Wade Galt, CPCU, CLU

The Automatic Insurance Agency

Business EN ↓ 38 episodes

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...

Author

Wade Galt, CPCU, CLU

Episodes

13. Recruiting - Step 10 to Create an Automatic Insurance Agency 30.09.2021 8:24

Implement a delegable recruiting process that filters out the wrong people and attracts the right ones. 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?...

12. Delegation - Step 9 to Create an Automatic Insurance Agency 28.09.2021 7:56

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 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...

11. Multiline Sales - Step 8 to Create an Automatic Insurance Agency 23.09.2021 7:10

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 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...

10. Pivoting - Step 7 to Create an Automatic Insurance Agency 21.09.2021 8:02

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 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 1...

9. Acquisition - Step 6 to Create an Automatic Insurance Agency 15.09.2021 7:13

Make your new business acquisition sales processes multidimensional to increase your sales options and volume. 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...

8. Retention - Step 5 to Create an Automatic Insurance Agency 09.09.2021 9:07

Minimize customer defection & policy lapses... maximize retention rate... multiply renewal income. 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? V...

7. Accountability - Step 4 to Create an Automatic Insurance Agency 07.09.2021 6:50

(1) Define performance success & failure., (2) Name rewards & consequences, (3) Coach team members & enforce standards. 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 1...

6. Motivation - Step 3 to Create an Automatic Insurance Agency 04.09.2021 8:43

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 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 1...

5. Role Clarity - Step 2 to Create an Automatic Insurance Agency 02.09.2021 8:41

Clarify Roles of the Experts Who will Implement your Automatic Insurance Agency Vision. 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...

4. Vision - Step 1 to Create an Automatic Insurance Agency 31.08.2021 10:28

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 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...

3. Seven Myths that Prevent Insurance Agencies from Becoming Automatic 30.08.2021 11:36

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 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 woul...

2. The 4 Growth Stages of an Insurance Agency - Survive, Succeed, Automate, Transform 30.08.2021 13:45

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 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...

1. Welcome to the Automatic Insurance Agency Show 26.08.2021 6:05

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...