Episode 28
28. The 3 Experts for Your Multiline Insurance Agency
The Automatic Insurance Agency · Wade Galt
September 10, 202520m 2s
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Show Notes
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 eBOOK
- Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them
SCHEDULE A STRATEGY SESSION
We’ll Discuss Your
- Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
- Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
- Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
- Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?
Then, We’ll Discuss the Plan & Expected Results
- Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
- The best way to help you achieve your goals, based on your style and time available to implement.
- Your anticipated time investments & money investments.
- What guarantees we can make