Strategy Webinars Schedule
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Upcoming Live Webinars
Webinar Recordings
The 3 Experts for Your Multiline Insurance Agency
Simplify Your Staffing, Hiring, Onboarding, Compensation, Training & Firing by Running Your Agency with 3 Primary Roles
Watch the Replay
Paying Profitable Base Salaries
Make Each Team Member Profitable by Rewarding them for Retaining Your Renewal Book
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Staffing for Optimum Profit
Save $25k to $50k or More in Staffing Expenses
This Year & Every Year by Having
the Right Number of Team Members
at the Right Base Salary Amount
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The 1st (Profitable) Hire for Your Multiline Insurance Agency
Many insurance agency owners start as solopreneurs & get caught by the golden handcuffs of their profit MARGINS without focusing on growing TOTAL NET PROFIT.
Learn WHO should be your best hire, so you do it safely & affordably.
Watch the Replay
Staffing Your Insurance Agency Dynasty
How Insurance Agency Owners Staff Profitable Multiline Agencies that are Great for Decades -- So They Never Have to Retire.
Watch the Replay
Schedule a Strategy Session
We’ll Discuss Your
- Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
- Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
- Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
- Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?
Then, We’ll Discuss the Plan & Expected Results
- Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
- The best way to help you achieve your goals, based on your style and time available to implement.
- Your anticipated time investments & money investments.
- What guarantees we can make
