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Podcast Episodes

22. Should I Hire an Unlicensed Person

When you should not hire an unlicensed person, plus when and how you should hire a person without a license.

21. How Should I Compensate a Top Performer to Train Others

Reward your best team member(s) Abundantly, Fairly, & Safely for developing new team members, so you can focus on what you do best.

20. Should I Train New People Deep or Broad?

Create a team member development plan that minimizes turnover costs & maximizes learning.

19. How to Attract Top Performers to Your Insurance Agency

How to be the preferred place of employment for the best performers in the insurance agency industry.

18. Many Parts of Your Insurance Agency Should Be Very Boring

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.

17. The Firing Decision - Asset, Liability, or Non-Factor

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.

16. Overstaffing - The Costly Danger for Newer or Smaller Insurance Agency Owners

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.

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

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

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

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

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

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

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

9. Acquisition - Step 6 to Create an Automatic Insurance Agency

Make your new business acquisition sales processes multidimensional to increase your sales options and volume.

8. Retention - Step 5 to Create an Automatic Insurance Agency

Minimize customer defection & policy lapses... maximize retention rate... multiply renewal income.

7. Accountability - Step 4 to Create an Automatic Insurance Agency

(1) Define performance success & failure., (2) Name rewards & consequences, (3) Coach team members & enforce standards.

6. Motivation - Step 3 to Create an Automatic Insurance Agency

Create Huge Financial and Non-Financial Opportunities for Those Who Succeed in Implementing Your Automatic Insurance Agency Vision.

5. Role Clarity - Step 2 to Create an Automatic Insurance Agency

Clarify Roles of the Experts Who will Implement your Automatic Insurance Agency Vision.

4. Vision - Step 1 to Create an Automatic Insurance Agency

Create the Vision for your lifestyle outside of work, your sales process, and your promise to your clients.

3. Seven Myths that Prevent Insurance Agencies from Becoming Automatic

Learn about some common misconceptions that could cost you $1,000,000 and 10,000 Hours or more over your career.

2. Survive, Succeed, Automate, Transform

Understand the 4 primary stages of an agency, how and why you might be stuck in one of them, and how to move forward.

1. Welcome to the Automatic Insurance Agency Show

Get the overview on how we're going to teach you to Help More People & Make More Money... In Less Time... Doing What You Do Best.