Recruiting Help Is Here!

Recruiting Help Is Here! In today’s labor market it is more difficult than ever to find new team members. Agency owners know they need help, but they either do not know where to start or their normal processes aren’t working like they used to. We are happy to share our most successful recruiting sources. Referrals […]

The 25% Rule

The 25% Rule I think most Agency Owners understand that lead generation at the agency level is changing. Consumers are much harder to reach, leads are becoming more expensive, laws are constantly changing regarding telemarketing and some carriers are even competing with their agencies for leads.  So what do you do to insulate yourself from […]

Smart Marketing

Smart Marketing I was working with an Agency Owner talking about the future of our industry and more specifically, lead generation and what that might look like.  We had a good meeting and I thought I would share a few thoughts with all of you.  Our business is changing rapidly. What is driving this change? […]

Choices & Decisions

Choices & Decisions Some people may not like this, but I have a feeling there may be some people that need to hear it… Choices and decisions. Success is ALL about choices and decisions. Over the last 25 years in this business, it’s ALWAYS been about choices and decisions. Choices and decisions determine winners and […]

The Triple Threat

The Triple Threat The definition of a triple threat is a person, especially a performer or athlete, who is proficient in three important skills within their particular field. In the insurance world the key areas that are our triple threat include staffing, compensation, and technology. Get it right and your agency will succeed. Get it […]

It’s The Little Things

It’s The Little Things I talk with Agency Owners every single day. Some are doing extremely well, some are doing ok and some are really struggling. All of them are wanting to improve, some more desperate than others. There are LOTS of things to work on and we discuss a wide variety of topics. But […]

2022 Strategy for Agency Owners

2022 Strategy for Agency Owners 2022 is right around the corner, and there is no hiding from it. I’m sure you’re receiving Black Friday emails galore, the “New Year, New You” gym ads are starting, and Christmas lights are getting strung!  And if you’re anything like me, you’re probably getting ready for new year business planning, […]

How to Achieve Work-life Balance & Run a Successful Agency

How to Achieve Work-life Balance & Run a Successful Agency   With the holidays approaching, I want to talk about something important to me, and it’s not about process, talk paths, or unique ideas to grow your business. Instead, I want to talk about being successful in LIFE, which is more important than having a […]

Keep staff accountable using our 4-Step Method

Keep staff accountable using our 4-Step Method Agencies all over the country struggle with holding their staff accountable. Too often, I talk with agency owners that avoid uncomfortable conversations due to fear of confrontation, or they hope things magically improve over time. As we all know, that rarely happens! Enter our 4-Step Method for keeping […]