If they cant do this and bring in leads, qualify and prospect, then it doesn't matter how much they know about insurance or if they know how to use the software to process business either.  This is the first step you must take as an agency owner to teach your team who you are, what you do, and who you do it for so that they can start generating the right potential business. 

NEED TO GET ORGANIZED? check out this amazing Agency Owners Notion Template we created for you!  https://youtu.be/ERvV9t-KN8o

Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz

Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners

UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business

AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup

THE COLLECTIVE: A monthly membership to help you elevate your agency in an intimate setting working with other ambitious agency owners.

https://www.unburdenyourbusiness.com/membership

FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners

Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy

Feeling unorganized? Writing the things you need to save on post-it notes everywhere? Journals all over? Lists in different places? Random pieces of paper with scribbles? Maybe even napkins with spontaneous ideas?  You need to know about the AGENCY OWNER NOTION TEMPLATE I created to help you organize your agency.  Stop writing down all your ideas in notebooks or on post-its and then having to sift through 18 different places to find the thing you wrote down that you're searching for... I can save you the headache. The Agency Owner Notion Template has all the things you need to be tracking in ONE place!  There is absolutely no shame in being the person who can admit they're not as organized as they'd like to be... in life, business, home, whatever. Reality is organization takes practice and time to figure out exactly what works.   Well, I'm here to save you a step! I've built an entire system to help agency owners stay on top of tasks, stay on track, and stay focused on GROWTH.  

 Keep track of all the job responsibilities, all the to-dos, documents, links, processes, and EVERYTHING. I made this template to use in my agency and I know it will help you in yours.   

Agency Owner Notion Template https://www.unburdenyourbusiness.com/offers/PwzCJYQk

Free Notion Account https://notion.grsm.io/2lep0cm546t2Skillshare 

FREE 30 Days https://skillshare.eqcm.net/c/3486408/1265192/4650

Monday.com- Learn More about using monday https://try.monday.com/unburdenyourbusiness

ALL THE FREE RESOURCES https://www.unburdenyourbusiness.com/free-sh-t

We need to have a place to gather the information we get = input, to spend time processing that information= planning, and to create an output= execution in our business. Notion allows you to have a place that is fully customizable to your needs like a second brain.

The moment you can free up your ACTUAL brain for more room to be creative and to have clarity the less you will feel stress, overwhelm, and chaos. You won't have to remember every little thing or get frustrated when you forget. Our brains were not meant for information storage, they are meant to use the information to create and take action.  Come check out how I show you the templates I have created and us in my business and insurance agency to keep it all together in Notion.

Watch Full Video on Youtube Channel

Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz

Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners

UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business

AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup

THE COLLECTIVE: A monthly membership to help you elevate your agency in an intimate setting working with other ambitious agency owners.

https://www.unburdenyourbusiness.com/membership

FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners

Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy

We all have the same amount of time in a day. It is what you do with it and how you manage to stay on task with what your true priorities and goals are that matters. Here are four tips I use to manage 6 businesses, 3 kids, a household, and a happy marriage while not losing my mind (at least not as often :P )

If you want to learn how to take control of your time better check out our 4- Week Bootcamp “Systemize To Scale” - https://www.unburdenyourbusiness.com/offers/7bP5yimf/checkout

**Our four-week online BOOTCAMP to whip you into a productivity genius! The focus and the goal is to help you learn how to plan and manage your time to get the most done as quickly as possible so you can have the time freedom you've been looking for.**

Watch Full Video on Youtube Channel

Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz

Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners

UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business

AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup

THE COLLECTIVE: A monthly membership to help you elevate your agency in an intimate setting working with other ambitious agency owners.

https://www.unburdenyourbusiness.com/membership

FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners

Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy

Isn't everyone's dream to get to a million-dollar recurring revenue insurance agency? Well, that is what we have done 2X and taught many clients exactly how to do! In this podcast, I completely break down our easy-to-follow framework so that you can do just that. Insurance is the best industry to be in to fast-track yourself to being a millionaire. It's time to use the right business foundations and build your insurance agency so that it scales and creates the time and financial freedom you truly desire.

