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Agency Automation & Growth Courses

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 SURVIVE YEAR 1

SURVIVE MY FIRST YEAR AS AN AGENCY OWNER WITHOUT LOSING MY MIND, MY RELATIONSHIPS OR MY MONEY

HAVE MORE FUN

CREATE MORE TIME TO SPEND WITH MY FAMILY & FRIENDS SO I HAVE BETTER WORK / LIFE BALANCE & MORE FUN

 HIRE STARS

RECRUIT STAR PRODUCERS & RETENTION EXERTS WHILE AVOIDING COSTLY HIRING & ON-BOARDING MISTAKES

 MAKE MORE MONEY

MAKE MORE NET PROFIT AS QUICKLY AS POSSIBLE (MAXIMIZE PRODUCER & MARKETING ROI + MINIMIZE COSTS)

ACCOUNTABILITY

CREATE & ENFORCE ACCOUNTABILITY WITH TEAM MEMBERS SO THEY CONSISTENTLY EXECUTE OUR AGENCY GAME PLAN

 MULTILINE SALES

PRODUCERS CONSISTENTLY PIVOT TO MULTILINE SALES & IMPLEMENT AN APPOINTMENT-BASED SALES PROCESS

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 

  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

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) 

  1. Get to a 4-Day Work Week (28-Hour or Less) in 4 Months...
  2. Grow Net Income (increase sales & reduce expenses)...
  3. Do the Work You Most Enjoy and Delegate the Rest.
LEARN MORE ABOUT THE 4-DAY AGENCY OWNER PROGRAM

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

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.

  1. Filter Your Best Clients with Appointment Offers...
  2. Conduct Discount Review to Free Up Money for Clients...
  3. Pivot Quickly & Powerfully for the Less Engaged 80% ...
LEARN MORE ABOUT THE 80/20 SALES MULTIPLIER
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