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

Schedule a Strategy Session