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 owner.• Your self-identity acts as a financial thermostat, influencing both your willingness to pursue greater opportunities and your comfort with higher...

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 fo...

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’...

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 se...

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 satisf...

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 profita...

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...

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 fo...

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 mi...

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 Spe...

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...

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 b...

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...

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...

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? Valu...

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...

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 Bigges...

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 Bigges...

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 cou...

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. Whe...

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? Va...

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...

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’l...

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...

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...