When you should not hire an unlicensed person, plus when and how you should hire a person without a license.
Reward your best team member(s) Abundantly, Fairly, & Safely for developing new team members, so you can focus on what you do best.
Create a team member development plan that minimizes turnover costs & maximizes learning.
How to be the preferred place of employment for the best performers in the insurance agency industry.
If things at your insurance agency are too exciting, you might be doing something wrong. Learn about what should be boringly consistent in your business.
Many insurance agency owners struggle with deciding when to fire an underperforming team member. The answer to this simple question can save you tens of thousands of dollars and hundreds of hours of time.
When newer or smaller agents get impatient with the speed of their agency growth, overstaffing can lead to $10,000 to $50,000 or bigger mistakes. Learn how you can identify this and take action to fix it.
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?
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.
Implement a delegable recruiting process that filters out the wrong people and attracts the right ones.
Do your Highest Impact & Highest Income work and delegate the rest to talented team members, freelancers, and independent contractors.
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.
Get producers asking about Life, Health, Disability, Umbrella policies and more... right from the Auto or Home policy conversation.
Make your new business acquisition sales processes multidimensional to increase your sales options and volume.
Minimize customer defection & policy lapses... maximize retention rate... multiply renewal income.
(1) Define performance success & failure., (2) Name rewards & consequences, (3) Coach team members & enforce standards.
Create Huge Financial and Non-Financial Opportunities for Those Who Succeed in Implementing Your Automatic Insurance Agency Vision.
Clarify Roles of the Experts Who will Implement your Automatic Insurance Agency Vision.
Create the Vision for your lifestyle outside of work, your sales process, and your promise to your clients.
Learn about some common misconceptions that could cost you $1,000,000 and 10,000 Hours or more over your career.
Understand the 4 primary stages of an agency, how and why you might be stuck in one of them, and how to move forward.