The Automatic Insurance AgencyThis 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 Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service Sales
  • Team Member Role Clarity
  • Accountability
  • Sales Activity Optimization
  • Staffing for Optimum Profit & Building the Agency Dynasty
  • Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)
  • Delegation
  • Working a 4 Days per Week or Less while Maintaining Excellent Results
  • Lifestyle Optimization (Creating the Life You Most Desire Outside of Work)

 

 

About Wade Galt, CPCU, CLU

Wade has 35+ years in the Multiline Insurance Agency Industry...

  • 8 years’ experience as a part-time team member in a multiline insurance agency
  • 7 years as a productive employee in a Fortune 35 Multiline Insurance Company (2 years in claims, 5 years in Agency Sales Management & Training plus as a Subject Matter Expert for Sales Process Software Design)
  • Over 20 years as a software company founder & owner, corporate consultant, sales process implementation coach, accountability expert, recruiter of superstar talent
  • Provider of mental health counseling (psychology) services
  • Life coach and 3-Day Weekend Entrepreneur

 

Wade's Innovations in the Multiline Insurance Industry include...

 

Wade practices (and enjoys) what he preaches and enjoys a 3-day weekend over 90% of the time.

Learn more about Wade on Linked In.

 


]]>en-usfalseWade Galt, CPCU, CLUhttps://www.automaticinsuranceagency.com/Wade Galtwade@insuranceagencymastery.comepisodic2021 - Possibility Infinity, Inc.40. The 80/20 of Your Client Base – Who Stays, Who GoesG_6gIQfmRTue, 31 Mar 2026 09:00:00 GMT732https://www.automaticinsuranceagency.com/40falseIdentify & Invest in Your Most Desirable Clients and Drop, Ignore, or Delegate the Rest



  • Apply the 80/20 principle by focusing on the small percentage of clients who generate most of your results, referrals, and satisfaction.
  • Eliminate clients who drain your energy, reduce team morale, and contribute little value to your business or growth.
  • Set boundaries and filter out attention-seeking clients by requiring commitment steps to identify who is truly serious.
  • Delegate profitable but uninspiring clients so you can focus your time on high-impact work that only you can do.
  • Prioritize and invest in top-tier clients who make you money, bring you joy, and create meaningful impact, as they drive long-term growth and fulfillment.


START WITH THE eBOOK



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

]]>4038. The $10,000/ Hour Test… What You Should NEVER Be Doing AgainFIzel_OXrTue, 17 Mar 2026 09:00:00 GMT673https://www.automaticinsuranceagency.com/38falseQuantify the value of your work, and invest your time accordingly.


  • Use the $10,000 per hour test (from Perry Marshall’s 80/20 framework) to identify which tasks you should stop doing and which deserve your focus.
  • List all weekly money-making and money-saving activities, including tasks you do yourself to avoid paying others.
  • Assign an hourly dollar value to each activity based on what it would cost to delegate, then rank activities from highest to lowest value.
  • Eliminate activities that lose money, gain nothing, or have no clear economic value, and postpone uncertain tasks for a week, then a month, then potentially forever.
  • Concentrate on the highest-impact, highest-income work while automating or delegating everything else to create more impact and income in less time.



START WITH THE eBOOK



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

]]>3837. The Time Audit That Instantly Shows You What to EliminateFYTMFj6P1Tue, 10 Mar 2026 09:00:00 GMT593https://www.automaticinsuranceagency.com/37falseIdentify the Low Impact, Low Income Work & Stop Everyone in Your Business from Doing It.


  • Do a time audit in spring to free up your schedule so you can better enjoy summer and downshift without losing important business.
  • Distinguish between tasks to automate/delegate (someone else should do them) versus tasks to eliminate entirely (nobody should be doing them).
  • List all weekly activities and estimate the hours spent on each with specific numbers to reveal where your time actually goes.
  • Circle activities that are both high impact (positively help people you serve) and high income (drive significant revenue) and aim to invest more time there.
  • ​Cross out low impact, low income activities and stop doing them for a week, then a month, and if nothing breaks, drop them permanently.



START WITH THE eBOOK



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

]]>3735. Your 20-Year Life and Business Legacy Visiond6R9q81H1Thu, 06 Nov 2025 10:00:00 GMT727https://www.automaticinsuranceagency.com/35falseMake the Most of Your Life & Business by Beginning with the End in Mind.


