In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro interviews Randy Webb & Marissa Winkleman, of Webb Insurance. Webb Insurance hit a point where growth was seemingly impossible, and their goals were moving farther and farther out of reach. So, what do you do when you are stuck, not meeting those numbers, and miles away from being able to double your insurance agency?

Episode Highlights:

• Randy and Marissa share their backgrounds. (1:18)
• Marissa mentions how her career started at Webb Insurance. (4:26)
• How does Randy organize everything in the agency? (5:17)
• Marissa shares some of the key takeaways from the sales training that has been helpful for their agency. (15:10)
• Randy mentions how the sales program increased their business. (16:27)
• Randy and Marissa give a couple of tips for agencies that are working on metrics for the first time. (18:59)
• Marissa mentions why their retention program was the most difficult to adapt and apply. (25:52)
• Randy and Marissa share some of the things that their team learned from time management. (34:12)
• What time blocks do their team have? (38:36)
• Randy and Marissa give a piece of advice to agency owners that are thinking about the programs. (42:43)

Key Quotes:

• “One thing that we approach with our staff is the programs that you guys have come in and done. That’s our investment in them, to help them reach their potential. And, as they reach their potential, they're going to be happier in their career and they're going to make more money. So, without those metrics, you don't know what you need to do. You may have a goal, but you have no plan to get there.” - Randy Webb
• “If I could go back and tell myself that day, anything, it would be to just be open-minded. Because, I didn't know what my potential was until I was looking at my potential. I can't surpass goals and bust out of the boundaries unless I know what they are. So, without knowing what they are, I was just running in circles. Now, I run in a line knowing what I'm going to get and how I'm going to get it.” - Marissa Winkleman
• “If you have a team and you care about them and you feel like they care about your business, they're going to buy it. It may take a bit, they may be a little rough around the edges at first but, it'll be worth it.” - Marissa Winkleman

Resources Mentioned:  

• Randy Webb LinkedIn
• Marissa Winkleman
• Webb Insurance
• Kelly Donahue-Piro LinkedIn
• Agency Performance Partners