Agency Automation & Growth Courses
What do you need help with MOST?
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SURVIVE YEAR 1
HAVE MORE FUN
HIRE STARS
MAKE MORE MONEY
ACCOUNTABILITY
View More Detailed Descriptions of Courses Below
All Courses Come with a 30-Day Satisfaction Guarantee (Money Back for Any Reason)
SOME COURSES ARE FREE
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
- Make More Money ($5,000 - $25,000 or more in year 1)...
- Work Less Hours (avoid the 5-15 hour per week time wasters)...
- Enjoy the Journey as much as possible.
Agency Owner Parents & Freedom Seekers
Create an Abundant & Sustainable 4-Day Work Week Lifestyle with your Agency in 4 Months.
The 4-Day Agency Owner Program
For agency owners grossing $250k+ (or making 80% target income)
- Get to a 4-Day Work Week (28-Hour or Less) in 4 Months...
- Grow Net Income (increase sales & reduce expenses)...
- Do the Work You Most Enjoy and Delegate the Rest.
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
- Communicate Huge-Dollar Entrepreneurial Opportunities...
- Clarify High-Performance Expectations Before Hiring...
- Get New Hires Making Money or Out the Door in 30-60 Days...
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
- Measure & Maximize ROI on All Marketing Investments...
- Optimize Every Producers' Profitability (sales & service)...
- Make Both Agencies in Your Business Profitable
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)
- Clearly Define Team Member Roles & Necessary Activities...
- Clarify Job Requirements + Rewards & Consequences...
- Coach Team to Stay on Task with Activities (& Results) ...
Implement a Multiline Review Sales Process
Get Producers Pivoting to Multiline Sales, Setting Appointments & Conducting Multiline Reviews
The 80/20 Sales Multiplier
Invest 80% of your producers' time with the best 20% of your clients.
- Filter Your Best Clients with Appointment Offers...
- Conduct Discount Review to Free Up Money for Clients...
- Pivot Quickly & Powerfully for the Less Engaged 80% ...