  • Many people focus on short-term survival or success, but true fulfillment comes from aiming for significance and legacy in both life and business.
  • Creating a 20-year vision helps clarify what truly matters, encouraging you to focus on two or three big-picture goals rather than getting lost in details.
  • Identifying the top three things you want to achieve in your personal and professional life can guide your decisions and keep you aligned with your long-term purpose.
  • A legacy mindset shifts your perspective, making everyday distractions less important and helping you prioritize relationships, service, and meaningful contributions.
  • Tools like the Legacy Vision Matrix can help you articulate and pursue your legacy goals, ensuring your impact endures for your family, community, and business.



START WITH THE eBOOK



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

]]>3534. Why and How Multilining Multiplies Insurance Agency Incomect8LFKmv2Thu, 30 Oct 2025 09:00:00 GMT617https://www.automaticinsuranceagency.com/34falseIncrease the Lifetime Value of Your Customers by Conducting Multiline Insurance Reviews Focused on Their Goals and Dreams.


  • Multilining significantly increases both customer retention and the lifetime value of each client in an insurance agency.


  • Adding more lines of business, like life or disability insurance, is most effective when built on trust and genuine relationships, not just sales tactics.


  • The true benefit of multilining comes from understanding and supporting clients' goals and dreams, not just selling more products.


  • Agencies should position themselves as insurance coaches who look out for clients' best interests, rather than just product providers.


  • Consistently investing time in clients leads to stable, repeat income and long-term business growth.



START WITH THE eBOOK



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

]]>3433. Upgrade Your Identity, Impact, Income, Business, and LegacymaC-Y8F-uThu, 25 Sep 2025 09:00:00 GMT697https://www.automaticinsuranceagency.com/33falseMultiply 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 levels of success.


• Evolving from agent to agency owner, then to entrepreneur, and finally to a person focused on impact and legacy, unlocks new levels of business and personal fulfillment.


• The broader your self-concept, the more you can positively impact others, create lasting businesses, and contribute to your community and legacy.


​• Regularly revisiting and upgrading your identity leads to ongoing growth, greater confidence, and the ability to set and achieve more expansive goals.



START WITH THE eBOOK



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

]]>3332. Agency A, B, or C? How Your Agency Positioning Attracts or Repels Top ProducersbggyY90coThu, 18 Sep 2025 09:00:00 GMT458https://www.automaticinsuranceagency.com/32falseChoose 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 focused solely on asset protection are at risk of being replaced by technology and larger competitors.


• Engaging clients in conversations about their goals leads to stronger relationships and greater loyalty.


• The way an agency positions and presents itself is key to attracting top producers and achieving long-term success.



START WITH THE eBOOK



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

]]>3231. Who You Should Hire NextR54Y62NjNThu, 11 Sep 2025 09:00:00 GMT453https://www.automaticinsuranceagency.com/31falseStop 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’s responsibilities and ensure everyone is clear on their top three priorities.


• For tasks that haven’t been assigned, consider offering incentives or bonuses to encourage your team to take them on.


• Use your list of unassigned or disliked tasks to guide your next hire or contractor, freeing yourself from low-value work.



START WITH THE eBOOK



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

]]>3128. The 3 Experts for Your Multiline Insurance Agency8KgtykVEQWed, 10 Sep 2025 19:35:43 GMT1202https://www.automaticinsuranceagency.com/28falseSimplify 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



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

]]>2830. The 3-Day Weekend DecisionCuI2lb3fkThu, 04 Sep 2025 09:00:00 GMT337https://www.automaticinsuranceagency.com/30falseChange 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 satisfaction.


• The approach challenges traditional work norms, advocating for smarter—not harder—work strategies that lead to more free time and less burnout.


• Implementing the 3-Day Weekend Decision requires intentional planning, clear boundaries, and a focus on results rather than hours spent at work.


• Embracing this decision can lead to greater personal freedom, improved mental health, and the opportunity to pursue passions outside of work.



START WITH THE eBOOK



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

]]>3029. Sales Mastery Stages for Insurance ProfessionalsFHzZH70mbThu, 11 Apr 2024 17:43:00 GMT436https://www.automaticinsuranceagency.com/29falseGo 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 eBOOK



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

]]>2927. Paying Profitable Base Salaries in Your Insurance AgencyCnC8cp_tCThu, 09 Nov 2023 10:00:00 GMT1019https://www.automaticinsuranceagency.com/27falseMake 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 profitability and their contribution to the agency's revenue.
  • Confirm that employees with base salaries generate enough renewals to make the agency & the owner a profit.
  • Paying a base salary to a P&C Rainmaker who only focuses on business acquisition (and does no service or retention work) can result in financial losses for the agency.



