The Automatic Insurance Agency

Choose your level of impact, wealth, & clientele by deciding what level of professionalism you will deliver.

• There are three types of agencies, with the most effective being those that help clients identify and achieve their goals and dreams.

• Customers and team members prefer agencies that offer comprehensive, personalized service over those that provide only basic asset protection.

• Agencies focused solely on asset protection are at risk of being replaced by technology and larger competitors.

• Engaging clients in conversations about their goals leads to stronger relationships and greater loyalty.

• The way an agency positions and presents itself is key to attracting top producers and achieving long-term success.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Stop wasting money on help you don't need and hire the people who will create greater free time for you & results for your business.

• Focus your time on the three activities that have the highest impact and generate the most income for your business.

• Make a list of tasks you dislike or aren’t good at, and work to delegate them so you can concentrate on what you do best.

• Review your current team’s responsibilities and ensure everyone is clear on their top three priorities.

• For tasks that haven’t been assigned, consider offering incentives or bonuses to encourage your team to take them on.

• Use your list of unassigned or disliked tasks to guide your next hire or contractor, freeing yourself from low-value work.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Simplify Your Staffing, Hiring, Onboarding, Compensation, Training & Firing by Running Your Agency with 3 Primary Roles

• Staffing the agency with the right experts in each role optimizes profit and creates a more automatic agency.
• Different sales require different experts, so it is important to avoid mismatching roles.
• Retention experts maintain & service the book of business, reduce lapses, and set appointments for multiline experts.
• P&C Acquisition & Growth Experts GENERATE business for the agency with networking, marketing, & calling activity.
• Multiline experts focus on selling additional products and ensuring the best coverage for clients.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Change your business, life, freedom, & future by making & honoring 1 simple decision.

• The 3-Day Weekend Decision encourages professionals to restructure their workweek, aiming for more productivity in fewer days and enjoying a consistent three-day weekend.

• By prioritizing high-impact tasks and eliminating unnecessary work, individuals can achieve better work-life balance and increased job satisfaction.

• The approach challenges traditional work norms, advocating for smarter—not harder—work strategies that lead to more free time and less burnout.

• Implementing the 3-Day Weekend Decision requires intentional planning, clear boundaries, and a focus on results rather than hours spent at work.

• Embracing this decision can lead to greater personal freedom, improved mental health, and the opportunity to pursue passions outside of work.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Go beyond merely selling… or selling competently… and learn how to connect with your prospects in their preferred way of learning, interacting, and buying.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Make Each Team Member Profitable by Rewarding them for Retaining Your Renewal Book

• Pay base salaries based on the amount of business each team member services / renews to create fair compensation, high employee retention rates, and long-term profitability.
• Offer draws or advances against bonuses to attract talented individuals hesitant to work for commission-only. 
• Evaluate each employee's profitability and their contribution to the agency's revenue.
• Confirm that employees with base salaries generate enough renewals to make the agency & the owner a profit.
• Paying a base salary to a P&C Rainmaker who only focuses on business acquisition (and does no service or retention work) can result in financial losses for the agency.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Save $25k to $50k or More in Staffing Expenses

This Year & Every Year by Having

the Right Number of Team Members

at the Right Base Salary Amount

• Staffing the agency profitably and prioritizing the renewal agency, focusing on PNC renewals, is crucial.
• Determining the right number of team members can be challenging and often relies on inadequate information.
• Analyzing income statements separately for renewal and first-year sales agencies is recommended to ensure profitability.
• Overstaffing can be costly, while proper staffing can lead to significant savings and financial growth.
• Paying base salaries helps incentivize employees to generate renewal sales, which are crucial for stability and success.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Many insurance agency owners start as solopreneurs and get caught by the golden handcuffs of their profit MARGINS without focusing on growing TOTAL NET PROFIT.

Learn WHO should be your best hire, so you do it safely & affordably.

• Simplify your hiring process by focusing on tasks, levels, and skills rather than personal preferences.
• The easiest tasks to train and delegate should be prioritized to minimize time and money investments.
• Don’t overcommit while making a new hire and not neglecting the decision altogether.
• Evaluate the return on investment of time and income when considering delegating tasks.
• Hire a personal assistant to free up time for high-impact tasks.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

How Insurance Agency Owners Staff Profitable Multiline Agencies that are Great for Decades -- So They Never Have to Retire.  

1. Learn which producer roles to hire... 
2. Learn how many to hire... 
3. Optimize Auto & Fire Insurance sales... 
4. Hire producers to pivot to Life, Health, Disability, Long Term Care & Bank Sales... 
5. Hire commission only P&C producers to grow your book... 
6. Develop Client Review Specialists to increase your multiline sales conversion rate... 
7. Bring in a talented office manager / personal assistant... 
8. Escape the day-to-day operations of the agency... 
9. Do what you do best & enjoy most in the agency and delegate the rest... 
10. Work Less, Make More & Create Your Most Desired Lifestyle...

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

How to get the most from your insurance agency by having expectations that are grounded in fundamentals and reality.

HIGHLIGHTS

[00:35:86]: Growing Your Agency Too Fast Often Leads to Fast Losses

[01:19:33]: Long-Term Agency Growth is Based on Relationships

[02:13:81]: Only Grow with Those Who Will Be With You in 10 Years

[03:02:94]: Diversify Your Insurance Agency or Business Portfolio if Bored

[03:49:63]: Don’t Try to Turn Your Agency (a Camry) into a Lamborghini

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session