The Automatic Insurance Agency https://www.spreaker.com/podcast/the-automatic-insurance-agency--6714300 en The Automatic Insurance Agency This show teaches Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best.We share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency. If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place. Topics will include Team Member Compensation Agency Profitability (Overall and by Team Member) Marketing Success & ROI Social Media Marketing & Network Marketing Strategies Multiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service Sales Team Member Role Clarity Accountability Sales Activity Optimization Staffing for Optimum Profit & Building the Agency Dynasty Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators) Delegation Working a 4 Days per Week or Less while Maintaining Excellent Results Lifestyle Optimization (Creating the Life You Most Desire Outside of Work)   About Wade Galt, CPCU, CLUWade has 35+ years in the Multiline Insurance Agency Industry... 8 years’ experience as a part-time team member in a multiline insurance agency 7 years as a productive employee in a Fortune 35 Multiline Insurance Company (2 years in claims, 5 years in Agency Sales Management & Training plus as a Subject Matter Expert for Sales Process Software Design) Over 20 years as a software company founder & owner, corporate consultant, sales process implementation coach, accountability expert, recruiter of superstar talent Provider of mental health counseling (psychology) services Life coach and 3-Day Weekend Entrepreneur  Wade's Innovations in the Multiline Insurance Industry include... INVENTOR of the SMART Bonus System CREATOR of the Automatic Insurance Agency Coaching Program DEVELOPER of the 80/20 Multiline Insurance Sales Process & The Family Insurance Coach Program FOUNDER of 3-Day Weekend Club (and the 3-Day Weekend Entrepreneur Coaching Program)  Wade practices (and enjoys) what he preaches and enjoys a 3-day weekend over 90% of the time.Learn more about Wade on Linked In.  https://megaphone.imgix.net/podcasts/5ea92590-a9e2-11f0-9964-3ff30b7744b4/image/18e1c387e16e98da0c3778797891109b.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress The Automatic Insurance Agency https://www.spreaker.com/podcast/the-automatic-insurance-agency--6714300 no episodic This show teaches Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best.We share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing... The Automatic Insurance Agency This show teaches Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best.We share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency. If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place. Topics will include Team Member Compensation Agency Profitability (Overall and by Team Member) Marketing Success & ROI Social Media Marketing & Network Marketing Strategies Multiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service Sales Team Member Role Clarity Accountability Sales Activity Optimization Staffing for Optimum Profit & Building the Agency Dynasty Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators) Delegation Working a 4 Days per Week or Less while Maintaining Excellent Results Lifestyle Optimization (Creating the Life You Most Desire Outside of Work)   About Wade Galt, CPCU, CLUWade has 35+ years in the Multiline Insurance Agency Industry... 8 years’ experience as a part-time team member in a multiline insurance agency 7 years as a productive employee in a Fortune 35 Multiline Insurance Company (2 years in claims, 5 years in Agency Sales Management & Training plus as a Subject Matter Expert for Sales Process Software Design) Over 20 years as a software company founder & owner, corporate consultant, sales process implementation coach, accountability expert, recruiter of superstar talent Provider of mental health counseling (psychology) services Life coach and 3-Day Weekend Entrepreneur  Wade's Innovations in the Multiline Insurance Industry include... INVENTOR of the SMART Bonus System CREATOR of the Automatic Insurance Agency Coaching Program DEVELOPER of the 80/20 Multiline Insurance Sales Process & The Family Insurance Coach Program FOUNDER of 3-Day Weekend Club (and the 3-Day Weekend Entrepreneur Coaching Program)  Wade practices (and enjoys) what he preaches and enjoys a 3-day weekend over 90% of the time.Learn more about Wade on Linked In.  Topics will include
  • Team Member Compensation
  • Agency Profitability (Overall and by Team Member)
  • Marketing Success & ROI