Watch Full Video on Youtube Channel

Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz

Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners

UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business

AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup

THE COLLECTIVE: A monthly membership to help you elevate your agency in an intimate setting working with other ambitious agency owners.

https://www.unburdenyourbusiness.com/membership

FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners

Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy

Before we made the jump from a captive agency to independent we didn't want to make the mistake we did the first time which was just winging it. Because this time we knew better what we were doing, we were experienced, and if we could just get clear about the business's goals and processes, and be on the same page as a team, we would be unstoppable.  We knew it wouldn't be easy but we knew what we had to do, we had everyone's commitment, and it was very easy to execute when we knew what needed to be done. No one had to make assumptions or even guess how well we were doing because we were following our own system and tracked it all. We tripled the production we had up to that point and everyone was happier. The team was strong and continued to grow and develop as they saw the results of our hard work during those 90 days. And we haven’t looked back since!   

Want to learn how you can get results like this yourself? 

START HERE  FREE RESOURCES we offer to help you start, scale, and sustain your business? 

https://www.unburdenyourbusiness.com/free-sh-t

Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe! 

https://www.facebook.com/groups/femaleinsuranceagencyowners

UYB INSTAGRAM: Come check out some awesome resources [@unburden_your_business]

https://www.instagram.com/unburden_your_business/?hl=en

 AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup

Crystal is on a mission to make a difference for people actively maintaining their businesses who are challenged by staying consistent, feeling in control, and dealing with the anxiety and pressures of everyday life. She helps her clients improve their well-being through breath-work experiences.  

Link for the HypnoBreathwork offer https://bit.ly/klaritycoaching 

Unfiltered Experience is now VIRTUAL! Get access to over 12 amazing female speakers in all topics of business!  https://www.unburdenyourbusiness.com/unfiltered 

Want to see all the FREE RESOURCES we offer to help you start, scale, and sustain your business?  https://www.unburdenyourbusiness.com/free-sh-t 

Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe https://www.facebook.com/groups/femaleinsuranceagencyowners 

UYB INSTAGRAM: Come check out some awesome resources https://www.instagram.com/unburden_your_business/?hl=en 

AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup 

FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect. https://www.facebook.com/groups/femaleinsuranceagencyowners

This week I'm breaking down all the roles a CEO plays in their agency. You think you're just the boss lady, but often times we find ourselves slipping into all the roles and doing all the things. Let's talk about what that SHOULD look like if you're ever going to get from the "doing" phase to the "designing" phase of your agency.

Watch Full Video on Youtube Channel

Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz

Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners

UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business

AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup

THE COLLECTIVE: A monthly membership to help you elevate your agency in an intimate setting working with other ambitious agency owners.

https://www.unburdenyourbusiness.com/membership

FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners

Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy

This incredible woman was a speaker at Unfiltered Experience. 

Learn more about A Women's Intention 

https://awomansintentions.com/

Want to access the entire 3-day conference and speakers? 

Unfiltered Experience is now available virtually for a fraction of the original price! 

https://www.unburdenyourbusiness.com/unfiltered

Check out all the amazing free resources we have for you! 

https://www.unburdenyourbusiness.com/free-sh-t

Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners

UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business

AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup

FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners

Friend, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy

In today's podcast Katrina Aronson and I, get deep into how to stop wasting time and energy on a flat brand that falls short for your business.

She explains that spending some time discovering what you want to be known for and who you are, are the most important parts of setting up and building a strong brand and using that for your marketing strategy.

Katrina Aronson is a Marketing-led Business Coach She empowers creative-minded female entrepreneurs to catapult past their revenue goals with simplified marketing strategies & tools to scale their business.

Get her Lazy Marketing Workbook https://katrinaaronson.kartra.com/page/contentroadmap?utm_source=instagram

Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz

Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners

UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business

AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup

THE COLLECTIVE: A monthly membership to help you elevate your agency in an intimate setting working with other ambitious agency owners.

https://www.unburdenyourbusiness.com/membership

FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners

Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy