• 29. Sales Mastery Stages for Insurance Professionals
    Apr 11 2024

    Go beyond merely selling… or selling competently… and learn how to connect with your prospects in their preferred way of learning, interacting, and buying.




    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    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


    Schedule a Strategy Session

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    7 mins
  • 27. Paying Profitable Base Salaries in Your Insurance Agency
    Nov 9 2023

    Make Each Team Member Profitable by Rewarding them for Retaining Your Renewal Book


    • Pay base salaries based on the amount of business each team member services / renews to create fair compensation, high employee retention rates, and long-term profitability.
    • Offer draws or advances against bonuses to attract talented individuals hesitant to work for commission-only. 
    • Evaluate each employee's profitability and their contribution to the agency's revenue.
    • Confirm that employees with base salaries generate enough renewals to make the agency & the owner a profit.
    • Paying a base salary to a P&C Rainmaker who only focuses on business acquisition (and does no service or retention work) can result in financial losses for the agency.



    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    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


    Schedule a Strategy Session

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    17 mins
  • 26. Staffing Your Insurance Agency for Optimum Profit
    Nov 3 2023

    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


    • Staffing the agency profitably and prioritizing the renewal agency, focusing on PNC renewals, is crucial.
    • Determining the right number of team members can be challenging and often relies on inadequate information.
    • Analyzing income statements separately for renewal and first-year sales agencies is recommended to ensure profitability.
    • Overstaffing can be costly, while proper staffing can lead to significant savings and financial growth.
    • Paying base salaries helps incentivize employees to generate renewal sales, which are crucial for stability and success.



    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    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


    Schedule a Strategy Session

    Show More Show Less
    20 mins
  • 25. The 1st (Profitable) Hire for Your Multiline Insurance Agency
    Oct 19 2023

    Many insurance agency owners start as solopreneurs and 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.


    • Simplify your hiring process by focusing on tasks, levels, and skills rather than personal preferences.
    • The easiest tasks to train and delegate should be prioritized to minimize time and money investments.
    • Don’t overcommit while making a new hire and not neglecting the decision altogether.
    • Evaluate the return on investment of time and income when considering delegating tasks.
    • Hire a personal assistant to free up time for high-impact tasks.



    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    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


    Schedule a Strategy Session

    Show More Show Less
    19 mins
  • 24. Staffing Your Insurance Agency Dynasty
    Oct 12 2023

    How Insurance Agency Owners Staff Profitable Multiline Agencies that are Great for Decades -- So They Never Have to Retire.  

    1. Learn which producer roles to hire... 
    2. Learn how many to hire... 
    3. Optimize Auto & Fire Insurance sales... 
    4. Hire producers to pivot to Life, Health, Disability, Long Term Care & Bank Sales... 
    5. Hire commission only P&C producers to grow your book... 
    6. Develop Client Review Specialists to increase your multiline sales conversion rate... 
    7. Bring in a talented office manager / personal assistant... 
    8. Escape the day-to-day operations of the agency... 
    9. Do what you do best & enjoy most in the agency and delegate the rest... 
    10. Work Less, Make More & Create Your Most Desired Lifestyle...



    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    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


    Schedule a Strategy Session

    Show More Show Less
    17 mins
  • 23. Treat Your Agency Like a Camry, Not a Lamborghini
    Aug 10 2023

    How to get the most from your insurance agency by having expectations that are grounded in fundamentals and reality.


    HIGHLIGHTS

    [00:35:86]: Growing Your Agency Too Fast Often Leads to Fast Losses

    [01:19:33]: Long-Term Agency Growth is Based on Relationships

    [02:13:81]: Only Grow with Those Who Will Be With You in 10 Years

    [03:02:94]: Diversify Your Insurance Agency or Business Portfolio if Bored

    [03:49:63]: Don’t Try to Turn Your Agency (a Camry) into a Lamborghini



    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    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


    Schedule a Strategy Session

    Show More Show Less
    6 mins
  • 22. Should I Hire an Unlicensed Person
    Dec 21 2022

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



    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    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


    Schedule a Strategy Session

    Show More Show Less
    6 mins
  • 21. How Should I Compensate a Top Performer to Train Others
    Dec 14 2022

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



    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    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


    Schedule a Strategy Session

    Show More Show Less
    7 mins