  • Social Media Marketing & Network Marketing Strategies
  • Multiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service Sales
  • Team Member Role Clarity
  • Accountability
  • Sales Activity Optimization
  • Staffing for Optimum Profit & Building the Agency Dynasty
  • Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)
  • Delegation
  • Working a 4 Days per Week or Less while Maintaining Excellent Results
  • Lifestyle Optimization (Creating the Life You Most Desire Outside of Work)
  About Wade Galt, CPCU, CLUWade has 35+ years in the Multiline Insurance Agency Industry...
  • 8 years’ experience as a part-time team member in a multiline insurance agency
  • 7 years as a productive employee in a Fortune 35 Multiline Insurance Company (2 years in claims, 5 years in Agency Sales Management & Training plus as a Subject Matter Expert for Sales Process Software Design)
  • Over 20 years as a software company founder & owner, corporate consultant, sales process implementation coach, accountability expert, recruiter of superstar talent
  • Provider of mental health counseling (psychology) services
  • Life coach and 3-Day Weekend Entrepreneur
 Wade's Innovations in the Multiline Insurance Industry include...
 Wade practices (and enjoys) what he preaches and enjoys a 3-day weekend over 90% of the time.Learn more about Wade on Linked In. ]]> The Automatic Insurance Agency operations.tadf@gmail.com 33. Upgrade Your Identity, Impact, Income, Business, and Legacy https://www.spreaker.com/episode/33-upgrade-your-identity-impact-income-business-and-legacy--67891094 Multiply your impact, income, and possibilities by expanding your vision of how you see yourself and your identity as a professional.• Expanding your vision beyond your current achievements is essential for continued growth as an insurance agency owner.• Your self-identity acts as a financial thermostat, influencing both your willingness to pursue greater opportunities and your comfort with higher levels of success.• Evolving from agent to agency owner, then to entrepreneur, and finally to a person focused on impact and legacy, unlocks new levels of business and personal fulfillment.• The broader your self-concept, the more you can positively impact others, create lasting businesses, and contribute to your community and legacy.​• Regularly revisiting and upgrading your identity leads to ongoing growth, greater confidence, and the ability to set and achieve more expansive goals.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Sep 2025 09:00:00 -0000 full 33 The Automatic Insurance Agency Multiply your impact, income, and possibilities by expanding your vision of how you see yourself and your identity as a professional. • Expanding your vision beyond your current achievements is essential for continued growth as an insurance agency... Multiply your impact, income, and possibilities by expanding your vision of how you see yourself and your identity as a professional.• Expanding your vision beyond your current achievements is essential for continued growth as an insurance agency owner.• Your self-identity acts as a financial thermostat, influencing both your willingness to pursue greater opportunities and your comfort with higher levels of success.• Evolving from agent to agency owner, then to entrepreneur, and finally to a person focused on impact and legacy, unlocks new levels of business and personal fulfillment.• The broader your self-concept, the more you can positively impact others, create lasting businesses, and contribute to your community and legacy.​• Regularly revisiting and upgrading your identity leads to ongoing growth, greater confidence, and the ability to set and achieve more expansive goals.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices • Expanding your vision beyond your current achievements is essential for continued growth as an insurance agency owner.
• Your self-identity acts as a financial thermostat, influencing both your willingness to pursue greater opportunities and your comfort with higher levels of success.
• Evolving from agent to agency owner, then to entrepreneur, and finally to a person focused on impact and legacy, unlocks new levels of business and personal fulfillment.
• The broader your self-concept, the more you can positively impact others, create lasting businesses, and contribute to your community and legacy.
​• Regularly revisiting and upgrading your identity leads to ongoing growth, greater confidence, and the ability to set and achieve more expansive goals.

