The Automatic Insurance Agency

The Automatic Insurance Agency

By Wade Galt, CPCU, CLUBusinessEntrepreneurshipMarketingManagement
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The Automatic Insurance Agency episodes

  • 12. Delegation - Step 9 to Create an Automatic Insurance Agency

    Do your Highest Impact & Highest Income work and delegate the rest to talented team members, freelancers, and independent contractors.




    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 Now

    8 min
  • 11. Multiline Sales - Step 8 to Create an Automatic Insurance Agency

    Implement a simple process to initiate and conduct multiline reviews to help your clients Find the Money to Protect their Income, Loved Ones, and Assets and uncover Life, Health, Disability, and other insurance product sales.



    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 Now

    8 min
  • 10. Pivoting - Step 7 to Create an Automatic Insurance Agency

    Get producers asking about Life, Health, Disability, Umbrella policies and more... right from the Auto or Home policy conversation.



    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 Now

    9 min
  • 9. Acquisition - Step 6 to Create an Automatic Insurance Agency

    Make your new business acquisition sales processes multidimensional to increase your sales options and volume.



    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 Now

    8 min
  • 8. Retention - Step 5 to Create an Automatic Insurance Agency

    Minimize customer defection & policy lapses... maximize retention rate... multiply renewal income.



    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 Now

    10 min
  • 7. Accountability - Step 4 to Create an Automatic Insurance Agency

    (1) Define performance success & failure., (2) Name rewards & consequences, (3) Coach team members & enforce standards.



    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 Now

    7 min
  • 6. Motivation - Step 3 to Create an Automatic Insurance Agency

    Create Huge Financial and Non-Financial Opportunities for Those Who Succeed in Implementing Your Automatic Insurance Agency Vision.



    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 Now

    9 min
  • 5. Role Clarity - Step 2 to Create an Automatic Insurance Agency

    Clarify Roles of the Experts Who will Implement your Automatic Insurance Agency Vision.




    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 Now

    9 min
  • 4. Vision - Step 1 to Create an Automatic Insurance Agency

    Create the Vision for your lifestyle outside of work, your sales process, and your promise to your 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 Now

    11 min
  • 3. Seven Myths that Prevent Insurance Agencies from Becoming Automatic

    Learn about some common misconceptions that could cost you $1,000,000 and 10,000 Hours or more over your career.



    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 Now

    12 min

About The Automatic Insurance Agency

From the publisher's feed

This show teaches Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best.

We share proven…