Your Team Members (for Your Clients & For You)

  1. Clearly Define Team Member Roles & Necessary Activities...
  2. Clarify Job Requirements + Rewards & Consequences...
  3. Coach Team to Stay on Task with Activities (& Results) ...
LEARN MORE ABOUT THE ACCOUNTABILITY ENFORCER
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