START WITH THE eBOOK

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 981 no 32. Agency A, B, or C? How Your Agency Positioning Attracts or Repels Top Producers https://www.spreaker.com/episode/32-agency-a-b-or-c-how-your-agency-positioning-attracts-or-repels-top-producers--67804873 Choose your level of impact, wealth, & clientele by deciding what level of professionalism you will deliver.• There are three types of agencies, with the most effective being those that help clients identify and achieve their goals and dreams.• Customers and team members prefer agencies that offer comprehensive, personalized service over those that provide only basic asset protection.• Agencies focused solely on asset protection are at risk of being replaced by technology and larger competitors.• Engaging clients in conversations about their goals leads to stronger relationships and greater loyalty.• The way an agency positions and presents itself is key to attracting top producers and achieving long-term success.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Sep 2025 00:00:00 -0000 full 32 The Automatic Insurance Agency Choose your level of impact, wealth, & clientele by deciding what level of professionalism you will deliver. • There are three types of agencies, with the most effective being those that help clients identify and achieve their goals and dreams. •... Choose your level of impact, wealth, & clientele by deciding what level of professionalism you will deliver.• There are three types of agencies, with the most effective being those that help clients identify and achieve their goals and dreams.• Customers and team members prefer agencies that offer comprehensive, personalized service over those that provide only basic asset protection.• Agencies focused solely on asset protection are at risk of being replaced by technology and larger competitors.• Engaging clients in conversations about their goals leads to stronger relationships and greater loyalty.• The way an agency positions and presents itself is key to attracting top producers and achieving long-term success.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices • There are three types of agencies, with the most effective being those that help clients identify and achieve their goals and dreams.
• Customers and team members prefer agencies that offer comprehensive, personalized service over those that provide only basic asset protection.
• Agencies focused solely on asset protection are at risk of being replaced by technology and larger competitors.
• Engaging clients in conversations about their goals leads to stronger relationships and greater loyalty.
• The way an agency positions and presents itself is key to attracting top producers and achieving long-term success.

START WITH THE eBOOK

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 683 no 31. Who You Should Hire Next https://www.spreaker.com/episode/31-who-you-should-hire-next--67717238 Stop wasting money on help you don't need and hire the people who will create greater free time for you & results for your business.• Focus your time on the three activities that have the highest impact and generate the most income for your business.• Make a list of tasks you dislike or aren’t good at, and work to delegate them so you can concentrate on what you do best.• Review your current team’s responsibilities and ensure everyone is clear on their top three priorities.• For tasks that haven’t been assigned, consider offering incentives or bonuses to encourage your team to take them on.• Use your list of unassigned or disliked tasks to guide your next hire or contractor, freeing yourself from low-value work.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Sep 2025 00:00:00 -0000 full 31 The Automatic Insurance Agency Stop wasting money on help you don't need and hire the people who will create greater free time for you & results for your business. • Focus your time on the three activities that have the highest impact and generate the most income for your... Stop wasting money on help you don't need and hire the people who will create greater free time for you & results for your business.• Focus your time on the three activities that have the highest impact and generate the most income for your business.• Make a list of tasks you dislike or aren’t good at, and work to delegate them so you can concentrate on what you do best.• Review your current team’s responsibilities and ensure everyone is clear on their top three priorities.• For tasks that haven’t been assigned, consider offering incentives or bonuses to encourage your team to take them on.• Use your list of unassigned or disliked tasks to guide your next hire or contractor, freeing yourself from low-value work.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices • Focus your time on the three activities that have the highest impact and generate the most income for your business.
• Make a list of tasks you dislike or aren’t good at, and work to delegate them so you can concentrate on what you do best.
• Review your current team’s responsibilities and ensure everyone is clear on their top three priorities.
• For tasks that haven’t been assigned, consider offering incentives or bonuses to encourage your team to take them on.
• Use your list of unassigned or disliked tasks to guide your next hire or contractor, freeing yourself from low-value work.

START WITH THE eBOOK

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 678 no 28. The 3 Experts for Your Multiline Insurance Agency https://www.spreaker.com/episode/28-the-3-experts-for-your-multiline-insurance-agency--67708081 Simplify Your Staffing, Hiring, Onboarding, Compensation, Training & Firing by Running Your Agency with 3 Primary Roles Staffing the agency with the right experts in each role optimizes profit and creates a more automatic agency. Different sales require different experts, so it is important to avoid mismatching roles. Retention experts maintain & service the book of business, reduce lapses, and set appointments for multiline experts. P&C Acquisition & Growth Experts GENERATE business for the agency with networking, marketing, & calling activity. Multiline experts focus on selling additional products and ensuring the best coverage for clients. START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 Sep 2025 00:00:00 -0000 full 28 The Automatic Insurance Agency Simplify Your Staffing, Hiring, Onboarding, Compensation, Training & Firing by Running Your Agency with 3 Primary Roles - Staffing the agency with the right experts in each role optimizes profit and creates a more automatic agency. - Different... Simplify Your Staffing, Hiring, Onboarding, Compensation, Training & Firing by Running Your Agency with 3 Primary Roles Staffing the agency with the right experts in each role optimizes profit and creates a more automatic agency. Different sales require different experts, so it is important to avoid mismatching roles. Retention experts maintain & service the book of business, reduce lapses, and set appointments for multiline experts. P&C Acquisition & Growth Experts GENERATE business for the agency with networking, marketing, & calling activity. Multiline experts focus on selling additional products and ensuring the best coverage for clients. START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices
  • Staffing the agency with the right experts in each role optimizes profit and creates a more automatic agency.
  • Different sales require different experts, so it is important to avoid mismatching roles.
  • Retention experts maintain & service the book of business, reduce lapses, and set appointments for multiline experts.
  • P&C Acquisition & Growth Experts GENERATE business for the agency with networking, marketing, & calling activity.
  • Multiline experts focus on selling additional products and ensuring the best coverage for clients.


