December 21, 2022

Holiday Wish List for Agencies

44 minutes

Our coaches, Roger Sitkins and Brent Kelly, talk over a Christmas Wish List for independent insurance agencies in this episode of The Agent Leader. Get ready to imagine your agency accomplishing the following things in 2023 and beyond:

Having your entire team 100% aligned around a common goal.

Have all of your team members in ongoing personal development programs

Sales and Service teams working together as High Performance Teams

Improve your Sales and Service Capacity

Weekly sales Improvement Meetings

90%+ of your producers meet or exceed their sales goals every year

Achieve a 99% effective retention rate on the clients you want to keep

The 80/20 Rule

Having Future Ideal Client only pipelines

Have a unique, repeatable sales process

Have Points of Differentiation that give you an Unfair Advantage against the competition

Relentlessly Prepared for every opportunity

Have organic Growth rates that are twice the Best Practices numbers

Earn an operating profit of over 30%

Be like one of our clients that increased their value from $16.8 million to $30.3 million. If you’re motivated, our network of high performing agencies wants you in the room with them. Visit sitkins.com/experience

To read the transcript or watch the video recording of this episode, go to sitkins.com/blog/wish-list-for-insurance-agencies

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