• 24. Staffing Your Insurance Agency Dynasty

  • Oct 12 2023
  • Length: 17 mins
  • Podcast

24. Staffing Your Insurance Agency Dynasty

  • Summary

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

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



    START WITH THE eBOOK

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



    SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

    • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
    • Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
    • Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
    • Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?


    Then, We’ll Discuss the Plan & Expected Results

    • Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
    • The best way to help you achieve your goals, based on your style and time available to implement.
    • Your anticipated time investments & money investments.
    • What guarantees we can make


    Schedule a Strategy Session

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