START WITH THE eBOOK

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1546 no 30. The 3-Day Weekend Decision https://www.spreaker.com/episode/30-the-3-day-weekend-decision--67629891 Change your business, life, freedom, & future by making & honoring 1 simple decision.• The 3-Day Weekend Decision encourages professionals to restructure their workweek, aiming for more productivity in fewer days and enjoying a consistent three-day weekend.• By prioritizing high-impact tasks and eliminating unnecessary work, individuals can achieve better work-life balance and increased job satisfaction.• The approach challenges traditional work norms, advocating for smarter—not harder—work strategies that lead to more free time and less burnout.• Implementing the 3-Day Weekend Decision requires intentional planning, clear boundaries, and a focus on results rather than hours spent at work.• Embracing this decision can lead to greater personal freedom, improved mental health, and the opportunity to pursue passions outside of work.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 Sep 2025 00:00:00 -0000 full 30 The Automatic Insurance Agency Change your business, life, freedom, & future by making & honoring 1 simple decision. • The 3-Day Weekend Decision encourages professionals to restructure their workweek, aiming for more productivity in fewer days and enjoying a consistent... Change your business, life, freedom, & future by making & honoring 1 simple decision.• The 3-Day Weekend Decision encourages professionals to restructure their workweek, aiming for more productivity in fewer days and enjoying a consistent three-day weekend.• By prioritizing high-impact tasks and eliminating unnecessary work, individuals can achieve better work-life balance and increased job satisfaction.• The approach challenges traditional work norms, advocating for smarter—not harder—work strategies that lead to more free time and less burnout.• Implementing the 3-Day Weekend Decision requires intentional planning, clear boundaries, and a focus on results rather than hours spent at work.• Embracing this decision can lead to greater personal freedom, improved mental health, and the opportunity to pursue passions outside of work.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices • The 3-Day Weekend Decision encourages professionals to restructure their workweek, aiming for more productivity in fewer days and enjoying a consistent three-day weekend.
• By prioritizing high-impact tasks and eliminating unnecessary work, individuals can achieve better work-life balance and increased job satisfaction.
• The approach challenges traditional work norms, advocating for smarter—not harder—work strategies that lead to more free time and less burnout.
• Implementing the 3-Day Weekend Decision requires intentional planning, clear boundaries, and a focus on results rather than hours spent at work.
• Embracing this decision can lead to greater personal freedom, improved mental health, and the opportunity to pursue passions outside of work.

START WITH THE eBOOK

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 562 no 27. Paying Profitable Base Salaries in Your Insurance Agency https://www.spreaker.com/episode/27-paying-profitable-base-salaries-in-your-insurance-agency--67421546 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 eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Aug 2025 00:00:00 -0000 full 27 The Automatic Insurance Agency 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... 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 eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices
  • 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


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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1364 no 29. Sales Mastery Stages for Insurance Professionals https://www.spreaker.com/episode/29-sales-mastery-stages-for-insurance-professionals--67421533 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 eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 20 Aug 2025 00:00:00 -0000 full 29 The Automatic Insurance Agency 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 http://www.automaticinsuranceagency.com/23reasons... 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 eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices

