Do your agency a favor and start organizing around your insurance agency’s goals. 

In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro discusses the best ways to start.

Episode Highlights:

• Kelly discusses the accountability chart. (2:36)
• Kelly explains the benefit of an agency owner asking about who people report to. (5:32)
• Kelly discusses the significance of job descriptions. (6:40) 
• Kelly explains why values are important in every agency. (8:18)
• Kelly discusses the metrics you should present to your team. (11:26) 
• Kelly mentions that the next thing we need to focus on with tracking is taking a closer look in the mirror as leaders. (13:23)
• Communication is one of the top three issues in every agency, according to Kelly. (16:52)
• Kelly believes that a quarterly check-in with your leader is important. (19:13)

Key Quotes:

• “Whatever the timeframe is, communication on tracking is unbelievably, incredibly important.” - Kelly Donahue-Piro
• “Job descriptions should definitely be reviewed with the person every quarter updated once a year, potentially sooner if things happen.” - Kelly Donahue-Piro
• “Tracking is just one of those things in agencies that we’re just terrible at. But we need to stop that as an excuse and start getting better. ” - Kelly Donahue-Piro

Resources Mentioned:  

• Kelly Donahue-Piro LinkedIn
• Agency Performance Partners