Strategy Webinars ScheduleĀ
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Upcoming Live Webinars
WebinarĀ Recordings
Pay Renewal (Retention) Experts to Treat the Business Like Itās Theirs
Pay Renewal Sales Experts for Activities & Results that
- Maximize Customer Retention, Agency Growth, & Profit
- Minimize Team Member Turnover & Related Costs
RecordedĀ Ā Ā (Click a Button Below)
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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 BookĀ
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Watch the Replay
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
Watch the Replay
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.Ā
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