START WITH THE eBOOK


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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 660 no 26. Staffing Your Insurance Agency for Optimum Profit https://www.spreaker.com/episode/26-staffing-your-insurance-agency-for-optimum-profit--67421535 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 eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Aug 2025 00:00:00 -0000 full 26 The Automatic Insurance Agency 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... 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 eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices
  • 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

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1521 no 25. The 1st (Profitable) Hire for Your Multiline Insurance Agency https://www.spreaker.com/episode/25-the-1st-profitable-hire-for-your-multiline-insurance-agency--67421553 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 eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Aug 2025 00:00:00 -0000 full 25 The Automatic Insurance Agency 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... 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 eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices 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

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1510 no 24. Staffing Your Insurance Agency Dynasty https://www.spreaker.com/episode/24-staffing-your-insurance-agency-dynasty--67421556 How Insurance Agency Owners Staff Profitable Multiline Agencies that are Great for Decades -- So They Never Have to Retire.   Learn which producer roles to hire...  Learn how many to hire...  Optimize Auto & Fire Insurance sales...  Hire producers to pivot to Life, Health, Disability, Long Term Care & Bank Sales...  Hire commission only P&C producers to grow your book...  Develop Client Review Specialists to increase your multiline sales conversion rate...  Bring in a talented office manager / personal assistant...  Escape the day-to-day operations of the agency...  Do what you do best & enjoy most in the agency and delegate the rest...  Work Less, Make More & Create Your Most Desired Lifestyle... START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Jul 2025 00:00:00 -0000 full 24 The Automatic Insurance Agency How Insurance Agency Owners Staff Profitable Multiline Agencies that are Great for Decades -- So They Never Have to Retire.   - Learn which producer roles to hire...  - Learn how many to hire...  - Optimize Auto & Fire Insurance sales...  - Hire... How Insurance Agency Owners Staff Profitable Multiline Agencies that are Great for Decades -- So They Never Have to Retire.   Learn which producer roles to hire...  Learn how many to hire...  Optimize Auto & Fire Insurance sales...  Hire producers to pivot to Life, Health, Disability, Long Term Care & Bank Sales...  Hire commission only P&C producers to grow your book...  Develop Client Review Specialists to increase your multiline sales conversion rate...  Bring in a talented office manager / personal assistant...  Escape the day-to-day operations of the agency...  Do what you do best & enjoy most in the agency and delegate the rest...  Work Less, Make More & Create Your Most Desired Lifestyle... START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices
  • Learn which producer roles to hire... 
  • Learn how many to hire... 
  • Optimize Auto & Fire Insurance sales... 
  • Hire producers to pivot to Life, Health, Disability, Long Term Care & Bank Sales... 
  • Hire commission only P&C producers to grow your book... 
  • Develop Client Review Specialists to increase your multiline sales conversion rate... 
  • Bring in a talented office manager / personal assistant... 
  • Escape the day-to-day operations of the agency... 
  • Do what you do best & enjoy most in the agency and delegate the rest... 
  • Work Less, Make More & Create Your Most Desired Lifestyle...


    • START WITH THE eBOOK

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1387 no     23. Treat Your Agency Like a Camry, Not a Lamborghini https://www.spreaker.com/episode/23-treat-your-agency-like-a-camry-not-a-lamborghini--67421542 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 LamborghiniSTART WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Jul 2025 00:00:00 -0000 full 23 The Automatic Insurance Agency 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... 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 LamborghiniSTART WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices 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