START WITH THE eBOOK



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

]]>2726. Staffing Your Insurance Agency for Optimum Profit2fjn2FLBCFri, 03 Nov 2023 09:00:00 GMT1176https://www.automaticinsuranceagency.com/26falseSave $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 for renewal and first-year sales agencies is recommended to ensure profitability.
  • Overstaffing can be costly, while proper staffing can lead to significant savings and financial growth.
  • Paying base salaries helps incentivize employees to generate renewal sales, which are crucial for stability and success.



START WITH THE eBOOK



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

]]>2625. The 1st (Profitable) Hire for Your Multiline Insurance AgencyeJ4coEN-eThu, 19 Oct 2023 09:00:00 GMT1166https://www.automaticinsuranceagency.com/25falseMany 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 minimize time and money investments.
  • Don’t overcommit while making a new hire and not neglecting the decision altogether.
  • Evaluate the return on investment of time and income when considering delegating tasks.
  • Hire a personal assistant to free up time for high-impact tasks.



START WITH THE eBOOK



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

]]>2524. Staffing Your Insurance Agency Dynastye7xF-VZ6AThu, 12 Oct 2023 23:23:00 GMT1042https://www.automaticinsuranceagency.com/24falseHow 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



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

]]>2423. Treat Your Agency Like a Camry, Not a LamborghinikAlsr-TdIKThu, 10 Aug 2023 09:30:00 GMT350https://www.automaticinsuranceagency.com/23falseHow 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

[03:49:63]: Don’t Try to Turn Your Agency (a Camry) into a Lamborghini



START WITH THE eBOOK



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

]]>2322. Should I Hire an Unlicensed PersonJDVkJASBy8Wed, 21 Dec 2022 10:05:00 GMT355https://www.automaticinsuranceagency.com/22falseWhen you should not hire an unlicensed person, plus when and how you should hire a person without a license.



START WITH THE eBOOK



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

]]>2221. How Should I Compensate a Top Performer to Train Others0ld_QcSeeWed, 14 Dec 2022 15:39:00 GMT424https://www.automaticinsuranceagency.com/21falseReward 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 eBOOK



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

]]>2120. Should I Train New People Deep or Broad?TQlL4D-yhMon, 05 Dec 2022 23:46:00 GMT841https://www.automaticinsuranceagency.com/20falseCreate a team member development plan that minimizes turnover costs & maximizes learning.



START WITH THE eBOOK



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

]]>2019. How to Attract Top Performers to Your Insurance AgencysmQsl9ZtiFri, 22 Apr 2022 02:09:00 GMT404https://www.automaticinsuranceagency.com/19falseHow to be the preferred place of employment for the best performers in the insurance agency industry.




START WITH THE eBOOK



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

]]>1918. Many Parts of Your Insurance Agency Should Be Very BoringjlUxAOV-XThu, 14 Apr 2022 10:22:00 GMT377https://www.automaticinsuranceagency.com/18falseIf 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 eBOOK



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

]]>1817. The Firing Decision - Asset, Liability, or Non-FactorsfFj2iQAMVThu, 07 Apr 2022 12:22:00 GMT600https://www.automaticinsuranceagency.com/17falseMany 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 eBOOK



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

]]>1716. Overstaffing - The Costly Danger for Newer or Smaller Insurance Agency OwnersjZSVU_0mUThu, 21 Oct 2021 22:43:00 GMT661https://www.automaticinsuranceagency.com/16falseWhen 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 eBOOK



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

]]>1615. Lifestyle - Step 12 to Create an Automatic Insurance Agency-3kf0LOR9Thu, 14 Oct 2021 23:33:00 GMT470http://automaticinsuranceagency.com/15falseMake 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 eBOOK



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 Now

]]>1514. Profit - Step 11 to Create an Automatic Insurance AgencyNZCcPAcJ_Thu, 07 Oct 2021 15:06:00 GMT507http://automaticinsuranceagency.com/14falseYou 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. When you keep this at center of all your decisions, things become MUCH easier.



START WITH THE eBOOK



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 Now

]]>1413. Recruiting - Step 10 to Create an Automatic Insurance AgencyH3HrqFDGMThu, 30 Sep 2021 12:00:00 GMT504http://automaticinsuranceagency.com/13falseImplement a delegable recruiting process that filters out the wrong people and attracts the right ones.




