
Sign up to save your podcasts
Or


Boost Agency Production with Daily Morning HuddlesMatt Dietz of Agency Launch shares a simple daily morning huddle structure designed to increase insurance agency production by keeping teams focused on measurable goals. He recommends a 5–10 minute status report that starts with the agency’s monthly premium goal and current pace, then has each producer report premium written yesterday, quotes generated yesterday, plans for today, and what help they need. He advises giving CSRs measurable daily expectations as well—especially cross-sells—plus items like reviews, referrals, scheduled life appointments, or reviews, using the huddle to create accountability and motivation. Dietz suggests the owner report their own numbers too, save coaching and deeper conversations for weekly one-on-ones, and run daily huddles until consistent goal achievement. He also promotes texting his community and resources and mentions products at agencylaunch.net.00:00 Welcome to Agency Launch00:29 Free Texting Resources01:07 Why Daily Huddles Work01:37 Set the Premium Goal01:50 Run the 5 Minute Huddle03:26 Producer Daily Metrics04:16 CSR Goals and Cross Sells05:48 Peer Pressure and Accountability06:57 Lead by Example07:35 Weekly Coaching Check Ins08:31 When to Stop the Huddles09:04 Huddle Script Recap09:25 Wrap Up and Offers
By Matt Dietz5
7373 ratings
Boost Agency Production with Daily Morning HuddlesMatt Dietz of Agency Launch shares a simple daily morning huddle structure designed to increase insurance agency production by keeping teams focused on measurable goals. He recommends a 5–10 minute status report that starts with the agency’s monthly premium goal and current pace, then has each producer report premium written yesterday, quotes generated yesterday, plans for today, and what help they need. He advises giving CSRs measurable daily expectations as well—especially cross-sells—plus items like reviews, referrals, scheduled life appointments, or reviews, using the huddle to create accountability and motivation. Dietz suggests the owner report their own numbers too, save coaching and deeper conversations for weekly one-on-ones, and run daily huddles until consistent goal achievement. He also promotes texting his community and resources and mentions products at agencylaunch.net.00:00 Welcome to Agency Launch00:29 Free Texting Resources01:07 Why Daily Huddles Work01:37 Set the Premium Goal01:50 Run the 5 Minute Huddle03:26 Producer Daily Metrics04:16 CSR Goals and Cross Sells05:48 Peer Pressure and Accountability06:57 Lead by Example07:35 Weekly Coaching Check Ins08:31 When to Stop the Huddles09:04 Huddle Script Recap09:25 Wrap Up and Offers

14,296 Listeners

113,121 Listeners

207 Listeners