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     575 no     22. Should I Hire an Unlicensed Person https://www.spreaker.com/episode/22-should-i-hire-an-unlicensed-person--67421555 When you should not hire an unlicensed person, plus when and how you should hire a person without a license.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Jul 2025 00:00:00 -0000 full 22 The Automatic Insurance Agency 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 http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY SESSION We’ll Discuss Your... When you should not hire an unlicensed person, plus when and how you should hire a person without a license.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     580 no     21. How Should I Compensate a Top Performer to Train Others https://www.spreaker.com/episode/21-how-should-i-compensate-a-top-performer-to-train-others--67421557 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 eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Jul 2025 00:00:00 -0000 full 21 The Automatic Insurance Agency 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 http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY... 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 eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     649 no     20. Should I Train New People Deep or Broad? https://www.spreaker.com/episode/20-should-i-train-new-people-deep-or-broad--67421537 Create a team member development plan that minimizes turnover costs & maximizes learning.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Jul 2025 00:00:00 -0000 full 20 The Automatic Insurance Agency Create a team member development plan that minimizes turnover costs & maximizes learning. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY SESSION We’ll Discuss Your - Biggest Goal... Create a team member development plan that minimizes turnover costs & maximizes learning.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1186 no     19. How to Attract Top Performers to Your Insurance Agency https://www.spreaker.com/episode/19-how-to-attract-top-performers-to-your-insurance-agency--67421559 How to be the preferred place of employment for the best performers in the insurance agency industry.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 25 Jun 2025 00:00:00 -0000 full 19 The Automatic Insurance Agency How to be the preferred place of employment for the best performers in the insurance agency industry. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY SESSION We’ll Discuss Your -... How to be the preferred place of employment for the best performers in the insurance agency industry.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    START WITH THE eBOOK

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     629 no     18. Many Parts of Your Insurance Agency Should Be Very Boring https://www.spreaker.com/episode/18-many-parts-of-your-insurance-agency-should-be-very-boring--67421536 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.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 18 Jun 2025 00:00:00 -0000 full 18 The Automatic Insurance Agency 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. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons... 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.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    START WITH THE eBOOK

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     601 no     17. The Firing Decision - Asset, Liability, or Non-Factor https://www.spreaker.com/episode/17-the-firing-decision-asset-liability-or-non-factor--67421558 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.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 Jun 2025 00:00:00 -0000 full 17 The Automatic Insurance Agency 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. START WITH THE eBOOK - Get the free ebook... 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.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     885 no     16. Overstaffing - The Costly Danger for Newer or Smaller Insurance Agency Owners https://www.spreaker.com/episode/16-overstaffing-the-costly-danger-for-newer-or-smaller-insurance-agency-owners--67421562 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.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Jun 2025 00:00:00 -0000 full 16 The Automatic Insurance Agency 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. START WITH THE eBOOK - Get the free ebook... 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.START WITH THE eBOOKGet 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 SESSIONWe’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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    START WITH THE eBOOK

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     945 no     15. Lifestyle - Step 12 to Create an Automatic Insurance Agency https://www.spreaker.com/episode/15-lifestyle-step-12-to-create-an-automatic-insurance-agency--67421547 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?START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 May 2025 00:00:00 -0000 full 15 The 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? START WITH THE eBOOK - Get the free ebook... 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?START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     695 no     14. Profit - Step 11 to Create an Automatic Insurance Agency https://www.spreaker.com/episode/14-profit-step-11-to-create-an-automatic-insurance-agency--67421540 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.Too often, agency owners get distracted by the allure of recognition and rewards to the point of overspending on acquiring new business by “borrowing” money from their Renewal business.Everything starts, begins, and ends (hopefully) with profit. When you keep this at center of all your decisions, things become MUCH easier.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 21 May 2025 00:00:00 -0000 full 14 The 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.Too often, agency owners get distracted by the allure of recognition and rewards to the point of... 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.Too often, agency owners get distracted by the allure of recognition and rewards to the point of overspending on acquiring new business by “borrowing” money from their Renewal business.Everything starts, begins, and ends (hopefully) with profit. When you keep this at center of all your decisions, things become MUCH easier.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     732 no     13. Recruiting - Step 10 to Create an Automatic Insurance Agency https://www.spreaker.com/episode/13-recruiting-step-10-to-create-an-automatic-insurance-agency--67421544 Implement a delegable recruiting process that filters out the wrong people and attracts the right ones.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 May 2025 00:00:00 -0000 full 13 The Automatic Insurance Agency Implement a delegable recruiting process that filters out the wrong people and attracts the right ones. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY SESSION We’ll Discuss Your -... Implement a delegable recruiting process that filters out the wrong people and attracts the right ones.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices

