The Agent Leader Podcast

Holiday Wish List for Agencies

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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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    The Agent Leader PodcastBy Brent Kelly--The Agent Leader Podcast
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