If you want to have a world-class business, you have to have a world-class team.  The two ways to ensure this, are through leadership and training.  Today’s topic is focusing on training, specifically client retention. How do you do that? By ensuring your service personnel receives the training that they need to be successful and […]

If you want to have a world-class business, you have to have a world-class team. The two ways to ensure this, are through leadership and training. Today’s topic is focusing on training, specifically client retention. How do you do that? By ensuring your service personnel receives the training that they need to be successful and […]

If you want to have a world-class business, you have to have a world-class team.&nbsp; The two ways to ensure this, are through leadership and training.&nbsp; Today’s topic is focusing on training, specifically client retention. How do you do that? By ensuring your service personnel receives the training that they need to be successful and […]

Episode 158: Training Your NEW Service Team Member

Scale Your Insurance Agency Podcast is the executive-level show for independent insurance agency owners who are done with fragmented systems, inconsistent producer performance, and being the “glue” holding everything together. Each episode delivers straight, operator-grade insight on how top agencies create predictable growth by installing a unified operating system across leadership, sales, and automation—so the agency runs without constant owner rescue.&nbsp; Hosted by Daniel Metcalf &amp; Mike Stromsoe and built for the ONYX-caliber operator, we focus on the real levers that move an agency from “successful but maxed out” to strategically led, system-driven, and scalable—including the Time Dividend (10–15 hours recovered), Private Profit Dashboard visibility, workflow automation, team adoption, and revenue engines that actually stick.&nbsp; If you’re a growth-minded agency leader (typically $3M–$10M+ revenue with a team that’s ready to execute), this is your weekly edge: leadership alignment, AI &amp; automation that reduces friction, retention and cross-sell expansion, and the discipline to collapse years of progress into months - without burning out your people.

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Scale Your Insurance Agency Podcast is the executive-level show for independent insurance agency owners who are done with fragmented systems, inconsistent producer performance, and being the “glue” holding everything together. Each episode delivers straight, operator-grade insight on how top agencies create predictable growth by installing a unified operating system across leadership, sales, and automation—so the agency runs without constant owner rescue.  Hosted by Daniel Metcalf & Mike Stromsoe and built for the ONYX-caliber operator, we focus on the real levers that move an agency from “successful but maxed out” to strategically led, system-driven, and scalable—including the Time Dividend (10–15 hours recovered), Private Profit Dashboard visibility, workflow automation, team adoption, and revenue engines that actually stick.  If you’re a growth-minded agency leader (typically $3M–$10M+ revenue with a team that’s ready to execute), this is your weekly edge: leadership alignment, AI & automation that reduces friction, retention and cross-sell expansion, and the discipline to collapse years of progress into months - without burning out your people.

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Episode 158: Training Your NEW Service Team Member

Episode 158: Training Your NEW Service Team Member

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