    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     729 no     12. Delegation - Step 9 to Create an Automatic Insurance Agency https://www.spreaker.com/episode/12-delegation-step-9-to-create-an-automatic-insurance-agency--67421550 Do your Highest Impact & Highest Income work and delegate the rest to talented team members, freelancers, and independent contractors.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 May 2025 00:00:00 -0000 full 12 The Automatic Insurance Agency Do your Highest Impact & Highest Income work and delegate the rest to talented team members, freelancers, and independent contractors. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons SCHEDULE A... Do your Highest Impact & Highest Income work and delegate the rest to talented team members, freelancers, and independent contractors.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices

    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     701 no     11. Multiline Sales - Step 8 to Create an Automatic Insurance Agency https://www.spreaker.com/episode/11-multiline-sales-step-8-to-create-an-automatic-insurance-agency--67421563 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.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Apr 2025 00:00:00 -0000 full 11 The 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. START WITH THE eBOOK -... 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.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     654 no     10. Pivoting - Step 7 to Create an Automatic Insurance Agency https://www.spreaker.com/episode/10-pivoting-step-7-to-create-an-automatic-insurance-agency--67421565 Get producers asking about Life, Health, Disability, Umbrella policies and more... right from the Auto or Home policy conversation.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Apr 2025 00:00:00 -0000 full 10 The Automatic Insurance Agency Get producers asking about Life, Health, Disability, Umbrella policies and more... right from the Auto or Home policy conversation. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY... Get producers asking about Life, Health, Disability, Umbrella policies and more... right from the Auto or Home policy conversation.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     706 no     9. Acquisition - Step 6 to Create an Automatic Insurance Agency https://www.spreaker.com/episode/9-acquisition-step-6-to-create-an-automatic-insurance-agency--67421560 Make your new business acquisition sales processes multidimensional to increase your sales options and volume.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Apr 2025 00:00:00 -0000 full 9 The Automatic Insurance Agency Make your new business acquisition sales processes multidimensional to increase your sales options and volume. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY SESSION We’ll Discuss... Make your new business acquisition sales processes multidimensional to increase your sales options and volume.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     657 no     8. Retention - Step 5 to Create an Automatic Insurance Agency https://www.spreaker.com/episode/8-retention-step-5-to-create-an-automatic-insurance-agency--67421561 Minimize customer defection & policy lapses... maximize retention rate... multiply renewal income.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Apr 2025 00:00:00 -0000 full 8 The Automatic Insurance Agency Minimize customer defection & policy lapses... maximize retention rate... multiply renewal income. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY SESSION We’ll Discuss Your -... Minimize customer defection & policy lapses... maximize retention rate... multiply renewal income.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     831 no     7. Accountability - Step 4 to Create an Automatic Insurance Agency https://www.spreaker.com/episode/7-accountability-step-4-to-create-an-automatic-insurance-agency--67421554 (1) Define performance success & failure., (2) Name rewards & consequences, (3) Coach team members & enforce standards.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Apr 2025 00:00:00 -0000 full 7 The Automatic Insurance Agency (1) Define performance success & failure., (2) Name rewards & consequences, (3) Coach team members & enforce standards. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY... (1) Define performance success & failure., (2) Name rewards & consequences, (3) Coach team members & enforce standards.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     635 no     6. Motivation - Step 3 to Create an Automatic Insurance Agency https://www.spreaker.com/episode/6-motivation-step-3-to-create-an-automatic-insurance-agency--67421566 Create Huge Financial and Non-Financial Opportunities for Those Who Succeed in Implementing Your Automatic Insurance Agency Vision.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Mar 2025 00:00:00 -0000 full 6 The Automatic Insurance Agency Create Huge Financial and Non-Financial Opportunities for Those Who Succeed in Implementing Your Automatic Insurance Agency Vision. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY... Create Huge Financial and Non-Financial Opportunities for Those Who Succeed in Implementing Your Automatic Insurance Agency Vision.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     808 no     5. Role Clarity - Step 2 to Create an Automatic Insurance Agency https://www.spreaker.com/episode/5-role-clarity-step-2-to-create-an-automatic-insurance-agency--67421539 Clarify Roles of the Experts Who will Implement your Automatic Insurance Agency Vision.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Mar 2025 00:00:00 -0000 full 5 The Automatic Insurance Agency Clarify Roles of the Experts Who will Implement your Automatic Insurance Agency Vision. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY SESSION We’ll Discuss Your - Biggest Goal - If... Clarify Roles of the Experts Who will Implement your Automatic Insurance Agency Vision.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices

