In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro brings you a mashup of her 3-minute videos. Summer is supposed to be full of joy and ease. But, in insurance, you know that is NOT the case. Make some changes and make summer great again.

Episode Highlights:

• Kelly explains the first thing that causes a summer hangover. (2:53)
• Kelly mentions a couple of things that should be in your plan. (4:08)
• Kelly shares the second reason that you might have a summer hangover. (6:07)
• Kelly explains how to manage a very productive book of business while short staffed at the same time. (7:36)
• Kelly gives us the third reason that can contribute to a summer hangover. (11:56)
• Kelly shares her thoughts on summer hours. (12:33)
• Kelly explains the fourth reason that causes a summer hangover. (14:38)

Key Quotes:

• “What I am advocating is that we all need a plan for vacations. We need a plan to say what happens before you go on vacation and after, and how to seamlessly plan for work between people. And because vacations come up regularly, every agency needs a good plan for this.” - Kelly Donahue-Piro
• “For agencies out there, if you're feeling the summer hangover, check your book of business. You might be surprised to find some of your most chaotic months, or when you're the shortest staff and that's the problem that we have to address.” - Kelly Donahue-Piro
• “Stack the deck in your favor, don't stack it against yourself. When you're doing this, keep in mind that your goal in major agency change is adoption. And, that may be hard to do when people are ships passing in the night or up to their eyeballs. So, you know, take a look and build a strategy when you're looking for agency changes.” - Kelly Donahue-Piro

Resources Mentioned:  

• Kelly Donahue-Piro LinkedIn
• Agency Performance Partners