START WITH THE eBOOK



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 Now

]]>1312. Delegation - Step 9 to Create an Automatic Insurance AgencyTdfmU_ZUrTue, 28 Sep 2021 12:00:00 GMT476http://automaticinsuranceagency.com/12falseDo your Highest Impact & Highest Income work and delegate the rest to talented team members, freelancers, and independent contractors.




START WITH THE eBOOK



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 Now

]]>1211. Multiline Sales - Step 8 to Create an Automatic Insurance AgencyQY9h2vWUsThu, 23 Sep 2021 12:00:00 GMT430http://automaticinsuranceagency.com/11falseImplement 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



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 Now

]]>1110. Pivoting - Step 7 to Create an Automatic Insurance Agency10XbBfxmDTue, 21 Sep 2021 12:04:00 GMT482http://automaticinsuranceagency.com/10falseGet producers asking about Life, Health, Disability, Umbrella policies and more... right from the Auto or Home policy conversation.



START WITH THE eBOOK



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 Now

]]>109. Acquisition - Step 6 to Create an Automatic Insurance AgencyfGcEfHobiWed, 15 Sep 2021 23:49:00 GMT433http://automaticinsuranceagency.com/9falseMake your new business acquisition sales processes multidimensional to increase your sales options and volume.



START WITH THE eBOOK



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 Now

]]>98. Retention - Step 5 to Create an Automatic Insurance AgencygmwrQ0JolThu, 09 Sep 2021 09:51:00 GMT547http://automaticinsuranceagency.com/8falseMinimize customer defection & policy lapses... maximize retention rate... multiply renewal income.



START WITH THE eBOOK



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 Now

]]>87. Accountability - Step 4 to Create an Automatic Insurance AgencyFS4ozgftoTue, 07 Sep 2021 12:00:00 GMT410http://automaticinsuranceagency.com/7false(1) Define performance success & failure., (2) Name rewards & consequences, (3) Coach team members & enforce standards.



START WITH THE eBOOK



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 Now

]]>76. Motivation - Step 3 to Create an Automatic Insurance AgencyYuUVJopw1Sat, 04 Sep 2021 12:00:00 GMT523http://automaticinsuranceagency.com/6falseCreate Huge Financial and Non-Financial Opportunities for Those Who Succeed in Implementing Your Automatic Insurance Agency Vision.



START WITH THE eBOOK



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 Now

]]>65. Role Clarity - Step 2 to Create an Automatic Insurance AgencylWksmyZ-JThu, 02 Sep 2021 19:41:00 GMT521http://automaticinsuranceagency.com/5falseClarify Roles of the Experts Who will Implement your Automatic Insurance Agency Vision.




START WITH THE eBOOK



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 Now

]]>54. Vision - Step 1 to Create an Automatic Insurance AgencyPhggp9pqsTue, 31 Aug 2021 11:48:00 GMT628http://automaticinsuranceagency.com/4falseCreate the Vision for your lifestyle outside of work, your sales process, and your promise to your clients.




START WITH THE eBOOK



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 Now

]]>43. Seven Myths that Prevent Insurance Agencies from Becoming AutomaticWAE-Vm5BEMon, 30 Aug 2021 15:19:00 GMT696https://www.automaticinsuranceagency.com/3falseLearn about some common misconceptions that could cost you $1,000,000 and 10,000 Hours or more over your career.



START WITH THE eBOOK



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 Now

]]>32. The 4 Growth Stages of an Insurance Agency - Survive, Succeed, Automate, Transform1F7_YtvRhMon, 30 Aug 2021 15:18:00 GMT825https://www.automaticinsuranceagency.com/2falseUnderstand 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



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 Now

]]>21. Welcome to the Automatic Insurance Agency ShowcHg7gppzmThu, 26 Aug 2021 16:38:00 GMT365https://www.automaticinsuranceagency.com/1falseGet 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 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 Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service Sales
  • Team Member Role Clarity
  • Accountability
  • Sales Activity Optimization
  • Staffing for Optimum Profit & Building the Agency Dynasty
  • Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)
  • Delegation
  • Working a 4 Days per Week or Less while Maintaining Excellent Results
  • Lifestyle Optimization (Creating the Life You Most Desire Outside of Work)



START WITH THE eBOOK



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 Now

]]>1