    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     805 no     4. Vision - Step 1 to Create an Automatic Insurance Agency https://www.spreaker.com/episode/4-vision-step-1-to-create-an-automatic-insurance-agency--67421548 Create the Vision for your lifestyle outside of work, your sales process, and your promise to your clients.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Mar 2025 00:00:00 -0000 full 4 The Automatic Insurance Agency Create the Vision for your lifestyle outside of work, your sales process, and your promise to your clients. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY SESSION We’ll Discuss Your... Create the Vision for your lifestyle outside of work, your sales process, and your promise to your clients.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices

    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     913 no     3. Seven Myths that Prevent Insurance Agencies from Becoming Automatic https://www.spreaker.com/episode/3-seven-myths-that-prevent-insurance-agencies-from-becoming-automatic--67421567 Learn about some common misconceptions that could cost you $1,000,000 and 10,000 Hours or more over your career.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 Mar 2025 00:00:00 -0000 full 3 The Automatic Insurance Agency Learn about some common misconceptions that could cost you $1,000,000 and 10,000 Hours or more over your career. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY SESSION We’ll Discuss... Learn about some common misconceptions that could cost you $1,000,000 and 10,000 Hours or more over your career.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     980 no     2. The 4 Growth Stages of an Insurance Agency - Survive, Succeed, Automate, Transform https://www.spreaker.com/episode/2-the-4-growth-stages-of-an-insurance-agency-survive-succeed-automate-transform--67421568 Understand the 4 primary stages of an agency, how and why you might be stuck in one of them, and how to move forward.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Feb 2025 00:00:00 -0000 full 2 The Automatic Insurance Agency Understand the 4 primary stages of an agency, how and why you might be stuck in one of them, and how to move forward. START WITH THE eBOOK - Get the free ebook http://www.automaticinsuranceagency.com/23reasons SCHEDULE A STRATEGY SESSION We’ll... Understand the 4 primary stages of an agency, how and why you might be stuck in one of them, and how to move forward.START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices
    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1170 no     1. Welcome to the Automatic Insurance Agency Show https://www.spreaker.com/episode/1-welcome-to-the-automatic-insurance-agency-show--67421570 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.We'll share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency. If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place. Topics will include Team Member Compensation Agency Profitability (Overall and by Team Member) Marketing Success & ROI Social Media Marketing & Network Marketing Strategies Multiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service Sales Team Member Role Clarity Accountability Sales Activity Optimization Staffing for Optimum Profit & Building the Agency Dynasty Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators) Delegation Working a 4 Days per Week or Less while Maintaining Excellent Results Lifestyle Optimization (Creating the Life You Most Desire Outside of Work) START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Feb 2025 00:00:00 -0000 full 1 The Automatic Insurance Agency 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.We'll share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to... 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.We'll share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency. If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place. Topics will include Team Member Compensation Agency Profitability (Overall and by Team Member) Marketing Success & ROI Social Media Marketing & Network Marketing Strategies Multiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service Sales Team Member Role Clarity Accountability Sales Activity Optimization Staffing for Optimum Profit & Building the Agency Dynasty Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators) Delegation Working a 4 Days per Week or Less while Maintaining Excellent Results Lifestyle Optimization (Creating the Life You Most Desire Outside of Work) START WITH THE eBOOKGet 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 SESSIONWe’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 Now Learn more about your ad choices. Visit megaphone.fm/adchoices Topics will include
    • Team Member Compensation
    • Agency Profitability (Overall and by Team Member)
    • Marketing Success & ROI
    • Social Media Marketing & Network Marketing Strategies
    • Multiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service Sales
    • Team Member Role Clarity
    • Accountability
    • Sales Activity Optimization
    • Staffing for Optimum Profit & Building the Agency Dynasty
    • Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)
    • Delegation
    • Working a 4 Days per Week or Less while Maintaining Excellent Results
    • Lifestyle Optimization (Creating the Life You Most Desire Outside of Work)


    START WITH THE eBOOK

    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 Now

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     589 no